Florida Trust Wealth Management Co
SANIBEL FL · SEC CIK 0001651023
$35.72亿2026Q1 申报市值
436持仓数
29.3%前十大占比 · 第一大 4.6%
35 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CL 加仓+$806.77万
EXXON MOBIL CORP 加仓+$638.60万
VCIT 加仓+$623.05万
PLTR 加仓+$511.72万
NFLX 加仓+$499.24万
2026Q1 卖出最多 按季末市值估算
PG 减仓-$421.06万
ACN 减仓-$328.09万
PYPL 减仓-$323.73万
PAYX 减仓-$322.69万
GOOG 减仓-$301.38万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE COMPUTER INC | $1.65亿 | 4.61% | 649,068 | 1,196 | 0.2% | $30.35万 | 加仓 |
| GOOG | ALPHABET INC | $1.64亿 | 4.59% | 572,130 | -10,506 | -1.8% | -$301.38万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $1.36亿 | 3.81% | 367,393 | 4,927 | 1.4% | $182.38万 | 加仓 |
| VYM | VANGUARD HIGH DIVDEND YIELD | $1.17亿 | 3.27% | 789,676 | -533 | -0.1% | -$7.89万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $9,110.03万 | 2.55% | 372,690 | -469 | -0.1% | -$11.46万 | 减仓 |
| HD | HOME DEPOT, INC. | $8,183.93万 | 2.29% | 248,836 | 488 | 0.2% | $16.05万 | 加仓 |
| V | VISA INC | $7,754.21万 | 2.17% | 256,559 | -1,440 | -0.6% | -$43.52万 | 减仓 |
| JPM | J.P. MORGAN CHASE & | $7,590.18万 | 2.12% | 258,029 | 5,285 | 2.1% | $155.46万 | 加仓 |
| VUG | VANGUARD GROWTH | $6,969.64万 | 1.95% | 159,565 | 2,605 | 1.7% | $113.78万 | 加仓 |
| AMZN | AMAZON.COM, INC | $6,944.10万 | 1.94% | 333,418 | 11,472 | 3.6% | $238.93万 | 加仓 |
| MRK | MERCK & CO INC NEWCOM | $6,051.56万 | 1.69% | 503,081 | -7,939 | -1.6% | -$95.50万 | 减仓 |
| ABBV | ABBVIE INC | $5,950.61万 | 1.67% | 273,604 | 3,356 | 1.2% | $72.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DELCL B | $5,386.06万 | 1.51% | 112,397 | -1,781 | -1.6% | -$85.35万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $5,316.35万 | 1.49% | 53,354 | 950 | 1.8% | $94.66万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $5,299.64万 | 1.48% | 184,297 | 350 | 0.2% | $10.06万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE TERM CORP | $5,021.98万 | 1.41% | 606,886 | 75,293 | 14.2% | $623.05万 | 加仓 |
| NVDA | NVIDIA CORP | $5,017.84万 | 1.40% | 287,720 | 11,797 | 4.3% | $205.74万 | 加仓 |
| BN | BROOKFIELD ORD SHS CLASS A | $4,776.22万 | 1.34% | 1,180,188 | 3,771 | 0.3% | $15.26万 | 加仓 |
| MA | MASTERCARD INC | $4,191.45万 | 1.17% | 83,886 | -1,250 | -1.5% | -$62.46万 | 减仓 |
| GLW | CORNING INC | $4,049.58万 | 1.13% | 297,829 | 3,420 | 1.2% | $46.50万 | 加仓 |
| ORCL | ORACLE CORP | $3,852.93万 | 1.08% | 261,908 | 6,719 | 2.6% | $98.84万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $3,810.18万 | 1.07% | 177,168 | -2,362 | -1.3% | -$50.80万 | 减仓 |
| CVX | CHEVRON CORP | $3,669.89万 | 1.03% | 177,375 | 3,201 | 1.8% | $66.23万 | 加仓 |
| — | EXXON MOBIL CORP | $3,583.95万 | 1.00% | 211,243 | 37,640 | 21.7% | $638.60万 | 加仓 |
| GD | GENERAL DYNAMICS | $3,583.11万 | 1.00% | 104,398 | -1,439 | -1.4% | -$49.39万 | 减仓 |
| ENB | ENBRIDGE INC | $3,567.75万 | 1.00% | 658,986 | 3,289 | 0.5% | $17.81万 | 加仓 |
| AMD | ADVANCED MICRO DEV | $3,518.89万 | 0.99% | 172,978 | 6,359 | 3.8% | $129.36万 | 加仓 |
| AVGO | BROADCOM INC | $3,470.63万 | 0.97% | 112,133 | 7,354 | 7.0% | $227.61万 | 加仓 |
| LLY | LILLY ELI & CO. | $3,354.49万 | 0.94% | 36,471 | 2,749 | 8.2% | $252.84万 | 加仓 |
| ACN | ACCENTURE PLC | $3,342.91万 | 0.94% | 168,587 | -16,546 | -8.9% | -$328.09万 | 减仓 |
| CMI | CUMMINS INC | $3,243.45万 | 0.91% | 60,285 | -515 | -0.8% | -$27.71万 | 减仓 |
| MCK | MCKESSON CORP | $3,119.36万 | 0.87% | 36,047 | -305 | -0.8% | -$26.39万 | 减仓 |
| ASML | ASML HOLDING NV | $3,017.04万 | 0.84% | 22,842 | 139 | 0.6% | $18.36万 | 加仓 |
| META | META PLATFORMS INC. CL A | $2,963.35万 | 0.83% | 51,795 | 3,946 | 8.2% | $225.76万 | 加仓 |
| TJX | TJX COS INC | $2,943.45万 | 0.82% | 184,311 | 4,632 | 2.6% | $73.97万 | 加仓 |
| IBM | IBM CORP. | $2,923.20万 | 0.82% | 120,599 | 3,878 | 3.3% | $94.00万 | 加仓 |
| CAT | CATERPILLAR INC | $2,775.53万 | 0.78% | 39,177 | 1,246 | 3.3% | $88.27万 | 加仓 |
| CBRE | CBRE GROUP, INC. | $2,745.90万 | 0.77% | 202,709 | -1,953 | -1.0% | -$26.46万 | 减仓 |
| — | HONEYWELL INTL INC | $2,601.04万 | 0.73% | 115,075 | -1,524 | -1.3% | -$34.45万 | 减仓 |
| WMT | WAL-MART STORES INC | $2,554.69万 | 0.72% | 205,559 | 8,911 | 4.5% | $110.75万 | 加仓 |
| AMGN | AMGEN INC | $2,497.99万 | 0.70% | 70,996 | -1,303 | -1.8% | -$45.85万 | 减仓 |
| AGG | ISHARES CORE US AGGREGATE BOND | $2,452.44万 | 0.69% | 247,047 | 3,431 | 1.4% | $34.06万 | 加仓 |
| NEE | NEXTERA ENERGY INCCOM | $2,448.52万 | 0.69% | 263,622 | 1,090 | 0.4% | $10.12万 | 加仓 |
| RTX | RTX CORPORATION | $2,375.99万 | 0.67% | 123,172 | 1,369 | 1.1% | $26.41万 | 加仓 |
| PEP | PEPSICO, INC. | $2,316.79万 | 0.65% | 149,191 | 487 | 0.3% | $7.56万 | 加仓 |
| CRM | SALESFORCE.COM INC | $2,140.81万 | 0.60% | 114,684 | -14,527 | -11.2% | -$271.18万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,115.93万 | 0.59% | 146,492 | -29,151 | -16.6% | -$421.06万 | 减仓 |
| GS | GOLDMAN SACHS GROUP | $2,037.48万 | 0.57% | 24,084 | 1,974 | 8.9% | $167.00万 | 加仓 |
| SO | SOUTHERN CO. | $1,972.97万 | 0.55% | 204,410 | -1,811 | -0.9% | -$17.48万 | 减仓 |
| SYK | STRYKER CORP | $1,961.45万 | 0.55% | 59,693 | 1,835 | 3.2% | $60.30万 | 加仓 |
| SPYG | SPDR PORT S&P 500 GROWTH | $1,952.42万 | 0.55% | 199,410 | 803 | 0.4% | $7.86万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $1,924.62万 | 0.54% | 29,594 | 998 | 3.5% | $64.90万 | 加仓 |
| CB | D B A CHUBB LIMITED | $1,882.44万 | 0.53% | 57,756 | -740 | -1.3% | -$24.12万 | 减仓 |
| DIS | DISNEY WALT CO | $1,785.16万 | 0.50% | 185,221 | -7,863 | -4.1% | -$75.78万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,781.10万 | 0.50% | 198,806 | -3,729 | -1.8% | -$33.41万 | 减仓 |
| MU | MICRON TECHNOLOGY | $1,777.85万 | 0.50% | 52,624 | 1,391 | 2.7% | $46.99万 | 加仓 |
| GLD | SPDR GOLD TRGOLD SHS | $1,750.85万 | 0.49% | 40,690 | 329 | 0.8% | $14.16万 | 加仓 |
| MPC | MARATHON PETROLEUM CORPORATION | $1,612.66万 | 0.45% | 66,044 | -210 | -0.3% | -$5.13万 | 减仓 |
| TSLA | TESLA MOTORS INC | $1,576.67万 | 0.44% | 42,412 | 2,398 | 6.0% | $89.15万 | 加仓 |
| FAST | FASTENAL CO | $1,569.10万 | 0.44% | 338,168 | -3,646 | -1.1% | -$16.92万 | 减仓 |
| EMR | EMERSON ELECTRIC CO | $1,545.79万 | 0.43% | 117,981 | -1,162 | -1.0% | -$15.22万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,533.48万 | 0.43% | 50,697 | 700 | 1.4% | $21.17万 | 加仓 |
| VCSH | VANGUARD SHORT TERM CORPORATE B | $1,522.18万 | 0.43% | 192,025 | 10,516 | 5.8% | $83.36万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,425.01万 | 0.40% | 138,795 | -405 | -0.3% | -$4.16万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,418.87万 | 0.40% | 23,476 | 1,562 | 7.1% | $94.41万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC NEW COM | $1,414.57万 | 0.40% | 153,241 | -5,991 | -3.8% | -$55.30万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR ADR | $1,413.27万 | 0.40% | 41,819 | 6,038 | 16.9% | $204.05万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $1,350.01万 | 0.38% | 264,967 | -10,487 | -3.8% | -$53.43万 | 减仓 |
| APH | AMPHENOL CORP NEW | $1,313.12万 | 0.37% | 103,927 | 14,551 | 16.3% | $183.85万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $1,295.85万 | 0.36% | 190,175 | 19,174 | 11.2% | $130.65万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,239.16万 | 0.35% | 153,077 | -1,107 | -0.7% | -$8.96万 | 减仓 |
| CL | COLGATE-PALMOLIVE CO | $1,209.71万 | 0.34% | 141,935 | 94,658 | 200.2% | $806.77万 | 加仓 |
| NFLX | NETFLIX INC | $1,204.96万 | 0.34% | 125,321 | 51,923 | 70.7% | $499.24万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX | $1,203.98万 | 0.34% | 241,327 | 47,500 | 24.5% | $236.98万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $1,202.49万 | 0.34% | 246,664 | 15,636 | 6.8% | $76.23万 | 加仓 |
| GE | GENERAL ELEC CO | $1,202.02万 | 0.34% | 42,359 | 1,482 | 3.6% | $42.05万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC. | $1,183.10万 | 0.33% | 2,810 | 211 | 8.1% | $88.84万 | 加仓 |
| PH | PARKER HANNIFIN CORP | $1,158.62万 | 0.32% | 12,942 | 370 | 2.9% | $33.12万 | 加仓 |
| AZO | AUTOZONE INC | $1,134.93万 | 0.32% | 3,360 | -53 | -1.6% | -$17.90万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,111.02万 | 0.31% | 154,459 | 10,444 | 7.3% | $75.12万 | 加仓 |
| ITW | ILLINOIS TOOL WORKS | $1,108.81万 | 0.31% | 42,599 | -982 | -2.3% | -$25.56万 | 减仓 |
| FCX | FREEPORT MCMORAN COPPER & GOLD | $1,081.02万 | 0.30% | 183,910 | 6,144 | 3.5% | $36.11万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH | $1,077.13万 | 0.30% | 75,403 | -1,853 | -2.4% | -$26.47万 | 减仓 |
| DFAI | DFA INTERNATIONAL CORE EQUITY M | $1,076.92万 | 0.30% | 276,418 | 47,746 | 20.9% | $186.02万 | 加仓 |
| PAYX | PAYCHEX INC | $1,069.22万 | 0.30% | 116,068 | -35,029 | -23.2% | -$322.69万 | 减仓 |
| PFF | ISHARES TR SP US PFD | $1,023.67万 | 0.29% | 337,623 | -13,108 | -3.7% | -$39.74万 | 减仓 |
| IJH | ISHARES S&P MIDCAP 400 | $998.10万 | 0.28% | 147,801 | 49,658 | 50.6% | $335.34万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $995.38万 | 0.28% | 76,018 | -726 | -0.9% | -$9.51万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $989.51万 | 0.28% | 67,645 | 34,982 | 107.1% | $511.72万 | 加仓 |
| VOO | VANGUARD S P 500 INDEX FUND ETF | $982.31万 | 0.27% | 16,439 | 2,016 | 14.0% | $120.47万 | 加仓 |
| INTU | INTUIT | $959.67万 | 0.27% | 22,195 | -6,193 | -21.8% | -$267.77万 | 减仓 |
| VZ | VERIZON COMM INC | $948.15万 | 0.27% | 188,874 | -10,726 | -5.4% | -$53.84万 | 减仓 |
| TMUS | T MOBILE US INC | $932.64万 | 0.26% | 44,405 | -361 | -0.8% | -$7.58万 | 减仓 |
| LOW | LOWES COMPANIES | $928.41万 | 0.26% | 39,293 | 2,673 | 7.3% | $63.16万 | 加仓 |
| VEA | VANGUARD MSCI EAFE ETF | $925.16万 | 0.26% | 144,376 | 20,925 | 17.0% | $134.09万 | 加仓 |
| IJR | ISHARES S&P SMALL CAP 600 | $923.36万 | 0.26% | 74,279 | 6,435 | 9.5% | $79.99万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARK | $913.18万 | 0.26% | 130,922 | 3,831 | 3.0% | $26.72万 | 加仓 |
| UNH | UNITEDHEALTH GRP INC | $891.24万 | 0.25% | 32,937 | -10,101 | -23.5% | -$273.32万 | 减仓 |
| KO | COCA COLA CO | $881.43万 | 0.25% | 115,901 | 10,630 | 10.1% | $80.84万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE | $874.83万 | 0.24% | 96,634 | 272 | 0.3% | $2.46万 | 加仓 |