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Financial Management Professionals, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Financial Management Professionals, Inc.
报告期 2026-03-31 · CIK 0001568132
持仓数
962
前50大市值合计
$812.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 26
增持 55
减持 44
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
VV
VANGUARD INDEX FDS
-$24.1M
1,953
-98%
减持
FDHY
FIDELITY COVINGTON TRUST
-$16.7M
3,240
-99%
增持
IVV
ISHARES TR
+$14.8M
31,121
+518583%
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。
建仓
ITOT
ISHARES TR
+$9.1M
84,922
建仓
IJH
ISHARES TR
+$9.1M
32,035
增持
GSLC
GOLDMAN SACHS ETF TR
+$8.4M
638,430
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$7.6M
14,914
-56%
增持
SCHE
SCHWAB STRATEGIC TR
+$6.2M
208,100
+147489%
建仓
JPIE
J P MORGAN EXCHANGE-TRADED F
+$5.9M
118,254
建仓
HEFA
ISHARES TR
+$4.7M
131,974
清仓
EFV
ISHARES TR
-$4.5M
0
-100%
建仓
VCR
VANGUARD WORLD FDS
+$4.4M
12,838
增持
VOO
VANGUARD INDEX FDS
+$4.1M
69,163
+4%
增持
BND
VANGUARD BD INDEX FDS
+$3.9M
126,587
+58%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$3.4M
64,764
建仓
DFAI
DIMENSIONAL ETF TRUST
+$3.4M
116,058
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$3.3M
528,064
+5%
减持
XRT
SPDR SER TR
-$3.2M
235
-99%
清仓
XLU
SELECT SECTOR SPDR TR
-$3.1M
0
-100%
增持
IWB
ISHARES TR
+$2.5M
104,363
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.4M
30,110
+211%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.4M
271,424
+5%
建仓
SGOL
ABERDEEN STD GOLD ETF TR
+$2.4M
134,667
减持
—
WORLD GOLD TR
-$2.3M
547,647
-22%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$2.2M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$2.1M
11
-100%
减持
GSIE
GOLDMAN SACHS ETF TR
-$2.0M
478,914
-13%
增持
SMLF
ISHARES TR
+$1.9M
339,395
+4%
建仓
PXE
INVESCO EXCHANGE TRADED FD T
+$1.9M
98,924
增持
SCHX
SCHWAB STRATEGIC TR
+$1.7M
108,268
+6%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.2M
130,198
+30%
建仓
XSD
SPDR SER TR
+$1.1M
4,397
增持
JPIB
J P MORGAN EXCHANGE-TRADED F
+$1.0M
203,878
+13%
清仓
XME
SPDR SER TR
-$1.0M
0
-100%
增持
XHB
SPDR SER TR
+$983.0K
11,976
+1847%
建仓
BFST
BUSINESS FIRST BANCSHARES IN
+$849.0K
30,000
减持
VTI
VANGUARD INDEX FDS
+$772.0K
45,900
-1%
减持
MDYV
SPDR SER TR
-$735.0K
143
-99%
建仓
AGG
ISHARES TR
+$659.0K
5,780
减持
AAPL
APPLE INC
+$621.0K
28,422
-9%
增持
IEMG
ISHARES INC
+$581.0K
157,938
+10%
增持
IVE
ISHARES TR
+$561.0K
39,199
+2%
增持
VO
VANGUARD INDEX FDS
+$531.0K
26,590
+1%
减持
RWR
SPDR SER TR
+$442.0K
29,352
-2%
减持
IYW
ISHARES TR
+$409.0K
40,910
-3%
增持
HYS
PIMCO ETF TR
+$351.0K
170,368
+2%
清仓
BCSF
BAIN CAP SPECIALTY FIN INC
-$256.0K
0
-100%
建仓
IVOV
VANGUARD ADMIRAL FDS INC
+$255.0K
1,511
增持
TSLA
TESLA INC
+$231.0K
783
+2%
建仓
EWJ
ISHARES INC
+$182.0K
2,716
减持
NVDA
NVIDIA CORPORATION
+$166.0K
2,318
-7%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$165.0K
91,691
+2%
建仓
PXI
INVESCO EXCHANGE TRADED FD T
+$152.0K
4,951
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$147.0K
74,729
-3%
增持
PFE
PFIZER INC
+$146.0K
8,964
+1%
增持
NFLX
NETFLIX INC
+$139.0K
416
+127%
建仓
CNM
CORE & MAIN INC
+$132.0K
4,351
清仓
BFH
ALLIANCE DATA SYSTEMS CORP
-$124.0K
0
-100%
减持
KCE
SPDR SER TR
+$118.0K
31,982
-5%
增持
ABBV
ABBVIE INC
+$118.0K
4,270
+0%
增持
SRE
SEMPRA
+$114.0K
882
+4100%
建仓
RYN
RAYONIER INC
+$111.0K
2,750
建仓
IEFA
ISHARES TR
+$108.0K
1,441
减持
MSFT
MICROSOFT CORP
+$108.0K
3,094
-6%
增持
CVX
CHEVRON CORP NEW
+$106.0K
5,555
+3%
减持
T
AT&T INC
-$104.0K
7,046
-31%
增持
MS
MORGAN STANLEY
+$102.0K
3,849
+36%
清仓
VXUS
VANGUARD STAR FDS
-$99.0K
0
-100%
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$97.0K
0
-100%
减持
HYMB
SPDR SER TR
-$90.0K
21,338
-7%
减持
IP
INTERNATIONAL PAPER CO
-$90.0K
86
-95%
清仓
KRE
SPDR SER TR
-$89.0K
0
-100%
建仓
PEJ
INVESCO EXCHANGE TRADED FD T
+$89.0K
1,808
清仓
MKL
MARKEL CORP
-$87.0K
0
-100%
建仓
—
VMWARE INC
+$84.0K
729
减持
INTC
INTEL CORP
-$84.0K
2,594
-37%
建仓
CVCO
CAVCO INDS INC DEL
+$84.0K
265
清仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$84.0K
0
-100%
清仓
XTN
SPDR SER TR
-$83.0K
0
-100%
清仓
GGME
INVESCO EXCHANGE TRADED FD T
-$82.0K
0
-100%
减持
HD
HOME DEPOT INC
+$81.0K
1,021
-2%
减持
CSCO
CISCO SYS INC
+$81.0K
9,672
-1%
增持
CHRD
OASIS PETROLEUM INC
+$80.0K
1,246
+61%
清仓
HCSG
HEALTHCARE SVCS GROUP INC
-$80.0K
0
-100%
减持
TPB
TURNING PT BRANDS INC
-$75.0K
1,911
-38%
增持
LLY
LILLY ELI & CO
+$75.0K
1,635
+0%
建仓
HAYW
HAYWARD HLDGS INC
+$74.0K
2,815
增持
PEP
PEPSICO INC
+$74.0K
3,030
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$73.0K
1,810
-1%
减持
KMI
KINDER MORGAN INC DEL
-$73.0K
232
-95%
减持
—
HANESBRANDS INC
-$72.0K
70
-98%
增持
DUK
DUKE ENERGY CORP NEW
+$71.0K
3,983
+12%
减持
NNN
NATIONAL RETAIL PROPERTIES I
-$70.0K
26
-98%
增持
TDC
TERADATA CORP DEL
+$70.0K
1,658
+20625%
清仓
HLMN
HILLMAN SOLUTIONS CORP
-$70.0K
0
-100%
清仓
TASK
TASKUS INC
-$69.0K
0
-100%
清仓
—
STERICYCLE INC
-$69.0K
0
-100%
减持
F
FORD MTR CO DEL
+$69.0K
11,059
-3%
清仓
OMC
OMNICOM GROUP INC
-$68.0K
0
-100%
减持
IQLT
ISHARES TR
-$66.0K
1,970
-48%
建仓
—
FRANCHISE GROUP INC
+$65.0K
1,245
减持
WU
WESTERN UN CO
-$63.0K
40
-99%
增持
PG
PROCTER AND GAMBLE CO
+$63.0K
2,587
+0%
减持
—
CONTINENTAL RES INC
-$62.0K
1,669
-44%
减持
SHW
SHERWIN WILLIAMS CO
+$62.0K
2,119
-13%
增持
AMGN
AMGEN INC
+$61.0K
882
+37%
减持
NIO
NIO INC
-$61.0K
15,424
-0%
增持
AVGO
BROADCOM INC
+$61.0K
318
+2%
增持
—
AVAYA HLDGS CORP
+$61.0K
5,489
+127%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$61.0K
0
-100%
增持
CVS
CVS HEALTH CORP
+$60.0K
3,228
+0%
建仓
—
FORWARD AIR CORP
+$59.0K
491
增持
—
MEDTRONIC PLC
+$56.0K
1,005
+164%
减持
JPM
JPMORGAN CHASE & CO
-$56.0K
9,095
-0%
清仓
—
QURATE RETAIL INC
-$55.0K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$53.0K
1,988
+27%
清仓
IIIV
I3 VERTICALS INC
-$50.0K
0
-100%
减持
VLUE
ISHARES TR
-$48.0K
602
-47%
增持
—
INMODE LTD
-$47.0K
646
+11%
减持
IJR
ISHARES TR
-$46.0K
533
-46%
清仓
—
DERMTECH INC
-$45.0K
0
-100%
清仓
FSK
FS KKR CAP CORP
-$43.0K
0
-100%
增持
SICP
SILVERGATE CAP CORP
+$43.0K
312
+1148%
减持
EZU
ISHARES INC
-$42.0K
205,478
-2%
清仓
—
NEOGAMES S A
-$40.0K
0
-100%
减持
AMAT
APPLIED MATLS INC
+$40.0K
1,458
-0%
增持
QCOM
QUALCOMM INC
+$39.0K
653
+5%
建仓
—
LUCID GROUP INC
+$38.0K
1,000
增持
CSX
CSX CORP
+$37.0K
4,234
+3%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$37.0K
0
-100%
减持
ABT
ABBOTT LABS
+$37.0K
1,955
-3%
增持
ISRG
INTUITIVE SURGICAL INC
+$37.0K
1,314
+200%
减持
XSOE
WISDOMTREE TR
-$37.0K
962
-50%
增持
ZD
ZIFF DAVIS INC
-$36.0K
1,410
+0%
增持
—
BURFORD CAP LTD
+$35.0K
7,281
+92%
增持
KO
COCA COLA CO
+$34.0K
4,392
+2%
减持
IAU
GOLD TR
-$34.0K
83
-93%
增持
PRGS
PROGRESS SOFTWARE CORP
+$33.0K
2,286
+47%
减持
—
LAM RESEARCH CORP
+$33.0K
226
-1%
增持
AAL
AMERICAN AIRLS GROUP INC
-$31.0K
13,751
+1%
增持
CMI
CUMMINS INC
+$31.0K
547
+39%
减持
MAIN
MAIN STR CAP CORP
-$31.0K
825
-50%
增持
KMB
KIMBERLY-CLARK CORP
+$31.0K
933
+21%
增持
MINT
PIMCO ETF TR
+$30.0K
10,423
+3%
增持
ARKF
ARK ETF TR
+$30.0K
748
+2777%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$29.0K
713
+3%
增持
DLR
DIGITAL RLTY TR INC
+$28.0K
787
+3%
减持
C
CITIGROUP INC
-$28.0K
1,745
-8%
建仓
WDAY
WORKDAY INC
+$27.0K
100
增持
CIEN
CIENA CORP
+$27.0K
1,012
+1%