FLP Wealth Management, LLC
BENTONVILLE AR · SEC CIK 0002052024
$4,852.97万2026Q1 申报市值
53持仓数
47.9%前十大占比 · 第一大 11.5%
17 / 22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
JMBS 新建仓+$432.57万
SCNM 新建仓+$174.38万
SCEP 新建仓+$136.35万
SCMC 新建仓+$104.00万
SPYM 新建仓+$84.00万
2026Q1 卖出最多 按季末市值估算
SIVR 减仓-$174.66万
MUB 减仓-$113.35万
PHYS 减仓-$103.15万
SHY 清仓-$65.53万
OEF 清仓-$52.55万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $557.21万 | 11.48% | 44,835 | 1,673 | 3.9% | $20.79万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $432.57万 | 8.91% | 95,743 | 95,743 | — | $432.57万 | 新建仓 |
| — | CAPITOL SER TR | $228.24万 | 4.70% | 90,985 | 14,080 | 18.3% | $35.32万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $180.45万 | 3.72% | 25,199 | -24,391 | -49.2% | -$174.66万 | 减仓 |
| IEF | ISHARES TR | $178.04万 | 3.67% | 18,655 | 1,458 | 8.5% | $13.92万 | 加仓 |
| SCNM | STERLING CAP FDS | $174.38万 | 3.59% | 70,146 | 70,146 | — | $174.38万 | 新建仓 |
| IWY | ISHARES TR | $170.60万 | 3.52% | 6,856 | 837 | 13.9% | $20.83万 | 加仓 |
| SCEP | STERLING CAP FDS | $136.35万 | 2.81% | 57,845 | 57,845 | — | $136.35万 | 新建仓 |
| ZROZ | PIMCO ETF TR | $136.13万 | 2.81% | 21,267 | 8,514 | 66.8% | $54.50万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $128.23万 | 2.64% | 48,757 | 2,075 | 4.4% | $5.46万 | 加仓 |
| IEI | ISHARES TR | $114.03万 | 2.35% | 9,615 | 519 | 5.7% | $6.16万 | 加仓 |
| IWX | ISHARES TR | $109.08万 | 2.25% | 11,771 | 1,106 | 10.4% | $10.25万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $107.62万 | 2.22% | 30,368 | -29,106 | -48.9% | -$103.15万 | 减仓 |
| SCMC | STERLING CAP FDS | $104.00万 | 2.14% | 41,599 | 41,599 | — | $104.00万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $102.24万 | 2.11% | 17,573 | 2,450 | 16.2% | $14.25万 | 加仓 |
| MUB | ISHARES TR | $101.01万 | 2.08% | 9,516 | -10,678 | -52.9% | -$113.35万 | 减仓 |
| EFV | ISHARES TR | $93.07万 | 1.92% | 12,518 | -92 | -0.7% | -$6,840 | 减仓 |
| IEMG | ISHARES INC | $90.50万 | 1.86% | 12,975 | -1,393 | -9.7% | -$9.72万 | 减仓 |
| IVW | ISHARES TR | $84.92万 | 1.75% | 7,508 | 1,384 | 22.6% | $15.65万 | 加仓 |
| QUAL | ISHARES TR | $84.40万 | 1.74% | 4,400 | -429 | -8.9% | -$8.23万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $84.00万 | 1.73% | 10,974 | 10,974 | — | $84.00万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $80.16万 | 1.65% | 10,960 | 5,218 | 90.9% | $38.16万 | 加仓 |
| IVE | ISHARES TR | $76.19万 | 1.57% | 3,608 | 556 | 18.2% | $11.74万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $72.90万 | 1.50% | 31,724 | 16,348 | 106.3% | $37.57万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $71.96万 | 1.48% | 22,382 | 22,382 | — | $71.96万 | 新建仓 |
| GOVT | ISHARES TR | $67.82万 | 1.40% | 29,603 | 29,603 | — | $67.82万 | 新建仓 |
| IUSB | ISHARES TR | $64.65万 | 1.33% | 13,998 | 798 | 6.0% | $3.69万 | 加仓 |
| EFG | ISHARES TR | $63.82万 | 1.32% | 5,731 | -323 | -5.3% | -$3.60万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $60.05万 | 1.24% | 13,086 | 13,086 | — | $60.05万 | 新建仓 |
| MBB | ISHARES TR | $59.17万 | 1.22% | 6,232 | 1,074 | 20.8% | $10.20万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $58.07万 | 1.20% | 3,961 | 3,961 | — | $58.07万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $57.23万 | 1.18% | 6,981 | 6,981 | — | $57.23万 | 新建仓 |
| IWS | ISHARES TR | $56.81万 | 1.17% | 3,898 | 242 | 6.6% | $3.53万 | 加仓 |
| AAPL | APPLE INC | $50.06万 | 1.03% | 1,972 | 152 | 8.4% | $3.86万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $48.27万 | 0.99% | 9,294 | -1,006 | -9.8% | -$5.22万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $42.46万 | 0.87% | 972 | -7 | -0.7% | -$3,058 | 减仓 |
| BIL | SPDR SERIES TRUST | $41.73万 | 0.86% | 4,554 | 4,554 | — | $41.73万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $37.14万 | 0.77% | 7,310 | 7,310 | — | $37.14万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $36.39万 | 0.75% | 500 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $35.97万 | 0.74% | 9,931 | 1,662 | 20.1% | $6.02万 | 加仓 |
| ITB | ISHARES TR | $34.01万 | 0.70% | 3,756 | 1,155 | 44.4% | $10.46万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $33.40万 | 0.69% | 6,950 | 6,950 | — | $33.40万 | 新建仓 |
| REZ | ISHARES TR | $33.11万 | 0.68% | 3,979 | 3,979 | — | $33.11万 | 新建仓 |
| RKT | ROCKET COS INC | $32.69万 | 0.67% | 22,942 | 7,716 | 50.7% | $11.00万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $29.99万 | 0.62% | 5,036 | 5,036 | — | $29.99万 | 新建仓 |
| AMZN | AMAZON COM INC | $29.65万 | 0.61% | 1,423 | 72 | 5.3% | $1.50万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $29.55万 | 0.61% | 2,950 | 264 | 9.8% | $2.64万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $29.02万 | 0.60% | 8,809 | 957 | 12.2% | $3.15万 | 加仓 |
| IVV | ISHARES TR | $27.19万 | 0.56% | 416 | 98 | 30.8% | $6.41万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.62万 | 0.53% | 394 | -303 | -43.5% | -$19.71万 | 减仓 |
| XHB | SPDR SERIES TRUST | $25.31万 | 0.52% | 2,564 | 177 | 7.4% | $1.75万 | 加仓 |
| SYSB | ISHARES TR | $25.14万 | 0.52% | 2,825 | 2,825 | — | $25.14万 | 新建仓 |
| DE | DEERE & CO | $20.34万 | 0.42% | 361 | 361 | — | $20.34万 | 新建仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -7,912 | -100.0% | -$65.53万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -1,532 | -100.0% | -$52.55万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -8,869 | -100.0% | -$52.09万 | 清仓 |
| XMMO | INVESCO EXCHANGE TRADED FD | $0 | 0.00% | 0 | -2,692 | -100.0% | -$37.28万 | 清仓 |
| IYK | ISHARES TR | $0 | 0.00% | 0 | -5,562 | -100.0% | -$37.22万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -7,566 | -100.0% | -$36.83万 | 清仓 |
| XSMO | INVESCO EXCHANGE TRADED FD | $0 | 0.00% | 0 | -4,981 | -100.0% | -$35.87万 | 清仓 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,108 | -100.0% | -$32.20万 | 清仓 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | -6,314 | -100.0% | -$31.86万 | 清仓 |
| EWY | ISHARES INC | $0 | 0.00% | 0 | -3,214 | -100.0% | -$31.25万 | 清仓 |
| ICLO | INVESCO ACTIVELY MANAGED | $0 | 0.00% | 0 | -10,922 | -100.0% | -$27.91万 | 清仓 |
| FGD | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWT | ISHARES INC | $0 | 0.00% | 0 | -4,125 | -100.0% | -$26.21万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,659 | -100.0% | -$25.73万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,740 | -100.0% | -$24.98万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -2,548 | -100.0% | -$23.99万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -471 | -100.0% | -$22.76万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -572 | -100.0% | -$22.67万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -1,648 | -100.0% | -$21.81万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,738 | -100.0% | -$21.01万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,445 | -100.0% | -$20.87万 | 清仓 |
| DIV | GLOBAL X FDS | $0 | 0.00% | 0 | -11,630 | -100.0% | -$20.14万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -2,079 | -100.0% | -$20.02万 | 清仓 |