FLC Capital Advisors
PALM DESERT CA · SEC CIK 0001713697
$5.60亿2026Q1 申报市值
221持仓数
45.9%前十大占比 · 第一大 7.4%
19 / 6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
SCHO 加仓+$217.49万
SCHR 加仓+$198.46万
VTV 加仓+$188.51万
SCHG 加仓+$146.81万
AMZN 加仓+$95.99万
2026Q1 卖出最多 按季末市值估算
CME 减仓-$110.22万
VOO 减仓-$46.97万
BXSL 清仓-$39.05万
CVX 减仓-$30.39万
FSK 清仓-$27.65万
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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $413.62万 | 0.74% | 19,233 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $421.78万 | 0.75% | 111,463 | -1,727 | -1.5% | -$6.53万 | 减仓 |
| META | META PLATFORMS INC | $438.94万 | 0.78% | 7,672 | -314 | -3.9% | -$17.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $474.46万 | 0.85% | 16,129 | 208 | 1.3% | $6.12万 | 加仓 |
| ENB | ENBRIDGE INC | $489.35万 | 0.87% | 90,386 | -4,465 | -4.7% | -$24.17万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $494.99万 | 0.88% | 121,233 | 9,063 | 8.1% | $37.00万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $522.48万 | 0.93% | 170,299 | 737 | 0.4% | $2.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $575.03万 | 1.03% | 32,972 | -977 | -2.9% | -$17.04万 | 减仓 |
| IVV | ISHARES TR | $616.83万 | 1.10% | 9,443 | 71 | 0.8% | $4.64万 | 加仓 |
| GOOG | ALPHABET INC | $631.84万 | 1.13% | 22,026 | -210 | -0.9% | -$6.02万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $675.20万 | 1.21% | 27,856 | -200 | -0.7% | -$4.85万 | 减仓 |
| AMZN | AMAZON COM INC | $700.04万 | 1.25% | 33,612 | 4,609 | 15.9% | $95.99万 | 加仓 |
| — | EXXON MOBIL CORP | $704.94万 | 1.26% | 41,550 | -294 | -0.7% | -$4.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $774.11万 | 1.38% | 20,912 | 442 | 2.2% | $16.36万 | 加仓 |
| SMLF | ISHARES TR | $777.80万 | 1.39% | 103,033 | 3,854 | 3.9% | $29.09万 | 加仓 |
| GOOGL | ALPHABET INC | $845.31万 | 1.51% | 29,396 | 1,000 | 3.5% | $28.76万 | 加仓 |
| XAR | SPDR SERIES TRUST | $865.61万 | 1.55% | 34,082 | 220 | 0.6% | $5.59万 | 加仓 |
| CVX | CHEVRON CORPORATION | $933.53万 | 1.67% | 45,120 | -1,469 | -3.2% | -$30.39万 | 减仓 |
| BWX | SPDR SERIES TRUST | $946.44万 | 1.69% | 431,181 | -3,116 | -0.7% | -$6.84万 | 减仓 |
| IWF | ISHARES TR | $1,009.80万 | 1.80% | 23,682 | -185 | -0.8% | -$7.89万 | 减仓 |
| MRK | MERCK & CO INC | $1,051.36万 | 1.88% | 87,402 | -1,763 | -2.0% | -$21.21万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,338.52万 | 2.39% | 285,094 | 9,589 | 3.5% | $45.02万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,363.34万 | 2.43% | 164,754 | 7,636 | 4.9% | $63.19万 | 加仓 |
| EMXC | ISHARES INC | $1,371.38万 | 2.45% | 174,343 | 5,738 | 3.4% | $45.14万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,674.41万 | 2.99% | 636,658 | 25,125 | 4.1% | $66.08万 | 加仓 |
| AAPL | APPLE INC | $2,059.73万 | 3.68% | 81,159 | 937 | 1.2% | $23.78万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,200.73万 | 3.93% | 889,185 | 26,936 | 3.1% | $66.67万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,338.72万 | 5.96% | 1,146,145 | 50,399 | 4.6% | $146.81万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $4,047.66万 | 7.23% | 1,624,915 | 79,670 | 5.2% | $198.46万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,169.29万 | 7.44% | 212,502 | 9,608 | 4.7% | $188.51万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $4,171.59万 | 7.45% | 1,718,824 | 89,613 | 5.5% | $217.49万 | 加仓 |