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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | $1,551.02万 | 4.86% | 25,956 | -283 | -1.1% | -$16.91万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1,027.92万 | 3.22% | 134,299 | -1,359 | -1.0% | -$10.40万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $851.80万 | 2.67% | 132,927 | -5,247 | -3.8% | -$33.62万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $738.88万 | 2.31% | 15,419 | 1,065 | 7.4% | $51.03万 | 加仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $675.60万 | 2.12% | 23,552 | 686 | 3.0% | $19.68万 | 加仓 |
| DE | DEERE & CO | $600.17万 | 1.88% | 10,654 | 7 | 0.1% | $3,943 | 加仓 |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $586.13万 | 1.84% | 279,644 | 10,070 | 3.7% | $21.11万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | $580.88万 | 1.82% | 226,728 | 13,378 | 6.3% | $34.27万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $564.73万 | 1.77% | 19,198 | 1,317 | 7.4% | $38.74万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $538.49万 | 1.69% | 117,961 | -6,161 | -5.0% | -$28.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $528.18万 | 1.65% | 14,269 | 1,800 | 14.4% | $66.63万 | 加仓 |
| — | EXXON MOBIL CORP | $508.92万 | 1.59% | 29,997 | -1,239 | -4.0% | -$21.02万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $482.53万 | 1.51% | 102,601 | 2,485 | 2.5% | $11.69万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $467.98万 | 1.47% | 28,304 | -2,357 | -7.7% | -$38.97万 | 减仓 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $441.72万 | 1.38% | 87,194 | 3,109 | 3.7% | $15.75万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $432.61万 | 1.36% | 109,717 | 2,150 | 2.0% | $8.48万 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $420.48万 | 1.32% | 7,349 | 3 | 0.0% | $1,716 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $403.65万 | 1.26% | 43,515 | -23 | -0.1% | -$2,133 | 减仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $400.54万 | 1.25% | 91,888 | -3,646 | -3.8% | -$15.89万 | 减仓 |
| AAPL | APPLE INC | $383.52万 | 1.20% | 15,112 | 39 | 0.3% | $9,897 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $383.21万 | 1.20% | 40,776 | 442 | 1.1% | $4.15万 | 加仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER ETF - MAY | $376.61万 | 1.18% | 71,328 | -391 | -0.5% | -$2.06万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $357.60万 | 1.12% | 10,419 | 448 | 4.5% | $15.38万 | 加仓 |
| AMZN | AMAZON.COM INC | $355.87万 | 1.11% | 17,087 | 4,975 | 41.1% | $103.61万 | 加仓 |
| AMAT | APPLIED MATLS INC | $351.01万 | 1.10% | 10,270 | -480 | -4.5% | -$16.41万 | 减仓 |
| LMBS | FIRST TRUST LOW DURATIONOPPORTUNITIES ETF | $338.76万 | 1.06% | 68,011 | 700 | 1.0% | $3.49万 | 加仓 |
| BKNG | BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $323.26万 | 1.01% | 768 | 95 | 14.1% | $39.99万 | 加仓 |
| LGOV | FIRST TRUST LONG DURATION OPPORTUNITIES ETF | $299.28万 | 0.94% | 138,749 | 4,329 | 3.2% | $9.34万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $289.28万 | 0.91% | 53,522 | -1,163 | -2.1% | -$6.29万 | 减仓 |
| COP | CONOCOPHILLIPS | $281.00万 | 0.88% | 21,288 | -403 | -1.9% | -$5.32万 | 减仓 |
| WFC | WELLS FARGO & CO | $279.40万 | 0.88% | 35,097 | -7,842 | -18.3% | -$62.43万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $261.61万 | 0.82% | 55,769 | -1,593 | -2.8% | -$7.47万 | 减仓 |
| NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $259.22万 | 0.81% | 16,970 | -249 | -1.4% | -$3.80万 | 减仓 |
| V | VISA INC CLASS CLASS A | $255.88万 | 0.80% | 8,466 | 409 | 5.1% | $12.36万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | $253.02万 | 0.79% | 52,658 | 2,004 | 4.0% | $9.63万 | 加仓 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $252.47万 | 0.79% | 133,302 | 4,766 | 3.7% | $9.03万 | 加仓 |
| ADI | ANALOG DEVICES INC | $252.37万 | 0.79% | 7,933 | -1,116 | -12.3% | -$35.50万 | 减仓 |
| BNY | BANK NEW YORK MELLON COR | $240.06万 | 0.75% | 20,236 | 536 | 2.7% | $6.36万 | 加仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $235.54万 | 0.74% | 15,281 | -97 | -0.6% | -$1.50万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $233.35万 | 0.73% | 29,761 | 775 | 2.7% | $6.08万 | 加仓 |
| ORCL | ORACLE CORP | $230.77万 | 0.72% | 15,687 | 2,498 | 18.9% | $36.75万 | 加仓 |
| FIIG | FIRST TRUST INTERMEDIATEDURATION INVESTMENT GRADE CORPORATE ETF | $230.76万 | 0.72% | 111,209 | -8,441 | -7.1% | -$17.52万 | 减仓 |
| GNOV | FT VEST U.S. EQUITY MODERATE BUFFER ETF - NOVEMBER | $217.42万 | 0.68% | 55,837 | -15 | -0.0% | -$584 | 减仓 |
| MCK | MCKESSON CORP | $215.80万 | 0.68% | 2,494 | 21 | 0.8% | $1.82万 | 加仓 |
| CMCSA | COMCAST CORP NEW CLASS A | $215.17万 | 0.67% | 74,945 | 9,511 | 14.5% | $27.31万 | 加仓 |
| MDT | MEDTRONIC PLC F | $214.69万 | 0.67% | 24,777 | 693 | 2.9% | $6.00万 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $210.18万 | 0.66% | 22,441 | -1,041 | -4.4% | -$9.75万 | 减仓 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $207.80万 | 0.65% | 36,476 | 3,057 | 9.1% | $17.42万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $204.70万 | 0.64% | 9,947 | -84 | -0.8% | -$1.73万 | 减仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $197.56万 | 0.62% | 21,393 | -643 | -2.9% | -$5.94万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $193.49万 | 0.61% | 12,306 | 1,030 | 9.1% | $16.20万 | 加仓 |
| OMC | OMNICOM GROUP INC | $190.38万 | 0.60% | 25,280 | 1,671 | 7.1% | $12.58万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $184.18万 | 0.58% | 36,257 | 2,499 | 7.4% | $12.69万 | 加仓 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $179.98万 | 0.56% | 20,704 | -2,346 | -10.2% | -$20.39万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $170.25万 | 0.53% | 2,339 | 1 | 0.0% | $728 | 加仓 |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $166.53万 | 0.52% | 31,188 | -493 | -1.6% | -$2.63万 | 减仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $161.63万 | 0.51% | 39,840 | -5,428 | -12.0% | -$22.02万 | 减仓 |
| NVDA | NVIDIA CORP | $144.80万 | 0.45% | 8,303 | 1,076 | 14.9% | $18.76万 | 加仓 |
| BUFG | FT VEST BUFFERED ALLOCATION GROWTH ETF | $142.10万 | 0.45% | 52,904 | -543 | -1.0% | -$1.46万 | 减仓 |
| 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 |
| BAC | BANK OF AMERICA CORP | $135.99万 | 0.43% | 27,896 | -290 | -1.0% | -$1.41万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $134.81万 | 0.42% | 4,605 | 145 | 3.3% | $4.24万 | 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 |
| VMBS | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES | $130.09万 | 0.41% | 27,709 | 283 | 1.0% | $1.33万 | 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 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $128.49万 | 0.40% | 37,740 | 455 | 1.2% | $1.55万 | 加仓 |
| RTX | RTX CORP | $124.19万 | 0.39% | 6,438 | 410 | 6.8% | $7.91万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $119.71万 | 0.37% | 21,120 | -1,177 | -5.3% | -$6.67万 | 减仓 |
| 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 |
| FFEB | FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY | $117.90万 | 0.37% | 21,110 | 681 | 3.3% | $3.80万 | 加仓 |
| AFL | AFLAC INC | $115.22万 | 0.36% | 10,502 | 0 | 0.0% | — | 不变 |
| 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 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $110.23万 | 0.35% | 14,282 | 357 | 2.6% | $2.76万 | 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 |
| PEP | PEPSICO INC | $109.94万 | 0.34% | 7,080 | 123 | 1.8% | $1.91万 | 加仓 |
| 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 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $109.26万 | 0.34% | 21,709 | -1 | -0.0% | -$50 | 减仓 |
| BLV | VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES | $102.46万 | 0.32% | 14,897 | 559 | 3.9% | $3.84万 | 加仓 |
| WMT | WALMART INC | $101.57万 | 0.32% | 8,172 | 320 | 4.1% | $3.98万 | 加仓 |
| FSMB | FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF | $99.78万 | 0.31% | 49,988 | 1,132 | 2.3% | $2.26万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $99.10万 | 0.31% | 1,517 | -229 | -13.1% | -$14.96万 | 减仓 |
| 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 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $98.73万 | 0.31% | 7,429 | 789 | 11.9% | $10.49万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $97.75万 | 0.31% | 1,503 | -13 | -0.9% | -$8,455 | 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 |
| — | FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF | $93.30万 | 0.29% | 21,469 | -110 | -0.5% | -$4,780 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $92.99万 | 0.29% | 3,804 | 124 | 3.4% | $3.03万 | 加仓 |
| CAT | CATERPILLAR INC | $92.91万 | 0.29% | 1,311 | 89 | 7.3% | $6.31万 | 加仓 |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $91.72万 | 0.29% | 34,913 | 150 | 0.4% | $3,941 | 加仓 |
| QQQ | INVESCO QQQ TR | $90.21万 | 0.28% | 1,563 | 7 | 0.4% | $4,040 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $85.92万 | 0.27% | 25,444 | 4,291 | 20.3% | $14.49万 | 加仓 |
| KO | THE COCA-COLA CO | $85.74万 | 0.27% | 11,275 | -158 | -1.4% | -$1.20万 | 减仓 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $85.56万 | 0.27% | 16,523 | 0 | 0.0% | — | 不变 |
| 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 |
| HD | HOME DEPOT INC | $84.38万 | 0.26% | 2,566 | -53 | -2.0% | -$1.74万 | 减仓 |
| KMX | CARMAX INC | $84.16万 | 0.26% | 20,241 | -1,796 | -8.1% | -$7.47万 | 减仓 |
| AIRR | FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | $81.98万 | 0.26% | 7,400 | 3,349 | 82.7% | $37.10万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $81.73万 | 0.26% | 9,428 | 573 | 6.5% | $4.97万 | 加仓 |
| AMGN | AMGEN INC | $79.60万 | 0.25% | 2,262 | -241 | -9.6% | -$8.48万 | 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 |