13FBOX
Falcon Wealth Planning · 13F 持仓分析
期权收益计算器 机构排行

Falcon Wealth Planning

No.2067 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$15.84亿
环比变动 Q1 2026
+$1.16亿+7.9%
持仓股票数
244
新买入
26
加仓
87
减仓
108
清仓
18
持股不变
23
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
A美国世纪ETF信托AVLV
11.96%10.82%$1.90亿207.8万股$1.59亿197.1万股+10.7万股+5.43%加仓
KKARMANKRMN
8.1%14.01%$1.28亿256.9万股$2.06亿256.9万股-9股-0.00%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
6.65%5.85%$1.05亿119.8万股$8,588.4万23.4万股+96.5万股+412.75%加仓
苹果AAPL
5.12%4.88%$8,115.2万28.0万股$7,160.9万28.2万股-1,707股-0.60%减仓
I景顺QQQ信托VOO
4.84%4.11%$7,667.2万10.4万股$6,028.0万10.4万股-321股-0.31%减仓
F富达·MERRIMACK STR TRFBND
4.69%4.68%$7,436.4万163.5万股$6,868.3万150.6万股+12.9万股+8.58%加仓
DDimensional维度ETF信托DFIV
4.4%4.53%$6,976.2万129.1万股$6,647.4万125.9万股+3.2万股+2.54%加仓
PPIMCO太平洋投资管理ETFPYLD
4.24%4.23%$6,708.9万253.0万股$6,205.8万236.9万股+16.1万股+6.80%加仓
B贝莱德·ETF TRUST IIBINC
4.21%4.23%$6,661.3万127.3万股$6,202.2万119.4万股+7.8万股+6.56%加仓
A美国世纪ETF信托AVEM
3.86%3.3%$6,107.6万63.3万股$4,838.9万60.1万股+3.2万股+5.41%加仓
V先锋领航斯科茨代尔基金VGSH
3.79%3.87%$6,009.9万103.3万股$5,673.7万96.9万股+6.3万股+6.54%加仓
WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG
3.3%3.08%$5,232.5万99.9万股$4,517.9万93.8万股+6.1万股+6.46%加仓
V先锋领航指数基金VNQ
2.82%2.67%$4,469.3万46.3万股$3,925.4万44.3万股+2.1万股+4.73%加仓
AAvantis·U SAVUV
2.13%1.96%$3,377.2万27.1万股$2,872.8万26.0万股+1.1万股+4.09%加仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
2.06%1.76%$3,265.4万18.3万股$2,583.5万17.9万股+4,302股+2.41%加仓
AAvantis US Small Cap Value ETFAVDV
1.74%1.79%$2,756.1万26.7万股$2,621.3万26.2万股+4,961股+1.89%加仓
F第一信托交易所交易基金IIIFPE
1.73%1.83%$2,744.0万153.5万股$2,688.1万151.4万股+2.0万股+1.34%加仓
A美国世纪ETF信托AVMV
1.66%1.61%$2,632.9万32.7万股$2,361.6万31.8万股+8,567股+2.69%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
1.4%1.28%$2,216.2万15.1万股$1,874.3万14.6万股+5,080股+3.47%加仓
V先锋领航指数基金VUG
1.36%1.2%$2,154.4万25.0万股$1,766.3万4.0万股+21.0万股+518.48%加仓
V先锋领航指数基金VTV
1.27%1.25%$2,015.5万9.2万股$1,836.5万9.4万股-1,117股-1.19%减仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
1.02%0.96%$1,613.2万40.1万股$1,407.7万41.6万股-1.5万股-3.50%减仓
英伟达NVDA
0.81%0.72%$1,279.2万6.4万股$1,061.3万6.1万股+3,079股+5.06%加仓
好市多COST
0.69%0.68%$1,100.5万1.2万股$1,000.3万1.0万股+1,725股+17.18%加仓
AAlphabet Inc Class CGOOG
0.63%0.48%$999.8万2.8万股$710.6万2.5万股+3,523股+14.22%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.46%0.48%$733.9万3.7万股$710.2万3.9万股-1,400股-3.63%减仓
IiShares安硕·S&PIVE
0.39%0.4%$617.1万2.7万股$593.3万2.8万股-919股-3.27%减仓
微软MSFT
0.38%0.39%$608.9万1.6万股$577.1万1.6万股+735股+4.71%加仓
亚马逊AMZN
0.36%0.35%$570.8万2.4万股$514.0万2.5万股-728股-2.95%减仓
IiShares安硕信托IWS
0.33%0.26%$530.2万3.2万股$380.3万2.6万股+6,117股+23.44%加仓
特斯拉TSLA
0.33%0.34%$523.0万1.2万股$500.1万1.3万股-1,019股-7.57%减仓
I景顺交易所交易基金IIIDHQ
0.3%0.27%$469.8万10.7万股$393.9万11.1万股-3,877股-3.48%减仓
V先锋领航·SMALLVBR
0.28%0.28%$445.8万1.8万股$416.0万1.9万股-802股-4.19%减仓
美光科技MU
0.27%0.14%$431.9万3,742股$202.6万5,998股-2,256股-37.61%减仓
谷歌AGOOGL
0.27%0.24%$420.6万1.2万股$348.0万1.2万股-332股-2.74%减仓
B纽约梅隆银行BK
0.26%0.23%$416.6万2.9万股$341.8万2.9万股-9股-0.03%减仓
摩根大通JPM
0.25%0.24%$393.0万1.2万股$355.8万1.2万股-91股-0.75%减仓
IiShares安硕IEMG
0.24%0.24%$385.7万4.7万股$346.6万5.0万股-3,133股-6.30%减仓
AVANTIS INTLNGG
0.24%0.25%$385.4万4.3万股$369.9万4.4万股-397股-0.91%减仓
V先锋领航·FTSEVEA
0.24%0.18%$383.2万5.4万股$260.9万4.1万股+1.3万股+32.07%加仓
V先锋领航指数基金VBK
0.24%0.22%$381.7万1.0万股$320.8万1.1万股-175股-1.65%减仓
G通用动力VTI
0.23%0.21%$359.9万9,725股$305.4万9,520股+205股+2.15%加仓
SSTATE STREET SPDR DOW JONES REIT ETFRWR
0.21%0.19%$336.7万3.0万股$285.5万2.8万股+1,524股+5.39%加仓
FIRST INTST BANCSYSTEMFIBK
0.21%0.2%$334.4万9.2万股$298.2万8.8万股+3,243股+3.67%加仓
V先锋领航·FSTEVWO
0.21%0.2%$328.0万5.5万股$300.3万5.6万股-618股-1.11%减仓
I景顺·NASDAQ 100 ETFQQQM
0.2%0.15%$322.2万1.1万股$225.6万9,492股+1,144股+12.05%加仓
IiShares安硕信托IVV
0.2%0.18%$317.3万4,237股$270.8万4,145股+92股+2.22%加仓
Meta平台META
0.19%0.22%$301.6万5,355股$321.9万5,626股-271股-4.82%减仓
WWISDOMTREE INTERNATIONALEQUITY FUNDDWM
0.19%0.06%$296.9万4.1万股$81.4万1.2万股+2.9万股+248.17%加仓
V先锋领航指数基金VOO
0.18%0.17%$290.0万4,223股$256.7万4,295股-72股-1.68%减仓

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