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 |
|---|---|---|---|---|---|---|---|---|
| MAIN | Main Street Capital | $6.27万 | 0.01% | 1,185 | 5 | 0.4% | $265 | 加仓 |
| FFIN | 1ST Finl Banksh | $6.31万 | 0.01% | 2,128 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify Inc F Class A | $6.31万 | 0.01% | 532 | -41 | -7.2% | -$4,863 | 减仓 |
| EBAY | eBay Inc | $6.32万 | 0.01% | 695 | 7 | 1.0% | $637 | 加仓 |
| VV | Vanguard Large Cap ETF | $6.49万 | 0.01% | 217 | -78,271 | -99.7% | -$2,339.11万 | 减仓 |
| C | Citigroup Inc | $6.52万 | 0.01% | 575 | 201 | 53.7% | $2.28万 | 加仓 |
| PWR | Quanta Services Inc | $6.57万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| RY | Royal Bank Of Canada F | $6.62万 | 0.01% | 409 | -28 | -6.4% | -$4,530 | 减仓 |
| TMUS | T-Mobile US Inc | $6.76万 | 0.01% | 322 | -445 | -58.0% | -$9.35万 | 减仓 |
| F | Ford Motor Co | $7.02万 | 0.01% | 6,085 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Total International BND ETF | $7.07万 | 0.01% | 1,471 | 0 | 0.0% | — | 不变 |
| VTES | Vanguard SHRT Tax Exempt BND ETF | $7.08万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| — | Fidelity High Yield Factor ETF | $7.29万 | 0.01% | 1,493 | -450,379 | -99.7% | -$2,198.26万 | 减仓 |
| CRM | Salesforce Com | $7.29万 | 0.01% | 390 | -103 | -20.9% | -$1.92万 | 减仓 |
| ARKX | Ark Space Exploration Innvat ETF | $7.34万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $7.37万 | 0.01% | 104 | 4 | 4.0% | $2,834 | 加仓 |
| GEV | GE Vernova Inc | $7.42万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| SGOV | iShares 0 To 3 MNTH Treasury BND ETF | $7.55万 | 0.01% | 750 | -606 | -44.7% | -$6.10万 | 减仓 |
| VBIL | Vanguard 0-3 Month Treasury ETF | $7.57万 | 0.01% | 1,000 | 1,000 | — | $7.57万 | 新建仓 |
| QQQM | Invesco Nasdaq 100 ETF | $7.58万 | 0.01% | 319 | 1 | 0.3% | $238 | 加仓 |
| TM | Toyota Motor Corp F Sponsored ADR | $7.65万 | 0.01% | 371 | -83 | -18.3% | -$1.71万 | 减仓 |
| LDUR | PIMCO Enhncd LW DRTN Actv ETF | $7.77万 | 0.01% | 811 | 0 | 0.0% | — | 不变 |
| VZ | Verizon Communicatn | $7.92万 | 0.01% | 1,578 | 24 | 1.5% | $1,205 | 加仓 |
| SILJ | Amplify Junior Silver Miners ETF | $8.04万 | 0.01% | 2,704 | 0 | 0.0% | — | 不变 |
| AZN | Astrazeneca PLC F | $8.22万 | 0.01% | 417 | 417 | — | $8.22万 | 新建仓 |
| HCA | Hca Healthcare Inc | $8.23万 | 0.01% | 174 | 3 | 1.8% | $1,420 | 加仓 |
| — | Honeywell Intl Inc | $8.30万 | 0.01% | 367 | 27 | 7.9% | $6,103 | 加仓 |
| WPM | Wheaton Precious Metal F | $8.34万 | 0.01% | 636 | 0 | 0.0% | — | 不变 |
| NVS | Novartis AG F Sponsored ADR | $8.37万 | 0.01% | 548 | 0 | 0.0% | — | 不变 |
| FCX | Freeport-Mcmoran Inc | $8.40万 | 0.01% | 1,429 | 9 | 0.6% | $529 | 加仓 |
| MO | Altria Group Inc | $8.43万 | 0.01% | 1,257 | 0 | 0.0% | — | 不变 |
| ANET | Arista Networks Inc | $8.50万 | 0.01% | 692 | -1,168 | -62.8% | -$14.34万 | 减仓 |
| LNG | Cheniere Energy Inc | $8.51万 | 0.01% | 300 | 100 | 50.0% | $2.84万 | 加仓 |
| RCL | Royal Caribbean Group F | $8.52万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| IAU | iShares Gold Trust | $8.82万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC F Sponsored ADR | $8.90万 | 0.01% | 1,061 | 390 | 58.1% | $3.27万 | 加仓 |
| VUSB | Vanguard Ultra Short Bond ETF | $8.94万 | 0.01% | 1,795 | -10 | -0.6% | -$498 | 减仓 |
| QCOM | Qualcomm Inc | $8.96万 | 0.01% | 696 | -244 | -26.0% | -$3.14万 | 减仓 |
| BTC | Grayscale Bitcoin Mini Trust ETF | $9.15万 | 0.01% | 3,050 | 258 | 9.2% | $7,737 | 加仓 |
| CL | Colgate-Palmolive Co | $9.16万 | 0.01% | 1,075 | 2 | 0.2% | $170 | 加仓 |
| VSEC | V S E Corp | $9.29万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| B | Barrick MNG Corp F | $9.30万 | 0.01% | 2,281 | 0 | 0.0% | — | 不变 |
| BAM | Brookfiled Asset Manag F Class A | $9.32万 | 0.01% | 2,097 | -4 | -0.2% | -$178 | 减仓 |
| LUV | Southwest Airlines | $9.69万 | 0.01% | 2,568 | -16 | -0.6% | -$604 | 减仓 |
| — | CKX Lands Inc | $9.80万 | 0.01% | 9,475 | 0 | 0.0% | — | 不变 |
| SCHE | Schwab Emerging Markets Equity ETF | $9.83万 | 0.01% | 2,984 | -411 | -12.1% | -$1.35万 | 减仓 |
| SPGI | S&P Global Inc | $10.00万 | 0.01% | 235 | -9 | -3.7% | -$3,828 | 减仓 |
| DIS | Walt Disney Co | $10.00万 | 0.01% | 1,037 | -62 | -5.6% | -$5,976 | 减仓 |
| EFAV | iShares MSCI Minimum Volatility EAFE ETF | $10.63万 | 0.01% | 1,163 | 248 | 27.1% | $2.27万 | 加仓 |
| FBND | Fidelity Total Bond ETF | $10.67万 | 0.01% | 2,330 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Companies Inc | $10.70万 | 0.01% | 453 | 12 | 2.7% | $2,835 | 加仓 |
| GDX | Vaneck Gold Miners ETF | $10.80万 | 0.01% | 1,177 | -72 | -5.8% | -$6,608 | 减仓 |
| — | Electronic Arts Inc | $11.42万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group | $11.76万 | 0.01% | 139 | 3 | 2.2% | $2,538 | 加仓 |
| TMO | Thermo Fisher SCNTFC | $11.96万 | 0.01% | 243 | 2 | 0.8% | $984 | 加仓 |
| OKE | Oneok Inc | $11.96万 | 0.01% | 1,324 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo & Co | $12.20万 | 0.01% | 1,533 | -64 | -4.0% | -$5,095 | 减仓 |
| PGR | Progressive Co Ohio | $12.39万 | 0.01% | 625 | 57 | 10.0% | $1.13万 | 加仓 |
| SNPS | Synopsys Inc | $12.53万 | 0.01% | 316 | -19 | -5.7% | -$7,533 | 减仓 |
| PFE | Pfizer Inc | $12.80万 | 0.01% | 4,559 | 896 | 24.5% | $2.52万 | 加仓 |
| ECL | Ecolab Inc | $13.20万 | 0.01% | 495 | 5 | 1.0% | $1,334 | 加仓 |
| FTEC | Fidelity MSCI Infor Tech Indx ETF | $13.48万 | 0.02% | 648 | 0 | 0.0% | — | 不变 |
| LPLA | LPL Financial Holdings Inc | $13.93万 | 0.02% | 463 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $13.93万 | 0.02% | 765 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corp | $14.12万 | 0.02% | 3,440 | 0 | 0.0% | — | 不变 |
| SO | Southern Co | $14.21万 | 0.02% | 1,472 | 93 | 6.7% | $8,975 | 加仓 |
| MCD | McDonalds Corp | $14.21万 | 0.02% | 457 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide HLD | $14.81万 | 0.02% | 487 | 10 | 2.1% | $3,041 | 加仓 |
| IUSB | iShares Total Usd Bond Market ETF | $14.98万 | 0.02% | 3,243 | 0 | 0.0% | — | 不变 |
| STX | Seagate Technology HLD F | $15.70万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| ORLY | O Reilly Automotive | $15.72万 | 0.02% | 1,703 | 17 | 1.0% | $1,569 | 加仓 |
| IWM | iShares Russell 2000 ETF | $16.17万 | 0.02% | 652 | -48 | -6.9% | -$1.19万 | 减仓 |
| ARKK | Ark Innovation ETF | $16.39万 | 0.02% | 2,425 | 0 | 0.0% | — | 不变 |
| RTX | Raytheon Technologies Co | $16.42万 | 0.02% | 851 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp PLC F | $16.63万 | 0.02% | 465 | 4 | 0.9% | $1,431 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $16.84万 | 0.02% | 282 | -61,840 | -99.5% | -$3,693.76万 | 减仓 |
| PLTR | Palantir Technologies In Class A | $16.91万 | 0.02% | 1,156 | 16 | 1.4% | $2,340 | 加仓 |
| NEE | Nextera Energy Inc | $16.96万 | 0.02% | 1,826 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $17.00万 | 0.02% | 301 | 2 | 0.7% | $1,130 | 加仓 |
| CASY | Caseys Gen Stores | $17.32万 | 0.02% | 238 | 3 | 1.3% | $2,184 | 加仓 |
| T | A T & T Inc | $17.37万 | 0.02% | 5,991 | 528 | 9.7% | $1.53万 | 加仓 |
| SYK | Stryker Corp | $17.79万 | 0.02% | 540 | 4 | 0.7% | $1,318 | 加仓 |
| UBER | Uber Technologies Inc | $18.28万 | 0.02% | 2,541 | -305 | -10.7% | -$2.19万 | 减仓 |
| SMH | Vaneck Semiconductor ETF | $18.29万 | 0.02% | 477 | 364 | 322.1% | $13.96万 | 加仓 |
| VONE | Vanguard Russell 1000 ETF | $18.56万 | 0.02% | 629 | -114 | -15.3% | -$3.36万 | 减仓 |
| EPD | Enterprise Prods Part LP | $18.69万 | 0.02% | 4,939 | 0 | 0.0% | — | 不变 |
| BAI | iShares Ai Invatn And Tec Act ETF | $18.70万 | 0.02% | 5,674 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Pete Corp | $20.43万 | 0.02% | 837 | 1 | 0.1% | $244 | 加仓 |
| CI | CIGNA Corp | $21.87万 | 0.02% | 820 | -18 | -2.1% | -$4,802 | 减仓 |
| PH | Parker-Hannifin Corp | $22.92万 | 0.03% | 256 | 3 | 1.2% | $2,686 | 加仓 |
| PANW | Palo Alto Networks | $23.15万 | 0.03% | 1,444 | 5 | 0.3% | $802 | 加仓 |
| PEP | Pepsico Inc | $23.74万 | 0.03% | 1,529 | 19 | 1.3% | $2,951 | 加仓 |
| HYG | iShares iBoxx High Yield Bond ETF IV | $24.04万 | 0.03% | 3,022 | 39 | 1.3% | $3,103 | 加仓 |
| BA | Boeing Co | $24.84万 | 0.03% | 1,248 | 481 | 62.7% | $9.57万 | 加仓 |
| PYPL | Paypal Holdings Incorpor | $24.89万 | 0.03% | 5,502 | -223 | -3.9% | -$1.01万 | 减仓 |
| V | Visa Inc Class A | $26.05万 | 0.03% | 862 | 22 | 2.6% | $6,649 | 加仓 |
| ADI | Analog Devices Inc | $26.15万 | 0.03% | 822 | -135 | -14.1% | -$4.29万 | 减仓 |
| LITE | Lumentum Holdings Inc | $26.35万 | 0.03% | 375 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology | $26.39万 | 0.03% | 781 | 37 | 5.0% | $1.25万 | 加仓 |
| CB | Chubb LTD F | $27.52万 | 0.03% | 842 | -9 | -1.1% | -$2,942 | 减仓 |