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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR Gold Shares ETF | $188.77万 | 0.21% | 4,387 | 5 | 0.1% | $2,151 | 加仓 |
| AVGO | Broadcom Inc | $191.01万 | 0.21% | 6,171 | 228 | 3.8% | $7.06万 | 加仓 |
| IXUS | iShares Core MSCI Totl Intl STCK ETF | $211.28万 | 0.24% | 24,386 | 24,386 | — | $211.28万 | 新建仓 |
| MXI | iShares Global Materials ETF | $212.80万 | 0.24% | 20,034 | 20,034 | — | $212.80万 | 新建仓 |
| SCHB | Schwab US Broad Market ETF | $213.54万 | 0.24% | 85,074 | -1,005 | -1.2% | -$2.52万 | 减仓 |
| GDXJ | Vaneck Vectors Junior Gold Miners ETF | $220.32万 | 0.25% | 18,354 | -5,192 | -22.1% | -$62.32万 | 减仓 |
| VOE | Vanguard Mid Cap Value ETF | $221.03万 | 0.25% | 11,994 | 11,994 | — | $221.03万 | 新建仓 |
| HOMB | Home Bancshares | $225.65万 | 0.25% | 83,791 | 0 | 0.0% | — | 不变 |
| IYZ | iShares US Telecom ETF | $225.79万 | 0.25% | 57,424 | 57,424 | — | $225.79万 | 新建仓 |
| PXH | Invesco Rafi Emerging Markets ETF | $235.55万 | 0.26% | 87,534 | -3,429 | -3.8% | -$9.23万 | 减仓 |
| MSFT | Microsoft Corp | $237.66万 | 0.27% | 6,420 | 114 | 1.8% | $4.22万 | 加仓 |
| AMZN | Amazon.Com Inc | $243.43万 | 0.27% | 11,688 | -116 | -1.0% | -$2.42万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $327.89万 | 0.37% | 5,028 | -13,766 | -73.2% | -$897.73万 | 减仓 |
| JPM | JPMorgan Chase & Co | $338.37万 | 0.38% | 11,503 | 231 | 2.0% | $6.80万 | 加仓 |
| — | Exxon Mobil Corp | $357.03万 | 0.40% | 21,044 | -3,789 | -15.3% | -$64.28万 | 减仓 |
| HELO | Jpmorgn Hedgd Eqty Lad Ovrly ETF | $433.99万 | 0.49% | 67,907 | 4,600 | 7.3% | $29.40万 | 加仓 |
| BITB | Bitwise Bitcoin ETF | $518.73万 | 0.58% | 140,921 | 39,437 | 38.9% | $145.17万 | 加仓 |
| NVDA | Nvidia Corp | $628.05万 | 0.70% | 36,010 | 3,940 | 12.3% | $68.72万 | 加仓 |
| AAPL | Apple Inc | $653.46万 | 0.73% | 25,748 | 188 | 0.7% | $4.77万 | 加仓 |
| JPIB | JPMorgan Internatinal BND Opport ETF | $692.65万 | 0.78% | 144,846 | 11,716 | 8.8% | $56.03万 | 加仓 |
| JPIE | JPMorgan Income ETF | $777.03万 | 0.87% | 168,663 | -2,800 | -1.6% | -$12.90万 | 减仓 |
| FEZ | SPDR Euro Stoxx 50 ETF | $903.93万 | 1.01% | 145,607 | 145,607 | — | $903.93万 | 新建仓 |
| SPYV | SPDR S&P 500 Value ETF | $927.35万 | 1.04% | 163,900 | 163,900 | — | $927.35万 | 新建仓 |
| VEU | Vanguard FTSE All World Ex US ETF IV | $968.88万 | 1.09% | 129,012 | -767 | -0.6% | -$5.76万 | 减仓 |
| VO | Vanguard Mid Cap ETF | $1,007.52万 | 1.13% | 35,083 | 1,412 | 4.2% | $40.55万 | 加仓 |
| JPST | JPMorgan Ultra Short Income ETF | $1,851.47万 | 2.08% | 365,832 | 26,291 | 7.7% | $133.06万 | 加仓 |
| SCHF | Schwab International Equity ETF | $2,389.80万 | 2.68% | 965,577 | 352,083 | 57.4% | $871.41万 | 加仓 |
| BWZ | SPDR BLMBG SRT TR Int TRY BND ETF | $2,465.52万 | 2.77% | 915,870 | 51,369 | 5.9% | $138.29万 | 加仓 |
| VTV | Vanguard Value ETF | $2,788.63万 | 3.13% | 142,132 | 1,561 | 1.1% | $30.63万 | 加仓 |
| VB | Vanguard Small Cap ETF | $3,360.79万 | 3.77% | 128,314 | 128,206 | 118,709.3% | $3,357.96万 | 加仓 |
| IEMG | iShares Core MSCI Emerging ETF | $3,384.49万 | 3.80% | 485,232 | -10,077 | -2.0% | -$70.29万 | 减仓 |
| SMLF | iShares MSCI USA Multifct ETF | $3,949.56万 | 4.43% | 523,190 | 6,050 | 1.2% | $45.67万 | 加仓 |
| BND | Vanguard Total Bond Market ETF | $3,984.80万 | 4.47% | 541,119 | 27,335 | 5.3% | $201.29万 | 加仓 |
| IWB | iShares Russell 1000 ETF IV | $4,151.20万 | 4.66% | 116,424 | 409 | 0.4% | $14.58万 | 加仓 |
| SCHV | Schwab US Large Cap Value ETF | $5,264.84万 | 5.91% | 1,726,176 | 1,726,176 | — | $5,264.84万 | 新建仓 |
| SCHX | Schwab US Large Cap ETF | $5,729.74万 | 6.43% | 2,234,687 | 34,647 | 1.6% | $88.83万 | 加仓 |
| GSIE | Goldman Sachs Actvbt International Equity ETF | $5,895.97万 | 6.61% | 1,367,022 | 35,171 | 2.6% | $151.69万 | 加仓 |
| JHMM | John Hancock Multifctr Mid CP ETF | $5,992.66万 | 6.72% | 892,828 | 7,368 | 0.8% | $49.45万 | 加仓 |
| DFAI | Dimensional Intern Core EQT MKT ETF | $6,602.04万 | 7.40% | 1,694,569 | 29,923 | 1.8% | $116.58万 | 加仓 |
| GSLC | Goldman Sachs Actvbeta US LRG ETF | $1.06亿 | 11.89% | 847,450 | 16,887 | 2.0% | $211.31万 | 加仓 |