FLORIDA FINANCIAL ADVISORS, LLC
TAMPA FL · SEC CIK 0002050972
$4.18亿2026Q1 申报市值
317持仓数
24.2%前十大占比 · 第一大 4.0%
67 / 20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
JNJ 加仓+$416.41万
CAT 加仓+$360.89万
SNDK 新建仓+$274.66万
GOOGL 加仓+$253.77万
AUGO 新建仓+$240.62万
2026Q1 卖出最多 按季末市值估算
GILD 减仓-$337.67万
JPM 减仓-$282.63万
PLTR 减仓-$254.38万
META 减仓-$191.61万
SNEX 清仓-$173.44万
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 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC | $30.45万 | 0.07% | 780 | 13 | 1.7% | $5,075 | 加仓 |
| SBUX | STARBUCKS CORP | $30.49万 | 0.07% | 3,401 | 183 | 5.7% | $1.64万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $30.59万 | 0.07% | 1,011 | -400 | -28.3% | -$12.10万 | 减仓 |
| EOG | EOG RES INC | $30.62万 | 0.07% | 2,116 | 2,116 | — | $30.62万 | 新建仓 |
| IDXX | IDEXX LABS INC | $30.63万 | 0.07% | 545 | -118 | -17.8% | -$6.63万 | 减仓 |
| OIH | VANECK ETF TRUST | $30.68万 | 0.07% | 759 | 759 | — | $30.68万 | 新建仓 |
| IAUM | ISHARES GOLD TR | $30.70万 | 0.07% | 6,573 | -4,336 | -39.7% | -$20.25万 | 减仓 |
| VDE | VANGUARD WORLD FD | $30.80万 | 0.07% | 1,780 | 1,780 | — | $30.80万 | 新建仓 |
| FTNT | FORTINET INC | $30.89万 | 0.07% | 3,780 | 109 | 3.0% | $8,907 | 加仓 |
| AGX | ARGAN INC | $30.90万 | 0.07% | 567 | 567 | — | $30.90万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $31.15万 | 0.07% | 1,434 | 1,434 | — | $31.15万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $31.23万 | 0.07% | 3,946 | 3,946 | — | $31.23万 | 新建仓 |
| — | COTERRA ENERGY INC | $31.30万 | 0.07% | 8,906 | 8,906 | — | $31.30万 | 新建仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $31.34万 | 0.07% | 10,674 | 10,674 | — | $31.34万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $31.34万 | 0.07% | 4,174 | 125 | 3.1% | $9,386 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $31.72万 | 0.08% | 1,740 | -794 | -31.3% | -$14.47万 | 减仓 |
| MO | ALTRIA GROUP INC | $32.08万 | 0.08% | 4,859 | 458 | 10.4% | $3.02万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $32.16万 | 0.08% | 2,747 | 2,747 | — | $32.16万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $32.37万 | 0.08% | 7,926 | 3,138 | 65.5% | $12.81万 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $32.40万 | 0.08% | 1,109 | 223 | 25.2% | $6.51万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $32.93万 | 0.08% | 6,994 | 2,089 | 42.6% | $9.84万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $33.07万 | 0.08% | 1,171 | 1,171 | — | $33.07万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $33.92万 | 0.08% | 2,485 | 2,485 | — | $33.92万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $34.08万 | 0.08% | 8,406 | 8,406 | — | $34.08万 | 新建仓 |
| AGG | ISHARES TR | $34.10万 | 0.08% | 3,436 | -732 | -17.6% | -$7.27万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $34.14万 | 0.08% | 786 | 60 | 8.3% | $2.61万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $34.27万 | 0.08% | 578 | 28 | 5.1% | $1.66万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $34.48万 | 0.08% | 5,382 | 5,382 | — | $34.48万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $34.51万 | 0.08% | 1,693 | 169 | 11.1% | $3.44万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $34.70万 | 0.08% | 4,533 | 4,533 | — | $34.70万 | 新建仓 |
| INTC | INTEL CORP | $34.77万 | 0.08% | 7,877 | 1,817 | 30.0% | $8.02万 | 加仓 |
| PHM | PULTE GROUP INC | $34.87万 | 0.08% | 2,962 | 290 | 10.9% | $3.41万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.27万 | 0.08% | 1,453 | 360 | 32.9% | $8.74万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $35.49万 | 0.08% | 4,933 | -165 | -3.2% | -$1.19万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $36.33万 | 0.09% | 13,380 | 740 | 5.9% | $2.01万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $36.38万 | 0.09% | 14,701 | 3,949 | 36.7% | $9.77万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $36.46万 | 0.09% | 5,340 | 1,204 | 29.1% | $8.22万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $36.64万 | 0.09% | 1,462 | 1,462 | — | $36.64万 | 新建仓 |
| LOW | LOWES COS INC | $36.66万 | 0.09% | 1,551 | 86 | 5.9% | $2.03万 | 加仓 |
| MPC | MARATHON PETE CORP | $37.21万 | 0.09% | 1,522 | 418 | 37.9% | $10.22万 | 重新持有 |
| TJX | TJX COS INC NEW | $37.37万 | 0.09% | 2,338 | 133 | 6.0% | $2.13万 | 加仓 |
| T | AT&T INC | $37.78万 | 0.09% | 13,034 | 619 | 5.0% | $1.79万 | 加仓 |
| VLO | VALERO ENERGY CORP | $37.82万 | 0.09% | 1,528 | 1,528 | — | $37.82万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $37.85万 | 0.09% | 821 | 96 | 13.2% | $4.43万 | 加仓 |
| QCOM | QUALCOMM INC | $38.54万 | 0.09% | 2,989 | 191 | 6.8% | $2.46万 | 加仓 |
| DIVB | ISHARES TR | $38.69万 | 0.09% | 7,172 | 796 | 12.5% | $4.29万 | 加仓 |
| ADBE | ADOBE INC | $38.83万 | 0.09% | 1,597 | -19 | -1.2% | -$4,620 | 减仓 |
| ABT | ABBOTT LABORATORIES | $38.91万 | 0.09% | 3,790 | 528 | 16.2% | $5.42万 | 加仓 |
| USFR | WISDOMTREE TR | $38.98万 | 0.09% | 7,744 | 270 | 3.6% | $1.36万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $39.67万 | 0.09% | 2,846 | -24,227 | -89.5% | -$337.67万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $39.68万 | 0.09% | 4,221 | 253 | 6.4% | $2.38万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $39.91万 | 0.10% | 2,009 | 450 | 28.9% | $8.94万 | 加仓 |
| ITA | ISHARES TR | $39.92万 | 0.10% | 1,825 | -2,101 | -53.5% | -$45.96万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $40.04万 | 0.10% | 7,976 | 2,041 | 34.4% | $10.25万 | 加仓 |
| C | CITIGROUP INC | $40.24万 | 0.10% | 3,548 | 250 | 7.6% | $2.84万 | 加仓 |
| EFA | ISHARES TR | $40.38万 | 0.10% | 4,157 | -1,331 | -24.3% | -$12.93万 | 减仓 |
| MS | MORGAN STANLEY | $41.21万 | 0.10% | 2,504 | 336 | 15.5% | $5.53万 | 加仓 |
| UNP | UNION PAC CORP | $41.38万 | 0.10% | 1,701 | 183 | 12.1% | $4.45万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $41.51万 | 0.10% | 3,381 | -76 | -2.2% | -$9,331 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $42.51万 | 0.10% | 7,752 | 1,703 | 28.2% | $9.34万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $42.72万 | 0.10% | 2,583 | 420 | 19.4% | $6.95万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $42.73万 | 0.10% | 8,551 | 8,551 | — | $42.73万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $43.09万 | 0.10% | 4,640 | 831 | 21.8% | $7.72万 | 加仓 |
| HSY | HERSHEY CO | $43.31万 | 0.10% | 2,083 | 359 | 20.8% | $7.46万 | 加仓 |
| LIF | LIFE360 INC | $43.40万 | 0.10% | 10,631 | 3,280 | 44.6% | $13.39万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.72万 | 0.10% | 2,149 | -43 | -2.0% | -$8,749 | 减仓 |
| MUB | ISHARES TR | $43.85万 | 0.10% | 4,131 | 345 | 9.1% | $3.66万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $44.44万 | 0.11% | 13,422 | 5,937 | 79.3% | $19.66万 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $45.16万 | 0.11% | 4,125 | 4,125 | — | $45.16万 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $45.33万 | 0.11% | 14,358 | 6,407 | 80.6% | $20.23万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $45.75万 | 0.11% | 2,197 | 506 | 29.9% | $10.54万 | 加仓 |
| KWEB | KRANESHARES TRUST | $46.76万 | 0.11% | 16,448 | 9,845 | 149.1% | $27.99万 | 加仓 |
| MRK | MERCK & CO INC | $47.15万 | 0.11% | 3,920 | 1,269 | 47.9% | $15.26万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $47.21万 | 0.11% | 16,445 | 3,687 | 28.9% | $10.59万 | 加仓 |
| CB | CHUBB LTD SWITZ | $47.25万 | 0.11% | 1,448 | 257 | 21.6% | $8.39万 | 加仓 |
| COWZ | PACER FDS TR | $48.60万 | 0.12% | 7,770 | 4,347 | 127.0% | $27.19万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $48.69万 | 0.12% | 12,674 | 4,890 | 62.8% | $18.79万 | 加仓 |
| COP | CONOCOPHILLIPS | $48.75万 | 0.12% | 3,691 | 998 | 37.1% | $13.18万 | 加仓 |
| IDCC | INTERDIGITAL INC | $49.32万 | 0.12% | 1,631 | 86 | 5.6% | $2.60万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $49.63万 | 0.12% | 13,794 | 4,974 | 56.4% | $17.90万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $50.52万 | 0.12% | 10,080 | 3,190 | 46.3% | $15.99万 | 加仓 |
| TLT | ISHARES TR | $50.79万 | 0.12% | 5,859 | 1,228 | 26.5% | $10.64万 | 加仓 |
| VOX | VANGUARD WORLD FD | $51.01万 | 0.12% | 2,836 | 114 | 4.2% | $2.05万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $51.52万 | 0.12% | 35,704 | 4,927 | 16.0% | $7.11万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $51.56万 | 0.12% | 2,686 | 695 | 34.9% | $13.34万 | 加仓 |
| XOP | SPDR SERIES TRUST | $51.76万 | 0.12% | 2,847 | 2,847 | — | $51.76万 | 新建仓 |
| AME | AMETEK INC | $52.79万 | 0.13% | 2,461 | 487 | 24.7% | $10.45万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $53.40万 | 0.13% | 3,076 | 1,001 | 48.2% | $17.38万 | 加仓 |
| VB | VANGUARD INDEX FDS | $53.59万 | 0.13% | 2,046 | 276 | 15.6% | $7.23万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $53.60万 | 0.13% | 3,088 | 113 | 3.8% | $1.96万 | 加仓 |
| CMI | CUMMINS INC | $55.32万 | 0.13% | 1,027 | 203 | 24.6% | $10.93万 | 加仓 |
| DIS | DISNEY WALT CO | $55.41万 | 0.13% | 5,747 | 768 | 15.4% | $7.41万 | 加仓 |
| NLR | VANECK ETF TRUST | $56.21万 | 0.13% | 4,220 | 2,014 | 91.3% | $26.83万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $56.27万 | 0.13% | 35,435 | 7,066 | 24.9% | $11.22万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $56.43万 | 0.13% | 11,431 | -11,203 | -49.5% | -$55.30万 | 减仓 |
| CSCO | CISCO SYS INC | $56.90万 | 0.14% | 7,332 | 13 | 0.2% | $1,009 | 加仓 |
| SHLD | GLOBAL X FDS | $57.48万 | 0.14% | 8,114 | 8,114 | — | $57.48万 | 新建仓 |
| MCD | MCDONALDS CORP | $57.51万 | 0.14% | 1,853 | 32 | 1.8% | $9,932 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $57.56万 | 0.14% | 6,108 | 6,108 | — | $57.56万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $57.96万 | 0.14% | 13,624 | 4,782 | 54.1% | $20.34万 | 加仓 |