Flagship Private Wealth, LLC
Woburn MA · SEC CIK 0001842560
$2.83亿2026Q2 申报市值
116持仓数
49.7%前十大占比 · 第一大 12.9%
9 / 5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
JEPI 新建仓+$132.83万
IGV 新建仓+$112.63万
BALI 加仓+$64.93万
EFA 加仓+$54.19万
SPDR SERIES TRUS 新建仓+$52.49万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$90.28万
VGT 减仓-$87.51万
QQQ 减仓-$55.89万
KWEB 清仓-$51.67万
IOO 减仓-$51.58万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $373.91万 | 1.32% | 12,342 | 501 | 4.2% | $15.18万 | 加仓 |
| GLD | SPDR GOLD TR | $410.19万 | 1.45% | 11,135 | 97 | 0.9% | $3.57万 | 加仓 |
| SMLF | ISHARES TR | $416.25万 | 1.47% | 46,696 | 1,884 | 4.2% | $16.79万 | 加仓 |
| SHY | ISHARES TR | $429.14万 | 1.52% | 52,264 | 2,991 | 6.1% | $24.56万 | 加仓 |
| AGG | ISHARES TR | $493.92万 | 1.75% | 49,901 | -521 | -1.0% | -$5.16万 | 减仓 |
| IUSG | ISHARES TR | $545.45万 | 1.93% | 28,999 | 991 | 3.5% | $18.64万 | 加仓 |
| MGK | VANGUARD WORLD FD | $561.26万 | 1.98% | 63,846 | -1,034 | -1.6% | -$9.09万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $631.26万 | 2.23% | 17,059 | -570 | -3.2% | -$21.09万 | 减仓 |
| MINT | PIMCO ETF TR | $642.14万 | 2.27% | 63,698 | 2,979 | 4.9% | $30.03万 | 加仓 |
| IXN | ISHARES TR | $689.70万 | 2.44% | 47,737 | -1,789 | -3.6% | -$25.85万 | 减仓 |
| SGOV | ISHARES TR | $843.89万 | 2.98% | 83,827 | 1,394 | 1.7% | $14.03万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $936.09万 | 3.31% | 103,895 | 844 | 0.8% | $7.60万 | 加仓 |
| IJH | ISHARES TR | $936.28万 | 3.31% | 121,421 | 941 | 0.8% | $7.26万 | 加仓 |
| VGT | VANGUARD WORLD FD | $951.55万 | 3.36% | 79,614 | -7,322 | -8.4% | -$87.51万 | 减仓 |
| ITOT | ISHARES TR | $961.84万 | 3.40% | 58,552 | 1,422 | 2.5% | $23.36万 | 加仓 |
| USMV | ISHARES TR | $1,002.35万 | 3.54% | 103,914 | 319 | 0.3% | $3.08万 | 加仓 |
| QUAL | ISHARES TR | $1,122.04万 | 3.97% | 51,134 | 1,566 | 3.2% | $34.36万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,219.49万 | 4.31% | 16,560 | -759 | -4.4% | -$55.89万 | 减仓 |
| IOO | ISHARES TR | $1,485.58万 | 5.25% | 108,754 | -3,776 | -3.4% | -$51.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,771.69万 | 6.26% | 23,725 | -1,209 | -4.8% | -$90.28万 | 减仓 |
| IVV | ISHARES TR | $3,661.15万 | 12.94% | 48,888 | 623 | 1.3% | $46.66万 | 加仓 |