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 |
|---|---|---|---|---|---|---|---|---|
| — | ALLETE Inc Total | $0 | 0.00% | 0 | -133 | -100.0% | -$8,521 | 清仓 |
| IXG | iShares Global Financials ETF Total | $0 | 0.00% | 0 | -75 | -100.0% | -$8,312 | 清仓 |
| MRSH | Marsh & Mclennan Companies Inc Total | $0 | 0.00% | 0 | -30 | -100.0% | -$6,559 | 清仓 |
| BIL | SPDR Blmbg 1-3 Mth T-Bill ETF Total | $0 | 0.00% | 0 | -69 | -100.0% | -$6,329 | 清仓 |
| IEI | iShares 3-7 Year Treasury Bond ETF Total | $0 | 0.00% | 0 | -46 | -100.0% | -$5,478 | 清仓 |
| IWL | iShares Russell Top 200 ETF Total | $0 | 0.00% | 0 | -35 | -100.0% | -$5,359 | 清仓 |
| SPIB | SPDR Portfolio Interm Term Corp Bd ETF Total | $0 | 0.00% | 0 | -100 | -100.0% | -$3,358 | 清仓 |
| THNQ | Robo Global Artificial Intelligence ETF Total | $0 | 0.00% | 0 | -61 | -100.0% | -$3,355 | 清仓 |
| VEA | Vanguard FTSE Developed Markets ETF Total | $0 | 0.00% | 0 | -48 | -100.0% | -$2,736 | 清仓 |
| NXT | Nextpower Inc Total | $0 | 0.00% | 0 | -50 | -100.0% | -$2,719 | 清仓 |
| TLT | iShares 20 Year Treasury Bond ETF Total | $0 | 0.00% | 0 | -25 | -100.0% | -$2,206 | 清仓 |
| — | Amplify Etho Climate Leadership U.S. ETF Total | $0 | 0.00% | 0 | -36 | -100.0% | -$2,093 | 清仓 |
| — | WK Kellogg Co Total | $0 | 0.00% | 0 | -100 | -100.0% | -$1,594 | 清仓 |
| ICLN | iShares Global Clean Energy ETF Total | $0 | 0.00% | 0 | -76 | -100.0% | -$996 | 清仓 |
| IYR | iShares US Real Estate ETF Total | $0 | 0.00% | 0 | -5 | -100.0% | -$474 | 清仓 |
| — | Marimed Inc Total | $0 | 0.00% | 0 | -4,275 | -100.0% | -$295 | 清仓 |
| — | GCI LIBERTY INC XXX SUBMITTED FOR ESCROW CL A Total | $0 | 0.00% | 0 | -6 | -100.0% | — | 清仓 |
| — | SEELOS THERAPEUTICS XXX CONTINGENT VALUE RIGHTS INC Total | $0 | 0.00% | 0 | -73 | -100.0% | — | 清仓 |
| — | Escrow Altegrity Inc Com Total | $0 | 0.00% | 0 | -120 | -100.0% | — | 清仓 |