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
RSP INVESCO EXCHANGE TRADED FD T $9,171.88万5.71%477,901 19,2334.2% $369.12万 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
ILCG ISHARES TR $5,660.54万3.52%592,851 6,2171.1% $59.36万 加仓
AVLV AMERICAN CENTY ETF TR $5,499.03万3.42%682,177 1,3300.2% $10.72万 加仓
MDYV SPDR SERIES TRUST $5,323.64万3.32%625,208 14,3682.4% $122.34万 加仓
EFG ISHARES TR $5,169.67万3.22%464,189 6,6031.4% $73.54万 加仓
MDYG SPDR SERIES TRUST $4,871.68万3.03%507,678 10,4472.1% $100.25万 加仓
AAPL APPLE INC $3,905.50万2.43%153,887 4,6833.1% $118.85万 加仓
SLYG SPDR SERIES TRUST $3,313.80万2.06%342,972 12,0173.6% $116.11万 加仓
PTRB PGIM ETF TR $3,283.97万2.04%791,128 160,64525.5% $666.84万 加仓
SCHV SCHWAB STRATEGIC TR $3,259.33万2.03%1,068,633 -31,512-2.9% -$96.11万 减仓
NVDA NVIDIA CORPORATION $2,745.16万1.71%157,406 9,8336.7% $171.49万 加仓
TOTL SSGA ACTIVE ETF TR $2,152.48万1.34%541,776 120,46728.6% $478.62万 加仓
IVW ISHARES TR $1,943.57万1.21%171,831 -6,564-3.7% -$74.25万 减仓
EFV ISHARES TR $1,942.92万1.21%261,321 -8,364-3.1% -$62.19万 减仓
SCHM SCHWAB STRATEGIC TR $1,941.78万1.21%627,188 22,8383.8% $70.71万 加仓
VIG VANGUARD SPECIALIZED FUNDS $1,940.43万1.21%90,227 2460.3% $5.29万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $1,932.67万1.20%410,508 70,93220.9% $333.95万 加仓
AVIV AMERICAN CENTY ETF TR $1,821.73万1.13%243,449 -27,203-10.1% -$203.56万 减仓
MSFT MICROSOFT CORP $1,818.11万1.13%49,116 1,4973.1% $55.41万 加仓
GOOG ALPHABET INC $1,764.23万1.10%61,501 7,39713.7% $212.19万 加仓
AVLC AMERICAN CENTY ETF TR $1,735.73万1.08%223,820 5,1342.3% $39.81万 加仓
AVSC AMERICAN CENTY ETF TR $1,728.49万1.08%277,447 5,3942.0% $33.60万 加仓
AMZN AMAZON COM INC $1,680.16万1.05%80,672 1,6482.1% $34.32万 加仓
— KRANESHARES TRUST $1,678.30万1.05%413,914 -31,683-7.1% -$128.47万 减仓
SLYV SPDR SERIES TRUST $1,674.13万1.04%177,007 2,3661.4% $22.38万 加仓
AVGO BROADCOM INC $1,551.41万0.97%50,125 -2,131-4.1% -$65.96万 减仓
AVDE AMERICAN CENTY ETF TR $1,498.78万0.93%176,660 1,6610.9% $14.09万 加仓
AVUV AMERICAN CENTY ETF TR $1,418.24万0.88%128,382 6,0745.0% $67.10万 加仓
GLD SPDR GOLD TR $1,384.03万0.86%32,165 7,34129.6% $315.88万 加仓
CORT CORCEPT THERAPEUTICS INC $1,299.47万0.81%322,370 12,3524.0% $49.79万 加仓
JPM JPMORGAN CHASE & CO $1,280.38万0.80%43,527 1,7944.3% $52.77万 加仓
HDV ISHARES TR $1,217.67万0.76%89,719 -390-0.4% -$5.29万 减仓
WMT WALMART INC $1,191.54万0.74%95,876 1,2391.3% $15.40万 加仓
— EXXON MOBIL CORP $1,181.45万0.74%69,636 5,3018.2% $89.94万 加仓
META META PLATFORMS INC $1,142.27万0.71%19,965 9865.2% $56.41万 加仓
IDV ISHARES TR $1,089.23万0.68%255,927 -6,260-2.4% -$26.64万 减仓
SPY STATE STR SPDR S&P 500 ETF T $1,068.18万0.67%16,425 1,0446.8% $67.90万 加仓
FNDF SCHWAB STRATEGIC TR $1,042.36万0.65%213,032 -10,662-4.8% -$52.17万 减仓
SCHG SCHWAB STRATEGIC TR $1,035.35万0.64%355,423 -18,260-4.9% -$53.19万 减仓
CVX CHEVRON CORPORATION $987.53万0.61%47,730 1,0972.4% $22.70万 加仓
CAT CATERPILLAR INC $974.44万0.61%13,754 -2,146-13.5% -$152.04万 减仓
JNJ JOHNSON & JOHNSON $969.04万0.60%39,643 -4,176-9.5% -$102.08万 减仓
LLY ELI LILLY & CO $957.94万0.60%10,415 3503.5% $32.19万 加仓
FLTR VANECK ETF TRUST $930.00万0.58%364,993 19,9305.8% $50.78万 加仓
OUNZ VANECK MERK GOLD ETF $912.16万0.57%202,477 55,19337.5% $248.64万 加仓
REGL PROSHARES TR $899.61万0.56%104,109 4,3504.4% $37.59万 加仓
IVE ISHARES TR $897.83万0.56%42,521 7561.8% $15.96万 加仓
LRCX LAM RESEARCH CORP $797.95万0.50%37,347 -11,216-23.1% -$239.64万 减仓
DON WISDOMTREE TR $776.73万0.48%147,837 5,6184.0% $29.52万 加仓
TSLA TESLA INC $743.02万0.46%19,987 6,17344.7% $229.48万 加仓
COST COSTCO WHOLESALE CORPORATION $734.19万0.46%7,368 1031.4% $10.26万 加仓
IVV ISHARES TR $732.29万0.46%11,211 -243-2.1% -$15.87万 减仓
GOOGL ALPHABET INC $695.33万0.43%24,180 -176-0.7% -$5.06万 减仓
VT VANGUARD INTL EQUITY INDEX F $677.92万0.42%49,011 43,456782.3% $601.08万 加仓
USMV ISHARES TR $671.42万0.42%72,399 -2,190-2.9% -$20.31万 减仓
ANGL VANECK ETF TRUST $670.77万0.42%233,554 1,1790.5% $3.39万 加仓
ABBV ABBVIE INC $666.14万0.41%30,629 1,0643.6% $23.14万 加仓
ARCB ARCBEST CORP $618.68万0.39%62,899 00.0% — 不变
VOE VANGUARD INDEX FDS $597.15万0.37%32,405 -840-2.5% -$15.48万 减仓
ITOT ISHARES TR $582.61万0.36%40,905 -85-0.2% -$1.21万 减仓
VOO VANGUARD INDEX FDS $573.43万0.36%9,596 2793.0% $16.67万 加仓
ETN EATON CORP PLC $568.93万0.35%15,907 6384.2% $22.82万 加仓
BKDV BNY MELLON ETF TRUST II $553.89万0.34%186,746 85,12483.8% $252.48万 加仓
PLTR PALANTIR TECHNOLOGIES INC $532.10万0.33%36,375 -8,831-19.5% -$129.18万 减仓
VTI VANGUARD INDEX FDS $524.33万0.33%16,344 -810-4.7% -$25.99万 减仓
DUK DUKE ENERGY CORP NEW $514.31万0.32%39,278 1,3223.5% $17.31万 加仓
NEE NEXTERA ENERGY INC $509.94万0.32%54,903 2,3294.4% $21.63万 加仓
MS MORGAN STANLEY $501.64万0.31%30,482 1,3104.5% $21.56万 加仓
IEMG ISHARES INC $498.14万0.31%71,418 -4,640-6.1% -$32.36万 减仓
MRK MERCK & CO INC $489.91万0.31%40,727 1,2763.2% $15.35万 加仓
CME CME GROUP INC $489.62万0.30%16,578 1,2368.1% $36.50万 加仓
HD HOME DEPOT INC $487.53万0.30%14,823 4022.8% $13.22万 加仓
TAXF AMERICAN CENTY ETF TR $485.16万0.30%96,934 8,80110.0% $44.05万 加仓
TRV TRAVELERS COMPANIES INC $469.03万0.29%16,080 7184.7% $20.94万 加仓
TPYP TORTOISE CAPITAL SERIES TRUS $469.03万0.29%110,724 1,6981.6% $7.19万 加仓
IEFA ISHARES TR $465.31万0.29%51,399 -121-0.2% -$1.10万 减仓
V VISA INC $461.98万0.29%15,285 7505.2% $22.67万 加仓
VEU VANGUARD INTL EQUITY INDEX F $460.34万0.29%61,297 59,7433,844.5% $448.67万 加仓
DVY ISHARES TR $456.92万0.28%30,178 -1,348-4.3% -$20.41万 减仓
ASTS AST SPACEMOBILE INC $447.91万0.28%54,049 1180.2% $9,779 加仓
PG PROCTER & GAMBLE CO $446.29万0.28%30,898 -167-0.5% -$2.41万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $442.54万0.28%79,708 2,3453.0% $13.02万 加仓
IWM ISHARES TR $436.39万0.27%17,596 350.2% $8,680 加仓
JAAA JANUS DETROIT STR TR $434.00万0.27%86,163 5,3516.6% $26.95万 加仓
GRMN GARMIN LTD $433.68万0.27%18,692 3261.8% $7.56万 加仓
AMGN AMGEN INC $425.90万0.27%12,104 8677.7% $30.51万 加仓
UNP UNION PAC CORP $422.33万0.26%17,407 3842.3% $9.32万 加仓
IMTM ISHARES TR $405.53万0.25%84,450 -1,059-1.2% -$5.09万 减仓
BA BOEING CO $402.65万0.25%20,230 5,50137.3% $109.49万 加仓
FDX FEDEX CORP $393.75万0.25%11,055 5915.6% $21.05万 加仓
VBR VANGUARD INDEX FDS $367.32万0.23%16,908 -105-0.6% -$2.28万 减仓
IJR ISHARES TR $365.35万0.23%29,391 -725-2.4% -$9.01万 减仓
VIGI VANGUARD WHITEHALL FDS $361.71万0.23%40,890 -502-1.2% -$4.44万 减仓
CSCO CISCO SYS INC $361.60万0.23%46,604 30,841195.7% $239.29万 加仓
TXN TEXAS INSTRS INC $359.44万0.22%18,515 -54-0.3% -$1.05万 减仓
IWF ISHARES TR $353.25万0.22%8,285 -16-0.2% -$6,822 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $348.92万0.22%38,722 1,8124.9% $16.33万 加仓
SO SOUTHERN CO $348.53万0.22%36,109 1,3013.7% $12.56万 加仓
PLD PROLOGIS INC. $347.43万0.22%26,284 1,2435.0% $16.43万 加仓