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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | $1,771.11万 | 4.99% | 25,787 | -169 | -0.7% | -$11.61万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1,111.37万 | 3.13% | 126,464 | -7,835 | -5.8% | -$68.85万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $937.98万 | 2.64% | 131,646 | -1,281 | -1.0% | -$9.13万 | 减仓 |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $799.23万 | 2.25% | 383,230 | 103,586 | 37.0% | $216.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $778.31万 | 2.19% | 15,554 | 135 | 0.9% | $6.76万 | 加仓 |
| DE | DEERE & CO | $704.40万 | 1.98% | 11,105 | 451 | 4.2% | $28.61万 | 加仓 |
| AMAT | APPLIED MATLS INC | $692.53万 | 1.95% | 9,579 | -691 | -6.7% | -$49.96万 | 减仓 |
| GOOG | ALPHABET INC CLASS C | $636.61万 | 1.79% | 18,018 | -5,534 | -23.5% | -$195.53万 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $625.83万 | 1.76% | 145,070 | 35,353 | 32.2% | $152.51万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $601.71万 | 1.70% | 119,410 | 1,449 | 1.2% | $7.30万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | $567.10万 | 1.60% | 222,217 | -4,511 | -2.0% | -$11.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $555.41万 | 1.56% | 16,968 | -2,230 | -11.6% | -$72.99万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $546.83万 | 1.54% | 30,227 | 1,923 | 6.8% | $34.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $510.79万 | 1.44% | 13,693 | -576 | -4.0% | -$21.49万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $489.57万 | 1.38% | 101,612 | -989 | -1.0% | -$4.77万 | 减仓 |
| AAPL | APPLE INC | $457.95万 | 1.29% | 15,826 | 714 | 4.7% | $20.66万 | 加仓 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $447.35万 | 1.26% | 87,089 | -105 | -0.1% | -$5,394 | 减仓 |
| — | EXXON MOBIL CORP | $426.19万 | 1.20% | 31,173 | 1,176 | 3.9% | $16.08万 | 加仓 |
| BKNG | BOOKING HLDGS INC | $409.56万 | 1.15% | 22,978 | 3,778 | 19.7% | $67.34万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $405.99万 | 1.14% | 43,227 | -288 | -0.7% | -$2.70万 | 减仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER ETF - MAY | $402.92万 | 1.14% | 71,694 | 366 | 0.5% | $2.06万 | 加仓 |
| META | META PLATFORMS INC CLASS A | $398.34万 | 1.12% | 7,072 | -277 | -3.8% | -$15.60万 | 减仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $369.52万 | 1.04% | 188,819 | 188,819 | — | $369.52万 | 新建仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $335.22万 | 0.94% | 76,868 | -15,020 | -16.3% | -$65.50万 | 减仓 |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $333.18万 | 0.94% | 104,153 | 97,073 | 1,371.1% | $310.54万 | 加仓 |
| AMZN | AMAZON.COM INC | $331.75万 | 0.93% | 13,919 | -3,168 | -18.5% | -$75.51万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $331.63万 | 0.93% | 35,941 | -4,835 | -11.9% | -$44.61万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $331.56万 | 0.93% | 9,360 | -1,059 | -10.2% | -$37.51万 | 减仓 |
| V | VISA INC CLASS A | $326.14万 | 0.92% | 9,506 | 1,040 | 12.3% | $35.68万 | 加仓 |
| LGOV | FIRST TRUST LONG DURATION OPPORTUNITIES ETF | $317.50万 | 0.89% | 148,365 | 9,616 | 6.9% | $20.58万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $317.40万 | 0.89% | 53,174 | -348 | -0.7% | -$2.08万 | 减仓 |
| ADI | ANALOG DEVICES INC | $317.34万 | 0.89% | 7,990 | 57 | 0.7% | $2.26万 | 加仓 |
| FIIG | FIRST TRUST INTERMEDIATEDURATION INVESTMENT GRADE CORPORATE ETF | $308.89万 | 0.87% | 149,149 | 37,940 | 34.1% | $78.57万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $305.52万 | 0.86% | 59,004 | 3,235 | 5.8% | $16.75万 | 加仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $293.96万 | 0.83% | 15,170 | -111 | -0.7% | -$2.15万 | 减仓 |
| WFC | WELLS FARGO & CO | $287.98万 | 0.81% | 34,847 | -250 | -0.7% | -$2.07万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | $259.16万 | 0.73% | 53,513 | 855 | 1.6% | $4.14万 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $249.97万 | 0.70% | 21,759 | -682 | -3.0% | -$7.83万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $244.82万 | 0.69% | 9,944 | -3 | -0.0% | -$739 | 减仓 |
| BNY | BANK NEW YORK MELLON COR | $241.65万 | 0.68% | 16,711 | -3,525 | -17.4% | -$50.97万 | 减仓 |
| COP | CONOCOPHILLIPS | $239.25万 | 0.67% | 23,014 | 1,726 | 8.1% | $17.94万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $233.23万 | 0.66% | 29,936 | 175 | 0.6% | $1.36万 | 加仓 |
| GNOV | FT VEST U.S. EQUITY MODERATE BUFFER ETF - NOVEMBER | $230.88万 | 0.65% | 55,240 | -597 | -1.1% | -$2.50万 | 减仓 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $221.40万 | 0.62% | 36,827 | 351 | 1.0% | $2.11万 | 加仓 |
| MDT | MEDTRONIC PLC F | $220.25万 | 0.62% | 28,154 | 3,377 | 13.6% | $26.42万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $213.03万 | 0.60% | 14,077 | 1,771 | 14.4% | $26.80万 | 加仓 |
| NVS | NOVARTIS AG F | $212.11万 | 0.60% | 13,534 | -3,436 | -20.2% | -$53.85万 | 减仓 |
| LMBS | FIRST TRUST LOW DURATIONOPPORTUNITIES ETF | $209.99万 | 0.59% | 42,184 | -25,827 | -38.0% | -$128.57万 | 减仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $202.23万 | 0.57% | 20,892 | -501 | -2.3% | -$4.85万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $200.37万 | 0.56% | 10,517 | 3,088 | 41.6% | $58.83万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $196.49万 | 0.55% | 2,472 | 133 | 5.7% | $10.57万 | 加仓 |
| OMC | OMNICOM GROUP INC | $194.13万 | 0.55% | 26,655 | 1,375 | 5.4% | $10.01万 | 加仓 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $193.43万 | 0.54% | 20,430 | -274 | -1.3% | -$2.59万 | 减仓 |
| NVDA | NVIDIA CORP | $187.48万 | 0.53% | 9,370 | 1,067 | 12.9% | $21.35万 | 加仓 |
| CMCSA | COMCAST CORP NEW CLASS A | $185.39万 | 0.52% | 75,516 | 571 | 0.8% | $1.40万 | 加仓 |
| ACYN | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | $184.84万 | 0.52% | 88,910 | 74,472 | 515.8% | $154.83万 | 加仓 |
| ORCL | ORACLE CORP | $181.30万 | 0.51% | 12,371 | -3,316 | -21.1% | -$48.60万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $177.94万 | 0.50% | 4,601 | -4 | -0.1% | -$1,547 | 减仓 |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $176.97万 | 0.50% | 30,256 | -932 | -3.0% | -$5.45万 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $175.29万 | 0.49% | 36,023 | -234 | -0.6% | -$1.14万 | 减仓 |
| MCK | MCKESSON CORP | $167.22万 | 0.47% | 2,213 | -281 | -11.3% | -$21.23万 | 减仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $165.89万 | 0.47% | 40,810 | 970 | 2.4% | $3.94万 | 加仓 |
| CAT | CATERPILLAR INC | $160.53万 | 0.45% | 1,507 | 196 | 15.0% | $20.88万 | 加仓 |
| AON | AON PLC FCLASS A | $152.28万 | 0.43% | 4,591 | 4,591 | — | $152.28万 | 新建仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $151.47万 | 0.43% | 12,730 | 5,293 | 71.2% | $62.98万 | 加仓 |
| AFLG | FIRST TRUST ACTIVE FACTOR LARGE CAP ETF | $146.78万 | 0.41% | 33,805 | -355 | -1.0% | -$1.54万 | 减仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $142.42万 | 0.40% | 38,489 | 749 | 2.0% | $2.77万 | 加仓 |
| BUFG | FT VEST BUFFERED ALLOCATION GROWTH ETF | $141.11万 | 0.40% | 48,136 | -4,768 | -9.0% | -$13.98万 | 减仓 |
| RTX | RTX CORP | $137.62万 | 0.39% | 7,254 | 816 | 12.7% | $15.48万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $137.11万 | 0.39% | 2,871 | -977 | -25.4% | -$46.66万 | 减仓 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $134.88万 | 0.38% | 71,538 | -61,764 | -46.3% | -$116.46万 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES | $131.65万 | 0.37% | 28,123 | 414 | 1.5% | $1.94万 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $129.32万 | 0.36% | 22,425 | -518 | -2.3% | -$2.99万 | 减仓 |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $128.89万 | 0.36% | 46,148 | 11,235 | 32.2% | $31.38万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $127.84万 | 0.36% | 15,771 | -334 | -2.1% | -$2.71万 | 减仓 |
| AMRZ | AMRIZE LTD F | $125.35万 | 0.35% | 23,517 | 23,517 | — | $125.35万 | 新建仓 |
| FFEB | FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY | $123.90万 | 0.35% | 20,318 | -792 | -3.8% | -$4.83万 | 减仓 |
| AFL | AFLAC INC | $123.14万 | 0.35% | 10,502 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | $122.66万 | 0.35% | 9,205 | 1,805 | 24.4% | $24.05万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $122.26万 | 0.34% | 18,096 | -374 | -2.0% | -$2.53万 | 减仓 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $120.68万 | 0.34% | 28,290 | -541 | -1.9% | -$2.31万 | 减仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $119.40万 | 0.34% | 21,678 | -31 | -0.1% | -$1,707 | 减仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $118.38万 | 0.33% | 45,131 | -100 | -0.2% | -$2,623 | 减仓 |
| AMD | ADVANCED MICRO DEVICES I | $116.61万 | 0.33% | 2,007 | -8 | -0.4% | -$4,648 | 减仓 |
| QQQ | INVESCO QQQ TR | $115.25万 | 0.32% | 1,565 | 2 | 0.1% | $1,473 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $113.67万 | 0.32% | 1,518 | 1 | 0.1% | $749 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $112.34万 | 0.32% | 19,891 | -1,229 | -5.8% | -$6.94万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $112.25万 | 0.32% | 1,503 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $109.24万 | 0.31% | 14,243 | -39 | -0.3% | -$2,991 | 减仓 |
| FJAN | FT VEST U.S. EQUITY BUFFER ETF - JANUARY | $107.94万 | 0.30% | 19,593 | -17 | -0.1% | -$937 | 减仓 |
| AFMC | FIRST TRUST ACTIVE FACTOR MID CAP ETF | $104.21万 | 0.29% | 25,428 | 5,083 | 25.0% | $20.83万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $103.08万 | 0.29% | 2,056 | 2,056 | — | $103.08万 | 新建仓 |
| LRCX | LAM RESH CORP | $103.00万 | 0.29% | 2,377 | -128 | -5.1% | -$5.55万 | 减仓 |
| PEP | PEPSICO INC | $102.67万 | 0.29% | 7,583 | 503 | 7.1% | $6.81万 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES | $101.91万 | 0.29% | 14,785 | -112 | -0.8% | -$7,720 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $100.47万 | 0.28% | 3,956 | 152 | 4.0% | $3.86万 | 加仓 |
| FMAR | FT VEST U.S. EQUITY BUFFER ETF - MARCH | $99.84万 | 0.28% | 19,105 | -231 | -1.2% | -$1.21万 | 减仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $96.91万 | 0.27% | 26,529 | 1,085 | 4.3% | $3.96万 | 加仓 |
| TXN | TEXAS INSTRS INC | $96.57万 | 0.27% | 3,240 | 18 | 0.6% | $5,365 | 加仓 |
| WMT | WALMART INC | $94.76万 | 0.27% | 8,367 | 195 | 2.4% | $2.21万 | 加仓 |