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 |
|---|---|---|---|---|---|---|---|---|
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $28.81万 | 0.09% | 12,353 | 17 | 0.1% | $396 | 加仓 |
| KNG | FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $28.78万 | 0.09% | 5,909 | -392 | -6.2% | -$1.91万 | 减仓 |
| FID | FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | $28.65万 | 0.09% | 13,681 | -2,466 | -15.3% | -$5.17万 | 减仓 |
| ETR | ENTERGY CORP NEW | $28.34万 | 0.09% | 2,522 | -910 | -26.5% | -$10.22万 | 减仓 |
| EBAY | EBAY INC | $28.30万 | 0.09% | 3,110 | -8,320 | -72.8% | -$75.72万 | 减仓 |
| FEM | FIRST TRUST EMERGING MARKETS ALPHADEX FUND | $27.97万 | 0.09% | 9,338 | -866 | -8.5% | -$2.59万 | 减仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - DECEMBER | $27.93万 | 0.09% | 9,409 | 81 | 0.9% | $2,405 | 加仓 |
| XYL | XYLEM INC | $27.91万 | 0.09% | 2,336 | 777 | 49.8% | $9.28万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P CLASS A | $27.78万 | 0.09% | 11,444 | 11,444 | — | $27.78万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.74万 | 0.09% | 7,221 | -10 | -0.1% | -$384 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $27.72万 | 0.09% | 397 | 3 | 0.8% | $2,094 | 加仓 |
| UNP | UNION PAC CORP | $27.63万 | 0.09% | 1,139 | 23 | 2.1% | $5,579 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | $27.52万 | 0.09% | 705 | 705 | — | $27.52万 | 新建仓 |
| MRK | MERCK & CO. INC. | $27.52万 | 0.09% | 2,288 | 382 | 20.0% | $4.59万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $27.20万 | 0.09% | 2,188 | 80 | 3.8% | $9,945 | 加仓 |
| PG | PROCTER & GAMBLE CO | $27.17万 | 0.09% | 1,881 | -297 | -13.6% | -$4.29万 | 减仓 |
| MO | ALTRIA GROUP INC | $27.13万 | 0.08% | 4,111 | 4,111 | — | $27.13万 | 新建仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $27.09万 | 0.08% | 942 | -27 | -2.8% | -$7,766 | 减仓 |
| XEL | XCEL ENERGY INC | $27.02万 | 0.08% | 3,402 | -54 | -1.6% | -$4,290 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $25.77万 | 0.08% | 1,968 | -67 | -3.3% | -$8,775 | 减仓 |
| FJP | FIRST TRUST JAPAN ALPHADEX FUND | $24.96万 | 0.08% | 3,438 | -413 | -10.7% | -$3.00万 | 减仓 |
| ADBE | ADOBE INC | $24.94万 | 0.08% | 1,026 | 5 | 0.5% | $1,215 | 加仓 |
| DEO | DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $24.81万 | 0.08% | 3,332 | -76 | -2.2% | -$5,659 | 减仓 |
| GSK | GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $24.62万 | 0.08% | 4,461 | -357 | -7.4% | -$1.97万 | 减仓 |
| MMM | 3M CO | $24.42万 | 0.08% | 1,682 | -41 | -2.4% | -$5,953 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CLASS CLASS A | $24.31万 | 0.08% | 743 | 1 | 0.1% | $327 | 加仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - FEBRUARY | $24.18万 | 0.08% | 7,975 | 7,975 | — | $24.18万 | 新建仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $23.86万 | 0.07% | 3,807 | -42 | -1.1% | -$2,633 | 减仓 |
| AZN | ASTRAZENECA PLC F | $23.51万 | 0.07% | 1,192 | 1,192 | — | $23.51万 | 新建仓 |
| DSEP | FT VEST U.S. EQUITY DEEPBUFFER ETF - SEPTEMBER | $23.46万 | 0.07% | 5,337 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $23.41万 | 0.07% | 3,877 | -257 | -6.2% | -$1.55万 | 减仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY | $23.05万 | 0.07% | 5,927 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $22.84万 | 0.07% | 5,230 | -571 | -9.8% | -$2.49万 | 减仓 |
| C | CITIGROUP INC | $22.80万 | 0.07% | 2,010 | 6 | 0.3% | $681 | 加仓 |
| DJAN | FT VEST U.S. EQUITY DEEPBUFFER ETF - JANUARY | $22.63万 | 0.07% | 5,321 | 0 | 0.0% | — | 不变 |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $22.61万 | 0.07% | 7,080 | 7,080 | — | $22.61万 | 新建仓 |
| — | FIRST TRUST INDXX CRITICAL METALS ETF | $22.10万 | 0.07% | 6,600 | 6,600 | — | $22.10万 | 新建仓 |
| WMB | WILLIAMS COS INC | $21.87万 | 0.07% | 3,005 | -1,578 | -34.4% | -$11.48万 | 减仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | $21.74万 | 0.07% | 5,370 | -4 | -0.1% | -$162 | 减仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $21.21万 | 0.07% | 1,056 | -11 | -1.0% | -$2,209 | 减仓 |
| — | FIRST TRUST INDXX GLOBALNATURAL RESOURCES INCOMEETF | $21.10万 | 0.07% | 11,823 | 11 | 0.1% | $196 | 加仓 |
| FTXO | FIRST TRUST NASDAQ BANK ETF | $21.00万 | 0.07% | 5,805 | -50 | -0.9% | -$1,809 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $20.74万 | 0.06% | 3,120 | 1 | 0.0% | $66 | 加仓 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $20.64万 | 0.06% | 4,342 | -546 | -11.2% | -$2.60万 | 减仓 |
| GJUN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $20.42万 | 0.06% | 5,181 | -2 | -0.0% | -$79 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF | $20.35万 | 0.06% | 8,170 | -59 | -0.7% | -$1,470 | 减仓 |
| ABT | ABBOTT LABS | $20.32万 | 0.06% | 1,979 | -6 | -0.3% | -$616 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $20.31万 | 0.06% | 1,058 | 1,058 | — | $20.31万 | 新建仓 |
| FDD | FIRST TRUST STOXX EUROPEAN SELECT DIVIDENDINDEX FUND | $18.81万 | 0.06% | 10,561 | -1,538 | -12.7% | -$2.74万 | 减仓 |
| WU | WESTERN UN CO | $15.64万 | 0.05% | 17,916 | 17,916 | — | $15.64万 | 新建仓 |
| — | SOUTHERN ITS INTL INC | $2.34万 | 0.01% | 936,941 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSIN | $0 | 0.00% | 0 | -960 | -100.0% | -$24.70万 | 清仓 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -665 | -100.0% | -$23.38万 | 清仓 |
| VEEV | VEEVA SYS INC CLASS CLASS A | $0 | 0.00% | 0 | -1,008 | -100.0% | -$22.50万 | 清仓 |
| SCHB | SCHWAB US BROAD MARKET ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FT VEST US EQUITY BUFFERPREM ETF | $0 | 0.00% | 0 | -6,435 | -100.0% | -$20.07万 | 清仓 |