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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
$801.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 26
增持 43
减持 41
清仓 40
方向
标的
Δ市值
现股数(环比)
减持
FLV
AMERICAN CENTY ETF TR
+$25.0M
431,479
-2%
减持
DIA
SPDR DOW JONES INDL AVRG ETF
-$13.1M
11,862
-77%
清仓
PWV
INVESCO EXCHANGE TRADED FD T
-$8.4M
0
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-100%
建仓
KMLM
KFA MOUNT LUCAS MANAGED FUTURES
+$6.2M
211,042
增持
TLT
ISHARES
+$4.2M
92,508
+63%
建仓
EFA
ISHARES
+$3.3M
46,397
增持
SHV
ISHARES
+$3.2M
39,770
+265%
建仓
TBF
PROSHARES TR
+$3.0M
142,480
减持
AAPL
APPLE INC
+$2.9M
88,727
-2%
清仓
—
PROSHARES TR
-$2.3M
0
-100%
减持
SPTS
SPDR SER TR
-$2.3M
23,647
-77%
清仓
XLI
SELECT SECTOR SPDR TR
-$2.2M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$2.1M
3,567
-81%
清仓
PSL
INVESCO EXCHANGE TRADED FD T
-$2.0M
0
-100%
建仓
DOG
PROSHARES TR
+$1.9M
58,504
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.9M
25,634
+579%
建仓
JPIE
JP MORGAN CHASE & CO
+$1.8M
39,806
建仓
OMFS
INVESCO EXCH TRADED FD TR II
+$1.8M
50,414
增持
VUG
VANGUARD INDEX FDS
+$1.7M
32,690
+8%
增持
DBMF
LITMAN GREGORY FUNDS
+$1.6M
241,072
+47%
增持
MINT
PIMCO ETF TR
+$1.5M
39,694
+62%
减持
IVE
ISHARES
-$1.4M
30,893
-27%
增持
QJUN
FIRST TR EXCHANGE TRADED FD I
+$1.4M
312,115
+11%
增持
IJK
ISHARES
+$1.4M
34,449
+116%
减持
NVDA
NVIDIA CORP
+$1.3M
10,040
-1%
建仓
IYM
ISHARES
+$1.3M
9,613
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
11,501
+28%
增持
FBND
FIDELITY TOTAL BOND
+$1.2M
107,010
+30%
增持
BND
VANGUARD BD INDEX FD INC
+$1.2M
106,695
+15%
减持
IYH
ISHARES TR
-$1.2M
1,023
-81%
清仓
IYE
ISHARES TR
-$1.2M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$1.2M
57,607
+19%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.2M
103,016
+81%
减持
IWM
ISHARES TR
-$1.1M
1,878
-77%
减持
OCTW
ALLIANZ US LARGE CAP BUFFER 20
-$1.1M
101,460
-30%
增持
IJJ
ISHARES TR
+$1.0M
40,525
+31%
清仓
VTIP
VANGUARD MALVERN FDS
-$1.0M
0
-100%
建仓
QUAL
ISHARES TR
+$935.9K
7,544
增持
XDEC
FIRST TR CBOE VEST US EQUITY ENH & MOD BUFF
+$932.5K
131,130
+23%
减持
ESGU
ISHARES TR
-$898.1K
4,275
-72%
增持
JUCY
ETF SER SOLUTIONS
+$889.6K
644,840
+6%
减持
AMZN
AMAZON COM INC
+$882.0K
67,994
-7%
减持
ACIO
ETF SER SOLUTIONS
+$844.9K
899,058
-1%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$782.2K
332,919
+18%
减持
BTI
BRITISH AMERN TOB PLC
-$773.0K
62,783
-16%
增持
BIV
VANGUARD BD INDEX FD INC
+$753.7K
54,909
+18%
增持
QQQ
INVESCO QQQ TR
+$749.2K
13,240
+1%
增持
VEA
VANGUARD TAX MANAGED INTL FD
+$743.0K
163,621
+3%
建仓
TD
TORONTO DOMINION BANK
+$716.9K
11,969
清仓
BIBL
NORTHERN LTS FD TR IV
-$708.5K
0
-100%
增持
JEPI
JP MORGAN CHASE & CO
+$696.2K
84,499
+18%
减持
SPYG
SPDR SERIES TRUST
+$654.0K
215,695
-3%
建仓
TFC
TRUIST FINANCIAL CORP
+$631.6K
18,522
增持
VZ
VERIZON COMMUNICATIONS INC
+$621.8K
35,427
+85%
增持
—
TIMOTHY PLAN
+$590.0K
164,651
+18%
增持
TDTT
FLEXSHARES TR
+$585.8K
40,652
+141%
减持
OCTT
ALLIANZ US LARGE CAP BUFFER 10
-$576.2K
130,276
-18%
减持
MSFT
MICROSOFT CORP
+$556.7K
13,292
-3%
增持
IUSB
ISHARES TR
+$536.2K
48,558
+28%
建仓
IEMG
ISHARES TR
+$515.7K
10,569
清仓
EEMV
ISHARES
-$499.7K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$494.9K
21,577
+10%
减持
IVV
ISHARES
-$483.6K
9,525
-17%
增持
DRSK
ETF SER SOLUTIONS
+$482.1K
897,237
+1%
建仓
BAM
BROOKFIELD ASSET MANAGEMENT
+$478.3K
14,619
减持
CVX
CHEVRON CORP NEW
-$468.6K
4,481
-33%
减持
FTSM
FIRST TR EXCHANGE TRADED FD
-$466.9K
40,573
-16%
建仓
ADSK
AUTODESK INC
+$466.5K
2,241
清仓
DVN
DEVON ENERGY CORP NEW
-$458.6K
0
-100%
增持
TGT
TARGET CORP
+$431.7K
7,027
+43%
减持
GRID
FIRST TR EXCHANGE TRADED FD
+$431.0K
42,507
-0%
清仓
KR
KROGER
-$427.9K
0
-100%
减持
FTSL
FIRST TR EXCHANGE TRADED FD
-$426.0K
48,840
-17%
减持
FPE
FIRST TR EXCHANGE TRADED FD
-$415.4K
251,906
-5%
清仓
NOC
NORTHROP GRUMMAN CORP
-$402.1K
0
-100%
清仓
OZK
BANK OZK
-$401.5K
0
-100%
减持
ITOT
ISHARES TR
-$389.3K
52,322
-13%
建仓
SCHW
SCHWAB CHARLES CORP
+$385.9K
7,367
增持
COWZ
PACER FDS TR
+$384.8K
21,013
+62%
减持
CDC
VICTORY PORTFOLIOS II
-$383.6K
36,371
-13%
增持
FDN
FIRST TR EXCHANGE TRADED FD
+$375.4K
7,982
+22%
减持
TSLA
TESLA INC
+$370.9K
6,634
-19%
清仓
TAP
MOLSON COORS BEV CO
-$370.6K
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$367.3K
12,219
+7%
减持
MELI
MERCADOLIBRE INC
+$364.9K
802
-2%
清仓
BUFG
FIRST TR EXCHNG TRADED FD VI
-$362.6K
0
-100%
清仓
SHYG
ISHARES TR
-$360.4K
0
-100%
增持
FMS
FRESENIUS MED CARE AG&CO KGA
+$350.1K
51,476
+13%
清仓
USB
US BANCORP
-$346.2K
0
-100%
清仓
ALB
ALBEMARLE
-$343.7K
0
-100%
减持
IJS
ISHARES TR
-$341.2K
23,556
-16%
建仓
SOXX
ISHARES
+$341.1K
767
建仓
GDX
VANECK
+$337.2K
10,425
清仓
BNS
BANK OF N S HALIFAX
-$332.2K
0
-100%
清仓
UNP
UNION PAC CORP
-$331.1K
0
-100%
减持
META
META PLATFORMS INC
+$326.3K
3,964
-7%
清仓
IBD
NORTHERN LTS FD TR IV
-$325.6K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$324.5K
149,302
+6%
增持
EFG
ISHARES TR
+$323.6K
8,701
+48%
清仓
FNY
FIRST TR EXCHANGE-TRADED ALP
-$299.5K
0
-100%
清仓
MCK
MCKESSON CORP
-$294.1K
0
-100%
增持
IYW
ISHARES TR
+$294.0K
11,376
+11%
减持
JNJ
JOHNSON & JOHNSON
-$288.9K
11,898
-1%
增持
ETJ
EATON VANCE RISK MNGD DIV
+$287.9K
87,575
+61%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$286.9K
3,961
-41%
建仓
HDV
ISHARES TR
+$286.6K
2,819
减持
FTCS
FIRST TR EXCHANGE TRADED FD
-$282.1K
26,183
-10%
清仓
FMF
FIRST TRUST MANAGED FUTURES
-$281.6K
0
-100%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$279.5K
10,315
-39%
减持
IUSG
ISHARES TR
+$269.0K
41,511
-1%
清仓
VICI
VICI PPTYS INC
-$267.9K
0
-100%
增持
—
MEDTRONIC PLC
+$264.7K
9,819
+45%
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$263.4K
13,250
增持
FBCG
FIDELITY BLUE CHIP GROWTH
+$262.6K
20,148
+70%
增持
VWO
VANGUARD
+$262.0K
60,691
+8%
清仓
PYPL
PAYPAL HLDGS INC
-$261.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED PORTFOL
+$260.8K
20,673
+7%
增持
MBB
ISHARES
+$258.8K
10,839
+31%
建仓
FJUN
FIRST TR EXCHANGE TRADED FD
+$254.8K
6,657
建仓
SHOP
SHOPIFY INC
+$254.7K
5,312
清仓
LNG
CHENIERE ENERGY INC
-$254.6K
0
-100%
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$251.9K
0
-100%
减持
QCOM
QUALCOMM INC
-$250.8K
2,610
-51%
建仓
QSPT
FIRST TR EXCHGN TRADED FD VI
+$244.6K
12,688
清仓
REGL
PROSHARES TR
-$243.1K
0
-100%
减持
OSCV
ETF SER SOLUTIONS
-$242.9K
563,712
-2%
建仓
PPA
INVESCO AEROSPACE & DEFENSE
+$239.0K
2,967
清仓
REXR
REXFORD INDUSTRIAL REALTY INC
-$239.0K
0
-100%
清仓
COHR
COHERENT CORP
-$237.8K
0
-100%
减持
O
REALTY INCOME CORP
-$237.5K
5,188
-42%
减持
CMBS
ISHARES TR
-$236.0K
4,638
-53%
清仓
PCYO
PURE CYCLE CORP
-$235.4K
0
-100%
增持
VTEB
VANGUARD MUN BD FD INC
+$233.0K
33,336
+13%
建仓
SLB
SCHLUMBERGER LTD
+$232.7K
4,739
清仓
TIP
ISHARES
-$232.4K
0
-100%
减持
BSV
VANGUARD BD INDEX FD INC
+$228.8K
201,453
-0%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
-$226.3K
9,539
-45%
清仓
IXUS
ISHARES TR
-$222.1K
0
-100%
建仓
QWLD
SPDR MSCI WORLD STRATEGIC FACTORS
+$219.4K
2,207
清仓
FITB
FIFTH THIRD BANCORP
-$217.2K
0
-100%
增持
BNDX
VANGUARD BD INDEX
+$216.9K
110,028
+1%
建仓
FMAR
FIRST TR EXCHANGE TRADED FD
+$216.7K
6,446
清仓
MHK
MOHAWK INDS INC
-$214.0K
0
-100%
建仓
EXR
EXTRA SPACE STORAGE INC
+$213.6K
1,311
清仓
NEE
NEXTERA ENERGY INC
-$213.3K
0
-100%
清仓
IDNA
ISHARES TR
-$213.2K
0
-100%
清仓
—
ENCORE WIRE CORP
-$212.0K
0
-100%
清仓
PSR
INVESCO ACTIVELY MANAGD ETF
-$211.3K
0
-100%
清仓
JEF
JEFFERIES FINL GROUP INC
-$209.9K
0
-100%
减持
GOOG
ALPHABET INC
+$209.1K
16,856
-3%