13F 机构持仓

First Heartland Consultants, Inc.

LAKE ST. LOUIS MO · SEC CIK 0001428793

2026Q22026Q1 更早 9 个季度 🔒
$15.43亿2026Q2 申报市值
589持仓数
24.7%前十大占比 · 第一大 3.9%
76 / 20新建仓 / 清仓
申报市值走势$15.43亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 3.9%
ACIO 3.5%
QQQ 2.9%
RDVY 2.6%
SPDW 2.4%
SPY 2.0%
DRSK 2.0%
SPYG 2.0%
SPYV 1.8%
FRDM 1.6%

2026Q2 买入最多 按季末市值估算

PSC 新建仓+$1,057.19万
IWM 加仓+$726.43万
SPYM 加仓+$689.73万
IYM 加仓+$684.61万
IJK 加仓+$530.99万

2026Q2 卖出最多 按季末市值估算

OSCV 减仓-$894.54万
BSV 减仓-$789.74万
BKAG 减仓-$511.11万
IVW 减仓-$481.22万
FRDM 减仓-$407.56万

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
DDEC FIRST TR EXCHNG TRADED FD VI $35.66万0.02%7,527 00.0% — 不变
PFF ISHARES TR $35.87万0.02%11,766 90.1% $274 加仓
SYFI AB ACTIVE ETFS INC $35.93万0.02%10,061 1,14212.8% $4.08万 加仓
FDN FIRST TR EXCHANGE TRADED FD $36.29万0.02%1,371 -389-22.1% -$10.30万 减仓
CDC VICTORY PORTFOLIOS II $36.36万0.02%4,889 -331-6.3% -$2.46万 减仓
UDEC INNOVATOR ETFS TRUST $36.38万0.02%8,729 7058.8% $2.94万 加仓
SYK STYKER CORP $36.43万0.02%1,157 21022.2% $6.61万 加仓
XEXGX EATON VANCE TAX-MANAGED GLOB $36.46万0.02%37,170 8,56830.0% $8.41万 加仓
PECO PHILLIPS EDISON & COMPANY INC $36.49万0.02%8,768 120.1% $499 加仓
— AIM ETF PRODUCTS TRUST $36.55万0.02%10,944 00.0% — 不变
GCOW PACER FDS TR $36.56万0.02%8,444 8,444— $36.56万 新建仓
BIBL NORTHERN LTS FD TR IV $36.92万0.02%6,378 -6,825-51.7% -$39.51万 减仓
F FORD MOTOR CO DEL $36.95万0.02%26,584 -1,297-4.7% -$1.80万 减仓
DVY ISHARES $37.11万0.02%2,374 1034.5% $1.61万 加仓
TDG TRANSDIGM GROUP INC $37.51万0.02%282 00.0% — 不变
FSTA FIDELITY COVINGTON TRUST $37.69万0.02%7,174 7,174— $37.69万 新建仓
VGSH VANGUARD SCOTTSDALE FDS $37.80万0.02%6,495 1,57532.0% $9.17万 加仓
MCD MCDONALDS CORP $37.81万0.02%1,399 15812.7% $4.27万 加仓
TOUS T ROWE PRICE ETF INC $37.82万0.02%9,856 1,01011.4% $3.88万 加仓
NEAR ISHARES U S ETF TR $37.95万0.02%7,491 1,00915.6% $5.11万 加仓
SPHD INVESCO EXCHANGE TRADED FD TR $38.10万0.02%7,495 00.0% — 不变
XYLD GLOBAL X FDS $38.14万0.02%9,350 530.6% $2,162 加仓
LIN LINDE PLC $38.14万0.02%735 735— $38.14万 新建仓
NAPR INNOVATOR ETFS TRUST $38.70万0.03%6,537 1,90641.2% $11.28万 加仓
OCTW AIM ETF PRODUCTS TRUST $38.74万0.03%9,470 00.0% — 不变
EMR EMERSON ELEC CO $38.76万0.03%2,708 26410.8% $3.78万 加仓
JPIB J P MORGAN EXCHANGE TRADED F $39.00万0.03%8,066 2,16336.6% $10.46万 加仓
CGSM CAPITAL GRP FIXED INCM ETF T $39.09万0.03%14,815 6004.2% $1.58万 加仓
UNH UNITEDHEALTH GROUP INC $39.22万0.03%944 353.9% $1.45万 加仓
VCLT VANGUARD SCOTTSDALE FDS $39.42万0.03%5,238 951.8% $7,149 加仓
FMF FIRST TR EXCHANGE-TRADED FD $39.46万0.03%7,874 1722.2% $8,621 加仓
— INNOVATOR ETFS TRUST $39.94万0.03%11,138 3,25541.3% $11.67万 加仓
FFEB FIRST TR EXCHNG TRADED FD VI $39.95万0.03%6,552 4046.6% $2.46万 加仓
QYLD GLOBAL X FDS $39.97万0.03%21,685 1370.6% $2,525 加仓
PLTR PLANTIR TECHNOLIGIES IN $40.12万0.03%3,438 46515.6% $5.43万 加仓
— STRATEGY SHS $40.30万0.03%13,535 13,535— $40.30万 新建仓
SPBO SPDR SER TR $40.51万0.03%13,949 1,1128.7% $3.23万 加仓
KNG FIRST TR EXCHANGE TRADED FD $40.90万0.03%8,099 1,17817.0% $5.95万 加仓
IYH ISHARES TR $40.96万0.03%6,113 70.1% $469 加仓
TOTL SSGA ACTIVE ETF TR $41.31万0.03%10,465 2,40129.8% $9.48万 加仓
RTX RAYTHEON TECHNOLOGIES CORP $41.37万0.03%2,181 1809.0% $3.41万 加仓
— INNOVATOR ETFS TRUST $41.39万0.03%10,014 10,014— $41.39万 新建仓
CWB SPDR SER TR $41.50万0.03%3,849 -8-0.2% -$863 减仓
IGIB ISHARES TR $41.54万0.03%7,813 1,99234.2% $10.59万 加仓
GTO INVESCO ACTIVELY MANAGD ETF $41.61万0.03%8,878 640.7% $3,000 加仓
DUK DUKE ENERGY CORP NEW $41.93万0.03%3,312 -240-6.8% -$3.04万 减仓
— VANECK ETF TRUST $42.00万0.03%6,107 6,107— $42.00万 新建仓
CGMM CAPITAL GROUP EQUITY ETF TR $42.18万0.03%12,794 2,72327.0% $8.98万 加仓
— FIRST TR EXCHNG TRADED FD VI $42.21万0.03%15,935 5,03046.1% $13.32万 加仓
IXC ISHARES TR $42.22万0.03%8,593 5917.4% $2.90万 加仓
MPC MARATHON PETE CORP $42.50万0.03%1,662 -39-2.3% -$9,972 减仓
IXN ISHARES TR $42.62万0.03%2,950 2,950— $42.62万 新建仓
FTCS FIRST TR EXCHANGE TRADED FD $43.13万0.03%4,592 59815.0% $5.62万 加仓
AOA ISHARES TR $43.14万0.03%4,420 4,420— $43.14万 新建仓
EPD ENTERPRISE PROD PARTNERS L $43.82万0.03%11,920 -68-0.6% -$2,500 减仓
ARKK ARK ETF TR $44.09万0.03%5,456 -6,003-52.4% -$48.51万 减仓
— STRATEGY SHS $44.27万0.03%13,924 3092.3% $9,825 加仓
— AIM ETF PRODUCTS TRUST $44.28万0.03%13,867 00.0% — 不变
SBUX STARBUCKS CORP $44.31万0.03%4,336 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $44.47万0.03%7,235 3,02071.6% $18.56万 加仓
— TRUST FOR PROOFESSIONAL MANAG $44.52万0.03%19,878 2,18912.4% $4.90万 加仓
XLV SELECT SECTOR SPDR TR $44.58万0.03%2,810 411.5% $6,504 加仓
AOM ISHARES TR $44.59万0.03%8,937 5967.1% $2.97万 加仓
SPCX SPACE EXPLORATION TECHN CORP $44.63万0.03%2,612 2,612— $44.63万 新建仓
FTGC FIRST TR EXCHANGE TRAD FD VI $44.70万0.03%16,524 -548-3.2% -$1.48万 减仓
APRW AIM ETF PRODUCTS TRUST $44.70万0.03%12,035 2,60827.7% $9.69万 加仓
EVSD MORGAN STANLEY ETF TRUST $45.07万0.03%8,862 -98-1.1% -$4,984 减仓
ICSH ISHARES TR $45.16万0.03%8,928 8,928— $45.16万 新建仓
NOC NORTHROP GRUMMAN CORP $45.47万0.03%893 33860.9% $17.21万 加仓
SPSM SPDR SER TR $45.57万0.03%7,902 -169-2.1% -$9,746 减仓
DAL DELTA AIR LINES INC DEL $45.77万0.03%4,887 20.0% $187 加仓
BWX SPDR SERIES TRUST $45.85万0.03%21,150 -1,122-5.0% -$2.43万 减仓
VV VANGUARD INDEX FDS $46.32万0.03%1,347 -11-0.8% -$3,783 减仓
AKRE PROFESIONALLY MANAGED PORTFO $46.65万0.03%8,770 -159-1.8% -$8,457 减仓
SLYG SPDR SERIES TRUST $46.82万0.03%3,930 -3-0.1% -$357 减仓
RDVI FIRST TR CBOE VEST RISING $46.96万0.03%15,974 -470-2.9% -$1.38万 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $47.00万0.03%17,111 -603-3.4% -$1.66万 减仓
DIS DISNEY WALT CO $47.11万0.03%4,894 -56-1.1% -$5,390 减仓
QTEC FIRST TR NASDAQ 100 TECH IND $47.39万0.03%1,416 47951.1% $16.03万 加仓
VFH VANGUARD WORLD FD $48.26万0.03%3,667 381.0% $5,001 加仓
SPEM SPDR INDEX SHS FDS $48.76万0.03%9,417 2933.2% $1.52万 加仓
ARKQ ARK ETF TR $48.78万0.03%3,689 962.7% $1.27万 加仓
XLSR SSGA ACTIVE TR $48.89万0.03%7,538 -194-2.5% -$1.26万 减仓
OUNZ VANECK MERK GOLD ETF $49.32万0.03%12,780 3,20933.5% $12.38万 加仓
FTSM FIRST TR EXCHANGE TRADED FD $49.52万0.03%8,290 -80-1.0% -$4,778 减仓
PM PHILIP MORRIS INTL INC $50.71万0.03%2,803 -16-0.6% -$2,895 减仓
VTES VANGUARD WELLINGTON FD $50.73万0.03%5,007 -695-12.2% -$7.04万 减仓
— INVESCO EXCHANGE TRADED FD T $50.73万0.03%16,922 -381-2.2% -$1.14万 减仓
IEFA ISHARES TR $51.14万0.03%5,295 4539.4% $4.38万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $52.07万0.03%13,882 9947.7% $3.73万 加仓
FLOT ISHARES TR $52.21万0.03%10,227 1781.8% $9,087 加仓
AXON AXON ENTERPRISE INC $52.25万0.03%932 20.2% $1,121 加仓
MELI MERCADOLIBRE INC $52.79万0.03%311 -8-2.5% -$1.36万 减仓
CGHM CAPITAL GRP FIXED INCM ETF T $53.52万0.03%20,705 4,49027.7% $11.61万 加仓
JUNW AIM ETF PRODUCTS TRUST $53.84万0.03%15,657 15,657— $53.84万 新建仓
KO COCA COLA COMPANY $54.00万0.03%6,644 380.6% $3,088 加仓
CPRT COPART INC $54.40万0.04%19,298 5,58740.7% $15.75万 加仓
LMT LOCKHEED MARTIN CORP $54.47万0.04%1,069 31842.3% $16.20万 加仓
ANET ARISTA NETWORKS INC $54.59万0.04%3,214 50718.7% $8.61万 加仓
AMT AMERICAN TOWER CORP NEW $54.97万0.04%3,361 33010.9% $5.40万 加仓