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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 46
增持 27
减持 30
清仓 47
方向
标的
Δ市值
现股数(环比)
清仓
VOO
VANGUARD S&P 500 ETF
-$5.0M
0
-100%
清仓
MSFT
MICROSOFT CORP
-$2.4M
0
-100%
增持
AAPL
Apple Inc
+$2.4M
11,109
+550%
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。
清仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN ENHANCED INM ETF
-$1.4M
0
-100%
建仓
ONEZ
ELEVATION SERIES TRUST
+$1.3M
50,376
建仓
AMZN
AMAZON COM INC
+$1.1M
5,389
建仓
SCEP
STERLING CAP FDS
+$1.0M
43,793
清仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$977.2K
0
-100%
增持
DTE
DTE ENERGY CO
+$954.3K
12,478
+85%
增持
CAT
Caterpillar Inc
+$824.6K
1,487
+272%
建仓
JNJ
JOHNSON & JOHNSON
+$811.5K
3,320
建仓
IWY
ISHARES TR
+$793.6K
3,189
建仓
SCMC
STERLING CAP FDS
+$791.6K
31,664
清仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$743.3K
0
-100%
增持
FOXY
SIMPLIFY EXCHANGE TRADED FUN
+$740.0K
70,422
+45%
建仓
QBER
ELEVATION SERIES TRUST
+$708.2K
29,346
建仓
QQQ
INVESCO QQQ TR
+$703.4K
1,219
清仓
VTV
VANGUARD VALUE ETF
-$655.7K
0
-100%
增持
SBAR
SIMPLIFY EXCHANGE TRADED FUN
+$647.3K
80,536
+59%
增持
VRT
Vertiv Holdings Co
+$645.1K
6,592
+6%
清仓
VBK
VANGUARD SMALL CAP GROWTH ETF
-$604.4K
0
-100%
建仓
SEPZ
ELEVATION SERIES TRUST
+$588.4K
14,489
减持
BILZ
PIMCO ETF TR
-$586.3K
7,662
-43%
建仓
GWW
WW GRAINGER INC
+$548.2K
503
建仓
AMD
Advanced Micro Devices Inc
+$529.1K
2,601
建仓
IWX
ISHARES TR
+$505.5K
5,455
建仓
ABT
Abbott Laboratories
+$470.7K
4,585
清仓
VUG
VANGUARD GROWTH ETF
-$462.0K
0
-100%
建仓
BP
BP PLC
+$455.8K
9,699
建仓
IVV
ISHARES CORE S&P 500 ETF
+$439.5K
673
建仓
JANZ
ELEVATION SERIES TRUST
+$428.9K
11,669
清仓
FDVV
FIDELITY HIGH DIVIDEND ETF
-$421.4K
0
-100%
清仓
VGSH
VANGUARD SHORT TERM TREASURY ETF
-$418.2K
0
-100%
增持
GEV
GE Vernova Inc
+$402.0K
1,210
+21%
建仓
OCTZ
ELEVATION SERIES TRUST
+$389.7K
9,483
建仓
MU
Micron Technology Inc
+$378.8K
1,121
建仓
BNDI
NEOS ENHANCED INCOME AGGREGATE BOND ETF
+$375.1K
7,948
建仓
EFG
ISHARES MSCI EAFE GROWTH ETF
+$374.4K
3,362
建仓
USB
US Bancorp
+$365.4K
7,026
建仓
AEP
AMERICAN ELEC PWR CO INC
+$348.4K
2,658
建仓
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$338.3K
706
建仓
ALL
ALLSTATE CORP
+$335.9K
1,620
建仓
SNA
SNAP ON INC
+$327.6K
902
清仓
BSV
VANGUARD SHORT-TERM BOND ETF
-$324.6K
0
-100%
清仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$322.5K
0
-100%
清仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$317.3K
0
-100%
建仓
AUGZ
ELEVATION SERIES TRUST
+$303.6K
7,469
建仓
KO
THE COCA-COLA CO
+$300.6K
3,952
建仓
FLJJ
AIM ETF PRODUCTS TRUST
+$299.0K
9,528
增持
MIY
BLACKROCK MUNIYIELD MI Q
+$288.5K
226,124
+11%
增持
GSEP
FIRST TR EXCHNG TRADED FD VI
+$284.3K
51,190
+19%
建仓
IWS
iShares Russell Mid-Cap Value ETF
+$280.1K
1,922
建仓
KFEB
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - FEBRUARY
+$277.1K
9,866
清仓
IJJ
ISHARES S&P MID CAP 400 VALUE ETF
-$267.4K
0
-100%
建仓
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$266.5K
4,580
清仓
SCHM
CHARLES SCHWAB US MC ETF
-$264.6K
0
-100%
清仓
SO
SOUTHERN CO
-$263.5K
0
-100%
建仓
DFAX
Dimensional World EX US Core Equity 2 ETF
+$263.1K
7,745
减持
SPY
State Street SPDR S&P 500 ETF Trust
-$260.4K
3,084
-77%
建仓
PAYM
ELEVATION SERIES TRUST
+$257.2K
11,717
建仓
SCNM
STERLING CAP FDS
+$255.7K
10,284
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$255.2K
0
-100%
建仓
AVIG
AVANTIS CORE FIXED INCOME ETF
+$249.9K
6,016
增持
DECU
AIM ETF PRODUCTS TRUST
+$246.6K
105,828
+13%
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$246.4K
2,178
建仓
DECZ
ELEVATION SERIES TRUST
+$244.6K
6,299
清仓
IJR
ISHARES CORE S&P SMALL CAP ETF
-$244.1K
0
-100%
清仓
TJUL
INNOVATOR ETFS TRUST EQUITY DEF PROTN
-$240.4K
0
-100%
增持
IWMI
NEOS RUSSELL 2000 HIGH INCOME ETF
+$239.7K
20,566
+36%
建仓
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+$236.5K
1,780
建仓
CVX
CHEVRON CORPORATION
+$233.6K
1,129
增持
OCTW
AIM ETF PRODUCTS TRUST
+$221.9K
46,294
+16%
减持
VGIT
Vanguard Intermediate-Term Treasury ETF
+$221.2K
5,594
-95%
清仓
FGD
FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID
-$220.8K
0
-100%
清仓
ZFEB
INNOVATOR EQY DFIND PROTECTN ETF
-$220.8K
0
-100%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$217.7K
99,716
-3%
建仓
COP
ConocoPhillips
+$217.0K
1,644
建仓
BAC
BANK OF AMERICA CORP
+$215.1K
4,413
增持
EVIM
EATON VANCE INTERMEDIATE MUNICIPAL INCOME ETF
+$214.7K
10,939
+61%
清仓
WDIV
SPDR INDEX SHS FDS S&P GLBDIV ETF
-$213.6K
0
-100%
清仓
ICLO
INVESCO ACTIVELY MANAGED EXC AAA CLO FLTNG RT
-$212.2K
0
-100%
清仓
VXUS
VANGUARD TOTAL INTERNATIONAL STK ETF
-$212.1K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS
-$210.1K
0
-100%
建仓
ZMAR
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH
+$209.1K
7,580
清仓
SPTL
SPDR SERIES TRUST STATE STREET SPD
-$208.5K
0
-100%
增持
SEPW
AIM ETF PRODUCTS TRUST
+$207.4K
44,470
+19%
清仓
IJK
ISHARES S&P MID CAP 400 GRWTH ETF
-$207.3K
0
-100%
建仓
SCHV
Schwab U.S. Large-Cap Value ETF
+$206.4K
6,767
减持
CSHI
NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF
-$205.7K
106,020
-4%
清仓
SPSM
ST STRET SPDR PRTFL S&P 600 S C ETF
-$203.1K
0
-100%
清仓
HD
HOME DEPOT INC
-$203.0K
0
-100%
建仓
CMCSA
Comcast Corp
+$203.0K
7,071
建仓
ATO
ATMOS ENERGY CORP
+$202.0K
1,094
清仓
SPHY
State Street SPDR Portfolio High Yield Bond ETF
-$201.7K
0
-100%
减持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$201.2K
86,050
-1%
减持
XEL
Xcel Energy Inc
+$201.1K
3,354
-78%
增持
PHYS
SPROTT PHYSGLD TRST
+$200.0K
11,928
+77%
清仓
DUK
DUKE ENERGY CORP NEW
-$198.3K
0
-100%
减持
AVGO
Broadcom INC
+$187.9K
2,330
-96%
减持
BNDX
Vanguard Total International Bond ETF
-$187.0K
13,962
-90%
清仓
USMV
ISHARES MSCI USA MIN VOL FCTR ETF
-$176.6K
0
-100%
增持
F
Ford Motor Co
+$173.8K
36,083
+95%
增持
JANW
AIM ETF PRODUCTS TRUST
+$172.9K
41,510
+15%
减持
NVDA
NVIDIA Corp
+$171.3K
19,678
-87%
建仓
XRP
BITWISE XRP ETF
+$168.6K
11,216
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$165.4K
92,714
+20%
清仓
SEIV
SEI Enhanced US Large Cap Value Factor ETF
-$163.8K
0
-100%
清仓
SEIM
SEI Enhanced US Large Cap Momentum Factor ETF
-$161.6K
0
-100%
减持
DFUS
Dimensional US Equity Market ETF
-$159.3K
3,128
-58%
减持
ORCL
Oracle CORP
-$145.8K
2,634
-91%
增持
DTM
DT MIDSTREAM INC
+$141.5K
5,971
+8%
清仓
EMLC
VANECK ETF TRUST JP MRGAN EM LOC
-$132.3K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP COM
-$131.6K
0
-100%
减持
—
Exxon Mobil Corp
+$128.7K
3,829
-84%
增持
DECW
AIM ETF PRODUCTS TRUST
+$128.1K
35,458
+14%
减持
BUFD
FT Vest Laddered Deep Buffer ETF
+$128.1K
24,329
-20%
清仓
V
VISA INC CLASS CLASS A
-$125.3K
0
-100%
增持
SIXO
AIM ETF PRODUCTS TRUST
+$122.8K
55,815
+10%
减持
BJAN
INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
-$118.3K
38,514
-2%
减持
PJAN
Innovator U.S. Equity Power Buffer ETF - January
-$114.3K
45,061
-3%
清仓
MA
MASTERCARD INC CLASS CLASS A
-$114.2K
0
-100%
减持
GOOGL
ALPHABET INC CLASS CLASS A
+$111.6K
3,632
-97%
增持
APOC
INNOVATOR EQUITY DEFINED PROTECTION ETF - 6 MO APR/OCT
+$110.6K
13,150
+53%
减持
VZ
Verizon Communications Inc
+$106.5K
6,916
-77%
减持
CSCO
CISCO SYS INC
+$105.7K
6,266
-89%
清仓
CRM
SALESFORCE INC COM
-$101.5K
0
-100%
增持
EVSM
EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF
+$99.3K
18,955
+12%
清仓
EBND
SPDR SERIES TRUST BLOOMBERG EMERGI
-$98.4K
0
-100%
减持
XLSR
SSGA ACTIVE TR
-$95.0K
8,439
-10%
增持
JULU
AIM ETF PRODUCTS TRUST
+$91.5K
39,538
+13%
增持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$90.4K
97,369
+7%
增持
NFEB
INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY
+$90.2K
14,299
+33%
清仓
EFAV
ISHARES MSCI EAF MIN VOL FCT ETF
-$89.7K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$88.9K
0
-100%
清仓
SLV
ISHARES SILVER TRUST ETF
-$86.5K
0
-100%
减持
XEVGX
EATON VANCE SHORT DURATION D
-$85.8K
29,177
-20%
清仓
D
DOMINION ENERGY INC COM
-$84.4K
0
-100%
减持
KMI
Kinder Morgan Inc
+$81.2K
13,866
-4%
减持
GOOG
ALPHABET INC CLASS CLASS C
-$80.3K
1,187
-74%
清仓
SEIQ
SEI Enhanced US Large Cap Quality Factor ETF
-$78.7K
0
-100%
减持
NFLX
Netflix Inc
+$77.9K
2,987
-21%
减持
VMBS
Vanguard Mortgage-Backed Securities ETF
-$73.3K
5,051
-64%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$72.9K
5,214
-12%
减持
BOCT
INNOVATOR U.S. EQUITY BUFFER ETF OCTOBER
-$72.7K
39,456
-1%
减持
BJUL
INNOVATOR U.S. EQUITY BUFFER ETF - JULY
-$72.0K
36,875
-2%
减持
MRK
Merck & Co Inc
-$71.0K
2,097
-81%
增持
ZAUG
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST
+$70.1K
13,277
+25%
清仓
CLIP
Global X 1-3 Month T-Bill ETF
-$67.1K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC COM
-$66.7K
0
-100%
减持
SCEC
CAPITOL SER TR
-$66.5K
64,880
-3%
