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 |
|---|---|---|---|---|---|---|---|---|
| DMAR | FT VEST U.S. EQUITY DEEPBUFFER ETF - MARCH | $77.00万 | 0.24% | 18,161 | -4 | -0.0% | -$170 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $75.35万 | 0.24% | 13,572 | 4,198 | 44.8% | $23.31万 | 加仓 |
| DIS | DISNEY WALT CO | $75.26万 | 0.24% | 7,808 | 558 | 7.7% | $5.38万 | 加仓 |
| IQV | IQVIA HLDGS INC | $74.95万 | 0.23% | 4,395 | 519 | 13.4% | $8.85万 | 加仓 |
| MCD | MCDONALDS CORP | $74.63万 | 0.23% | 2,401 | -24 | -1.0% | -$7,460 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $73.09万 | 0.23% | 14,560 | 2,541 | 21.1% | $12.76万 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $73.04万 | 0.23% | 23,806 | -504 | -2.1% | -$1.55万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $72.94万 | 0.23% | 4,925 | 629 | 14.6% | $9.32万 | 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 |
| AFMC | FIRST TRUST ACTIVE FACTOR MID CAP ETF | $72.23万 | 0.23% | 20,345 | 461 | 2.3% | $1.64万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $72.01万 | 0.23% | 3,087 | 3,087 | — | $72.01万 | 新建仓 |
| CERY | STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY | $69.60万 | 0.22% | 19,751 | -212 | -1.1% | -$7,471 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $69.24万 | 0.22% | 10,253 | -904 | -8.1% | -$6.10万 | 减仓 |
| GAUG | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $67.90万 | 0.21% | 17,543 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $67.52万 | 0.21% | 7,537 | -524 | -6.5% | -$4.69万 | 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 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATEETF | $66.20万 | 0.21% | 14,463 | -75 | -0.5% | -$3,433 | 减仓 |
| EMHC | STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | $65.58万 | 0.21% | 26,443 | 174 | 0.7% | $4,315 | 加仓 |
| EUSB | ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | $64.65万 | 0.20% | 14,863 | 2,361 | 18.9% | $10.27万 | 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 |
| FMF | FIRST TRUST MANAGED FUTURES STRATEGY FUND | $63.00万 | 0.20% | 12,445 | 522 | 4.4% | $2.64万 | 加仓 |
| — | FIRST TRUST SMID CAPITALSTRENGTH ETF | $62.88万 | 0.20% | 17,864 | -449 | -2.5% | -$1.58万 | 减仓 |
| TXN | TEXAS INSTRS INC | $62.55万 | 0.20% | 3,222 | -105 | -3.2% | -$2.04万 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $59.17万 | 0.19% | 14,741 | 613 | 4.3% | $2.46万 | 加仓 |
| FOCT | FT VEST U.S. EQUITY BUFFER ETF - OCTOBER | $58.13万 | 0.18% | 12,191 | -5 | -0.0% | -$238 | 减仓 |
| COR | CENCORA INC CLASS SERIES A | $56.76万 | 0.18% | 1,807 | -55 | -3.0% | -$1.73万 | 减仓 |
| TTC | TORO CO | $56.42万 | 0.18% | 6,038 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $54.30万 | 0.17% | 545 | -115 | -17.4% | -$11.46万 | 减仓 |
| MA | MASTERCARD INC CLASS CLASS A | $54.03万 | 0.17% | 1,081 | -66 | -5.8% | -$3.30万 | 减仓 |
| LRCX | LAM RESH CORP | $53.52万 | 0.17% | 2,505 | 370 | 17.3% | $7.90万 | 加仓 |
| AVGO | BROADCOM INC | $53.32万 | 0.17% | 1,723 | 1,069 | 163.5% | $33.08万 | 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 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $53.17万 | 0.17% | 2,137 | 12 | 0.6% | $2,986 | 加仓 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $52.27万 | 0.16% | 9,250 | 0 | 0.0% | — | 不变 |
| 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 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $51.27万 | 0.16% | 22,342 | 377 | 1.7% | $8,652 | 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 |
| 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 |
| T | AT&T INC | $49.31万 | 0.15% | 17,009 | -760 | -4.3% | -$2.20万 | 减仓 |
| O | REALTY INCOME CORP REIT | $48.42万 | 0.15% | 7,914 | -1,269 | -13.8% | -$7.76万 | 减仓 |
| TSLA | TESLA INC | $48.33万 | 0.15% | 1,300 | 203 | 18.5% | $7.55万 | 加仓 |
| FAPR | FT VEST U.S. EQUITY BUFFER ETF - APRIL | $48.25万 | 0.15% | 10,745 | -201 | -1.8% | -$9,026 | 减仓 |
| 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 |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $47.01万 | 0.15% | 11,528 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $46.42万 | 0.15% | 1,915 | -565 | -22.8% | -$13.69万 | 减仓 |
| L | LOEWS CORP | $45.35万 | 0.14% | 4,248 | 271 | 6.8% | $2.89万 | 加仓 |
| KLAC | KLA CORP | $45.21万 | 0.14% | 307 | 10 | 3.4% | $1.47万 | 加仓 |
| QCOM | QUALCOMM INC | $45.14万 | 0.14% | 3,505 | -449 | -11.4% | -$5.78万 | 减仓 |
| ENB | ENBRIDGE INC F | $43.74万 | 0.14% | 8,078 | 50 | 0.6% | $2,707 | 加仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $43.53万 | 0.14% | 16,545 | -130 | -0.8% | -$3,420 | 减仓 |
| ABBV | ABBVIE INC | $41.76万 | 0.13% | 1,920 | -27 | -1.4% | -$5,872 | 减仓 |
| ET | ENERGY TRANSFER L P LP | $41.71万 | 0.13% | 21,613 | 21,613 | — | $41.71万 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $41.39万 | 0.13% | 5,898 | -42 | -0.7% | -$2,948 | 减仓 |
| AMD | ADVANCED MICRO DEVIC | $41.00万 | 0.13% | 2,015 | -172 | -7.9% | -$3.50万 | 减仓 |
| CVX | CHEVRON CORP NEW | $40.35万 | 0.13% | 1,950 | 337 | 20.9% | $6.97万 | 加仓 |
| SUSC | ISHARES ESG USD CORPORATE BOND ETF | $39.73万 | 0.12% | 17,169 | 2,819 | 19.6% | $6.52万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.61万 | 0.12% | 1,464 | 71 | 5.1% | $1.92万 | 加仓 |
| EAGG | ISHARES ESG U.S. AGGREGATE BOND ETF | $39.31万 | 0.12% | 8,267 | 1,336 | 19.3% | $6.35万 | 加仓 |
| WAT | WATERS CORP | $39.13万 | 0.12% | 1,314 | 1,314 | — | $39.13万 | 新建仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $39.04万 | 0.12% | 6,438 | 6,438 | — | $39.04万 | 新建仓 |
| APD | AIR PRODS & CHEMS INC | $36.85万 | 0.12% | 1,269 | -381 | -23.1% | -$11.06万 | 减仓 |
| NFLX | NETFLIX INC | $36.76万 | 0.12% | 3,823 | 1,140 | 42.5% | $10.96万 | 加仓 |
| USB | US BANCORP DEL | $36.62万 | 0.11% | 7,041 | 82 | 1.2% | $4,265 | 加仓 |
| TFC | TRUIST FINL CORP | $36.38万 | 0.11% | 7,914 | 73 | 0.9% | $3,356 | 加仓 |
| CRM | SALESFORCE INC | $35.66万 | 0.11% | 1,910 | 55 | 3.0% | $1.03万 | 加仓 |
| MET | METLIFE INC | $35.14万 | 0.11% | 4,969 | -53 | -1.1% | -$3,748 | 减仓 |
| — | FIRST TRUST ACTIVE FACTOR SMALL CAP ETF | $35.00万 | 0.11% | 10,651 | 1,285 | 13.7% | $4.22万 | 加仓 |
| EBND | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $34.77万 | 0.11% | 16,848 | -22 | -0.1% | -$454 | 减仓 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $34.55万 | 0.11% | 2,734 | 269 | 10.9% | $3.40万 | 加仓 |
| FAAR | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGYETF | $34.50万 | 0.11% | 10,222 | -143 | -1.4% | -$4,826 | 减仓 |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPSETF | $34.45万 | 0.11% | 17,954 | 972 | 5.7% | $1.87万 | 加仓 |
| GFEB | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY | $34.39万 | 0.11% | 8,370 | 8,370 | — | $34.39万 | 新建仓 |
| EPD | ENTERPRISE PRODS PART LP | $33.83万 | 0.11% | 8,941 | 8,941 | — | $33.83万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $33.51万 | 0.10% | 3,608 | -42 | -1.2% | -$3,901 | 减仓 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $33.50万 | 0.10% | 3,405 | 865 | 34.1% | $8.51万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $33.41万 | 0.10% | 3,690 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $33.36万 | 0.10% | 1,700 | 1,700 | — | $33.36万 | 新建仓 |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF SEPTEMBER | $33.31万 | 0.10% | 8,741 | -189 | -2.1% | -$7,203 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $33.01万 | 0.10% | 1,029 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $32.84万 | 0.10% | 4,577 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC CLASS A | $32.79万 | 0.10% | 2,597 | -95 | -3.5% | -$1.20万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE T F | $32.78万 | 0.10% | 2,295 | -1,113 | -32.7% | -$15.90万 | 减仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $32.62万 | 0.10% | 2,983 | 175 | 6.2% | $1.91万 | 加仓 |
| FEP | FIRST TRUST EUROPE ALPHADEX FUND | $32.59万 | 0.10% | 5,967 | -412 | -6.5% | -$2.25万 | 减仓 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $32.48万 | 0.10% | 8,408 | 250 | 3.1% | $9,657 | 加仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - JUNE | $32.42万 | 0.10% | 10,553 | -5,913 | -35.9% | -$18.16万 | 减仓 |
| BLK | BLACKROCK INC NEW | $32.19万 | 0.10% | 335 | -2 | -0.6% | -$1,922 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $32.06万 | 0.10% | 1,370 | 17 | 1.3% | $3,979 | 加仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF SEPTEMBER | $32.00万 | 0.10% | 10,678 | -1,311 | -10.9% | -$3.93万 | 减仓 |
| ADSK | AUTODESK INC | $31.72万 | 0.10% | 1,325 | 13 | 1.0% | $3,112 | 加仓 |
| GMAR | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH | $31.34万 | 0.10% | 7,517 | 7,517 | — | $31.34万 | 新建仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $30.45万 | 0.10% | 4,327 | -859 | -16.6% | -$6.04万 | 减仓 |
| PFE | PFIZER INC | $30.19万 | 0.09% | 10,751 | -518 | -4.6% | -$1.45万 | 减仓 |
| LLY | ELI LILLY AND CO | $30.01万 | 0.09% | 326 | 326 | — | $30.01万 | 新建仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $29.77万 | 0.09% | 3,597 | -161 | -4.3% | -$1.33万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $29.58万 | 0.09% | 489 | 20 | 4.3% | $1.21万 | 加仓 |
| ACYN | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | $29.42万 | 0.09% | 14,438 | 14,438 | — | $29.42万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO NEWREIT | $29.08万 | 0.09% | 2,296 | 0 | 0.0% | — | 不变 |
| GMAY | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | $29.04万 | 0.09% | 7,072 | -1 | -0.0% | -$41 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $29.01万 | 0.09% | 2,563 | 0 | 0.0% | — | 不变 |