FLORIDA FINANCIAL ADVISORS, LLC
TAMPA FL · SEC CIK 0002050972
$5.92亿2026Q2 申报市值
362持仓数
21.7%前十大占比 · 第一大 3.5%
68 / 34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
AMAT 加仓+$581.86万
TER 加仓+$471.37万
CTVA 新建仓+$415.39万
COHR 新建仓+$406.86万
RBC 新建仓+$406.79万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$459.10万
RKLB 减仓-$331.44万
IESC 减仓-$260.73万
MU 减仓-$254.22万
IBKR 减仓-$251.26万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,043.25万 | 3.45% | 29,749 | 1,455 | 5.1% | $99.93万 | 加仓 |
| GOOGL | ALPHABET INC | $1,667.19万 | 2.82% | 46,646 | 8,373 | 21.9% | $299.26万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,611.28万 | 2.72% | 21,877 | -367 | -1.6% | -$27.03万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1,405.61万 | 2.38% | 104,335 | 1,896 | 1.9% | $25.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,388.47万 | 2.35% | 69,389 | 4,450 | 6.9% | $89.04万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,068.48万 | 1.81% | 9,255 | -2,202 | -19.2% | -$254.22万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $992.07万 | 1.68% | 45,521 | 1,215 | 2.7% | $26.48万 | 加仓 |
| AMAT | APPLIED MATLS INC | $902.69万 | 1.53% | 12,484 | 8,047 | 181.4% | $581.86万 | 加仓 |
| SNDK | SANDISK CORP | $898.80万 | 1.52% | 3,953 | -370 | -8.6% | -$84.13万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $878.59万 | 1.48% | 46,112 | -2,835 | -5.8% | -$54.02万 | 减仓 |
| CAT | CATERPILLAR INC | $867.79万 | 1.47% | 8,147 | 2,241 | 37.9% | $238.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $792.27万 | 1.34% | 31,192 | 6,820 | 28.0% | $173.23万 | 加仓 |
| AAPL | APPLE INC | $780.60万 | 1.32% | 26,974 | 188 | 0.7% | $5.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $753.31万 | 1.27% | 10,084 | -264 | -2.6% | -$19.72万 | 减仓 |
| MGC | VANGUARD WORLD FD | $740.24万 | 1.25% | 27,055 | -2,350 | -8.0% | -$64.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $706.02万 | 1.19% | 18,925 | -1,158 | -5.8% | -$43.20万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $705.77万 | 1.19% | 16,285 | 2,954 | 22.2% | $128.02万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $702.38万 | 1.19% | 12,091 | -386 | -3.1% | -$22.42万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $692.90万 | 1.17% | 7,179 | -1,771 | -19.8% | -$170.93万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $641.75万 | 1.08% | 39,726 | 10,484 | 35.9% | $169.36万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $610.43万 | 1.03% | 9,556 | -2,899 | -23.3% | -$185.19万 | 减仓 |
| TER | TERADYNE INC | $609.22万 | 1.03% | 12,591 | 9,742 | 341.9% | $471.37万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $597.48万 | 1.01% | 19,718 | 2,257 | 12.9% | $68.39万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $560.34万 | 0.95% | 160,971 | -13,583 | -7.8% | -$47.28万 | 减仓 |
| WMT | WALMART INC | $510.92万 | 0.86% | 45,107 | 8,784 | 24.2% | $99.50万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $508.54万 | 0.86% | 160,369 | 3,645 | 2.3% | $11.56万 | 加仓 |
| APH | AMPHENOL CORP | $502.94万 | 0.85% | 28,522 | 7,300 | 34.4% | $128.72万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $487.17万 | 0.82% | 20,503 | 5,300 | 34.9% | $125.93万 | 加仓 |
| INTC | INTEL CORP | $474.71万 | 0.80% | 33,997 | 26,120 | 331.6% | $364.72万 | 加仓 |
| SMH | VANECK ETF TRUST | $470.13万 | 0.79% | 7,167 | -361 | -4.8% | -$23.68万 | 减仓 |
| GLW | CORNING INC | $467.39万 | 0.79% | 18,296 | 5,312 | 40.9% | $135.70万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $466.53万 | 0.79% | 5,437 | 1,262 | 30.2% | $108.29万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $447.10万 | 0.76% | 4,416 | 1,108 | 33.5% | $112.18万 | 加仓 |
| AMZN | AMAZON COM INC | $433.87万 | 0.73% | 18,204 | 68 | 0.4% | $1.62万 | 加仓 |
| CTVA | CORTEVA INC | $415.39万 | 0.70% | 49,044 | 49,044 | — | $415.39万 | 新建仓 |
| COHR | COHERENT CORP | $406.86万 | 0.69% | 10,314 | 10,314 | — | $406.86万 | 新建仓 |
| RBC | RBC BEARINGS INC | $406.79万 | 0.69% | 6,316 | 6,316 | — | $406.79万 | 新建仓 |
| AVGO | BROADCOM INC | $403.52万 | 0.68% | 10,680 | -12,151 | -53.2% | -$459.10万 | 减仓 |
| WWD | WOODWARD INC | $393.68万 | 0.67% | 9,253 | 9,253 | — | $393.68万 | 新建仓 |
| CIEN | CIENA CORP | $391.66万 | 0.66% | 7,984 | 1,235 | 18.3% | $60.58万 | 加仓 |
| IWY | ISHARES TR | $390.52万 | 0.66% | 13,437 | 306 | 2.3% | $8.89万 | 加仓 |
| BE | BLOOM ENERGY CORP | $388.27万 | 0.66% | 12,827 | -3,917 | -23.4% | -$118.57万 | 减仓 |
| TPR | TAPESTRY INC | $384.10万 | 0.65% | 26,236 | 7,665 | 41.3% | $112.22万 | 加仓 |
| FTI | TECHNIPFMC PLC | $378.68万 | 0.64% | 57,116 | 57,116 | — | $378.68万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $375.53万 | 0.63% | 31,557 | -3,129 | -9.0% | -$37.23万 | 减仓 |
| ENS | ENERSYS | $374.73万 | 0.63% | 16,025 | 4,946 | 44.6% | $115.66万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $374.26万 | 0.63% | 10,037 | 10,037 | — | $374.26万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $344.94万 | 0.58% | 18,444 | -6,787 | -26.9% | -$126.93万 | 减仓 |
| ATI | ATI INC | $340.89万 | 0.58% | 17,295 | 17,295 | — | $340.89万 | 新建仓 |
| VSAT | VIASAT INC | $335.84万 | 0.57% | 37,394 | 11,679 | 45.4% | $104.89万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $332.92万 | 0.56% | 12,381 | 3,588 | 40.8% | $96.48万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $331.90万 | 0.56% | 80,891 | 22,204 | 37.8% | $91.10万 | 加仓 |
| MKSI | MKS INC. | $312.85万 | 0.53% | 7,033 | 7,033 | — | $312.85万 | 新建仓 |
| GE | GE AEROSPACE | $312.67万 | 0.53% | 8,363 | 2,103 | 33.6% | $78.63万 | 加仓 |
| PL | PLANET LABS PBC | $310.60万 | 0.52% | 93,751 | 26,566 | 39.5% | $88.01万 | 加仓 |
| ROST | ROSS STORES INC | $304.59万 | 0.51% | 14,308 | 14,308 | — | $304.59万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $304.54万 | 0.51% | 54,314 | 54,314 | — | $304.54万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $304.51万 | 0.51% | 18,630 | -855 | -4.4% | -$13.98万 | 减仓 |
| FORM | FORMFACTOR INC | $282.31万 | 0.48% | 17,652 | 17,652 | — | $282.31万 | 新建仓 |
| RTX | RTX CORPORATION | $278.63万 | 0.47% | 14,683 | 3,210 | 28.0% | $60.91万 | 加仓 |
| AUGO | AURA MINERALS INC | $267.41万 | 0.45% | 42,481 | 12,995 | 44.1% | $81.80万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $264.70万 | 0.45% | 15,186 | 4,347 | 40.1% | $75.77万 | 加仓 |
| GLD | SPDR GOLD TR | $258.65万 | 0.44% | 7,021 | -230 | -3.2% | -$8.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $257.98万 | 0.44% | 7,877 | 1,043 | 15.3% | $34.16万 | 加仓 |
| BAC | BANK OF AMER CORP | $251.92万 | 0.43% | 44,213 | 9,462 | 27.2% | $53.91万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $250.81万 | 0.42% | 41,259 | -12,023 | -22.6% | -$73.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $247.99万 | 0.42% | 4,956 | 1,139 | 29.8% | $56.99万 | 加仓 |
| TSLA | TESLA INC | $247.43万 | 0.42% | 5,883 | 102 | 1.8% | $4.29万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $246.45万 | 0.42% | 7,040 | 5,869 | 501.2% | $205.46万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $244.80万 | 0.41% | 7,311 | 5,849 | 400.1% | $195.85万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $244.33万 | 0.41% | 104,414 | 72,357 | 225.7% | $169.31万 | 加仓 |
| META | META PLATFORMS INC | $241.76万 | 0.41% | 4,290 | -677 | -13.6% | -$38.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $238.52万 | 0.40% | 7,049 | 1,841 | 35.3% | $62.29万 | 加仓 |
| VST | VISTRA CORP | $234.17万 | 0.40% | 14,758 | 4,238 | 40.3% | $67.25万 | 加仓 |
| VRSN | VERISIGN INC | $231.20万 | 0.39% | 9,187 | 2,603 | 39.5% | $65.51万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $229.76万 | 0.39% | 6,209 | 642 | 11.5% | $23.76万 | 加仓 |
| GOOG | ALPHABET INC | $226.64万 | 0.38% | 6,413 | 902 | 16.4% | $31.88万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $223.97万 | 0.38% | 49,396 | -1,137 | -2.3% | -$5.16万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $214.69万 | 0.36% | 44,961 | 44,961 | — | $214.69万 | 新建仓 |
| FDX | FEDEX CORP | $213.01万 | 0.36% | 6,803 | 6,803 | — | $213.01万 | 新建仓 |
| SECT | NORTHERN LTS FD TR IV | $212.18万 | 0.36% | 29,445 | -3,510 | -10.7% | -$25.29万 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $209.84万 | 0.35% | 14,195 | 14,195 | — | $209.84万 | 新建仓 |
| MTZ | MASTEC INC | $209.40万 | 0.35% | 5,033 | 5,033 | — | $209.40万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $202.40万 | 0.34% | 38,109 | -16,865 | -30.7% | -$89.57万 | 减仓 |
| IAU | ISHARES GOLD TR | $194.84万 | 0.33% | 25,803 | -1,945 | -7.0% | -$14.69万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $194.16万 | 0.33% | 13,105 | 13,105 | — | $194.16万 | 新建仓 |
| SFD | SMITHFIELD FOODS INC | $193.20万 | 0.33% | 79,639 | 79,639 | — | $193.20万 | 新建仓 |
| HL | HECLA MINING COMPANY | $192.49万 | 0.33% | 124,750 | 35,152 | 39.2% | $54.24万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $186.25万 | 0.31% | 16,519 | 13,772 | 501.3% | $155.28万 | 加仓 |
| NET | CLOUDFLARE INC | $182.34万 | 0.31% | 7,434 | 1,823 | 32.5% | $44.71万 | 加仓 |
| SGOV | ISHARES TR | $181.50万 | 0.31% | 18,031 | 3,673 | 25.6% | $36.97万 | 加仓 |
| SLV | ISHARES SILVER TR | $178.21万 | 0.30% | 33,328 | -454 | -1.3% | -$2.43万 | 减仓 |
| WFC | WELLS FARGO & CO | $175.69万 | 0.30% | 21,259 | 4,445 | 26.4% | $36.73万 | 加仓 |
| LLY | ELI LILLY & CO | $173.30万 | 0.29% | 1,444 | -50 | -3.3% | -$6.00万 | 减仓 |
| DAN | DANA INC | $172.80万 | 0.29% | 63,508 | 63,508 | — | $172.80万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $172.34万 | 0.29% | 33,046 | 8,769 | 36.1% | $45.73万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $171.58万 | 0.29% | 9,957 | 2,433 | 32.3% | $41.93万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $170.98万 | 0.29% | 5,986 | -731 | -10.9% | -$20.88万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $167.70万 | 0.28% | 1,998 | -1,014 | -33.7% | -$85.11万 | 减仓 |
| WELL | WELLTOWER INC | $166.99万 | 0.28% | 7,353 | 1,996 | 37.3% | $45.33万 | 加仓 |