FSB PREMIER WEALTH MANAGEMENT, INC.
WATERLOO IA · SEC CIK 0000887748
$3.55亿2026Q2 申报市值
257持仓数
24.4%前十大占比 · 第一大 5.0%
15 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WCMI 新建仓+$369.52万
FGD 加仓+$310.54万
FTCB 加仓+$216.03万
ACYN 加仓+$154.83万
SDVY 加仓+$152.51万
2026Q2 卖出最多 按季末市值估算
GOOG 减仓-$195.53万
LMBS 减仓-$128.57万
BAC 减仓-$119.64万
FSIG 减仓-$116.46万
KMX 清仓-$84.16万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $93.18万 | 0.26% | 16,491 | -32 | -0.2% | -$1,808 | 减仓 |
| — | FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF | $91.77万 | 0.26% | 21,473 | 4 | 0.0% | $171 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $91.23万 | 0.26% | 3,844 | 757 | 24.5% | $17.97万 | 加仓 |
| KLAC | KLA CORP | $90.73万 | 0.26% | 3,007 | -63 | -2.1% | -$1.90万 | 减仓 |
| FSMB | FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF | $90.38万 | 0.25% | 45,214 | -4,774 | -9.6% | -$9.54万 | 减仓 |
| KO | THE COCA-COLA CO | $89.05万 | 0.25% | 10,957 | -318 | -2.8% | -$2.58万 | 减仓 |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $86.57万 | 0.24% | 19,783 | -418 | -2.1% | -$1.83万 | 减仓 |
| HD | HOME DEPOT INC | $85.92万 | 0.24% | 2,436 | -130 | -5.1% | -$4.59万 | 减仓 |
| FDEC | FT VEST U.S. EQUITY BUFFER ETF - DECEMBER | $84.00万 | 0.24% | 15,423 | -98 | -0.6% | -$5,338 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $82.34万 | 0.23% | 5,210 | 285 | 5.8% | $4.50万 | 加仓 |
| AMGN | AMGEN INC | $82.31万 | 0.23% | 2,273 | 11 | 0.5% | $3,983 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $81.41万 | 0.23% | 13,247 | -325 | -2.4% | -$2.00万 | 减仓 |
| GOOGL | ALPHABET INC CLASS A | $81.28万 | 0.23% | 2,274 | 1,332 | 141.4% | $47.61万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $79.08万 | 0.22% | 10,256 | 3 | 0.0% | $231 | 加仓 |
| DMAR | FT VEST U.S. EQUITY DEEPBUFFER ETF - MARCH | $77.38万 | 0.22% | 17,299 | -862 | -4.7% | -$3.86万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $76.52万 | 0.22% | 818 | 273 | 50.1% | $25.54万 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $75.77万 | 0.21% | 23,895 | 89 | 0.4% | $2,822 | 加仓 |
| GAUG | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $72.56万 | 0.20% | 17,517 | -26 | -0.1% | -$1,077 | 减仓 |
| GDEC | FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER | $72.11万 | 0.20% | 18,116 | -94 | -0.5% | -$3,742 | 减仓 |
| AVGO | BROADCOM INC | $70.63万 | 0.20% | 1,870 | 147 | 8.5% | $5.55万 | 加仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATEETF | $70.54万 | 0.20% | 14,191 | -272 | -1.9% | -$1.35万 | 减仓 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $68.55万 | 0.19% | 11,434 | 2,184 | 23.6% | $13.09万 | 加仓 |
| EMHC | STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | $66.07万 | 0.19% | 25,969 | -474 | -1.8% | -$1.21万 | 减仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | $65.80万 | 0.19% | 36,800 | 502 | 1.4% | $8,976 | 加仓 |
| — | FIRST TRUST SMID CAPITALSTRENGTH ETF | $65.76万 | 0.19% | 17,871 | 7 | 0.0% | $258 | 加仓 |
| ACN | ACCENTURE PLC IRELAND FCLASS A | $65.37万 | 0.18% | 5,253 | 5,253 | — | $65.37万 | 新建仓 |
| LLY | ELI LILLY AND CO | $65.05万 | 0.18% | 542 | 216 | 66.3% | $25.92万 | 加仓 |
| CERY | STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY | $64.25万 | 0.18% | 19,220 | -531 | -2.7% | -$1.78万 | 减仓 |
| — | FIRST TRUST ACTIVE FACTOR SMALL CAP ETF | $64.08万 | 0.18% | 15,591 | 4,940 | 46.4% | $20.30万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN | $63.39万 | 0.18% | 3,306 | 249 | 8.1% | $4.77万 | 加仓 |
| EUSB | ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | $63.37万 | 0.18% | 14,585 | -278 | -1.9% | -$1.21万 | 减仓 |
| FOCT | FT VEST U.S. EQUITY BUFFER ETF - OCTOBER | $63.37万 | 0.18% | 12,118 | -73 | -0.6% | -$3,817 | 减仓 |
| MCD | MCDONALDS CORP | $63.32万 | 0.18% | 2,343 | -58 | -2.4% | -$1.57万 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $62.16万 | 0.18% | 2,139 | 2 | 0.1% | $581 | 加仓 |
| FMF | FIRST TRUST MANAGED FUTURES STRATEGY FUND | $61.44万 | 0.17% | 12,259 | -186 | -1.5% | -$9,323 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $60.20万 | 0.17% | 1,449 | -15 | -1.0% | -$6,232 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $59.25万 | 0.17% | 13,993 | -567 | -3.9% | -$2.40万 | 减仓 |
| GAPR | FT VEST U.S. EQUITY MODERATE BUFFER ETF - APRIL | $59.18万 | 0.17% | 14,200 | 1,617 | 12.9% | $6.74万 | 加仓 |
| TTC | TORO CO | $58.82万 | 0.17% | 6,038 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $57.97万 | 0.16% | 14,388 | -353 | -2.4% | -$1.42万 | 减仓 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $57.74万 | 0.16% | 9,698 | -30 | -0.3% | -$1,786 | 减仓 |
| GJAN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JANUARY | $55.69万 | 0.16% | 12,369 | -16 | -0.1% | -$720 | 减仓 |
| NEE | NEXTERA ENERGY INC | $54.22万 | 0.15% | 6,177 | 2,569 | 71.2% | $22.55万 | 加仓 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $54.17万 | 0.15% | 22,711 | 369 | 1.7% | $8,801 | 加仓 |
| IBM | IBM CORP | $53.83万 | 0.15% | 1,914 | -1 | -0.1% | -$281 | 减仓 |
| SBUX | STARBUCKS CORP | $52.53万 | 0.15% | 5,141 | -2,396 | -31.8% | -$24.48万 | 减仓 |
| FAPR | FT VEST U.S. EQUITY BUFFER ETF - APRIL | $52.48万 | 0.15% | 11,228 | 483 | 4.5% | $2.26万 | 加仓 |
| APH | AMPHENOL CORP NEW CLASS A | $51.44万 | 0.14% | 2,918 | 184 | 6.7% | $3.24万 | 加仓 |
| DIS | DISNEY WALT CO | $50.23万 | 0.14% | 5,219 | -2,589 | -33.2% | -$24.92万 | 减仓 |
| MA | MASTERCARD INC CLASS A | $50.20万 | 0.14% | 977 | -104 | -9.6% | -$5.34万 | 减仓 |
| ABBV | ABBVIE INC | $49.78万 | 0.14% | 1,978 | 58 | 3.0% | $1.46万 | 加仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $46.91万 | 0.13% | 16,530 | -15 | -0.1% | -$426 | 减仓 |
| TSLA | TESLA INC | $46.85万 | 0.13% | 1,114 | -186 | -14.3% | -$7.82万 | 减仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $45.98万 | 0.13% | 13,740 | -579 | -4.0% | -$1.94万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $44.70万 | 0.13% | 5,898 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $43.18万 | 0.12% | 2,235 | -2,160 | -49.1% | -$41.74万 | 减仓 |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $42.84万 | 0.12% | 9,851 | -1,677 | -14.5% | -$7.29万 | 减仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $42.48万 | 0.12% | 9,493 | 9,493 | — | $42.48万 | 新建仓 |
| MET | METLIFE INC | $42.14万 | 0.12% | 4,980 | 11 | 0.2% | $931 | 加仓 |
| FEMB | FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF | $41.94万 | 0.12% | 14,353 | 14,353 | — | $41.94万 | 新建仓 |
| USB | US BANCORP DEL | $41.88万 | 0.12% | 6,934 | -107 | -1.5% | -$6,463 | 减仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - JUNE | $40.83万 | 0.12% | 13,335 | 2,782 | 26.4% | $8.52万 | 加仓 |
| QCOM | QUALCOMM INC | $40.55万 | 0.11% | 2,194 | -1,311 | -37.4% | -$24.23万 | 减仓 |
| — | FIRST TRUST INDXX CRITICAL METALS ETF | $40.23万 | 0.11% | 12,347 | 5,747 | 87.1% | $18.73万 | 加仓 |
| SUSC | ISHARES ESG USD CORPORATE BOND ETF | $39.95万 | 0.11% | 17,255 | 86 | 0.5% | $1,991 | 加仓 |
| CVX | CHEVRON CORP NEW | $39.93万 | 0.11% | 2,409 | 459 | 23.5% | $7.61万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $39.92万 | 0.11% | 3,340 | 164 | 5.2% | $1.96万 | 加仓 |
| ENB | ENBRIDGE INC F | $39.51万 | 0.11% | 7,288 | -790 | -9.8% | -$4.28万 | 减仓 |
| EAGG | ISHARES ESG U.S. AGGREGATE BOND ETF | $39.40万 | 0.11% | 8,311 | 44 | 0.5% | $2,086 | 加仓 |
| BAC | BANK OF AMERICA CORP | $39.32万 | 0.11% | 6,901 | -20,995 | -75.3% | -$119.64万 | 减仓 |
| ET | ENERGY TRANSFER L P LP | $38.97万 | 0.11% | 20,381 | -1,232 | -5.7% | -$2.36万 | 减仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $38.89万 | 0.11% | 2,890 | -93 | -3.1% | -$1.25万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $38.33万 | 0.11% | 1,036 | 7 | 0.7% | $2,590 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $36.97万 | 0.10% | 3,828 | 138 | 3.7% | $1.33万 | 加仓 |
| GFEB | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY | $36.85万 | 0.10% | 8,369 | -1 | -0.0% | -$44 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $36.74万 | 0.10% | 1,388 | 18 | 1.3% | $4,765 | 加仓 |
| COR | CENCORA INC CLASS SERIES A | $36.64万 | 0.10% | 1,295 | -512 | -28.3% | -$14.48万 | 减仓 |
| L | LOEWS CORP | $35.84万 | 0.10% | 3,165 | -1,083 | -25.5% | -$12.26万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANG | $35.64万 | 0.10% | 2,895 | 2,895 | — | $35.64万 | 新建仓 |
| UPS | UNITED PARCEL SVC INC CLASS B | $35.58万 | 0.10% | 3,309 | -96 | -2.8% | -$1.03万 | 减仓 |
| XYL | XYLEM INC | $35.57万 | 0.10% | 3,009 | 673 | 28.8% | $7.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.55万 | 0.10% | 2,424 | 543 | 28.9% | $7.96万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $35.45万 | 0.10% | 1,627 | -73 | -4.3% | -$1.59万 | 减仓 |
| T | AT&T INC | $35.23万 | 0.10% | 17,018 | 9 | 0.1% | $186 | 加仓 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $34.93万 | 0.10% | 8,408 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $34.92万 | 0.10% | 6,061 | -377 | -5.9% | -$2.17万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $34.92万 | 0.10% | 4,577 | 0 | 0.0% | — | 不变 |
| EBND | STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $34.57万 | 0.10% | 16,527 | -321 | -1.9% | -$6,715 | 减仓 |
| TFC | TRUIST FINL CORP | $34.39万 | 0.10% | 6,902 | -1,012 | -12.8% | -$5.04万 | 减仓 |
| FEP | FIRST TRUST EUROPE ALPHADEX FUND | $34.35万 | 0.10% | 6,021 | 54 | 0.9% | $3,081 | 加仓 |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF SEPTEMBER | $34.34万 | 0.10% | 8,385 | -356 | -4.1% | -$1.46万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $34.32万 | 0.10% | 3,819 | 12 | 0.3% | $1,078 | 加仓 |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPSETF | $32.99万 | 0.09% | 17,427 | -527 | -2.9% | -$9,976 | 减仓 |
| GMAR | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH | $32.84万 | 0.09% | 7,424 | -93 | -1.2% | -$4,114 | 减仓 |
| GMAY | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | $32.55万 | 0.09% | 7,563 | 491 | 6.9% | $2.11万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $32.46万 | 0.09% | 2,189 | 1 | 0.0% | $148 | 加仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF SEPTEMBER | $32.36万 | 0.09% | 10,617 | -61 | -0.6% | -$1,859 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $31.90万 | 0.09% | 418 | -287 | -40.7% | -$21.90万 | 减仓 |
| FAAR | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGYETF | $31.84万 | 0.09% | 10,071 | -151 | -1.5% | -$4,775 | 减仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $31.80万 | 0.09% | 4,309 | -18 | -0.4% | -$1,328 | 减仓 |