Fingerlakes Wealth Management, Inc.
ITHACA NY · SEC CIK 0001910248
$1.86亿2026Q2 申报市值
101持仓数
44.2%前十大占比 · 第一大 6.9%
7 / 4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
MGV 加仓+$85.04万
SCHG 加仓+$56.89万
BBUS 加仓+$43.30万
MGK 加仓+$40.73万
SPDR INDEX SHS F 加仓+$36.66万
2026Q2 卖出最多 按季末市值估算
PEP 清仓-$22.07万
WM 清仓-$20.29万
T 清仓-$20.07万
INVESCO TR INVT 清仓-$11.46万
SPTM 减仓-$7.37万
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,421 | -100.0% | -$22.07万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -883 | -100.0% | -$20.29万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -6,922 | -100.0% | -$20.07万 | 清仓 |
| — | INVESCO TR INVT GRADE NEW YO | $0 | 0.00% | 0 | -10,471 | -100.0% | -$11.46万 | 清仓 |
| — | NEUBERGER R/EST SECS INC FD | $4.86万 | 0.03% | 16,050 | 1,664 | 11.6% | $5,042 | 加仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $14.15万 | 0.08% | 21,769 | 519 | 2.4% | $3,374 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $20.11万 | 0.11% | 2,420 | 2,420 | — | $20.11万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $20.63万 | 0.11% | 1,095 | 1,095 | — | $20.63万 | 新建仓 |
| SCZ | ISHARES TR | $20.93万 | 0.11% | 2,544 | 2,544 | — | $20.93万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $20.95万 | 0.11% | 1,869 | 1,869 | — | $20.95万 | 新建仓 |
| IMCB | ISHARES TR | $21.12万 | 0.11% | 2,188 | -393 | -15.2% | -$3.79万 | 重新持有 |
| VBR | VANGUARD INDEX FDS | $21.30万 | 0.11% | 877 | 877 | — | $21.30万 | 新建仓 |
| NULV | NUSHARES ETF TR | $22.01万 | 0.12% | 4,402 | 4,402 | — | $22.01万 | 新建仓 |
| GLD | SPDR GOLD TR | $22.99万 | 0.12% | 624 | -15 | -2.3% | -$5,526 | 减仓 |
| ESGE | ISHARES INC | $23.23万 | 0.12% | 4,247 | 4,247 | — | $23.23万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $23.44万 | 0.13% | 4,053 | 105 | 2.7% | $6,073 | 加仓 |
| ORCL | ORACLE CORP | $23.70万 | 0.13% | 1,617 | -25 | -1.5% | -$3,665 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $23.82万 | 0.13% | 4,675 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $27.90万 | 0.15% | 2,529 | 7 | 0.3% | $772 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $29.46万 | 0.16% | 4,770 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $29.61万 | 0.16% | 3,596 | 272 | 8.2% | $2.24万 | 加仓 |
| — | WISDOMTREE TR | $29.74万 | 0.16% | 2,268 | 9 | 0.4% | $1,180 | 加仓 |
| IUSV | ISHARES TR | $31.28万 | 0.17% | 2,840 | 354 | 14.2% | $3.90万 | 加仓 |
| IUSG | ISHARES TR | $31.93万 | 0.17% | 1,698 | 220 | 14.9% | $4.14万 | 加仓 |
| PL | PLANET LABS PBC | $33.13万 | 0.18% | 10,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $33.34万 | 0.18% | 356 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $37.03万 | 0.20% | 5,573 | 31 | 0.6% | $2,060 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $37.56万 | 0.20% | 737 | 5 | 0.7% | $2,548 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.55万 | 0.21% | 1,371 | 5 | 0.4% | $1,406 | 加仓 |
| IJH | ISHARES TR | $41.03万 | 0.22% | 5,321 | 8 | 0.2% | $617 | 加仓 |
| GLW | CORNING INC | $44.23万 | 0.24% | 1,732 | 23 | 1.3% | $5,874 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $44.46万 | 0.24% | 12,060 | 28 | 0.2% | $1,032 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $44.80万 | 0.24% | 2,419 | 6 | 0.2% | $1,111 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $44.94万 | 0.24% | 6,121 | -14 | -0.2% | -$1,028 | 减仓 |
| EQIX | EQUINIX INC | $46.85万 | 0.25% | 449 | 7 | 1.6% | $7,305 | 加仓 |
| NULG | NUSHARES ETF TR | $48.09万 | 0.26% | 4,108 | -101 | -2.4% | -$1.18万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $48.09万 | 0.26% | 3,091 | -471 | -13.2% | -$7.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $48.15万 | 0.26% | 2,406 | -16 | -0.7% | -$3,202 | 减仓 |
| MCD | MCDONALDS CORP | $49.42万 | 0.27% | 1,828 | 22 | 1.2% | $5,948 | 加仓 |
| NUMG | NUSHARES ETF TR | $50.76万 | 0.27% | 10,810 | 581 | 5.7% | $2.73万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $52.71万 | 0.28% | 4,424 | -14 | -0.3% | -$1,668 | 减仓 |
| — | SPDR INDEX SHS FDS | $54.10万 | 0.29% | 11,784 | 73 | 0.6% | $3,352 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $54.52万 | 0.29% | 2,304 | 10 | 0.4% | $2,366 | 加仓 |
| — | EXXON MOBIL CORP | $59.21万 | 0.32% | 4,331 | 248 | 6.1% | $3.39万 | 加仓 |
| IWP | ISHARES TR | $59.22万 | 0.32% | 4,045 | 5 | 0.1% | $732 | 加仓 |
| CSCO | CISCO SYS INC | $59.39万 | 0.32% | 5,056 | 110 | 2.2% | $1.29万 | 加仓 |
| SHE | SPDR SERIES TRUST | $59.48万 | 0.32% | 3,851 | 8 | 0.2% | $1,236 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $63.36万 | 0.34% | 5,567 | -86 | -1.5% | -$9,788 | 减仓 |
| SPSM | SPDR SERIES TRUST | $65.97万 | 0.36% | 11,439 | 84 | 0.7% | $4,844 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $69.43万 | 0.37% | 2,734 | 243 | 9.8% | $6.17万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $75.36万 | 0.41% | 25,722 | 1,659 | 6.9% | $4.86万 | 加仓 |
| VB | VANGUARD INDEX FDS | $76.69万 | 0.41% | 2,530 | 6 | 0.2% | $1,819 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $76.77万 | 0.41% | 24,684 | 5,582 | 29.2% | $17.36万 | 加仓 |
| ESGD | ISHARES TR | $79.48万 | 0.43% | 7,731 | 1,746 | 29.2% | $17.95万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $79.96万 | 0.43% | 8,292 | 42 | 0.5% | $4,050 | 加仓 |
| MTUM | ISHARES TR | $81.51万 | 0.44% | 2,378 | 104 | 4.6% | $3.56万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $82.13万 | 0.44% | 5,197 | 7 | 0.1% | $1,106 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $82.36万 | 0.44% | 2,461 | -2 | -0.1% | -$669 | 减仓 |
| NUMV | NUSHARES ETF TR | $83.22万 | 0.45% | 19,135 | 1 | 0.0% | $43 | 加仓 |
| AMZN | AMAZON COM INC | $88.16万 | 0.47% | 3,699 | 14 | 0.4% | $3,337 | 加仓 |
| VUG | VANGUARD INDEX FDS | $101.81万 | 0.55% | 11,819 | -67 | -0.6% | -$5,771 | 减仓 |
| HD | HOME DEPOT INC | $104.25万 | 0.56% | 2,956 | 8 | 0.3% | $2,821 | 加仓 |
| SPYG | SPDR SERIES TRUST | $113.44万 | 0.61% | 9,534 | -265 | -2.7% | -$3.15万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $114.91万 | 0.62% | 3,142 | 541 | 20.8% | $19.79万 | 加仓 |
| ESML | ISHARES TR | $115.97万 | 0.62% | 20,734 | 3,096 | 17.6% | $17.32万 | 加仓 |
| CSX | CSX CORP | $122.23万 | 0.66% | 25,715 | 62 | 0.2% | $2,947 | 加仓 |
| CAT | CATERPILLAR INC | $122.61万 | 0.66% | 1,151 | -2 | -0.2% | -$2,130 | 减仓 |
| SPYM | SPDR SERIES TRUST | $126.31万 | 0.68% | 14,373 | 28 | 0.2% | $2,461 | 加仓 |
| LLY | ELI LILLY & CO | $127.06万 | 0.68% | 1,059 | 11 | 1.0% | $1.32万 | 加仓 |
| GOOG | ALPHABET INC | $142.27万 | 0.77% | 4,026 | -53 | -1.3% | -$1.87万 | 减仓 |
| LOW | LOWES COS INC | $145.10万 | 0.78% | 6,581 | -64 | -1.0% | -$1.41万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $145.52万 | 0.78% | 2,119 | 6 | 0.3% | $4,120 | 加仓 |
| NEE | NEXTERA ENERGY INC | $146.31万 | 0.79% | 16,669 | 116 | 0.7% | $1.02万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $146.63万 | 0.79% | 21,704 | 134 | 0.6% | $9,053 | 加仓 |
| GOOGL | ALPHABET INC | $160.09万 | 0.86% | 4,480 | 119 | 2.7% | $4.25万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $182.40万 | 0.98% | 25,600 | 4,344 | 20.4% | $30.95万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $187.75万 | 1.01% | 2,514 | 5 | 0.2% | $3,734 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $218.71万 | 1.18% | 13,935 | -7 | -0.1% | -$1,099 | 减仓 |
| SPTM | SPDR SERIES TRUST | $223.48万 | 1.20% | 24,615 | -812 | -3.2% | -$7.37万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $228.69万 | 1.23% | 4,570 | -60 | -1.3% | -$3.00万 | 减仓 |
| IVV | ISHARES TR | $236.04万 | 1.27% | 3,152 | 9 | 0.3% | $6,740 | 加仓 |
| DGRO | ISHARES TR | $258.25万 | 1.39% | 34,075 | 2,839 | 9.1% | $21.52万 | 加仓 |
| VO | VANGUARD INDEX FDS | $268.29万 | 1.44% | 33,298 | -94 | -0.3% | -$7,574 | 减仓 |
| IWY | ISHARES TR | $275.17万 | 1.48% | 9,468 | 1,011 | 12.0% | $29.38万 | 加仓 |
| USSG | DBX ETF TR | $276.40万 | 1.49% | 39,793 | 1,494 | 3.9% | $10.38万 | 加仓 |
| ESGU | ISHARES TR | $295.16万 | 1.59% | 18,034 | 747 | 4.3% | $12.23万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $310.23万 | 1.67% | 10,128 | 657 | 6.9% | $20.12万 | 加仓 |
| SUSA | ISHARES TR | $310.64万 | 1.67% | 20,132 | 1,343 | 7.1% | $20.72万 | 加仓 |
| DSI | ISHARES TR | $321.63万 | 1.73% | 22,588 | 1,413 | 6.7% | $20.12万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $325.79万 | 1.75% | 24,636 | 1,975 | 8.7% | $26.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $332.31万 | 1.79% | 8,909 | 18 | 0.2% | $6,714 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $353.12万 | 1.90% | 6,760 | -53 | -0.8% | -$2.77万 | 减仓 |
| AMAT | APPLIED MATLS INC | $397.72万 | 2.14% | 5,501 | 12 | 0.2% | $8,676 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $434.32万 | 2.34% | 84,778 | 3,837 | 4.7% | $19.66万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $449.69万 | 2.42% | 33,379 | 3,214 | 10.7% | $43.30万 | 加仓 |
| — | SPDR INDEX SHS FDS | $508.50万 | 2.74% | 33,473 | 2,413 | 7.8% | $36.66万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $545.85万 | 2.94% | 14,751 | -110 | -0.7% | -$4.07万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $557.87万 | 3.00% | 19,535 | 440 | 2.3% | $12.57万 | 加仓 |
| VGT | VANGUARD WORLD FD | $672.46万 | 3.62% | 56,264 | 952 | 1.7% | $11.38万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $861.16万 | 4.63% | 45,201 | 187 | 0.4% | $3.56万 | 加仓 |