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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 11
增持 69
减持 43
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$17.0M
512,932
+192%
减持
BIL
SPDR SER TR
-$14.8M
30,486
-84%
减持
IVW
ISHARES
-$10.6M
118,843
-58%
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
KMLM
KFA MOUNT LUCAS MANAGED FUTURES
-$7.8M
143,451
-61%
增持
QQQ
INVESCO QQQ TR
+$6.9M
63,192
+19%
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$6.9M
311,353
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$6.8M
245,482
+102%
建仓
DJUL
FIRST TR EXCHNG TRADED FD VI
+$6.0M
164,598
清仓
UITB
VICTORY PORTFOLIOS II
-$5.4M
0
-100%
增持
DIA
SPDR DOW JONES INDL AVRG ETF
+$4.8M
21,563
+119%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
-$4.5M
55,009
-71%
减持
IYM
ISHARES
-$4.2M
1,658
-95%
减持
IYW
ISHARES TR
-$4.0M
9,783
-80%
增持
SPY
SPDR S&P 500 ETF TR
+$3.8M
41,423
+12%
增持
ACIO
ETF SER SOLUTIONS
+$2.7M
825,114
+2%
增持
IJJ
ISHARES TR
+$2.5M
91,956
+16%
增持
VB
VANGUARD INDEX FDS
+$2.5M
31,985
+39%
减持
NAPR
INNOVATOR ETFS TR
-$2.2M
82,461
-41%
减持
BTI
BRITISH AMERN TOB PLC
-$2.2M
31,639
-68%
增持
SPYM
SPDR SERIES TRUST
+$2.1M
351,377
+1%
增持
IVE
ISHARES
+$2.1M
36,607
+32%
增持
OSCV
ETF SER SOLUTIONS
+$1.9M
485,739
+2%
清仓
TBF
PROSHARES TR
-$1.8M
0
-100%
减持
JEPI
JP MORGAN CHASE & CO
-$1.8M
28,512
-61%
清仓
IYZ
ISHARES TR
-$1.7M
0
-100%
增持
TRP
TC ENERGY CORP
+$1.7M
76,493
+101%
减持
DVY
ISHARES
-$1.6M
2,226
-87%
建仓
KNG
FIRST TR EXCHANGE TRADED FD
+$1.6M
30,592
清仓
SHV
ISHARES
-$1.6M
0
-100%
减持
IWV
ISHARES
-$1.6M
37,442
-22%
增持
IJS
ISHARES TR
+$1.5M
33,499
+57%
增持
SPYG
SPDR SERIES TRUST
+$1.5M
229,647
+1%
增持
DRSK
ETF SER SOLUTIONS
+$1.5M
750,759
+0%
增持
SPTS
SPDR SER TR
+$1.5M
60,346
+512%
增持
BND
VANGUARD BD INDEX FD INC
+$1.5M
183,578
+6%
增持
SPDW
SPDR INDEX SHS FDS
+$1.4M
371,446
+3%
增持
FLV
AMERICAN CENTY ETF TR
+$1.4M
267,637
+2%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.4M
238,470
+0%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.3M
26,176
减持
FTGC
FIRST TR EXCHANGE TRADED FD
-$1.3M
12,995
-81%
增持
TLT
ISHARES
+$1.3M
65,079
+13%
建仓
QDEC
FIRST TR EXCHNG TRADED FD VI
+$1.3M
54,633
增持
EMXC
ISHARES TR
+$1.3M
172,539
+4%
减持
AMZN
AMAZON COM INC
+$1.3M
61,114
-3%
清仓
BJUL
INNOVATOR ETFS TR
-$1.2M
0
-100%
清仓
SU
SUNCOR ENERGY INC
-$1.2M
0
-100%
清仓
UGI
UGI CORP
-$1.2M
0
-100%
增持
ADME
ETF SER SOLUTIONS
+$1.1M
277,927
+2%
增持
FNX
FIRST TR MID CP CORE ALPHA D
+$1.1M
35,572
+23%
减持
AAPL
APPLE INC
+$1.1M
78,820
-4%
减持
VUG
VANGUARD INDEX FDS
+$1.0M
32,426
-2%
减持
DOG
PROSHARES TR
-$989.0K
30,598
-46%
增持
ITOT
ISHARES TR
+$984.0K
54,724
+8%
减持
EPD
ENTERPRISE PROD PARTNERS L
-$932.0K
125,567
-19%
增持
IVV
ISHARES
+$928.0K
10,386
+11%
清仓
SCHG
SCHWAB STRATEGIC TR
-$923.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$918.0K
14,158
+1%
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$899.0K
33,288
减持
EFA
ISHARES
-$866.0K
20,825
-41%
增持
FMB
FIRST TR EXCHANGE TRADED FD I
+$843.0K
88,494
+16%
增持
CALF
PACER FDS TR
+$835.0K
55,037
+27%
增持
VIG
VANGUARD SPECIALIZED PORTFOL
+$831.0K
54,068
+0%
建仓
NXST
NEXSTAR MEDIA GROUP INC
+$785.0K
5,009
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$784.0K
20,108
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$739.0K
9,036
+86%
增持
VEA
VANGUARD TAX MANAGED INTL FD
+$709.0K
152,794
+1%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$676.0K
147,704
+5%
增持
COWZ
PACER FDS TR
+$672.0K
120,204
+7%
减持
GJUN
FIRST TR EXCHANGE TRADED FD
-$669.0K
146,457
-19%
减持
QJUN
FIRST TR EXCHANGE TRADED FD I
-$658.0K
166,068
-22%
增持
VTV
VANGUARD INDEX FDS
+$651.0K
55,988
+0%
清仓
REXR
REXFORD INDL RLTY INC
-$645.0K
0
-100%
减持
USB
US BANCORP DEL
-$643.0K
13,356
-64%
减持
SDVY
FIRST TR EXCHANGE TRADED FD
+$629.0K
140,639
-0%
清仓
BAX
BAXTER INTL INC
-$615.0K
0
-100%
清仓
LMBS
FIRST TR EXCHANGE TRADED FD
-$612.0K
0
-100%
减持
BNY
BANK OF NEW YORK MELLON
-$602.0K
5,491
-74%
增持
IYY
ISHARES TR
+$597.0K
25,941
+12%
增持
BKAG
BNY MELLON ETF TRUST
+$596.0K
173,754
+3%
增持
VTI
VANGUARD INDEX FDS
+$587.0K
13,488
+10%
增持
ORLY
OREILLY AUTOMOTIVE INC NEW
+$578.0K
2,033
+36%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$571.0K
128,950
+3%
增持
WMT
WAL-MART STORES INC
+$568.0K
13,247
+39%
增持
PZA
INVESCO EXCHANGE TRADED FD TR
+$568.0K
120,337
+14%
减持
IYC
ISHARES TR
-$564.0K
14,733
-41%
增持
DECW
ALLIANZ US LARGE CAP BUFFER 20
+$552.0K
28,340
+196%
减持
FTCS
FIRST TR EXCHANGE TRADED FD
-$508.0K
49,702
-18%
减持
BA
BOEING CO
+$500.0K
7,783
-2%
清仓
SJB
PROSHARES TR
-$499.0K
0
-100%
清仓
TFC
TRUIST FINANCIAL CORP
-$489.0K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$475.0K
0
-100%
减持
DBMF
LITMAN GREGORY FUNDS
-$471.0K
18,701
-43%
增持
IDUB
ETF SER SOLUTIONS
+$470.0K
370,817
+2%
建仓
ZTS
ZOETIS INC
+$470.0K
2,382
减持
—
TIMOTHY PLAN
-$453.0K
148,812
-14%
减持
ABBV
ABBVIE INC
-$434.0K
5,944
-35%
减持
EOG
EOG RES INC
-$431.0K
2,085
-61%
增持
AMD
ADVANCED MICRO DEVICES INC
+$412.0K
6,651
+20%
减持
LGOV
FIRST TR LNG DUR OPRTUN
+$411.0K
281,286
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$405.0K
8,801
+12%
增持
USFR
WISDOMTREE TR
+$396.0K
474,615
+2%
减持
MA
MASTERCARD INCORPORATED
-$393.0K
2,068
-36%
增持
NOBL
PROSHARES TR
+$391.0K
18,620
+19%
增持
BIV
VANGUARD BD INDEX FD INC
+$380.0K
59,590
+3%
减持
FOCT
FIRST TR EXCHNG TRADED FD VI
-$365.0K
7,561
-58%
增持
SPHD
INVESCO EXCHANGE TRADED FD TR
+$363.0K
12,585
+82%
减持
—
TIMOTHY PLAN
-$357.0K
130,465
-14%
减持
LNC
LINCOLN NATL CORP IND
-$357.0K
14,666
-52%
增持
PYLD
PIMCO ETF TR
+$356.0K
179,871
+3%
清仓
—
ASML HOLDING N V
-$354.0K
0
-100%
清仓
BAM
BROOKFIELD ASSET MANAGEMENT
-$344.0K
0
-100%
清仓
FJUN
FIRST TR EXCHANGE TRADED FD
-$343.0K
0
-100%
增持
BLV
VANGUARD BD INDEX FDS
+$332.0K
38,614
+2%
减持
RWM
PROSHARES TR
-$326.0K
83,068
-3%
增持
MOAT
VANECK ETF TRUST
+$325.0K
17,130
+15%
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$322.0K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$318.0K
4,414
+36%
增持
JPIE
JP MORGAN CHASE & CO
+$317.0K
47,560
+14%
清仓
CSL
CARLISLE COS INC
-$317.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$312.0K
6,575
+1%
增持
JEPQ
JP MORGAN CHASE & CO
+$307.0K
16,179
+52%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$305.0K
44,861
+3%
增持
MINT
PIMCO ETF TR
+$300.0K
52,685
+6%
减持
NVDA
NVIDIA CORP
+$297.0K
9,477
-6%
增持
OBIL
RBB FD INC
+$296.0K
26,664
+29%
减持
VTEB
VANGUARD MUN BD FD INC
-$295.0K
8,923
-43%
增持
AVGO
BROADCOM INC
+$294.0K
710
+18%
增持
VXUS
VANGUARD STAR FD
+$293.0K
19,247
+25%
建仓
TFII
TFI INTL INC
+$289.0K
2,114
增持
EUSA
ISHARES
+$289.0K
29,415
+1%
减持
—
EXXON MOBIL CORP
-$282.0K
9,984
-8%
增持
XBIL
RBB FD INC
+$273.0K
26,554
+26%
清仓
XJUL
FIRST TR EXCHNG TRADED FD VI
-$271.0K
0
-100%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$271.0K
10,002
减持
IUSG
ISHARES TR
+$269.0K
39,661
-3%
清仓
ADSK
AUTODESK INC
-$268.0K
0
-100%
清仓
FMHI
FIRST TR EXCH TRADED FD III
-$267.0K
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$264.0K
25,266
+33%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$261.0K
0
-100%
清仓
DMAY
FIRST TR EXCHNG TRADED FD VI
-$260.0K
0
-100%
增持
FBCG
FIDELITY BLUE CHIP GROWTH
+$255.0K
42,129
+6%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$255.0K
1,241
增持
DNP
DNP SELECT INCOME FD INC
-$249.0K
258,175
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$243.0K
13,149
+4%
增持
BAC
BANK OF AMERICA
+$242.0K
17,164
+40%
减持
—
PROSHARES TR
-$242.0K
128,751
-3%
清仓
VFH
VANGUARD WORLD FDS
-$240.0K
0
-100%
清仓
CMS
CMS ENERGY CORP
-$239.0K
0
-100%
清仓
DNOV
FIRST TR EXCHNG TRADED FD VI
-$235.0K
0
-100%
减持
SPTL
SPDR SERIES TRUST
+$231.0K
91,668
-1%
