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 |
|---|---|---|---|---|---|---|---|---|
| DASH | DoorDash Inc | $0 | 0.00% | 0 | -12 | -100.0% | -$2,718 | 清仓 |
| AI | C3 AI INC CL A | $0 | 0.00% | 0 | -175 | -100.0% | -$2,359 | 清仓 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | $0 | 0.00% | 0 | -7 | -100.0% | -$2,127 | 清仓 |
| NTNX | Nutanix Inc | $0 | 0.00% | 0 | -40 | -100.0% | -$2,068 | 清仓 |
| MU | Micron Technology Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAES | SEALSQ Corp | $0 | 0.00% | 0 | -415 | -100.0% | -$1,569 | 清仓 |
| DON | WisdomTree US MidCap Dividend ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UTES | Virtus Reaves Utilities ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| E | Eni SpA ADR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ET | Energy Transfer Equity LP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JOBY | Joby Aviation Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMB | iShares JP Morgan USD Em Mkts Bd ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$674 | 清仓 |
| FG | F&G Annuities & Life Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLUEPRINT MEDIC CVR COMMON STOCK CONTRA CUSIP | $0 | 0.00% | 0 | -443 | -100.0% | — | 清仓 |
| — | Escrow Altegrity Inc Com Total | $0 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | GCI LIBERTY INC XXX SUBMITTED FOR ESCROW CL A Total | $0 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | SEELOS THERAPEUTICS XXX CONTINGENT VALUE RIGHTS INC Total | $0 | 0.00% | 73 | 0 | 0.0% | — | 不变 |