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 |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ET | $2.94亿 | 22.81% | 794,853 | -2,334 | -0.3% | -$86.37万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $1.51亿 | 11.74% | 1,567,578 | 11,532 | 0.7% | $111.38万 | 加仓 |
| IWF | iShares Russell 1000 Growth ET | $9,087.80万 | 7.05% | 731,884 | -1,348 | -0.2% | -$16.74万 | 减仓 |
| IJR | iShares Core S&P Small-Cap ETF | $7,445.19万 | 5.77% | 502,002 | 1,061 | 0.2% | $15.74万 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $6,444.64万 | 5.00% | 265,835 | -371 | -0.1% | -$8.99万 | 减仓 |
| DGRO | iShares Core Dividend Growth | $6,359.24万 | 4.93% | 839,061 | 3,906 | 0.5% | $29.60万 | 加仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $5,487.86万 | 4.26% | 711,692 | 4,158 | 0.6% | $32.06万 | 加仓 |
| AGG | iShares Core US Aggregate Bond | $3,846.72万 | 2.98% | 388,636 | 12,940 | 3.4% | $128.08万 | 加仓 |
| SPY | State Street SPDR S&P 500 ETF | $3,262.19万 | 2.53% | 43,684 | -70 | -0.2% | -$5.23万 | 减仓 |
| FBIZ | First Business Financial Servi | $2,148.97万 | 1.67% | 340,189 | -21,122 | -5.8% | -$133.43万 | 减仓 |
| NVDA | Nvidia Corp | $2,051.84万 | 1.59% | 102,546 | 2,596 | 2.6% | $51.94万 | 加仓 |
| JPST | JPMorgan Ultra-Short Income ET | $1,839.75万 | 1.43% | 363,803 | 14,100 | 4.0% | $71.30万 | 加仓 |
| AAPL | Apple Inc | $1,734.83万 | 1.35% | 59,954 | 485 | 0.8% | $14.03万 | 加仓 |
| AVGO | Broadcom Inc | $1,558.14万 | 1.21% | 41,248 | -399 | -1.0% | -$15.07万 | 减仓 |
| GOOGL | Alphabet Inc Cap Stk Cl A | $1,557.74万 | 1.21% | 43,589 | 1,428 | 3.4% | $51.03万 | 加仓 |
| CIEN | Ciena Corp | $1,413.21万 | 1.10% | 28,808 | -1,242 | -4.1% | -$60.93万 | 减仓 |
| LRCX | Lam Research Corporation | $1,408.97万 | 1.09% | 32,515 | 1,674 | 5.4% | $72.54万 | 加仓 |
| JPM | JPMorgan Chase & Co | $1,182.35万 | 0.92% | 36,121 | 781 | 2.2% | $25.56万 | 加仓 |
| ANET | Arista Networks Inc | $1,167.92万 | 0.91% | 68,750 | 2,577 | 3.9% | $43.78万 | 加仓 |
| PWR | Quanta Services Inc | $1,122.83万 | 0.87% | 15,594 | 67 | 0.4% | $4.82万 | 加仓 |
| LLY | Lilly Eli Co | $796.66万 | 0.62% | 6,642 | 226 | 3.5% | $27.11万 | 加仓 |
| VTIP | Vanguard Short-Term Inflation | $754.31万 | 0.59% | 150,171 | 17,349 | 13.1% | $87.14万 | 加仓 |
| MTUM | iShares Edge MSCI USA Momentum | $697.14万 | 0.54% | 20,335 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp | $695.46万 | 0.54% | 18,644 | 597 | 3.3% | $22.27万 | 加仓 |
| XLK | State Street Technology Select | $695.36万 | 0.54% | 36,498 | 0 | 0.0% | — | 不变 |
| IVV | iShares S&P 500 Core | $646.97万 | 0.50% | 8,639 | 2,165 | 33.4% | $162.13万 | 加仓 |
| MUB | iShares National Muni Bond ETF | $589.07万 | 0.46% | 54,736 | 1,756 | 3.3% | $18.90万 | 加仓 |
| C | Citigroup Inc | $580.18万 | 0.45% | 41,453 | 1,402 | 3.5% | $19.62万 | 加仓 |
| ADI | Analog Devices Inc | $551.03万 | 0.43% | 13,874 | 500 | 3.7% | $19.86万 | 加仓 |
| BAC | Bank of America Corp | $456.01万 | 0.35% | 80,030 | 2,380 | 3.1% | $13.56万 | 加仓 |
| NUE | Nucor Corp | $455.68万 | 0.35% | 20,457 | 812 | 4.1% | $18.09万 | 加仓 |
| COR | CENCORA INC | $453.39万 | 0.35% | 16,022 | 681 | 4.4% | $19.27万 | 加仓 |
| BRK/A | Berkshire Hathaway Inc Class A | $449.31万 | 0.35% | 6 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale Corp | $441.82万 | 0.34% | 4,723 | 74 | 1.6% | $6.92万 | 加仓 |
| — | Exxon Mobil Corp | $421.25万 | 0.33% | 30,811 | 1,565 | 5.4% | $21.40万 | 加仓 |
| TXN | Texas Instruments Inc | $416.37万 | 0.32% | 13,969 | 373 | 2.7% | $11.12万 | 加仓 |
| GD | General Dynamics Corp | $364.90万 | 0.28% | 10,301 | 439 | 4.5% | $15.55万 | 加仓 |
| CSCO | Cisco Systems Inc | $364.57万 | 0.28% | 31,038 | -12 | -0.0% | -$1,410 | 减仓 |
| RSSB | Return Stacked Global Stocks & | $363.30万 | 0.28% | 118,108 | 39,900 | 51.0% | $122.73万 | 加仓 |
| EQIX | Equinix Inc | $356.29万 | 0.28% | 3,418 | 121 | 3.7% | $12.61万 | 加仓 |
| EXPE | Expedia Group Inc New | $324.20万 | 0.25% | 12,670 | 468 | 3.8% | $11.98万 | 加仓 |
| KO | Coca-Cola Co | $323.23万 | 0.25% | 39,772 | 1,006 | 2.6% | $8.18万 | 加仓 |
| SYK | Stryker Corp | $315.63万 | 0.24% | 10,025 | 360 | 3.7% | $11.33万 | 加仓 |
| RSG | Republic Services Inc | $308.09万 | 0.24% | 14,459 | 231 | 1.6% | $4.92万 | 加仓 |
| PRU | Prudential Financial Inc | $308.03万 | 0.24% | 28,540 | 494 | 1.8% | $5.33万 | 加仓 |
| AMZN | Amazon.com Inc | $307.15万 | 0.24% | 12,887 | 521 | 4.2% | $12.42万 | 加仓 |
| TJX | TJX Companies Inc | $305.41万 | 0.24% | 20,159 | 688 | 3.5% | $10.42万 | 加仓 |
| NEE | Nextera Energy Inc | $304.19万 | 0.24% | 34,658 | 1,334 | 4.0% | $11.71万 | 加仓 |
| TOL | Toll Brothers Inc | $297.97万 | 0.23% | 18,086 | 1,103 | 6.5% | $18.17万 | 加仓 |
| TMUS | T Mobile US Inc | $293.07万 | 0.23% | 17,473 | 569 | 3.4% | $9.54万 | 加仓 |
| — | Electronic Arts Inc | $289.66万 | 0.22% | 14,127 | -63 | -0.4% | -$1.29万 | 减仓 |
| XLE | State Street Energy Select Sec | $288.09万 | 0.22% | 54,244 | 0 | 0.0% | — | 不变 |
| XLI | State Street Industrial Select | $259.56万 | 0.20% | 14,013 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc | $256.47万 | 0.20% | 4,553 | 232 | 5.4% | $13.07万 | 加仓 |
| GOOG | Alphabet Inc Cap Stk Cl C | $248.00万 | 0.19% | 7,019 | 135 | 2.0% | $4.77万 | 加仓 |
| DRI | Darden Restaurants Inc | $228.59万 | 0.18% | 11,096 | 412 | 3.9% | $8.49万 | 加仓 |
| OSK | Oshkosh Corporation | $226.81万 | 0.18% | 14,778 | 709 | 5.0% | $10.88万 | 加仓 |
| ICE | Intercontinental Exchange Inc | $219.22万 | 0.17% | 17,807 | 530 | 3.1% | $6.52万 | 加仓 |
| GLW | Corning Inc | $218.09万 | 0.17% | 8,538 | -424 | -4.7% | -$10.83万 | 减仓 |
| LOW | Lowe's Companies Inc | $214.45万 | 0.17% | 9,726 | 371 | 4.0% | $8.18万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $209.13万 | 0.16% | 3,600 | 94 | 2.7% | $5.46万 | 加仓 |
| HWM | Howmet Aerospace Inc | $205.36万 | 0.16% | 7,638 | 7,638 | — | $205.36万 | 新建仓 |
| QCOM | Qualcomm Inc | $194.88万 | 0.15% | 10,546 | 418 | 4.1% | $7.72万 | 加仓 |
| PM | Philip Morris International In | $190.82万 | 0.15% | 10,548 | 90 | 0.9% | $1.63万 | 加仓 |
| AEP | American Electric Power Inc | $189.41万 | 0.15% | 13,845 | 818 | 6.3% | $11.19万 | 加仓 |
| SLB | SLB Limited | $187.67万 | 0.15% | 40,368 | 1,589 | 4.1% | $7.39万 | 加仓 |
| IQV | Iqvia Holdings Inc | $180.47万 | 0.14% | 9,340 | 376 | 4.2% | $7.27万 | 加仓 |
| ABBV | Abbvie Inc Com | $177.33万 | 0.14% | 7,047 | -119 | -1.7% | -$2.99万 | 减仓 |
| IWB | iShares Russell 1000 ETF | $173.79万 | 0.13% | 4,244 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Inc | $157.54万 | 0.12% | 22,065 | 939 | 4.4% | $6.70万 | 加仓 |
| GLD | Spdr Gold Trust | $156.45万 | 0.12% | 4,247 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small-Cap ETF | $153.68万 | 0.12% | 5,070 | 0 | 0.0% | — | 不变 |
| KR | Kroger Co | $153.14万 | 0.12% | 27,577 | 1,228 | 4.7% | $6.82万 | 加仓 |
| XLY | State Street Consumer Dis Sele | $151.31万 | 0.12% | 12,902 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive Co | $149.38万 | 0.12% | 16,294 | 1,183 | 7.8% | $10.85万 | 加仓 |
| IWM | iShares Russell 2000 | $148.72万 | 0.12% | 4,950 | 0 | 0.0% | — | 不变 |
| ASML | ASML Holding N V N Y Registry | $146.02万 | 0.11% | 734 | 2 | 0.3% | $3,979 | 加仓 |
| BRK/B | Berkshire Hathaway INC-CL B | $142.01万 | 0.11% | 2,838 | 639 | 29.1% | $31.97万 | 加仓 |
| ATI | ATI Inc | $141.08万 | 0.11% | 7,158 | -326 | -4.4% | -$6.43万 | 减仓 |
| APO | Apollo Global Mgmt Inc | $137.32万 | 0.11% | 11,607 | 705 | 6.5% | $8.34万 | 加仓 |
| XLF | Financial Select Sector SPDR E | $129.17万 | 0.10% | 24,095 | 0 | 0.0% | — | 不变 |
| IWO | iShares Russell 2000 Growth | $123.39万 | 0.10% | 3,132 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $121.30万 | 0.09% | 4,776 | 129 | 2.8% | $3.28万 | 加仓 |
| MRK | Merck & Co Inc | $116.45万 | 0.09% | 9,062 | 258 | 2.9% | $3.32万 | 加仓 |
| VOX | Vanguard Communication SVCS ET | $114.05万 | 0.09% | 6,200 | 0 | 0.0% | — | 不变 |
| WMT | Wal-Mart Inc | $108.74万 | 0.08% | 9,601 | 787 | 8.9% | $8.91万 | 加仓 |
| ETN | Eaton Corp PLC | $104.23万 | 0.08% | 2,446 | 273 | 12.6% | $11.63万 | 加仓 |
| VO | Vanguard Mid-Cap ETF | $103.29万 | 0.08% | 12,820 | 0 | 0.0% | — | 不变 |
| PLTR | Palantir Technologies Inc | $102.18万 | 0.08% | 8,758 | -57 | -0.6% | -$6,650 | 减仓 |
| IWN | iShares Russell 2000 Value | $101.84万 | 0.08% | 4,604 | 0 | 0.0% | — | 不变 |
| NULV | Nuveen ESG Large Cap Value | $95.01万 | 0.07% | 19,006 | 75 | 0.4% | $3,749 | 加仓 |
| CTA | Simplify Managed Futures ETF | $93.00万 | 0.07% | 35,851 | 11,672 | 48.3% | $30.28万 | 加仓 |
| MRVL | Marvell Technology Group LTD | $89.40万 | 0.07% | 3,001 | -112 | -3.6% | -$3.34万 | 减仓 |
| CRM | Salesforce Inc. | $87.64万 | 0.07% | 5,594 | 285 | 5.4% | $4.46万 | 加仓 |
| TDG | Transdigm Group Inc | $87.12万 | 0.07% | 654 | 2 | 0.3% | $2,664 | 加仓 |
| AMAT | Applied Materials Inc | $86.54万 | 0.07% | 1,197 | 108 | 9.9% | $7.81万 | 加仓 |
| USMV | iShares Edge MSCI Min Vol USA | $83.86万 | 0.07% | 8,694 | 0 | 0.0% | — | 不变 |
| BLK | Blackrock Inc New | $80.48万 | 0.06% | 837 | 2 | 0.2% | $1,923 | 加仓 |
| PG | Procter & Gamble Co | $80.26万 | 0.06% | 5,473 | 113 | 2.1% | $1.66万 | 加仓 |
| XLC | State Street Comm Svcs Select | $78.39万 | 0.06% | 7,317 | 0 | 0.0% | — | 不变 |