FLC Capital Advisors
PALM DESERT CA · SEC CIK 0001713697
$6.22亿2026Q2 申报市值
236持仓数
46.2%前十大占比 · 第一大 7.6%
26 / 15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
STIP 新建仓+$1,066.56万
SCHR 加仓+$402.33万
SCHO 加仓+$347.83万
SPTL 加仓+$219.62万
VCIT 加仓+$141.91万
2026Q2 卖出最多 按季末市值估算
BWX 清仓-$946.44万
AAPL 减仓-$257.91万
FIRST FNDTN INC 清仓-$85.29万
EMXC 减仓-$80.59万
BRK/B 减仓-$80.31万
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 |
|---|---|---|---|---|---|---|---|---|
| BWX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -431,181 | -100.0% | -$946.44万 | 清仓 |
| — | FIRST FNDTN INC | $0 | 0.00% | 0 | -144,557 | -100.0% | -$85.29万 | 清仓 |
| B | BARRICK MNG CORP 看跌期权 | $0 | 0.00% | 0 | -16,000 | -100.0% | -$65.26万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -677 | -100.0% | -$29.27万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -5,543 | -100.0% | -$26.71万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -4,216 | -100.0% | -$24.65万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -10,674 | -100.0% | -$24.01万 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -1,644 | -100.0% | -$22.75万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -896 | -100.0% | -$21.78万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -2,365 | -100.0% | -$21.41万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -5,468 | -100.0% | -$21.36万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,315 | -100.0% | -$21.00万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -4,050 | -100.0% | -$20.81万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,571 | -100.0% | -$20.74万 | 清仓 |
| EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | -3,457 | -100.0% | -$20.51万 | 清仓 |
| ABEV | AMBEV SA | $5.29万 | 0.01% | 16,848 | -43,617 | -72.1% | -$13.70万 | 减仓 |
| JOBY | JOBY AVIATION INC | $18.38万 | 0.03% | 20,605 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $20.05万 | 0.03% | 2,420 | 2,420 | — | $20.05万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $20.30万 | 0.03% | 3,722 | 3,722 | — | $20.30万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $20.32万 | 0.03% | 3,897 | 3,897 | — | $20.32万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $21.13万 | 0.03% | 5,828 | 5,828 | — | $21.13万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $21.17万 | 0.03% | 2,260 | 2,260 | — | $21.17万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.20万 | 0.03% | 1,351 | -183 | -11.9% | -$2.87万 | 减仓 |
| TKR | TIMKEN CO | $21.42万 | 0.03% | 1,474 | 1,474 | — | $21.42万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $21.42万 | 0.03% | 1,304 | 0 | 0.0% | — | 重新持有 |
| DLR | DIGITAL RLTY TR INC | $21.48万 | 0.03% | 1,196 | 1,196 | — | $21.48万 | 新建仓 |
| GIS | GENERAL MILLS INC | $21.92万 | 0.04% | 6,300 | -1,451 | -18.7% | -$5.05万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $22.13万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES TR | $22.14万 | 0.04% | 1,233 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $22.31万 | 0.04% | 1,524 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $22.32万 | 0.04% | 893 | 0 | 0.0% | — | 重新持有 |
| — | NUVEEN CALIF AMT FREE MUNI I | $22.37万 | 0.04% | 17,850 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $22.39万 | 0.04% | 2,397 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $22.43万 | 0.04% | 2,259 | 114 | 5.3% | $1.13万 | 加仓 |
| RBA | RB GLOBAL INC | $22.52万 | 0.04% | 1,934 | 1,934 | — | $22.52万 | 新建仓 |
| VST | VISTRA CORP | $22.83万 | 0.04% | 1,439 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $22.84万 | 0.04% | 2,984 | -228 | -7.1% | -$1.75万 | 减仓 |
| FORM | FORMFACTOR INC | $22.87万 | 0.04% | 1,430 | 1,430 | — | $22.87万 | 新建仓 |
| BA | BOEING CO | $23.10万 | 0.04% | 1,067 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $23.12万 | 0.04% | 362 | 362 | — | $23.12万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $23.25万 | 0.04% | 2,422 | -634 | -20.7% | -$6.09万 | 减仓 |
| FULT | FULTON FINL CORP PA | $23.69万 | 0.04% | 9,792 | 9,792 | — | $23.69万 | 新建仓 |
| BCS | BARCLAYS PLC | $23.81万 | 0.04% | 8,864 | 0 | 0.0% | — | 重新持有 |
| IAT | ISHARES TR | $24.11万 | 0.04% | 3,876 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.01万 | 0.04% | 4,341 | -385 | -8.1% | -$2.22万 | 减仓 |
| ASML | ASML HLDG NV | $25.07万 | 0.04% | 126 | 126 | — | $25.07万 | 新建仓 |
| DY | DYCOM INDS INC | $25.28万 | 0.04% | 500 | -637 | -56.0% | -$32.21万 | 重新持有 |
| SCHZ | SCHWAB STRATEGIC TR | $25.38万 | 0.04% | 10,972 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $25.41万 | 0.04% | 5,939 | 469 | 8.6% | $2.01万 | 加仓 |
| NVT | NVENT ELEC PLC | $25.66万 | 0.04% | 1,513 | 1,513 | — | $25.66万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $26.28万 | 0.04% | 5,001 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $26.39万 | 0.04% | 365 | 365 | — | $26.39万 | 新建仓 |
| MCK | MCKESSON CORP | $26.45万 | 0.04% | 350 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $26.51万 | 0.04% | 2,950 | 2,950 | — | $26.51万 | 新建仓 |
| B | BARRICK MNG CORP | $26.74万 | 0.04% | 7,280 | -17,700 | -70.9% | -$65.01万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $26.75万 | 0.04% | 2,000 | 2,000 | — | $26.75万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $27.02万 | 0.04% | 3,133 | 3,133 | — | $27.02万 | 新建仓 |
| SNDK | SANDISK CORP | $27.28万 | 0.04% | 120 | 120 | — | $27.28万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $27.53万 | 0.04% | 875 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $27.58万 | 0.04% | 1,215 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $27.59万 | 0.04% | 3,400 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $28.20万 | 0.05% | 3,637 | -1,679 | -31.6% | -$13.02万 | 减仓 |
| BE | BLOOM ENERGY CORP | $28.21万 | 0.05% | 932 | 932 | — | $28.21万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $28.38万 | 0.05% | 761 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.62万 | 0.05% | 375 | 375 | — | $28.62万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $29.47万 | 0.05% | 12,574 | -1 | -0.0% | -$23 | 减仓 |
| COR | CENCORA INC | $29.66万 | 0.05% | 1,048 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $30.03万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $30.27万 | 0.05% | 594 | 120 | 25.3% | $6.12万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $30.42万 | 0.05% | 2,082 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $30.95万 | 0.05% | 1,021 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $31.54万 | 0.05% | 328 | 25 | 8.3% | $2.40万 | 加仓 |
| IXN | ISHARES TR | $31.90万 | 0.05% | 2,208 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $32.30万 | 0.05% | 955 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $32.65万 | 0.05% | 6,228 | -2,215 | -26.2% | -$11.61万 | 减仓 |
| PFFD | GLOBAL X FDS | $32.89万 | 0.05% | 17,600 | -2,322 | -11.7% | -$4.34万 | 减仓 |
| EFG | ISHARES TR | $33.23万 | 0.05% | 2,671 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $33.44万 | 0.05% | 3,882 | -6,000 | -60.7% | -$51.68万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $33.64万 | 0.05% | 22,964 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $33.88万 | 0.05% | 3,540 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $33.97万 | 0.05% | 2,483 | 553 | 28.7% | $7.57万 | 加仓 |
| OEF | ISHARES TR | $34.25万 | 0.06% | 936 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $34.70万 | 0.06% | 1,557 | 225 | 16.9% | $5.01万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $35.32万 | 0.06% | 2,796 | 100 | 3.7% | $1.26万 | 加仓 |
| CIEN | CIENA CORP | $35.42万 | 0.06% | 722 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $35.48万 | 0.06% | 3,297 | 229 | 7.5% | $2.46万 | 加仓 |
| LOW | LOWES COS INC | $35.50万 | 0.06% | 1,610 | 150 | 10.3% | $3.31万 | 加仓 |
| ORCL | ORACLE CORP | $35.52万 | 0.06% | 2,424 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $35.57万 | 0.06% | 9,547 | 0 | 0.0% | — | 不变 |
| DFCA | DIMENSIONAL ETF TRUST | $35.68万 | 0.06% | 7,110 | 2,200 | 44.8% | $11.04万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $36.13万 | 0.06% | 2,800 | 0 | 0.0% | — | 不变 |
| NGL | NGL ENERGY PARTNERS LP | $36.32万 | 0.06% | 22,800 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $37.19万 | 0.06% | 4,098 | 135 | 3.4% | $1.22万 | 加仓 |
| MDT | MEDTRONIC PLC | $38.21万 | 0.06% | 4,884 | 1,540 | 46.1% | $12.05万 | 加仓 |
| KO | COCA COLA CO | $38.40万 | 0.06% | 4,725 | -21 | -0.4% | -$1,707 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.41万 | 0.06% | 4,860 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $38.67万 | 0.06% | 3,055 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $38.69万 | 0.06% | 1,626 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $39.60万 | 0.06% | 2,925 | -330 | -10.1% | -$4.47万 | 减仓 |
| MS | MORGAN STANLEY | $40.09万 | 0.06% | 1,918 | 0 | 0.0% | — | 不变 |