FMA Wealth Management, LLC
DUXBURY MA · SEC CIK 0002011155
$1.50亿2026Q1 申报市值
38持仓数
68.8%前十大占比 · 第一大 11.1%
0 / 2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
JCPB 加仓+$13.23万
JPIE 加仓+$12.70万
JPLD 加仓+$8.06万
JEPI 加仓+$3.92万
FENI 加仓+$3.02万
2026Q1 卖出最多 按季末市值估算
IWF 减仓-$107.67万
IWD 减仓-$87.78万
JPST 清仓-$46.96万
OSEA 减仓-$33.61万
USMF 清仓-$21.96万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,666.54万 | 11.10% | 260,071 | -186 | -0.1% | -$1.19万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,467.60万 | 9.77% | 311,725 | 2,810 | 0.9% | $13.23万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,268.49万 | 8.45% | 275,341 | 2,756 | 1.0% | $12.70万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $1,240.56万 | 8.26% | 237,701 | 1,545 | 0.7% | $8.06万 | 加仓 |
| IWD | ISHARES TR | $1,063.07万 | 7.08% | 49,753 | -4,108 | -7.6% | -$87.78万 | 减仓 |
| IWF | ISHARES TR | $1,059.10万 | 7.05% | 24,838 | -2,525 | -9.2% | -$107.67万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $748.10万 | 4.98% | 248,127 | 644 | 0.3% | $1.94万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $688.10万 | 4.58% | 184,973 | 813 | 0.4% | $3.02万 | 加仓 |
| SMLF | ISHARES TR | $573.05万 | 3.82% | 75,911 | 79 | 0.1% | $5,964 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $558.98万 | 3.72% | 83,281 | -226 | -0.3% | -$1.52万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $484.06万 | 3.22% | 89,559 | -63 | -0.1% | -$3,405 | 减仓 |
| OSEA | HARBOR ETF TRUST | $465.27万 | 3.10% | 160,715 | -11,611 | -6.7% | -$33.61万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $461.66万 | 3.07% | 38,456 | 203 | 0.5% | $2.44万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $376.02万 | 2.50% | 17,485 | 68 | 0.4% | $1.46万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $358.69万 | 2.39% | 71,753 | -1,074 | -1.5% | -$5.37万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $334.34万 | 2.23% | 87,984 | 54 | 0.1% | $2,052 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $318.43万 | 2.12% | 88,552 | 112 | 0.1% | $4,028 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $287.21万 | 1.91% | 50,672 | 692 | 1.4% | $3.92万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $279.65万 | 1.86% | 91,152 | -3,459 | -3.7% | -$10.61万 | 减仓 |
| AAPL | APPLE INC | $200.14万 | 1.33% | 7,886 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $173.03万 | 1.15% | 57,256 | 622 | 1.1% | $1.88万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $160.06万 | 1.07% | 20,245 | 44 | 0.2% | $3,479 | 加仓 |
| TACK | CAPITOL SER TR | $157.56万 | 1.05% | 51,832 | 100 | 0.2% | $3,040 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $108.57万 | 0.72% | 30,505 | -33 | -0.1% | -$1,174 | 减仓 |
| NEE | NEXTERA ENERGY INC | $69.14万 | 0.46% | 7,444 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $64.73万 | 0.43% | 22,954 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $57.82万 | 0.39% | 3,408 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $45.59万 | 0.30% | 3,099 | -230 | -6.9% | -$3.38万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $43.47万 | 0.29% | 11,595 | -545 | -4.5% | -$2.04万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $39.79万 | 0.27% | 2,755 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $38.57万 | 0.26% | 1,042 | -10 | -1.0% | -$3,702 | 减仓 |
| EMR | EMERSON ELEC CO | $34.21万 | 0.23% | 2,611 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $28.00万 | 0.19% | 1,960 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $24.62万 | 0.16% | 7,052 | 32 | 0.5% | $1,117 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.75万 | 0.16% | 1,108 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $23.65万 | 0.16% | 6,867 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $21.20万 | 0.14% | 2,200 | 0 | 0.0% | — | 不变 |
| LOVE | LOVESAC COMPANY | $1.48万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -9,282 | -100.0% | -$46.96万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USMF | WISDOMTREE TR | $0 | 0.00% | 0 | -4,284 | -100.0% | -$21.96万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |