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
PWV INVESCO EXCHANGE TRADED FD T $55.16万0.04%7,280 1,04216.7% $7.90万 加仓
TDVG T ROWE PRICE ETF INC $55.41万0.04%11,301 -373-3.2% -$1.83万 减仓
IHF ISHARES TR $55.73万0.04%10,072 60.1% $332 加仓
BAC BANK OF AMERICA $56.77万0.04%9,964 1,39116.2% $7.93万 加仓
NFLX NETFLIX INC $57.01万0.04%7,985 -1,405-15.0% -$10.03万 减仓
TSPA T ROWE PRICE ETF INC $57.41万0.04%12,078 -6-0.0% -$285 减仓
PEP PEPSICO INC $57.41万0.04%4,240 631.5% $8,531 加仓
SPYD SPDR SER TR $57.61万0.04%12,075 1851.6% $8,827 加仓
FLMI FRNKLIN TEMPLETON ETF TR $57.64万0.04%22,899 3,17116.1% $7.98万 加仓
VYM VANGUARD WHITEHALL FDS INC $57.92万0.04%3,665 -16-0.4% -$2,529 减仓
— ALLIANZ US LARGE CAP BUFFER 10 APR $57.95万0.04%12,632 -450-3.4% -$2.06万 减仓
— FIRST TR EXCHNG TRADED FD VI $58.07万0.04%13,077 -980-7.0% -$4.35万 减仓
VGIT VANGUARD SCOTTSDALE FDS $58.18万0.04%9,865 3,64958.7% $21.52万 加仓
FBND FIDELITY MERRIMACK STR TR $58.44万0.04%12,846 -3,772-22.7% -$17.16万 减仓
SCHG SCHWAB STRATEGIC TR $59.20万0.04%17,495 -5,850-25.1% -$19.80万 减仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $59.26万0.04%15,821 1,0827.3% $4.05万 加仓
QUAL ISHARES TR $59.67万0.04%2,719 -6,693-71.1% -$146.88万 减仓
ISRG INTUITIVE SURGICAL INC $59.86万0.04%1,505 00.0% — 不变
JAAA JANUS DETROIT STR TR $60.17万0.04%11,918 4714.1% $2.38万 加仓
SCHB SCHWAB STRATEGIC TR $60.34万0.04%20,836 20,836— $60.34万 新建仓
HEQT SIMPLIFY EXCHANGE TRADED FUN $61.49万0.04%18,332 6,42253.9% $21.54万 加仓
FISV FISERV INV $61.67万0.04%12,573 2,64626.7% $12.98万 加仓
KJAN INNOVATOR ETFS TRUST $61.88万0.04%13,561 -18-0.1% -$821 减仓
NOW SERVICENOW $61.95万0.04%6,240 2,66874.7% $26.49万 加仓
FANG DIAMONDBACK ENERGY INC $62.29万0.04%3,543 -268-7.0% -$4.71万 减仓
ITA ISHARES TR $62.59万0.04%2,582 -72-2.7% -$1.75万 减仓
RSPH INVESCO EXCHANGE TRADED FD T $62.99万0.04%18,979 -597-3.0% -$1.98万 减仓
UTES ETFIS SER TR I $63.08万0.04%7,717 6208.7% $5.07万 加仓
DSEP FIRST TR EXCHNG TRADED FD VI $63.65万0.04%13,417 00.0% — 不变
CHE CHEMED CORP NEW $65.39万0.04%1,404 17814.5% $8.29万 加仓
PFFA ETFIS SER TR I $65.68万0.04%31,932 18,635140.1% $38.33万 加仓
PANW PALO ALTO NETWORKS INC $66.19万0.04%1,941 1136.2% $3.85万 加仓
QLC FLEXSHARES TR $66.76万0.04%7,429 4,102123.3% $36.86万 加仓
IFRA ISHARES TR $66.78万0.04%10,594 -349-3.2% -$2.20万 减仓
IBM INTL BUSINESS MACH $66.85万0.04%2,377 -52-2.1% -$1.46万 减仓
BINC BLACKROCK ETF TRUST II $67.15万0.04%12,830 -7,402-36.6% -$38.74万 减仓
JCPB JP MORGAN EXCHANGE TRADED F $67.60万0.04%14,402 2,97226.0% $13.95万 加仓
HYGV FLEXSHARES TR $67.86万0.04%16,855 910.5% $3,664 加仓
PGR PROGRESSIVE CORP $68.02万0.04%3,114 56422.1% $12.32万 加仓
— SPDR MSCI WORLD STRATEGIC FACTORS $68.24万0.04%4,492 1413.2% $2.14万 加仓
TLTD FLEXSHARES TR $68.26万0.04%7,705 5,389232.7% $47.74万 加仓
FIW FIRST TR EXCHANGE TRADED FD $68.38万0.04%6,244 -94-1.5% -$1.03万 减仓
FICO FAIR ISAAC CORP $68.82万0.04%576 -20-3.4% -$2.39万 减仓
APH AMPHENOL CORP NEW $70.49万0.05%3,998 902.3% $1.59万 加仓
GLD SPDR GOLD TR $71.59万0.05%1,943 -46-2.3% -$1.69万 减仓
SLV ISHARES TR $71.69万0.05%13,408 -2,630-16.4% -$14.06万 减仓
CSCO CISCO SYS INC $71.72万0.05%6,106 4678.3% $5.49万 加仓
HD HOME DEPOT INC $71.91万0.05%2,039 291.4% $1.02万 加仓
RSPN INVESCO EXCHANGE TRADED FD T $72.31万0.05%11,300 2852.6% $1.82万 加仓
IEF ISHARES TR $72.65万0.05%7,682 88513.0% $8.37万 加仓
— STRATEGY SHS $74.63万0.05%25,977 9964.0% $2.86万 加仓
IWY ISHARES TR $75.04万0.05%2,582 -182-6.6% -$5.29万 减仓
XLG INVESCO EXCHANGE TRADED FD T $75.19万0.05%12,280 9348.2% $5.72万 加仓
MRK MERCK & CO INC NEW $75.44万0.05%5,871 320.5% $4,112 加仓
GDXJ VANECK ETF TRUST $75.51万0.05%7,685 7,685— $75.51万 新建仓
WFC WELLS FARGO CO NEW $75.74万0.05%9,166 4,701105.3% $38.85万 加仓
FEBW AIM ETF PRODUCTS TRUST $76.76万0.05%21,597 00.0% — 不变
DOCT FIRST TR EXCHNG TRADED FD VI $77.29万0.05%16,558 00.0% — 不变
IAU ISHARES GOLD TR $77.31万0.05%10,238 1,10912.1% $8.37万 加仓
CVX CHEVRON CORP NEW $77.66万0.05%4,685 54713.2% $9.07万 加仓
LULU LULULEMON ATHLETICA INC $78.82万0.05%6,903 6,903— $78.82万 新建仓
GGOV BLACKROCK ETF TRUST II $79.29万0.05%15,766 15,766— $79.29万 新建仓
PTL NORTHERN LTS FD TR IV $81.36万0.05%2,844 552.0% $1.57万 加仓
TMSL T ROWE PRICE ETF INC $81.50万0.05%18,585 4462.5% $1.96万 加仓
FBT FIRST TR EXCHANGE TRADED FD $81.61万0.05%3,292 1916.2% $4.73万 加仓
PDI PIMCO DYNAMIC INCOME FD $81.76万0.05%48,956 4,81210.9% $8.04万 加仓
BA BOEING CO $82.22万0.05%3,798 -179-4.5% -$3.88万 减仓
CALF PACER FDS TR $83.64万0.05%16,526 -195-1.2% -$9,869 减仓
T AT&T INC $83.70万0.05%40,434 4551.1% $9,418 加仓
TDTT FLEXSHARES TR $85.40万0.06%35,718 5,78419.3% $13.83万 加仓
RSP INVESCO EXCHANGE TRADED FD T $85.70万0.06%4,028 -218-5.1% -$4.64万 减仓
YYY AMPLIFY ETF TR $86.23万0.06%74,788 6,7259.9% $7.75万 加仓
GS GOLDMAN SACHS GROUP INC $86.82万0.06%858 00.0% — 不变
BNDC FLEXSHARES TR $86.85万0.06%39,311 2060.5% $4,551 加仓
IJR ISHARES $87.78万0.06%5,919 631.1% $9,343 加仓
XDEC FIRST TR CBOE VEST US EQUITY ENH & MOD BUFF $88.70万0.06%20,707 5642.8% $2.42万 加仓
— PGIM ETF TR $90.26万0.06%18,096 8454.9% $4.21万 加仓
DE DEERE & CO $90.27万0.06%1,423 -18-1.2% -$1.14万 减仓
VXF VANGUARD INDEX FDS $90.70万0.06%3,684 -11-0.3% -$2,708 减仓
EMLP FIRST TR EXCHANGE TRADED FD $91.68万0.06%21,077 9324.6% $4.05万 加仓
UNP UNION PAC CORP $93.15万0.06%3,425 39813.1% $10.82万 加仓
VPU VANGUARD WORLD FDS $93.57万0.06%4,781 761.6% $1.49万 加仓
— FIRST TR EXCHNG TRADED FD VI $93.69万0.06%33,012 1,0123.2% $2.87万 加仓
ABBV ABBVIE INC $94.83万0.06%3,768 1975.5% $4.96万 加仓
TSM TAIWAN SEMICONDUCTOR MFG LTD $94.95万0.06%1,988 -50-2.5% -$2.39万 减仓
THRO BLACKROCK ETF TRUST $95.29万0.06%22,104 -12,990-37.0% -$56.00万 减仓
VZ VERIZON COMMUNICATIONS INC $96.11万0.06%22,700 -361-1.6% -$1.53万 减仓
IALT BLACKROCK ETF TRUST $96.37万0.06%34,357 34,357— $96.37万 新建仓
— INNOVATOR ETFS TRUST $96.49万0.06%48,300 -63-0.1% -$1,259 减仓
LVHD LEGG MASON $97.90万0.06%22,249 7,54451.3% $33.20万 加仓
JMOM J P MORGAN EXCHANGE TRADED F $98.81万0.06%11,562 -9,061-43.9% -$77.43万 减仓
— UNIFIED SER TR $100.32万0.07%27,912 -2,454-8.1% -$8.82万 减仓
PG PROCTER & GAMBLE CO $100.57万0.07%6,858 3124.8% $4.58万 加仓
PWR QUANTA SVCS INC $100.66万0.07%1,398 -532-27.6% -$38.31万 减仓
JEPI JP MORGAN CHASE & CO $103.22万0.07%18,276 8334.8% $4.70万 加仓
IDEF BLACKROCK ETF TRUST $103.68万0.07%32,624 2,8629.6% $9.10万 加仓
GEV GE VERNOVA $104.14万0.07%886 -36-3.9% -$4.23万 减仓
IBD NORTHERN LTS FD TR IV $105.64万0.07%44,442 2,2925.4% $5.45万 加仓
— EATON VANCE RISK MNGD DIV $106.80万0.07%129,146 3,9053.1% $3.23万 加仓
IOO ISHARES $108.01万0.07%7,907 2853.7% $3.89万 加仓