FPC INVESTMENT ADVISORY, INC.
PETALUMA CA · SEC CIK 0002021217
$2.12亿2026Q2 申报市值
36持仓数
85.6%前十大占比 · 第一大 17.2%
4 / 2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
IAGG 新建仓+$296.05万
BND 加仓+$197.13万
ISTB 加仓+$168.52万
VGK 加仓+$136.32万
SCHX 加仓+$88.55万
2026Q2 卖出最多 按季末市值估算
VGT 减仓-$7,284.41万
BNDX 减仓-$178.79万
AAXJ 减仓-$63.72万
VWO 清仓-$25.12万
AAPL 减仓-$23.46万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $3,645.43万 | 17.20% | 1,243,751 | 30,211 | 2.5% | $88.55万 | 加仓 |
| ISTB | ISHARES TR | $3,312.43万 | 15.63% | 688,511 | 35,028 | 5.4% | $168.52万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $3,008.77万 | 14.20% | 395,163 | 6,757 | 1.7% | $51.45万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2,612.63万 | 12.33% | 294,912 | 15,388 | 5.5% | $136.32万 | 加仓 |
| AAPL | APPLE INC | $1,093.40万 | 5.16% | 32,762 | -703 | -2.1% | -$23.46万 | 减仓 |
| TLT | ISHARES TR | $1,073.84万 | 5.07% | 127,051 | 3,813 | 3.1% | $32.23万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $955.67万 | 4.51% | 131,165 | 27,056 | 26.0% | $197.13万 | 加仓 |
| VGT | VANGUARD WORLD FD | $934.79万 | 4.41% | 82,652 | -644,068 | -88.6% | -$7,284.41万 | 减仓 |
| EWJ | ISHARES INC | $867.54万 | 4.09% | 95,871 | 1,301 | 1.4% | $11.77万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $648.65万 | 3.06% | 135,332 | -37,303 | -21.6% | -$178.79万 | 减仓 |
| IEV | ISHARES TR | $601.13万 | 2.84% | 82,675 | -310 | -0.4% | -$2.25万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $419.00万 | 1.98% | 26,010 | 2,049 | 8.6% | $33.01万 | 加仓 |
| GOOG | ALPHABET INC | $301.44万 | 1.42% | 8,709 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $296.05万 | 1.40% | 59,388 | 59,388 | — | $296.05万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $281.82万 | 1.33% | 13,896 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $187.20万 | 0.88% | 17,048 | -5,803 | -25.4% | -$63.72万 | 减仓 |
| AVGO | BROADCOM INC | $172.84万 | 0.82% | 4,661 | -231 | -4.7% | -$8.57万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $164.32万 | 0.78% | 24,333 | 6,422 | 35.9% | $43.37万 | 加仓 |
| IEFA | ISHARES TR | $67.60万 | 0.32% | 7,023 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $56.58万 | 0.27% | 7,283 | 7,283 | — | $56.58万 | 新建仓 |
| MSFT | MICROSOFT CORP | $52.69万 | 0.25% | 1,338 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $48.64万 | 0.23% | 753 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $48.61万 | 0.23% | 1,910 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $47.92万 | 0.23% | 2,003 | -750 | -27.2% | -$17.94万 | 减仓 |
| AMZN | AMAZON COM INC | $40.72万 | 0.19% | 1,647 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $32.34万 | 0.15% | 2,500 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $28.38万 | 0.13% | 9,870 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $26.97万 | 0.13% | 544 | 544 | — | $26.97万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $26.43万 | 0.12% | 7,761 | -1,992 | -20.4% | -$6.78万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $23.97万 | 0.11% | 1,182 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $23.79万 | 0.11% | 686 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $23.39万 | 0.11% | 15,700 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $21.37万 | 0.10% | 5,100 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $20.94万 | 0.10% | 1,642 | 1,642 | — | $20.94万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $20.14万 | 0.10% | 20,100 | 0 | 0.0% | — | 不变 |
| FATE | FATE THERAPEUTICS INC | $7.35万 | 0.03% | 26,456 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,256 | -100.0% | -$25.12万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -2,210 | -100.0% | -$21.64万 | 清仓 |