Flagship Private Wealth, LLC
Woburn MA · SEC CIK 0001842560
$2.46亿2026Q1 申报市值
108持仓数
49.8%前十大占比 · 第一大 12.8%
4 / 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
MINT 加仓+$91.62万
MUNI 加仓+$91.59万
SHY 加仓+$82.68万
BALI 加仓+$74.67万
XLU 加仓+$52.04万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$129.84万
IVV 减仓-$105.17万
EVLN 清仓-$98.63万
PINK 减仓-$56.10万
FSSL 清仓-$52.73万
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 |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | $434.43万 | 1.76% | 28,008 | -153 | -0.5% | -$2.37万 | 减仓 |
| GLD | SPDR GOLD TR | $474.95万 | 1.93% | 11,038 | 737 | 7.2% | $31.71万 | 加仓 |
| MGK | VANGUARD WORLD FD | $476.80万 | 1.94% | 12,976 | -147 | -1.1% | -$5.40万 | 减仓 |
| IXN | ISHARES TR | $495.11万 | 2.01% | 49,526 | -988 | -2.0% | -$9.88万 | 减仓 |
| AGG | ISHARES TR | $500.54万 | 2.03% | 50,422 | 4,701 | 10.3% | $46.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $565.57万 | 2.30% | 17,629 | -194 | -1.1% | -$6.22万 | 减仓 |
| MINT | PIMCO ETF TR | $610.65万 | 2.48% | 60,719 | 9,110 | 17.7% | $91.62万 | 加仓 |
| VGT | VANGUARD WORLD FD | $758.22万 | 3.08% | 10,867 | -540 | -4.7% | -$37.68万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $774.84万 | 3.15% | 103,051 | 689 | 0.7% | $5.18万 | 加仓 |
| IJH | ISHARES TR | $813.60万 | 3.30% | 120,480 | -1,509 | -1.2% | -$10.19万 | 减仓 |
| ITOT | ISHARES TR | $813.70万 | 3.30% | 57,130 | 967 | 1.7% | $13.77万 | 加仓 |
| SGOV | ISHARES TR | $829.77万 | 3.37% | 82,433 | -12,899 | -13.5% | -$129.84万 | 减仓 |
| QUAL | ISHARES TR | $950.76万 | 3.86% | 49,568 | 75 | 0.2% | $1.44万 | 加仓 |
| USMV | ISHARES TR | $960.74万 | 3.90% | 103,595 | 1,808 | 1.8% | $16.77万 | 加仓 |
| QQQ | INVESCO QQQ TR | $999.63万 | 4.06% | 17,319 | 4 | 0.0% | $2,309 | 加仓 |
| IOO | ISHARES TR | $1,361.27万 | 5.53% | 112,530 | -2,266 | -2.0% | -$27.41万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,621.55万 | 6.58% | 24,934 | -751 | -2.9% | -$48.84万 | 减仓 |
| IVV | ISHARES TR | $3,152.71万 | 12.80% | 48,265 | -1,610 | -3.2% | -$105.17万 | 减仓 |