First Business Financial Services, Inc.
MADISON WI · SEC CIK 0001521951
$12.89亿2026Q2 申报市值
201持仓数
68.7%前十大占比 · 第一大 22.8%
13 / 5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
HWM 新建仓+$205.36万
IVV 加仓+$162.13万
AGG 加仓+$128.08万
RSSB 加仓+$122.73万
IEFA 加仓+$111.38万
2026Q2 卖出最多 按季末市值估算
FBIZ 减仓-$133.43万
VTI 减仓-$86.37万
CIEN 减仓-$60.93万
WTRG 减仓-$31.21万
SIVR 清仓-$22.63万
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 |
|---|---|---|---|---|---|---|---|---|
| SIVR | Abrdn Physical Silver Shares E | $0 | 0.00% | 0 | -3,160 | -100.0% | -$22.63万 | 清仓 |
| DIS | Walt Disney Company | $0 | 0.00% | 0 | -2,281 | -100.0% | -$21.98万 | 清仓 |
| SHEL | Shell Plc ADR | $0 | 0.00% | 0 | -2,257 | -100.0% | -$20.99万 | 清仓 |
| UA | Under Armour Inc | $0 | 0.00% | 0 | -20,000 | -100.0% | -$11.58万 | 清仓 |
| DNN | Denison Mines Corp. | $0 | 0.00% | 0 | -10,000 | -100.0% | -$3.53万 | 清仓 |
| DOX | Amdocs Ltd ADR | $20.45万 | 0.02% | 4,046 | -404 | -9.1% | -$2.04万 | 减仓 |
| GNRC | Generac Holdings Inc | $20.50万 | 0.02% | 700 | 700 | — | $20.50万 | 新建仓 |
| CEG | Constellation Energy Corp | $20.66万 | 0.02% | 832 | 832 | — | $20.66万 | 新建仓 |
| SPG | Simon Property Group | $20.82万 | 0.02% | 931 | 931 | — | $20.82万 | 新建仓 |
| EOG | EOG Res Inc | $21.08万 | 0.02% | 1,625 | -304 | -15.8% | -$3.94万 | 减仓 |
| UBER | Uber Technologies Inc | $21.09万 | 0.02% | 2,922 | 2,922 | — | $21.09万 | 新建仓 |
| CB | Chubb Limited Com | $21.30万 | 0.02% | 625 | 11 | 1.8% | $3,748 | 加仓 |
| VZ | Verizon Communications Inc | $21.32万 | 0.02% | 5,036 | 516 | 11.4% | $2.18万 | 加仓 |
| ENB | Enbridge Inc | $21.39万 | 0.02% | 3,946 | 3,946 | — | $21.39万 | 新建仓 |
| MPC | Marathon Petroleum Corp | $21.91万 | 0.02% | 857 | 0 | 0.0% | — | 不变 |
| NOW | Servicenow Inc | $21.94万 | 0.02% | 2,210 | -60 | -2.6% | -$5,957 | 减仓 |
| WFC | Wells Fargo & Co | $22.44万 | 0.02% | 2,715 | 242 | 9.8% | $2.00万 | 重新持有 |
| WEC | WEC Energy Group Inc | $22.54万 | 0.02% | 1,930 | 1,930 | — | $22.54万 | 新建仓 |
| KEY | Keycorp | $22.57万 | 0.02% | 9,791 | 9,791 | — | $22.57万 | 新建仓 |
| GPIX | Goldman Sachs S&P 500 Premium | $22.65万 | 0.02% | 4,076 | 0 | 0.0% | — | 不变 |
| IWS | iShares Russell Mid-Cap Value | $22.67万 | 0.02% | 1,377 | 0 | 0.0% | — | 不变 |
| WTRG | Essential Utilities, Inc | $22.99万 | 0.02% | 6,000 | -8,146 | -57.6% | -$31.21万 | 减仓 |
| PPL | PPL Corp | $23.05万 | 0.02% | 6,340 | 787 | 14.2% | $2.86万 | 加仓 |
| MCD | McDonald's Corp | $23.22万 | 0.02% | 859 | -733 | -46.0% | -$19.81万 | 减仓 |
| SGOL | Abrdn Physical Gold Shares ETF | $23.30万 | 0.02% | 6,096 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific Inc | $23.41万 | 0.02% | 467 | -68 | -12.7% | -$3.41万 | 减仓 |
| RDVI | FT Vest Rising Dividend Target | $23.67万 | 0.02% | 8,052 | 0 | 0.0% | — | 不变 |
| AJG | Arthur J. Gallagher & Co | $23.81万 | 0.02% | 1,037 | 0 | 0.0% | — | 不变 |
| CVS | CVS Health Corp | $23.92万 | 0.02% | 2,312 | 2,312 | — | $23.92万 | 新建仓 |
| TFC | Truist Financial Corporation | $24.00万 | 0.02% | 4,818 | 441 | 10.1% | $2.20万 | 加仓 |
| FELG | Fidelity Enhanced Large Cap ET | $24.06万 | 0.02% | 5,500 | -200 | -3.5% | -$8,750 | 减仓 |
| GPIQ | Goldman Sachs Nasdaq-100 Premi | $24.15万 | 0.02% | 4,071 | 0 | 0.0% | — | 不变 |
| DGRW | Wisdomtree Tr US Qtly Div Grt | $24.32万 | 0.02% | 2,543 | 0 | 0.0% | — | 不变 |
| NSC | Norfolk Southern Corp | $24.41万 | 0.02% | 776 | 18 | 2.4% | $5,663 | 加仓 |
| MGV | Vanguard World Mega Cap Val ET | $24.70万 | 0.02% | 1,511 | 100 | 7.1% | $1.63万 | 加仓 |
| IVW | iShares S&P 500 Growth | $25.62万 | 0.02% | 1,863 | -70 | -3.6% | -$9,627 | 减仓 |
| TSM | Taiwan Semiconductor MFG LTD A | $27.08万 | 0.02% | 567 | 567 | — | $27.08万 | 新建仓 |
| GILD | Gilead Sciences Inc | $27.81万 | 0.02% | 2,201 | 338 | 18.1% | $4.27万 | 加仓 |
| SCHW | The Charles Schwab Corp | $27.81万 | 0.02% | 3,014 | 133 | 4.6% | $1.23万 | 加仓 |
| PNC | PNC Financial Services Group I | $27.82万 | 0.02% | 1,130 | -230 | -16.9% | -$5.66万 | 减仓 |
| MCHP | Microchip Technology Inc | $28.60万 | 0.02% | 3,136 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $29.16万 | 0.02% | 1,725 | 254 | 17.3% | $4.29万 | 加仓 |
| ORCL | Oracle Corp | $29.21万 | 0.02% | 1,993 | 199 | 11.1% | $2.92万 | 加仓 |
| STRT | STRATTEC Security Corporation | $29.31万 | 0.02% | 3,598 | 0 | 0.0% | — | 不变 |
| CRL | Charles River Labs Intl | $29.48万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Inc | $29.58万 | 0.02% | 2,514 | -403 | -13.8% | -$4.74万 | 减仓 |
| USB | US Bancorp | $30.52万 | 0.02% | 5,053 | 0 | 0.0% | — | 不变 |
| STX | Seagate Technology Hldngs Plc | $30.98万 | 0.02% | 321 | 321 | — | $30.98万 | 新建仓 |
| COF | Capital One Finl Corp Com | $31.56万 | 0.02% | 1,573 | 17 | 1.1% | $3,411 | 加仓 |
| UNH | UnitedHealth Group Inc | $32.05万 | 0.02% | 771 | 21 | 2.8% | $8,728 | 加仓 |
| TRI | Thomson Reuters Corp NPV | $32.19万 | 0.02% | 3,942 | 0 | 0.0% | — | 不变 |
| — | United States Commodity Index | $32.21万 | 0.02% | 3,477 | 0 | 0.0% | — | 不变 |
| SPDW | State St SPDR Port Developed W | $32.47万 | 0.03% | 6,444 | 0 | 0.0% | — | 不变 |
| XEL | Xcel Energy Inc. | $33.55万 | 0.03% | 4,178 | -6 | -0.1% | -$482 | 减仓 |
| INTC | Intel Corp | $34.21万 | 0.03% | 2,450 | 2,450 | — | $34.21万 | 新建仓 |
| HLT | Hilton Worldwide Hldgs Inc | $34.53万 | 0.03% | 1,045 | 340 | 48.2% | $11.24万 | 加仓 |
| OKLO | Oklo Inc. | $34.80万 | 0.03% | 6,650 | 0 | 0.0% | — | 不变 |
| ROK | Rockwell Automation Inc | $35.25万 | 0.03% | 712 | 57 | 8.7% | $2.82万 | 加仓 |
| XLU | State Street Utilities Select | $35.84万 | 0.03% | 7,904 | 0 | 0.0% | — | 不变 |
| PHM | Pulte Group Inc Com | $36.03万 | 0.03% | 2,626 | 21 | 0.8% | $2,881 | 加仓 |
| GEV | GE Vernova Inc | $36.30万 | 0.03% | 309 | 52 | 20.2% | $6.11万 | 加仓 |
| GS | Goldman Sachs Group Inc | $37.52万 | 0.03% | 371 | 0 | 0.0% | — | 不变 |
| WM | Waste Mgmt Inc Del | $37.56万 | 0.03% | 1,685 | 26 | 1.6% | $5,795 | 加仓 |
| PAVE | Global X US Infr Dev ETF | $38.83万 | 0.03% | 6,591 | 1,190 | 22.0% | $7.01万 | 加仓 |
| UNP | Union Pacific Corp | $39.09万 | 0.03% | 1,437 | 15 | 1.1% | $4,080 | 加仓 |
| MCK | McKesson Corp | $40.27万 | 0.03% | 533 | 10 | 1.9% | $7,556 | 加仓 |
| AON | Aon PLC Shs Cl A | $41.20万 | 0.03% | 1,242 | -142 | -10.3% | -$4.71万 | 减仓 |
| DUK | Duke Energy Corp | $42.04万 | 0.03% | 3,321 | 248 | 8.1% | $3.14万 | 加仓 |
| WWD | Woodward Inc | $42.54万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $44.44万 | 0.03% | 2,126 | 50 | 2.4% | $1.05万 | 加仓 |
| ACWX | iShares MSCI ACWI ex US | $44.94万 | 0.03% | 5,905 | 0 | 0.0% | — | 不变 |
| IXN | Ishares Tr Global Tech ETF | $45.41万 | 0.04% | 3,143 | 0 | 0.0% | — | 不变 |
| PH | Parker Hannifin Corp | $45.97万 | 0.04% | 470 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Financial Inc | $46.56万 | 0.04% | 1,015 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard FTSE Developed Market | $46.75万 | 0.04% | 6,562 | 0 | 0.0% | — | 不变 |
| V | Visa Inc | $47.14万 | 0.04% | 1,374 | 147 | 12.0% | $5.04万 | 加仓 |
| MU | Micron Technology Inc | $47.79万 | 0.04% | 414 | 414 | — | $47.79万 | 新建仓 |
| TEL | TE Connectivity PLC ADR | $47.88万 | 0.04% | 2,375 | 0 | 0.0% | — | 不变 |
| ACN | Accenture PLC | $48.48万 | 0.04% | 3,896 | 7 | 0.2% | $871 | 加仓 |
| TTEK | Tetra Tech Inc New | $48.59万 | 0.04% | 16,820 | 0 | 0.0% | — | 不变 |
| BMO | Bank Of Montreal ADR | $49.21万 | 0.04% | 2,785 | 0 | 0.0% | — | 不变 |
| LNT | Alliant Energy Corp | $49.52万 | 0.04% | 6,491 | 1,047 | 19.2% | $7.99万 | 加仓 |
| VGT | Vanguard Information Technolog | $49.62万 | 0.04% | 4,152 | 0 | 0.0% | — | 不变 |
| AXP | American Express CO | $49.89万 | 0.04% | 1,475 | 3 | 0.2% | $1,015 | 加仓 |
| SO | Southern Company | $50.83万 | 0.04% | 5,311 | 50 | 1.0% | $4,786 | 加仓 |
| CVX | Chevron Corp | $50.87万 | 0.04% | 3,069 | 338 | 12.4% | $5.60万 | 加仓 |
| PEP | Pepsico Inc | $51.94万 | 0.04% | 3,836 | 27 | 0.7% | $3,656 | 加仓 |
| EFA | iShares MSCI EAFE ETF | $53.27万 | 0.04% | 5,128 | 0 | 0.0% | — | 不变 |
| ISRG | Intuitive Surgical Inc | $54.00万 | 0.04% | 1,358 | 18 | 1.3% | $7,158 | 加仓 |
| ABT | Abbott Laboratories | $54.34万 | 0.04% | 5,988 | 170 | 2.9% | $1.54万 | 加仓 |
| SLV | Ishares Silver Trust | $55.23万 | 0.04% | 10,330 | 0 | 0.0% | — | 不变 |
| — | Weyco Group Inc | $55.68万 | 0.04% | 14,156 | 0 | 0.0% | — | 不变 |
| CTAS | Cintas Corporation | $56.99万 | 0.04% | 3,351 | 484 | 16.9% | $8.23万 | 加仓 |
| HD | Home Depot Inc | $57.03万 | 0.04% | 1,617 | 27 | 1.7% | $9,522 | 加仓 |
| GE | GE Aerospace | $58.60万 | 0.05% | 1,568 | 379 | 31.9% | $14.16万 | 加仓 |
| VTV | Vanguard Index Value | $58.60万 | 0.05% | 2,689 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc | $59.55万 | 0.05% | 835 | 11 | 1.3% | $7,845 | 加仓 |
| MO | Altria Group Inc | $60.32万 | 0.05% | 8,384 | 78 | 0.9% | $5,612 | 加仓 |
| MGEE | MGE Energy Inc | $60.81万 | 0.05% | 7,458 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 4 | $62.39万 | 0.05% | 887 | 0 | 0.0% | — | 不变 |