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 |
|---|---|---|---|---|---|---|---|---|
| SCHO | SCHWAB STRATEGIC TR | $4,171.59万 | 7.45% | 1,718,824 | 89,613 | 5.5% | $217.49万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,169.29万 | 7.44% | 212,502 | 9,608 | 4.7% | $188.51万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $4,047.66万 | 7.23% | 1,624,915 | 79,670 | 5.2% | $198.46万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,338.72万 | 5.96% | 1,146,145 | 50,399 | 4.6% | $146.81万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,200.73万 | 3.93% | 889,185 | 26,936 | 3.1% | $66.67万 | 加仓 |
| AAPL | APPLE INC | $2,059.73万 | 3.68% | 81,159 | 937 | 1.2% | $23.78万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,674.41万 | 2.99% | 636,658 | 25,125 | 4.1% | $66.08万 | 加仓 |
| EMXC | ISHARES INC | $1,371.38万 | 2.45% | 174,343 | 5,738 | 3.4% | $45.14万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,363.34万 | 2.43% | 164,754 | 7,636 | 4.9% | $63.19万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,338.52万 | 2.39% | 285,094 | 9,589 | 3.5% | $45.02万 | 加仓 |
| MRK | MERCK & CO INC | $1,051.36万 | 1.88% | 87,402 | -1,763 | -2.0% | -$21.21万 | 减仓 |
| IWF | ISHARES TR | $1,009.80万 | 1.80% | 23,682 | -185 | -0.8% | -$7.89万 | 减仓 |
| BWX | SPDR SERIES TRUST | $946.44万 | 1.69% | 431,181 | -3,116 | -0.7% | -$6.84万 | 减仓 |
| CVX | CHEVRON CORPORATION | $933.53万 | 1.67% | 45,120 | -1,469 | -3.2% | -$30.39万 | 减仓 |
| XAR | SPDR SERIES TRUST | $865.61万 | 1.55% | 34,082 | 220 | 0.6% | $5.59万 | 加仓 |
| GOOGL | ALPHABET INC | $845.31万 | 1.51% | 29,396 | 1,000 | 3.5% | $28.76万 | 加仓 |
| SMLF | ISHARES TR | $777.80万 | 1.39% | 103,033 | 3,854 | 3.9% | $29.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $774.11万 | 1.38% | 20,912 | 442 | 2.2% | $16.36万 | 加仓 |
| — | EXXON MOBIL CORP | $704.94万 | 1.26% | 41,550 | -294 | -0.7% | -$4.99万 | 减仓 |
| AMZN | AMAZON COM INC | $700.04万 | 1.25% | 33,612 | 4,609 | 15.9% | $95.99万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $675.20万 | 1.21% | 27,856 | -200 | -0.7% | -$4.85万 | 减仓 |
| GOOG | ALPHABET INC | $631.84万 | 1.13% | 22,026 | -210 | -0.9% | -$6.02万 | 减仓 |
| IVV | ISHARES TR | $616.83万 | 1.10% | 9,443 | 71 | 0.8% | $4.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $575.03万 | 1.03% | 32,972 | -977 | -2.9% | -$17.04万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $522.48万 | 0.93% | 170,299 | 737 | 0.4% | $2.26万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $494.99万 | 0.88% | 121,233 | 9,063 | 8.1% | $37.00万 | 加仓 |
| ENB | ENBRIDGE INC | $489.35万 | 0.87% | 90,386 | -4,465 | -4.7% | -$24.17万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $474.46万 | 0.85% | 16,129 | 208 | 1.3% | $6.12万 | 加仓 |
| META | META PLATFORMS INC | $438.94万 | 0.78% | 7,672 | -314 | -3.9% | -$17.97万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $421.78万 | 0.75% | 111,463 | -1,727 | -1.5% | -$6.53万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $413.62万 | 0.74% | 19,233 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $412.55万 | 0.74% | 33,195 | -1,705 | -4.9% | -$21.19万 | 减仓 |
| CAT | CATERPILLAR INC | $410.06万 | 0.73% | 5,788 | -317 | -5.2% | -$22.46万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $397.73万 | 0.71% | 50,724 | 1,458 | 3.0% | $11.43万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $383.47万 | 0.68% | 50,690 | 1,719 | 3.5% | $13.00万 | 加仓 |
| ESGU | ISHARES TR | $338.97万 | 0.61% | 23,969 | -104 | -0.4% | -$1.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $336.28万 | 0.60% | 13,757 | -26 | -0.2% | -$6,355 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $326.14万 | 0.58% | 6,806 | -573 | -7.8% | -$27.46万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $274.12万 | 0.49% | 12,533 | -636 | -4.8% | -$13.91万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $265.36万 | 0.47% | 7,852 | 241 | 3.2% | $8.14万 | 加仓 |
| IJH | ISHARES TR | $264.08万 | 0.47% | 39,105 | -2,134 | -5.2% | -$14.41万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $258.71万 | 0.46% | 36,372 | -1,376 | -3.6% | -$9.79万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $257.76万 | 0.46% | 26,015 | 3,438 | 15.2% | $34.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $240.81万 | 0.43% | 2,417 | -40 | -1.6% | -$3.99万 | 减仓 |
| VO | VANGUARD INDEX FDS | $230.62万 | 0.41% | 8,030 | -457 | -5.4% | -$13.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $227.92万 | 0.41% | 13,785 | -725 | -5.0% | -$11.99万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $224.66万 | 0.40% | 7,003 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $219.17万 | 0.39% | 23,597 | -206 | -0.9% | -$1.91万 | 减仓 |
| SUB | ISHARES TR | $216.56万 | 0.39% | 20,334 | 648 | 3.3% | $6.90万 | 加仓 |
| GOOGL | ALPHABET INC 看跌期权 | $215.67万 | 0.39% | 7,500 | 7,500 | — | $215.67万 | 新建仓 |
| BAC | BANK AMERICA CORP | $215.42万 | 0.38% | 44,188 | -300 | -0.7% | -$1.46万 | 减仓 |
| PFE | PFIZER INC | $193.34万 | 0.35% | 68,852 | -1,634 | -2.3% | -$4.59万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $190.34万 | 0.34% | 7,500 | 7,500 | — | $190.34万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $184.65万 | 0.33% | 18,769 | -1,978 | -9.5% | -$19.46万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $173.97万 | 0.31% | 18,460 | 5,740 | 45.1% | $54.09万 | 加仓 |
| ITA | ISHARES TR | $166.29万 | 0.30% | 7,602 | -260 | -3.3% | -$5.69万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $158.84万 | 0.28% | 4,700 | 4,700 | — | $158.84万 | 新建仓 |
| CMI | CUMMINS INC | $157.10万 | 0.28% | 2,920 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $148.69万 | 0.27% | 15,821 | 416 | 2.7% | $3.91万 | 加仓 |
| NFLX | NETFLIX INC. | $147.25万 | 0.26% | 15,315 | -135 | -0.9% | -$1.30万 | 减仓 |
| CSCO | CISCO SYS INC | $146.65万 | 0.26% | 18,901 | -10 | -0.1% | -$776 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $145.35万 | 0.26% | 9,066 | 891 | 10.9% | $14.28万 | 加仓 |
| RTX | RTX CORPORATION | $133.70万 | 0.24% | 6,931 | -285 | -3.9% | -$5.50万 | 减仓 |
| HYD | VANECK ETF TRUST | $130.81万 | 0.23% | 26,089 | 5,700 | 28.0% | $28.58万 | 加仓 |
| IJR | ISHARES TR | $127.83万 | 0.23% | 10,283 | -604 | -5.5% | -$7.51万 | 减仓 |
| QCOM | QUALCOMM INC | $121.30万 | 0.22% | 9,419 | 50 | 0.5% | $6,439 | 加仓 |
| CME | CME GROUP INC | $119.29万 | 0.21% | 4,039 | -3,732 | -48.0% | -$110.22万 | 减仓 |
| SLV | ISHARES SILVER TR | $117.08万 | 0.21% | 17,182 | 682 | 4.1% | $4.65万 | 加仓 |
| TGT | TARGET CORP | $116.28万 | 0.21% | 9,594 | -1 | -0.0% | -$121 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $115.99万 | 0.21% | 18,101 | 1,017 | 6.0% | $6.52万 | 加仓 |
| ABBV | ABBVIE INC | $114.44万 | 0.20% | 5,262 | -115 | -2.1% | -$2.50万 | 减仓 |
| TSLA | TESLA INC | $114.05万 | 0.20% | 3,068 | -36 | -1.2% | -$1.34万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $112.08万 | 0.20% | 62,195 | 11,085 | 21.7% | $19.98万 | 加仓 |
| AVGO | BROADCOM INC | $103.38万 | 0.18% | 3,340 | 172 | 5.4% | $5.32万 | 加仓 |
| LLY | ELI LILLY & CO | $102.19万 | 0.18% | 1,111 | -56 | -4.8% | -$5.15万 | 减仓 |
| B | BARRICK MNG CORP | $101.89万 | 0.18% | 24,980 | -1,052 | -4.0% | -$4.29万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $98.89万 | 0.18% | 13,748 | 616 | 4.7% | $4.43万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $96.73万 | 0.17% | 19,268 | -7 | -0.0% | -$351 | 减仓 |
| KLAC | KLA CORP | $95.26万 | 0.17% | 647 | -80 | -11.0% | -$11.78万 | 减仓 |
| QUAL | ISHARES TR | $93.87万 | 0.17% | 4,894 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $92.52万 | 0.17% | 3,061 | 87 | 2.9% | $2.63万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $90.33万 | 0.16% | 17,912 | 8,544 | 91.2% | $43.09万 | 加仓 |
| AMZN | AMAZON COM INC 看跌期权 | $89.56万 | 0.16% | 4,300 | 4,300 | — | $89.56万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $89.49万 | 0.16% | 1,791 | 227 | 14.5% | $11.34万 | 加仓 |
| MO | ALTRIA GROUP INC | $86.08万 | 0.15% | 13,044 | -1,008 | -7.2% | -$6.65万 | 减仓 |
| SBUX | STARBUCKS CORP | $86.02万 | 0.15% | 9,601 | -1 | -0.0% | -$90 | 减仓 |
| FDX | FEDEX CORP | $85.45万 | 0.15% | 2,399 | 0 | 0.0% | — | 不变 |
| — | FIRST FNDTN INC | $85.29万 | 0.15% | 144,557 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC 看跌期权 | $85.02万 | 0.15% | 1,200 | 1,200 | — | $85.02万 | 新建仓 |
| FTNT | FORTINET INC | $84.21万 | 0.15% | 10,305 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $82.50万 | 0.15% | 14,035 | 480 | 3.5% | $2.82万 | 加仓 |
| T | AT&T INC | $80.11万 | 0.14% | 27,634 | -4 | -0.0% | -$116 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $78.48万 | 0.14% | 4,500 | 4,500 | — | $78.48万 | 新建仓 |
| O | REALTY INCOME CORP | $77.97万 | 0.14% | 12,744 | 443 | 3.6% | $2.71万 | 加仓 |
| DXJ | WISDOMTREE TR | $77.36万 | 0.14% | 4,878 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $77.25万 | 0.14% | 5,319 | -606 | -10.2% | -$8.80万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $76.97万 | 0.14% | 1,288 | -786 | -37.9% | -$46.97万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $76.52万 | 0.14% | 5,167 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $75.36万 | 0.13% | 2,312 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $75.25万 | 0.13% | 15,083 | 1,251 | 9.0% | $6.24万 | 加仓 |