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

申报市值走势$4.47亿2026Q2

26Q126Q2

QQQ 7.8%

VUG 6.4%

VYM 4.6%

FDVV 4.2%

EPS 4.1%

SPY 3.9%

VTV 2.9%

FELC 2.9%

XMMO 2.7%

SCHG 2.6%

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

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

代码	名称	市值 ▲	占比	股数	变动股数	变动	估算买卖额	操作
IVW	ISHARES TR	$727.51万	1.63%	52,898	18,753	54.9%	$257.91万	加仓
FELG	FIDELITY COVINGTON TRUST	$753.02万	1.69%	172,119	47,078	37.7%	$205.97万	加仓
MGC	VANGUARD WORLD FD	$770.79万	1.73%	28,169	8,285	41.7%	$226.70万	加仓
DGRW	WISDOMTREE TR	$825.94万	1.85%	86,377	22,031	34.2%	$210.66万	加仓
XLG	INVESCO EXCHANGE TRADED FD T	$830.28万	1.86%	135,600	86,521	176.3%	$529.77万	加仓
DGRO	ISHARES TR	$872.02万	1.95%	115,058	34,689	43.2%	$262.91万	加仓
NVDA	NVIDIA CORPORATION	$1,009.94万	2.26%	50,474	14,766	41.4%	$295.45万	加仓
VOO	VANGUARD INDEX FDS	$1,088.27万	2.44%	15,845	9,193	138.2%	$631.39万	加仓
BKIE	BNY MELLON ETF TRUST	$1,172.57万	2.63%	116,558	73,933	173.4%	$743.77万	加仓
SCHG	SCHWAB STRATEGIC TR	$1,182.76万	2.65%	349,514	233,296	200.7%	$789.47万	加仓
XMMO	INVESCO EXCHANGE TRADED FD T	$1,213.22万	2.72%	71,307	21,337	42.7%	$363.03万	加仓
FELC	FIDELITY COVINGTON TRUST	$1,281.11万	2.87%	305,681	177,960	139.3%	$745.83万	加仓
VTV	VANGUARD INDEX FDS	$1,285.59万	2.88%	58,991	8,318	16.4%	$181.27万	加仓
SPY	STATE STR SPDR S&P 500 ETF T	$1,746.99万	3.91%	23,394	3,632	18.4%	$271.23万	加仓
EPS	WISDOMTREE TR	$1,820.13万	4.07%	233,980	157,119	204.4%	$1,222.23万	加仓
FDVV	FIDELITY COVINGTON TRUST	$1,874.72万	4.20%	310,950	141,832	83.9%	$855.11万	加仓
VYM	VANGUARD WHITEHALL FDS	$2,040.30万	4.57%	129,109	24,525	23.5%	$387.57万	加仓
VUG	VANGUARD INDEX FDS	$2,862.79万	6.41%	332,342	80,078	31.7%	$689.79万	加仓
QQQ	INVESCO QQQ TR	$3,491.99万	7.82%	47,420	11,660	32.6%	$858.64万	加仓