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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $24.66万 | 0.09% | 661 | 1 | 0.2% | $373 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $24.40万 | 0.09% | 5,500 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $23.96万 | 0.08% | 3,175 | -2,805 | -46.9% | -$21.16万 | 减仓 |
| IEFA | ISHARES TR | $23.49万 | 0.08% | 2,432 | -73 | -2.9% | -$7,051 | 减仓 |
| IT | GARTNER INC | $22.72万 | 0.08% | 1,753 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $22.67万 | 0.08% | 1,592 | -49 | -3.0% | -$6,977 | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $22.02万 | 0.08% | 313 | -36 | -10.3% | -$2.53万 | 减仓 |
| VHT | VANGUARD WORLD FD | $21.57万 | 0.08% | 721 | 0 | 0.0% | — | 重新持有 |
| IWO | ISHARES TR | $21.40万 | 0.08% | 543 | -306 | -36.0% | -$12.06万 | 重新持有 |
| SPSM | SPDR SERIES TRUST | $20.82万 | 0.07% | 3,610 | 3,610 | — | $20.82万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.72万 | 0.07% | 414 | -3 | -0.7% | -$1,501 | 重新持有 |
| IWV | ISHARES TR | $20.41万 | 0.07% | 479 | 479 | — | $20.41万 | 新建仓 |
| FSK | FS KKR CAP CORP | $17.06万 | 0.06% | 16,247 | -1,760 | -9.8% | -$1.85万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $9.81万 | 0.03% | 11,653 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC 看涨期权 | $7.70万 | 0.03% | 9,500 | 0 | 0.0% | — | 不变 |
| — | QUANTUM SI INC | $1.25万 | 0.00% | 14,158 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -18,173 | -100.0% | -$51.67万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,155 | -100.0% | -$51.03万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -5,050 | -100.0% | -$45.72万 | 清仓 |
| IEV | ISHARES TR | $0 | 0.00% | 0 | -5,181 | -100.0% | -$35.20万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -450 | -100.0% | -$20.74万 | 清仓 |