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FSA Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FSA Advisors, Inc.
报告期 2026-03-31 · CIK 0001905627
持仓数
192
前50大市值合计
$89.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 31
增持 20
减持 65
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$6.6M
5,026
-71%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$4.0M
18,686
-80%
减持
MSFT
MICROSOFT CORP
-$1.6M
3,870
-49%
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
VTI
VANGUARD INDEX FDS
-$1.5M
1,898
-74%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.4M
6,402
-82%
建仓
JANW
AIM ETF PRODUCTS TRUST
+$1.3M
37,508
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.2M
6,564
-79%
建仓
DECW
AIM ETF PRODUCTS TRUST
+$1.2M
39,752
清仓
BSV
VANGUARD BD INDEX FDS
-$1.2M
0
-100%
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$1.1M
33,618
清仓
VXF
VANGUARD INDEX FDS
-$1.1M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
13,101
+137%
清仓
VXUS
VANGUARD STAR FDS
-$970.5K
0
-100%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$817.4K
29,306
减持
SPY
SPDR S&P 500 ETF TR
-$800.8K
1,114
-57%
建仓
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$742.6K
30,260
减持
DTE
DTE ENERGY CO
-$676.7K
4,502
-53%
建仓
JANT
AIM ETF PRODUCTS TRUST
+$646.7K
17,925
建仓
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$644.4K
30,995
建仓
OCTT
AIM ETF PRODUCTS TRUST
+$641.8K
16,795
减持
QQQ
INVESCO QQQ TR
-$603.2K
2,582
-33%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$586.7K
16,500
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$551.6K
5,063
-70%
清仓
BIV
VANGUARD BD INDEX FDS
-$545.7K
0
-100%
清仓
BLV
VANGUARD BD INDEX FDS
-$535.6K
0
-100%
增持
PSEP
INNOVATOR ETFS TRUST
+$531.7K
40,635
+50%
建仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$523.3K
22,733
清仓
ARCC
ARES CAPITAL CORP
-$510.3K
0
-100%
建仓
DECT
AIM ETF PRODUCTS TRUST
+$489.9K
15,373
建仓
SMAX
ISHARES TR
+$455.7K
18,083
建仓
QBER
ELEVATION SERIES TRUST
+$455.4K
18,441
清仓
JUNW
AIM ETF PRODUCTS TRUST
-$417.1K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$409.4K
0
-100%
清仓
GJUN
FIRST TR EXCHNG TRADED FD VI
-$409.4K
0
-100%
清仓
ORCL
ORACLE CORP
-$406.6K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$393.1K
2,922
-43%
减持
BND
VANGUARD BD INDEX FDS
-$372.9K
5,096
-49%
减持
LLY
ELI LILLY & CO
-$361.5K
485
-41%
减持
SPYM
SPDR SER TR
-$357.4K
8,265
-41%
建仓
AVGO
BROADCOM INC
+$352.9K
1,522
清仓
IJR
ISHARES TR
-$336.5K
0
-100%
增持
AMZN
AMAZON COM INC
+$332.2K
3,510
+52%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$323.9K
1,473
减持
SPDW
SPDR INDEX SHS FDS
-$309.4K
6,918
-55%
清仓
CMCSA
COMCAST CORP NEW
-$299.9K
0
-100%
建仓
TSLA
TESLA INC
+$296.8K
735
建仓
WMT
WALMART INC
+$295.5K
3,330
建仓
NEE
NEXTERA ENERGY INC
+$294.9K
4,113
清仓
APRW
AIM ETF PRODUCTS TRUST
-$292.6K
0
-100%
清仓
SO
SOUTHERN CO
-$292.4K
0
-100%
增持
SIXD
AIM ETF PRODUCTS TRUST
+$291.5K
22,977
+84%
清仓
IEFA
ISHARES TR
-$274.2K
0
-100%
清仓
CSCO
CISCO SYS INC
-$266.7K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$266.1K
1,840
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$263.9K
12,434
清仓
AEP
AMERICAN ELEC PWR CO INC
-$261.9K
0
-100%
清仓
—
EATON CORP PLC
-$260.2K
0
-100%
清仓
BSTP
INNOVATOR ETFS TRUST
-$259.8K
0
-100%
清仓
GVI
ISHARES TR
-$258.3K
0
-100%
建仓
SPYI
NEOS ETF TRUST
+$254.6K
5,010
减持
VUG
VANGUARD INDEX FDS
-$253.1K
973
-43%
清仓
IJJ
ISHARES TR
-$251.2K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$251.1K
535
建仓
GOOG
ALPHABET INC
+$242.1K
1,277
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$241.6K
533
减持
JPM
JPMORGAN CHASE & CO.
-$236.9K
1,223
-52%
减持
AAPL
APPLE INC
+$235.1K
7,690
-0%
减持
NFLX
NETFLIX INC
+$232.2K
1,124
-1%
建仓
QBUL
ELEVATION SERIES TRUST
+$231.7K
9,371
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$228.8K
0
-100%
清仓
KO
COCA COLA CO
-$228.8K
0
-100%
清仓
PSTP
INNOVATOR ETFS TRUST
-$227.7K
0
-100%
清仓
JULW
AIM ETF PRODUCTS TRUST
-$226.0K
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$221.9K
0
-100%
清仓
XEVGX
EATON VANCE SHORT DURATION D
-$221.0K
0
-100%
增持
DGRW
WISDOMTREE TR
+$220.8K
16,930
+15%
建仓
PG
PROCTER AND GAMBLE CO
+$219.8K
1,311
清仓
SHY
ISHARES TR
-$218.9K
0
-100%
清仓
SPTM
SPDR SER TR
-$214.4K
0
-100%
建仓
V
VISA INC
+$214.1K
681
减持
PJUN
INNOVATOR ETFS TRUST
-$213.7K
11,549
-34%
减持
PJAN
INNOVATOR ETFS TRUST
-$212.7K
39,087
-12%
清仓
GLW
CORNING INC
-$212.4K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$211.1K
0
-100%
清仓
EFV
ISHARES TR
-$211.1K
0
-100%
建仓
—
LISTED FD TR
+$205.9K
5,564
清仓
DFAX
DIMENSIONAL ETF TRUST
-$204.4K
0
-100%
建仓
BMAY
INNOVATOR ETFS TRUST
+$202.4K
5,127
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$200.9K
2,248
减持
T
AT&T INC
-$178.6K
14,255
-41%
减持
VCR
VANGUARD WORLD FD
-$177.1K
1,154
-31%
减持
F
FORD MTR CO
-$172.8K
21,534
-41%
减持
SCHD
SCHWAB STRATEGIC TR
-$168.2K
7,707
-1%
清仓
MIY
BLACKROCK MUNIYIELD MICH QU
-$149.6K
0
-100%
减持
BILZ
PIMCO ETF TR
-$143.4K
3,858
-27%
增持
SCHG
SCHWAB STRATEGIC TR
+$142.3K
46,911
+311%
减持
DTM
DT MIDSTREAM INC
-$134.4K
2,310
-50%
建仓
—
ROIVANT SCIENCES LTD
+$129.7K
10,960
减持
—
EXXON MOBIL CORP
-$123.0K
2,070
-31%
增持
DLN
WISDOMTREE TR
+$114.7K
11,403
+7%
增持
GOOGL
ALPHABET INC
+$108.2K
2,136
+25%
减持
MAR
MARRIOTT INTL INC NEW
+$89.3K
2,758
-2%
减持
BJUL
INNOVATOR ETFS TRUST
-$82.4K
40,007
-5%
减持
BP
BP PLC
-$82.2K
9,745
-6%
减持
IVV
ISHARES TR
-$82.0K
510
-26%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$79.4K
25,584
-14%
减持
IEMG
ISHARES INC
-$74.6K
5,898
-14%
减持
VTEB
VANGUARD MUN BD FDS
-$73.3K
11,582
-9%
减持
EFG
ISHARES TR
-$56.2K
2,844
-12%
减持
MO
ALTRIA GROUP INC
-$51.4K
4,143
-26%
增持
HD
HOME DEPOT INC
+$51.4K
1,017
+14%
减持
PJUL
INNOVATOR ETFS TRUST
-$51.3K
25,738
-5%
增持
NJUL
INNOVATOR ETFS TRUST
+$47.8K
10,926
+7%
减持
PMAR
INNOVATOR ETFS TRUST
-$46.3K
16,468
-7%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$44.7K
6,185
+14%
增持
XSOE
WISDOMTREE TR
+$43.2K
23,710
+7%
减持
BOCT
INNOVATOR ETFS TRUST
-$40.4K
35,820
-3%
减持
VYM
VANGUARD WHITEHALL FDS
-$38.5K
1,903
-17%
减持
DLS
WISDOMTREE TR
-$30.2K
5,269
-8%
增持
DXJ
WISDOMTREE TR
+$29.2K
2,102
+17%
增持
IQDG
WISDOMTREE TR
+$28.9K
29,797
+12%
减持
DFAC
DIMENSIONAL ETF TRUST
-$27.3K
16,425
-10%
增持
USIG
ISHARES TR
+$25.8K
4,572
+15%
减持
POCT
INNOVATOR ETFS TRUST
-$25.3K
22,042
-3%
减持
VBK
VANGUARD INDEX FDS
-$25.3K
2,752
-4%
减持
PFEB
INNOVATOR ETFS TRUST
-$24.5K
33,300
-2%
减持
SPHY
SPDR SER TR
-$23.7K
9,004
-8%
增持
CAT
CATERPILLAR INC
+$22.8K
1,273
+1%
减持
PMAY
INNOVATOR ETFS TRUST
-$22.6K
11,357
-6%
增持
SCHX
SCHWAB STRATEGIC TR
-$21.9K
12,123
+171%
减持
DON
WISDOMTREE TR
+$21.6K
8,298
-3%
减持
IWY
ISHARES TR
-$21.0K
2,122
-12%
减持
META
META PLATFORMS INC
-$20.3K
522
-12%
减持
BAUG
INNOVATOR ETFS TRUST
-$19.7K
27,069
-2%
增持
SCHV
SCHWAB STRATEGIC TR
-$19.6K
11,980
+190%
增持
XLSR
SSGA ACTIVE TR
+$19.3K
7,154
+0%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$19.3K
38,032
-2%
减持
BSEP
INNOVATOR ETFS TRUST
-$18.8K
34,153
-1%
增持
FISR
SSGA ACTIVE TR
+$16.6K
11,977
+6%
减持
BDEC
INNOVATOR ETFS TRUST
-$15.8K
12,967
-3%
减持
IVW
ISHARES TR
-$14.9K
2,102
-15%
减持
KOCT
INNOVATOR ETFS TRUST
-$14.8K
8,640
-5%
减持
PAPR
INNOVATOR ETFS TRUST
-$13.6K
25,863
-2%
减持
QUAL
ISHARES TR
-$13.1K
1,176
-10%
减持
NJAN
INNOVATOR ETFS TRUST
-$12.4K
11,329
-2%
减持
VBR
VANGUARD INDEX FDS
-$12.1K
1,083
-5%
减持
PDEC
INNOVATOR ETFS TRUST
-$11.2K
18,916
-2%
减持
SPEM
SPDR INDEX SHS FDS
-$10.7K
7,769
-4%
减持
IWX
ISHARES TR
+$9.7K
3,816
-2%
减持
MCD
MCDONALDS CORP
-$9.6K
699
-1%
