FSC Wealth Advisors, LLC
WAPPINGERS FALLS NY · SEC CIK 0001925685
$523.78万2026Q1 申报市值
13持仓数
88.2%前十大占比 · 第一大 12.6%
0 / 16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
PDBC 加仓+$44.98万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$662.20万
FTSM 减仓-$542.56万
CWB 减仓-$511.49万
BIL 减仓-$507.15万
SCHD 清仓-$318.27万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -116,031 | -100.0% | -$318.27万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -43,173 | -100.0% | -$299.71万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -6,202 | -100.0% | -$298.05万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -32,929 | -100.0% | -$255.79万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -49,736 | -100.0% | -$162.24万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,567 | -100.0% | -$149.85万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -2,397 | -100.0% | -$147.26万 | 清仓 |
| GBIL | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -7,060 | -100.0% | -$70.56万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -2,431 | -100.0% | -$55.54万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -7,687 | -100.0% | -$46.07万 | 清仓 |
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,395 | -100.0% | -$45.51万 | 清仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -9,151 | -100.0% | -$42.17万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -819 | -100.0% | -$39.61万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -4,259 | -100.0% | -$37.69万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,692 | -100.0% | -$32.32万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,969 | -100.0% | -$24.86万 | 清仓 |
| IVV | ISHARES TR | $20.04万 | 3.83% | 307 | -790 | -72.0% | -$51.56万 | 减仓 |
| IVW | ISHARES TR | $20.70万 | 3.95% | 1,830 | -11,616 | -86.4% | -$131.39万 | 减仓 |
| ARKK | ARK ETF TR | $21.30万 | 4.07% | 3,151 | -17,914 | -85.0% | -$121.08万 | 减仓 |
| IWM | ISHARES TR | $22.44万 | 4.29% | 905 | -5,857 | -86.6% | -$145.25万 | 减仓 |
| BIL | SPDR SERIES TRUST | $39.06万 | 7.46% | 4,263 | -55,346 | -92.8% | -$507.15万 | 减仓 |
| MGK | VANGUARD WORLD FD | $39.38万 | 7.52% | 1,072 | -5,942 | -84.7% | -$218.28万 | 减仓 |
| MGV | VANGUARD WORLD FD | $41.48万 | 7.92% | 2,861 | -15,647 | -84.5% | -$226.83万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $42.67万 | 8.15% | 5,177 | -28,317 | -84.5% | -$233.41万 | 减仓 |
| CWB | SPDR SERIES TRUST | $43.27万 | 8.26% | 4,728 | -55,887 | -92.2% | -$511.49万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $50.05万 | 9.55% | 6,842 | -31,887 | -82.3% | -$233.23万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $54.49万 | 10.40% | 9,116 | -90,763 | -90.9% | -$542.56万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $62.76万 | 11.98% | 36,233 | 25,968 | 253.0% | $44.98万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $66.14万 | 12.63% | 1,017 | -10,182 | -90.9% | -$662.20万 | 减仓 |