FH

First Heartland Consultants, Inc.

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$15.5亿

申报季度: 2026-06-30 · 持股只数: 589

First Heartland Consultants, Inc.在最新一期 13F 报告中披露了 589 项持股，申报期为 2026-06-30，总持股市值约为 US$15.5亿，季度换手率为 24.5%。

机构性格雪花图

集中度
4.24
持仓稳定性
24.51
动能／逆势
100
行业集中度
56.28
多样化
100
仓位均衡度
77.09

近期动向

  • 减仓 BSV

    -30.7%　-US$806.3万

  • 减仓 OSCV

    -38.4%　-US$742.7万

  • 新建仓 PSC

  • 加仓 IWM

    +118.6%　US$833.3万

  • 加仓 IYM

    +2482.3%　US$685.2万

  • 减仓 BKAG

    -58.0%　-US$516.4万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长3.88%+0.34%+12.98%
2ACIOAptus Collared Invest OppETF-其他3.46%-0.07%+5.49%
3QQQInvesco Qqq Trust Series 1ETF-科技型2.91%+0.22%+0.53%
4RDVYFirst Trust Rising DividendETF-其他2.56%+0.05%+1.63%
5SPDWSte Str Spdr Pt Dw EU ETFETF-其他2.42%-0.15%+1.27%
6SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长2.04%+0.16%+11.79%
7DRSKAptus Defined Risk ETFETF-其他2.02%-0.05%+9.89%
8SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长1.98%+0.19%+8.23%
9SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长1.82%—+10.67%
10FRDMFreedom 100 Emeging Mrkt ETFETF-其他1.58%-0.06%-14.29%
11PYLDPimco Multisector Bond ActvETF-其他1.53%—+0.12%
12FTCBFt Core Investment Grade ETFETF-投资级公司债1.34%—+3.42%
13IVWIshares S&p 500 Growth ETFETF-大型股与成长1.29%—-19.47%
14CGDVCap Group Dividend ValueETF-其他1.27%-0.01%+1.09%
15EEMIshares Msci Emerging MarketETF-新兴市场1.21%+0.15%+12.85%
16BSVVanguard Short-term Bond ETFETF-其他1.15%-0.83%-30.70%
17GRNYFundstr Gran Sh US Lrg CapETF-其他1.15%-0.01%+1.59%
18VUGVanguard Growth ETFETF-其他1.13%-0.03%+487.69%
19VOOVanguard S&p 500 ETFETF-大型股与成长1.10%+0.01%+3.98%
20MINTPimco Enhanced Short MaturitETF-其他1.06%—-4.24%
21VTVVanguard Value ETFETF-其他0.97%—-2.48%
22AAPLApple INC股票-科技0.94%—-2.51%
23UCONFirst Trust Smith UnconstraiETF-其他0.93%—+1.15%
24OSCVOpus Small Cap Value ETFETF-中小型股0.93%-0.74%-38.40%
25NVDANvidia CORP股票-科技0.91%—-4.14%
26GRIDFirst Trst Nasd Cl Edg SgiifETF-其他0.90%-0.01%+0.12%
27VEAVanguard Ftse Developed ETFETF-其他0.90%—-1.58%
28IWMIshares Russell 2000 ETFETF-中小型股0.87%+0.48%+118.64%
29IVVIshares Core S&p 500 ETFETF-大型股与成长0.85%+0.17%+30.46%
30PTRBPgim Total Return Bond ETFETF-其他0.84%—+1.07%
31VTIVanguard Total Stock Mkt ETFETF-其他0.80%+0.04%+7.85%
32CGICCap Group Intl Core EqETF-其他0.79%—-16.83%
33DIASs Spdr Dow Jones Indus AvgETF-大型股与成长0.77%—-17.30%
34AMZNAmazon.com INC股票-周期性消费0.72%—-0.33%
35PSCPrincipal US Small-cap ETFETF-其他0.68%+0.68%NEW
36SCIOFt Struct Credit INC Opp ETFETF-其他0.67%—-2.66%
37RLYSs Multi-asset Real Ret ETFETF-其他0.66%—-0.11%
38GRNJFundstr Gran Sh US Sm & MidETF-其他0.64%+0.09%+10.11%
39FESMFidelity Enhanced Small CapETF-中小型股0.64%+0.24%+42.64%
40DYNFIshrs US E F R A Etf-usd INCETF-其他0.62%—-0.21%
41SDVYFirst Trust Smid Cap RisingETF-其他0.61%—+4.98%
42QSPTFt Vest Nasdaq-100 Buffer EtETF-科技型0.60%—-4.95%
43BNDXVanguard Total Intl Bond ETFETF-其他0.60%—+2.30%
44FLGVFranklin U.s. Treasury BondETF-政府公债0.59%—+3.63%
45IJSIshares S&p Small-cap 600 VaETF-其他0.56%+0.16%+43.27%
46BRK-BBerkshire Hathaway Inc-cl B股票-其他0.55%—-0.16%
47FDMOFidelity Momentum Factor ETFETF-其他0.54%—-9.81%
48FMBFirst Trust Managed MunicipaETF-其他0.53%—+9.39%
49SHYIshares 1-3 Year Treasury BoETF-政府公债0.50%—+2.71%
50QQQMInvesco Nasdaq 100 ETFETF-科技型0.50%+0.08%+9.27%
1–50 of 589

本季持股变动

First Heartland Consultants, Inc. 在 2026-06-30 最显著的持仓异动： 新建仓: Principal US Small-cap ETF (PSC); 新建仓: Ishares Convertible Bond ETF (ICVT); 清仓: Ishares US Financials ETF (IYF); 新建仓: Innovator U.s. Equity Ultra (UJAN); 新建仓: Ishares Msci Indonesia ETF (EIDO).

First Heartland Consultants, Inc. 于截至 2026-06-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1PSCPrincipal US Small-cap ETF+0.7%NEW新建仓
2IWMIshares Russell 2000 ETF+0.5%+118.64%加仓
3IYMIshares U.s. Basic Materials+0.4%+2482.29%加仓
4IJKIshares S&p Mid-cap 400 Grow+0.4%+635.96%加仓
5SPYMSte Str Spdr Pt S&p 500 ETF+0.3%+12.98%加仓
6XLKSs Technology Select Sector+0.3%+105.85%加仓
7ICVTIshares Convertible Bond ETF+0.3%NEW新建仓
8SCHPSchwab U.s. Tips ETF+0.3%+536.63%加仓
9FESMFidelity Enhanced Small Cap+0.2%+42.64%加仓
10QQQInvesco Qqq Trust Series 1+0.2%+0.53%加仓
11DGROIshares Core Dividend Growth+0.2%+202.41%加仓
12SPYGSs Spdr P S&p 500 Growth ETF+0.2%+8.23%加仓
13IVVIshares Core S&p 500 ETF+0.2%+30.46%加仓
14SPYSs Spdr S&p 500 ETF Trust-us+0.2%+11.79%加仓
15IJSIshares S&p Small-cap 600 Va+0.2%+43.27%加仓
16EEMIshares Msci Emerging Market+0.2%+12.85%加仓
17EELVInvesco S&p Emerging Markets+0.2%+79.40%加仓
18SGOVIshares 0-3 Month Treasury B+0.1%+231.58%加仓
19BALTInn Defined Wealth Shield+0.1%+140.67%加仓
20TGTTarget CORP+0.1%-0.10%减仓
21UJANInnovator U.s. Equity Ultra+0.1%NEW新建仓
22EIDOIshares Msci Indonesia ETF+0.1%NEW新建仓
23DUHPDimensional US High Profi Et+0.1%+70.07%加仓
24VTEBVanguard Tax-exempt Bond ETF+0.1%+103.04%加仓
25EFGIshares Msci Eafe Growth ETF+0.1%NEW新建仓
26SMHVaneck Semiconductor ETF+0.1%+16.42%加仓
27MMINNyli Mackay Muni Insured ETF+0.1%NEW新建仓
28VTWOVanguard Russell 2000 ETF+0.1%NEW新建仓
29GRNJFundstr Gran Sh US Sm & Mid+0.1%+10.11%加仓
30SPMOInvesco S&p 500 Momentum ETF+0.1%+5.77%加仓
31QQQMInvesco Nasdaq 100 ETF+0.1%+9.27%加仓
32MTUMIshares Msci USA Momentum Fa+0.1%+1.04%加仓
33IYWIshares Ustechnology ETF+0.1%-4.74%减仓
34RDVYFirst Trust Rising Dividend+0.1%+1.63%加仓
35VTIVanguard Total Stock Mkt ETF0%+7.85%加仓
36VOOVanguard S&p 500 ETF0%+3.98%加仓
37SPYVSs Spdr P S&p 500 Value ETF—+10.67%加仓
38CGDVCap Group Dividend Value0%+1.09%加仓
39GRNYFundstr Gran Sh US Lrg Cap0%+1.59%加仓
40GRIDFirst Trst Nasd Cl Edg Sgiif0%+0.12%加仓
41VUGVanguard Growth ETF0%+487.69%加仓
42DRSKAptus Defined Risk ETF-0.1%+9.89%加仓
43FRDMFreedom 100 Emeging Mrkt ETF-0.1%-14.29%减仓
44ACIOAptus Collared Invest Opp-0.1%+5.49%加仓
45SPDWSte Str Spdr Pt Dw EU ETF-0.2%+1.27%加仓
46DDTJInnovator Ed D10 Buff Jan-0.2%-90.13%减仓
47IYFIshares US Financials ETF-0.3%EXIT清仓
48BKAGBny Mellon Core Bond ETF-0.4%-58.04%减仓
49OSCVOpus Small Cap Value ETF-0.7%-38.40%减仓
50BSVVanguard Short-term Bond ETF-0.8%-30.70%减仓

FAQ

First Heartland Consultants, Inc. 是什么机构？属于哪种投资人类型？
First Heartland Consultants, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$15.5亿，分布在 589 个已申报仓位之中。
First Heartland Consultants, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，First Heartland Consultants, Inc. 按市值排列的前几大持股为： 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$6002.3万 (3.9%) 2. Aptus Collared Invest Opp (ACIO) — US$5340.4万 (3.5%) 3. Invesco Qqq Trust Series 1 (QQQ) — US$4499.4万 (2.9%) 4. First Trust Rising Dividend (RDVY) — US$3959.9万 (2.6%) 5. Ste Str Spdr Pt Dw EU ETF (SPDW) — US$3744.9万 (2.4%)
First Heartland Consultants, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，First Heartland Consultants, Inc. 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 35 个既有持股、减仓 7 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Principal US Small-cap ETF (PSC); 新建仓: Ishares Convertible Bond ETF (ICVT); 清仓: Ishares US Financials ETF (IYF); 新建仓: Innovator U.s. Equity Ultra (UJAN); 新建仓: Ishares Msci Indonesia ETF (EIDO)
First Heartland Consultants, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，First Heartland Consultants, Inc. 的主要板块分布如下： • Information Technology: 35.0% • Consumer Discretionary: 15.6% • Industrials: 11.6% • Financials: 10.1% • Communication Services: 8.0% • Health Care: 7.2%