FMA Wealth Management, LLC
DUXBURY MA · SEC CIK 0002011155
$1.56亿2026Q2 申报市值
42持仓数
69.1%前十大占比 · 第一大 11.6%
0 / 1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
FELV 加仓+$1,002
FELG 加仓+$525
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$108.63万
IWF 减仓-$64.77万
IWD 减仓-$58.30万
VEA 减仓-$47.24万
ORCL 清仓-$45.59万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,805.77万 | 11.58% | 253,441 | -6,630 | -2.5% | -$47.24万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,448.93万 | 9.29% | 308,677 | -3,048 | -1.0% | -$14.31万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,254.16万 | 8.04% | 272,348 | -2,993 | -1.1% | -$13.78万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $1,218.84万 | 7.82% | 233,539 | -4,162 | -1.8% | -$21.72万 | 减仓 |
| IWF | ISHARES TR | $1,168.88万 | 7.50% | 94,136 | -5,216 | -5.3% | -$64.77万 | 减仓 |
| IWD | ISHARES TR | $1,147.87万 | 7.36% | 47,348 | -2,405 | -4.8% | -$58.30万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $736.24万 | 4.72% | 240,522 | -7,605 | -3.1% | -$23.28万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $723.54万 | 4.64% | 180,299 | -4,674 | -2.5% | -$18.76万 | 减仓 |
| SMLF | ISHARES TR | $660.75万 | 4.24% | 74,125 | -1,786 | -2.4% | -$15.92万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $610.25万 | 3.91% | 81,410 | -1,871 | -2.2% | -$14.03万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $516.64万 | 3.31% | 86,554 | -3,005 | -3.4% | -$17.94万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $485.70万 | 3.11% | 37,915 | -541 | -1.4% | -$6.93万 | 减仓 |
| OSEA | HARBOR ETF TRUST | $447.00万 | 2.87% | 146,365 | -14,350 | -8.9% | -$43.83万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $419.13万 | 2.69% | 86,794 | -1,190 | -1.4% | -$5.75万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $406.09万 | 2.60% | 17,162 | -323 | -1.8% | -$7.64万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $354.92万 | 2.28% | 87,461 | -1,091 | -1.2% | -$4.43万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $344.05万 | 2.21% | 67,919 | -3,834 | -5.3% | -$19.42万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $276.07万 | 1.77% | 48,880 | -1,792 | -3.5% | -$10.12万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $263.70万 | 1.69% | 83,160 | -7,992 | -8.8% | -$25.34万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $172.41万 | 1.11% | 18,990 | -1,255 | -6.2% | -$11.39万 | 减仓 |
| TACK | CAPITOL SER TR | $161.93万 | 1.04% | 51,196 | -636 | -1.2% | -$2.01万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $146.48万 | 0.94% | 56,469 | -787 | -1.4% | -$2.04万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $123.29万 | 0.79% | 29,997 | -508 | -1.7% | -$2.09万 | 减仓 |
| AAPL | APPLE INC | $119.56万 | 0.77% | 4,132 | -3,754 | -47.6% | -$108.63万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $65.34万 | 0.42% | 7,444 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $62.65万 | 0.40% | 22,765 | -189 | -0.8% | -$5,201 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $50.78万 | 0.33% | 11,607 | 12 | 0.1% | $525 | 加仓 |
| — | EXXON MOBIL CORP | $45.91万 | 0.29% | 3,358 | -50 | -1.5% | -$6,836 | 减仓 |
| MSFT | MICROSOFT CORP | $38.87万 | 0.25% | 1,042 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $37.47万 | 0.24% | 2,555 | -200 | -7.3% | -$2.93万 | 减仓 |
| EMR | EMERSON ELEC CO | $37.38万 | 0.24% | 2,611 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $28.37万 | 0.18% | 7,077 | 25 | 0.4% | $1,002 | 加仓 |
| MFC | MANULIFE FINL CORP | $27.82万 | 0.18% | 6,867 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $26.81万 | 0.17% | 1,108 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $25.76万 | 0.17% | 1,960 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $23.99万 | 0.15% | 200 | 0 | 0.0% | — | 重新持有 |
| BAC | BANK OF AMER CORP | $22.40万 | 0.14% | 3,932 | 0 | 0.0% | — | 重新持有 |
| ABBV | ABBVIE INC | $22.22万 | 0.14% | 883 | -50 | -5.4% | -$1.26万 | 重新持有 |
| GOOG | ALPHABET INC | $22.08万 | 0.14% | 625 | -75 | -10.7% | -$2.65万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.43万 | 0.14% | 762 | -18 | -2.3% | -$5,062 | 重新持有 |
| DIS | DISNEY WALT CO | $21.18万 | 0.14% | 2,200 | 0 | 0.0% | — | 不变 |
| LOVE | LOVESAC CO | $1.67万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -3,099 | -100.0% | -$45.59万 | 清仓 |