13F 机构持仓

FAS Wealth Partners, Inc.

LEAWOOD KS · SEC CIK 0001596957

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$19.19亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

RSP 5.7%
JEPI 5.4%
ILCG 3.5%
AVLV 3.4%
MDYV 3.3%
EFG 3.2%
MDYG 3.0%
AAPL 2.4%
SLYG 2.1%
PTRB 2.0%

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
COF CAPITAL ONE FINL CORP $00.00%0 —— — 申报中断
BPRE BLUEROCK PVT REAL ESTATE FD $00.00%0 -29,177-100.0% -$43.77万 清仓
MMM 3M CO $00.00%0 -2,075-100.0% -$33.22万 清仓
GIS GENERAL MLS INC $00.00%0 -6,200-100.0% -$28.83万 清仓
INTU INTUIT $00.00%0 -432-100.0% -$28.63万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,466-100.0% -$26.97万 清仓
— EXACT SCIENCES CORP $00.00%0 -2,641-100.0% -$26.82万 清仓
CNC CENTENE CORP DEL $00.00%0 —— — 申报中断
TEAM ATLASSIAN CORPORATION $00.00%0 -1,603-100.0% -$25.99万 清仓
AMP AMERIPRISE FINL INC $00.00%0 -526-100.0% -$25.80万 清仓
BITB BITWISE BITCOIN ETF TR $00.00%0 -5,409-100.0% -$25.73万 清仓
ADBE ADOBE INC $00.00%0 -713-100.0% -$24.95万 清仓
P PURE STORAGE INC $00.00%0 -3,667-100.0% -$24.57万 清仓
FBTC FIDELITY WISE ORIGIN BITCOIN $00.00%0 -2,996-100.0% -$22.84万 清仓
AEE AMEREN CORP $00.00%0 —— — 申报中断
DHI D R HORTON INC $00.00%0 -1,543-100.0% -$22.23万 清仓
CELH CELSIUS HLDGS INC $00.00%0 -4,613-100.0% -$21.10万 清仓
VRSN VERISIGN INC $00.00%0 -857-100.0% -$20.82万 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 -638-100.0% -$20.68万 清仓
RBLX ROBLOX CORP $00.00%0 -2,482-100.0% -$20.11万 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -2,295-100.0% -$20.05万 清仓
GVI ISHARES TR $00.00%0 -626-100.0% -$6.72万 清仓
TSLA TESLA INC 看涨期权 $00.00%0 -100-100.0% -$4.50万 清仓
— KRANESHARES TRUST $00.00%0 -1,019-100.0% -$3.15万 清仓
SHV ISHARES TR $00.00%0 -213-100.0% -$2.35万 清仓
SMOT VANECK ETF TRUST $00.00%0 -642-100.0% -$2.32万 清仓
GDXJ VANECK ETF TRUST $00.00%0 -200-100.0% -$2.28万 清仓
KWEB KRANESHARES TRUST $00.00%0 -537-100.0% -$1.83万 清仓
XLF SELECT SECTOR SPDR TR $00.00%0 -93-100.0% -$5,112 清仓
VWOB VANGUARD WHITEHALL FDS $00.00%0 -69-100.0% -$4,658 清仓
JGRO J P MORGAN EXCHANGE TRADED F $00.00%0 -43-100.0% -$3,991 清仓
IBTI ISHARES TR $00.00%0 -95-100.0% -$2,125 清仓
IBTK ISHARES TR $00.00%0 -107-100.0% -$2,124 清仓
— GLOBAL X FDS $00.00%0 -60-100.0% -$1,775 清仓
VCIT VANGUARD SCOTTSDALE FDS $00.00%0 -13-100.0% -$1,089 清仓
TECB ISHARES TR $00.00%0 -17-100.0% -$1,035 清仓
IGIB ISHARES TR $00.00%0 -16-100.0% -$863 清仓
OEF ISHARES TR $00.00%0 -1-100.0% -$343 清仓
EMB ISHARES TR $00.00%0 -3-100.0% -$289 清仓
IEI ISHARES TR $00.00%0 -2-100.0% -$246 清仓
HYMB SPDR SERIES TRUST $500.00%2 2— $50 新建仓
SCHH SCHWAB STRATEGIC TR $1210.00%6 -18-75.0% -$363 减仓
IWX ISHARES TR $1860.00%2 2— $186 新建仓
SCHR SCHWAB STRATEGIC TR $5130.00%21 15.0% $24 加仓
AGZ ISHARES TR $5490.00%5 00.0% — 不变
XLP SELECT SECTOR SPDR TR $5780.00%7 7— $578 新建仓
ICLN ISHARES TR $1,0250.00%56 56— $1,025 新建仓
XMHQ INVESCO EXCHANGE TRADED FD T $1,0340.00%10 -20-66.7% -$2,068 重新持有
XME SPDR SERIES TRUST $1,0810.00%10 10— $1,081 新建仓
— ISHARES TR $1,3720.00%16 00.0% — 不变
IYG ISHARES TR $1,4920.00%18 00.0% — 不变
SPIB SPDR SERIES TRUST $1,5550.00%46 -1,204-96.3% -$4.07万 减仓
IQLT ISHARES TR $1,7570.00%38 38— $1,757 新建仓
IXN ISHARES TR $2,4000.00%24 00.0% — 不变
IWY ISHARES TR $2,5210.00%10 00.0% — 不变
XSMO INVESCO EXCHANGE TRADED FD T $2,8130.00%37 -8-17.8% -$608 减仓
VCSH VANGUARD SCOTTSDALE FDS $2,8170.00%36 -7-16.3% -$548 减仓
SCHC SCHWAB STRATEGIC TR $3,3090.00%71 00.0% — 不变
VGLT VANGUARD SCOTTSDALE FDS $3,3220.00%60 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $3,4360.00%65 -535-89.2% -$2.83万 重新持有
COPX GLOBAL X FDS $3,5790.00%47 12.2% $76 加仓
DIHP DIMENSIONAL ETF TRUST $4,1250.00%128 10.8% $32 加仓
STIP ISHARES TR $4,1380.00%40 -35-46.7% -$3,621 减仓
SPSB SPDR SERIES TRUST $4,4210.00%147 -36-19.7% -$1,083 减仓
SPMD SPDR SERIES TRUST $4,8570.00%82 00.0% — 不变
XMMO INVESCO EXCHANGE TRADED FD T $4,9310.00%34 -11-24.4% -$1,595 减仓
TIP ISHARES TR $4,9770.00%45 38542.9% $4,203 加仓
DFAE DIMENSIONAL ETF TRUST $5,0180.00%148 -1-0.7% -$34 减仓
REMX VANECK ETF TRUST $5,3700.00%61 606,000.0% $5,282 加仓
HYDB ISHARES TR $5,4900.00%118 -32-21.3% -$1,489 减仓
JMBS JANUS DETROIT STR TR $5,5120.00%122 -30-19.7% -$1,355 减仓
PSI INVESCO EXCHANGE TRADED FD T $5,6640.00%60 00.0% — 不变
RSPH INVESCO EXCHANGE TRADED FD T $5,7350.00%190 190— $5,735 新建仓
DFIC DIMENSIONAL ETF TRUST $5,8440.00%164 00.0% — 不变
LQD ISHARES TR $6,0660.00%56 11.8% $108 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $6,5620.00%105 00.0% — 不变
IYH ISHARES TR $6,6560.00%108 00.0% — 不变
KXI ISHARES TR $6,7010.00%100 00.0% — 不变
VIOO VANGUARD ADMIRAL FDS INC $6,8650.00%60 00.0% — 不变
EDIV SPDR INDEX SHS FDS $6,9920.00%177 -102-36.6% -$4,029 减仓
ABND AMERICAN CENTY ETF TR $7,1300.00%163 -37-18.5% -$1,618 减仓
SPBO SPDR SERIES TRUST $7,4610.00%257 20.8% $58 加仓
VPL VANGUARD INTL EQUITY INDEX F $7,8190.00%80 00.0% — 不变
FGD FIRST TR EXCHANGE-TRADED FD $8,6260.00%270 00.0% — 不变
ESGU ISHARES TR $8,7690.00%62 00.0% — 不变
EWJ ISHARES INC $8,8650.00%105 2429.6% $2,026 加仓
SPEM SPDR INDEX SHS FDS $9,0540.00%193 00.0% — 不变
REM ISHARES TR $9,0670.00%422 00.0% — 不变
— SPDR INDEX SHS FDS $9,2780.00%120 00.0% — 不变
— DIMENSIONAL ETF TRUST $9,3460.00%130 10.8% $72 加仓
— DIMENSIONAL ETF TRUST $9,4110.00%242 00.0% — 不变
SCZ ISHARES TR $9,7670.00%125 00.0% — 不变
XSW SPDR SERIES TRUST $1.02万0.00%72 00.0% — 不变
FALN ISHARES TR $1.06万0.00%395 -358-47.5% -$9,566 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $1.06万0.00%141 00.0% — 不变
— DIMENSIONAL ETF TRUST $1.07万0.00%291 00.0% — 不变
KBE SPDR SERIES TRUST $1.10万0.00%185 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $1.14万0.00%192 10.5% $60 加仓
HAP VANECK ETF TRUST $1.16万0.00%160 00.0% — 不变
USIG ISHARES TR $1.28万0.00%250 5125.6% $2,613 加仓