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 |
|---|---|---|---|---|---|---|---|---|
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.52万 | 0.09% | 349 | -82 | -19.0% | -$5.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $21.37万 | 0.09% | 5,500 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $20.74万 | 0.08% | 450 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $18.33万 | 0.07% | 18,007 | 133 | 0.7% | $1,354 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $15.84万 | 0.06% | 30,511 | -10,115 | -24.9% | -$5.25万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC 看涨期权 | $4.93万 | 0.02% | 9,500 | -9,000 | -48.6% | -$4.67万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $4.71万 | 0.02% | 11,653 | 0 | 0.0% | — | 不变 |
| — | QUANTUM SI INC | $1.10万 | 0.00% | 14,158 | 0 | 0.0% | — | 不变 |
| 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 |