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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | $22.64万 | 0.04% | 2,000 | 0 | 0.0% | — | 重新持有 |
| NOW | SERVICENOW INC | $22.43万 | 0.04% | 2,145 | -236 | -9.9% | -$2.47万 | 减仓 |
| EPI | WISDOMTREE TR | $22.32万 | 0.04% | 5,470 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $22.07万 | 0.04% | 2,208 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $21.78万 | 0.04% | 896 | -351 | -28.1% | -$8.53万 | 减仓 |
| IYM | ISHARES TR | $21.69万 | 0.04% | 1,233 | 1,233 | — | $21.69万 | 新建仓 |
| VST | VISTRA CORP | $21.63万 | 0.04% | 1,439 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $21.51万 | 0.04% | 1,524 | 1,524 | — | $21.51万 | 新建仓 |
| IEFA | ISHARES TR | $21.41万 | 0.04% | 2,365 | -363 | -13.3% | -$3.29万 | 重新持有 |
| UBS | UBS GROUP AG | $21.36万 | 0.04% | 5,468 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI I | $21.24万 | 0.04% | 17,850 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $21.24万 | 0.04% | 1,067 | -2 | -0.2% | -$398 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.22万 | 0.04% | 1,534 | 1,534 | — | $21.22万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.00万 | 0.04% | 1,315 | -1 | -0.1% | -$160 | 减仓 |
| IAT | ISHARES TR | $20.87万 | 0.04% | 3,876 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $20.81万 | 0.04% | 4,050 | 4,050 | — | $20.81万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.80万 | 0.04% | 2,100 | 2,100 | — | $20.80万 | 新建仓 |
| COP | CONOCOPHILLIPS | $20.74万 | 0.04% | 1,571 | 1,571 | — | $20.74万 | 新建仓 |
| EMBJ | EMBRAER S.A. | $20.51万 | 0.04% | 3,457 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $17.66万 | 0.03% | 60,465 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $17.02万 | 0.03% | 20,605 | 10,200 | 98.0% | $8.43万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -14,831 | -100.0% | -$39.05万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -18,671 | -100.0% | -$27.65万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,059 | -100.0% | -$25.72万 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,579 | -100.0% | -$22.80万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -3,342 | -100.0% | -$20.77万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,519 | -100.0% | -$20.54万 | 清仓 |