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 |
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | $40.13万 | 0.06% | 8,850 | -78 | -0.9% | -$3,537 | 减仓 |
| WFC | WELLS FARGO & CO | $40.54万 | 0.07% | 4,906 | -921 | -15.8% | -$7.61万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $40.92万 | 0.07% | 2,533 | 2,533 | — | $40.92万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $41.53万 | 0.07% | 564 | -401 | -41.6% | -$29.53万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $41.86万 | 0.07% | 7,882 | -98 | -1.2% | -$5,205 | 减仓 |
| UL | UNILEVER PLC | $42.04万 | 0.07% | 6,993 | -3,555 | -33.7% | -$21.37万 | 减仓 |
| MCD | MCDONALDS CORP | $42.08万 | 0.07% | 1,557 | 25 | 1.6% | $6,757 | 加仓 |
| UNP | UNION PAC CORP | $42.27万 | 0.07% | 1,554 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $43.11万 | 0.07% | 7,380 | -748 | -9.2% | -$4.37万 | 减仓 |
| GEV | GE VERNOVA INC | $43.70万 | 0.07% | 372 | -22 | -5.6% | -$2.58万 | 减仓 |
| EME | EMCOR GROUP INC | $46.47万 | 0.07% | 560 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $47.10万 | 0.08% | 9,824 | -800 | -7.5% | -$3.84万 | 减仓 |
| GE | GE AEROSPACE | $47.19万 | 0.08% | 1,263 | 12 | 1.0% | $4,483 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $47.75万 | 0.08% | 3,433 | -1,004 | -22.6% | -$13.96万 | 减仓 |
| NVS | NOVARTIS AG | $48.05万 | 0.08% | 3,066 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $48.15万 | 0.08% | 13,833 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $49.62万 | 0.08% | 3,545 | -1,266 | -26.3% | -$17.72万 | 减仓 |
| ET | ENERGY TRANSFER L P | $50.72万 | 0.08% | 26,525 | 107 | 0.4% | $2,046 | 加仓 |
| CRM | SALESFORCE INC | $52.68万 | 0.08% | 3,363 | -480 | -12.5% | -$7.52万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $53.10万 | 0.09% | 711 | -315 | -30.7% | -$23.52万 | 减仓 |
| IWM | ISHARES TR | $53.93万 | 0.09% | 1,795 | -10 | -0.6% | -$3,005 | 减仓 |
| SPYM | SPDR SERIES TRUST | $54.05万 | 0.09% | 6,151 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $54.59万 | 0.09% | 7,635 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $54.66万 | 0.09% | 5,679 | -39 | -0.7% | -$3,754 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $54.73万 | 0.09% | 1,545 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $54.81万 | 0.09% | 1,554 | -83 | -5.1% | -$2.93万 | 减仓 |
| EIX | EDISON INTL | $54.91万 | 0.09% | 7,376 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $55.15万 | 0.09% | 6,121 | 6,121 | — | $55.15万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $55.23万 | 0.09% | 1,853 | 110 | 6.3% | $3.28万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $58.36万 | 0.09% | 577 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $59.10万 | 0.10% | 1,984 | -116 | -5.5% | -$3.46万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $60.37万 | 0.10% | 879 | -409 | -31.8% | -$28.09万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $60.40万 | 0.10% | 4,119 | -137 | -3.2% | -$2.01万 | 减仓 |
| XYZ | BLOCK INC | $60.41万 | 0.10% | 7,949 | 0 | 0.0% | — | 不变 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $62.87万 | 0.10% | 18,417 | 18,417 | — | $62.87万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $64.31万 | 0.10% | 9,565 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $64.79万 | 0.10% | 31,298 | 3,664 | 13.3% | $7.58万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $65.69万 | 0.11% | 4,140 | -103 | -2.4% | -$1.63万 | 减仓 |
| FDX | FEDEX CORP | $66.45万 | 0.11% | 2,122 | -277 | -11.5% | -$8.67万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $67.13万 | 0.11% | 20,999 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $67.83万 | 0.11% | 2,479 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $67.90万 | 0.11% | 14,232 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $70.49万 | 0.11% | 6,786 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $71.25万 | 0.11% | 2,091 | -221 | -9.6% | -$7.53万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.12% | 1 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $75.54万 | 0.12% | 2,086 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $77.88万 | 0.13% | 4,928 | -239 | -4.6% | -$3.78万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $78.76万 | 0.13% | 15,571 | 488 | 3.2% | $2.47万 | 加仓 |
| EQIX | EQUINIX INC | $79.01万 | 0.13% | 758 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $79.36万 | 0.13% | 15,929 | 80 | 0.5% | $3,986 | 加仓 |
| VLUE | ISHARES TR | $79.84万 | 0.13% | 3,996 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $80.92万 | 0.13% | 1,393 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $82.52万 | 0.13% | 13,319 | 575 | 4.5% | $3.56万 | 加仓 |
| CMF | ISHARES TR | $83.88万 | 0.13% | 14,553 | 4,249 | 41.2% | $24.49万 | 加仓 |
| DXJ | WISDOMTREE TR | $84.64万 | 0.14% | 4,878 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $86.06万 | 0.14% | 5,315 | -4 | -0.1% | -$648 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $87.00万 | 0.14% | 20,548 | 1,280 | 6.6% | $5.42万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $87.92万 | 0.14% | 2,029 | -160 | -7.3% | -$6.93万 | 减仓 |
| CME | CME GROUP INC | $88.11万 | 0.14% | 3,990 | -49 | -1.2% | -$1.08万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $88.27万 | 0.14% | 14,035 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $90.04万 | 0.14% | 4,500 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $91.45万 | 0.15% | 4,800 | -422 | -8.1% | -$8.04万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $91.47万 | 0.15% | 1,781 | -10 | -0.6% | -$5,136 | 减仓 |
| FSUN | FIRSTSUN CAP BANCORP | $92.40万 | 0.15% | 23,826 | 23,826 | — | $92.40万 | 新建仓 |
| SLV | ISHARES SILVER TR | $92.81万 | 0.15% | 17,357 | 175 | 1.0% | $9,357 | 加仓 |
| MO | ALTRIA GROUP INC | $93.85万 | 0.15% | 13,044 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $98.11万 | 0.16% | 9,601 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $98.90万 | 0.16% | 13,706 | -42 | -0.3% | -$3,031 | 减仓 |
| ARCC | ARES CAPITAL CORP | $102.26万 | 0.16% | 55,188 | -7,007 | -11.3% | -$12.98万 | 减仓 |
| AMZN | AMAZON COM INC 看跌期权 | $102.49万 | 0.16% | 4,300 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $104.06万 | 0.17% | 3,033 | -28 | -0.9% | -$9,607 | 减仓 |
| QUAL | ISHARES TR | $107.39万 | 0.17% | 4,894 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $109.35万 | 0.18% | 15,315 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $112.44万 | 0.18% | 15,781 | -2,320 | -12.8% | -$16.53万 | 减仓 |
| TGT | TARGET CORP | $117.98万 | 0.19% | 9,033 | -561 | -5.8% | -$7.33万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $121.24万 | 0.20% | 23,991 | 6,079 | 33.9% | $30.72万 | 加仓 |
| HYD | VANECK ETF TRUST | $122.45万 | 0.20% | 23,773 | -2,316 | -8.9% | -$11.93万 | 减仓 |
| AVGO | BROADCOM INC | $123.15万 | 0.20% | 3,260 | -80 | -2.4% | -$3.02万 | 减仓 |
| CAT | CATERPILLAR INC 看跌期权 | $127.79万 | 0.21% | 1,200 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $130.53万 | 0.21% | 8,801 | -1,482 | -14.4% | -$21.98万 | 减仓 |
| LLY | ELI LILLY & CO | $133.26万 | 0.21% | 1,111 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $133.40万 | 0.21% | 7,031 | 100 | 1.4% | $1.90万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $152.50万 | 0.25% | 16,528 | 707 | 4.5% | $6.52万 | 加仓 |
| ABBV | ABBVIE INC | $152.57万 | 0.25% | 6,063 | 801 | 15.2% | $20.16万 | 加仓 |
| TSLA | TESLA INC | $157.30万 | 0.25% | 3,740 | 672 | 21.9% | $28.26万 | 加仓 |
| FTNT | FORTINET INC | $158.31万 | 0.25% | 10,305 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $158.33万 | 0.25% | 134,862 | 70,416 | 109.3% | $82.67万 | 加仓 |
| PFE | PFIZER INC | $159.15万 | 0.26% | 66,092 | -2,760 | -4.0% | -$6.65万 | 减仓 |
| QCOM | QUALCOMM INC | $171.38万 | 0.28% | 9,274 | -145 | -1.5% | -$2.68万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $181.28万 | 0.29% | 18,460 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $183.99万 | 0.30% | 13,177 | 250 | 1.9% | $3.49万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC 看跌期权 | $184.15万 | 0.30% | 5,400 | 5,400 | — | $184.15万 | 新建仓 |
| ITA | ISHARES TR | $184.29万 | 0.30% | 7,602 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $190.09万 | 0.31% | 17,683 | -1,086 | -5.8% | -$11.67万 | 减仓 |
| KLAC | KLA CORP | $193.70万 | 0.31% | 6,420 | -50 | -0.8% | -$1.51万 | 减仓 |
| CMI | CUMMINS INC | $201.13万 | 0.32% | 2,820 | -100 | -3.4% | -$7.13万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $206.51万 | 0.33% | 23,529 | -68 | -0.3% | -$5,968 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $217.02万 | 0.35% | 7,500 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $217.45万 | 0.35% | 20,424 | 90 | 0.4% | $9,582 | 加仓 |
| CSCO | CISCO SYS INC | $222.01万 | 0.36% | 18,901 | 0 | 0.0% | — | 不变 |