Fingerlakes Wealth Management, Inc.
ITHACA NY · SEC CIK 0001910248
$1.51亿2026Q1 申报市值
97持仓数
43.3%前十大占比 · 第一大 6.9%
2 / 1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
MGV 加仓+$69.05万
SCHG 加仓+$42.31万
INVESCO EXCH TRA 加仓+$30.63万
GLW 新建仓+$23.24万
VEA 加仓+$21.18万
2026Q1 卖出最多 按季末市值估算
MGK 减仓-$41.04万
XLK 减仓-$38.16万
AAPL 减仓-$29.97万
SPTM 减仓-$21.92万
PG 清仓-$20.65万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | $1,035.58万 | 6.87% | 28,184 | -1,117 | -3.8% | -$41.04万 | 减仓 |
| MGV | VANGUARD WORLD FD | $807.70万 | 5.36% | 55,723 | 4,764 | 9.3% | $69.05万 | 加仓 |
| QQQ | INVESCO QQQ TR | $795.72万 | 5.28% | 13,786 | -339 | -2.4% | -$19.57万 | 减仓 |
| AAPL | APPLE INC | $779.54万 | 5.17% | 30,716 | -1,181 | -3.7% | -$29.97万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $715.90万 | 4.75% | 245,760 | 14,524 | 6.3% | $42.31万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $598.24万 | 3.97% | 45,014 | -2,871 | -6.0% | -$38.16万 | 减仓 |
| VGT | VANGUARD WORLD FD | $482.42万 | 3.20% | 6,914 | -279 | -3.9% | -$19.47万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $476.77万 | 3.16% | 14,861 | -84 | -0.6% | -$2.69万 | 减仓 |
| — | SPDR INDEX SHS FDS | $444.59万 | 2.95% | 31,060 | 795 | 2.6% | $11.38万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $397.27万 | 2.63% | 19,095 | -509 | -2.6% | -$10.59万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $353.48万 | 2.34% | 30,165 | 638 | 2.2% | $7.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $329.13万 | 2.18% | 8,891 | -20 | -0.2% | -$7,404 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $320.19万 | 2.12% | 80,941 | 7,742 | 10.6% | $30.63万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $315.57万 | 2.09% | 6,813 | -22 | -0.3% | -$1.02万 | 减仓 |
| DSI | ISHARES TR | $256.62万 | 1.70% | 21,175 | 1,037 | 5.1% | $12.57万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $254.41万 | 1.69% | 22,661 | 763 | 3.5% | $8.57万 | 加仓 |
| SUSA | ISHARES TR | $248.21万 | 1.65% | 18,789 | 323 | 1.7% | $4.27万 | 加仓 |
| ESGU | ISHARES TR | $244.48万 | 1.62% | 17,287 | -73 | -0.4% | -$1.03万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $243.74万 | 1.62% | 9,471 | 3 | 0.0% | $772 | 加仓 |
| VO | VANGUARD INDEX FDS | $239.75万 | 1.59% | 8,348 | -40 | -0.5% | -$1.15万 | 减仓 |
| USSG | DBX ETF TR | $228.57万 | 1.52% | 38,299 | 1,807 | 5.0% | $10.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $221.88万 | 1.47% | 4,630 | -323 | -6.5% | -$15.48万 | 减仓 |
| DGRO | ISHARES TR | $219.21万 | 1.45% | 31,236 | 979 | 3.2% | $6.87万 | 加仓 |
| IWY | ISHARES TR | $210.43万 | 1.40% | 8,457 | 450 | 5.6% | $11.20万 | 加仓 |
| IVV | ISHARES TR | $205.29万 | 1.36% | 3,143 | 132 | 4.4% | $8.62万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $201.03万 | 1.33% | 25,427 | -2,773 | -9.8% | -$21.92万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $192.84万 | 1.28% | 13,942 | -52 | -0.4% | -$7,193 | 减仓 |
| AMAT | APPLIED MATLS INC | $187.61万 | 1.24% | 5,489 | -69 | -1.2% | -$2.36万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $163.19万 | 1.08% | 2,509 | -44 | -1.7% | -$2.86万 | 减仓 |
| LOW | LOWES COS INC | $157.01万 | 1.04% | 6,645 | -150 | -2.2% | -$3.54万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $153.75万 | 1.02% | 16,553 | 106 | 0.6% | $9,846 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $136.21万 | 0.90% | 21,256 | 3,305 | 18.4% | $21.18万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $127.73万 | 0.85% | 21,570 | -395 | -1.8% | -$2.34万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $126.24万 | 0.84% | 2,113 | 112 | 5.6% | $6.69万 | 加仓 |
| GOOGL | ALPHABET INC | $125.42万 | 0.83% | 4,361 | -85 | -1.9% | -$2.44万 | 减仓 |
| GOOG | ALPHABET INC | $117.02万 | 0.78% | 4,079 | -39 | -0.9% | -$1.12万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $109.80万 | 0.73% | 14,345 | -380 | -2.6% | -$2.91万 | 减仓 |
| CSX | CSX CORP | $105.30万 | 0.70% | 25,653 | -1,376 | -5.1% | -$5.65万 | 减仓 |
| HD | HOME DEPOT INC | $96.96万 | 0.64% | 2,948 | -54 | -1.8% | -$1.78万 | 减仓 |
| LLY | ELI LILLY & CO | $96.38万 | 0.64% | 1,048 | 16 | 1.6% | $1.47万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $95.94万 | 0.64% | 9,799 | -670 | -6.4% | -$6.56万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $86.52万 | 0.57% | 1,981 | 11 | 0.6% | $4,804 | 加仓 |
| ESML | ISHARES TR | $82.93万 | 0.55% | 17,638 | 217 | 1.2% | $1.02万 | 加仓 |
| CAT | CATERPILLAR INC | $81.71万 | 0.54% | 1,153 | -14 | -1.2% | -$9,921 | 减仓 |
| VBK | VANGUARD INDEX FDS | $78.62万 | 0.52% | 2,601 | 85 | 3.4% | $2.57万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $76.86万 | 0.51% | 5,190 | 6 | 0.1% | $889 | 加仓 |
| AMZN | AMAZON COM INC | $76.75万 | 0.51% | 3,685 | -48 | -1.3% | -$9,997 | 减仓 |
| NUMV | NUSHARES ETF TR | $74.18万 | 0.49% | 19,134 | 167 | 0.9% | $6,475 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $73.18万 | 0.49% | 8,250 | -430 | -5.0% | -$3.81万 | 减仓 |
| — | EXXON MOBIL CORP | $69.26万 | 0.46% | 4,083 | -29 | -0.7% | -$4,920 | 减仓 |
| VB | VANGUARD INDEX FDS | $66.10万 | 0.44% | 2,524 | 42 | 1.7% | $1.10万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $64.75万 | 0.43% | 24,063 | 2,578 | 12.0% | $6.94万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $60.90万 | 0.40% | 2,491 | -28 | -1.1% | -$6,846 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $60.71万 | 0.40% | 5,653 | 35 | 0.6% | $3,759 | 加仓 |
| ESGD | ISHARES TR | $57.23万 | 0.38% | 5,985 | 1,350 | 29.1% | $12.91万 | 加仓 |
| MCD | MCDONALDS CORP | $56.14万 | 0.37% | 1,806 | 9 | 0.5% | $2,798 | 加仓 |
| SPSM | SPDR SERIES TRUST | $54.87万 | 0.36% | 11,355 | 4 | 0.0% | $193 | 加仓 |
| MTUM | ISHARES TR | $54.58万 | 0.36% | 2,274 | 240 | 11.8% | $5.76万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $53.20万 | 0.35% | 19,102 | 5,960 | 45.4% | $16.60万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $53.19万 | 0.35% | 2,463 | 4 | 0.2% | $864 | 加仓 |
| IWP | ISHARES TR | $51.76万 | 0.34% | 4,040 | 1 | 0.0% | $128 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $49.34万 | 0.33% | 2,294 | 9 | 0.4% | $1,936 | 加仓 |
| SHE | SPDR SERIES TRUST | $49.12万 | 0.33% | 3,843 | -51 | -1.3% | -$6,518 | 减仓 |
| — | SPDR INDEX SHS FDS | $47.60万 | 0.32% | 11,711 | -289 | -2.4% | -$1.17万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $45.18万 | 0.30% | 6,135 | -23 | -0.4% | -$1,694 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $44.27万 | 0.29% | 732 | -7 | -0.9% | -$4,233 | 减仓 |
| EQIX | EQUINIX INC | $43.37万 | 0.29% | 442 | 2 | 0.5% | $1,962 | 加仓 |
| SLYG | SPDR SERIES TRUST | $42.88万 | 0.28% | 4,438 | -290 | -6.1% | -$2.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $42.23万 | 0.28% | 2,422 | 102 | 4.4% | $1.78万 | 加仓 |
| NUMG | NUSHARES ETF TR | $42.02万 | 0.28% | 10,229 | 1,292 | 14.5% | $5.31万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $41.30万 | 0.27% | 3,562 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $39.03万 | 0.26% | 2,413 | 6 | 0.2% | $970 | 加仓 |
| CSCO | CISCO SYS INC | $38.37万 | 0.25% | 4,946 | 23 | 0.5% | $1,785 | 加仓 |
| NULG | NUSHARES ETF TR | $38.28万 | 0.25% | 4,209 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $37.25万 | 0.25% | 12,032 | 28 | 0.2% | $867 | 加仓 |
| IJH | ISHARES TR | $35.88万 | 0.24% | 5,313 | 8 | 0.2% | $540 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.51万 | 0.24% | 356 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.12万 | 0.22% | 1,366 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $32.80万 | 0.22% | 5,542 | -165 | -2.9% | -$9,766 | 减仓 |
| PL | PLANET LABS PBC | $27.95万 | 0.19% | 10,000 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $27.89万 | 0.18% | 4,770 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $27.50万 | 0.18% | 639 | 74 | 13.1% | $3.18万 | 加仓 |
| — | WISDOMTREE TR | $26.14万 | 0.17% | 2,259 | -248 | -9.9% | -$2.87万 | 减仓 |
| IUSV | ISHARES TR | $25.42万 | 0.17% | 2,486 | 10 | 0.4% | $1,023 | 加仓 |
| IWR | ISHARES TR | $24.52万 | 0.16% | 2,522 | -67 | -2.6% | -$6,514 | 减仓 |
| ORCL | ORACLE CORP | $24.15万 | 0.16% | 1,642 | -64 | -3.8% | -$9,415 | 减仓 |
| VSGX | VANGUARD WORLD FD | $23.84万 | 0.16% | 3,324 | -64 | -1.9% | -$4,591 | 减仓 |
| GLW | CORNING INC | $23.24万 | 0.15% | 1,709 | 1,709 | — | $23.24万 | 新建仓 |
| IUSG | ISHARES TR | $22.92万 | 0.15% | 1,478 | 2 | 0.1% | $310 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $22.76万 | 0.15% | 3,948 | -936 | -19.2% | -$5.39万 | 减仓 |
| PEP | PEPSICO INC | $22.07万 | 0.15% | 1,421 | -97 | -6.4% | -$1.51万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $21.69万 | 0.14% | 4,675 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $20.29万 | 0.13% | 883 | -107 | -10.8% | -$2.46万 | 减仓 |
| T | AT&T INC | $20.07万 | 0.13% | 6,922 | 6,922 | — | $20.07万 | 新建仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $13.77万 | 0.09% | 21,250 | 492 | 2.4% | $3,188 | 加仓 |
| — | INVESCO TR INVT GRADE NEW YO | $11.46万 | 0.08% | 10,471 | 187 | 1.8% | $2,046 | 加仓 |
| — | NEUBERGER R/EST SECS INC FD | $4.09万 | 0.03% | 14,386 | -18 | -0.1% | -$51 | 减仓 |
| IMCB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,441 | -100.0% | -$20.65万 | 清仓 |