13F 机构持仓

FSA WEALTH PARTNERS, INC.

Rockville MD · SEC CIK 0001731221

2026Q22026Q1 更早 9 个季度 🔒
$3.99亿2026Q2 申报市值
69持仓数
61.4%前十大占比 · 第一大 12.5%
20 / 14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 12.5%
IVV 10.7%
IJR 9.1%
IXN 6.6%
RSP 4.7%
CGDV 3.9%
ACWX 3.9%
SCHV 3.6%
LVHI 3.3%
QQQM 2.9%

2026Q2 买入最多 按季末市值估算

IJR 加仓+$2,948.31万
IXN 新建仓+$2,653.35万
IVV 加仓+$2,138.24万
SPY 加仓+$1,614.82万
LVHI 新建仓+$1,317.63万

2026Q2 卖出最多 按季末市值估算

SH 清仓-$1,200.61万
OEF 减仓-$415.88万
CAMBRIA ETF TR 清仓-$310.63万
HGER 清仓-$282.11万
DJP 清仓-$176.35万

2026Q2 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
SH PROSHARES TR $00.00%0 -316,533-100.0% -$1,200.61万 清仓
— CAMBRIA ETF TR $00.00%0 -265,273-100.0% -$310.63万 清仓
HGER HARBOR ETF TRUST $00.00%0 -90,973-100.0% -$282.11万 清仓
DJP BARCLAYS BANK PLC $00.00%0 -36,633-100.0% -$176.35万 清仓
COWZ PACER FDS TR $00.00%0 -23,022-100.0% -$144.03万 清仓
PJUL INNOVATOR ETFS TRUST $00.00%0 -28,762-100.0% -$132.21万 清仓
XTN SPDR SERIES TRUST $00.00%0 -9,608-100.0% -$89.35万 清仓
— THEMES ETF TR $00.00%0 -17,476-100.0% -$88.95万 清仓
VHT VANGUARD WORLD FD $00.00%0 -3,115-100.0% -$84.83万 清仓
RSPN INVESCO EXCHANGE TRADED FD T $00.00%0 -14,572-100.0% -$83.91万 清仓
IGV ISHARES TR $00.00%0 -4,880-100.0% -$39.06万 清仓
— EXXON MOBIL CORP $00.00%0 -1,884-100.0% -$31.96万 清仓
EFV ISHARES TR $00.00%0 -3,656-100.0% -$27.18万 清仓
CAOS EA SERIES TRUST $00.00%0 -90-100.0% -$8,168 清仓
JOBY JOBY AVIATION INC $10.22万0.03%11,460 00.0% — 不变
AMZN AMAZON COM INC $21.33万0.05%895 895— $21.33万 新建仓
RWR SPDR SERIES TRUST $21.65万0.05%1,916 -162-7.8% -$1.83万 重新持有
EFG ISHARES TR $22.03万0.06%1,771 1,771— $22.03万 新建仓
BAI BLACKROCK ETF TRUST $23.43万0.06%4,445 4,445— $23.43万 新建仓
IEMG ISHARES INC $24.16万0.06%2,917 -1,085-27.1% -$8.99万 减仓
VLUE ISHARES TR $25.44万0.06%1,273 1,273— $25.44万 新建仓
ESGU ISHARES TR $29.25万0.07%1,787 -189-9.6% -$3.09万 重新持有
APCB TRUST FOR PROFESSIONAL MANAG $29.31万0.07%9,959 9,959— $29.31万 新建仓
WTRG ESSENTIAL UTILS INC $32.08万0.08%8,374 40.0% $153 加仓
APIE TRUST FOR PROFESSIONAL MANAG $32.88万0.08%8,482 2,58843.9% $10.03万 加仓
VTWO VANGUARD SCOTTSDALE FDS $35.24万0.09%2,902 381.3% $4,614 加仓
IVE ISHARES TR $37.37万0.09%1,646 -170-9.4% -$3.86万 减仓
JNK SPDR SERIES TRUST $43.16万0.11%4,479 76220.5% $7.34万 加仓
IVW ISHARES TR $44.05万0.11%3,203 36412.8% $5.01万 加仓
MU MICRON TECHNOLOGY INC $45.02万0.11%390 -568-59.3% -$65.56万 减仓
XBI SPDR SERIES TRUST $60.59万0.15%3,829 -3,155-45.2% -$49.93万 重新持有
PSI INVESCO EXCHANGE TRADED FD T $63.52万0.16%3,382 -5,823-63.3% -$109.37万 减仓
PRF INVESCO EXCHANGE TRADED FD T $65.84万0.16%12,185 12,185— $65.84万 新建仓
GVAL CAMBRIA ETF TR $65.92万0.17%18,301 -3,852-17.4% -$13.87万 减仓
SSO PROSHARES TR $66.17万0.17%9,820 -15,786-61.6% -$106.37万 重新持有
JEMA J P MORGAN EXCHANGE TRADED F $67.19万0.17%10,518 10,518— $67.19万 新建仓
GRID FIRST TR EXCHANGE-TRADED FD $72.81万0.18%3,797 -679-15.2% -$13.02万 减仓
APUE TRUST FOR PROFESSIONAL MANAG $79.07万0.20%17,114 4,53936.1% $20.97万 加仓
AAPL APPLE INC $82.50万0.21%2,851 40516.6% $11.72万 加仓
— INVESTMENT MANAGERS SER TR I $87.13万0.22%40,927 -605-1.5% -$1.29万 减仓
DEHP DIMENSIONAL ETF TRUST $89.12万0.22%20,837 20,837— $89.12万 新建仓
ICLN ISHARES TR $94.41万0.24%46,076 -5,461-10.6% -$11.19万 减仓
IYT ISHARES TR $102.95万0.26%11,867 11,867— $102.95万 新建仓
— SPDR SERIES TRUST $142.84万0.36%10,813 10,813— $142.84万 新建仓
USFR WISDOMTREE TR $145.36万0.36%28,869 20,974265.7% $105.60万 加仓
QQQ INVESCO QQQ TR $163.78万0.41%2,224 2,224— $163.78万 新建仓
GLD SPDR GOLD TR $188.43万0.47%5,115 88721.0% $32.68万 加仓
IBB ISHARES TR $191.18万0.48%10,052 10,052— $191.18万 新建仓
AAL AMERICAN AIRLINES GROUP INC $200.00万0.50%110,680 00.0% — 不变
SNPE DBX ETF TR $205.41万0.51%29,830 29,830— $205.41万 新建仓
PVAL PUTNAM ETF TRUST $246.11万0.62%48,305 -3,164-6.1% -$16.12万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $288.90万0.72%32,064 8,67237.1% $78.13万 加仓
SUSA ISHARES TR $298.25万0.75%19,329 12,482182.3% $192.60万 加仓
EEM ISHARES TR $303.91万0.76%44,425 1,7274.0% $11.81万 加仓
VNQ VANGUARD INDEX FDS $326.08万0.82%33,815 3,23310.6% $31.18万 加仓
ESML ISHARES TR $343.59万0.86%61,433 39,611181.5% $221.54万 加仓
DYNF BLACKROCK ETF TRUST $355.60万0.89%52,287 32,313161.8% $219.76万 加仓
FDVV FIDELITY COVINGTON TRUST $388.67万0.97%64,467 -890-1.4% -$5.37万 减仓
IBND SPDR SERIES TRUST $392.68万0.98%125,939 22,74822.0% $70.93万 加仓
OEF ISHARES TR $394.19万0.99%10,774 -11,367-51.3% -$415.88万 减仓
IWB ISHARES TR $412.08万1.03%10,063 -149-1.5% -$6.10万 减仓
VOO VANGUARD INDEX FDS $444.50万1.11%6,472 1,85840.3% $127.61万 加仓
VB VANGUARD INDEX FDS $472.90万1.18%15,601 15,601— $472.90万 新建仓
EFA ISHARES TR $514.72万1.29%49,549 4,79210.7% $49.78万 加仓
IWM ISHARES TR $545.32万1.37%18,150 1,4398.6% $43.23万 加仓
UITB VICTORY PORTFOLIOS II $597.71万1.50%127,612 2,3801.9% $11.15万 加仓
AGG ISHARES TR $698.06万1.75%70,525 9,91716.4% $98.16万 加仓
FSMD FIDELITY COVINGTON TRUST $707.23万1.77%133,818 5,0393.9% $26.63万 加仓
FJAN FIRST TR EXCHNG TRADED FD VI $822.63万2.06%149,325 149,325— $822.63万 新建仓
ANGL VANECK ETF TRUST $965.08万2.42%330,056 330,056— $965.08万 新建仓
OUSM ALPS ETF TR $997.97万2.50%210,010 44,54726.9% $211.69万 重新持有
RWJ INVESCO EXCH TRADED FD TR II $1,083.39万2.71%182,083 182,083— $1,083.39万 新建仓
MGC VANGUARD WORLD FD $1,116.93万2.80%40,819 1,0842.7% $29.66万 加仓
QQQM INVESCO EXCH TRADED FD TR II $1,164.10万2.92%38,423 38,423— $1,164.10万 新建仓
LVHI LEGG MASON ETF INVT $1,317.63万3.30%324,659 324,659— $1,317.63万 新建仓
SCHV SCHWAB STRATEGIC TR $1,448.56万3.63%416,133 11,4412.8% $39.83万 加仓
ACWX ISHARES TR $1,560.68万3.91%205,056 7,6573.9% $58.28万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $1,572.90万3.94%319,177 48,27117.8% $237.88万 加仓
RSP INVESCO EXCHANGE TRADED FD T $1,887.76万4.73%88,723 22,10333.2% $470.29万 加仓
IXN ISHARES TR $2,653.35万6.64%183,648 183,648— $2,653.35万 新建仓
IJR ISHARES TR $3,640.42万9.12%245,460 198,794426.0% $2,948.31万 加仓
IVV ISHARES TR $4,283.60万10.73%57,199 28,55299.7% $2,138.24万 加仓
SPY STATE STR SPDR S&P 500 ETF T $4,975.88万12.46%66,632 21,62448.0% $1,614.82万 加仓