FSB PREMIER WEALTH MANAGEMENT, INC.
WATERLOO IA · SEC CIK 0000887748
$3.19亿2026Q1 申报市值
251持仓数
24.2%前十大占比 · 第一大 4.9%
19 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMZN 加仓+$103.61万
FERG 新建仓+$72.01万
MSFT 加仓+$66.63万
BRK/B 加仓+$51.03万
ET 新建仓+$41.71万
2026Q1 卖出最多 按季末市值估算
EBAY 减仓-$75.72万
WFC 减仓-$62.43万
PM 减仓-$38.97万
ADI 减仓-$35.50万
VEA 减仓-$33.62万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SUSC | ISHARES ESG USD CORPORATE BOND ETF | $39.73万 | 0.12% | 17,169 | 2,819 | 19.6% | $6.52万 | 加仓 |
| CVX | CHEVRON CORP NEW | $40.35万 | 0.13% | 1,950 | 337 | 20.9% | $6.97万 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $41.00万 | 0.13% | 2,015 | -172 | -7.9% | -$3.50万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $41.39万 | 0.13% | 5,898 | -42 | -0.7% | -$2,948 | 减仓 |
| ET | ENERGY TRANSFER L P LP | $41.71万 | 0.13% | 21,613 | 21,613 | — | $41.71万 | 新建仓 |
| ABBV | ABBVIE INC | $41.76万 | 0.13% | 1,920 | -27 | -1.4% | -$5,872 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $43.53万 | 0.14% | 16,545 | -130 | -0.8% | -$3,420 | 减仓 |
| ENB | ENBRIDGE INC F | $43.74万 | 0.14% | 8,078 | 50 | 0.6% | $2,707 | 加仓 |
| QCOM | QUALCOMM INC | $45.14万 | 0.14% | 3,505 | -449 | -11.4% | -$5.78万 | 减仓 |
| KLAC | KLA CORP | $45.21万 | 0.14% | 307 | 10 | 3.4% | $1.47万 | 加仓 |
| L | LOEWS CORP | $45.35万 | 0.14% | 4,248 | 271 | 6.8% | $2.89万 | 加仓 |
| IBM | IBM CORP | $46.42万 | 0.15% | 1,915 | -565 | -22.8% | -$13.69万 | 减仓 |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $47.01万 | 0.15% | 11,528 | 0 | 0.0% | — | 不变 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $48.03万 | 0.15% | 14,319 | -688 | -4.6% | -$2.31万 | 减仓 |
| FAPR | FT VEST U.S. EQUITY BUFFER ETF - APRIL | $48.25万 | 0.15% | 10,745 | -201 | -1.8% | -$9,026 | 减仓 |
| TSLA | TESLA INC | $48.33万 | 0.15% | 1,300 | 203 | 18.5% | $7.55万 | 加仓 |
| O | REALTY INCOME CORP REIT | $48.42万 | 0.15% | 7,914 | -1,269 | -13.8% | -$7.76万 | 减仓 |
| T | AT&T INC | $49.31万 | 0.15% | 17,009 | -760 | -4.3% | -$2.20万 | 减仓 |
| GRID | FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN | $50.01万 | 0.16% | 3,057 | 986 | 47.6% | $16.13万 | 加仓 |
| GAPR | FT VEST U.S. EQUITY MODERATE BUFFER ETF - APRIL | $50.92万 | 0.16% | 12,583 | -2,765 | -18.0% | -$11.19万 | 减仓 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $51.27万 | 0.16% | 22,342 | 377 | 1.7% | $8,652 | 加仓 |
| GJAN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JANUARY | $51.91万 | 0.16% | 12,385 | 3,571 | 40.5% | $14.97万 | 加仓 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $52.27万 | 0.16% | 9,250 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $53.17万 | 0.17% | 2,137 | 12 | 0.6% | $2,986 | 加仓 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $53.23万 | 0.17% | 9,728 | -117 | -1.2% | -$6,402 | 减仓 |
| AVGO | BROADCOM INC | $53.32万 | 0.17% | 1,723 | 1,069 | 163.5% | $33.08万 | 加仓 |
| LRCX | LAM RESH CORP | $53.52万 | 0.17% | 2,505 | 370 | 17.3% | $7.90万 | 加仓 |
| MA | MASTERCARD INC CLASS CLASS A | $54.03万 | 0.17% | 1,081 | -66 | -5.8% | -$3.30万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $54.30万 | 0.17% | 545 | -115 | -17.4% | -$11.46万 | 减仓 |
| TTC | TORO CO | $56.42万 | 0.18% | 6,038 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC CLASS SERIES A | $56.76万 | 0.18% | 1,807 | -55 | -3.0% | -$1.73万 | 减仓 |
| FOCT | FT VEST U.S. EQUITY BUFFER ETF - OCTOBER | $58.13万 | 0.18% | 12,191 | -5 | -0.0% | -$238 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $59.17万 | 0.19% | 14,741 | 613 | 4.3% | $2.46万 | 加仓 |
| TXN | TEXAS INSTRS INC | $62.55万 | 0.20% | 3,222 | -105 | -3.2% | -$2.04万 | 减仓 |
| — | FIRST TRUST SMID CAPITALSTRENGTH ETF | $62.88万 | 0.20% | 17,864 | -449 | -2.5% | -$1.58万 | 减仓 |
| FMF | FIRST TRUST MANAGED FUTURES STRATEGY FUND | $63.00万 | 0.20% | 12,445 | 522 | 4.4% | $2.64万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | $64.43万 | 0.20% | 36,298 | -3,472 | -8.7% | -$6.16万 | 减仓 |
| EUSB | ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | $64.65万 | 0.20% | 14,863 | 2,361 | 18.9% | $10.27万 | 加仓 |
| EMHC | STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | $65.58万 | 0.21% | 26,443 | 174 | 0.7% | $4,315 | 加仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATEETF | $66.20万 | 0.21% | 14,463 | -75 | -0.5% | -$3,433 | 减仓 |
| GDEC | FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER | $67.41万 | 0.21% | 18,210 | -96 | -0.5% | -$3,554 | 减仓 |
| SBUX | STARBUCKS CORP | $67.52万 | 0.21% | 7,537 | -524 | -6.5% | -$4.69万 | 减仓 |
| GAUG | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $67.90万 | 0.21% | 17,543 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAPETF | $69.24万 | 0.22% | 10,253 | -904 | -8.1% | -$6.10万 | 减仓 |
| CERY | STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY | $69.60万 | 0.22% | 19,751 | -212 | -1.1% | -$7,471 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $72.01万 | 0.23% | 3,087 | 3,087 | — | $72.01万 | 新建仓 |
| AFMC | FIRST TRUST ACTIVE FACTOR MID CAP ETF | $72.23万 | 0.23% | 20,345 | 461 | 2.3% | $1.64万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $72.82万 | 0.23% | 7,437 | 1,040 | 16.3% | $10.18万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $72.94万 | 0.23% | 4,925 | 629 | 14.6% | $9.32万 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $73.04万 | 0.23% | 23,806 | -504 | -2.1% | -$1.55万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $73.09万 | 0.23% | 14,560 | 2,541 | 21.1% | $12.76万 | 加仓 |
| MCD | MCDONALDS CORP | $74.63万 | 0.23% | 2,401 | -24 | -1.0% | -$7,460 | 减仓 |
| IQV | IQVIA HLDGS INC | $74.95万 | 0.23% | 4,395 | 519 | 13.4% | $8.85万 | 加仓 |
| DIS | DISNEY WALT CO | $75.26万 | 0.24% | 7,808 | 558 | 7.7% | $5.38万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $75.35万 | 0.24% | 13,572 | 4,198 | 44.8% | $23.31万 | 加仓 |
| DMAR | FT VEST U.S. EQUITY DEEPBUFFER ETF - MARCH | $77.00万 | 0.24% | 18,161 | -4 | -0.0% | -$170 | 减仓 |
| FDEC | FT VEST U.S. EQUITY BUFFER ETF - DECEMBER | $77.17万 | 0.24% | 15,521 | -376 | -2.4% | -$1.87万 | 减仓 |
| AMGN | AMGEN INC | $79.60万 | 0.25% | 2,262 | -241 | -9.6% | -$8.48万 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $81.73万 | 0.26% | 9,428 | 573 | 6.5% | $4.97万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | $81.98万 | 0.26% | 7,400 | 3,349 | 82.7% | $37.10万 | 加仓 |
| KMX | CARMAX INC | $84.16万 | 0.26% | 20,241 | -1,796 | -8.1% | -$7.47万 | 减仓 |
| HD | HOME DEPOT INC | $84.38万 | 0.26% | 2,566 | -53 | -2.0% | -$1.74万 | 减仓 |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $85.31万 | 0.27% | 20,201 | -1,387 | -6.4% | -$5.86万 | 减仓 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $85.56万 | 0.27% | 16,523 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $85.74万 | 0.27% | 11,275 | -158 | -1.4% | -$1.20万 | 减仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $85.92万 | 0.27% | 25,444 | 4,291 | 20.3% | $14.49万 | 加仓 |
| QQQ | INVESCO QQQ TR | $90.21万 | 0.28% | 1,563 | 7 | 0.4% | $4,040 | 加仓 |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $91.72万 | 0.29% | 34,913 | 150 | 0.4% | $3,941 | 加仓 |
| CAT | CATERPILLAR INC | $92.91万 | 0.29% | 1,311 | 89 | 7.3% | $6.31万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $92.99万 | 0.29% | 3,804 | 124 | 3.4% | $3.03万 | 加仓 |
| — | FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF | $93.30万 | 0.29% | 21,469 | -110 | -0.5% | -$4,780 | 减仓 |
| FMAR | FT VEST U.S. EQUITY BUFFER ETF - MARCH | $93.76万 | 0.29% | 19,336 | -1,506 | -7.2% | -$7.30万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $97.75万 | 0.31% | 1,503 | -13 | -0.9% | -$8,455 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $98.73万 | 0.31% | 7,429 | 789 | 11.9% | $10.49万 | 加仓 |
| FJAN | FT VEST U.S. EQUITY BUFFER ETF - JANUARY | $98.85万 | 0.31% | 19,610 | 1,831 | 10.3% | $9.23万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $99.10万 | 0.31% | 1,517 | -229 | -13.1% | -$14.96万 | 减仓 |
| FSMB | FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF | $99.78万 | 0.31% | 49,988 | 1,132 | 2.3% | $2.26万 | 加仓 |
| WMT | WALMART INC | $101.57万 | 0.32% | 8,172 | 320 | 4.1% | $3.98万 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES | $102.46万 | 0.32% | 14,897 | 559 | 3.9% | $3.84万 | 加仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $109.26万 | 0.34% | 21,709 | -1 | -0.0% | -$50 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $109.38万 | 0.34% | 18,470 | -478 | -2.5% | -$2.83万 | 减仓 |
| PEP | PEPSICO INC | $109.94万 | 0.34% | 7,080 | 123 | 1.8% | $1.91万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $109.97万 | 0.34% | 16,105 | -1,305 | -7.5% | -$8.91万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $110.23万 | 0.35% | 14,282 | 357 | 2.6% | $2.76万 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $110.86万 | 0.35% | 22,943 | -667 | -2.8% | -$3.22万 | 减仓 |
| AFL | AFLAC INC | $115.22万 | 0.36% | 10,502 | 0 | 0.0% | — | 不变 |
| FFEB | FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY | $117.90万 | 0.37% | 21,110 | 681 | 3.3% | $3.80万 | 加仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $118.96万 | 0.37% | 45,231 | 2,569 | 6.0% | $6.76万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $119.71万 | 0.37% | 21,120 | -1,177 | -5.3% | -$6.67万 | 减仓 |
| RTX | RTX CORP | $124.19万 | 0.39% | 6,438 | 410 | 6.8% | $7.91万 | 加仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $128.49万 | 0.40% | 37,740 | 455 | 1.2% | $1.55万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $130.04万 | 0.41% | 3,848 | -434 | -10.1% | -$14.67万 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES | $130.09万 | 0.41% | 27,709 | 283 | 1.0% | $1.33万 | 加仓 |
| AFLG | FIRST TRUST ACTIVE FACTOR LARGE CAP ETF | $131.77万 | 0.41% | 34,160 | -804 | -2.3% | -$3.10万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $134.81万 | 0.42% | 4,605 | 145 | 3.3% | $4.24万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $135.99万 | 0.43% | 27,896 | -290 | -1.0% | -$1.41万 | 减仓 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $138.91万 | 0.44% | 28,831 | 1,523 | 5.6% | $7.34万 | 加仓 |
| BUFG | FT VEST BUFFERED ALLOCATION GROWTH ETF | $142.10万 | 0.45% | 52,904 | -543 | -1.0% | -$1.46万 | 减仓 |
| NVDA | NVIDIA CORP | $144.80万 | 0.45% | 8,303 | 1,076 | 14.9% | $18.76万 | 加仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $161.63万 | 0.51% | 39,840 | -5,428 | -12.0% | -$22.02万 | 减仓 |