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 |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC | $74.30万 | 0.13% | 758 | -1 | -0.1% | -$980 | 减仓 |
| AMGN | AMGEN INC | $73.40万 | 0.13% | 2,086 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $72.86万 | 0.13% | 15,849 | -4 | -0.0% | -$184 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $72.37万 | 0.13% | 64,446 | -6,000 | -8.5% | -$6.74万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $71.94万 | 0.13% | 1,647 | 25 | 1.5% | $1.09万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.13% | 1 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $71.74万 | 0.13% | 3,843 | -1,013 | -20.9% | -$18.91万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $70.41万 | 0.13% | 20,999 | -6 | -0.0% | -$201 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $69.40万 | 0.12% | 5,222 | -374 | -6.7% | -$4.97万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $66.72万 | 0.12% | 1,026 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $66.56万 | 0.12% | 4,437 | -300 | -6.3% | -$4.50万 | 减仓 |
| EFA | ISHARES TR | $65.91万 | 0.12% | 6,786 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP 看跌期权 | $65.26万 | 0.12% | 16,000 | 16,000 | — | $65.26万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $64.78万 | 0.12% | 14,232 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $62.83万 | 0.11% | 9,565 | -518 | -5.1% | -$3.40万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $62.21万 | 0.11% | 4,243 | -102 | -2.3% | -$1.50万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $61.47万 | 0.11% | 4,256 | -5 | -0.1% | -$722 | 减仓 |
| UL | UNILEVER PLC | $60.09万 | 0.11% | 10,548 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $58.59万 | 0.10% | 2,479 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $58.59万 | 0.10% | 10,304 | 5,878 | 132.8% | $33.42万 | 加仓 |
| INTC | INTEL CORP | $57.05万 | 0.10% | 12,927 | -5 | -0.0% | -$221 | 减仓 |
| VLUE | ISHARES TR | $56.82万 | 0.10% | 3,996 | 570 | 16.6% | $8.10万 | 加仓 |
| QQQ | INVESCO QQQ TR | $55.67万 | 0.10% | 965 | -246 | -20.3% | -$14.19万 | 减仓 |
| DIS | DISNEY WALT CO | $55.11万 | 0.10% | 5,718 | -1,350 | -19.1% | -$13.01万 | 减仓 |
| C | CITIGROUP INC | $54.56万 | 0.10% | 4,811 | -7 | -0.1% | -$794 | 减仓 |
| EIX | EDISON INTL | $53.98万 | 0.10% | 7,376 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $53.84万 | 0.10% | 1,637 | -59 | -3.5% | -$1.94万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $53.03万 | 0.09% | 1,545 | -1 | -0.1% | -$343 | 减仓 |
| WPC | WP CAREY INC | $51.89万 | 0.09% | 7,635 | 273 | 3.7% | $1.86万 | 加仓 |
| ET | ENERGY TRANSFER L P | $50.99万 | 0.09% | 26,418 | 6,125 | 30.2% | $11.82万 | 加仓 |
| PEP | PEPSICO INC | $50.55万 | 0.09% | 3,255 | -23 | -0.7% | -$3,572 | 减仓 |
| SHEL | SHELL PLC | $49.44万 | 0.09% | 5,316 | -152 | -2.8% | -$1.41万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $48.89万 | 0.09% | 7,980 | -150 | -1.8% | -$9,189 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $48.81万 | 0.09% | 577 | 300 | 108.3% | $25.38万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $48.01万 | 0.09% | 8,128 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $47.84万 | 0.09% | 7,949 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $47.60万 | 0.08% | 1,532 | -2 | -0.1% | -$621 | 减仓 |
| SPYM | SPDR SERIES TRUST | $47.08万 | 0.08% | 6,151 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $46.83万 | 0.08% | 3,066 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $46.77万 | 0.08% | 2,189 | 287 | 15.1% | $6.13万 | 加仓 |
| GSK | GSK PLC | $46.60万 | 0.08% | 8,443 | -568 | -6.3% | -$3.13万 | 减仓 |
| WFC | WELLS FARGO & CO | $46.39万 | 0.08% | 5,827 | -10 | -0.2% | -$796 | 减仓 |
| IWM | ISHARES TR | $44.76万 | 0.08% | 1,805 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $42.19万 | 0.08% | 13,833 | 296 | 2.2% | $9,028 | 加仓 |
| EME | EMCOR GROUP INC | $41.35万 | 0.07% | 560 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $40.97万 | 0.07% | 8,928 | 2,126 | 31.3% | $9.76万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $40.69万 | 0.07% | 3,963 | -806 | -16.9% | -$8.28万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $40.00万 | 0.07% | 3,055 | -5 | -0.2% | -$655 | 减仓 |
| NVO | NOVO-NORDISK A S | $39.04万 | 0.07% | 10,624 | 10,624 | — | $39.04万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.53万 | 0.07% | 4,860 | 4,860 | — | $38.53万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $38.34万 | 0.07% | 3,056 | -170 | -5.3% | -$2.13万 | 减仓 |
| UNP | UNION PAC CORP | $37.70万 | 0.07% | 1,554 | -1 | -0.1% | -$243 | 减仓 |
| GILD | GILEAD SCIENCES INC | $37.57万 | 0.07% | 2,696 | -3 | -0.1% | -$418 | 减仓 |
| PFFD | GLOBAL X FDS | $36.66万 | 0.07% | 19,922 | -3,481 | -14.9% | -$6.41万 | 减仓 |
| KO | COCA COLA CO | $36.09万 | 0.06% | 4,746 | -8 | -0.2% | -$608 | 减仓 |
| ORCL | ORACLE CORP | $35.66万 | 0.06% | 2,424 | 1,091 | 81.8% | $16.05万 | 加仓 |
| GE | GE AEROSPACE | $35.49万 | 0.06% | 1,251 | -4 | -0.3% | -$1,135 | 减仓 |
| VDE | VANGUARD WORLD FD | $34.61万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $34.50万 | 0.06% | 1,460 | -2 | -0.1% | -$473 | 减仓 |
| GEV | GE VERNOVA INC | $34.39万 | 0.06% | 394 | 83 | 26.7% | $7.25万 | 加仓 |
| SO | SOUTHERN CO | $34.17万 | 0.06% | 3,540 | -4 | -0.1% | -$386 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $33.92万 | 0.06% | 9,547 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $33.84万 | 0.06% | 1,743 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $33.71万 | 0.06% | 1,626 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $32.92万 | 0.06% | 1,048 | -1 | -0.1% | -$314 | 减仓 |
| MUB | ISHARES TR | $32.57万 | 0.06% | 3,068 | 587 | 23.7% | $6.23万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $32.27万 | 0.06% | 2,800 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $31.56万 | 0.06% | 1,918 | 323 | 20.3% | $5.32万 | 加仓 |
| WM | WASTE MGMT INC DEL | $30.61万 | 0.05% | 1,332 | 322 | 31.9% | $7.40万 | 重新持有 |
| MCK | MCKESSON CORP | $30.29万 | 0.05% | 350 | -1 | -0.3% | -$865 | 减仓 |
| OEF | ISHARES TR | $29.77万 | 0.05% | 936 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $29.75万 | 0.05% | 2,671 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $29.32万 | 0.05% | 12,575 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $29.27万 | 0.05% | 677 | 677 | — | $29.27万 | 新建仓 |
| BLK | BLACKROCK INC | $29.14万 | 0.05% | 303 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $28.98万 | 0.05% | 3,344 | -2 | -0.1% | -$173 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $28.89万 | 0.05% | 955 | -1 | -0.1% | -$302 | 减仓 |
| GIS | GENERAL MILLS INC | $28.85万 | 0.05% | 7,751 | 2,443 | 46.0% | $9.09万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $28.66万 | 0.05% | 4,726 | -4 | -0.1% | -$243 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $28.63万 | 0.05% | 474 | -375 | -44.2% | -$22.65万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.34万 | 0.05% | 1,393 | 357 | 34.5% | $7.26万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $28.20万 | 0.05% | 22,964 | 0 | 0.0% | — | 不变 |
| NGL | NGL ENERGY PARTNERS LP | $28.11万 | 0.05% | 22,800 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $28.03万 | 0.05% | 722 | 722 | — | $28.03万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $27.52万 | 0.05% | 3,400 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.26万 | 0.05% | 2,082 | -3 | -0.1% | -$393 | 减仓 |
| VB | VANGUARD INDEX FDS | $26.74万 | 0.05% | 1,021 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $26.71万 | 0.05% | 5,543 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $26.17万 | 0.05% | 5,001 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $25.95万 | 0.05% | 2,397 | -453 | -15.9% | -$4.90万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $25.48万 | 0.05% | 10,972 | -1,393 | -11.3% | -$3.23万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $25.30万 | 0.05% | 1,930 | -2 | -0.1% | -$262 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $25.11万 | 0.04% | 875 | -1 | -0.1% | -$287 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $24.65万 | 0.04% | 4,216 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $24.56万 | 0.04% | 761 | 761 | — | $24.56万 | 新建仓 |
| DFCA | DIMENSIONAL ETF TRUST | $24.48万 | 0.04% | 4,910 | 4,910 | — | $24.48万 | 新建仓 |
| WELL | WELLTOWER INC | $24.02万 | 0.04% | 1,215 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $24.01万 | 0.04% | 10,674 | -8,747 | -45.0% | -$19.67万 | 减仓 |
| EFV | ISHARES TR | $23.88万 | 0.04% | 3,212 | 228 | 7.6% | $1.70万 | 加仓 |
| ACWI | ISHARES TR | $22.75万 | 0.04% | 1,644 | 58 | 3.7% | $8,025 | 加仓 |