FAS Wealth Partners, Inc.
LEAWOOD KS · SEC CIK 0001596957
$16.06亿2026Q1 申报市值
511持仓数
34.2%前十大占比 · 第一大 5.7%
36 / 37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
PTRB 加仓+$666.84万
VT 加仓+$601.08万
TOTL 加仓+$478.62万
VEU 加仓+$448.67万
RSP 加仓+$369.12万
2026Q1 卖出最多 按季末市值估算
HONEYWELL INTL I 减仓-$258.16万
LRCX 减仓-$239.64万
AVIV 减仓-$203.56万
CAT 减仓-$152.04万
PLTR 减仓-$129.18万
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $743.02万 | 0.46% | 19,987 | 6,173 | 44.7% | $229.48万 | 加仓 |
| DON | WISDOMTREE TR | $776.73万 | 0.48% | 147,837 | 5,618 | 4.0% | $29.52万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $797.95万 | 0.50% | 37,347 | -11,216 | -23.1% | -$239.64万 | 减仓 |
| IVE | ISHARES TR | $897.83万 | 0.56% | 42,521 | 756 | 1.8% | $15.96万 | 加仓 |
| REGL | PROSHARES TR | $899.61万 | 0.56% | 104,109 | 4,350 | 4.4% | $37.59万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $912.16万 | 0.57% | 202,477 | 55,193 | 37.5% | $248.64万 | 加仓 |
| FLTR | VANECK ETF TRUST | $930.00万 | 0.58% | 364,993 | 19,930 | 5.8% | $50.78万 | 加仓 |
| LLY | ELI LILLY & CO | $957.94万 | 0.60% | 10,415 | 350 | 3.5% | $32.19万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $969.04万 | 0.60% | 39,643 | -4,176 | -9.5% | -$102.08万 | 减仓 |
| CAT | CATERPILLAR INC | $974.44万 | 0.61% | 13,754 | -2,146 | -13.5% | -$152.04万 | 减仓 |
| CVX | CHEVRON CORPORATION | $987.53万 | 0.61% | 47,730 | 1,097 | 2.4% | $22.70万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,035.35万 | 0.64% | 355,423 | -18,260 | -4.9% | -$53.19万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,042.36万 | 0.65% | 213,032 | -10,662 | -4.8% | -$52.17万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,068.18万 | 0.67% | 16,425 | 1,044 | 6.8% | $67.90万 | 加仓 |
| IDV | ISHARES TR | $1,089.23万 | 0.68% | 255,927 | -6,260 | -2.4% | -$26.64万 | 减仓 |
| META | META PLATFORMS INC | $1,142.27万 | 0.71% | 19,965 | 986 | 5.2% | $56.41万 | 加仓 |
| — | EXXON MOBIL CORP | $1,181.45万 | 0.74% | 69,636 | 5,301 | 8.2% | $89.94万 | 加仓 |
| WMT | WALMART INC | $1,191.54万 | 0.74% | 95,876 | 1,239 | 1.3% | $15.40万 | 加仓 |
| HDV | ISHARES TR | $1,217.67万 | 0.76% | 89,719 | -390 | -0.4% | -$5.29万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,280.38万 | 0.80% | 43,527 | 1,794 | 4.3% | $52.77万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $1,299.47万 | 0.81% | 322,370 | 12,352 | 4.0% | $49.79万 | 加仓 |
| GLD | SPDR GOLD TR | $1,384.03万 | 0.86% | 32,165 | 7,341 | 29.6% | $315.88万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,418.24万 | 0.88% | 128,382 | 6,074 | 5.0% | $67.10万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,498.78万 | 0.93% | 176,660 | 1,661 | 0.9% | $14.09万 | 加仓 |
| AVGO | BROADCOM INC | $1,551.41万 | 0.97% | 50,125 | -2,131 | -4.1% | -$65.96万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,674.13万 | 1.04% | 177,007 | 2,366 | 1.4% | $22.38万 | 加仓 |
| — | KRANESHARES TRUST | $1,678.30万 | 1.05% | 413,914 | -31,683 | -7.1% | -$128.47万 | 减仓 |
| AMZN | AMAZON COM INC | $1,680.16万 | 1.05% | 80,672 | 1,648 | 2.1% | $34.32万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,728.49万 | 1.08% | 277,447 | 5,394 | 2.0% | $33.60万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $1,735.73万 | 1.08% | 223,820 | 5,134 | 2.3% | $39.81万 | 加仓 |
| GOOG | ALPHABET INC | $1,764.23万 | 1.10% | 61,501 | 7,397 | 13.7% | $212.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,818.11万 | 1.13% | 49,116 | 1,497 | 3.1% | $55.41万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $1,821.73万 | 1.13% | 243,449 | -27,203 | -10.1% | -$203.56万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,932.67万 | 1.20% | 410,508 | 70,932 | 20.9% | $333.95万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,940.43万 | 1.21% | 90,227 | 246 | 0.3% | $5.29万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,941.78万 | 1.21% | 627,188 | 22,838 | 3.8% | $70.71万 | 加仓 |
| EFV | ISHARES TR | $1,942.92万 | 1.21% | 261,321 | -8,364 | -3.1% | -$62.19万 | 减仓 |
| IVW | ISHARES TR | $1,943.57万 | 1.21% | 171,831 | -6,564 | -3.7% | -$74.25万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $2,152.48万 | 1.34% | 541,776 | 120,467 | 28.6% | $478.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,745.16万 | 1.71% | 157,406 | 9,833 | 6.7% | $171.49万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,259.33万 | 2.03% | 1,068,633 | -31,512 | -2.9% | -$96.11万 | 减仓 |
| PTRB | PGIM ETF TR | $3,283.97万 | 2.04% | 791,128 | 160,645 | 25.5% | $666.84万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $3,313.80万 | 2.06% | 342,972 | 12,017 | 3.6% | $116.11万 | 加仓 |
| AAPL | APPLE INC | $3,905.50万 | 2.43% | 153,887 | 4,683 | 3.1% | $118.85万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $4,871.68万 | 3.03% | 507,678 | 10,447 | 2.1% | $100.25万 | 加仓 |
| EFG | ISHARES TR | $5,169.67万 | 3.22% | 464,189 | 6,603 | 1.4% | $73.54万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $5,323.64万 | 3.32% | 625,208 | 14,368 | 2.4% | $122.34万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $5,499.03万 | 3.42% | 682,177 | 1,330 | 0.2% | $10.72万 | 加仓 |
| ILCG | ISHARES TR | $5,660.54万 | 3.52% | 592,851 | 6,217 | 1.1% | $59.36万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $8,674.17万 | 5.40% | 1,530,376 | -22,469 | -1.4% | -$127.35万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $9,171.88万 | 5.71% | 477,901 | 19,233 | 4.2% | $369.12万 | 加仓 |