First Business Financial Services, Inc.
MADISON WI · SEC CIK 0001521951
$11.25亿2026Q1 申报市值
192持仓数
69.8%前十大占比 · 第一大 22.7%
21 / 2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
JPST 加仓+$668.08万
VTIP 新建仓+$663.45万
IEFA 加仓+$383.45万
VTI 加仓+$265.79万
RSSB 新建仓+$212.80万
2026Q1 卖出最多 按季末市值估算
EOG 重新持有-$171.91万
AGG 减仓-$57.96万
GLD 减仓-$43.03万
FIS 清仓-$26.34万
Exact Sciences C 清仓-$22.50万
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 |
|---|---|---|---|---|---|---|---|---|
| FIS | Fidelity National Information | $0 | 0.00% | 0 | -3,963 | -100.0% | -$26.34万 | 清仓 |
| WFC | Wells Fargo & Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Exact Sciences Corp | $0 | 0.00% | 0 | -2,215 | -100.0% | -$22.50万 | 清仓 |
| DNN | Denison Mines Corp. | $3.53万 | 0.00% | 10,000 | 10,000 | — | $3.53万 | 新建仓 |
| UA | Under Armour Inc | $11.58万 | 0.01% | 20,000 | 10,000 | 100.0% | $5.79万 | 加仓 |
| CB | Chubb Limited Com | $20.01万 | 0.02% | 614 | 614 | — | $20.01万 | 新建仓 |
| IWS | iShares Russell Mid-Cap Value | $20.07万 | 0.02% | 1,377 | 1,377 | — | $20.07万 | 新建仓 |
| TFC | Truist Financial Corporation | $20.12万 | 0.02% | 4,377 | 85 | 2.0% | $3,907 | 加仓 |
| GPIQ | Goldman Sachs Nasdaq-100 Premi | $20.15万 | 0.02% | 4,071 | 4,071 | — | $20.15万 | 新建仓 |
| MCHP | Microchip Technology Inc | $20.26万 | 0.02% | 3,136 | -226 | -6.7% | -$1.46万 | 重新持有 |
| UNH | UnitedHealth Group Inc | $20.29万 | 0.02% | 750 | -129 | -14.7% | -$3.49万 | 减仓 |
| GPIX | Goldman Sachs S&P 500 Premium | $20.40万 | 0.02% | 4,076 | 4,076 | — | $20.40万 | 新建仓 |
| MGV | Vanguard World Mega Cap Val ET | $20.45万 | 0.02% | 1,411 | 1,411 | — | $20.45万 | 新建仓 |
| RDVI | FT Vest Rising Dividend Target | $20.57万 | 0.02% | 8,052 | 8,052 | — | $20.57万 | 新建仓 |
| MPC | Marathon Petroleum Corp | $20.93万 | 0.02% | 857 | -259 | -23.2% | -$6.32万 | 重新持有 |
| SHEL | Shell Plc ADR | $20.99万 | 0.02% | 2,257 | 2,257 | — | $20.99万 | 新建仓 |
| PPL | PPL Corp | $21.21万 | 0.02% | 5,553 | 0 | 0.0% | — | 重新持有 |
| FELG | Fidelity Enhanced Large Cap ET | $21.37万 | 0.02% | 5,700 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide Hldgs Inc | $21.44万 | 0.02% | 705 | 705 | — | $21.44万 | 新建仓 |
| NSC | Norfolk Southern Corp | $21.75万 | 0.02% | 758 | 758 | — | $21.75万 | 新建仓 |
| IVW | iShares S&P 500 Growth | $21.86万 | 0.02% | 1,933 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney Company | $21.98万 | 0.02% | 2,281 | 0 | 0.0% | — | 不变 |
| DGRW | Wisdomtree Tr US Qtly Div Grt | $22.34万 | 0.02% | 2,543 | 0 | 0.0% | — | 不变 |
| CRL | Charles River Labs Intl | $22.43万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| GEV | GE Vernova Inc | $22.43万 | 0.02% | 257 | -133 | -34.1% | -$11.61万 | 重新持有 |
| AJG | Arthur J. Gallagher & Co | $22.46万 | 0.02% | 1,037 | 0 | 0.0% | — | 不变 |
| SIVR | Abrdn Physical Silver Shares E | $22.63万 | 0.02% | 3,160 | 3,160 | — | $22.63万 | 新建仓 |
| VZ | Verizon Communications Inc | $22.69万 | 0.02% | 4,520 | 4,520 | — | $22.69万 | 新建仓 |
| ROK | Rockwell Automation Inc | $23.51万 | 0.02% | 655 | 7 | 1.1% | $2,512 | 加仓 |
| NOW | Servicenow Inc | $23.73万 | 0.02% | 2,270 | 280 | 14.1% | $2.93万 | 加仓 |
| GILD | Gilead Sciences Inc | $25.96万 | 0.02% | 1,863 | 153 | 8.9% | $2.13万 | 加仓 |
| USB | US Bancorp | $26.28万 | 0.02% | 5,053 | -344 | -6.4% | -$1.79万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $26.30万 | 0.02% | 535 | 124 | 30.2% | $6.09万 | 加仓 |
| ORCL | Oracle Corp | $26.39万 | 0.02% | 1,794 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $26.80万 | 0.02% | 1,471 | -160 | -9.8% | -$2.91万 | 重新持有 |
| SCHW | The Charles Schwab Corp | $27.08万 | 0.02% | 2,881 | 0 | 0.0% | — | 不变 |
| SGOL | Abrdn Physical Gold Shares ETF | $27.20万 | 0.02% | 6,096 | 6,096 | — | $27.20万 | 新建仓 |
| PAVE | Global X US Infr Dev ETF | $27.44万 | 0.02% | 5,401 | 0 | 0.0% | — | 不变 |
| EOG | EOG Res Inc | $27.89万 | 0.02% | 1,929 | -11,891 | -86.0% | -$171.91万 | 重新持有 |
| STRT | STRATTEC Security Corporation | $28.19万 | 0.03% | 3,598 | 0 | 0.0% | — | 不变 |
| PNC | PNC Financial Services Group I | $28.30万 | 0.03% | 1,360 | 12 | 0.9% | $2,497 | 加仓 |
| COF | Capital One Finl Corp Com | $28.39万 | 0.03% | 1,556 | 0 | 0.0% | — | 不变 |
| DOX | Amdocs Ltd ADR | $29.04万 | 0.03% | 4,450 | 0 | 0.0% | — | 不变 |
| SPDW | State St SPDR Port Developed W | $29.42万 | 0.03% | 6,444 | 6,444 | — | $29.42万 | 新建仓 |
| PHM | Pulte Group Inc Com | $30.64万 | 0.03% | 2,605 | 2,605 | — | $30.64万 | 新建仓 |
| MRVL | Marvell Technology Group LTD | $30.83万 | 0.03% | 3,113 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group Inc | $31.39万 | 0.03% | 371 | 0 | 0.0% | — | 不变 |
| IXN | Ishares Tr Global Tech ETF | $31.42万 | 0.03% | 3,143 | 0 | 0.0% | — | 不变 |
| OKLO | Oklo Inc. | $32.98万 | 0.03% | 6,650 | 0 | 0.0% | — | 不变 |
| — | United States Commodity Index | $33.14万 | 0.03% | 3,477 | 3,477 | — | $33.14万 | 新建仓 |
| XEL | Xcel Energy Inc. | $33.24万 | 0.03% | 4,184 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Inc | $33.54万 | 0.03% | 2,917 | 2,917 | — | $33.54万 | 新建仓 |
| GE | GE Aerospace | $33.74万 | 0.03% | 1,189 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $34.16万 | 0.03% | 2,076 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp | $34.50万 | 0.03% | 1,422 | 0 | 0.0% | — | 不变 |
| — | Thomson Reuters Corp. | $35.47万 | 0.03% | 3,942 | 0 | 0.0% | — | 不变 |
| WWD | Woodward Inc | $35.79万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Information Technolog | $36.21万 | 0.03% | 519 | 0 | 0.0% | — | 不变 |
| XLU | State Street Utilities Select | $36.27万 | 0.03% | 7,904 | 0 | 0.0% | — | 不变 |
| V | Visa Inc | $37.08万 | 0.03% | 1,227 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Materials Inc | $37.22万 | 0.03% | 1,089 | 11 | 1.0% | $3,760 | 加仓 |
| BMO | Bank Of Montreal ADR | $37.69万 | 0.03% | 2,785 | 323 | 13.1% | $4.37万 | 加仓 |
| WM | Waste Mgmt Inc Del | $38.12万 | 0.03% | 1,659 | 0 | 0.0% | — | 不变 |
| LNT | Alliant Energy Corp | $39.07万 | 0.03% | 5,444 | 0 | 0.0% | — | 不变 |
| DUK | Duke Energy Corp | $40.24万 | 0.04% | 3,073 | 0 | 0.0% | — | 不变 |
| ACWX | iShares MSCI ACWI ex US | $40.43万 | 0.04% | 5,905 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $41.73万 | 0.04% | 589 | -83 | -12.4% | -$5.88万 | 减仓 |
| VEA | Vanguard FTSE Developed Market | $42.05万 | 0.04% | 6,562 | 130 | 2.0% | $8,330 | 加仓 |
| PH | Parker Hannifin Corp | $42.08万 | 0.04% | 470 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc | $44.33万 | 0.04% | 824 | 0 | 0.0% | — | 不变 |
| AXP | American Express CO | $44.53万 | 0.04% | 1,472 | 0 | 0.0% | — | 不变 |
| AON | Aon PLC Shs Cl A | $44.67万 | 0.04% | 1,384 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Financial Inc | $45.11万 | 0.04% | 1,015 | 0 | 0.0% | — | 不变 |
| MCK | McKesson Corp | $45.26万 | 0.04% | 523 | 0 | 0.0% | — | 不变 |
| — | Weyco Group Inc | $45.37万 | 0.04% | 14,156 | 0 | 0.0% | — | 不变 |
| CTAS | Cintas Corporation | $48.49万 | 0.04% | 2,867 | 815 | 39.7% | $13.78万 | 加仓 |
| IBM | International Business Machine | $48.58万 | 0.04% | 2,004 | 240 | 13.6% | $5.82万 | 加仓 |
| MCD | McDonald's Corp | $49.48万 | 0.04% | 1,592 | -596 | -27.2% | -$18.52万 | 减仓 |
| TEL | TE Connectivity PLC ADR | $49.64万 | 0.04% | 2,375 | 0 | 0.0% | — | 不变 |
| EFA | iShares MSCI EAFE ETF | $49.81万 | 0.04% | 5,128 | 0 | 0.0% | — | 不变 |
| TTEK | Tetra Tech Inc New | $50.66万 | 0.05% | 16,820 | 0 | 0.0% | — | 不变 |
| SO | Southern Company | $50.78万 | 0.05% | 5,261 | 827 | 18.7% | $7.98万 | 加仓 |
| HD | Home Depot Inc | $52.29万 | 0.05% | 1,590 | -134 | -7.8% | -$4.41万 | 减仓 |
| VTV | Vanguard Index Value | $52.76万 | 0.05% | 2,689 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 4 | $54.71万 | 0.05% | 887 | 0 | 0.0% | — | 不变 |
| MO | Altria Group Inc | $54.81万 | 0.05% | 8,306 | 1,190 | 16.7% | $7.85万 | 加仓 |
| CVX | Chevron Corp | $56.50万 | 0.05% | 2,731 | 0 | 0.0% | — | 不变 |
| WTRG | Essential Utilities, Inc | $56.97万 | 0.05% | 14,146 | 14,146 | — | $56.97万 | 新建仓 |
| MGEE | MGE Energy Inc | $57.64万 | 0.05% | 7,458 | 1,206 | 19.3% | $9.32万 | 加仓 |
| PEP | Pepsico Inc | $59.15万 | 0.05% | 3,809 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $59.73万 | 0.05% | 5,818 | 375 | 6.9% | $3.85万 | 加仓 |
| ISRG | Intuitive Surgical Inc | $61.77万 | 0.05% | 1,340 | 100 | 8.1% | $4.61万 | 加仓 |
| ITW | Illinois Tool Works Inc | $65.23万 | 0.06% | 2,506 | -100 | -3.8% | -$2.60万 | 减仓 |
| VUG | Vanguard Index Growth | $67.70万 | 0.06% | 1,550 | 48 | 3.2% | $2.10万 | 加仓 |
| MA | Mastercard Inc Cl A | $69.05万 | 0.06% | 1,382 | 499 | 56.5% | $24.93万 | 加仓 |
| MDLZ | Mondelez Intl Inc Class A | $69.85万 | 0.06% | 12,118 | 0 | 0.0% | — | 不变 |
| SLV | Ishares Silver Trust | $70.39万 | 0.06% | 10,330 | -1,900 | -15.5% | -$12.95万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $71.32万 | 0.06% | 3,506 | 360 | 11.4% | $7.32万 | 加仓 |
| CTA | Simplify Managed Futures ETF | $73.07万 | 0.06% | 24,179 | 24,179 | — | $73.07万 | 新建仓 |
| TDG | Transdigm Group Inc | $75.56万 | 0.07% | 652 | 0 | 0.0% | — | 不变 |