FLAGSHIP WEALTH ADVISORS, LLC
WAKEFIELD MA · SEC CIK 0002036117
$4.47亿2026Q2 申报市值
484持仓数
42.1%前十大占比 · 第一大 7.8%
118 / 35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
EPS 加仓+$1,222.23万
QQQ 加仓+$858.64万
FDVV 加仓+$855.11万
SCHG 加仓+$789.47万
FELC 加仓+$745.83万
2026Q2 卖出最多 按季末市值估算
SCHD 减仓-$688.49万
VGLT 减仓-$230.35万
Exxon Mobil Corp 清仓-$116.06万
FDRR 减仓-$43.46万
FISV 清仓-$31.12万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $8.58万 | 0.02% | 232 | 45 | 24.1% | $1.67万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $8.62万 | 0.02% | 700 | 0 | 0.0% | — | 重新持有 |
| C | CITIGROUP INC | $8.66万 | 0.02% | 619 | 500 | 420.2% | $7.00万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $8.91万 | 0.02% | 610 | 575 | 1,642.9% | $8.40万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $8.93万 | 0.02% | 2,007 | 2,007 | — | $8.93万 | 新建仓 |
| RONB | BARON ETF TR | $9.09万 | 0.02% | 3,725 | 3,725 | — | $9.09万 | 新建仓 |
| BBT | BEACON FINANCIAL CORP. | $9.13万 | 0.02% | 3,000 | 3,000 | — | $9.13万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $9.29万 | 0.02% | 700 | 0 | 0.0% | — | 重新持有 |
| XLV | SELECT SECTOR SPDR TR | $9.30万 | 0.02% | 586 | -25 | -4.1% | -$3,967 | 减仓 |
| MO | ALTRIA GROUP INC | $9.35万 | 0.02% | 1,300 | 200 | 18.2% | $1.44万 | 加仓 |
| AVGO | BROADCOM INC | $9.37万 | 0.02% | 248 | 99 | 66.4% | $3.74万 | 加仓 |
| GVIP | GOLDMAN SACHS ETF TR | $9.44万 | 0.02% | 500 | 0 | 0.0% | — | 重新持有 |
| VOT | VANGUARD INDEX FDS | $9.47万 | 0.02% | 309 | 14 | 4.7% | $4,291 | 加仓 |
| IJR | ISHARES TR | $9.79万 | 0.02% | 660 | 25 | 3.9% | $3,708 | 加仓 |
| CRM | SALESFORCE INC | $9.79万 | 0.02% | 625 | 617 | 7,712.5% | $9.67万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $10.08万 | 0.02% | 544 | -41 | -7.0% | -$7,594 | 减仓 |
| RKLB | ROCKET LAB CORP | $10.16万 | 0.02% | 1,000 | 1,000 | — | $10.16万 | 新建仓 |
| XEL | XCEL ENERGY INC | $10.17万 | 0.02% | 1,267 | 700 | 123.5% | $5.62万 | 加仓 |
| ES | EVERSOURCE ENERGY | $10.41万 | 0.02% | 1,441 | 0 | 0.0% | — | 不变 |
| AVBC | AVIDIA BANCORP INC | $10.49万 | 0.02% | 5,000 | 0 | 0.0% | — | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $10.61万 | 0.02% | 480 | 480 | — | $10.61万 | 新建仓 |
| HON | HONEYWELL INTL INC | $10.75万 | 0.02% | 480 | -180 | -27.3% | -$4.03万 | 减仓 |
| IWR | ISHARES TR | $10.82万 | 0.02% | 981 | 872 | 800.0% | $9.62万 | 加仓 |
| GIS | GENERAL MILLS INC | $10.86万 | 0.02% | 3,120 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $10.94万 | 0.02% | 3,144 | 3,144 | — | $10.94万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $10.95万 | 0.02% | 2,487 | 136 | 5.8% | $5,988 | 加仓 |
| EBAY | EBAY INC. | $10.96万 | 0.02% | 981 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $10.99万 | 0.02% | 721 | 200 | 38.4% | $3.05万 | 加仓 |
| CME | CME GROUP INC | $11.04万 | 0.02% | 500 | 500 | — | $11.04万 | 新建仓 |
| MCK | MCKESSON CORP | $12.39万 | 0.03% | 164 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $12.67万 | 0.03% | 2,073 | 41 | 2.0% | $2,505 | 加仓 |
| QUAL | ISHARES TR | $12.68万 | 0.03% | 578 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $12.89万 | 0.03% | 1,380 | 1,380 | — | $12.89万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $13.00万 | 0.03% | 499 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $13.14万 | 0.03% | 638 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $13.51万 | 0.03% | 1,300 | 400 | 44.4% | $4.16万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $13.61万 | 0.03% | 5,198 | 5,198 | — | $13.61万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $13.77万 | 0.03% | 602 | -21 | -3.4% | -$4,805 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $13.85万 | 0.03% | 1,706 | 0 | 0.0% | — | 不变 |
| PIZ | INVESCO EXCH TRADED FD TR II | $13.97万 | 0.03% | 2,500 | 0 | 0.0% | — | 重新持有 |
| AFL | AFLAC INC | $14.07万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $14.13万 | 0.03% | 147 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $14.31万 | 0.03% | 526 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $14.31万 | 0.03% | 647 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $14.50万 | 0.03% | 2,010 | 35 | 1.8% | $2,526 | 加仓 |
| AGG | ISHARES TR | $14.81万 | 0.03% | 1,496 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $15.00万 | 0.03% | 2,545 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $15.19万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $15.32万 | 0.03% | 675 | -40 | -5.6% | -$9,079 | 减仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $15.36万 | 0.03% | 500 | 500 | — | $15.36万 | 新建仓 |
| IWD | ISHARES TR | $15.56万 | 0.03% | 642 | 499 | 349.0% | $12.10万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $15.60万 | 0.03% | 2,481 | 1,900 | 327.0% | $11.95万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $16.74万 | 0.04% | 2,000 | 0 | 0.0% | — | 重新持有 |
| VO | VANGUARD INDEX FDS | $16.84万 | 0.04% | 2,090 | 2,090 | — | $16.84万 | 新建仓 |
| LOW | LOWES COS INC | $16.98万 | 0.04% | 770 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $17.19万 | 0.04% | 170 | -271 | -61.5% | -$27.41万 | 减仓 |
| IWF | ISHARES TR | $17.95万 | 0.04% | 1,446 | 1,258 | 669.1% | $15.62万 | 加仓 |
| SUSA | ISHARES TR | $18.16万 | 0.04% | 1,177 | 396 | 50.7% | $6.11万 | 加仓 |
| MCD | MCDONALDS CORP | $18.16万 | 0.04% | 672 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $18.73万 | 0.04% | 896 | 500 | 126.3% | $10.45万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $18.77万 | 0.04% | 1,734 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $18.83万 | 0.04% | 5,122 | 5,122 | — | $18.83万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $19.30万 | 0.04% | 4,558 | 332 | 7.9% | $1.41万 | 加仓 |
| YUM | YUM BRANDS INC | $19.34万 | 0.04% | 1,210 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $19.60万 | 0.04% | 2,160 | 1,460 | 208.6% | $13.25万 | 加仓 |
| NUE | NUCOR CORP | $19.73万 | 0.04% | 886 | 78 | 9.7% | $1.74万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $19.76万 | 0.04% | 3,721 | 1,904 | 104.8% | $10.11万 | 加仓 |
| ORCL | ORACLE CORP | $20.12万 | 0.05% | 1,373 | 781 | 131.9% | $11.45万 | 加仓 |
| AZN | ASTRAZENECA PLC | $20.13万 | 0.05% | 1,076 | 1,076 | — | $20.13万 | 新建仓 |
| COWZ | PACER FDS TR | $20.21万 | 0.05% | 3,250 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $20.55万 | 0.05% | 1,269 | 50 | 4.1% | $8,095 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $21.30万 | 0.05% | 1,816 | 1,295 | 248.6% | $15.19万 | 加仓 |
| MRK | MERCK & CO INC | $21.36万 | 0.05% | 1,662 | 963 | 137.8% | $12.37万 | 加仓 |
| CSCO | CISCO SYS INC | $21.37万 | 0.05% | 1,819 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $21.52万 | 0.05% | 625 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $22.07万 | 0.05% | 10,664 | -421 | -3.8% | -$8,715 | 减仓 |
| DIS | DISNEY WALT CO | $22.15万 | 0.05% | 2,301 | 1,717 | 294.0% | $16.53万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $22.50万 | 0.05% | 1,244 | 44 | 3.7% | $7,957 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $22.62万 | 0.05% | 444 | -85 | -16.1% | -$4.33万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $22.99万 | 0.05% | 5,070 | 2,535 | 100.0% | $11.49万 | 加仓 |
| ARKQ | ARK ETF TR | $23.14万 | 0.05% | 1,750 | 1,750 | — | $23.14万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $23.73万 | 0.05% | 1,183 | 225 | 23.5% | $4.51万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $23.86万 | 0.05% | 821 | 466 | 131.3% | $13.54万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $24.34万 | 0.05% | 2,200 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $25.25万 | 0.06% | 3,056 | 500 | 19.6% | $4.13万 | 加仓 |
| BA | BOEING CO | $25.41万 | 0.06% | 1,174 | 500 | 74.2% | $10.82万 | 加仓 |
| MTB | M & T BK CORP | $25.44万 | 0.06% | 1,069 | 0 | 0.0% | — | 重新持有 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $25.94万 | 0.06% | 7,128 | 7,128 | — | $25.94万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.02万 | 0.06% | 448 | 368 | 460.0% | $21.38万 | 加仓 |
| FIVA | FIDELITY COVINGTON TRUST | $26.86万 | 0.06% | 6,972 | 6,972 | — | $26.86万 | 新建仓 |
| GWW | WW GRAINGER INC | $27.21万 | 0.06% | 200 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $27.94万 | 0.06% | 3,139 | -1,794 | -36.4% | -$15.97万 | 减仓 |
| HD | HOME DEPOT INC | $28.66万 | 0.06% | 812 | 308 | 61.1% | $10.87万 | 加仓 |
| IAU | ISHARES GOLD TR | $28.88万 | 0.06% | 3,824 | 870 | 29.5% | $6.57万 | 加仓 |
| IYW | ISHARES TR | $29.01万 | 0.06% | 1,150 | 0 | 0.0% | — | 重新持有 |
| KO | COCA COLA CO | $29.03万 | 0.06% | 3,572 | 172 | 5.1% | $1.40万 | 加仓 |
| VLU | SPDR SERIES TRUST | $29.59万 | 0.07% | 1,242 | 1,242 | — | $29.59万 | 新建仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $30.29万 | 0.07% | 6,047 | 6,047 | — | $30.29万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.38万 | 0.07% | 1,401 | 168 | 13.6% | $3.76万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $31.53万 | 0.07% | 11,536 | 11,536 | — | $31.53万 | 新建仓 |