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First Heartland Consultants, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

First Heartland Consultants, Inc.

报告期 2026-03-31 · CIK 0001428793

持仓数

523

前50大市值合计

$801.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPYM SPDR SERIES TRUST

PORTFOLIO LR ETF

$46.3M

604,525

5.8%

ACIO ETF SER SOLUTIONS

APTUS COLLARED

$46.0M

1,097,223

5.7%

QQQ INVESCO QQQ TR

UNIT SER 1

$35.1M

60,777

4.4%

SPDW SPDR INDEX SHS FDS

PORTFOLIO DEVLPD

$33.5M

733,830

4.2%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$32.8M

480,671

4.1%

DRSK ETF SER SOLUTIONS

APTUS DEFINED

$27.0M

988,042

3.4%

BSV VANGUARD BD INDEX FD INC

SHORT TRM BOND

$25.9M

330,177

3.2%

SPY SPDR S&P 500 ETF TR

UNIT SER 1 S&P

$24.6M

37,815

3.1%

SPYV SPDR SER TR

PRTFLO S&P500 VL

$23.7M

418,811

3.0%

SPYG SPDR SERIES TRUST

PRTFLO S&P500 GW

$23.3M

238,066

2.9%

PYLD PIMCO ETF TR

MULTISECTOR BD

$23.3M

888,723

2.9%

OSCV ETF SER SOLUTIONS

OPUS SML CP VL

$21.8M

552,154

2.7%

FRDM EA SERIES TRUST

FREEDOOM 100 EM

$21.4M

391,123

2.7%

IVW ISHARES

S&P 500 GRWT ETF

$20.3M

179,696

2.5%

FTCB FIRST TR EXCHANGE-TRADED FD

CORE INVESTMENT

$20.1M

959,188

2.5%

MINT PIMCO ETF TR

ENHAN SHRT MA AC

$17.1M

170,459

2.1%

CGDV CAPITAL GROUP DIVIDEND VALUE

ETF

$16.7M

392,982

2.1%

GRNY TIDAL ETF TR

FUNDSTRAT GRANNY

$15.1M

634,351

1.9%

VUG VANGUARD INDEX FDS

GROWTH ETF

$15.1M

34,517

1.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$14.2M

23,719

1.8%

UCON FIRST TR EXCHNG TRADED FD VI

TCW UNCONSTRAI

$14.1M

571,147

1.8%

EEM ISHARES TR

MSCI EMG MKT ETF

$13.8M

243,141

1.7%

VTV VANGUARD INDEX FDS

VALUE ETF

$13.8M

70,319

1.7%

CGIC CAPITAL GROUP INTERNATIONAL

SHS

$13.3M

400,919

1.7%

AAPL APPLE INC

COM

$13.1M

51,530

1.6%

DIA SPDR DOW JONES INDL AVERAGE

UT SER 1

$12.8M

27,720

1.6%

PTRB PGIM ETF TR

TOTAL RETURN BON

$12.8M

308,830

1.6%

NVDA NVIDIA CORP

COM

$12.8M

73,286

1.6%

VEA VANGUARD TAX MANAGED INTL FD

FTSE DEV MKT ETF

$12.7M

197,943

1.6%

GRID FIRST TR EXCHANGE TRADED FD

NASDQ CLN EDGE

$11.8M

72,329

1.5%

RLY SSGA ACTIVE ETF TR

MULT ASS RLRTN

$10.8M

297,480

1.3%

SCIO FIRST TR EXCHANGE-TRADED FD

STRUCTURED CR IN

$10.6M

513,852

1.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$10.0M

31,038

1.2%

AMZN AMAZON COM INC

COM

$9.8M

46,816

1.2%

BNDX VANGUARD BD INDEX

INTERNATIONAL BOND ETF

$8.9M

185,839

1.1%

BKAG BNY MELLON ETF TRUST

CORE BOND ETF

$8.9M

209,940

1.1%

FLGV FRANKLIN TEMPLETON ETF TR

US TREASURY BOND

$8.8M

432,631

1.1%

IVV ISHARES

CORE S&P500 ETF

$8.8M

13,492

1.1%

QSPT FIRST TR EXCHNG TRADED FD VI

FT VEST NAS

$8.6M

281,151

1.1%

DYNF BLACKROCK ETF TRUST

US EQT FACTOR

$8.2M

141,291

1.0%

SDVY FIRST TR EXCHANGE TRADED FD

MID CAP RISING DIV

$8.1M

206,615

1.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$8.1M

16,915

1.0%

SHY ISHARES TR

1 3 YR TREAS BD

$7.6M

92,145

0.9%

FDMO FIDELITY COVINGTON TRUST

MOMENTUM FACTR

$7.5M

93,114

0.9%

FMB FIRST TR EXCHANGE TRADED FD I

MANAGD MUN ETF

$7.4M

145,146

0.9%

GRNJ TIDAL TRUST III

FUNDSTRAT GRANNY

$7.2M

286,610

0.9%

BIV VANGUARD BD INDEX FD INC

INTERMED TERM

$7.2M

92,826

0.9%

QCAP FIRST TR EXCHANGE TRAD FD VI

FT VEST NASDAQ 1

$6.9M

289,639

0.9%

VXUS VANGUARD STAR FD

VG TL INTL STK F

$6.9M

89,025

0.9%

TBIL RBB FD INC

US TREAS 3 MNTH

$6.7M

135,140

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

28%前 6 大占比

SPYM5.8%ACIO5.7%QQQ4.4%SPDW4.2%RDVY4.1%DRSK3.4%