13F 机构持仓

FSA WEALTH PARTNERS, INC.

Rockville MD · SEC CIK 0001731221

2026Q22026Q1 更早 9 个季度 🔒
$2.10亿2026Q1 申报市值
58持仓数
63.1%前十大占比 · 第一大 13.9%
14 / 16新建仓 / 清仓
申报市值走势$3.99亿2026Q2
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

SPY 13.9%
IVV 8.9%
ACWX 6.4%
RSP 6.1%
SCHV 5.9%
SH 5.7%
CGDV 5.5%
MGC 4.5%
OEF 3.3%
AGG 2.9%

2026Q1 买入最多 按季末市值估算

RSP 新建仓+$1,278.57万
SCHV 新建仓+$1,234.31万
SH 新建仓+$1,200.61万
IJR 新建仓+$580.11万
CAMBRIA ETF TR 新建仓+$310.63万

2026Q1 卖出最多 按季末市值估算

ACWX 减仓-$1,486.65万
CGDV 减仓-$1,345.34万
LQD 清仓-$1,338.75万
MGC 减仓-$1,174.61万
IWF 清仓-$1,134.03万

2026Q1 持仓明细 点表头排序

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 $00.00%0 -121,495-100.0% -$1,338.75万 清仓
IWF ISHARES TR $00.00%0 -23,960-100.0% -$1,134.03万 清仓
XLK SELECT SECTOR SPDR TR $00.00%0 -69,030-100.0% -$993.82万 清仓
OUSM ALPS ETF TR $00.00%0 —— — 申报中断
SCHG SCHWAB STRATEGIC TR $00.00%0 -131,170-100.0% -$427.88万 清仓
DSI ISHARES TR $00.00%0 -16,084-100.0% -$207.21万 清仓
REGL PROSHARES TR $00.00%0 -24,237-100.0% -$204.12万 清仓
PTNQ PACER FDS TR $00.00%0 -21,411-100.0% -$168.40万 清仓
SSO PROSHARES TR $00.00%0 —— — 申报中断
FEZ SPDR INDEX SHS FDS $00.00%0 -20,638-100.0% -$132.89万 清仓
SMH VANECK ETF TRUST $00.00%0 -2,651-100.0% -$95.47万 清仓
XBI SPDR SERIES TRUST $00.00%0 —— — 申报中断
XTL SPDR SERIES TRUST $00.00%0 -5,545-100.0% -$84.96万 清仓
IEZ ISHARES TR $00.00%0 -39,378-100.0% -$82.18万 清仓
IEI ISHARES TR $00.00%0 -5,073-100.0% -$60.55万 清仓
ESGU ISHARES TR $00.00%0 —— — 申报中断
SIVR ABRDN SILVER ETF TRUST $00.00%0 -3,735-100.0% -$25.26万 清仓
FIVE FIVE BELOW INC $00.00%0 -1,310-100.0% -$24.68万 清仓
HYG ISHARES TR $00.00%0 -2,554-100.0% -$20.59万 清仓
RWR SPDR SERIES TRUST $00.00%0 —— — 申报中断
— INVESCO EXCH TRD SLF IDX FD $00.00%0 -1,302-100.0% -$11.71万 清仓
CAOS EA SERIES TRUST $8,1680.00%90 90— $8,168 新建仓
JOBY JOBY AVIATION INC $9.47万0.05%11,460 00.0% — 不变
APIE TRUST FOR PROFESSIONAL MANAG $20.78万0.10%5,894 5,894— $20.78万 新建仓
EFV ISHARES TR $27.18万0.13%3,656 2086.0% $1.55万 加仓
IEMG ISHARES INC $27.91万0.13%4,002 -684-14.6% -$4.77万 减仓
VTWO VANGUARD SCOTTSDALE FDS $28.69万0.14%2,864 80.3% $801 加仓
— EXXON MOBIL CORP $31.96万0.15%1,884 633.5% $1.07万 加仓
IVW ISHARES TR $32.11万0.15%2,839 36814.9% $4.16万 加仓
MU MICRON TECHNOLOGY INC $32.37万0.15%958 -650-40.4% -$21.96万 减仓
WTRG ESSENTIAL UTILS INC $33.71万0.16%8,370 8,370— $33.71万 新建仓
JNK SPDR SERIES TRUST $35.58万0.17%3,717 3,717— $35.58万 新建仓
IVE ISHARES TR $38.34万0.18%1,816 -45-2.4% -$9,502 减仓
IGV ISHARES TR $39.06万0.19%4,880 4,880— $39.06万 新建仓
USFR WISDOMTREE TR $39.74万0.19%7,895 00.0% — 不变
APUE TRUST FOR PROFESSIONAL MANAG $50.40万0.24%12,575 2,05219.5% $8.22万 加仓
AAPL APPLE INC $62.08万0.30%2,446 -179-6.8% -$4.54万 减仓
GRID FIRST TR EXCHANGE-TRADED FD $73.22万0.35%4,476 1092.5% $1.78万 加仓
GVAL CAMBRIA ETF TR $73.48万0.35%22,153 00.0% — 不变
RSPN INVESCO EXCHANGE TRADED FD T $83.91万0.40%14,572 -15,344-51.3% -$88.35万 重新持有
VHT VANGUARD WORLD FD $84.83万0.40%3,115 -2,921-48.4% -$79.55万 减仓
— INVESTMENT MANAGERS SER TR I $86.38万0.41%41,532 -6,997-14.4% -$14.55万 减仓
PSI INVESCO EXCHANGE TRADED FD T $86.88万0.41%9,205 9,205— $86.88万 新建仓
— THEMES ETF TR $88.95万0.42%17,476 17,476— $88.95万 新建仓
XTN SPDR SERIES TRUST $89.35万0.42%9,608 9,608— $89.35万 新建仓
SUSA ISHARES TR $90.45万0.43%6,847 -6,372-48.2% -$84.17万 减仓
ICLN ISHARES TR $94.26万0.45%51,537 -71,637-58.2% -$131.02万 减仓
ESML ISHARES TR $102.61万0.49%21,822 -23,094-51.4% -$108.59万 减仓
DYNF BLACKROCK ETF TRUST $116.21万0.55%19,974 -14,056-41.3% -$81.78万 减仓
AAL AMERICAN AIRLINES GROUP INC $118.87万0.57%110,680 00.0% — 不变
PJUL INNOVATOR ETFS TRUST $132.21万0.63%28,762 28,762— $132.21万 新建仓
COWZ PACER FDS TR $144.03万0.68%23,022 11,597101.5% $72.55万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $175.88万0.84%23,392 -26,351-53.0% -$198.13万 减仓
DJP BARCLAYS BANK PLC $176.35万0.84%36,633 1,3613.9% $6.55万 加仓
GLD SPDR GOLD TR $181.93万0.87%4,228 1593.9% $6.84万 加仓
PVAL PUTNAM ETF TRUST $238.82万1.14%51,469 32,505171.4% $150.82万 加仓
EEM ISHARES TR $242.48万1.15%42,698 -30,378-41.6% -$172.52万 减仓
VNQ VANGUARD INDEX FDS $271.26万1.29%30,582 3,79914.2% $33.70万 加仓
VOO VANGUARD INDEX FDS $275.71万1.31%4,614 -514-10.0% -$30.71万 减仓
HGER HARBOR ETF TRUST $282.11万1.34%90,973 1,2221.4% $3.79万 加仓
— CAMBRIA ETF TR $310.63万1.48%265,273 265,273— $310.63万 新建仓
IBND SPDR SERIES TRUST $320.72万1.52%103,191 30,71842.4% $95.47万 加仓
FDVV FIDELITY COVINGTON TRUST $361.03万1.72%65,357 -1,795-2.7% -$9.92万 减仓
IWB ISHARES TR $364.12万1.73%10,212 -431-4.0% -$15.37万 减仓
IWM ISHARES TR $414.43万1.97%16,711 -16,779-50.1% -$416.12万 减仓
EFA ISHARES TR $434.72万2.07%44,757 4,81712.1% $46.79万 加仓
FSMD FIDELITY COVINGTON TRUST $575.90万2.74%128,779 2,3641.9% $10.57万 加仓
IJR ISHARES TR $580.11万2.76%46,666 46,666— $580.11万 新建仓
UITB VICTORY PORTFOLIOS II $588.80万2.80%125,232 1,4601.2% $6.86万 加仓
AGG ISHARES TR $601.66万2.86%60,608 17,45340.4% $173.26万 加仓
OEF ISHARES TR $704.24万3.35%22,141 -6,491-22.7% -$206.46万 减仓
MGC VANGUARD WORLD FD $939.14万4.47%39,735 -49,698-55.6% -$1,174.61万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $1,152.43万5.48%270,906 -316,252-53.9% -$1,345.34万 减仓
SH PROSHARES TR $1,200.61万5.71%316,533 316,533— $1,200.61万 新建仓
SCHV SCHWAB STRATEGIC TR $1,234.31万5.87%404,692 404,692— $1,234.31万 新建仓
RSP INVESCO EXCHANGE TRADED FD T $1,278.57万6.08%66,620 66,620— $1,278.57万 新建仓
ACWX ISHARES TR $1,351.59万6.43%197,399 -217,125-52.4% -$1,486.65万 减仓
IVV ISHARES TR $1,871.25万8.90%28,647 -10,624-27.1% -$693.97万 减仓
SPY STATE STR SPDR S&P 500 ETF T $2,927.05万13.92%45,008 1,2552.9% $81.62万 加仓