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
CP CANADIAN PACIFIC KANSAS CITY $374.63万0.45%47,627 -80-0.2% -$6,293 减仓
MOAT VANECK ETF TRUST $376.57万0.45%38,942 -2,173-5.3% -$21.01万 减仓
BKDV BNY MELLON ETF TRUST II $378.90万0.45%127,749 35,41538.4% $105.04万 加仓
XMHQ INVESCO EXCHANGE TRADED FD T $454.73万0.54%43,990 -1,034-2.3% -$10.69万 减仓
ITA ISHARES TR $477.55万0.57%21,831 5072.4% $11.09万 加仓
JNK SPDR SERIES TRUST $493.01万0.59%51,506 7,03715.8% $67.36万 加仓
FHLC FIDELITY COVINGTON TRUST $518.26万0.62%73,658 4400.6% $3.10万 加仓
FENY FIDELITY COVINGTON TRUST $524.63万0.63%154,213 39,42734.3% $134.13万 加仓
IWY ISHARES TR $572.37万0.68%23,002 -364-1.6% -$9.06万 减仓
PPA INVESCO EXCHANGE TRADED FD T $573.26万0.69%34,596 4941.4% $8.19万 加仓
FEOE RBB FUND TRUST $637.46万0.76%126,330 33,64936.3% $169.79万 加仓
QQQ INVESCO QQQ TR $638.49万0.76%11,062 -46-0.4% -$2.66万 减仓
SJNK SPDR SERIES TRUST $660.80万0.79%264,531 -12,016-4.3% -$30.02万 减仓
SCHD SCHWAB STRATEGIC TR $726.70万0.87%236,865 5,4372.3% $16.68万 加仓
GOOG ALPHABET INC $760.95万0.91%26,527 -53-0.2% -$1.52万 减仓
NVDA NVIDIA CORPORATION $862.31万1.03%49,445 4410.9% $7.69万 加仓
SPMO INVESCO EXCH TRADED FD TR II $868.57万1.04%77,475 2,7223.6% $30.52万 加仓
PAVE GLOBAL X FDS $937.72万1.12%184,555 -1,499-0.8% -$7.62万 减仓
EMXC ISHARES INC $978.54万1.17%124,401 12,86611.5% $101.20万 加仓
IMTM ISHARES TR $994.83万1.19%207,170 26,44714.6% $127.00万 加仓
VFMO VANGUARD WELLINGTON FD $1,040.20万1.24%52,775 3,2686.6% $64.41万 加仓
FMHI FIRST TR EXCH TRADED FD III $1,130.91万1.35%237,886 10,7534.7% $51.12万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $1,134.51万1.36%149,238 149,238— $1,134.51万 新建仓
COWZ PACER FDS TR $1,339.41万1.60%214,099 -4,401-2.0% -$27.53万 减仓
AMZN AMAZON COM INC $1,432.48万1.71%68,780 4340.6% $9.04万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $1,485.44万1.78%102,430 1,5741.6% $22.83万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $1,528.42万1.83%324,642 16,0315.2% $75.47万 加仓
GOOGL ALPHABET INC $1,570.36万1.88%54,610 -103-0.2% -$2.96万 减仓
SOXX ISHARES TR $1,592.79万1.91%48,463 -8-0.0% -$2,629 减仓
MSFT MICROSOFT CORP $1,647.42万1.97%44,504 4060.9% $15.03万 加仓
IUSV ISHARES TR $1,650.26万1.97%161,395 1,0310.6% $10.54万 加仓
AGG ISHARES TR $1,669.04万2.00%168,131 -632-0.4% -$6.27万 减仓
QUAL ISHARES TR $2,057.11万2.46%107,247 3,1973.1% $61.32万 加仓
FTEC FIDELITY COVINGTON TRUST $2,195.15万2.63%105,511 460.0% $9,570 加仓
AAPL APPLE INC $2,494.50万2.98%98,290 -818-0.8% -$20.76万 减仓
ITOT ISHARES TR $2,556.72万3.06%179,507 4210.2% $6.00万 加仓
IGIB ISHARES TR $2,565.71万3.07%482,095 5,2321.1% $27.84万 加仓
QQQM INVESCO EXCH TRADED FD TR II $3,169.07万3.79%133,367 1660.1% $3.94万 加仓
OEF ISHARES TR $3,597.39万4.30%113,101 -470-0.4% -$14.95万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $3,707.77万4.44%543,025 4,4160.8% $30.15万 加仓
SPY STATE STR SPDR S&P 500 ETF T $3,930.49万4.70%60,437 -271-0.4% -$17.62万 减仓
AVUV AMERICAN CENTY ETF TR $4,326.56万5.18%391,650 1,2260.3% $13.54万 加仓
IVV ISHARES TR $8,043.45万9.62%123,137 2,1391.8% $139.72万 加仓