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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $1,379.31万 | 0.34% | 27,074 | 3,598 | 15.3% | $183.30万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC NEW COM | $1,392.36万 | 0.35% | 151,196 | -2,045 | -1.3% | -$18.83万 | 减仓 |
| FTNT | FORTINET INC | $1,409.86万 | 0.35% | 91,776 | -6,366 | -6.5% | -$97.79万 | 减仓 |
| CRM | SALESFORCE.COM INC | $1,465.44万 | 0.36% | 93,543 | -21,141 | -18.4% | -$331.19万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $1,485.75万 | 0.37% | 260,750 | 14,086 | 5.7% | $80.26万 | 加仓 |
| GLD | SPDR GOLD TRGOLD SHS | $1,505.13万 | 0.37% | 40,858 | 168 | 0.4% | $6.19万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX | $1,526.76万 | 0.38% | 301,850 | 60,523 | 25.1% | $306.13万 | 加仓 |
| PWR | QUANTA SERVICES | $1,560.69万 | 0.39% | 21,675 | 7,578 | 53.8% | $545.65万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $1,630.98万 | 0.41% | 113,935 | -4,046 | -3.4% | -$57.92万 | 减仓 |
| FAST | FASTENAL CO | $1,634.83万 | 0.41% | 340,377 | 2,209 | 0.7% | $10.61万 | 加仓 |
| MPC | MARATHON PETROLEUM CORPORATION | $1,680.85万 | 0.42% | 65,743 | -301 | -0.5% | -$7.70万 | 减仓 |
| GE | GENERAL ELEC CO | $1,706.41万 | 0.42% | 45,659 | 3,300 | 7.8% | $123.33万 | 加仓 |
| DIS | DISNEY WALT CO | $1,752.08万 | 0.44% | 182,034 | -3,187 | -1.7% | -$30.67万 | 减仓 |
| VCSH | VANGUARD SHORT TERM CORPORATE B | $1,752.25万 | 0.44% | 221,719 | 29,694 | 15.5% | $234.67万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,863.32万 | 0.46% | 55,087 | 4,390 | 8.7% | $148.49万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,868.70万 | 0.47% | 182,865 | -15,941 | -8.0% | -$162.90万 | 减仓 |
| TSLA | TESLA MOTORS INC | $1,887.19万 | 0.47% | 44,869 | 2,457 | 5.8% | $103.34万 | 加仓 |
| CB | D B A CHUBB LIMITED | $1,935.85万 | 0.48% | 56,813 | -943 | -1.6% | -$32.13万 | 减仓 |
| SYK | STRYKER CORP | $1,941.46万 | 0.48% | 61,665 | 1,972 | 3.3% | $62.09万 | 加仓 |
| SO | SOUTHERN CO. | $1,948.03万 | 0.48% | 203,535 | -875 | -0.4% | -$8.37万 | 减仓 |
| PEP | PEPSICO, INC. | $1,980.21万 | 0.49% | 146,249 | -2,942 | -2.0% | -$39.83万 | 减仓 |
| APH | AMPHENOL CORP NEW | $2,041.73万 | 0.51% | 115,797 | 11,870 | 11.4% | $209.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,117.09万 | 0.53% | 144,373 | -2,119 | -1.4% | -$31.07万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR ADR | $2,148.68万 | 0.53% | 44,992 | 3,173 | 7.6% | $151.53万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $2,156.90万 | 0.54% | 28,883 | -711 | -2.4% | -$53.10万 | 减仓 |
| RTX | RTX CORPORATION | $2,342.75万 | 0.58% | 123,478 | 306 | 0.2% | $5.81万 | 加仓 |
| NEE | NEXTERA ENERGY INCCOM | $2,429.47万 | 0.60% | 276,800 | 13,178 | 5.0% | $115.66万 | 加仓 |
| WMT | WAL-MART STORES INC | $2,461.81万 | 0.61% | 217,359 | 11,800 | 5.7% | $133.65万 | 加仓 |
| AMGN | AMGEN INC | $2,473.46万 | 0.62% | 68,305 | -2,691 | -3.8% | -$97.45万 | 减仓 |
| AGG | ISHARES CORE US AGGREGATE BOND | $2,504.88万 | 0.62% | 253,069 | 6,022 | 2.4% | $59.61万 | 加仓 |
| SPYG | SPDR PORT S&P 500 GROWTH | $2,584.61万 | 0.64% | 217,212 | 17,802 | 8.9% | $211.83万 | 加仓 |
| GS | GOLDMAN SACHS GROUP | $2,629.46万 | 0.65% | 25,999 | 1,915 | 8.0% | $193.68万 | 加仓 |
| META | META PLATFORMS INC. CL A | $2,642.62万 | 0.66% | 46,914 | -4,881 | -9.4% | -$274.94万 | 减仓 |
| CBRE | CBRE GROUP, INC. | $2,651.71万 | 0.66% | 196,875 | -5,834 | -2.9% | -$78.58万 | 减仓 |
| MCK | MCKESSON CORP | $2,681.62万 | 0.67% | 35,490 | -557 | -1.5% | -$42.09万 | 减仓 |
| PH | PARKER HANNIFIN CORP | $2,717.02万 | 0.68% | 27,778 | 14,836 | 114.6% | $1,451.14万 | 加仓 |
| — | EXXON MOBIL CORP | $2,872.88万 | 0.71% | 210,129 | -1,114 | -0.5% | -$15.23万 | 减仓 |
| TJX | TJX COS INC | $2,957.07万 | 0.74% | 195,186 | 10,875 | 5.9% | $164.76万 | 加仓 |
| CVX | CHEVRON CORP | $3,017.25万 | 0.75% | 182,025 | 4,650 | 2.6% | $77.08万 | 加仓 |
| ENB | ENBRIDGE INC | $3,455.12万 | 0.86% | 637,359 | -21,627 | -3.3% | -$117.24万 | 减仓 |
| GD | GENERAL DYNAMICS | $3,613.21万 | 0.90% | 102,000 | -2,398 | -2.3% | -$84.95万 | 减仓 |
| IBM | IBM CORP. | $3,729.10万 | 0.93% | 132,609 | 12,010 | 10.0% | $337.73万 | 加仓 |
| ORCL | ORACLE CORP | $3,856.40万 | 0.96% | 263,146 | 1,238 | 0.5% | $18.14万 | 加仓 |
| MA | MASTERCARD INC | $4,086.51万 | 1.02% | 79,566 | -4,320 | -5.1% | -$221.88万 | 减仓 |
| CAT | CATERPILLAR INC | $4,193.90万 | 1.04% | 39,383 | 206 | 0.5% | $21.94万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $4,209.56万 | 1.05% | 177,904 | 736 | 0.4% | $17.42万 | 加仓 |
| CMI | CUMMINS INC | $4,281.76万 | 1.07% | 60,035 | -250 | -0.4% | -$17.83万 | 减仓 |
| AVGO | BROADCOM INC | $4,448.46万 | 1.11% | 117,762 | 5,629 | 5.0% | $212.64万 | 加仓 |
| ASML | ASML HOLDING NV | $4,507.67万 | 1.12% | 22,658 | -184 | -0.8% | -$36.61万 | 减仓 |
| LLY | LILLY ELI & CO. | $4,778.05万 | 1.19% | 39,836 | 3,365 | 9.2% | $403.61万 | 加仓 |
| BN | BROOKFIELD ORD SHS CLASS A | $4,951.76万 | 1.23% | 1,162,657 | -17,531 | -1.5% | -$74.66万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $5,069.22万 | 1.26% | 54,189 | 835 | 1.6% | $78.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DELCL B | $5,470.26万 | 1.36% | 109,320 | -3,077 | -2.7% | -$153.97万 | 减仓 |
| NVDA | NVIDIA CORP | $5,945.23万 | 1.48% | 297,128 | 9,408 | 3.3% | $188.24万 | 加仓 |
| MU | MICRON TECHNOLOGY | $6,024.93万 | 1.50% | 52,196 | -428 | -0.8% | -$49.40万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE TERM CORP | $6,075.35万 | 1.51% | 735,069 | 128,183 | 21.1% | $1,059.43万 | 加仓 |
| MRK | MERCK & CO INC NEWCOM | $6,382.99万 | 1.59% | 496,731 | -6,350 | -1.3% | -$81.60万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $6,552.88万 | 1.63% | 183,364 | -933 | -0.5% | -$33.34万 | 减仓 |
| GLW | CORNING INC | $6,856.23万 | 1.71% | 268,419 | -29,410 | -9.9% | -$751.22万 | 减仓 |
| ABBV | ABBVIE INC | $7,128.31万 | 1.77% | 283,274 | 9,670 | 3.5% | $243.34万 | 加仓 |
| VUG | VANGUARD GROWTH | $8,305.22万 | 2.07% | 964,154 | 6,764 | 0.7% | $58.27万 | 加仓 |
| AMZN | AMAZON.COM, INC | $8,476.01万 | 2.11% | 355,627 | 22,209 | 6.7% | $529.33万 | 加仓 |
| V | VISA INC | $8,542.63万 | 2.13% | 248,992 | -7,567 | -2.9% | -$259.62万 | 减仓 |
| JPM | J.P. MORGAN CHASE & | $8,558.14万 | 2.13% | 261,453 | 3,424 | 1.3% | $112.08万 | 加仓 |
| HD | HOME DEPOT, INC. | $8,608.04万 | 2.14% | 244,076 | -4,760 | -1.9% | -$167.87万 | 减仓 |
| AMD | ADVANCED MICRO DEV | $9,377.69万 | 2.33% | 161,431 | -11,547 | -6.7% | -$670.78万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $9,574.64万 | 2.38% | 376,999 | 4,309 | 1.2% | $109.44万 | 加仓 |
| VYM | VANGUARD HIGH DIVDEND YIELD | $1.26亿 | 3.14% | 798,906 | 9,230 | 1.2% | $145.86万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $1.36亿 | 3.37% | 363,430 | -3,963 | -1.1% | -$147.83万 | 减仓 |
| AAPL | APPLE COMPUTER INC | $1.92亿 | 4.79% | 665,009 | 15,941 | 2.5% | $461.27万 | 加仓 |
| GOOG | ALPHABET INC | $1.95亿 | 4.86% | 552,832 | -19,298 | -3.4% | -$681.86万 | 减仓 |