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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 30
增持 38
减持 64
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$14.1M
191,124
+414%
增持
SPYM
SPDR SERIES TRUST
+$13.4M
348,285
+347%
建仓
SPDW
SPDR INDEX SHS FDS
+$11.2M
360,726
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。
减持
FLV
AMERICAN CENTY ETF TR
-$10.3M
262,542
-38%
增持
IWV
ISHARES
+$9.0M
48,241
+328%
建仓
JAAA
JANUS DETROIT STR TR
+$8.8M
175,662
减持
BSV
VANGUARD BD INDEX FD INC
-$7.8M
118,779
-46%
建仓
BKAG
BNY MELLON ETF TRUST
+$6.8M
168,437
增持
IVW
ISHARES
+$6.1M
285,922
+50%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$6.1M
121,542
减持
EEM
ISHARES
-$5.4M
13,403
-91%
减持
IVE
ISHARES
-$5.4M
27,657
-54%
减持
ADME
ETF SER SOLUTIONS
-$5.2M
273,798
-33%
增持
IJJ
ISHARES TR
+$5.1M
79,172
+199%
建仓
TBIL
RBB FD INC
+$5.0M
99,977
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$5.0M
246,667
+561%
减持
XSEP
FIRST TR EXCHNG TRADED FD VI
-$4.7M
46,331
-75%
减持
DRSK
ETF SER SOLUTIONS
-$4.6M
748,363
-16%
清仓
FBND
FIDELITY TOTAL BOND
-$4.5M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$4.5M
37,118
-19%
减持
TLT
ISHARES
-$4.4M
57,731
-38%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$4.4M
140,583
+306%
增持
COWZ
PACER FDS TR
+$4.3M
112,824
+321%
建仓
PYLD
PIMCO ETF TR
+$4.3M
174,361
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$4.2M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$3.8M
52,907
-14%
增持
LGOV
FIRST TR LNG DUR OPRTUN
+$3.7M
286,710
+199%
减持
USFR
WISDOMTREE TR
-$3.6M
466,003
-13%
减持
SCHD
SCHWAB STRATEGIC TR
-$3.5M
113,226
-29%
增持
IYM
ISHARES
+$3.5M
35,166
+406%
增持
VIG
VANGUARD SPECIALIZED PORTFOL
+$3.5M
53,948
+78%
减持
OSCV
ETF SER SOLUTIONS
-$3.2M
476,475
-14%
增持
FMB
FIRST TR EXCHANGE TRADED FD I
+$3.1M
76,293
+517%
减持
ACIO
ETF SER SOLUTIONS
-$2.9M
811,169
-9%
减持
IWM
ISHARES TR
-$2.9M
2,854
-84%
减持
AAPL
APPLE INC
-$2.7M
82,475
-5%
清仓
RISR
TOROSO INVESTMENTS
-$2.5M
0
-100%
增持
UITB
VICTORY PORTFOLIOS II
+$2.0M
121,581
+66%
增持
BND
VANGUARD BD INDEX FD INC
+$2.0M
172,586
+25%
减持
DIA
SPDR DOW JONES INDL AVRG ETF
-$1.9M
9,827
-34%
减持
EFA
ISHARES
-$1.8M
35,336
-40%
增持
FTCS
FIRST TR EXCHANGE TRADED FD
+$1.8M
60,924
+71%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.7M
43,650
+673%
建仓
IYZ
ISHARES TR
+$1.7M
80,681
建仓
IYC
ISHARES TR
+$1.7M
25,099
清仓
IYF
ISHARES TR
-$1.7M
0
-100%
增持
DVY
ISHARES
+$1.6M
17,638
+629%
减持
CDC
VICTORY PORTFOLIOS II
-$1.6M
5,853
-82%
减持
JUCY
ETF SER SOLUTIONS
-$1.5M
586,010
-9%
增持
IJS
ISHARES TR
+$1.4M
21,337
+312%
减持
VEA
VANGUARD TAX MANAGED INTL FD
-$1.3M
151,186
-12%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$1.3M
22,966
-39%
建仓
TRP
TC ENERGY CORP
+$1.3M
38,013
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$1.2M
18,631
-60%
减持
TBF
PROSHARES TR
-$1.2M
72,233
-49%
建仓
BJUL
INNOVATOR ETFS TR
+$1.2M
35,760
增持
CALF
PACER FDS TR
+$1.2M
43,350
+198%
减持
VTEB
VANGUARD MUN BD FD INC
-$1.2M
15,610
-59%
减持
MO
ALTRIA GROUP INC
-$1.2M
8,654
-74%
建仓
XBIL
RBB FD INC
+$1.1M
21,017
建仓
OBIL
RBB FD INC
+$1.0M
20,748
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$997.4K
237,684
-6%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$975.5K
40,114
-11%
减持
RDVI
FIRST TR CBOE VEST RISING
-$960.4K
31,762
-57%
建仓
SCHG
SCHWAB STRATEGIC TR
+$923.0K
12,697
增持
SPYG
SPDR SERIES TRUST
+$907.4K
226,398
+10%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$878.6K
0
-100%
增持
MOAT
VANECK ETF TRUST
+$877.7K
14,890
+373%
减持
VUG
VANGUARD INDEX FDS
-$865.6K
33,216
-5%
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$863.0K
22,515
减持
APRT
ALLIANZ US LARGE CAP BUFFER 10 APR
-$841.2K
28,983
-48%
减持
AMZN
AMAZON COM INC
-$834.3K
63,217
-7%
增持
KMLM
KFA MOUNT LUCAS MANAGED FUTURES
+$827.4K
365,933
+1%
减持
JEPI
JP MORGAN CHASE & CO
-$803.0K
73,071
-14%
减持
SPTM
SPDR SERIES TRUST
-$787.7K
7,357
-66%
增持
FDL
FIRST TR EXCHANGE TR
+$770.0K
54,322
+76%
减持
VZ
VERIZON COMMUNICATIONS INC
-$768.6K
18,722
-49%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$764.1K
124,602
-8%
减持
VTV
VANGUARD INDEX FDS
-$761.3K
55,965
-6%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$750.8K
140,976
+24%
减持
EPD
ENTERPRISE PROD PARTNERS L
-$726.8K
154,944
-18%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$696.9K
0
-100%
增持
EMXC
ISHARES TR
+$690.3K
166,569
+14%
增持
ENB
ENBRIDGE INC
+$675.8K
35,241
+163%
建仓
FOCT
FIRST TR EXCHNG TRADED FD VI
+$659.0K
18,032
增持
IJK
ISHARES
+$652.5K
28,220
+53%
建仓
REXR
REXFORD INDL RLTY INC
+$645.0K
13,060
建仓
BAX
BAXTER INTL INC
+$615.0K
16,287
减持
IUSB
ISHARES TR
-$607.6K
40,897
-22%
减持
GOVT
ISHARES TR
-$579.8K
27,214
-47%
建仓
AMT
AMERICAN TOWER CORP NEW
+$535.0K
3,251
建仓
TFLO
ISHARES TR
+$532.0K
10,476
增持
UGI
UGI CORP
+$516.2K
50,445
+111%
清仓
ESGU
ISHARES TR
-$503.1K
0
-100%
清仓
TDTT
FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS
-$489.2K
0
-100%
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$485.0K
13,093
减持
EMLP
FIRST TR EXCHANGE TRADED FD
-$476.1K
8,871
-66%
清仓
OKE
ONEOK INC NEW
-$452.2K
0
-100%
减持
FIW
FIRST TR EXCHANGE TRADED FD
-$451.2K
5,451
-46%
减持
XDEC
FIRST TR CBOE VEST US EQUITY ENH & MOD BUFF
-$438.2K
37,389
-27%
建仓
—
ASTRAZENECA PLC
+$426.0K
6,286
增持
NAPR
INNOVATOR ETFS TR
+$414.7K
140,432
+7%
减持
TPSC
TIMOTHY PLAN
-$411.4K
12,638
-50%
清仓
RSPU
INVESCO EXCHANGE TRADED FD T
-$405.6K
0
-100%
增持
MINT
PIMCO ETF TR
+$398.7K
49,501
+8%
减持
ADBE
ADOBE INC
-$390.3K
604
-58%
减持
BA
BOEING CO
-$385.3K
7,979
-12%
减持
TFC
TRUIST FINANCIAL CORP
-$383.1K
17,079
-41%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$380.7K
0
-100%
建仓
PNC
PNC FINL SVCS GROUP INC
+$380.0K
3,083
减持
QUAL
ISHARES TR
-$379.4K
5,038
-35%
清仓
OZK
BANK OZK
-$376.0K
0
-100%
减持
BTI
BRITISH AMERN TOB PLC
-$375.6K
98,902
-6%
减持
—
TIMOTHY PLAN
-$371.3K
151,411
-6%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$360.5K
20,850
+17%
减持
SPTL
SPDR SERIES TRUST
-$357.3K
92,902
-0%
建仓
—
ASML HOLDING N V
+$354.0K
602
减持
SPTS
SPDR SER TR
-$352.8K
9,868
-55%
减持
EFG
ISHARES TR
-$340.7K
5,956
-34%
减持
BLV
VANGUARD BD INDEX FDS
-$332.9K
37,989
-1%
清仓
FXN
FIRST TR ENERGY ALPHA
-$326.8K
0
-100%
增持
BNY
BANK OF NEW YORK MELLON
+$326.7K
20,817
+65%
增持
FBCG
FIDELITY BLUE CHIP GROWTH
+$325.0K
39,654
+43%
减持
MBB
ISHARES
-$324.3K
8,493
-27%
减持
—
MEDTRONIC PLC
-$323.0K
3,136
-51%
增持
ROBT
FIRST TR NASDQ ARTFCIAL
+$318.9K
15,761
+126%
减持
SU
SUNCOR ENERGY INC
-$317.7K
34,955
-33%
建仓
CSL
CARLISLE COS INC
+$317.0K
1,221
减持
OCTT
ALLIANZ US LARGE CAP BUFFER 10
-$314.9K
23,151
-29%
清仓
WPC
W P CAREY INC
-$307.1K
0
-100%
增持
LLY
LILLY ELI & CO
+$297.2K
3,950
+2%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$294.9K
5,770
-56%
减持
BIV
VANGUARD BD INDEX FD INC
-$285.4K
57,688
-3%
增持
RWM
PROSHARES TR
+$283.2K
85,807
+9%
建仓
PAYX
PAYCHEX INC
+$280.0K
2,429
清仓
QDEC
FIRST TR EXCHANGE TRADED FD
-$272.5K
0
-100%
建仓
XJUL
FIRST TR EXCHNG TRADED FD VI
+$271.0K
8,993
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$265.0K
2,643
减持
BNDX
VANGUARD BD INDEX
-$259.1K
108,517
-3%
建仓
TIP
ISHARES TR
+$258.0K
2,490
建仓
PAVE
GLOBAL X FDS
+$250.0K
8,224
减持
ITOT
ISHARES TR
-$248.7K
50,692
-1%
减持
USMV
ISHARES TR
-$248.1K
53,472
-3%
清仓
TLH
ISHARES TR
-$247.8K
0
-100%
增持
—
PROSHARES TR
+$246.7K
132,257
+10%
清仓
—
AMERICAN FIN TR INC
-$244.8K
0
-100%
增持
NVDA
NVIDIA CORP
+$244.7K
10,106
+3%
建仓
LQD
ISHARES TR
+$243.0K
2,378
清仓
TPLC
TIMOTHY PLAN
-$241.8K
0
-100%
减持
IEMG
ISHARES TR
-$241.7K
6,326
-43%
