Financial Management Professionals, Inc.
AUSTIN TX · SEC CIK 0001568132
$8.92亿2026Q1 申报市值
961持仓数
62.3%前十大占比 · 第一大 11.9%
61 / 65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
SCHV 新建仓+$5,264.84万
VB 加仓+$3,357.96万
SPYV 新建仓+$927.35万
FEZ 新建仓+$903.93万
SCHF 加仓+$871.41万
2026Q1 卖出最多 按季末市值估算
SCHG 减仓-$5,302.22万
VOO 减仓-$3,693.76万
VV 减仓-$2,339.11万
HYS 减仓-$2,288.71万
Fidelity High Yi 减仓-$2,198.26万
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 |
|---|---|---|---|---|---|---|---|---|
| COF | Capital One FC | $28.40万 | 0.03% | 1,557 | -90 | -5.5% | -$1.64万 | 减仓 |
| DIA | SPDR Dow Jones Industrial Avr ETF IV | $28.50万 | 0.03% | 614 | 0 | 0.0% | — | 不变 |
| ACN | Accenture PLC F Class A | $29.35万 | 0.03% | 1,480 | 1,389 | 1,526.4% | $27.54万 | 加仓 |
| ASML | Asml HLDGS NV F Sponsored ADR | $29.72万 | 0.03% | 225 | 9 | 4.2% | $1.19万 | 加仓 |
| KMB | Kimberly Clark Corp | $30.42万 | 0.03% | 3,112 | 25 | 0.8% | $2,444 | 加仓 |
| SCHW | Charles Schwab Corp | $30.89万 | 0.03% | 3,287 | 189 | 6.1% | $1.78万 | 加仓 |
| TEL | Te Connectivity PLC F | $31.08万 | 0.03% | 1,487 | 20 | 1.4% | $4,180 | 加仓 |
| MRSH | Marsh & MC Lennan Co | $31.48万 | 0.04% | 1,815 | 27 | 1.5% | $4,683 | 加仓 |
| SLB | Schlumberger LTD F | $32.06万 | 0.04% | 6,203 | 3 | 0.0% | $155 | 加仓 |
| CRUS | Cirrus Logic Inc | $32.34万 | 0.04% | 2,236 | 0 | 0.0% | — | 不变 |
| AGG | iShares Core US Aggregate Bond ETF | $33.07万 | 0.04% | 3,331 | -25 | -0.7% | -$2,482 | 减仓 |
| MMM | 3M Co | $33.42万 | 0.04% | 2,301 | 40 | 1.8% | $5,810 | 加仓 |
| TT | Trane Technologies PLC F | $34.42万 | 0.04% | 826 | 3 | 0.4% | $1,250 | 加仓 |
| GE | General Electric Co | $34.51万 | 0.04% | 1,214 | 10 | 0.8% | $2,842 | 加仓 |
| FAST | Fastenal Co | $34.71万 | 0.04% | 7,480 | 7,325 | 4,725.8% | $33.99万 | 重新持有 |
| AMAT | Applied Materials | $34.79万 | 0.04% | 1,018 | 25 | 2.5% | $8,545 | 加仓 |
| WELL | Welltower Inc REIT | $36.54万 | 0.04% | 1,848 | 1,523 | 468.6% | $30.11万 | 加仓 |
| MSI | Motorola Solutions | $36.77万 | 0.04% | 845 | 6 | 0.7% | $2,611 | 加仓 |
| SCHG | Schwab US Large Cap Growth ETF | $36.82万 | 0.04% | 12,639 | -1,820,196 | -99.3% | -$5,302.22万 | 减仓 |
| AIG | American Intl Group | $37.23万 | 0.04% | 4,948 | 61 | 1.2% | $4,590 | 加仓 |
| TSM | Taiwan Semiconductr F Sponsored ADR | $40.01万 | 0.04% | 1,181 | 161 | 15.8% | $5.45万 | 加仓 |
| MA | Mastercard Inc Class A | $41.26万 | 0.05% | 826 | 1 | 0.1% | $499 | 加仓 |
| WMB | Williams Companies | $41.40万 | 0.05% | 5,688 | 182 | 3.3% | $1.32万 | 加仓 |
| CIEN | Ciena Corp | $41.70万 | 0.05% | 1,074 | 4 | 0.4% | $1,553 | 加仓 |
| EFA | iShares MSCI EAFE ETF | $42.32万 | 0.05% | 4,357 | -62 | -1.4% | -$6,022 | 减仓 |
| TPL | Texas Pacific Land Corp | $42.98万 | 0.05% | 906 | -299 | -24.8% | -$14.18万 | 减仓 |
| SHEL | Shell PLC F Unsponsored ADR | $43.36万 | 0.05% | 4,663 | -133 | -2.8% | -$1.24万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $43.76万 | 0.05% | 4,834 | -62 | -1.3% | -$5,613 | 减仓 |
| DELL | Dell Technologies Inc Class C | $44.38万 | 0.05% | 2,704 | -10 | -0.4% | -$1,641 | 减仓 |
| MRK | Merck & Co. Inc. | $45.23万 | 0.05% | 3,734 | 30 | 0.8% | $3,634 | 加仓 |
| DTH | Wisdomtree International HGH DIV ETF | $45.41万 | 0.05% | 8,396 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp | $45.57万 | 0.05% | 3,098 | 133 | 4.5% | $1.96万 | 加仓 |
| NFLX | Netflix Inc | $45.60万 | 0.05% | 4,743 | 251 | 5.6% | $2.41万 | 加仓 |
| APD | Air Prod & Chemicals | $45.89万 | 0.05% | 1,580 | 25 | 1.6% | $7,261 | 加仓 |
| MLM | Martin Marietta Material | $46.80万 | 0.05% | 795 | 175 | 28.2% | $10.30万 | 加仓 |
| CME | Cme Group Inc Class A | $48.64万 | 0.05% | 1,647 | 26 | 1.6% | $7,679 | 加仓 |
| CDNS | Cadence Design SYS | $50.13万 | 0.06% | 1,804 | -347 | -16.1% | -$9.64万 | 减仓 |
| LIN | Linde PLC F | $50.16万 | 0.06% | 1,012 | 498 | 96.9% | $24.68万 | 加仓 |
| BHP | BHP Group LTD F Sponsored ADR | $50.60万 | 0.06% | 6,957 | 520 | 8.1% | $3.78万 | 加仓 |
| MDT | Medtronic PLC F | $52.71万 | 0.06% | 6,034 | -1,733 | -22.3% | -$15.14万 | 减仓 |
| BLK | BlackRock Inc New | $53.28万 | 0.06% | 554 | 9 | 1.7% | $8,655 | 加仓 |
| GL | Globe Life Inc | $54.78万 | 0.06% | 3,936 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc. | $54.89万 | 0.06% | 1,560 | 25 | 1.6% | $8,796 | 加仓 |
| IRM | Iron MTN Inc New REIT | $54.97万 | 0.06% | 5,337 | 72 | 1.4% | $7,416 | 加仓 |
| SBUX | Starbucks Corp | $55.48万 | 0.06% | 6,192 | 81 | 1.3% | $7,257 | 加仓 |
| IBM | IBM Corp | $55.92万 | 0.06% | 2,307 | -28 | -1.2% | -$6,787 | 减仓 |
| LRCX | Lam Research Corp | $56.28万 | 0.06% | 2,631 | 65 | 2.5% | $1.39万 | 加仓 |
| UNP | Union Pacific Corp | $56.46万 | 0.06% | 2,327 | 43 | 1.9% | $1.04万 | 加仓 |
| PNC | PNC Finl Services | $58.73万 | 0.07% | 2,822 | 41 | 1.5% | $8,532 | 加仓 |
| BAC | Bank Of America Corp | $58.83万 | 0.07% | 12,067 | 5 | 0.0% | $244 | 加仓 |
| UNH | Unitedhealth GRP Inc | $59.26万 | 0.07% | 2,190 | 1,288 | 142.8% | $34.85万 | 加仓 |
| PG | Procter & Gamble | $59.26万 | 0.07% | 4,103 | 219 | 5.6% | $3.16万 | 加仓 |
| AMD | Advanced Micro Devic | $62.29万 | 0.07% | 3,062 | -2,019 | -39.7% | -$41.07万 | 减仓 |
| ABT | Abbott Laboratories | $62.74万 | 0.07% | 6,111 | 426 | 7.5% | $4.37万 | 加仓 |
| COST | Costco Wholesale Co | $63.95万 | 0.07% | 642 | -70 | -9.8% | -$6.97万 | 减仓 |
| VLO | Valero Energy Corp | $64.36万 | 0.07% | 2,605 | 24 | 0.9% | $5,930 | 加仓 |
| IBIT | iShares Bitcoin ETF IV | $67.30万 | 0.08% | 17,518 | 2,490 | 16.6% | $9.57万 | 加仓 |
| SHW | Sherwin Williams Co | $67.54万 | 0.08% | 2,107 | -2 | -0.1% | -$641 | 减仓 |
| SRE | Sempra | $68.48万 | 0.08% | 7,000 | 98 | 1.4% | $9,587 | 加仓 |
| PM | Philip Morris Intl | $68.96万 | 0.08% | 4,134 | 61 | 1.5% | $1.02万 | 加仓 |
| BRK/A | Berkshire Hathaway Inc D Class A | $71.81万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| LMT | Lockheed Martin Corp | $72.18万 | 0.08% | 1,194 | 19 | 1.6% | $1.15万 | 加仓 |
| HD | Home Depot Inc | $72.72万 | 0.08% | 2,211 | -30 | -1.3% | -$9,867 | 减仓 |
| ISRG | Intuitive Surgical | $73.39万 | 0.08% | 1,592 | -17 | -1.1% | -$7,837 | 减仓 |
| — | ProShares Ultra Bitcoin ETF | $75.22万 | 0.08% | 64,619 | 0 | 0.0% | — | 不变 |
| COP | Conocophillips | $79.96万 | 0.09% | 6,057 | 268 | 4.6% | $3.54万 | 加仓 |
| DUK | Duke Energy Corp | $80.94万 | 0.09% | 6,182 | 66 | 1.1% | $8,642 | 加仓 |
| LLY | Lilly Eli & Co | $83.62万 | 0.09% | 909 | -37 | -3.9% | -$3.40万 | 减仓 |
| WMT | WalMart Inc | $84.38万 | 0.09% | 6,776 | -36 | -0.5% | -$4,483 | 减仓 |
| JNJ | Johnson & Johnson | $86.58万 | 0.10% | 3,542 | 840 | 31.1% | $20.53万 | 加仓 |
| TXN | Texas Instruments | $87.71万 | 0.10% | 4,518 | -80 | -1.7% | -$1.55万 | 减仓 |
| BRK/B | Berkshire Hathaway Class B | $89.13万 | 0.10% | 1,860 | -306 | -14.1% | -$14.66万 | 减仓 |
| KO | The Coca-Cola Co | $89.67万 | 0.10% | 11,712 | 545 | 4.9% | $4.17万 | 加仓 |
| MINT | PIMCO Enhncd SHRT Matrty Actv ETF IV | $93.99万 | 0.11% | 9,346 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc | $94.58万 | 0.11% | 1,758 | 26 | 1.5% | $1.40万 | 加仓 |
| EFV | iShares MSCI EAFE Value | $99.97万 | 0.11% | 13,446 | 51 | 0.4% | $3,792 | 加仓 |
| GILD | Gilead Sciences Inc | $102.59万 | 0.12% | 7,361 | 257 | 3.6% | $3.58万 | 加仓 |
| TJX | TJX Companies Inc | $103.31万 | 0.12% | 6,469 | 85 | 1.3% | $1.36万 | 加仓 |
| CSCO | Cisco Systems Inc | $105.26万 | 0.12% | 13,566 | 1,800 | 15.3% | $13.97万 | 加仓 |
| EZU | iShares MSCI Eurozone ETF IV | $108.32万 | 0.12% | 17,293 | 1,178 | 7.3% | $7.38万 | 重新持有 |
| GOOG | Alphabet Inc. Class C | $115.26万 | 0.13% | 4,018 | 131 | 3.4% | $3.76万 | 加仓 |
| GBTC | Grayscale Bitcoin TR BTC | $115.63万 | 0.13% | 21,917 | -500 | -2.2% | -$2.64万 | 减仓 |
| SHY | iShares 1-3 Year Treasry Bond ETF | $117.29万 | 0.13% | 14,205 | 126 | 0.9% | $1.04万 | 加仓 |
| META | Meta Platforms Inc Class A | $118.89万 | 0.13% | 2,078 | -2 | -0.1% | -$1,144 | 减仓 |
| VWO | Vanguard FTSE Emerging Mark ETF IV | $120.93万 | 0.14% | 22,373 | 0 | 0.0% | — | 不变 |
| FBTC | Fidelity Wise Origin Bitcoin Fund | $122.77万 | 0.14% | 20,798 | 100 | 0.5% | $5,903 | 加仓 |
| JCI | Johnson Controls Inter F | $124.99万 | 0.14% | 9,516 | 18 | 0.2% | $2,364 | 加仓 |
| ABBV | Abbvie Inc | $130.96万 | 0.15% | 6,021 | 470 | 8.5% | $10.22万 | 加仓 |
| MS | Morgan Stanley | $134.83万 | 0.15% | 8,193 | 94 | 1.2% | $1.55万 | 加仓 |
| NXPI | NXP Semiconductors F | $141.95万 | 0.16% | 7,174 | 313 | 4.6% | $6.19万 | 加仓 |
| PSI | Invesco Dynamic Semiconductors ETF | $145.11万 | 0.16% | 15,375 | 15,375 | — | $145.11万 | 新建仓 |
| CVX | Chevron Corp | $146.35万 | 0.16% | 7,073 | 137 | 2.0% | $2.83万 | 加仓 |
| GOOGL | Alphabet Inc. Class A | $157.87万 | 0.18% | 5,490 | 139 | 2.6% | $4.00万 | 加仓 |
| PBW | Invesco Wilderhill Clean Energy ETF | $161.05万 | 0.18% | 50,997 | -499 | -1.0% | -$1.58万 | 减仓 |
| BIL | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $168.49万 | 0.19% | 18,386 | -1 | -0.0% | -$92 | 减仓 |
| ET | Energy Transfer LP | $175.80万 | 0.20% | 91,087 | 89,877 | 7,427.9% | $173.46万 | 加仓 |
| ITA | iShares US Aerospace | $176.57万 | 0.20% | 8,072 | -260 | -3.1% | -$5.69万 | 减仓 |
| SHV | iShares Short Treasury Bond ETF | $179.06万 | 0.20% | 16,221 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Inc | $180.97万 | 0.20% | 4,868 | 43 | 0.9% | $1.60万 | 加仓 |
| XTL | SPDR S&P Telecom ETF | $187.29万 | 0.21% | 9,959 | -287 | -2.8% | -$5.40万 | 减仓 |