First Heartland Consultants, Inc.
LAKE ST. LOUIS MO · SEC CIK 0001428793
$13.05亿2026Q1 申报市值
523持仓数
24.4%前十大占比 · 第一大 3.5%
40 / 46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
SCIO 新建仓+$1,060.59万
QSPT 加仓+$764.02万
FDMO 新建仓+$745.84万
RDVY 加仓+$653.77万
GRNJ 加仓+$646.85万
2026Q1 卖出最多 按季末市值估算
FBND 减仓-$1,154.67万
SPY 减仓-$878.61万
QQQ 减仓-$758.54万
IVES 减仓-$690.57万
FIRST TR EXCHANG 减仓-$642.96万
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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $33.24万 | 0.03% | 2,707 | -106 | -3.8% | -$1.30万 | 减仓 |
| KIE | SPDR SER TR | $33.29万 | 0.03% | 6,052 | -342 | -5.3% | -$1.88万 | 减仓 |
| SHOP | SHOPIFY INC | $33.31万 | 0.03% | 2,808 | -184 | -6.1% | -$2.18万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $33.33万 | 0.03% | 7,527 | 1,516 | 25.2% | $6.71万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $33.35万 | 0.03% | 9,427 | -63 | -0.7% | -$2,229 | 减仓 |
| ORCL | ORACLE CORP | $33.58万 | 0.03% | 2,283 | 24 | 1.1% | $3,530 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.64万 | 0.03% | 12,790 | 55 | 0.4% | $1,446 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $33.65万 | 0.03% | 9,872 | 9,872 | — | $33.65万 | 新建仓 |
| KNG | FIRST TR EXCHANGE TRADED FD | $33.71万 | 0.03% | 6,921 | 35 | 0.5% | $1,705 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $34.05万 | 0.03% | 7,239 | -371 | -4.9% | -$1.75万 | 减仓 |
| ETR | ENTERGY CORP NEW | $34.11万 | 0.03% | 3,036 | -2,621 | -46.3% | -$29.45万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $34.34万 | 0.03% | 6,148 | 665 | 12.1% | $3.71万 | 加仓 |
| DVY | ISHARES | $34.39万 | 0.03% | 2,271 | -31 | -1.3% | -$4,694 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $34.57万 | 0.03% | 10,944 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $34.58万 | 0.03% | 15,915 | -490 | -3.0% | -$1.06万 | 减仓 |
| CWB | SPDR SER TR | $35.30万 | 0.03% | 3,857 | 1,520 | 65.0% | $13.91万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $35.54万 | 0.03% | 4,465 | 20 | 0.4% | $1,592 | 加仓 |
| — | STRATEGY SHS | $35.62万 | 0.03% | 13,615 | 529 | 4.0% | $1.38万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $35.64万 | 0.03% | 7,717 | -466 | -5.7% | -$2.15万 | 减仓 |
| PFF | ISHARES TR | $35.65万 | 0.03% | 11,757 | -311 | -2.6% | -$9,430 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $36.05万 | 0.03% | 10,346 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $36.27万 | 0.03% | 11,331 | -723 | -6.0% | -$2.31万 | 减仓 |
| XYLD | GLOBAL X FDS | $36.38万 | 0.03% | 9,297 | 51 | 0.6% | $1,996 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $36.43万 | 0.03% | 9,470 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $36.47万 | 0.03% | 9,493 | 439 | 4.8% | $1.69万 | 加仓 |
| PFE | PFIZER INC | $36.91万 | 0.03% | 13,143 | 220 | 1.7% | $6,178 | 加仓 |
| QYLD | GLOBAL X FDS | $36.95万 | 0.03% | 21,548 | 132 | 0.6% | $2,264 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $37.02万 | 0.03% | 6,216 | -1,105 | -15.1% | -$6.58万 | 减仓 |
| FTCS | FIRST TR EXCHANGE TRADED FD | $37.05万 | 0.03% | 3,994 | 130 | 3.4% | $1.21万 | 加仓 |
| SPHD | INVESCO EXCHANGE TRADED FD TR | $37.18万 | 0.03% | 7,495 | 0 | 0.0% | — | 不变 |
| SPBO | SPDR SER TR | $37.27万 | 0.03% | 12,837 | 154 | 1.2% | $4,471 | 加仓 |
| NOW | SERVICENOW | $37.35万 | 0.03% | 3,572 | 352 | 10.9% | $3.68万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $37.36万 | 0.03% | 14,215 | 1,412 | 11.0% | $3.71万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $37.39万 | 0.03% | 5,220 | 0 | 0.0% | — | 不变 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $37.52万 | 0.03% | 11,910 | 11,910 | — | $37.52万 | 新建仓 |
| IYH | ISHARES TR | $37.63万 | 0.03% | 6,106 | 10 | 0.2% | $616 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $37.89万 | 0.03% | 555 | -255 | -31.5% | -$17.41万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $38.00万 | 0.03% | 3,933 | -7 | -0.2% | -$676 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $38.35万 | 0.03% | 7,652 | 598 | 8.5% | $3.00万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $38.43万 | 0.03% | 5,143 | -178 | -3.3% | -$1.33万 | 减仓 |
| MCD | MCDONALDS CORP | $38.57万 | 0.03% | 1,241 | 23 | 1.9% | $7,149 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $38.60万 | 0.03% | 2,001 | -34 | -1.7% | -$6,559 | 减仓 |
| SBUX | STARBUCKS CORP | $38.85万 | 0.03% | 4,336 | 62 | 1.5% | $5,555 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $38.99万 | 0.03% | 7,702 | 136 | 1.8% | $6,884 | 加仓 |
| SPSM | SPDR SER TR | $39.00万 | 0.03% | 8,071 | -412 | -4.9% | -$1.99万 | 减仓 |
| — | TRUST FOR PROOFESSIONAL MANAG | $39.14万 | 0.03% | 17,689 | 128 | 0.7% | $2,832 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $39.28万 | 0.03% | 3,131 | -1,020 | -24.6% | -$12.80万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $39.50万 | 0.03% | 930 | 13 | 1.4% | $5,521 | 加仓 |
| AOM | ISHARES TR | $39.51万 | 0.03% | 8,341 | -247 | -2.9% | -$1.17万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $39.79万 | 0.03% | 13,867 | -976 | -6.6% | -$2.80万 | 减仓 |
| ARKQ | ARK ETF TR | $40.41万 | 0.03% | 3,593 | 501 | 16.2% | $5.63万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $40.46万 | 0.03% | 2,769 | -121 | -4.2% | -$1.77万 | 减仓 |
| VV | VANGUARD INDEX FDS | $40.58万 | 0.03% | 1,358 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $40.93万 | 0.03% | 9,027 | -1,944 | -17.7% | -$8.81万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $41.01万 | 0.03% | 12,755 | -4,310 | -25.3% | -$13.86万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $41.06万 | 0.03% | 16,215 | 1,226 | 8.2% | $3.10万 | 加仓 |
| FDN | FIRST TR EXCHANGE TRADED FD | $41.19万 | 0.03% | 1,760 | -120 | -6.4% | -$2.81万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGD ETF | $41.28万 | 0.03% | 8,814 | -968 | -9.9% | -$4.53万 | 减仓 |
| MPC | MARATHON PETE CORP | $41.54万 | 0.03% | 1,701 | -464 | -21.4% | -$11.33万 | 减仓 |
| BAC | BANK OF AMERICA | $41.79万 | 0.03% | 8,573 | -5,890 | -40.7% | -$28.71万 | 减仓 |
| RDVI | FIRST TR CBOE VEST RISING | $42.01万 | 0.03% | 16,444 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $42.13万 | 0.03% | 10,066 | -430 | -4.1% | -$1.80万 | 减仓 |
| MUNI | PIMCO ETF TR | $42.35万 | 0.03% | 8,115 | -662 | -7.5% | -$3.45万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $42.80万 | 0.03% | 9,124 | 256 | 2.9% | $1.20万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $43.12万 | 0.03% | 9,571 | 2,072 | 27.6% | $9.33万 | 加仓 |
| PLTR | PLANTIR TECHNOLIGIES IN | $43.48万 | 0.03% | 2,973 | -209 | -6.6% | -$3.06万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $43.49万 | 0.03% | 6,238 | 54 | 0.9% | $3,764 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $43.68万 | 0.03% | 2,688 | 19 | 0.7% | $3,087 | 加仓 |
| CSCO | CISCO SYS INC | $43.75万 | 0.03% | 5,639 | -7,028 | -55.5% | -$54.53万 | 减仓 |
| IEFA | ISHARES TR | $43.83万 | 0.03% | 4,842 | 1,265 | 35.4% | $11.45万 | 加仓 |
| VFH | VANGUARD WORLD FD | $43.84万 | 0.03% | 3,629 | 0 | 0.0% | — | 不变 |
| XLSR | SSGA ACTIVE TR | $44.64万 | 0.03% | 7,732 | 535 | 7.4% | $3.09万 | 加仓 |
| FTLS | FIRST TR EXCH TRADES FD III | $45.30万 | 0.03% | 6,439 | -4,718 | -42.3% | -$33.20万 | 减仓 |
| EPD | ENTERPRISE PROD PARTNERS L | $45.36万 | 0.03% | 11,988 | -8,314 | -41.0% | -$31.46万 | 减仓 |
| INTC | INTEL CORP | $45.40万 | 0.03% | 10,287 | 235 | 2.3% | $1.04万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $45.41万 | 0.03% | 751 | -109 | -12.7% | -$6.59万 | 减仓 |
| CPRT | COPART INC | $45.52万 | 0.03% | 13,711 | 0 | 0.0% | — | 不变 |
| EVSD | MORGAN STANLEY ETF TRUST | $45.64万 | 0.03% | 8,960 | 8,960 | — | $45.64万 | 新建仓 |
| IXC | ISHARES TR | $46.10万 | 0.04% | 8,002 | 36 | 0.5% | $2,074 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $46.27万 | 0.04% | 12,888 | 3,536 | 37.8% | $12.69万 | 加仓 |
| CHE | CHEMED CORP NEW | $46.31万 | 0.04% | 1,226 | 2 | 0.2% | $755 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $46.51万 | 0.04% | 3,552 | 142 | 4.2% | $1.86万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $46.53万 | 0.04% | 14,739 | -58,954 | -80.0% | -$186.11万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $46.61万 | 0.04% | 2,819 | -36 | -1.3% | -$5,952 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $47.19万 | 0.04% | 8,929 | -269 | -2.9% | -$1.42万 | 减仓 |
| MOAT | VANECK ETF TRUST | $47.56万 | 0.04% | 4,919 | 98 | 2.0% | $9,476 | 加仓 |
| DIS | DISNEY WALT CO | $47.71万 | 0.04% | 4,950 | -199 | -3.9% | -$1.92万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $48.09万 | 0.04% | 17,714 | 17 | 0.1% | $462 | 加仓 |
| BWX | SPDR SERIES TRUST | $48.89万 | 0.04% | 22,272 | 142 | 0.6% | $3,117 | 加仓 |
| FLMI | FRNKLIN TEMPLETON ETF TR | $48.90万 | 0.04% | 19,728 | 3,488 | 21.5% | $8.65万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $49.01万 | 0.04% | 17,072 | 693 | 4.2% | $1.99万 | 加仓 |
| APH | AMPHENOL CORP NEW | $49.38万 | 0.04% | 3,908 | -11 | -0.3% | -$1,390 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $49.42万 | 0.04% | 12,084 | 4,234 | 53.9% | $17.32万 | 加仓 |
| FTSM | FIRST TR EXCHANGE TRADED FD | $50.04万 | 0.04% | 8,370 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA COMPANY | $50.24万 | 0.04% | 6,606 | -1,872 | -22.1% | -$14.24万 | 减仓 |
| PGR | PROGRESSIVE CORP | $50.55万 | 0.04% | 2,550 | 13 | 0.5% | $2,577 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $51.05万 | 0.04% | 17,303 | -3,205 | -15.6% | -$9.45万 | 减仓 |
| FLOT | ISHARES TR | $51.20万 | 0.04% | 10,049 | 376 | 3.9% | $1.92万 | 加仓 |
| — | ETF SER SOLUTIONS | $51.79万 | 0.04% | 20,634 | 20,634 | — | $51.79万 | 新建仓 |
| TDVG | T ROWE PRICE ETF INC | $52.10万 | 0.04% | 11,674 | -103 | -0.9% | -$4,597 | 减仓 |