13F 机构持仓

FLC Capital Advisors

PALM DESERT CA · SEC CIK 0001713697

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.22亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTV 7.6%
SCHO 7.2%
SCHR 7.1%
SCHG 6.4%
SCHF 4.0%
AAPL 3.4%
SPTL 3.0%
EMXC 2.7%
VCIT 2.4%
VMBS 2.3%

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
FSTA FIDELITY COVINGTON TRUST $26.28万0.04%5,001 00.0% — 不变
NVT NVENT ELEC PLC $25.66万0.04%1,513 1,513— $25.66万 新建仓
EPI WISDOMTREE TR $25.41万0.04%5,939 4698.6% $2.01万 加仓
SCHZ SCHWAB STRATEGIC TR $25.38万0.04%10,972 00.0% — 不变
DY DYCOM INDS INC $25.28万0.04%500 -637-56.0% -$32.21万 重新持有
ASML ASML HLDG NV $25.07万0.04%126 126— $25.07万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $25.01万0.04%4,341 -385-8.1% -$2.22万 减仓
IAT ISHARES TR $24.11万0.04%3,876 00.0% — 不变
BCS BARCLAYS PLC $23.81万0.04%8,864 00.0% — 重新持有
FULT FULTON FINL CORP PA $23.69万0.04%9,792 9,792— $23.69万 新建仓
BABA ALIBABA GROUP HLDG LTD $23.25万0.04%2,422 -634-20.7% -$6.09万 减仓
WDC WESTERN DIGITAL CORP $23.12万0.04%362 362— $23.12万 新建仓
BA BOEING CO $23.10万0.04%1,067 00.0% — 不变
FORM FORMFACTOR INC $22.87万0.04%1,430 1,430— $22.87万 新建仓
EFV ISHARES TR $22.84万0.04%2,984 -228-7.1% -$1.75万 减仓
VST VISTRA CORP $22.83万0.04%1,439 00.0% — 不变
RBA RB GLOBAL INC $22.52万0.04%1,934 1,934— $22.52万 新建仓
NOW SERVICENOW INC $22.43万0.04%2,259 1145.3% $1.13万 加仓
NEM NEWMONT CORP $22.39万0.04%2,397 00.0% — 不变
— NUVEEN CALIF AMT FREE MUNI I $22.37万0.04%17,850 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $22.32万0.04%893 00.0% — 重新持有
TPR TAPESTRY INC $22.31万0.04%1,524 00.0% — 不变
IYM ISHARES TR $22.14万0.04%1,233 00.0% — 不变
ED CONSOLIDATED EDISON INC $22.13万0.04%2,000 00.0% — 不变
GIS GENERAL MILLS INC $21.92万0.04%6,300 -1,451-18.7% -$5.05万 减仓
DLR DIGITAL RLTY TR INC $21.48万0.03%1,196 1,196— $21.48万 新建仓
BOOT BOOT BARN HLDGS INC $21.42万0.03%1,304 00.0% — 重新持有
TKR TIMKEN CO $21.42万0.03%1,474 1,474— $21.42万 新建仓
VT VANGUARD INTL EQUITY INDEX F $21.20万0.03%1,351 -183-11.9% -$2.87万 减仓
DAL DELTA AIR LINES INC $21.17万0.03%2,260 2,260— $21.17万 新建仓
SCHE SCHWAB STRATEGIC TR $21.13万0.03%5,828 5,828— $21.13万 新建仓
AHR AMERICAN HEALTHCARE REIT INC $20.32万0.03%3,897 3,897— $20.32万 新建仓
— ETF OPPORTUNITIES TRUST $20.30万0.03%3,722 3,722— $20.30万 新建仓
NGG NATIONAL GRID PLC $20.05万0.03%2,420 2,420— $20.05万 新建仓
JOBY JOBY AVIATION INC $18.38万0.03%20,605 00.0% — 不变
ABEV AMBEV SA $5.29万0.01%16,848 -43,617-72.1% -$13.70万 减仓
BWX SPDR SERIES TRUST $00.00%0 -431,181-100.0% -$946.44万 清仓
— FIRST FNDTN INC $00.00%0 -144,557-100.0% -$85.29万 清仓
B BARRICK MNG CORP 看跌期权 $00.00%0 -16,000-100.0% -$65.26万 清仓
INTU INTUIT $00.00%0 -677-100.0% -$29.27万 清仓
SNY SANOFI SA $00.00%0 -5,543-100.0% -$26.71万 清仓
BTI BRITISH AMERN TOB PLC $00.00%0 -4,216-100.0% -$24.65万 清仓
KHC KRAFT HEINZ CO $00.00%0 -10,674-100.0% -$24.01万 清仓
ACWI ISHARES TR $00.00%0 -1,644-100.0% -$22.75万 清仓
ADBE ADOBE INC $00.00%0 -896-100.0% -$21.78万 清仓
IEFA ISHARES TR $00.00%0 -2,365-100.0% -$21.41万 清仓
UBS UBS GROUP AG $00.00%0 -5,468-100.0% -$21.36万 清仓
TJX TJX COS INC NEW $00.00%0 -1,315-100.0% -$21.00万 清仓
SLB SLB LIMITED $00.00%0 -4,050-100.0% -$20.81万 清仓
COP CONOCOPHILLIPS $00.00%0 -1,571-100.0% -$20.74万 清仓
EMBJ EMBRAER S.A. $00.00%0 -3,457-100.0% -$20.51万 清仓