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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 35
增持 56
减持 40
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$25.4M
537,355
+1500%
增持
QQQ
INVESCO QQQ TR
+$18.5M
61,713
+366%
增持
SPY
SPDR S&P 500 ETF TR
+$15.6M
45,900
+299%
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。
增持
IVW
ISHARES
+$11.7M
190,560
+607%
减持
XSEP
FIRST TR EXCHNG TRADED FD VI
-$10.6M
186,312
-64%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$6.0M
0
-100%
建仓
EEM
ISHARES
+$6.0M
150,475
建仓
GJUN
FIRST TR EXCHANGE TRADED FD
+$5.5M
183,782
减持
DBMF
LITMAN GREGORY FUNDS
-$5.5M
31,799
-87%
建仓
NAPR
INNOVATOR ETFS TR
+$5.5M
130,925
增持
IVE
ISHARES
+$5.0M
60,115
+95%
增持
KMLM
KFA MOUNT LUCAS MANAGED FUTURES
+$4.9M
364,006
+72%
增持
IYW
ISHARES TR
+$4.2M
48,305
+325%
减持
RISR
TOROSO INVESTMENTS
-$3.9M
76,161
-63%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$3.9M
210,685
+1490%
建仓
BIL
SPDR SER TR
+$3.4M
37,162
建仓
UITB
VICTORY PORTFOLIOS II
+$3.4M
73,122
增持
IWM
ISHARES TR
+$3.1M
18,139
+866%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
-$3.0M
195,559
-34%
减持
OCTT
ALLIANZ US LARGE CAP BUFFER 10
-$2.9M
32,460
-75%
减持
SHV
ISHARES
-$2.9M
13,833
-65%
减持
OCTW
ALLIANZ US LARGE CAP BUFFER 20
-$2.7M
9,074
-91%
减持
XDEC
FIRST TR CBOE VEST US EQUITY ENH & MOD BUFF
-$2.4M
51,126
-61%
减持
AAPL
APPLE INC
+$2.2M
86,763
-2%
建仓
LGOV
FIRST TR LNG DUR OPRTUN
+$2.1M
96,028
增持
BND
VANGUARD BD INDEX FD INC
+$2.1M
137,691
+29%
减持
DNP
DNP SELECT INCOME FD INC
-$2.0M
247,407
-41%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$2.0M
253,065
+15%
增持
AMZN
AMAZON COM INC
+$1.8M
68,045
+0%
清仓
OMFS
INVESCO EXCH TRADED FD TR II
-$1.8M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
35,024
+7%
增持
VIG
VANGUARD SPECIALIZED PORTFOL
+$1.7M
30,295
+47%
建仓
APRT
ALLIANZ US LARGE CAP BUFFER 10 APR
+$1.7M
55,221
减持
IJS
ISHARES TR
-$1.7M
5,184
-78%
建仓
RDVI
FIRST TR CBOE VEST RISING
+$1.6M
74,167
减持
QJUN
FIRST TR EXCHANGE TRADED FD I
-$1.5M
218,520
-30%
清仓
TDIV
FIRST TR EXCHANGE TRADED FD
-$1.4M
0
-100%
减持
NVDA
NVIDIA CORP
+$1.4M
9,813
-2%
减持
IJJ
ISHARES TR
-$1.3M
26,520
-35%
增持
BSV
VANGUARD BD INDEX FD INC
+$1.3M
220,930
+10%
清仓
IYJ
ISHARES TR
-$1.3M
0
-100%
增持
BTI
BRITISH AMERN TOB PLC
+$1.3M
104,897
+67%
减持
DRSK
ETF SER SOLUTIONS
-$1.3M
886,852
-1%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.2M
37,614
+47%
增持
DIA
SPDR DOW JONES INDL AVRG ETF
+$1.2M
14,954
+26%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.1M
17,847
+46%
清仓
FMS
FRESENIUS MED CARE AG&CO KGA
-$1.1M
0
-100%
减持
IJK
ISHARES
-$1.1M
18,486
-46%
建仓
USB
US BANCORP DEL
+$980.9K
29,689
增持
EFA
ISHARES
+$957.7K
58,980
+27%
清仓
SHYD
VANECK
-$932.2K
0
-100%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$847.8K
114,064
+28%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$833.6K
13,516
+11%
减持
MO
ALTRIA GROUP INC
-$798.3K
33,773
-35%
增持
FTCS
FIRST TR EXCHANGE TRADED FD
+$758.0K
35,532
+36%
减持
TGT
TARGET CORP
-$747.2K
3,160
-55%
清仓
TD
TORONTO DOMINION BANK
-$716.9K
0
-100%
减持
MSFT
MICROSOFT CORP
+$690.1K
13,279
-0%
建仓
MAYT
ALLIANCE US LARGE CAP BUFFER 10 MAY
+$626.3K
23,800
增持
MINT
PIMCO ETF TR
+$618.6K
45,692
+15%
建仓
DAPR
FIRST TR EXCHGN TRADED FD VI
+$616.5K
20,054
增持
SCHD
SCHWAB STRATEGIC TR
+$615.3K
158,886
+6%
建仓
CALF
PACER FDS TR
+$591.8K
14,540
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$590.3K
45,106
+6%
增持
VOO
VANGUARD INDEX FDS
+$576.4K
5,803
+22%
减持
SPYG
SPDR SERIES TRUST
+$572.7K
205,107
-5%
建仓
DJUN
FIRST TR EXCHANGE TRADED FD
+$548.9K
15,227
增持
VEA
VANGUARD TAX MANAGED INTL FD
+$541.5K
171,768
+5%
清仓
STT
STATE STREET CORP
-$540.1K
0
-100%
增持
FDL
FIRST TR EXCHANGE TR
+$533.5K
30,786
+113%
增持
TSLA
TESLA INC
+$532.3K
7,291
+10%
减持
ENB
ENBRIDGE INC
-$527.0K
13,385
-50%
增持
VTV
VANGUARD INDEX FDS
+$524.1K
59,678
+4%
增持
IYF
ISHARES TR
+$522.1K
22,198
+39%
建仓
FXZ
FIRST TR MATERIALS ALPH
+$516.6K
8,048
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$515.9K
13,239
增持
XLK
SELECT SECTOR SPDR TR
+$515.8K
7,017
+50%
增持
LLY
LILLY ELI & CO
+$513.8K
3,891
+2%
增持
VB
VANGUARD INDEX FDS
+$499.4K
23,076
+7%
减持
TDTT
FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS
-$493.3K
20,791
-49%
增持
IWV
ISHARES
+$492.6K
11,279
+12%
清仓
FSLR
FIRST SOLAR INC
-$491.3K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$489.2K
11,360
+15%
建仓
VPU
VANGUARD WORLD FDS
+$486.1K
3,419
减持
ADME
ETF SER SOLUTIONS
+$485.6K
405,726
-2%
减持
ACIO
ETF SER SOLUTIONS
+$473.2K
887,682
-1%
清仓
TRP
TC ENERGY CORP
-$471.7K
0
-100%
清仓
MED
MEDIFAST INC
-$471.6K
0
-100%
增持
HDV
ISHARES TR
+$470.3K
7,510
+166%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$461.7K
11,954
清仓
SRLN
SPDR SERIES TRUST
-$455.9K
0
-100%
建仓
OKE
ONEOK INC NEW
+$452.2K
7,327
建仓
IOO
ISHARES
+$444.3K
5,842
减持
MTUM
ISHARES TR
-$443.6K
2,663
-55%
减持
FTSM
FIRST TR EXCHANGE TRADED FD
-$433.9K
33,338
-18%
减持
UNH
UNITEDHEALTH GROUP INC
-$420.3K
600
-60%
清仓
NVS
NOVARTIS AG
-$420.1K
0
-100%
建仓
JPST
JP MORGAN CHASE & CO
+$417.2K
8,320
减持
FBND
FIDELITY TOTAL BOND
-$415.1K
99,238
-7%
建仓
JEPQ
JP MORGAN CHASE & CO
+$391.3K
8,090
增持
USMV
ISHARES TR
+$388.4K
55,402
+8%
增持
EOG
EOG RES INC
+$382.6K
5,447
+159%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$376.7K
37,300
+72%
建仓
OZK
BANK OZK
+$376.0K
9,361
建仓
DMAY
FIRST TR EXCHNG TRADED FD VI
+$365.6K
10,660
减持
MDY
SPDR SERIES TRUST
-$355.3K
996
-45%
减持
IYM
ISHARES
-$349.8K
6,946
-28%
增持
META
META PLATFORMS INC
+$344.8K
4,129
+4%
建仓
RY
ROYAL BK CDA SUSTAINABL
+$343.4K
3,595
增持
QSPT
FIRST TR EXCHGN TRADED FD VI
+$340.4K
27,422
+116%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$340.2K
24,462
+137%
清仓
GDX
VANECK
-$337.2K
0
-100%
清仓
QCOM
QUALCOMM INC
-$333.0K
0
-100%
增持
JUCY
ETF SER SOLUTIONS
-$329.8K
646,002
+0%
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$321.2K
0
-100%
建仓
ROBT
FIRST TR NASDQ ARTFCIAL
+$319.1K
6,988
建仓
RSPN
INVESCO EXCHANGE TRADED FD T
+$316.5K
1,547
减持
GILD
GILEAD SCIENCES INC
-$314.2K
3,780
-48%
增持
TLT
ISHARES
-$312.6K
92,554
+0%
减持
IUSG
ISHARES TR
+$311.0K
40,925
-1%
增持
FTSL
FIRST TR EXCHANGE TRADED FD
+$310.9K
55,638
+14%
增持
FBCG
FIDELITY BLUE CHIP GROWTH
+$310.0K
27,664
+37%
增持
NOBL
PROSHARES TR
+$308.0K
14,561
+25%
减持
CDC
VICTORY PORTFOLIOS II
-$297.6K
33,112
-9%
增持
COWZ
PACER FDS TR
+$295.5K
26,781
+27%
增持
FNX
FIRST TR MID CP CORE ALPHA D
+$291.8K
27,235
+5%
减持
ITOT
ISHARES TR
+$285.9K
51,345
-2%
增持
BNY
BANK OF NEW YORK MELLON
+$283.5K
12,607
+106%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$276.6K
5,648
清仓
SHY
ISHARES
-$275.1K
0
-100%
建仓
QDEC
FIRST TR EXCHANGE TRADED FD
+$272.5K
12,172
减持
GOOG
ALPHABET INC
+$269.6K
16,720
-1%
减持
ABBV
ABBVIE INC
-$267.5K
9,091
-3%
减持
IVV
ISHARES
+$259.9K
9,368
-2%
建仓
RNEM
FIRST TR EMERGING MKTS
+$256.1K
5,271
建仓
ARKF
ARKF ETF TR
+$253.3K
12,114
建仓
MOAT
VANECK ETF TRUST
+$251.3K
3,149
建仓
RSPM
INVESCO EXCHANGE TRADED FD T
+$250.0K
1,540
增持
EPD
ENTERPRISE PROD PARTNERS L
+$249.0K
188,532
+3%
增持
VTEB
VANGUARD MUN BD FD INC
+$243.7K
38,481
+15%
增持
BIV
VANGUARD BD INDEX FD INC
+$242.7K
59,237
+8%
增持
TFC
TRUIST FINANCIAL CORP
+$240.5K
28,736
+55%
建仓
PTNQ
PACER FDS TR
+$237.0K
3,818
减持
MELI
MERCADOLIBRE INC
-$231.4K
697
-13%
减持
DVY
ISHARES
-$231.2K
2,419
-44%
清仓
MU
MICRON TECHNOLOGY INC
-$230.6K
0
-100%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC
+$225.9K
176
清仓
VDE
VANGUARD
-$223.8K
0
-100%
减持
—
MEDTRONIC PLC
-$222.7K
6,458
-34%
建仓
JQUA
JP MORGAN CHASE & CO
+$222.6K
5,026
