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 |
|---|---|---|---|---|---|---|---|---|
| VLUE | ISHARES TR | $79.84万 | 0.13% | 3,996 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $79.36万 | 0.13% | 15,929 | 80 | 0.5% | $3,986 | 加仓 |
| EQIX | EQUINIX INC | $79.01万 | 0.13% | 758 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $78.76万 | 0.13% | 15,571 | 488 | 3.2% | $2.47万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $77.88万 | 0.13% | 4,928 | -239 | -4.6% | -$3.78万 | 减仓 |
| AMGN | AMGEN INC | $75.54万 | 0.12% | 2,086 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.12% | 1 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $71.25万 | 0.11% | 2,091 | -221 | -9.6% | -$7.53万 | 减仓 |
| EFA | ISHARES TR | $70.49万 | 0.11% | 6,786 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $67.90万 | 0.11% | 14,232 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $67.83万 | 0.11% | 2,479 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $67.13万 | 0.11% | 20,999 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $66.45万 | 0.11% | 2,122 | -277 | -11.5% | -$8.67万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $65.69万 | 0.11% | 4,140 | -103 | -2.4% | -$1.63万 | 减仓 |
| T | AT&T INC | $64.79万 | 0.10% | 31,298 | 3,664 | 13.3% | $7.58万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $64.31万 | 0.10% | 9,565 | 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 |
| XYZ | BLOCK INC | $60.41万 | 0.10% | 7,949 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $60.40万 | 0.10% | 4,119 | -137 | -3.2% | -$2.01万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $60.37万 | 0.10% | 879 | -409 | -31.8% | -$28.09万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $59.10万 | 0.10% | 1,984 | -116 | -5.5% | -$3.46万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $58.36万 | 0.09% | 577 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $55.23万 | 0.09% | 1,853 | 110 | 6.3% | $3.28万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $55.15万 | 0.09% | 6,121 | 6,121 | — | $55.15万 | 新建仓 |
| EIX | EDISON INTL | $54.91万 | 0.09% | 7,376 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $54.81万 | 0.09% | 1,554 | -83 | -5.1% | -$2.93万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $54.73万 | 0.09% | 1,545 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $54.66万 | 0.09% | 5,679 | -39 | -0.7% | -$3,754 | 减仓 |
| WPC | WP CAREY INC | $54.59万 | 0.09% | 7,635 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $54.05万 | 0.09% | 6,151 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $53.93万 | 0.09% | 1,795 | -10 | -0.6% | -$3,005 | 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 |
| CRM | SALESFORCE INC | $52.68万 | 0.08% | 3,363 | -480 | -12.5% | -$7.52万 | 减仓 |
| ET | ENERGY TRANSFER L P | $50.72万 | 0.08% | 26,525 | 107 | 0.4% | $2,046 | 加仓 |
| C | CITIGROUP INC | $49.62万 | 0.08% | 3,545 | -1,266 | -26.3% | -$17.72万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $48.15万 | 0.08% | 13,833 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $48.05万 | 0.08% | 3,066 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $47.75万 | 0.08% | 3,433 | -1,004 | -22.6% | -$13.96万 | 减仓 |
| GE | GE AEROSPACE | $47.19万 | 0.08% | 1,263 | 12 | 1.0% | $4,483 | 加仓 |
| NVO | NOVO-NORDISK A S | $47.10万 | 0.08% | 9,824 | -800 | -7.5% | -$3.84万 | 减仓 |
| EME | EMCOR GROUP INC | $46.47万 | 0.07% | 560 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $43.70万 | 0.07% | 372 | -22 | -5.6% | -$2.58万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $43.11万 | 0.07% | 7,380 | -748 | -9.2% | -$4.37万 | 减仓 |
| UNP | UNION PAC CORP | $42.27万 | 0.07% | 1,554 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $42.08万 | 0.07% | 1,557 | 25 | 1.6% | $6,757 | 加仓 |
| UL | UNILEVER PLC | $42.04万 | 0.07% | 6,993 | -3,555 | -33.7% | -$21.37万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $41.86万 | 0.07% | 7,882 | -98 | -1.2% | -$5,205 | 减仓 |
| QQQ | INVESCO QQQ TR | $41.53万 | 0.07% | 564 | -401 | -41.6% | -$29.53万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $40.92万 | 0.07% | 2,533 | 2,533 | — | $40.92万 | 新建仓 |
| WFC | WELLS FARGO & CO | $40.54万 | 0.07% | 4,906 | -921 | -15.8% | -$7.61万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $40.13万 | 0.06% | 8,850 | -78 | -0.9% | -$3,537 | 减仓 |
| MS | MORGAN STANLEY | $40.09万 | 0.06% | 1,918 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $39.60万 | 0.06% | 2,925 | -330 | -10.1% | -$4.47万 | 减仓 |
| ALL | ALLSTATE CORP | $38.69万 | 0.06% | 1,626 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $38.67万 | 0.06% | 3,055 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.41万 | 0.06% | 4,860 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $38.40万 | 0.06% | 4,725 | -21 | -0.4% | -$1,707 | 减仓 |
| MDT | MEDTRONIC PLC | $38.21万 | 0.06% | 4,884 | 1,540 | 46.1% | $12.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $37.19万 | 0.06% | 4,098 | 135 | 3.4% | $1.22万 | 加仓 |
| NGL | NGL ENERGY PARTNERS LP | $36.32万 | 0.06% | 22,800 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $36.13万 | 0.06% | 2,800 | 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 |
| DFIC | DIMENSIONAL ETF TRUST | $35.57万 | 0.06% | 9,547 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $35.52万 | 0.06% | 2,424 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $35.50万 | 0.06% | 1,610 | 150 | 10.3% | $3.31万 | 加仓 |
| MUB | ISHARES TR | $35.48万 | 0.06% | 3,297 | 229 | 7.5% | $2.46万 | 加仓 |
| CIEN | CIENA CORP | $35.42万 | 0.06% | 722 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $35.32万 | 0.06% | 2,796 | 100 | 3.7% | $1.26万 | 加仓 |
| WM | WASTE MGMT INC DEL | $34.70万 | 0.06% | 1,557 | 225 | 16.9% | $5.01万 | 加仓 |
| OEF | ISHARES TR | $34.25万 | 0.06% | 936 | 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 |
| SO | SOUTHERN CO | $33.88万 | 0.05% | 3,540 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $33.64万 | 0.05% | 22,964 | 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 |
| EFG | ISHARES TR | $33.23万 | 0.05% | 2,671 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $32.89万 | 0.05% | 17,600 | -2,322 | -11.7% | -$4.34万 | 减仓 |
| GSK | GSK PLC | $32.65万 | 0.05% | 6,228 | -2,215 | -26.2% | -$11.61万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $32.30万 | 0.05% | 955 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $31.90万 | 0.05% | 2,208 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $31.54万 | 0.05% | 328 | 25 | 8.3% | $2.40万 | 加仓 |
| VB | VANGUARD INDEX FDS | $30.95万 | 0.05% | 1,021 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $30.42万 | 0.05% | 2,082 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $30.27万 | 0.05% | 594 | 120 | 25.3% | $6.12万 | 加仓 |
| VDE | VANGUARD WORLD FD | $30.03万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $29.66万 | 0.05% | 1,048 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $29.47万 | 0.05% | 12,574 | -1 | -0.0% | -$23 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.62万 | 0.05% | 375 | 375 | — | $28.62万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $28.38万 | 0.05% | 761 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $28.21万 | 0.05% | 932 | 932 | — | $28.21万 | 新建仓 |
| SHEL | SHELL PLC | $28.20万 | 0.05% | 3,637 | -1,679 | -31.6% | -$13.02万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $27.59万 | 0.04% | 3,400 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $27.58万 | 0.04% | 1,215 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $27.53万 | 0.04% | 875 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $27.28万 | 0.04% | 120 | 120 | — | $27.28万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $27.02万 | 0.04% | 3,133 | 3,133 | — | $27.02万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $26.75万 | 0.04% | 2,000 | 2,000 | — | $26.75万 | 新建仓 |
| B | BARRICK MNG CORP | $26.74万 | 0.04% | 7,280 | -17,700 | -70.9% | -$65.01万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $26.51万 | 0.04% | 2,950 | 2,950 | — | $26.51万 | 新建仓 |
| MCK | MCKESSON CORP | $26.45万 | 0.04% | 350 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $26.39万 | 0.04% | 365 | 365 | — | $26.39万 | 新建仓 |