Flywheel Private Wealth LLC
Los Altos CA · SEC CIK 0002029680
$1.76亿2026Q1 申报市值
104持仓数
61.1%前十大占比 · 第一大 12.3%
24 / 3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
C 新建仓+$182.59万
ZION 新建仓+$129.65万
HTB 新建仓+$93.83万
AFFINITY BANCSHA 新建仓+$91.27万
VEA 加仓+$74.25万
2026Q1 卖出最多 按季末市值估算
PWR 减仓-$329.41万
ITOT 减仓-$62.74万
HONEYWELL INTL I 清仓-$33.44万
IBM 清仓-$22.36万
ABT 清仓-$20.17万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,714 | -100.0% | -$33.44万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -755 | -100.0% | -$22.36万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,610 | -100.0% | -$20.17万 | 清仓 |
| — | DEFINITIVE HEALTHCARE CORP | $8.33万 | 0.05% | 67,743 | 67,743 | — | $8.33万 | 新建仓 |
| ADBE | ADOBE INC | $20.78万 | 0.12% | 855 | 855 | — | $20.78万 | 新建仓 |
| PFS | PROVIDENT FINL SVCS INC | $21.16万 | 0.12% | 10,000 | 10,000 | — | $21.16万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $21.35万 | 0.12% | 200 | 200 | — | $21.35万 | 新建仓 |
| MRK | MERCK & CO INC | $21.45万 | 0.12% | 1,784 | 1,784 | — | $21.45万 | 新建仓 |
| MCO | MOODYS CORP | $21.81万 | 0.12% | 500 | 500 | — | $21.81万 | 新建仓 |
| KO | COCA COLA CO | $22.19万 | 0.13% | 2,917 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $22.37万 | 0.13% | 703 | 703 | — | $22.37万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $22.55万 | 0.13% | 2,618 | 2,618 | — | $22.55万 | 新建仓 |
| V | VISA INC | $23.76万 | 0.14% | 786 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $24.00万 | 0.14% | 57 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $24.06万 | 0.14% | 12,000 | 12,000 | — | $24.06万 | 新建仓 |
| LIN | LINDE PLC | $24.24万 | 0.14% | 489 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $25.11万 | 0.14% | 7,488 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $25.13万 | 0.14% | 1,013 | -38 | -3.6% | -$9,427 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $25.16万 | 0.14% | 1,600 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $25.21万 | 0.14% | 253 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $25.27万 | 0.14% | 813 | 0 | 0.0% | — | 不变 |
| BUSE | FIRST BUSEY CORP | $25.27万 | 0.14% | 10,000 | 10,000 | — | $25.27万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $26.18万 | 0.15% | 524 | 524 | — | $26.18万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $26.47万 | 0.15% | 2,984 | -300 | -9.1% | -$2.66万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.97万 | 0.15% | 1,036 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $27.19万 | 0.15% | 2,478 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $27.46万 | 0.16% | 10,000 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $27.60万 | 0.16% | 1,980 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $28.40万 | 0.16% | 5,825 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $28.43万 | 0.16% | 3,025 | 3,025 | — | $28.43万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $28.87万 | 0.16% | 5,462 | 1,500 | 37.9% | $7.93万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $29.03万 | 0.17% | 13,891 | -21 | -0.2% | -$439 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.72万 | 0.17% | 457 | 40 | 9.6% | $2.60万 | 加仓 |
| — | PEOPLES BANCORP N C INC | $30.51万 | 0.17% | 7,790 | 7,790 | — | $30.51万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $31.20万 | 0.18% | 1,607 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $31.23万 | 0.18% | 994 | 0 | 0.0% | — | 不变 |
| NBBK | NB BANCORP INC | $31.61万 | 0.18% | 15,000 | 15,000 | — | $31.61万 | 新建仓 |
| FISV | FISERV INC | $32.36万 | 0.18% | 5,800 | 5,800 | — | $32.36万 | 新建仓 |
| ASML | ASML HLDG NV | $33.02万 | 0.19% | 250 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $33.32万 | 0.19% | 3,601 | 3,601 | — | $33.32万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $33.80万 | 0.19% | 7,200 | 800 | 12.5% | $3.76万 | 加仓 |
| UMBF | UMB FINL CORP | $33.84万 | 0.19% | 3,000 | 3,000 | — | $33.84万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $34.55万 | 0.20% | 572 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $34.56万 | 0.20% | 1,007 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $36.68万 | 0.21% | 7,344 | -181 | -2.4% | -$9,041 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.77万 | 0.22% | 7,523 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $37.95万 | 0.22% | 13,515 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $38.21万 | 0.22% | 3,506 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $38.23万 | 0.22% | 2,647 | -177 | -6.3% | -$2.56万 | 减仓 |
| CVX | CHEVRON CORPORATION | $41.07万 | 0.23% | 1,985 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $41.14万 | 0.23% | 942 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $41.41万 | 0.24% | 2,273 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $42.57万 | 0.24% | 2,632 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $42.71万 | 0.24% | 2,796 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $43.60万 | 0.25% | 2,570 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $44.24万 | 0.25% | 1,040 | 600 | 136.4% | $25.52万 | 加仓 |
| VGT | VANGUARD WORLD FD | $44.37万 | 0.25% | 636 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $45.00万 | 0.26% | 2,818 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $45.92万 | 0.26% | 1,305 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $50.70万 | 0.29% | 3,870 | 0 | 0.0% | — | 不变 |
| — | PIONEER BANCORP INC MD | $55.68万 | 0.32% | 40,000 | 40,000 | — | $55.68万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $56.94万 | 0.32% | 3,265 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $60.86万 | 0.35% | 4,896 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.30万 | 0.35% | 1,300 | 500 | 62.5% | $23.96万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $62.72万 | 0.36% | 2,132 | 0 | 0.0% | — | 不变 |
| — | FIRST SEACOAST BANCORP INC | $62.91万 | 0.36% | 50,088 | 50,088 | — | $62.91万 | 新建仓 |
| WMT | WALMART INC | $63.34万 | 0.36% | 5,097 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $63.47万 | 0.36% | 660 | 200 | 43.5% | $19.23万 | 加仓 |
| RTX | RTX CORPORATION | $64.78万 | 0.37% | 3,358 | 0 | 0.0% | — | 不变 |
| BBT | BEACON FINANCIAL CORP. | $66.30万 | 0.38% | 22,100 | 22,100 | — | $66.30万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $66.67万 | 0.38% | 2,295 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $67.36万 | 0.38% | 2,572 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $68.15万 | 0.39% | 2,370 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $69.36万 | 0.40% | 11,322 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $77.89万 | 0.44% | 5,144 | -150 | -2.8% | -$2.27万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $84.28万 | 0.48% | 3,448 | 0 | 0.0% | — | 不变 |
| — | AFFINITY BANCSHARES INC | $91.27万 | 0.52% | 41,000 | 41,000 | — | $91.27万 | 新建仓 |
| HTB | HOMETRUST BANCSHARES INC | $93.83万 | 0.53% | 22,000 | 22,000 | — | $93.83万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $93.91万 | 0.53% | 1,572 | 2 | 0.1% | $1,195 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $97.91万 | 0.56% | 19,832 | -100 | -0.5% | -$4,937 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $109.40万 | 0.62% | 7,462 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $115.46万 | 0.66% | 8,688 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $122.53万 | 0.70% | 3,310 | 445 | 15.5% | $16.47万 | 加仓 |
| CSCO | CISCO SYS INC | $125.24万 | 0.71% | 16,141 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $129.65万 | 0.74% | 22,500 | 22,500 | — | $129.65万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $163.00万 | 0.93% | 21,139 | 980 | 4.9% | $7.56万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $164.81万 | 0.94% | 8,400 | 6 | 0.1% | $1,177 | 加仓 |
| C | CITIGROUP INC | $182.59万 | 1.04% | 16,100 | 16,100 | — | $182.59万 | 新建仓 |
| ITOT | ISHARES TR | $183.99万 | 1.05% | 12,918 | -4,405 | -25.4% | -$62.74万 | 减仓 |
| AAPL | APPLE INC | $205.60万 | 1.17% | 8,101 | 350 | 4.5% | $8.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $206.00万 | 1.17% | 6,421 | -9 | -0.1% | -$2,887 | 减仓 |
| IWF | ISHARES TR | $251.94万 | 1.44% | 5,909 | -48 | -0.8% | -$2.05万 | 减仓 |
| IAU | ISHARES GOLD TR | $283.00万 | 1.61% | 32,100 | -169 | -0.5% | -$1.49万 | 减仓 |
| IWD | ISHARES TR | $284.46万 | 1.62% | 13,313 | -62 | -0.5% | -$1.32万 | 减仓 |
| VO | VANGUARD INDEX FDS | $315.14万 | 1.80% | 10,974 | -26 | -0.2% | -$7,466 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $382.50万 | 2.18% | 70,767 | 9,404 | 15.3% | $50.83万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $412.67万 | 2.35% | 37,355 | 61 | 0.2% | $6,739 | 加仓 |
| IVV | ISHARES TR | $414.52万 | 2.36% | 6,346 | -81 | -1.3% | -$5.29万 | 减仓 |
| IJH | ISHARES TR | $509.18万 | 2.90% | 75,400 | -476 | -0.6% | -$3.21万 | 减仓 |