FSA WEALTH PARTNERS, INC.
Rockville MD · SEC CIK 0001731221
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2,927.05万 | 13.92% | 45,008 | 1,255 | 2.9% | $81.62万 | 加仓 |
| IVV | ISHARES TR | $1,871.25万 | 8.90% | 28,647 | -10,624 | -27.1% | -$693.97万 | 减仓 |
| ACWX | ISHARES TR | $1,351.59万 | 6.43% | 197,399 | -217,125 | -52.4% | -$1,486.65万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,278.57万 | 6.08% | 66,620 | 66,620 | — | $1,278.57万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,234.31万 | 5.87% | 404,692 | 404,692 | — | $1,234.31万 | 新建仓 |
| SH | PROSHARES TR | $1,200.61万 | 5.71% | 316,533 | 316,533 | — | $1,200.61万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,152.43万 | 5.48% | 270,906 | -316,252 | -53.9% | -$1,345.34万 | 减仓 |
| MGC | VANGUARD WORLD FD | $939.14万 | 4.47% | 39,735 | -49,698 | -55.6% | -$1,174.61万 | 减仓 |
| OEF | ISHARES TR | $704.24万 | 3.35% | 22,141 | -6,491 | -22.7% | -$206.46万 | 减仓 |
| AGG | ISHARES TR | $601.66万 | 2.86% | 60,608 | 17,453 | 40.4% | $173.26万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $588.80万 | 2.80% | 125,232 | 1,460 | 1.2% | $6.86万 | 加仓 |
| IJR | ISHARES TR | $580.11万 | 2.76% | 46,666 | 46,666 | — | $580.11万 | 新建仓 |
| FSMD | FIDELITY COVINGTON TRUST | $575.90万 | 2.74% | 128,779 | 2,364 | 1.9% | $10.57万 | 加仓 |
| EFA | ISHARES TR | $434.72万 | 2.07% | 44,757 | 4,817 | 12.1% | $46.79万 | 加仓 |
| IWM | ISHARES TR | $414.43万 | 1.97% | 16,711 | -16,779 | -50.1% | -$416.12万 | 减仓 |
| IWB | ISHARES TR | $364.12万 | 1.73% | 10,212 | -431 | -4.0% | -$15.37万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $361.03万 | 1.72% | 65,357 | -1,795 | -2.7% | -$9.92万 | 减仓 |
| IBND | SPDR SERIES TRUST | $320.72万 | 1.52% | 103,191 | 30,718 | 42.4% | $95.47万 | 加仓 |
| — | CAMBRIA ETF TR | $310.63万 | 1.48% | 265,273 | 265,273 | — | $310.63万 | 新建仓 |
| HGER | HARBOR ETF TRUST | $282.11万 | 1.34% | 90,973 | 1,222 | 1.4% | $3.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $275.71万 | 1.31% | 4,614 | -514 | -10.0% | -$30.71万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $271.26万 | 1.29% | 30,582 | 3,799 | 14.2% | $33.70万 | 加仓 |
| EEM | ISHARES TR | $242.48万 | 1.15% | 42,698 | -30,378 | -41.6% | -$172.52万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $238.82万 | 1.14% | 51,469 | 32,505 | 171.4% | $150.82万 | 加仓 |
| GLD | SPDR GOLD TR | $181.93万 | 0.87% | 4,228 | 159 | 3.9% | $6.84万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $176.35万 | 0.84% | 36,633 | 1,361 | 3.9% | $6.55万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $175.88万 | 0.84% | 23,392 | -26,351 | -53.0% | -$198.13万 | 减仓 |
| COWZ | PACER FDS TR | $144.03万 | 0.68% | 23,022 | 11,597 | 101.5% | $72.55万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $132.21万 | 0.63% | 28,762 | 28,762 | — | $132.21万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $118.87万 | 0.57% | 110,680 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $116.21万 | 0.55% | 19,974 | -14,056 | -41.3% | -$81.78万 | 减仓 |
| ESML | ISHARES TR | $102.61万 | 0.49% | 21,822 | -23,094 | -51.4% | -$108.59万 | 减仓 |
| ICLN | ISHARES TR | $94.26万 | 0.45% | 51,537 | -71,637 | -58.2% | -$131.02万 | 减仓 |
| SUSA | ISHARES TR | $90.45万 | 0.43% | 6,847 | -6,372 | -48.2% | -$84.17万 | 减仓 |
| XTN | SPDR SERIES TRUST | $89.35万 | 0.42% | 9,608 | 9,608 | — | $89.35万 | 新建仓 |
| — | THEMES ETF TR | $88.95万 | 0.42% | 17,476 | 17,476 | — | $88.95万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $86.88万 | 0.41% | 9,205 | 9,205 | — | $86.88万 | 新建仓 |
| — | INVESTMENT MANAGERS SER TR I | $86.38万 | 0.41% | 41,532 | -6,997 | -14.4% | -$14.55万 | 减仓 |
| VHT | VANGUARD WORLD FD | $84.83万 | 0.40% | 3,115 | -2,921 | -48.4% | -$79.55万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $83.91万 | 0.40% | 14,572 | -15,344 | -51.3% | -$88.35万 | 重新持有 |
| GVAL | CAMBRIA ETF TR | $73.48万 | 0.35% | 22,153 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $73.22万 | 0.35% | 4,476 | 109 | 2.5% | $1.78万 | 加仓 |
| AAPL | APPLE INC | $62.08万 | 0.30% | 2,446 | -179 | -6.8% | -$4.54万 | 减仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $50.40万 | 0.24% | 12,575 | 2,052 | 19.5% | $8.22万 | 加仓 |
| USFR | WISDOMTREE TR | $39.74万 | 0.19% | 7,895 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $39.06万 | 0.19% | 4,880 | 4,880 | — | $39.06万 | 新建仓 |
| IVE | ISHARES TR | $38.34万 | 0.18% | 1,816 | -45 | -2.4% | -$9,502 | 减仓 |
| JNK | SPDR SERIES TRUST | $35.58万 | 0.17% | 3,717 | 3,717 | — | $35.58万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $33.71万 | 0.16% | 8,370 | 8,370 | — | $33.71万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $32.37万 | 0.15% | 958 | -650 | -40.4% | -$21.96万 | 减仓 |
| IVW | ISHARES TR | $32.11万 | 0.15% | 2,839 | 368 | 14.9% | $4.16万 | 加仓 |
| — | EXXON MOBIL CORP | $31.96万 | 0.15% | 1,884 | 63 | 3.5% | $1.07万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $28.69万 | 0.14% | 2,864 | 8 | 0.3% | $801 | 加仓 |
| IEMG | ISHARES INC | $27.91万 | 0.13% | 4,002 | -684 | -14.6% | -$4.77万 | 减仓 |
| EFV | ISHARES TR | $27.18万 | 0.13% | 3,656 | 208 | 6.0% | $1.55万 | 加仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $20.78万 | 0.10% | 5,894 | 5,894 | — | $20.78万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $9.47万 | 0.05% | 11,460 | 0 | 0.0% | — | 不变 |
| CAOS | EA SERIES TRUST | $8,168 | 0.00% | 90 | 90 | — | $8,168 | 新建仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -121,495 | -100.0% | -$1,338.75万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -23,960 | -100.0% | -$1,134.03万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -69,030 | -100.0% | -$993.82万 | 清仓 |
| OUSM | ALPS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -131,170 | -100.0% | -$427.88万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | -16,084 | -100.0% | -$207.21万 | 清仓 |
| REGL | PROSHARES TR | $0 | 0.00% | 0 | -24,237 | -100.0% | -$204.12万 | 清仓 |
| PTNQ | PACER FDS TR | $0 | 0.00% | 0 | -21,411 | -100.0% | -$168.40万 | 清仓 |
| SSO | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -20,638 | -100.0% | -$132.89万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,651 | -100.0% | -$95.47万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,545 | -100.0% | -$84.96万 | 清仓 |
| IEZ | ISHARES TR | $0 | 0.00% | 0 | -39,378 | -100.0% | -$82.18万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -5,073 | -100.0% | -$60.55万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -3,735 | -100.0% | -$25.26万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -1,310 | -100.0% | -$24.68万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -2,554 | -100.0% | -$20.59万 | 清仓 |
| RWR | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -1,302 | -100.0% | -$11.71万 | 清仓 |