FLAGSHIP WEALTH ADVISORS, LLC
WAKEFIELD MA · SEC CIK 0002036117
$2.32亿2026Q1 申报市值
350持仓数
46.8%前十大占比 · 第一大 8.5%
10 / 16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
SCHD 加仓+$519.92万
FDRR 加仓+$36.33万
IEMG 新建仓+$18.95万
META 加仓+$16.67万
RTX 新建仓+$15.20万
2026Q1 卖出最多 按季末市值估算
EPS 减仓-$768.49万
SCHG 减仓-$490.31万
QQQ 减仓-$463.42万
VUG 减仓-$408.38万
FELC 减仓-$395.43万
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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR Gold Shares Total | $405.07万 | 1.75% | 13,289 | -1,672 | -11.2% | -$50.97万 | 减仓 |
| VGLT | Vanguard Long-Term Treasury ETF Total | $416.90万 | 1.80% | 74,287 | 307 | 0.4% | $1.72万 | 加仓 |
| FELC | Fidelity Enhanced Large Cap Core ETF Total | $440.51万 | 1.90% | 127,721 | -114,650 | -47.3% | -$395.43万 | 减仓 |
| MGC | Vanguard Mega Cap ETF Total | $447.23万 | 1.93% | 19,884 | -6,518 | -24.7% | -$146.60万 | 减仓 |
| FELG | Fidelity Enhanced Large Cap Growth ETF Total | $463.03万 | 2.00% | 125,041 | -28,263 | -18.4% | -$104.66万 | 减仓 |
| EPS | WisdomTree U.S. LargeCap Fund Total | $491.99万 | 2.12% | 76,861 | -120,058 | -61.0% | -$768.49万 | 减仓 |
| DGRO | iShares Core Dividend Growth ETF Total | $513.88万 | 2.22% | 80,369 | -32,034 | -28.5% | -$204.83万 | 减仓 |
| DGRW | WisdomTree US Quality Dividend Gr ETF Total | $538.83万 | 2.32% | 64,346 | -16,218 | -20.1% | -$135.81万 | 减仓 |
| NVDA | NVIDIA Corp Total | $564.16万 | 2.43% | 35,708 | -3,335 | -8.5% | -$52.69万 | 减仓 |
| XMMO | Invesco S&P MidCap Momentum ETF Total | $642.76万 | 2.77% | 49,970 | -18,237 | -26.7% | -$234.58万 | 减仓 |
| FDVV | Fidelity High Dividend ETF Total | $879.75万 | 3.79% | 169,118 | -75,740 | -30.9% | -$394.00万 | 减仓 |
| VTV | Vanguard Value ETF Total | $895.59万 | 3.86% | 50,673 | -6,502 | -11.4% | -$114.92万 | 减仓 |
| SCHD | Schwab US Dividend Equity ETF Total | $903.67万 | 3.90% | 341,006 | 196,194 | 135.5% | $519.92万 | 加仓 |
| SPY | State Street SPDR S&P 500 ETF Trust Total | $1,220.92万 | 5.27% | 19,762 | -3,679 | -15.7% | -$227.29万 | 减仓 |
| VYM | Vanguard High Dividend Yield ETF Total | $1,394.21万 | 6.01% | 104,584 | -18,311 | -14.9% | -$244.10万 | 减仓 |
| VUG | Vanguard Growth ETF Total | $1,843.24万 | 7.95% | 42,044 | -9,315 | -18.1% | -$408.38万 | 减仓 |
| QQQ | Invesco QQQ Trust Total | $1,972.63万 | 8.51% | 35,760 | -8,401 | -19.0% | -$463.42万 | 减仓 |