Treasure Coast Financial Planning
VERO BEACH FL · SEC CIK 0001911307
$2.05亿2026Q2 申报市值
48持仓数
72.0%前十大占比 · 第一大 18.4%
4 / 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
FEMB 新建仓+$84.66万
LDUR 加仓+$49.74万
BIL 加仓+$41.63万
FIRST TR EXCHANG 加仓+$24.86万
MFC 新建仓+$23.68万
2026Q2 卖出最多 按季末市值估算
SSGA ACTIVE TR 减仓-$65.41万
WMT 减仓-$33.98万
EXXON MOBIL CORP 减仓-$25.58万
GLD 清仓-$21.73万
BAC 清仓-$20.88万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -505 | -100.0% | -$21.73万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -4,284 | -100.0% | -$20.88万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,200 | -100.0% | -$20.43万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -2,500 | -100.0% | -$20.24万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,200 | -100.0% | -$20.19万 | 清仓 |
| WMT | WALMART INC | $20.39万 | 0.10% | 1,800 | -3,000 | -62.5% | -$33.98万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $20.46万 | 0.10% | 625 | -48 | -7.1% | -$1.57万 | 重新持有 |
| FEZ | SPDR INDEX SHS FDS | $20.65万 | 0.10% | 3,007 | 3,007 | — | $20.65万 | 新建仓 |
| META | META PLATFORMS INC | $20.84万 | 0.10% | 370 | -19 | -4.9% | -$1.07万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $22.27万 | 0.11% | 7,576 | 7,576 | — | $22.27万 | 新建仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $22.35万 | 0.11% | 12,047 | 63 | 0.5% | $1,169 | 加仓 |
| MFC | MANULIFE FINL CORP | $23.68万 | 0.12% | 5,844 | 5,844 | — | $23.68万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.79万 | 0.12% | 265 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $25.97万 | 0.13% | 3,037 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $28.58万 | 0.14% | 1,644 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $34.19万 | 0.17% | 813 | -21 | -2.5% | -$8,833 | 减仓 |
| MSFT | MICROSOFT CORP | $34.21万 | 0.17% | 917 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $34.22万 | 0.17% | 1,347 | -153 | -10.2% | -$3.89万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $34.73万 | 0.17% | 2,744 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $38.67万 | 0.19% | 13,473 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $39.96万 | 0.19% | 16,754 | -1,293 | -7.2% | -$3.08万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $40.08万 | 0.20% | 25,256 | -2,173 | -7.9% | -$3.45万 | 减仓 |
| SGOV | ISHARES TR | $41.38万 | 0.20% | 4,110 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $42.40万 | 0.21% | 9,225 | 3,358 | 57.2% | $15.43万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $71.43万 | 0.35% | 27,817 | -5,299 | -16.0% | -$13.61万 | 减仓 |
| — | ISHARES TR | $80.92万 | 0.39% | 31,640 | -5,487 | -14.8% | -$14.03万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $84.66万 | 0.41% | 28,972 | 28,972 | — | $84.66万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $90.48万 | 0.44% | 20,942 | -530 | -2.5% | -$2.29万 | 减仓 |
| — | EXXON MOBIL CORP | $102.92万 | 0.50% | 7,528 | -1,871 | -19.9% | -$25.58万 | 减仓 |
| EBND | SPDR SERIES TRUST | $112.07万 | 0.55% | 53,569 | 1,892 | 3.7% | $3.96万 | 加仓 |
| AAPL | APPLE INC | $128.27万 | 0.63% | 4,433 | -23 | -0.5% | -$6,655 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $139.73万 | 0.68% | 29,813 | -2,381 | -7.4% | -$11.16万 | 减仓 |
| — | ISHARES TR | $172.95万 | 0.84% | 68,889 | -3,142 | -4.4% | -$7.89万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $208.21万 | 1.02% | 23,693 | -718 | -2.9% | -$6.31万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $267.21万 | 1.30% | 41,755 | 2,012 | 5.1% | $12.88万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $269.23万 | 1.31% | 26,762 | -932 | -3.4% | -$9.38万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $344.42万 | 1.68% | 69,187 | 4,994 | 7.8% | $24.86万 | 加仓 |
| SDY | SPDR SERIES TRUST | $368.81万 | 1.80% | 24,235 | 131 | 0.5% | $1.99万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $384.49万 | 1.88% | 79,802 | -67 | -0.1% | -$3,228 | 减仓 |
| VTI | VANGUARD INDEX FDS | $437.16万 | 2.13% | 11,814 | 0 | 0.0% | — | 不变 |
| — | SSGA ACTIVE TR | $546.99万 | 2.67% | 128,089 | -15,316 | -10.7% | -$65.41万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $647.29万 | 3.16% | 133,875 | -527 | -0.4% | -$2.55万 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $710.68万 | 3.47% | 129,497 | 630 | 0.5% | $3.46万 | 加仓 |
| BOND | PIMCO ETF TR | $722.11万 | 3.52% | 78,311 | 1,184 | 1.5% | $10.92万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $761.95万 | 3.72% | 113,200 | 873 | 0.8% | $5.88万 | 加仓 |
| LDUR | PIMCO ETF TR | $821.72万 | 4.01% | 85,945 | 5,202 | 6.4% | $49.74万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $1,012.34万 | 4.94% | 260,576 | -902 | -0.3% | -$3.50万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $1,019.15万 | 4.97% | 538,380 | 6,613 | 1.2% | $12.52万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,047.05万 | 5.11% | 360,928 | -2,989 | -0.8% | -$8.67万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,371.37万 | 6.69% | 149,647 | 4,543 | 3.1% | $41.63万 | 加仓 |
| BILS | SPDR SERIES TRUST | $1,423.21万 | 6.94% | 143,209 | 1,912 | 1.4% | $19.00万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,807.13万 | 13.69% | 557,080 | 3,999 | 0.7% | $20.15万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $3,776.48万 | 18.42% | 415,958 | -731 | -0.2% | -$6.64万 | 减仓 |