Flywheel Private Wealth LLC
Los Altos CA · SEC CIK 0002029680
$2.03亿2026Q2 申报市值
109持仓数
61.5%前十大占比 · 第一大 12.0%
5 / 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
IEFA 加仓+$119.04万
VBR 加仓+$103.10万
VWO 加仓+$96.61万
VTI 加仓+$86.96万
VEA 加仓+$52.38万
2026Q2 卖出最多 按季末市值估算
PWR 减仓-$281.82万
ITW 清仓-$26.97万
EMR 减仓-$14.32万
IJH 减仓-$12.73万
IWF 减仓-$10.43万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -1,036 | -100.0% | -$26.97万 | 清仓 |
| — | DEFINITIVE HEALTHCARE CORP | $5.63万 | 0.03% | 67,743 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $20.24万 | 0.10% | 474 | 474 | — | $20.24万 | 新建仓 |
| ADBE | ADOBE INC | $21.63万 | 0.11% | 1,055 | 200 | 23.4% | $4.10万 | 加仓 |
| MCD | MCDONALDS CORP | $21.98万 | 0.11% | 813 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $22.09万 | 0.11% | 300 | 300 | — | $22.09万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $22.16万 | 0.11% | 1,800 | 200 | 12.5% | $2.46万 | 加仓 |
| KO | COCA COLA CO | $22.61万 | 0.11% | 2,782 | -135 | -4.6% | -$1.10万 | 减仓 |
| MCO | MOODYS CORP | $22.65万 | 0.11% | 500 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $22.80万 | 0.11% | 190 | 0 | 0.0% | — | 重新持有 |
| MRK | MERCK & CO INC | $22.92万 | 0.11% | 1,783 | -1 | -0.1% | -$129 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.97万 | 0.11% | 481 | 481 | — | $22.97万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.57万 | 0.12% | 567 | 567 | — | $23.57万 | 新建仓 |
| PFS | PROVIDENT FINL SVCS INC | $23.64万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $23.67万 | 0.12% | 253 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $23.94万 | 0.12% | 7,488 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $25.02万 | 0.12% | 1,980 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $25.38万 | 0.13% | 489 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $26.13万 | 0.13% | 2,590 | -28 | -1.1% | -$2,825 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $26.66万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $26.91万 | 0.13% | 524 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $26.97万 | 0.13% | 786 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $27.66万 | 0.14% | 12,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $27.92万 | 0.14% | 703 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $28.08万 | 0.14% | 235 | 35 | 17.5% | $4.18万 | 加仓 |
| COR | CENCORA INC | $28.13万 | 0.14% | 994 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $28.45万 | 0.14% | 5,800 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $28.77万 | 0.14% | 2,984 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $28.85万 | 0.14% | 960 | -53 | -5.2% | -$1.59万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $28.96万 | 0.14% | 1,625 | 200 | 14.0% | $3.56万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $29.05万 | 0.14% | 5,462 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $29.05万 | 0.14% | 2,478 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $29.12万 | 0.14% | 571 | -1 | -0.2% | -$510 | 减仓 |
| BUSE | FIRST BUSEY CORP | $29.50万 | 0.15% | 10,000 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EXCH TRADED FD TR II | $29.71万 | 0.15% | 13,722 | -169 | -1.2% | -$3,659 | 减仓 |
| PFE | PFIZER INC | $31.34万 | 0.15% | 13,015 | -500 | -3.7% | -$1.20万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $31.48万 | 0.16% | 2,146 | -501 | -18.9% | -$7.35万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $31.60万 | 0.16% | 3,425 | 400 | 13.2% | $3.69万 | 加仓 |
| NBBK | NB BANCORP INC | $31.70万 | 0.16% | 15,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $31.85万 | 0.16% | 7,523 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $32.24万 | 0.16% | 1,945 | -40 | -2.0% | -$6,630 | 减仓 |
| NOW | SERVICENOW INC | $33.16万 | 0.16% | 3,340 | 3,340 | — | $33.16万 | 新建仓 |
| BAC | BANK OF AMER CORP | $33.19万 | 0.16% | 5,825 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $33.43万 | 0.16% | 2,445 | -125 | -4.9% | -$1.71万 | 减仓 |
| — | PEOPLES BANCORP N C INC | $33.57万 | 0.17% | 7,790 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $33.70万 | 0.17% | 7,200 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $34.13万 | 0.17% | 457 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $34.43万 | 0.17% | 972 | -35 | -3.5% | -$1.24万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $35.97万 | 0.18% | 3,601 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $36.65万 | 0.18% | 2,168 | -105 | -4.6% | -$1.78万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $36.89万 | 0.18% | 7,343 | -1 | -0.0% | -$50 | 减仓 |
| EMR | EMERSON ELEC CO | $41.08万 | 0.20% | 2,870 | -1,000 | -25.8% | -$14.32万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $41.12万 | 0.20% | 3,506 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $42.69万 | 0.21% | 2,818 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $42.83万 | 0.21% | 3,000 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $43.82万 | 0.22% | 2,796 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $45.08万 | 0.22% | 1,245 | -60 | -4.6% | -$2.17万 | 减仓 |
| TXN | TEXAS INSTRS INC | $45.37万 | 0.22% | 1,522 | -85 | -5.3% | -$2.53万 | 减仓 |
| SPGI | S&P GLOBAL INC | $45.41万 | 0.22% | 1,115 | 75 | 7.2% | $3.05万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $48.76万 | 0.24% | 2,632 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $49.74万 | 0.25% | 250 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $57.29万 | 0.28% | 6,650 | 998 | 17.7% | $8.60万 | 加仓 |
| WMT | WALMART INC | $57.72万 | 0.28% | 5,096 | -1 | -0.0% | -$113 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $60.13万 | 0.30% | 11,322 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $60.68万 | 0.30% | 3,198 | -160 | -4.8% | -$3.04万 | 减仓 |
| VGT | VANGUARD WORLD FD | $60.80万 | 0.30% | 5,087 | -1 | -0.0% | -$120 | 减仓 |
| BLK | BLACKROCK INC | $63.46万 | 0.31% | 660 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.05万 | 0.32% | 1,300 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $65.33万 | 0.32% | 3,265 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $66.70万 | 0.33% | 2,275 | -20 | -0.9% | -$5,864 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $67.29万 | 0.33% | 22,100 | 0 | 0.0% | — | 不变 |
| — | PIONEER BANCORP INC MD | $68.28万 | 0.34% | 40,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $69.37万 | 0.34% | 2,119 | -13 | -0.6% | -$4,256 | 减仓 |
| IJR | ISHARES TR | $71.56万 | 0.35% | 4,824 | -72 | -1.5% | -$1.07万 | 减仓 |
| VB | VANGUARD INDEX FDS | $77.95万 | 0.38% | 2,571 | -1 | -0.0% | -$303 | 减仓 |
| DVY | ISHARES TR | $80.40万 | 0.40% | 5,144 | 0 | 0.0% | — | 不变 |
| — | FIRST SEACOAST BANCORP INC | $84.45万 | 0.42% | 50,088 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $85.23万 | 0.42% | 3,356 | -92 | -2.7% | -$2.34万 | 减仓 |
| GOOGL | ALPHABET INC | $91.84万 | 0.45% | 2,570 | 200 | 8.4% | $7.15万 | 加仓 |
| — | AFFINITY BANCSHARES INC | $92.66万 | 0.46% | 41,000 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $106.32万 | 0.52% | 19,832 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $108.04万 | 0.53% | 1,573 | 1 | 0.1% | $687 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC | $109.76万 | 0.54% | 22,000 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $118.40万 | 0.58% | 7,462 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $142.46万 | 0.70% | 3,819 | 509 | 15.4% | $18.99万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $155.68万 | 0.77% | 22,500 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $165.52万 | 0.82% | 8,687 | -1 | -0.0% | -$191 | 减仓 |
| VXUS | VANGUARD STAR FDS | $182.14万 | 0.90% | 21,305 | 166 | 0.8% | $1.42万 | 加仓 |
| CSCO | CISCO SYS INC | $188.89万 | 0.93% | 16,081 | -60 | -0.4% | -$7,048 | 减仓 |
| VTV | VANGUARD INDEX FDS | $193.22万 | 0.95% | 8,865 | 465 | 5.5% | $10.13万 | 加仓 |
| ITOT | ISHARES TR | $222.16万 | 1.09% | 13,524 | 606 | 4.7% | $9.95万 | 加仓 |
| C | CITIGROUP INC | $225.34万 | 1.11% | 16,100 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $234.42万 | 1.16% | 8,101 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $241.73万 | 1.19% | 32,013 | -87 | -0.3% | -$6,569 | 减仓 |
| IWF | ISHARES TR | $283.06万 | 1.39% | 22,796 | -840 | -3.6% | -$10.43万 | 减仓 |
| IWD | ISHARES TR | $318.05万 | 1.57% | 13,119 | -194 | -1.5% | -$4.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $324.57万 | 1.60% | 8,771 | 2,350 | 36.6% | $86.96万 | 加仓 |
| VO | VANGUARD INDEX FDS | $350.95万 | 1.73% | 43,558 | -338 | -0.8% | -$2.72万 | 减仓 |
| IVV | ISHARES TR | $477.54万 | 2.35% | 6,376 | 30 | 0.5% | $2.25万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $485.87万 | 2.39% | 38,944 | 1,589 | 4.3% | $19.82万 | 加仓 |