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 |
|---|---|---|---|---|---|---|---|---|
| GSLC | Goldman Sachs Actvbeta US LRG ETF | $1.06亿 | 11.89% | 847,450 | 16,887 | 2.0% | $211.31万 | 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 |
| JHMM | John Hancock Multifctr Mid CP ETF | $5,992.66万 | 6.72% | 892,828 | 7,368 | 0.8% | $49.45万 | 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 |
| SCHX | Schwab US Large Cap ETF | $5,729.74万 | 6.43% | 2,234,687 | 34,647 | 1.6% | $88.83万 | 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 |
| IWB | iShares Russell 1000 ETF IV | $4,151.20万 | 4.66% | 116,424 | 409 | 0.4% | $14.58万 | 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 |
| SMLF | iShares MSCI USA Multifct ETF | $3,949.56万 | 4.43% | 523,190 | 6,050 | 1.2% | $45.67万 | 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 |
| VB | Vanguard Small Cap ETF | $3,360.79万 | 3.77% | 128,314 | 128,206 | 118,709.3% | $3,357.96万 | 加仓 |
| VTV | Vanguard Value ETF | $2,788.63万 | 3.13% | 142,132 | 1,561 | 1.1% | $30.63万 | 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 |
| SCHF | Schwab International Equity ETF | $2,389.80万 | 2.68% | 965,577 | 352,083 | 57.4% | $871.41万 | 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 |
| VO | Vanguard Mid Cap ETF | $1,007.52万 | 1.13% | 35,083 | 1,412 | 4.2% | $40.55万 | 加仓 |
| VEU | Vanguard FTSE All World Ex US ETF IV | $968.88万 | 1.09% | 129,012 | -767 | -0.6% | -$5.76万 | 减仓 |
| SPYV | SPDR S&P 500 Value ETF | $927.35万 | 1.04% | 163,900 | 163,900 | — | $927.35万 | 新建仓 |
| FEZ | SPDR Euro Stoxx 50 ETF | $903.93万 | 1.01% | 145,607 | 145,607 | — | $903.93万 | 新建仓 |
| JPIE | JPMorgan Income ETF | $777.03万 | 0.87% | 168,663 | -2,800 | -1.6% | -$12.90万 | 减仓 |
| JPIB | JPMorgan Internatinal BND Opport ETF | $692.65万 | 0.78% | 144,846 | 11,716 | 8.8% | $56.03万 | 加仓 |
| AAPL | Apple Inc | $653.46万 | 0.73% | 25,748 | 188 | 0.7% | $4.77万 | 加仓 |
| NVDA | Nvidia Corp | $628.05万 | 0.70% | 36,010 | 3,940 | 12.3% | $68.72万 | 加仓 |
| BITB | Bitwise Bitcoin ETF | $518.73万 | 0.58% | 140,921 | 39,437 | 38.9% | $145.17万 | 加仓 |
| HELO | Jpmorgn Hedgd Eqty Lad Ovrly ETF | $433.99万 | 0.49% | 67,907 | 4,600 | 7.3% | $29.40万 | 加仓 |
| — | Exxon Mobil Corp | $357.03万 | 0.40% | 21,044 | -3,789 | -15.3% | -$64.28万 | 减仓 |
| JPM | JPMorgan Chase & Co | $338.37万 | 0.38% | 11,503 | 231 | 2.0% | $6.80万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $327.89万 | 0.37% | 5,028 | -13,766 | -73.2% | -$897.73万 | 减仓 |
| AMZN | Amazon.Com Inc | $243.43万 | 0.27% | 11,688 | -116 | -1.0% | -$2.42万 | 减仓 |
| MSFT | Microsoft Corp | $237.66万 | 0.27% | 6,420 | 114 | 1.8% | $4.22万 | 加仓 |
| PXH | Invesco Rafi Emerging Markets ETF | $235.55万 | 0.26% | 87,534 | -3,429 | -3.8% | -$9.23万 | 减仓 |
| IYZ | iShares US Telecom ETF | $225.79万 | 0.25% | 57,424 | 57,424 | — | $225.79万 | 新建仓 |
| HOMB | Home Bancshares | $225.65万 | 0.25% | 83,791 | 0 | 0.0% | — | 不变 |
| VOE | Vanguard Mid Cap Value ETF | $221.03万 | 0.25% | 11,994 | 11,994 | — | $221.03万 | 新建仓 |
| GDXJ | Vaneck Vectors Junior Gold Miners ETF | $220.32万 | 0.25% | 18,354 | -5,192 | -22.1% | -$62.32万 | 减仓 |
| SCHB | Schwab US Broad Market ETF | $213.54万 | 0.24% | 85,074 | -1,005 | -1.2% | -$2.52万 | 减仓 |
| MXI | iShares Global Materials ETF | $212.80万 | 0.24% | 20,034 | 20,034 | — | $212.80万 | 新建仓 |
| IXUS | iShares Core MSCI Totl Intl STCK ETF | $211.28万 | 0.24% | 24,386 | 24,386 | — | $211.28万 | 新建仓 |
| AVGO | Broadcom Inc | $191.01万 | 0.21% | 6,171 | 228 | 3.8% | $7.06万 | 加仓 |
| GLD | SPDR Gold Shares ETF | $188.77万 | 0.21% | 4,387 | 5 | 0.1% | $2,151 | 加仓 |
| XTL | SPDR S&P Telecom ETF | $187.29万 | 0.21% | 9,959 | -287 | -2.8% | -$5.40万 | 减仓 |
| TSLA | Tesla Inc | $180.97万 | 0.20% | 4,868 | 43 | 0.9% | $1.60万 | 加仓 |
| SHV | iShares Short Treasury Bond ETF | $179.06万 | 0.20% | 16,221 | 0 | 0.0% | — | 不变 |
| ITA | iShares US Aerospace | $176.57万 | 0.20% | 8,072 | -260 | -3.1% | -$5.69万 | 减仓 |
| ET | Energy Transfer LP | $175.80万 | 0.20% | 91,087 | 89,877 | 7,427.9% | $173.46万 | 加仓 |
| BIL | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $168.49万 | 0.19% | 18,386 | -1 | -0.0% | -$92 | 减仓 |
| PBW | Invesco Wilderhill Clean Energy ETF | $161.05万 | 0.18% | 50,997 | -499 | -1.0% | -$1.58万 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $157.87万 | 0.18% | 5,490 | 139 | 2.6% | $4.00万 | 加仓 |
| CVX | Chevron Corp | $146.35万 | 0.16% | 7,073 | 137 | 2.0% | $2.83万 | 加仓 |
| PSI | Invesco Dynamic Semiconductors ETF | $145.11万 | 0.16% | 15,375 | 15,375 | — | $145.11万 | 新建仓 |
| NXPI | NXP Semiconductors F | $141.95万 | 0.16% | 7,174 | 313 | 4.6% | $6.19万 | 加仓 |
| MS | Morgan Stanley | $134.83万 | 0.15% | 8,193 | 94 | 1.2% | $1.55万 | 加仓 |
| ABBV | Abbvie Inc | $130.96万 | 0.15% | 6,021 | 470 | 8.5% | $10.22万 | 加仓 |
| JCI | Johnson Controls Inter F | $124.99万 | 0.14% | 9,516 | 18 | 0.2% | $2,364 | 加仓 |
| FBTC | Fidelity Wise Origin Bitcoin Fund | $122.77万 | 0.14% | 20,798 | 100 | 0.5% | $5,903 | 加仓 |
| VWO | Vanguard FTSE Emerging Mark ETF IV | $120.93万 | 0.14% | 22,373 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc Class A | $118.89万 | 0.13% | 2,078 | -2 | -0.1% | -$1,144 | 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 |
| GBTC | Grayscale Bitcoin TR BTC | $115.63万 | 0.13% | 21,917 | -500 | -2.2% | -$2.64万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $115.26万 | 0.13% | 4,018 | 131 | 3.4% | $3.76万 | 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 |
| CSCO | Cisco Systems Inc | $105.26万 | 0.12% | 13,566 | 1,800 | 15.3% | $13.97万 | 加仓 |
| TJX | TJX Companies Inc | $103.31万 | 0.12% | 6,469 | 85 | 1.3% | $1.36万 | 加仓 |
| GILD | Gilead Sciences Inc | $102.59万 | 0.12% | 7,361 | 257 | 3.6% | $3.58万 | 加仓 |
| EFV | iShares MSCI EAFE Value | $99.97万 | 0.11% | 13,446 | 51 | 0.4% | $3,792 | 加仓 |
| CMI | Cummins Inc | $94.58万 | 0.11% | 1,758 | 26 | 1.5% | $1.40万 | 加仓 |
| MINT | PIMCO Enhncd SHRT Matrty Actv ETF IV | $93.99万 | 0.11% | 9,346 | 0 | 0.0% | — | 不变 |
| KO | The Coca-Cola Co | $89.67万 | 0.10% | 11,712 | 545 | 4.9% | $4.17万 | 加仓 |
| BRK/B | Berkshire Hathaway Class B | $89.13万 | 0.10% | 1,860 | -306 | -14.1% | -$14.66万 | 减仓 |
| TXN | Texas Instruments | $87.71万 | 0.10% | 4,518 | -80 | -1.7% | -$1.55万 | 减仓 |
| JNJ | Johnson & Johnson | $86.58万 | 0.10% | 3,542 | 840 | 31.1% | $20.53万 | 加仓 |
| WMT | WalMart Inc | $84.38万 | 0.09% | 6,776 | -36 | -0.5% | -$4,483 | 减仓 |
| LLY | Lilly Eli & Co | $83.62万 | 0.09% | 909 | -37 | -3.9% | -$3.40万 | 减仓 |
| DUK | Duke Energy Corp | $80.94万 | 0.09% | 6,182 | 66 | 1.1% | $8,642 | 加仓 |
| COP | Conocophillips | $79.96万 | 0.09% | 6,057 | 268 | 4.6% | $3.54万 | 加仓 |
| — | ProShares Ultra Bitcoin ETF | $75.22万 | 0.08% | 64,619 | 0 | 0.0% | — | 不变 |
| ISRG | Intuitive Surgical | $73.39万 | 0.08% | 1,592 | -17 | -1.1% | -$7,837 | 减仓 |
| HD | Home Depot Inc | $72.72万 | 0.08% | 2,211 | -30 | -1.3% | -$9,867 | 减仓 |
| LMT | Lockheed Martin Corp | $72.18万 | 0.08% | 1,194 | 19 | 1.6% | $1.15万 | 加仓 |
| BRK/A | Berkshire Hathaway Inc D Class A | $71.81万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| PM | Philip Morris Intl | $68.96万 | 0.08% | 4,134 | 61 | 1.5% | $1.02万 | 加仓 |
| SRE | Sempra | $68.48万 | 0.08% | 7,000 | 98 | 1.4% | $9,587 | 加仓 |
| SHW | Sherwin Williams Co | $67.54万 | 0.08% | 2,107 | -2 | -0.1% | -$641 | 减仓 |
| IBIT | iShares Bitcoin ETF IV | $67.30万 | 0.08% | 17,518 | 2,490 | 16.6% | $9.57万 | 加仓 |
| VLO | Valero Energy Corp | $64.36万 | 0.07% | 2,605 | 24 | 0.9% | $5,930 | 加仓 |
| COST | Costco Wholesale Co | $63.95万 | 0.07% | 642 | -70 | -9.8% | -$6.97万 | 减仓 |
| ABT | Abbott Laboratories | $62.74万 | 0.07% | 6,111 | 426 | 7.5% | $4.37万 | 加仓 |
| AMD | Advanced Micro Devic | $62.29万 | 0.07% | 3,062 | -2,019 | -39.7% | -$41.07万 | 减仓 |
| PG | Procter & Gamble | $59.26万 | 0.07% | 4,103 | 219 | 5.6% | $3.16万 | 加仓 |
| UNH | Unitedhealth GRP Inc | $59.26万 | 0.07% | 2,190 | 1,288 | 142.8% | $34.85万 | 加仓 |
| BAC | Bank Of America Corp | $58.83万 | 0.07% | 12,067 | 5 | 0.0% | $244 | 加仓 |
| PNC | PNC Finl Services | $58.73万 | 0.07% | 2,822 | 41 | 1.5% | $8,532 | 加仓 |
| UNP | Union Pacific Corp | $56.46万 | 0.06% | 2,327 | 43 | 1.9% | $1.04万 | 加仓 |
| LRCX | Lam Research Corp | $56.28万 | 0.06% | 2,631 | 65 | 2.5% | $1.39万 | 加仓 |
| IBM | IBM Corp | $55.92万 | 0.06% | 2,307 | -28 | -1.2% | -$6,787 | 减仓 |
| SBUX | Starbucks Corp | $55.48万 | 0.06% | 6,192 | 81 | 1.3% | $7,257 | 加仓 |
| IRM | Iron MTN Inc New REIT | $54.97万 | 0.06% | 5,337 | 72 | 1.4% | $7,416 | 加仓 |
| AMGN | Amgen Inc. | $54.89万 | 0.06% | 1,560 | 25 | 1.6% | $8,796 | 加仓 |
| GL | Globe Life Inc | $54.78万 | 0.06% | 3,936 | 0 | 0.0% | — | 不变 |
| BLK | BlackRock Inc New | $53.28万 | 0.06% | 554 | 9 | 1.7% | $8,655 | 加仓 |