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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $4,709.51万 | 7.58% | 216,102 | 3,600 | 1.7% | $78.45万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $4,497.07万 | 7.23% | 1,862,911 | 144,087 | 8.4% | $347.83万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $4,409.37万 | 7.09% | 1,788,067 | 163,152 | 10.0% | $402.33万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,954.21万 | 6.36% | 1,168,501 | 22,356 | 2.0% | $75.65万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,516.84万 | 4.05% | 908,606 | 19,421 | 2.2% | $53.80万 | 加仓 |
| AAPL | APPLE INC | $2,090.51万 | 3.36% | 72,246 | -8,913 | -11.0% | -$257.91万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $1,889.58万 | 3.04% | 720,387 | 83,729 | 13.2% | $219.62万 | 加仓 |
| EMXC | ISHARES INC | $1,702.94万 | 2.74% | 166,465 | -7,878 | -4.5% | -$80.59万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,503.60万 | 2.42% | 181,924 | 17,170 | 10.4% | $141.91万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,440.35万 | 2.32% | 307,701 | 22,607 | 7.9% | $105.82万 | 加仓 |
| IWF | ISHARES TR | $1,166.35万 | 1.88% | 93,932 | -796 | -0.8% | -$9.88万 | 减仓 |
| MRK | MERCK & CO INC | $1,112.54万 | 1.79% | 86,579 | -823 | -0.9% | -$10.58万 | 减仓 |
| STIP | ISHARES TR | $1,066.56万 | 1.72% | 104,401 | 104,401 | — | $1,066.56万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,049.17万 | 1.69% | 29,358 | -38 | -0.1% | -$1.36万 | 减仓 |
| XAR | SPDR SERIES TRUST | $954.58万 | 1.54% | 33,637 | -445 | -1.3% | -$12.63万 | 减仓 |
| SMLF | ISHARES TR | $910.06万 | 1.46% | 102,093 | -940 | -0.9% | -$8.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $811.36万 | 1.31% | 21,751 | 839 | 4.0% | $31.30万 | 加仓 |
| AMZN | AMAZON COM INC | $808.59万 | 1.30% | 33,926 | 314 | 0.9% | $7.48万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $785.14万 | 1.26% | 27,920 | 64 | 0.2% | $1.80万 | 加仓 |
| GOOG | ALPHABET INC | $755.49万 | 1.22% | 21,382 | -644 | -2.9% | -$22.75万 | 减仓 |
| CVX | CHEVRON CORPORATION | $717.96万 | 1.15% | 43,313 | -1,807 | -4.0% | -$29.95万 | 减仓 |
| IVV | ISHARES TR | $665.76万 | 1.07% | 8,890 | -553 | -5.9% | -$41.41万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $650.93万 | 1.05% | 32,532 | -440 | -1.3% | -$8.80万 | 减仓 |
| CAT | CATERPILLAR INC | $600.39万 | 0.97% | 5,638 | -150 | -2.6% | -$15.97万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $566.39万 | 0.91% | 128,638 | 7,405 | 6.1% | $32.60万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $556.55万 | 0.90% | 175,514 | 5,215 | 3.1% | $16.54万 | 加仓 |
| — | EXXON MOBIL CORP | $548.08万 | 0.88% | 40,088 | -1,462 | -3.5% | -$19.99万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $527.79万 | 0.85% | 16,124 | -5 | -0.0% | -$1,637 | 减仓 |
| ENB | ENBRIDGE INC | $478.60万 | 0.77% | 88,286 | -2,100 | -2.3% | -$11.38万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $455.09万 | 0.73% | 19,233 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $431.64万 | 0.69% | 55,402 | 4,678 | 9.2% | $36.45万 | 加仓 |
| META | META PLATFORMS INC | $426.92万 | 0.69% | 7,579 | -93 | -1.2% | -$5.24万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $409.74万 | 0.66% | 111,463 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $404.27万 | 0.65% | 53,418 | 2,728 | 5.4% | $20.65万 | 加仓 |
| ESGU | ISHARES TR | $380.63万 | 0.61% | 23,256 | -713 | -3.0% | -$11.67万 | 减仓 |
| WMT | WALMART INC | $369.87万 | 0.59% | 32,657 | -538 | -1.6% | -$6.09万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $368.16万 | 0.59% | 7,709 | -143 | -1.8% | -$6.83万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $340.39万 | 0.55% | 13,403 | -354 | -2.6% | -$8.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $299.18万 | 0.48% | 36,335 | -37 | -0.1% | -$3,047 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $294.61万 | 0.47% | 8,639 | -427 | -4.7% | -$14.56万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $285.09万 | 0.46% | 28,339 | 2,324 | 8.9% | $23.38万 | 加仓 |
| IJH | ISHARES TR | $274.57万 | 0.44% | 35,607 | -3,498 | -8.9% | -$26.97万 | 减仓 |
| GOOGL | ALPHABET INC 看跌期权 | $268.03万 | 0.43% | 7,500 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $260.25万 | 0.42% | 5,201 | -1,605 | -23.6% | -$80.31万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $260.18万 | 0.42% | 7,031 | 28 | 0.4% | $1.04万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $251.54万 | 0.40% | 13,904 | 119 | 0.9% | $2.15万 | 加仓 |
| VO | VANGUARD INDEX FDS | $248.49万 | 0.40% | 30,841 | -1,279 | -4.0% | -$10.31万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $244.79万 | 0.39% | 2,617 | 200 | 8.3% | $18.71万 | 加仓 |
| BAC | BANK OF AMER CORP | $238.69万 | 0.38% | 41,891 | -2,297 | -5.2% | -$13.09万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $224.46万 | 0.36% | 4,700 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $223.41万 | 0.36% | 12,333 | -200 | -1.6% | -$3.62万 | 减仓 |
| CSCO | CISCO SYS INC | $222.01万 | 0.36% | 18,901 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $217.45万 | 0.35% | 20,424 | 90 | 0.4% | $9,582 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $217.02万 | 0.35% | 7,500 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $206.51万 | 0.33% | 23,529 | -68 | -0.3% | -$5,968 | 减仓 |
| CMI | CUMMINS INC | $201.13万 | 0.32% | 2,820 | -100 | -3.4% | -$7.13万 | 减仓 |
| KLAC | KLA CORP | $193.70万 | 0.31% | 6,420 | -50 | -0.8% | -$1.51万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $190.09万 | 0.31% | 17,683 | -1,086 | -5.8% | -$11.67万 | 减仓 |
| ITA | ISHARES TR | $184.29万 | 0.30% | 7,602 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC 看跌期权 | $184.15万 | 0.30% | 5,400 | 5,400 | — | $184.15万 | 新建仓 |
| INTC | INTEL CORP | $183.99万 | 0.30% | 13,177 | 250 | 1.9% | $3.49万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $181.28万 | 0.29% | 18,460 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $171.38万 | 0.28% | 9,274 | -145 | -1.5% | -$2.68万 | 减仓 |
| PFE | PFIZER INC | $159.15万 | 0.26% | 66,092 | -2,760 | -4.0% | -$6.65万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $158.33万 | 0.25% | 134,862 | 70,416 | 109.3% | $82.67万 | 加仓 |
| FTNT | FORTINET INC | $158.31万 | 0.25% | 10,305 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $157.30万 | 0.25% | 3,740 | 672 | 21.9% | $28.26万 | 加仓 |
| ABBV | ABBVIE INC | $152.57万 | 0.25% | 6,063 | 801 | 15.2% | $20.16万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $152.50万 | 0.25% | 16,528 | 707 | 4.5% | $6.52万 | 加仓 |
| RTX | RTX CORPORATION | $133.40万 | 0.21% | 7,031 | 100 | 1.4% | $1.90万 | 加仓 |
| LLY | ELI LILLY & CO | $133.26万 | 0.21% | 1,111 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $130.53万 | 0.21% | 8,801 | -1,482 | -14.4% | -$21.98万 | 减仓 |
| CAT | CATERPILLAR INC 看跌期权 | $127.79万 | 0.21% | 1,200 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $123.15万 | 0.20% | 3,260 | -80 | -2.4% | -$3.02万 | 减仓 |
| HYD | VANECK ETF TRUST | $122.45万 | 0.20% | 23,773 | -2,316 | -8.9% | -$11.93万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $121.24万 | 0.20% | 23,991 | 6,079 | 33.9% | $30.72万 | 加仓 |
| TGT | TARGET CORP | $117.98万 | 0.19% | 9,033 | -561 | -5.8% | -$7.33万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $112.44万 | 0.18% | 15,781 | -2,320 | -12.8% | -$16.53万 | 减仓 |
| NFLX | NETFLIX INC. | $109.35万 | 0.18% | 15,315 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $107.39万 | 0.17% | 4,894 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $104.06万 | 0.17% | 3,033 | -28 | -0.9% | -$9,607 | 减仓 |
| AMZN | AMAZON COM INC 看跌期权 | $102.49万 | 0.16% | 4,300 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $102.26万 | 0.16% | 55,188 | -7,007 | -11.3% | -$12.98万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $98.90万 | 0.16% | 13,706 | -42 | -0.3% | -$3,031 | 减仓 |
| SBUX | STARBUCKS CORP | $98.11万 | 0.16% | 9,601 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $93.85万 | 0.15% | 13,044 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $92.81万 | 0.15% | 17,357 | 175 | 1.0% | $9,357 | 加仓 |
| FSUN | FIRSTSUN CAP BANCORP | $92.40万 | 0.15% | 23,826 | 23,826 | — | $92.40万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $91.47万 | 0.15% | 1,781 | -10 | -0.6% | -$5,136 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $91.45万 | 0.15% | 4,800 | -422 | -8.1% | -$8.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $90.04万 | 0.14% | 4,500 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $88.27万 | 0.14% | 14,035 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $88.11万 | 0.14% | 3,990 | -49 | -1.2% | -$1.08万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $87.92万 | 0.14% | 2,029 | -160 | -7.3% | -$6.93万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $87.00万 | 0.14% | 20,548 | 1,280 | 6.6% | $5.42万 | 加仓 |
| MMM | 3M CO | $86.06万 | 0.14% | 5,315 | -4 | -0.1% | -$648 | 减仓 |
| DXJ | WISDOMTREE TR | $84.64万 | 0.14% | 4,878 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $83.88万 | 0.13% | 14,553 | 4,249 | 41.2% | $24.49万 | 加仓 |
| O | REALTY INCOME CORP | $82.52万 | 0.13% | 13,319 | 575 | 4.5% | $3.56万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $80.92万 | 0.13% | 1,393 | 0 | 0.0% | — | 不变 |