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 |
|---|---|---|---|---|---|---|---|---|
| IGIB | ISHARES TR | $30.98万 | 0.02% | 5,821 | 700 | 13.7% | $3.73万 | 加仓 |
| AGG | ISHARES TR | $30.68万 | 0.02% | 3,090 | -58 | -1.8% | -$5,758 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $30.58万 | 0.02% | 3,858 | 3,858 | — | $30.58万 | 新建仓 |
| TOUS | T ROWE PRICE ETF INC | $30.55万 | 0.02% | 8,846 | 1,740 | 24.5% | $6.01万 | 重新持有 |
| PMAR | INNOVATOR ETFS TRUST | $30.36万 | 0.02% | 6,803 | 6,803 | — | $30.36万 | 新建仓 |
| SDOG | ALPS ETF TR | $30.27万 | 0.02% | 4,655 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $29.80万 | 0.02% | 3,440 | -68 | -1.9% | -$5,892 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.58万 | 0.02% | 11,111 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $29.57万 | 0.02% | 10,071 | 10,071 | — | $29.57万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $29.31万 | 0.02% | 1,828 | 268 | 17.2% | $4.30万 | 加仓 |
| EMNT | PIMCO ETF TR | $29.30万 | 0.02% | 2,961 | 17 | 0.6% | $1,682 | 加仓 |
| VBR | VANGUARD INDEX FDS | $29.29万 | 0.02% | 1,348 | 0 | 0.0% | — | 不变 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $29.28万 | 0.02% | 6,140 | -14 | -0.2% | -$668 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $29.12万 | 0.02% | 4,754 | 2,497 | 110.6% | $15.30万 | 重新持有 |
| SPTM | SPDR SERIES TRUST | $29.09万 | 0.02% | 3,679 | -153 | -4.0% | -$1.21万 | 减仓 |
| SMMD | ISHARES TR | $29.09万 | 0.02% | 3,810 | -153 | -3.9% | -$1.17万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $28.82万 | 0.02% | 6,686 | -1,823 | -21.4% | -$7.86万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $28.80万 | 0.02% | 4,920 | 648 | 15.2% | $3.79万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $28.69万 | 0.02% | 3,089 | 11 | 0.4% | $1,022 | 加仓 |
| IJJ | ISHARES TR | $28.69万 | 0.02% | 2,165 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $28.44万 | 0.02% | 1,781 | 316 | 21.6% | $5.05万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $28.23万 | 0.02% | 5,903 | 782 | 15.3% | $3.74万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $28.19万 | 0.02% | 1,083 | 0 | 0.0% | — | 不变 |
| NANR | SPDR INDEX SHS FDS | $28.17万 | 0.02% | 3,473 | -441 | -11.3% | -$3.58万 | 减仓 |
| ILCG | ISHARES TR | $28.16万 | 0.02% | 2,950 | 3 | 0.1% | $286 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $28.15万 | 0.02% | 12,517 | -9,488 | -43.1% | -$21.34万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $28.11万 | 0.02% | 1,021 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $28.00万 | 0.02% | 8,252 | -542 | -6.2% | -$1.84万 | 减仓 |
| ACWV | ISHARES | $27.97万 | 0.02% | 2,340 | -9 | -0.4% | -$1,076 | 减仓 |
| MO | ALTRIA GROUP INC | $27.94万 | 0.02% | 4,233 | 6 | 0.1% | $396 | 加仓 |
| SYSB | ISHARES TR | $27.90万 | 0.02% | 3,135 | 3,135 | — | $27.90万 | 新建仓 |
| QQQE | DIREXION SHS ETF TR | $27.69万 | 0.02% | 2,810 | 2 | 0.1% | $197 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $27.36万 | 0.02% | 671 | 0 | 0.0% | — | 不变 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $27.27万 | 0.02% | 7,721 | -27,957 | -78.4% | -$98.74万 | 重新持有 |
| SPTS | SPDR SER TR | $27.12万 | 0.02% | 9,294 | -3,870 | -29.4% | -$11.29万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.11万 | 0.02% | 8,097 | -437 | -5.1% | -$1.46万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.08万 | 0.02% | 10,905 | -440 | -3.9% | -$1.09万 | 减仓 |
| PFFA | ETFIS SER TR I | $27.07万 | 0.02% | 13,297 | 13,297 | — | $27.07万 | 新建仓 |
| IYM | ISHARES | $27.02万 | 0.02% | 1,536 | -1,334 | -46.5% | -$23.47万 | 减仓 |
| MLPX | GLOBAL X FDS | $26.81万 | 0.02% | 3,626 | 187 | 5.4% | $1.38万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $26.78万 | 0.02% | 2,488 | -204 | -7.6% | -$2.20万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.48万 | 0.02% | 7,883 | -155 | -1.9% | -$5,206 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $26.19万 | 0.02% | 2,808 | -60 | -2.1% | -$5,596 | 减仓 |
| XLU | SELCT SECTOR SPDR TR | $26.07万 | 0.02% | 5,681 | -41 | -0.7% | -$1,882 | 减仓 |
| QLC | FLEXSHARES TR | $26.00万 | 0.02% | 3,327 | 58 | 1.8% | $4,533 | 加仓 |
| IGF | ISHARES TR | $25.80万 | 0.02% | 3,850 | 3,850 | — | $25.80万 | 新建仓 |
| GUNR | FLEXSHARES TR | $25.64万 | 0.02% | 4,649 | 4,649 | — | $25.64万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $25.47万 | 0.02% | 887 | -2,813 | -76.0% | -$80.78万 | 减仓 |
| TGT | TARGET CORP | $25.47万 | 0.02% | 2,101 | -135 | -6.0% | -$1.64万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY | $25.32万 | 0.02% | 6,590 | 933 | 16.5% | $3.58万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $25.29万 | 0.02% | 4,631 | -18,845 | -80.3% | -$102.93万 | 减仓 |
| BX | BLACKSTONE GROUP INC | $25.23万 | 0.02% | 2,194 | -617 | -21.9% | -$7.09万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $25.22万 | 0.02% | 3,531 | -150 | -4.1% | -$1.07万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $25.17万 | 0.02% | 832 | -40 | -4.6% | -$1.21万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $25.12万 | 0.02% | 1,582 | 320 | 25.4% | $5.08万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $25.07万 | 0.02% | 5,317 | 84 | 1.6% | $3,961 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $25.05万 | 0.02% | 5,808 | -142 | -2.4% | -$6,124 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $24.77万 | 0.02% | 28,602 | 104 | 0.4% | $901 | 加仓 |
| XFFCX | FLAHERTY & CRUMRINE PFD SECS | $24.77万 | 0.02% | 15,990 | 232 | 1.5% | $3,594 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $24.77万 | 0.02% | 3,386 | -3 | -0.1% | -$219 | 减仓 |
| GDX | VANECK ETF TRUST | $24.72万 | 0.02% | 2,693 | -1,735 | -39.2% | -$15.92万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.69万 | 0.02% | 9,230 | -743 | -7.5% | -$1.99万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.59万 | 0.02% | 909 | -19 | -2.0% | -$5,139 | 减仓 |
| MDYG | SPDR SERIES TRUST | $24.45万 | 0.02% | 2,548 | 45 | 1.8% | $4,318 | 加仓 |
| GJUN | FIRST TR EXCHANGE TRADED FD | $24.38万 | 0.02% | 6,184 | 17 | 0.3% | $670 | 加仓 |
| IDU | ISHARES TR | $23.95万 | 0.02% | 2,063 | 1 | 0.0% | $116 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $23.90万 | 0.02% | 7,075 | 7,075 | — | $23.90万 | 新建仓 |
| — | ISHARES TR | $23.81万 | 0.02% | 8,196 | -526 | -6.0% | -$1.53万 | 减仓 |
| RY | ROYAL BK CDA | $23.74万 | 0.02% | 1,467 | 8 | 0.5% | $1,294 | 加仓 |
| SSO | PROSHARES TR | $23.65万 | 0.02% | 4,558 | 44 | 1.0% | $2,283 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $23.53万 | 0.02% | 820 | 820 | — | $23.53万 | 新建仓 |
| COR | CENCORA INC | $23.53万 | 0.02% | 749 | -32 | -4.1% | -$1.01万 | 减仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $23.46万 | 0.02% | 3,743 | -13,952 | -78.8% | -$87.45万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $23.43万 | 0.02% | 6,459 | 6,459 | — | $23.43万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $23.40万 | 0.02% | 4,215 | 4,215 | — | $23.40万 | 新建仓 |
| PNOV | INNOVATOR ETFS TRUST | $23.31万 | 0.02% | 5,706 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $23.30万 | 0.02% | 6,717 | -75 | -1.1% | -$2,602 | 减仓 |
| — | FIRST TR EXCHANGE TRAD FD VI | $23.19万 | 0.02% | 9,912 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $22.99万 | 0.02% | 5,275 | -1,362 | -20.5% | -$5.94万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $22.94万 | 0.02% | 8,424 | 8,424 | — | $22.94万 | 新建仓 |
| — | HONEYWELL INTL INC | $22.80万 | 0.02% | 1,009 | -132 | -11.6% | -$2.98万 | 重新持有 |
| MAYT | ALLIANCE US LARGE CAP BUFFER 10 MAY | $22.57万 | 0.02% | 6,100 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SER TR | $22.45万 | 0.02% | 9,051 | -1 | -0.0% | -$25 | 减仓 |
| AIQ | GLOBAL X FDS | $22.15万 | 0.02% | 4,746 | -18,205 | -79.3% | -$84.96万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $22.01万 | 0.02% | 5,686 | -14 | -0.2% | -$542 | 减仓 |
| ZTS | ZOETIS INC | $21.98万 | 0.02% | 1,859 | -180 | -8.8% | -$2.13万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $21.84万 | 0.02% | 6,167 | 500 | 8.8% | $1.77万 | 加仓 |
| ET | ENERGY TRANSFER L P | $21.81万 | 0.02% | 11,298 | 19 | 0.2% | $367 | 加仓 |
| TLTD | FLEXSHARES TR | $21.77万 | 0.02% | 2,316 | 58 | 2.6% | $5,451 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $21.71万 | 0.02% | 4,985 | 0 | 0.0% | — | 不变 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $21.52万 | 0.02% | 2,653 | -8 | -0.3% | -$649 | 重新持有 |
| DJD | INVESCO EXCHANGE TRADED FD T | $21.46万 | 0.02% | 3,592 | -1,289 | -26.4% | -$7.70万 | 减仓 |
| IJT | ISHARES TR | $21.39万 | 0.02% | 1,478 | 1,478 | — | $21.39万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $21.36万 | 0.02% | 666 | 20 | 3.1% | $6,416 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $21.26万 | 0.02% | 9,429 | 9,429 | — | $21.26万 | 新建仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $21.22万 | 0.02% | 2,188 | 2,188 | — | $21.22万 | 新建仓 |
| XLI | SELCT SECTOR SPDR TR | $21.21万 | 0.02% | 1,312 | -19 | -1.4% | -$3,072 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $21.19万 | 0.02% | 1,936 | 1,936 | — | $21.19万 | 新建仓 |
| SKOR | FLEXSHARES TR | $21.18万 | 0.02% | 4,356 | 4,356 | — | $21.18万 | 新建仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $21.10万 | 0.02% | 5,420 | 0 | 0.0% | — | 不变 |