Frederick Financial Consultants, LLC
FREDERICK MD · SEC CIK 0002055328
$2.01亿2026Q1 申报市值
109持仓数
53.3%前十大占比 · 第一大 7.4%
8 / 5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
FEDERATED HERMES 新建仓+$1,276.54万
FSCC 新建仓+$1,092.11万
FV 加仓+$47.32万
SGOV 加仓+$46.34万
BRK/B 新建仓+$28.18万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$112.79万
AMP 清仓-$55.34万
NVDA 减仓-$53.59万
GLD 减仓-$35.03万
AIRR 减仓-$32.80万
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 |
|---|---|---|---|---|---|---|---|---|
| — | PROSHARES TR | $366.17万 | 1.82% | 71,035 | -2,785 | -3.8% | -$14.36万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $383.48万 | 1.91% | 43,350 | -273 | -0.6% | -$2.41万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $406.17万 | 2.02% | 12,671 | -2 | -0.0% | -$641 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $423.18万 | 2.11% | 63,048 | 2,497 | 4.1% | $16.76万 | 加仓 |
| AAPL | APPLE INC | $471.75万 | 2.35% | 18,588 | -4,444 | -19.3% | -$112.79万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $522.42万 | 2.60% | 47,627 | -394 | -0.8% | -$4.32万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $584.86万 | 2.91% | 27,195 | -450 | -1.6% | -$9.68万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $795.24万 | 3.96% | 116,468 | 1,977 | 1.7% | $13.50万 | 加仓 |
| IWF | ISHARES TR | $863.59万 | 4.30% | 20,253 | -225 | -1.1% | -$9.59万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,013.74万 | 5.04% | 300,188 | 3,692 | 1.2% | $12.47万 | 加仓 |
| RWR | SPDR SERIES TRUST | $1,083.36万 | 5.39% | 107,295 | 1,720 | 1.6% | $17.37万 | 加仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $1,092.11万 | 5.43% | 367,839 | 367,839 | — | $1,092.11万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $1,228.57万 | 6.11% | 203,280 | 7,829 | 4.0% | $47.32万 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $1,276.54万 | 6.35% | 491,754 | 491,754 | — | $1,276.54万 | 新建仓 |
| — | SPDR SERIES TRUST | $1,283.57万 | 6.39% | 150,057 | -3,372 | -2.2% | -$28.84万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1,483.73万 | 7.38% | 133,935 | -2,961 | -2.2% | -$32.80万 | 减仓 |