FM

Financial Management Professionals, Inc.

分散型投资策略趋势追踪型

申报总市值

US$10.5亿

申报季度: 2026-06-30 · 持股只数: 1055

Financial Management Professionals, Inc.在最新一期 13F 报告中披露了 1055 项持股，申报期为 2026-06-30，总持股市值约为 US$10.5亿，季度换手率为 28.3%。

浏览其他10 亿至 100 亿美元机构浏览其他以“F”开头的机构

机构性格雪花图

集中度
17.04
持仓稳定性
28.27
动能／逆势
100
行业集中度
56.39
多样化
100
仓位均衡度
33.71

近期动向

  • 新建仓 DFAE

  • 减仓 BWZ

    -98.4%　-US$2426.1万

  • 加仓 USHY

    +764789.1%　US$2604.8万

  • 加仓 BIL

    +1490.4%　US$2511.2万

  • 加仓 SPY

    +460.2%　US$1781.0万

  • 减仓 GSLC

    -6.9%　US$595.4万

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

仅显示前 1054 大持股（共 1055 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1GSLCGoldman Activebeta US Lc ETFETF-避险与商品10.62%-1.27%-6.86%
2DFAIDimensional International CoETF-其他6.78%-0.62%+2.33%
3GSIEGoldman Sachs Activebeta IntETF-避险与商品6.12%-0.49%+3.29%
4SCHXSchwab US Large-cap ETFETF-其他5.75%-0.68%-7.84%
5JHMMJohn Hancock Multi Fact MidETF-其他5.75%-0.97%-9.44%
6SCHVSchwab US Large-cap ValueETF-其他5.68%-0.23%-0.29%
7IWBIshares Russell 1000 ETFETF-其他5.34%+0.68%+18.02%
8SMLFIshares US Smallcap Equity FETF-其他4.01%-0.42%-9.22%
9BNDVanguard Total Bond MarketETF-其他3.98%-0.49%+5.62%
10VBVanguard Small-cap ETFETF-其他3.59%-0.18%-2.68%
11DFAEDimensional Emerging Core EqETF-新兴市场2.79%+2.79%NEW
12VTVVanguard Value ETFETF-其他2.78%-0.35%-5.24%
13IEMGIshares Core Msci EmergingETF-新兴市场2.64%-1.16%-30.84%
14BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债2.54%+2.35%+1490.45%
15SCHFSchwab Intl Equity ETFETF-其他2.50%-0.18%-1.35%
16USHYIshares Broad Usd High YieldETF-非投资级债2.47%+2.47%+764789.13%
17SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长2.00%+1.63%+460.22%
18JPSTJpmorgan Ultra-short IncomeETF-其他1.84%-0.24%+4.74%
19VOVanguard Mid-cap ETFETF-其他1.07%-0.06%+300.08%
20SPTMSs Spdr P S&p 1500 Comp ETFETF-其他1.06%+1.06%NEW
21VEUVanguard Ftse All-world Ex-uETF-其他1.04%-0.05%+1.35%
22SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长0.96%-0.08%+1.59%
23BBAXJpmorgan Betabuilders DeveloETF-其他0.88%+0.88%NEW
24AAPLApple INC股票-科技0.77%+0.04%+9.05%
25JPIBJpmorgan Intl Bnd ETFETF-其他0.73%-0.05%+10.01%
26JPIEJpmorgan Income ETFETF-其他0.71%—-3.08%
27NVDANvidia CORP股票-科技0.68%-0.02%+0.16%
28BITBBitwise Bitcoin ETFETF-加密货币0.51%—+18.97%
29HELOJpmorgan Hedged Equity ETFETF-其他0.47%-0.02%+7.62%
30JPMJpmorgan Chase & Co股票-金融0.36%—+1.65%
31AMZNAmazon.com INC股票-周期性消费0.28%—+4.64%
32XOMExxon Mobil CORP股票-能源0.27%-0.13%+0.51%
33PRNInvesco Dorsey Wright IndusETF-其他0.26%+0.26%NEW
34MSFTMicrosoft CORP股票-科技0.24%—+5.19%
35IYZIshares US TelecommunicationETF-其他0.23%—+1.19%
36PSIInvesco Semiconductors ETFETF-其他0.23%+0.07%-15.32%
37MXIIshares Global Materials ETFETF-其他0.23%—+12.88%
38HOMBHome Bancshares INC股票-金融0.23%——
39SCHBSchwab US Broad Market ETFETF-其他0.23%—-2.92%
40AVGOBroadcom INC股票-科技0.21%—-6.63%
41IWDIshares Russell 1000 Value EETF-其他0.20%+0.20%+9139.58%
42TSLATesla INC股票-周期性消费0.20%—+1.40%
43CSCOCisco Systems INC股票-科技0.19%+0.07%+28.13%
44IXUSIshares Core Intl Stock ETFETF-其他0.19%—-14.82%
45GOOGLAlphabet Inc-cl A股票-通信服务0.19%—+0.22%
46XBISs Spdr S&p Biotech ETFETF-科技型0.18%+0.18%+4185.71%
47XTLSs Spdr S&p Telecom ETFETF-其他0.17%—-19.90%
48SHVIshares 0-1 Year Treasury BoETF-政府公债0.17%——
49AMDAdvanced Micro Devices股票-科技0.17%+0.10%—
50MSMorgan Stanley股票-金融0.16%—+0.63%
1–50 of 1,054

本季持股变动

Financial Management Professionals, Inc. 在 2026-06-30 最显著的持仓异动： 新建仓: Dimensional Emerging Core Eq (DFAE); 新建仓: Ss Spdr P S&p 1500 Comp ETF (SPTM); 新建仓: Jpmorgan Betabuilders Develo (BBAX); 新建仓: Invesco Dorsey Wright Indus (PRN); 清仓: Inves Rafi Emer Mrkt-usd INC (PXH).

Financial Management Professionals, 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
1DFAEDimensional Emerging Core Eq+2.8%NEW新建仓
2USHYIshares Broad Usd High Yield+2.5%+764789.13%加仓
3BILSs Spdr Bb 1-3m T-bill ETF+2.4%+1490.45%加仓
4SPYSs Spdr S&p 500 ETF Trust-us+1.6%+460.22%加仓
5SPTMSs Spdr P S&p 1500 Comp ETF+1.1%NEW新建仓
6BBAXJpmorgan Betabuilders Develo+0.9%NEW新建仓
7IWBIshares Russell 1000 ETF+0.7%+18.02%加仓
8PRNInvesco Dorsey Wright Indus+0.3%NEW新建仓
9IWDIshares Russell 1000 Value E+0.2%+9139.58%加仓
10XBISs Spdr S&p Biotech ETF+0.2%+4185.71%加仓
11SNPSSynopsys INC+0.1%+859.49%加仓
12VTIVanguard Total Stock Mkt ETF+0.1%+2715.52%加仓
13AMDAdvanced Micro Devices+0.1%—不变
14XESSs Spdr S&p Og Eqp & Serv+0.1%NEW新建仓
15EPPIshares Msci Pacific Ex Japa+0.1%NEW新建仓
16PSIInvesco Semiconductors ETF+0.1%-15.32%减仓
17CSCOCisco Systems INC+0.1%+28.13%加仓
18DELLDell Technologies -c+0.1%+7.54%加仓
19MUMicron Technology INC+0.1%+6.40%加仓
20AAPLApple INC0%+9.05%加仓
21NVDANvidia CORP0%+0.16%加仓
22HELOJpmorgan Hedged Equity ETF0%+7.62%加仓
23VEUVanguard Ftse All-world Ex-u-0.1%+1.35%加仓
24JPIBJpmorgan Intl Bnd ETF-0.1%+10.01%加仓
25VOVanguard Mid-cap ETF-0.1%+300.08%加仓
26SPYVSs Spdr P S&p 500 Value ETF-0.1%+1.59%加仓
27ETEnergy Transfer LP-0.1%-35.94%减仓
28GDXJVaneck Junior Gold Miners-0.1%-19.38%减仓
29EZUIshares Msci Eurozone ETF-0.1%EXIT清仓
30PBWInvesco Wilderhill Clean Ene-0.1%-68.35%减仓
31VWOVanguard Ftse Emerging Marke-0.1%-95.97%减仓
32XOMExxon Mobil CORP-0.1%+0.51%加仓
33ITAIshares U.s. Aerospace & Def-0.2%-72.14%减仓
34VBVanguard Small-cap ETF-0.2%-2.68%减仓
35SCHFSchwab Intl Equity ETF-0.2%-1.35%减仓
36SCHVSchwab US Large-cap Value-0.2%-0.29%减仓
37JPSTJpmorgan Ultra-short Income-0.2%+4.74%加仓
38VOEVanguard Mid-cap Value ETF-0.3%EXIT清仓
39PXHInves Rafi Emer Mrkt-usd INC-0.3%EXIT清仓
40VTVVanguard Value ETF-0.4%-5.24%减仓
41SMLFIshares US Smallcap Equity F-0.4%-9.22%减仓
42GSIEGoldman Sachs Activebeta Int-0.5%+3.29%加仓
43BNDVanguard Total Bond Market-0.5%+5.62%加仓
44DFAIDimensional International Co-0.6%+2.33%加仓
45SCHXSchwab US Large-cap ETF-0.7%-7.84%减仓
46JHMMJohn Hancock Multi Fact Mid-1%-9.44%减仓
47FEZState Street Spdr Euro Stoxx-1%-99.86%减仓
48IEMGIshares Core Msci Emerging-1.2%-30.84%减仓
49GSLCGoldman Activebeta US Lc ETF-1.3%-6.86%减仓
50BWZState Street Spdr Bloomberg-2.7%-98.39%减仓

FAQ

Financial Management Professionals, Inc. 是什么机构？属于哪种投资人类型？
Financial Management Professionals, 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$10.5亿，分布在 1055 个已申报仓位之中。
Financial Management Professionals, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Financial Management Professionals, Inc. 按市值排列的前几大持股为： 1. Goldman Activebeta US Lc ETF (GSLC) — US$1.1亿 (10.6%) 2. Dimensional International Co (DFAI) — US$7153.2万 (6.8%) 3. Goldman Sachs Activebeta Int (GSIE) — US$6453.1万 (6.1%) 4. Schwab US Large-cap ETF (SCHX) — US$6060.8万 (5.8%) 5. John Hancock Multi Fact Mid (JHMM) — US$6060.7万 (5.8%)
Financial Management Professionals, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Financial Management Professionals, Inc. 共进行了 49 项显著调整：新建仓 6 个仓位、加仓 23 个既有持股、减仓 17 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Dimensional Emerging Core Eq (DFAE); 新建仓: Ss Spdr P S&p 1500 Comp ETF (SPTM); 新建仓: Jpmorgan Betabuilders Develo (BBAX); 新建仓: Invesco Dorsey Wright Indus (PRN); 清仓: Inves Rafi Emer Mrkt-usd INC (PXH)
Financial Management Professionals, 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，Financial Management Professionals, Inc. 的主要板块分布如下： • Information Technology: 36.6% • Financials: 13.9% • Health Care: 9.9% • Consumer Discretionary: 8.4% • Energy: 8.2% • Industrials: 6.6%

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