13F 机构持仓

Financial Partners Group, Inc

Overland Park KS · SEC CIK 0001731169

2026Q22026Q1 更早 9 个季度 🔒
$8.36亿2026Q1 申报市值
227持仓数
43.8%前十大占比 · 第一大 9.6%
15 / 11新建仓 / 清仓
申报市值走势$9.85亿2026Q2
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

IVV 9.6%
AVUV 5.2%
SPY 4.7%
RDVY 4.4%
OEF 4.3%
QQQM 3.8%
IGIB 3.1%
ITOT 3.1%
AAPL 3.0%
FTEC 2.6%

2026Q1 买入最多 按季末市值估算

XSMO 新建仓+$1,134.51万
FEOE 加仓+$169.79万
IVV 加仓+$139.72万
FENY 加仓+$134.13万
IMTM 加仓+$127.00万

2026Q1 卖出最多 按季末市值估算

IWP 减仓-$1,195.40万
NOBL 减仓-$217.53万
VIGI 清仓-$119.58万
COST 减仓-$77.44万
BRK/B 减仓-$71.87万

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
VO VANGUARD INDEX FDS $50.26万0.06%1,750 -7-0.4% -$2,011 减仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $50.37万0.06%15,956 15,956— $50.37万 新建仓
FPEI FIRST TR EXCH TRADED FD III $50.84万0.06%26,759 00.0% — 不变
FDG AMERICAN CENTY ETF TR $50.89万0.06%4,462 -18-0.4% -$2,053 减仓
SOFI SOFI TECHNOLOGIES INC $50.95万0.06%32,084 -11,465-26.3% -$18.21万 减仓
VTI VANGUARD INDEX FDS $51.18万0.06%1,595 -160-9.1% -$5.13万 减仓
IWM ISHARES TR $51.95万0.06%2,095 -396-15.9% -$9.82万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $52.45万0.06%13,303 3172.4% $1.25万 加仓
MRK MERCK & CO INC $52.50万0.06%4,365 00.0% — 不变
MCD MCDONALDS CORP $53.43万0.06%1,719 804.9% $2.49万 加仓
PCMM BONDBLOXX ETF TRUST $53.46万0.06%10,872 -3,300-23.3% -$16.23万 减仓
AMD ADVANCED MICRO DEVICES INC $54.04万0.06%2,656 53925.5% $10.97万 加仓
IYG ISHARES TR $56.80万0.07%6,856 -86-1.2% -$7,125 减仓
PLTR PALANTIR TECHNOLOGIES INC $57.50万0.07%3,931 1293.4% $1.89万 加仓
MU MICRON TECHNOLOGY INC $57.55万0.07%1,704 1288.1% $4.32万 加仓
GRID FIRST TR EXCHANGE-TRADED FD $59.42万0.07%3,632 531.5% $8,671 加仓
DGRO ISHARES TR $59.85万0.07%8,528 -206-2.4% -$1.45万 减仓
BINC BLACKROCK ETF TRUST II $59.91万0.07%11,536 5615.1% $2.91万 加仓
SLV ISHARES SILVER TR $60.67万0.07%8,904 1,00812.8% $6.87万 加仓
ORCL ORACLE CORP $61.61万0.07%4,188 00.0% — 不变
RTX RTX CORPORATION $62.02万0.07%3,215 100.3% $1,929 加仓
BX BLACKSTONE INC $63.33万0.08%5,508 68814.3% $7.91万 加仓
PG PROCTER & GAMBLE CO $63.76万0.08%4,415 3659.0% $5.27万 加仓
VRT VERTIV HOLDINGS CO $64.80万0.08%2,586 -150-5.5% -$3.76万 减仓
IYE ISHARES TR $68.50万0.08%10,576 1421.4% $9,198 加仓
IVE ISHARES TR $68.65万0.08%3,251 70.2% $1,478 加仓
IAU ISHARES GOLD TR $70.20万0.08%7,963 1,25018.6% $11.02万 加仓
GOVT ISHARES TR $70.33万0.08%30,700 -573-1.8% -$1.31万 减仓
VFVA VANGUARD WELLINGTON FD $70.37万0.08%5,228 -2-0.0% -$269 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.09%1 00.0% — 不变
DWAS INVESCO EXCH TRADED FD TR II $73.59万0.09%7,473 00.0% — 不变
CSCO CISCO SYS INC $74.75万0.09%9,633 00.0% — 不变
IUSG ISHARES TR $75.45万0.09%4,864 1392.9% $2.16万 加仓
FELG FIDELITY COVINGTON TRUST $75.81万0.09%20,222 -589-2.8% -$2.21万 减仓
VGSH VANGUARD SCOTTSDALE FDS $76.02万0.09%12,986 2,60325.1% $15.24万 加仓
XLV SELECT SECTOR SPDR TR $77.84万0.09%5,309 110.2% $1,613 加仓
SMH VANECK ETF TRUST $79.56万0.10%2,075 32518.6% $12.46万 加仓
GS GOLDMAN SACHS GROUP INC $81.15万0.10%959 00.0% — 不变
FLOT ISHARES TR $82.25万0.10%16,144 8495.6% $4.33万 加仓
MGC VANGUARD WORLD FD $82.96万0.10%3,510 220.6% $5,200 加仓
— NUSHARES ETF TR $83.11万0.10%33,649 2,4167.7% $5.97万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $83.38万0.10%2,467 -172-6.5% -$5.81万 减仓
MBB ISHARES TR $84.70万0.10%8,920 1,13614.6% $10.79万 加仓
IJS ISHARES TR $87.26万0.10%7,367 70.1% $829 加仓
IVW ISHARES TR $88.22万0.11%7,800 10.0% $113 加仓
CVX CHEVRON CORPORATION $89.24万0.11%4,313 1603.9% $3.31万 加仓
JNJ JOHNSON & JOHNSON $89.72万0.11%3,670 782.2% $1.91万 加仓
JGRO J P MORGAN EXCHANGE TRADED F $89.90万0.11%10,637 4,86584.3% $41.12万 加仓
RAAX VANECK ETF TRUST $92.26万0.11%22,662 12,620125.7% $51.38万 加仓
TLH ISHARES TR $92.30万0.11%9,164 1,81824.7% $18.31万 加仓
ESGU ISHARES TR $93.14万0.11%6,586 -64-1.0% -$9,051 减仓
NFLX NETFLIX INC. $95.78万0.11%9,961 820.8% $7,885 加仓
UNP UNION PAC CORP $97.37万0.12%4,013 -10-0.2% -$2,426 减仓
FTSL FIRST TR EXCHANGE-TRADED FD $97.85万0.12%21,843 00.0% — 不变
NEE NEXTERA ENERGY INC $100.97万0.12%10,871 140.1% $1,300 加仓
XLK SELECT SECTOR SPDR TR $101.01万0.12%7,600 -65-0.8% -$8,639 减仓
EVRG EVERGY INC $104.35万0.12%12,738 -76-0.6% -$6,226 减仓
VIG VANGUARD SPECIALIZED FUNDS $108.57万0.13%5,048 -76-1.5% -$1.63万 减仓
VOO VANGUARD INDEX FDS $108.98万0.13%1,824 -79-4.2% -$4.72万 减仓
LLY ELI LILLY & CO $109.67万0.13%1,192 322.8% $2.94万 加仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $110.52万0.13%54,307 7,74116.6% $15.75万 加仓
— EXXON MOBIL CORP $110.96万0.13%6,540 821.3% $1.39万 加仓
COST COSTCO WHOLESALE CORPORATION $111.62万0.13%1,120 -777-41.0% -$77.44万 减仓
PWR QUANTA SVCS INC $112.27万0.13%2,045 -749-26.8% -$41.12万 减仓
CAT CATERPILLAR INC $115.12万0.14%1,625 -25-1.5% -$1.77万 减仓
IJJ ISHARES TR $117.25万0.14%8,849 -102-1.1% -$1.35万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $123.07万0.15%21,713 1880.9% $1.07万 加仓
AVDE AMERICAN CENTY ETF TR $124.80万0.15%14,710 14,710— $124.80万 新建仓
GLD SPDR GOLD TR $125.11万0.15%2,907 -644-18.1% -$27.72万 减仓
ONEQ FIDELITY COMWLTH TR $128.53万0.15%15,137 -69-0.5% -$5,859 减仓
DEM WISDOMTREE TR $129.77万0.16%26,117 8453.3% $4.20万 加仓
IWF ISHARES TR $130.59万0.16%3,063 20.1% $853 加仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $138.61万0.17%21,075 -844-3.9% -$5.55万 减仓
HYS PIMCO ETF TR $147.60万0.18%15,825 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $147.60万0.18%25,005 -798-3.1% -$4.71万 减仓
TSLA TESLA INC $150.74万0.18%4,055 601.5% $2.23万 加仓
IJR ISHARES TR $152.75万0.18%12,288 -300-2.4% -$3.73万 减仓
IWR ISHARES TR $173.64万0.21%17,859 -358-2.0% -$3.48万 减仓
JPM JPMORGAN CHASE & CO $181.45万0.22%6,169 230.4% $6,765 加仓
NOBL PROSHARES TR $184.01万0.22%17,358 -20,520-54.2% -$217.53万 减仓
QTEC FIRST TR EXCHANGE-TRADED FD $184.91万0.22%8,561 00.0% — 不变
IFRA ISHARES TR $187.43万0.22%32,768 -149-0.5% -$8,523 减仓
IJH ISHARES TR $197.07万0.24%29,183 -48-0.2% -$3,241 减仓
JPIB J P MORGAN EXCHANGE TRADED F $205.48万0.25%42,970 7491.8% $3.58万 加仓
MUB ISHARES TR $214.52万0.26%20,209 3,75822.8% $39.89万 加仓
SHLD GLOBAL X FDS $215.86万0.26%30,471 2,5239.0% $17.87万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $232.78万0.28%4,858 -1,500-23.6% -$71.87万 减仓
AVLV AMERICAN CENTY ETF TR $240.22万0.29%29,800 2,95211.0% $23.80万 加仓
MLPX GLOBAL X FDS $241.53万0.29%32,666 3,57312.3% $26.42万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $248.54万0.30%44,766 -7,644-14.6% -$42.44万 减仓
HYG ISHARES TR $254.32万0.30%31,965 70.0% $557 加仓
ANGL VANECK ETF TRUST $260.98万0.31%90,870 -5,840-6.0% -$16.77万 减仓
META META PLATFORMS INC $264.98万0.32%4,631 481.0% $2.75万 加仓
WMT WALMART INC $276.54万0.33%22,251 2451.1% $3.04万 加仓
HYMB SPDR SERIES TRUST $282.45万0.34%113,892 -231-0.2% -$5,729 减仓
IWP ISHARES TR $294.14万0.35%22,958 -93,301-80.3% -$1,195.40万 减仓
JAAA JANUS DETROIT STR TR $309.99万0.37%61,543 -597-1.0% -$3.01万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $361.32万0.43%78,429 2,1142.8% $9.74万 加仓
TPYP TORTOISE CAPITAL SERIES TRUS $372.00万0.45%87,818 22,62134.7% $95.82万 加仓
FELC FIDELITY COVINGTON TRUST $373.80万0.45%103,060 -1,911-1.8% -$6.93万 减仓