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 |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ET | $2.56亿 | 22.74% | 797,187 | 8,285 | 1.1% | $265.79万 | 加仓 |
| IEFA | iShares Core MSCI EAFE ETF | $1.41亿 | 12.52% | 1,556,046 | 42,356 | 2.8% | $383.45万 | 加仓 |
| IWF | iShares Russell 1000 Growth ET | $7,816.25万 | 6.95% | 183,308 | 1,234 | 0.7% | $52.62万 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $6,227.20万 | 5.54% | 500,941 | 8,230 | 1.7% | $102.31万 | 加仓 |
| DGRO | iShares Core Dividend Growth | $5,861.12万 | 5.21% | 835,155 | 13,111 | 1.6% | $92.01万 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $5,688.02万 | 5.06% | 266,206 | 3,783 | 1.4% | $80.83万 | 加仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $4,777.98万 | 4.25% | 707,534 | 10,762 | 1.5% | $72.68万 | 加仓 |
| AGG | iShares Core US Aggregate Bond | $3,729.53万 | 3.32% | 375,696 | -5,839 | -1.5% | -$57.96万 | 减仓 |
| SPY | State Street SPDR S&P 500 ETF | $2,845.50万 | 2.53% | 43,754 | -37 | -0.1% | -$2.41万 | 减仓 |
| FBIZ | First Business Financial Servi | $1,948.55万 | 1.73% | 361,311 | 0 | 0.0% | — | 不变 |
| JPST | JPMorgan Ultra-Short Income ET | $1,769.85万 | 1.57% | 349,703 | 132,005 | 60.6% | $668.08万 | 加仓 |
| NVDA | Nvidia Corp | $1,743.13万 | 1.55% | 99,950 | 5,449 | 5.8% | $95.03万 | 加仓 |
| AAPL | Apple Inc | $1,509.26万 | 1.34% | 59,469 | 2,541 | 4.5% | $64.49万 | 加仓 |
| AVGO | Broadcom Inc | $1,289.02万 | 1.15% | 41,647 | 3,824 | 10.1% | $118.36万 | 加仓 |
| GOOGL | Alphabet Inc Cap Stk Cl A | $1,212.38万 | 1.08% | 42,161 | 3,183 | 8.2% | $91.53万 | 加仓 |
| CIEN | Ciena Corp | $1,166.63万 | 1.04% | 30,050 | 3,310 | 12.4% | $128.50万 | 加仓 |
| JPM | JPMorgan Chase & Co | $1,039.56万 | 0.92% | 35,340 | 3,233 | 10.1% | $95.10万 | 加仓 |
| PWR | Quanta Services Inc | $852.46万 | 0.76% | 15,527 | 1,416 | 10.0% | $77.74万 | 加仓 |
| ANET | Arista Networks Inc | $812.47万 | 0.72% | 66,173 | 7,132 | 12.1% | $87.57万 | 加仓 |
| MSFT | Microsoft Corp | $668.05万 | 0.59% | 18,047 | 369 | 2.1% | $13.66万 | 加仓 |
| VTIP | Vanguard Short-Term Inflation | $663.45万 | 0.59% | 132,822 | 132,822 | — | $663.45万 | 新建仓 |
| LRCX | Lam Research Corporation | $658.95万 | 0.59% | 30,841 | 3,982 | 14.8% | $85.08万 | 加仓 |
| LLY | Lilly Eli Co | $590.12万 | 0.52% | 6,416 | 697 | 12.2% | $64.11万 | 加仓 |
| MUB | iShares National Muni Bond ETF | $562.38万 | 0.50% | 52,980 | 7,850 | 17.4% | $83.33万 | 加仓 |
| — | Exxon Mobil Corp | $496.19万 | 0.44% | 29,246 | 2,348 | 8.7% | $39.84万 | 加仓 |
| MTUM | iShares Edge MSCI USA Momentum | $488.02万 | 0.43% | 20,335 | 0 | 0.0% | — | 不变 |
| XLK | State Street Technology Select | $485.06万 | 0.43% | 36,498 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $481.92万 | 0.43% | 15,341 | 1,599 | 11.6% | $50.23万 | 加仓 |
| COST | Costco Wholesale Corp | $463.24万 | 0.41% | 4,649 | 441 | 10.5% | $43.94万 | 加仓 |
| C | Citigroup Inc | $454.22万 | 0.40% | 40,051 | 4,124 | 11.5% | $46.77万 | 加仓 |
| BRK/A | Berkshire Hathaway Inc Class A | $430.88万 | 0.38% | 6 | 0 | 0.0% | — | 不变 |
| ADI | Analog Devices Inc | $425.48万 | 0.38% | 13,374 | 1,415 | 11.8% | $45.02万 | 加仓 |
| IVV | iShares S&P 500 Core | $422.89万 | 0.38% | 6,474 | 601 | 10.2% | $39.26万 | 加仓 |
| BAC | Bank of America Corp | $378.54万 | 0.34% | 77,650 | 6,359 | 8.9% | $31.00万 | 加仓 |
| TMUS | T Mobile US Inc | $355.03万 | 0.32% | 16,904 | 2,803 | 19.9% | $58.87万 | 加仓 |
| GD | General Dynamics Corp | $338.48万 | 0.30% | 9,862 | 1,040 | 11.8% | $35.69万 | 加仓 |
| XLE | State Street Energy Select Sec | $332.30万 | 0.30% | 54,244 | 0 | 0.0% | — | 不变 |
| NUE | Nucor Corp | $332.20万 | 0.30% | 19,645 | 1,837 | 10.3% | $31.06万 | 加仓 |
| EQIX | Equinix Inc | $323.19万 | 0.29% | 3,297 | 350 | 11.9% | $34.31万 | 加仓 |
| SYK | Stryker Corp | $317.58万 | 0.28% | 9,665 | 976 | 11.2% | $32.07万 | 加仓 |
| RSG | Republic Services Inc | $311.62万 | 0.28% | 14,228 | 1,733 | 13.9% | $37.96万 | 加仓 |
| TJX | TJX Companies Inc | $310.95万 | 0.28% | 19,471 | 1,531 | 8.5% | $24.45万 | 加仓 |
| NEE | Nextera Energy Inc | $309.51万 | 0.28% | 33,324 | 2,953 | 9.7% | $27.43万 | 加仓 |
| KO | Coca-Cola Co | $294.82万 | 0.26% | 38,766 | 697 | 1.8% | $5.30万 | 加仓 |
| — | Electronic Arts Inc | $289.29万 | 0.26% | 14,190 | 0 | 0.0% | — | 不变 |
| EXPE | Expedia Group Inc New | $281.73万 | 0.25% | 12,202 | 1,249 | 11.4% | $28.84万 | 加仓 |
| PRU | Prudential Financial Inc | $273.98万 | 0.24% | 28,046 | 2,905 | 11.6% | $28.38万 | 加仓 |
| ICE | Intercontinental Exchange Inc | $271.73万 | 0.24% | 17,277 | 2,532 | 17.2% | $39.82万 | 加仓 |
| TXN | Texas Instruments Inc | $263.95万 | 0.23% | 13,596 | 1,261 | 10.2% | $24.48万 | 加仓 |
| AMZN | Amazon.com Inc | $257.55万 | 0.23% | 12,366 | 1,537 | 14.2% | $32.01万 | 加仓 |
| META | Meta Platforms Inc | $247.22万 | 0.22% | 4,321 | 478 | 12.4% | $27.35万 | 加仓 |
| CSCO | Cisco Systems Inc | $240.92万 | 0.21% | 31,050 | 729 | 2.4% | $5.66万 | 加仓 |
| TOL | Toll Brothers Inc | $231.77万 | 0.21% | 16,983 | 1,874 | 12.4% | $25.57万 | 加仓 |
| XLI | State Street Industrial Select | $226.63万 | 0.20% | 14,013 | 0 | 0.0% | — | 不变 |
| LOW | Lowe's Companies Inc | $221.04万 | 0.20% | 9,355 | 995 | 11.9% | $23.51万 | 加仓 |
| RSSB | Return Stacked Global Stocks & | $212.80万 | 0.19% | 78,208 | 78,208 | — | $212.80万 | 新建仓 |
| DRI | Darden Restaurants Inc | $209.45万 | 0.19% | 10,684 | 1,148 | 12.0% | $22.51万 | 加仓 |
| OSK | Oshkosh Corporation | $207.11万 | 0.18% | 14,069 | 1,959 | 16.2% | $28.84万 | 加仓 |
| NFLX | Netflix Inc | $203.13万 | 0.18% | 21,126 | 1,237 | 6.2% | $11.89万 | 加仓 |
| SLB | SLB Limited | $199.29万 | 0.18% | 38,779 | 3,166 | 8.9% | $16.27万 | 加仓 |
| GOOG | Alphabet Inc Cap Stk Cl C | $197.47万 | 0.18% | 6,884 | -12 | -0.2% | -$3,442 | 减仓 |
| KR | Kroger Co | $190.66万 | 0.17% | 26,349 | 3,842 | 17.1% | $27.80万 | 加仓 |
| GLD | Spdr Gold Trust | $182.74万 | 0.16% | 4,247 | -1,000 | -19.1% | -$43.03万 | 减仓 |
| PM | Philip Morris International In | $172.91万 | 0.15% | 10,458 | 0 | 0.0% | — | 不变 |
| AEP | American Electric Power Inc | $170.76万 | 0.15% | 13,027 | 1,705 | 15.1% | $22.35万 | 加仓 |
| ABBV | Abbvie Inc Com | $155.85万 | 0.14% | 7,166 | 326 | 4.8% | $7.09万 | 加仓 |
| IQV | Iqvia Holdings Inc | $152.87万 | 0.14% | 8,964 | 1,039 | 13.1% | $17.72万 | 加仓 |
| IWB | iShares Russell 1000 ETF | $151.32万 | 0.13% | 4,244 | 0 | 0.0% | — | 不变 |
| XLY | State Street Consumer Dis Sele | $140.61万 | 0.13% | 12,902 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small-Cap ETF | $132.79万 | 0.12% | 5,070 | 31 | 0.6% | $8,120 | 加仓 |
| QCOM | Qualcomm Inc | $130.43万 | 0.12% | 10,128 | 959 | 10.5% | $12.35万 | 加仓 |
| PLTR | Palantir Technologies Inc | $128.95万 | 0.11% | 8,815 | 699 | 8.6% | $10.22万 | 加仓 |
| CL | Colgate-Palmolive Co | $128.79万 | 0.11% | 15,111 | 2,741 | 22.2% | $23.36万 | 加仓 |
| IWM | iShares Russell 2000 | $122.76万 | 0.11% | 4,950 | 0 | 0.0% | — | 不变 |
| GLW | Corning Inc | $121.86万 | 0.11% | 8,962 | 593 | 7.1% | $8.06万 | 加仓 |
| APO | Apollo Global Mgmt Inc | $121.47万 | 0.11% | 10,902 | 2,266 | 26.2% | $25.25万 | 加仓 |
| XLF | Financial Select Sector SPDR E | $118.96万 | 0.11% | 24,095 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $113.59万 | 0.10% | 4,647 | 12 | 0.3% | $2,933 | 加仓 |
| VOX | Vanguard Communication SVCS ET | $111.50万 | 0.10% | 6,200 | 0 | 0.0% | — | 不变 |
| WMT | Wal-Mart Inc | $109.54万 | 0.10% | 8,814 | 505 | 6.1% | $6.28万 | 加仓 |
| ATI | ATI Inc | $108.86万 | 0.10% | 7,484 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc | $105.90万 | 0.09% | 8,804 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway INC-CL B | $105.38万 | 0.09% | 2,199 | 152 | 7.4% | $7.28万 | 加仓 |
| CRM | Salesforce Inc. | $99.10万 | 0.09% | 5,309 | 1,014 | 23.6% | $18.93万 | 加仓 |
| IWO | iShares Russell 2000 Growth | $98.29万 | 0.09% | 3,132 | 0 | 0.0% | — | 不变 |
| ASML | ASML Holding N V N Y Registry | $96.68万 | 0.09% | 732 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid-Cap ETF | $92.04万 | 0.08% | 3,205 | 236 | 7.9% | $6.78万 | 加仓 |
| IWN | iShares Russell 2000 Value | $87.29万 | 0.08% | 4,604 | 0 | 0.0% | — | 不变 |
| NULV | Nuveen ESG Large Cap Value | $86.14万 | 0.08% | 18,931 | -254 | -1.3% | -$1.16万 | 减仓 |
| XLC | State Street Comm Svcs Select | $81.12万 | 0.07% | 7,317 | 0 | 0.0% | — | 不变 |
| USMV | iShares Edge MSCI Min Vol USA | $80.63万 | 0.07% | 8,694 | 0 | 0.0% | — | 不变 |
| BLK | Blackrock Inc New | $80.30万 | 0.07% | 835 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp PLC | $77.72万 | 0.07% | 2,173 | 167 | 8.3% | $5.97万 | 加仓 |
| PG | Procter & Gamble Co | $77.42万 | 0.07% | 5,360 | -1,000 | -15.7% | -$14.44万 | 减仓 |
| ACN | Accenture PLC | $77.11万 | 0.07% | 3,889 | 5 | 0.1% | $991 | 加仓 |
| TDG | Transdigm Group Inc | $75.56万 | 0.07% | 652 | 0 | 0.0% | — | 不变 |
| CTA | Simplify Managed Futures ETF | $73.07万 | 0.06% | 24,179 | 24,179 | — | $73.07万 | 新建仓 |
| AMD | Advanced Micro Devices Inc | $71.32万 | 0.06% | 3,506 | 360 | 11.4% | $7.32万 | 加仓 |
| SLV | Ishares Silver Trust | $70.39万 | 0.06% | 10,330 | -1,900 | -15.5% | -$12.95万 | 减仓 |
| MDLZ | Mondelez Intl Inc Class A | $69.85万 | 0.06% | 12,118 | 0 | 0.0% | — | 不变 |