13F 机构持仓

FAS Wealth Partners, Inc.

LEAWOOD KS · SEC CIK 0001596957

2026Q22026Q1 更早 9 个季度 🔒
$19.19亿2026Q2 申报市值
520持仓数
34.7%前十大占比 · 第一大 5.8%
31 / 25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 5.8%
JEPI 4.9%
ILCG 3.8%
AVLV 3.5%
EFG 3.4%
MDYV 3.3%
MDYG 3.2%
SLYG 2.4%
AAPL 2.4%
PTRB 2.0%

2026Q2 买入最多 按季末市值估算

RSP 加仓+$1,046.49万
JCPB 加仓+$985.43万
EFG 加仓+$828.04万
JEPI 加仓+$768.58万
TOTL 加仓+$555.15万

2026Q2 卖出最多 按季末市值估算

HDV 减仓-$126.10万
IVV 减仓-$93.16万
HON 减仓-$45.16万
KRANESHARES TRUS 减仓-$42.20万
SCHV 减仓-$38.22万

2026Q2 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
LQD ISHARES TR $4,9390.00%45 -11-19.6% -$1,207 减仓
SPSB SPDR SERIES TRUST $4,4120.00%147 00.0% — 不变
DIHP DIMENSIONAL ETF TRUST $4,4060.00%129 10.8% $34 加仓
STIP ISHARES TR $4,0870.00%40 00.0% — 不变
IXN ISHARES TR $3,4680.00%24 00.0% — 不变
XSMO INVESCO EXCHANGE TRADED FD T $3,4650.00%37 00.0% — 不变
SCHC SCHWAB STRATEGIC TR $3,4150.00%71 00.0% — 不变
VGLT VANGUARD SCOTTSDALE FDS $3,3110.00%60 00.0% — 不变
TIP ISHARES TR $2,9780.00%27 -18-40.0% -$1,985 减仓
IWY ISHARES TR $2,9470.00%10 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $2,8090.00%36 00.0% — 不变
XLP SELECT SECTOR SPDR TR $1,6730.00%20 13185.7% $1,087 加仓
IYG ISHARES TR $1,6290.00%18 00.0% — 不变
SPIB SPDR SERIES TRUST $1,5530.00%46 00.0% — 不变
— ISHARES TR $1,4730.00%16 00.0% — 不变
COPX GLOBAL X FDS $1,2990.00%17 -30-63.8% -$2,292 减仓
ICLN ISHARES TR $1,1510.00%56 00.0% — 不变
XME SPDR SERIES TRUST $1,0700.00%10 00.0% — 不变
AGZ ISHARES TR $5470.00%5 00.0% — 不变
HYMB SPDR SERIES TRUST $520.00%2 00.0% — 不变
— EXXON MOBIL CORP 看涨期权 $00.00%0 -2,500-100.0% -$42.41万 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -1,066-100.0% -$36.59万 清仓
AMT AMERICAN TOWER CORP $00.00%0 -1,781-100.0% -$30.73万 清仓
RY ROYAL BK CDA $00.00%0 -1,747-100.0% -$28.26万 清仓
TEL TE CONNECTIVITY PLC $00.00%0 -1,319-100.0% -$27.56万 清仓
GILD GILEAD SCIENCES INC $00.00%0 -1,840-100.0% -$25.64万 清仓
SYK STRYKER CORPORATION $00.00%0 -741-100.0% -$24.36万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -7,563-100.0% -$24.21万 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 -1,375-100.0% -$23.17万 清仓
CI THE CIGNA GROUP $00.00%0 -866-100.0% -$23.10万 清仓
SPGI S&P GLOBAL INC $00.00%0 -532-100.0% -$22.63万 清仓
— TRUST FOR PROFESSIONAL MANAG $00.00%0 -10,771-100.0% -$21.07万 清仓
TMUS T-MOBILE US INC $00.00%0 -994-100.0% -$20.87万 清仓
IAU ISHARES GOLD TR $00.00%0 -2,345-100.0% -$20.67万 清仓
GSK GSK PLC $00.00%0 -3,683-100.0% -$20.33万 清仓
MDT MEDTRONIC PLC $00.00%0 -2,328-100.0% -$20.17万 清仓
AMZN AMAZON COM INC 看涨期权 $00.00%0 -400-100.0% -$8.33万 清仓
JAVA J P MORGAN EXCHANGE TRADED F $00.00%0 -299-100.0% -$2.14万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -236-100.0% -$1.50万 清仓
RSPH INVESCO EXCHANGE TRADED FD T $00.00%0 -190-100.0% -$5,735 清仓
DFIV DIMENSIONAL ETF TRUST $00.00%0 -65-100.0% -$3,436 清仓
IQLT ISHARES TR $00.00%0 -38-100.0% -$1,757 清仓
XMHQ INVESCO EXCHANGE TRADED FD T $00.00%0 -10-100.0% -$1,034 清仓
SCHR SCHWAB STRATEGIC TR $00.00%0 -21-100.0% -$513 清仓
IWX ISHARES TR $00.00%0 -2-100.0% -$186 清仓