Florida Trust Wealth Management Co
SANIBEL FL · SEC CIK 0001651023
$40.18亿2026Q2 申报市值
461持仓数
29.4%前十大占比 · 第一大 4.9%
29 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PH 加仓+$1,451.14万
VCIT 加仓+$1,059.43万
PWR 加仓+$545.65万
AMZN 加仓+$529.33万
AAPL 加仓+$461.27万
2026Q2 卖出最多 按季末市值估算
HONEYWELL INTL I 清仓-$2,601.04万
ACN 减仓-$1,029.58万
GLW 减仓-$751.22万
GOOG 减仓-$681.86万
AMD 减仓-$670.78万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES CORE S&P TOTAL US STOCK | $81.02万 | 0.02% | 4,932 | -259 | -5.0% | -$4.25万 | 减仓 |
| PYPL | PAYPAL HOLDINGS, INC. | $81.58万 | 0.02% | 18,894 | -4,000 | -17.5% | -$17.27万 | 减仓 |
| MNST | MONSTER BEVERAGE CORPORATION | $84.20万 | 0.02% | 8,760 | 2,856 | 48.4% | $27.45万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $84.57万 | 0.02% | 1,324 | 1,324 | — | $84.57万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $85.53万 | 0.02% | 25,155 | -105 | -0.4% | -$3,570 | 减仓 |
| VNQ | VANGUARD SF REIT ETF | $85.62万 | 0.02% | 8,879 | -560 | -5.9% | -$5.40万 | 减仓 |
| BABA | ALIBABA GROUP HOLDING LIMITED | $86.86万 | 0.02% | 9,050 | 1,971 | 27.8% | $18.92万 | 加仓 |
| KLAC | KLA TENCOR CORP | $86.89万 | 0.02% | 2,880 | 800 | 38.5% | $24.14万 | 加仓 |
| SPBO | SPDR BARCLAYS ISSUER SCORED COR | $87.12万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETROLEUM | $90.55万 | 0.02% | 18,644 | -467 | -2.4% | -$2.27万 | 减仓 |
| DDOG | DATADOG INC CLASS A | $91.99万 | 0.02% | 3,533 | 339 | 10.6% | $8.83万 | 加仓 |
| ECL | ECOLAB INC | $94.64万 | 0.02% | 3,397 | 510 | 17.7% | $14.21万 | 加仓 |
| GPC | GENUINE PARTS CO | $94.81万 | 0.02% | 8,036 | -150 | -1.8% | -$1.77万 | 减仓 |
| GOVT | ISHARES US TREASURY BOND ETF | $95.37万 | 0.02% | 41,866 | 26,377 | 170.3% | $60.09万 | 加仓 |
| AMP | AMERIPRISE FINANCIAL, INC. | $96.25万 | 0.02% | 2,098 | -180 | -7.9% | -$8.26万 | 减仓 |
| OMC | OMNICOM GROUP INC | $100.09万 | 0.02% | 13,742 | -2,574 | -15.8% | -$18.75万 | 减仓 |
| STZ | CONSTELLATION BRANDS | $100.81万 | 0.03% | 7,248 | -1,089 | -13.1% | -$15.15万 | 减仓 |
| KMB | KIMBERLY-CLARK | $100.83万 | 0.03% | 9,186 | -197 | -2.1% | -$2.16万 | 减仓 |
| BDX | BECTON, DICKINSON | $101.01万 | 0.03% | 6,675 | -14 | -0.2% | -$2,119 | 减仓 |
| DVY | ISHARES DJ SELECT DIVIDEND | $101.89万 | 0.03% | 6,519 | 138 | 2.2% | $2.16万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC, INC | $102.13万 | 0.03% | 2,037 | -126 | -5.8% | -$6.32万 | 减仓 |
| CBSH | COMMERCE BANCSHARES | $104.60万 | 0.03% | 18,113 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $106.28万 | 0.03% | 12,549 | 32 | 0.3% | $2,710 | 加仓 |
| ELV | ELEVANCE HEALTH ORD SHS | $106.51万 | 0.03% | 2,754 | 24 | 0.9% | $9,282 | 加仓 |
| LIN | LINDE PLC SHS | $107.37万 | 0.03% | 2,069 | 782 | 60.8% | $40.58万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $110.71万 | 0.03% | 2,254 | 505 | 28.9% | $24.80万 | 加仓 |
| APD | AIR PRODS & CHEMS | $110.91万 | 0.03% | 3,783 | 134 | 3.7% | $3.93万 | 加仓 |
| ALL | ALLSTATE CORP | $116.00万 | 0.03% | 4,875 | 98 | 2.1% | $2.33万 | 加仓 |
| XLE | ENERGY SELECT SECTOR SPDR | $118.04万 | 0.03% | 22,225 | 256 | 1.2% | $1.36万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $118.57万 | 0.03% | 19,865 | 3,619 | 22.3% | $21.60万 | 加仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $119.34万 | 0.03% | 3,001 | -666 | -18.2% | -$26.49万 | 减仓 |
| DIA | SPDR DJ INDUSTRIAL AVERAGE ETF | $119.99万 | 0.03% | 2,297 | 92 | 4.2% | $4.81万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $120.00万 | 0.03% | 6,827 | 284 | 4.3% | $4.99万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL ST | $121.92万 | 0.03% | 14,261 | 3,781 | 36.1% | $32.32万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES ORD SHS | $122.02万 | 0.03% | 4,199 | 587 | 16.3% | $17.06万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $123.62万 | 0.03% | 38,984 | -943 | -2.4% | -$2.99万 | 减仓 |
| EFX | EQUIFAX, INC. | $127.90万 | 0.03% | 8,058 | -400 | -4.7% | -$6.35万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDGS PUB LT | $128.83万 | 0.03% | 1,335 | 52 | 4.1% | $5.02万 | 加仓 |
| NVO | NOVO-NORDISK A/S ADR | $129.92万 | 0.03% | 27,100 | 4,506 | 19.9% | $21.60万 | 加仓 |
| VTR | VENTAS INC | $130.97万 | 0.03% | 14,749 | -11 | -0.1% | -$977 | 减仓 |
| HYG | ISHARES HIGH YIELD CORP BND FD | $131.32万 | 0.03% | 16,421 | -148 | -0.9% | -$1.18万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $132.76万 | 0.03% | 3,077 | 3,077 | — | $132.76万 | 新建仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $134.34万 | 0.03% | 1,910 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $134.79万 | 0.03% | 55,975 | -1,683 | -2.9% | -$4.05万 | 减仓 |
| EME | EMCOR GROUP INC | $137.59万 | 0.03% | 1,658 | 308 | 22.8% | $25.56万 | 加仓 |
| NEM | NEWMONT MINING CORP | $139.64万 | 0.03% | 14,951 | -438 | -2.8% | -$4.09万 | 减仓 |
| PLD | PROLOGIS | $144.79万 | 0.04% | 10,688 | 2,948 | 38.1% | $39.94万 | 加仓 |
| RJF | RAYMOND JAMES FINL | $146.60万 | 0.04% | 9,644 | -35 | -0.4% | -$5,320 | 减仓 |
| TSCO | TRACTOR SUPPLY COMPANY | $147.15万 | 0.04% | 46,551 | -23,177 | -33.2% | -$73.26万 | 减仓 |
| DOW | DOW INC | $148.69万 | 0.04% | 54,346 | -9,340 | -14.7% | -$25.55万 | 减仓 |
| IVW | ISHARES S&P 500 BARRA GROWTH | $149.61万 | 0.04% | 10,878 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY | $149.77万 | 0.04% | 2 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST ETF | $150.94万 | 0.04% | 19,990 | 199 | 1.0% | $1.50万 | 加仓 |
| VLO | VALERO ENERGY | $159.65万 | 0.04% | 6,130 | 139 | 2.3% | $3.62万 | 加仓 |
| XEL | XCEL ENERGY INC | $159.95万 | 0.04% | 19,919 | 1,502 | 8.2% | $12.06万 | 加仓 |
| SCHG | SCHWAB US LARGE CAP GROWTH | $161.43万 | 0.04% | 47,703 | 27,856 | 140.4% | $94.26万 | 加仓 |
| SDY | SPDR S&P DIVIDEND | $163.38万 | 0.04% | 10,736 | -93 | -0.9% | -$1.42万 | 减仓 |
| BP | BP AMOCO PLC ADR | $163.57万 | 0.04% | 44,267 | -6,213 | -12.3% | -$22.96万 | 减仓 |
| DLR | DIGITAL REALTY TRUST | $165.55万 | 0.04% | 9,219 | -223 | -2.4% | -$4.00万 | 减仓 |
| NKE | NIKE, INC. | $167.24万 | 0.04% | 40,741 | -28,050 | -40.8% | -$115.15万 | 减仓 |
| RIO | RIO TINTO PLC | $169.28万 | 0.04% | 17,832 | 6,543 | 58.0% | $62.11万 | 加仓 |
| QUAL | ISHARES EDGE MSCI USA QUALITY F | $170.43万 | 0.04% | 7,767 | 5 | 0.1% | $1,097 | 加仓 |
| — | DIMENSIONAL U S CORE EQUITY 2 E | $171.20万 | 0.04% | 38,593 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $176.25万 | 0.04% | 24,029 | -118 | -0.5% | -$8,655 | 减仓 |
| VEU | VANGUARD FTSE ALL WORLD ETF | $177.22万 | 0.04% | 21,160 | -200 | -0.9% | -$1.68万 | 减仓 |
| CDNS | CADENCE DESIGN SYS | $179.70万 | 0.04% | 4,788 | 2 | 0.0% | $751 | 加仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SH | $182.64万 | 0.05% | 22,162 | 4,728 | 27.1% | $38.96万 | 加仓 |
| HUM | HUMANA INC | $185.30万 | 0.05% | 4,665 | -58 | -1.2% | -$2.30万 | 减仓 |
| DASH | DOORDASH INC CL A | $186.78万 | 0.05% | 10,122 | 1,717 | 20.4% | $31.68万 | 加仓 |
| KKR | KKR CO INC A | $190.26万 | 0.05% | 20,730 | -7,323 | -26.1% | -$67.21万 | 减仓 |
| CSX | CSX CORP | $191.95万 | 0.05% | 40,384 | -116 | -0.3% | -$5,513 | 减仓 |
| PSX | PHILLIPS 66 | $200.34万 | 0.05% | 11,851 | 3,760 | 46.5% | $63.56万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $200.35万 | 0.05% | 8,989 | 753 | 9.1% | $16.78万 | 加仓 |
| ADSK | AUTODESK INC | $202.14万 | 0.05% | 10,397 | -5,318 | -33.8% | -$103.39万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $202.65万 | 0.05% | 6,745 | -212 | -3.0% | -$6.37万 | 减仓 |
| SYY | SYSCO CORP | $203.30万 | 0.05% | 24,324 | 2,442 | 11.2% | $20.41万 | 加仓 |
| LYV | LIVE NATION | $205.80万 | 0.05% | 11,239 | 990 | 9.7% | $18.13万 | 加仓 |
| NVS | NOVARTIS AG | $206.65万 | 0.05% | 13,186 | 961 | 7.9% | $15.06万 | 加仓 |
| CVS | CVS HEALTH CORPORATION | $207.34万 | 0.05% | 20,043 | 1,288 | 6.9% | $13.32万 | 加仓 |
| AFL | AFLAC INCORPORATED | $211.38万 | 0.05% | 18,028 | 1,325 | 7.9% | $15.54万 | 加仓 |
| CMCSA | COMCAST CORP NEW A | $212.46万 | 0.05% | 86,540 | -24,023 | -21.7% | -$58.98万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB | $213.07万 | 0.05% | 36,978 | -3,743 | -9.2% | -$21.57万 | 减仓 |
| UNP | UNION PACIFIC CORP | $215.32万 | 0.05% | 7,916 | 1,222 | 18.3% | $33.24万 | 加仓 |
| IDXX | IDEXX LABS INC | $221.10万 | 0.06% | 4,200 | 2,697 | 179.4% | $141.98万 | 加仓 |
| USHY | ISHARES TR | $222.62万 | 0.06% | 60,136 | 23,331 | 63.4% | $86.37万 | 加仓 |
| SPGI | S P GLOBAL INC | $223.22万 | 0.06% | 5,481 | 188 | 3.6% | $7.66万 | 加仓 |
| DGX | QUEST DIAGNOSTICS | $225.03万 | 0.06% | 10,617 | 4,131 | 63.7% | $87.56万 | 加仓 |
| T | AT&T INC COM | $227.57万 | 0.06% | 109,938 | -7,498 | -6.4% | -$15.52万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $228.69万 | 0.06% | 5,071 | -468 | -8.4% | -$21.11万 | 减仓 |
| UPS | UNITED PARCEL SVC | $233.79万 | 0.06% | 21,748 | -5,854 | -21.2% | -$62.93万 | 减仓 |
| CASY | CASEY'S GEN STORES | $236.29万 | 0.06% | 2,973 | 2,384 | 404.8% | $189.48万 | 加仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $236.66万 | 0.06% | 1,712 | 765 | 80.8% | $105.75万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND | $249.21万 | 0.06% | 32,492 | 10,225 | 45.9% | $78.43万 | 加仓 |
| EFA | ISHARES MSCI EAFE | $249.81万 | 0.06% | 24,048 | 76 | 0.3% | $7,895 | 加仓 |
| O | REALTY INCOME CORP | $256.26万 | 0.06% | 41,359 | 219 | 0.5% | $1.36万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $256.94万 | 0.06% | 20,693 | 665 | 3.3% | $8.26万 | 加仓 |
| WFC | WELLS FARGO & CO NEW | $257.72万 | 0.06% | 31,186 | -1,761 | -5.3% | -$14.55万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOG | $259.79万 | 0.06% | 21,736 | 680 | 3.2% | $8.13万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $269.21万 | 0.07% | 21,308 | 884 | 4.3% | $11.17万 | 加仓 |
| NOW | SERVICENOW INC | $276.16万 | 0.07% | 27,816 | -1,833 | -6.2% | -$18.20万 | 减仓 |