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 |
|---|---|---|---|---|---|---|---|---|
| KOMP | SPDR SERIES TRUST | $20.78万 | 0.10% | 3,553 | -115 | -3.1% | -$6,725 | 减仓 |
| IYW | ISHARES TR | $20.66万 | 0.10% | 1,139 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $20.62万 | 0.10% | 664 | -107 | -13.9% | -$3.32万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.52万 | 0.10% | 758 | -7 | -0.9% | -$1,895 | 减仓 |
| ITOT | ISHARES TR | $20.48万 | 0.10% | 1,438 | -108 | -7.0% | -$1.54万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $20.38万 | 0.10% | 1,232 | 1,232 | — | $20.38万 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $20.23万 | 0.10% | 1,726 | -29 | -1.7% | -$3,398 | 减仓 |
| FSK | FS KKR CAP CORP | $17.56万 | 0.09% | 17,249 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $13.17万 | 0.07% | 10,527 | 10,527 | — | $13.17万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -1,129 | -100.0% | -$55.34万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,586 | -100.0% | -$25.53万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,028 | -100.0% | -$23.07万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -2,616 | -100.0% | -$22.81万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,140 | -100.0% | -$20.07万 | 清仓 |