First Heartland Consultants, Inc.
LAKE ST. LOUIS MO · SEC CIK 0001428793
$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
26Q126Q2
前十大持仓 占组合比例
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 | 1,042 | 16.7% | $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 | 6 | 0.1% | $332 | 加仓 |
| BAC | BANK OF AMERICA | $56.77万 | 0.04% | 9,964 | 1,391 | 16.2% | $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 | 63 | 1.5% | $8,531 | 加仓 |
| SPYD | SPDR SER TR | $57.61万 | 0.04% | 12,075 | 185 | 1.6% | $8,827 | 加仓 |
| FLMI | FRNKLIN TEMPLETON ETF TR | $57.64万 | 0.04% | 22,899 | 3,171 | 16.1% | $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 | 3,649 | 58.7% | $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 | 1,082 | 7.3% | $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 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $60.17万 | 0.04% | 11,918 | 471 | 4.1% | $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 | 6,422 | 53.9% | $21.54万 | 加仓 |
| FISV | FISERV INV | $61.67万 | 0.04% | 12,573 | 2,646 | 26.7% | $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 | 2,668 | 74.7% | $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 | 620 | 8.7% | $5.07万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $63.65万 | 0.04% | 13,417 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $65.39万 | 0.04% | 1,404 | 178 | 14.5% | $8.29万 | 加仓 |
| PFFA | ETFIS SER TR I | $65.68万 | 0.04% | 31,932 | 18,635 | 140.1% | $38.33万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $66.19万 | 0.04% | 1,941 | 113 | 6.2% | $3.85万 | 加仓 |
| QLC | FLEXSHARES TR | $66.76万 | 0.04% | 7,429 | 4,102 | 123.3% | $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 | 2,972 | 26.0% | $13.95万 | 加仓 |
| HYGV | FLEXSHARES TR | $67.86万 | 0.04% | 16,855 | 91 | 0.5% | $3,664 | 加仓 |
| PGR | PROGRESSIVE CORP | $68.02万 | 0.04% | 3,114 | 564 | 22.1% | $12.32万 | 加仓 |
| — | SPDR MSCI WORLD STRATEGIC FACTORS | $68.24万 | 0.04% | 4,492 | 141 | 3.2% | $2.14万 | 加仓 |
| TLTD | FLEXSHARES TR | $68.26万 | 0.04% | 7,705 | 5,389 | 232.7% | $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 | 90 | 2.3% | $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 | 467 | 8.3% | $5.49万 | 加仓 |
| HD | HOME DEPOT INC | $71.91万 | 0.05% | 2,039 | 29 | 1.4% | $1.02万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $72.31万 | 0.05% | 11,300 | 285 | 2.6% | $1.82万 | 加仓 |
| IEF | ISHARES TR | $72.65万 | 0.05% | 7,682 | 885 | 13.0% | $8.37万 | 加仓 |
| — | STRATEGY SHS | $74.63万 | 0.05% | 25,977 | 996 | 4.0% | $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 | 934 | 8.2% | $5.72万 | 加仓 |
| MRK | MERCK & CO INC NEW | $75.44万 | 0.05% | 5,871 | 32 | 0.5% | $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 | 4,701 | 105.3% | $38.85万 | 加仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $76.76万 | 0.05% | 21,597 | 0 | 0.0% | — | 不变 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $77.29万 | 0.05% | 16,558 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $77.31万 | 0.05% | 10,238 | 1,109 | 12.1% | $8.37万 | 加仓 |
| CVX | CHEVRON CORP NEW | $77.66万 | 0.05% | 4,685 | 547 | 13.2% | $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 | 55 | 2.0% | $1.57万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $81.50万 | 0.05% | 18,585 | 446 | 2.5% | $1.96万 | 加仓 |
| FBT | FIRST TR EXCHANGE TRADED FD | $81.61万 | 0.05% | 3,292 | 191 | 6.2% | $4.73万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $81.76万 | 0.05% | 48,956 | 4,812 | 10.9% | $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 | 455 | 1.1% | $9,418 | 加仓 |
| TDTT | FLEXSHARES TR | $85.40万 | 0.06% | 35,718 | 5,784 | 19.3% | $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 | 6,725 | 9.9% | $7.75万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $86.82万 | 0.06% | 858 | 0 | 0.0% | — | 不变 |
| BNDC | FLEXSHARES TR | $86.85万 | 0.06% | 39,311 | 206 | 0.5% | $4,551 | 加仓 |
| IJR | ISHARES | $87.78万 | 0.06% | 5,919 | 63 | 1.1% | $9,343 | 加仓 |
| XDEC | FIRST TR CBOE VEST US EQUITY ENH & MOD BUFF | $88.70万 | 0.06% | 20,707 | 564 | 2.8% | $2.42万 | 加仓 |
| — | PGIM ETF TR | $90.26万 | 0.06% | 18,096 | 845 | 4.9% | $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 | 932 | 4.6% | $4.05万 | 加仓 |
| UNP | UNION PAC CORP | $93.15万 | 0.06% | 3,425 | 398 | 13.1% | $10.82万 | 加仓 |
| VPU | VANGUARD WORLD FDS | $93.57万 | 0.06% | 4,781 | 76 | 1.6% | $1.49万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $93.69万 | 0.06% | 33,012 | 1,012 | 3.2% | $2.87万 | 加仓 |
| ABBV | ABBVIE INC | $94.83万 | 0.06% | 3,768 | 197 | 5.5% | $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 | 7,544 | 51.3% | $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 | 312 | 4.8% | $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 | 833 | 4.8% | $4.70万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $103.68万 | 0.07% | 32,624 | 2,862 | 9.6% | $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 | 2,292 | 5.4% | $5.45万 | 加仓 |
| — | EATON VANCE RISK MNGD DIV | $106.80万 | 0.07% | 129,146 | 3,905 | 3.1% | $3.23万 | 加仓 |
| IOO | ISHARES | $108.01万 | 0.07% | 7,907 | 285 | 3.7% | $3.89万 | 加仓 |