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 |
|---|---|---|---|---|---|---|---|---|
| EVLN | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -19,937 | -100.0% | -$98.63万 | 清仓 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -37,290 | -100.0% | -$52.73万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,061 | -100.0% | -$36.08万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -526 | -100.0% | -$23.66万 | 清仓 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | -8,374 | -100.0% | -$22.34万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IHAK | ISHARES TR | $0 | 0.00% | 0 | -4,307 | -100.0% | -$20.73万 | 清仓 |
| — | QUANTUM SI INC | $1.10万 | 0.00% | 14,158 | 0 | 0.0% | — | 不变 |
| BFLY | BUTTERFLY NETWORK INC | $4.71万 | 0.02% | 11,653 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC 看涨期权 | $4.93万 | 0.02% | 9,500 | -9,000 | -48.6% | -$4.67万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $15.84万 | 0.06% | 30,511 | -10,115 | -24.9% | -$5.25万 | 减仓 |
| FSK | FS KKR CAP CORP | $18.33万 | 0.07% | 18,007 | 133 | 0.7% | $1,354 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $20.74万 | 0.08% | 450 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $21.37万 | 0.09% | 5,500 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.52万 | 0.09% | 349 | -82 | -19.0% | -$5.06万 | 减仓 |
| IEFA | ISHARES TR | $22.68万 | 0.09% | 2,505 | -26 | -1.0% | -$2,354 | 重新持有 |
| DELL | DELL TECHNOLOGIES INC | $23.37万 | 0.09% | 1,424 | 1,424 | — | $23.37万 | 新建仓 |
| MSFT | MICROSOFT CORP | $24.43万 | 0.10% | 660 | -45 | -6.4% | -$1.67万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $26.01万 | 0.11% | 5,117 | 19 | 0.4% | $966 | 加仓 |
| VOO | VANGUARD INDEX FDS | $26.26万 | 0.11% | 439 | 23 | 5.5% | $1.38万 | 加仓 |
| IEMG | ISHARES INC | $27.39万 | 0.11% | 3,927 | 3,927 | — | $27.39万 | 新建仓 |
| IT | GARTNER INC | $27.76万 | 0.11% | 1,753 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $28.18万 | 0.11% | 2,120 | -35 | -1.6% | -$4,652 | 减仓 |
| AMZN | AMAZON COM INC | $29.68万 | 0.12% | 1,425 | -119 | -7.7% | -$2.48万 | 减仓 |
| MCD | MCDONALDS CORP | $30.82万 | 0.13% | 992 | 4 | 0.4% | $1,243 | 加仓 |
| LRGF | ISHARES TR | $30.99万 | 0.13% | 4,696 | 61 | 1.3% | $4,026 | 加仓 |
| SUSA | ISHARES TR | $31.05万 | 0.13% | 2,351 | -15 | -0.6% | -$1,981 | 减仓 |
| VLU | SPDR SERIES TRUST | $31.26万 | 0.13% | 1,454 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $31.82万 | 0.13% | 4,126 | -43 | -1.0% | -$3,316 | 减仓 |
| IUSB | ISHARES TR | $31.86万 | 0.13% | 6,897 | 3 | 0.0% | $139 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $32.17万 | 0.13% | 2,326 | -17 | -0.7% | -$2,351 | 减仓 |
| MGC | VANGUARD WORLD FD | $33.42万 | 0.14% | 1,414 | 4 | 0.3% | $945 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.88万 | 0.14% | 1,622 | -408 | -20.1% | -$8.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $34.92万 | 0.14% | 1,187 | -76 | -6.0% | -$2.24万 | 减仓 |
| IEV | ISHARES TR | $35.20万 | 0.14% | 5,181 | -62 | -1.2% | -$4,212 | 减仓 |
| WPC | WP CAREY INC | $35.31万 | 0.14% | 5,196 | 13 | 0.3% | $884 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $38.26万 | 0.16% | 4,102 | 600 | 17.1% | $5.60万 | 加仓 |
| IEUR | ISHARES TR | $40.88万 | 0.17% | 5,817 | 6 | 0.1% | $422 | 加仓 |
| SHV | ISHARES TR | $42.39万 | 0.17% | 3,840 | -1,264 | -24.8% | -$13.95万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $43.64万 | 0.18% | 17,021 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $44.80万 | 0.18% | 530 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $45.72万 | 0.19% | 5,050 | 5,050 | — | $45.72万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $46.63万 | 0.19% | 2,353 | -9 | -0.4% | -$1,783 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $47.15万 | 0.19% | 95,067 | -8,539 | -8.2% | -$4.24万 | 减仓 |
| IWR | ISHARES TR | $47.23万 | 0.19% | 4,858 | 201 | 4.3% | $1.95万 | 加仓 |
| ENTG | ENTEGRIS INC | $47.75万 | 0.19% | 4,073 | -411 | -9.2% | -$4.82万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $48.65万 | 0.20% | 5,035 | 136 | 2.8% | $1.31万 | 加仓 |
| IWB | ISHARES TR | $49.81万 | 0.20% | 1,397 | 1 | 0.1% | $357 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $51.03万 | 0.21% | 3,155 | 976 | 44.8% | $15.79万 | 加仓 |
| KWEB | KRANESHARES TRUST | $51.67万 | 0.21% | 18,173 | 18,173 | — | $51.67万 | 新建仓 |
| IBB | ISHARES TR | $52.19万 | 0.21% | 3,091 | 7 | 0.2% | $1,182 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $54.18万 | 0.22% | 1,791 | -15 | -0.8% | -$4,538 | 减仓 |
| GDX | VANECK ETF TRUST | $54.87万 | 0.22% | 5,980 | 2,522 | 72.9% | $23.14万 | 加仓 |
| EFA | ISHARES TR | $58.56万 | 0.24% | 6,029 | 1,797 | 42.5% | $17.45万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $61.26万 | 0.25% | 10,530 | 308 | 3.0% | $1.79万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $64.63万 | 0.26% | 10,913 | 526 | 5.1% | $3.11万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $65.35万 | 0.27% | 6,810 | 15 | 0.2% | $1,439 | 加仓 |
| SPYG | SPDR SERIES TRUST | $68.89万 | 0.28% | 7,036 | 440 | 6.7% | $4.31万 | 加仓 |
| IWP | ISHARES TR | $68.92万 | 0.28% | 5,379 | -15 | -0.3% | -$1,922 | 减仓 |
| ARTY | ISHARES TR | $69.62万 | 0.28% | 14,963 | 1,488 | 11.0% | $6.92万 | 加仓 |
| SUB | ISHARES TR | $69.91万 | 0.28% | 6,564 | 1,956 | 42.4% | $20.83万 | 加仓 |
| OEF | ISHARES TR | $70.20万 | 0.28% | 2,207 | 6 | 0.3% | $1,908 | 加仓 |
| DGRO | ISHARES TR | $85.45万 | 0.35% | 12,175 | 354 | 3.0% | $2.48万 | 加仓 |
| IVE | ISHARES TR | $91.36万 | 0.37% | 4,327 | 77 | 1.8% | $1.63万 | 加仓 |
| GOOGL | ALPHABET INC | $93.94万 | 0.38% | 3,267 | -286 | -8.0% | -$8.22万 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $94.58万 | 0.38% | 28,099 | -16,667 | -37.2% | -$56.10万 | 减仓 |
| MTUM | ISHARES TR | $94.88万 | 0.39% | 3,953 | -167 | -4.1% | -$4.01万 | 减仓 |
| IWM | ISHARES TR | $95.06万 | 0.39% | 3,833 | -150 | -3.8% | -$3.72万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $96.41万 | 0.39% | 13,092 | -1,003 | -7.1% | -$7.39万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $99.11万 | 0.40% | 13,091 | -220 | -1.7% | -$1.67万 | 减仓 |
| AAPL | APPLE INC | $100.21万 | 0.41% | 3,949 | 2 | 0.1% | $508 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $106.50万 | 0.43% | 5,549 | -1,392 | -20.1% | -$26.72万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $109.53万 | 0.44% | 6,150 | 73 | 1.2% | $1.30万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $113.18万 | 0.46% | 2,591 | -117 | -4.3% | -$5.11万 | 减仓 |
| GOOG | ALPHABET INC | $114.51万 | 0.46% | 3,992 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $117.55万 | 0.48% | 2,757 | 8 | 0.3% | $3,411 | 加仓 |
| MUB | ISHARES TR | $120.50万 | 0.49% | 11,352 | 3,035 | 36.5% | $32.22万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $122.25万 | 0.50% | 16,714 | -405 | -2.4% | -$2.96万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $124.64万 | 0.51% | 15,040 | -242 | -1.6% | -$2.01万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $126.61万 | 0.51% | 16,542 | 4,623 | 38.8% | $35.38万 | 加仓 |
| IVW | ISHARES TR | $127.51万 | 0.52% | 11,274 | -7 | -0.1% | -$792 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $140.66万 | 0.57% | 12,250 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $142.63万 | 0.58% | 55,672 | -1,412 | -2.5% | -$3.62万 | 减仓 |
| IJR | ISHARES TR | $148.56万 | 0.60% | 11,951 | -19 | -0.2% | -$2,362 | 减仓 |
| SPYV | SPDR SERIES TRUST | $150.39万 | 0.61% | 26,581 | -77 | -0.3% | -$4,357 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $180.07万 | 0.73% | 58,444 | 24,235 | 70.8% | $74.67万 | 加仓 |
| IXUS | ISHARES TR | $201.95万 | 0.82% | 23,309 | 4,446 | 23.6% | $38.52万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $214.30万 | 0.87% | 46,699 | 11,341 | 32.1% | $52.04万 | 加仓 |
| MUNI | PIMCO ETF TR | $227.70万 | 0.92% | 43,628 | 17,550 | 67.3% | $91.59万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $234.50万 | 0.95% | 11,394 | -466 | -3.9% | -$9.59万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $246.62万 | 1.00% | 48,990 | 8,539 | 21.1% | $42.99万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $259.93万 | 1.06% | 151,916 | 10,978 | 7.8% | $18.78万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $281.36万 | 1.14% | 11,841 | 445 | 3.9% | $10.57万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $317.28万 | 1.29% | 21,641 | -256 | -1.2% | -$3.75万 | 减仓 |
| SMLF | ISHARES TR | $338.28万 | 1.37% | 44,812 | -3,233 | -6.7% | -$24.41万 | 减仓 |
| LQD | ISHARES TR | $374.24万 | 1.52% | 34,337 | 875 | 2.6% | $9.54万 | 加仓 |
| SHY | ISHARES TR | $406.84万 | 1.65% | 49,273 | 10,013 | 25.5% | $82.68万 | 加仓 |