FPC INVESTMENT ADVISORY, INC.
PETALUMA CA · SEC CIK 0002021217
$2.54亿2026Q1 申报市值
34持仓数
89.5%前十大占比 · 第一大 24.9%
1 / 1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
VGT 加仓+$5,551.76万
SCHX 加仓+$405.82万
BIV 加仓+$282.40万
EWJ 加仓+$235.57万
ISTB 加仓+$234.09万
2026Q1 卖出最多 按季末市值估算
XLV 减仓-$108.08万
AAXJ 减仓-$52.76万
BND 减仓-$50.96万
AAPL 减仓-$47.65万
XLU 清仓-$32.98万
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 |
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,726 | -100.0% | -$32.98万 | 清仓 |
| FATE | FATE THERAPEUTICS INC | $3.52万 | 0.01% | 26,456 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $21.64万 | 0.09% | 2,210 | -540 | -19.6% | -$5.29万 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $22.03万 | 0.09% | 15,700 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $22.77万 | 0.09% | 1,182 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $22.77万 | 0.09% | 20,100 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $23.59万 | 0.09% | 5,100 | 5,100 | — | $23.59万 | 新建仓 |
| GOOGL | ALPHABET INC | $23.63万 | 0.09% | 686 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.12万 | 0.10% | 4,256 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $27.20万 | 0.11% | 9,870 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $31.43万 | 0.12% | 9,753 | -108 | -1.1% | -$3,481 | 减仓 |
| C | CITIGROUP INC | $32.00万 | 0.13% | 2,500 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $37.95万 | 0.15% | 1,910 | 2 | 0.1% | $397 | 加仓 |
| AMZN | AMAZON COM INC | $43.48万 | 0.17% | 1,647 | -71 | -4.1% | -$1.87万 | 减仓 |
| META | META PLATFORMS INC | $50.83万 | 0.20% | 753 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $56.81万 | 0.22% | 1,338 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $59.79万 | 0.23% | 2,753 | -730 | -21.0% | -$15.85万 | 减仓 |
| IEFA | ISHARES TR | $66.66万 | 0.26% | 7,023 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $123.84万 | 0.49% | 17,911 | -2,375 | -11.7% | -$16.42万 | 减仓 |
| AVGO | BROADCOM INC | $206.81万 | 0.81% | 4,892 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $249.24万 | 0.98% | 22,851 | -4,837 | -17.5% | -$52.76万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $289.41万 | 1.14% | 13,896 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $298.13万 | 1.17% | 8,709 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $345.47万 | 1.36% | 23,961 | -7,496 | -23.8% | -$108.08万 | 减仓 |
| IEV | ISHARES TR | $594.01万 | 2.33% | 82,985 | -3,964 | -4.6% | -$28.37万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $768.95万 | 3.02% | 104,109 | -6,900 | -6.2% | -$50.96万 | 减仓 |
| EWJ | ISHARES INC | $825.79万 | 3.25% | 94,570 | 26,978 | 39.9% | $235.57万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $831.58万 | 3.27% | 172,635 | 46,261 | 36.6% | $222.84万 | 加仓 |
| AAPL | APPLE INC | $907.10万 | 3.56% | 33,465 | -1,758 | -5.0% | -$47.65万 | 减仓 |
| TLT | ISHARES TR | $1,068.60万 | 4.20% | 123,238 | 5,372 | 4.6% | $46.58万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2,433.26万 | 9.56% | 279,524 | 26,309 | 10.4% | $229.02万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $3,007.04万 | 11.82% | 388,406 | 36,477 | 10.4% | $282.40万 | 加仓 |
| ISTB | ISHARES TR | $3,173.31万 | 12.47% | 653,483 | 48,206 | 8.0% | $234.09万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,414.90万 | 13.42% | 1,213,540 | 144,215 | 13.5% | $405.82万 | 加仓 |
| VGT | VANGUARD WORLD FD | $6,338.09万 | 24.91% | 90,840 | 79,570 | 706.0% | $5,551.76万 | 加仓 |