13FBOX
Flagship Private Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Flagship Private Wealth, LLC

No.5966 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.83亿
环比变动 Q1 2026
+$3,653.6万+14.8%
持仓股票数
115
新买入
13
加仓
52
减仓
37
清仓
5
持股不变
13
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
IiShares安硕信托IVV
12.94%12.8%$3,661.1万4.9万股$3,152.7万4.8万股+623股+1.29%加仓
SSPDR标普500 ETFSPY
6.26%6.58%$1,771.7万2.4万股$1,621.6万2.5万股-1,209股-4.85%减仓
IiShares安硕信托IOO
5.25%5.53%$1,485.6万10.9万股$1,361.3万11.3万股-3,776股-3.36%减仓
I景顺QQQ信托VOO
4.31%4.06%$1,219.5万1.7万股$999.6万1.7万股-759股-4.38%减仓
IiShares安硕·MSCIQUAL
3.97%3.86%$1,122.0万5.1万股$950.8万5.0万股+1,566股+3.16%加仓
IiShares安硕信托USMV
3.54%3.9%$1,002.3万10.4万股$960.7万10.4万股+319股+0.31%加仓
IiShares安硕信托ITOT
3.4%3.3%$961.8万5.9万股$813.7万5.7万股+1,422股+2.49%加仓
V先锋领航全球基金VGT
3.36%3.08%$951.5万8.0万股$758.2万1.1万股+6.9万股+632.62%加仓
IiShares安硕·COREIJH
3.31%3.3%$936.3万12.1万股$813.6万12.0万股+941股+0.78%加仓
I景顺·S&PSPHQ
3.31%3.15%$936.1万10.4万股$774.8万10.3万股+844股+0.82%加仓
IiShares安硕信托SGOV
2.98%3.37%$843.9万8.4万股$829.8万8.2万股+1,394股+1.69%加仓
IiShares安硕信托IXN
2.44%2.01%$689.7万4.8万股$495.1万5.0万股-1,789股-3.61%减仓
PPIMCO太平洋投资管理ETFMINT
2.27%2.48%$642.1万6.4万股$610.6万6.1万股+2,979股+4.91%加仓
G通用动力VTI
2.23%2.3%$631.3万1.7万股$565.6万1.8万股-570股-3.23%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
1.98%1.94%$561.3万6.4万股$476.8万1.3万股+5.1万股+392.03%加仓
IiShares安硕·S&PIUSG
1.93%1.76%$545.5万2.9万股$434.4万2.8万股+991股+3.54%加仓
IiShares安硕信托AGG
1.75%2.03%$493.9万5.0万股$500.5万5.0万股-521股-1.03%减仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
1.52%1.65%$429.1万5.2万股$406.8万4.9万股+2,991股+6.07%加仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
1.47%1.37%$416.3万4.7万股$338.3万4.5万股+1,884股+4.20%加仓
SSPDR黄金信托GLD
1.45%1.93%$410.2万1.1万股$475.0万1.1万股+97股+0.88%加仓
I景顺·NASDAQ 100 ETFQQQM
1.32%1.14%$373.9万1.2万股$281.4万1.2万股+501股+4.23%加仓
IiShares安硕信托LQD
1.23%1.52%$347.9万3.2万股$374.2万3.4万股-2,438股-7.10%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.23%1.29%$347.8万2.2万股$317.3万2.2万股+278股+1.28%加仓
V先锋领航指数基金VXF
0.99%0.95%$279.9万1.1万股$234.5万1.1万股-27股-0.24%减仓
PIMCO·DYNAMIC INCOMEPDI
0.94%1.06%$264.8万15.9万股$259.9万15.2万股+6,618股+4.36%加仓
IISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETFBALI
0.93%0.73%$262.6万7.8万股$180.1万5.8万股+1.9万股+32.84%加仓
IiShares安硕信托IXUS
0.85%0.82%$239.4万2.5万股$201.9万2.3万股+1,777股+7.62%加仓
IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR
0.76%1%$215.0万4.3万股$246.6万4.9万股-6,305股-12.87%减仓
SSPDR行业精选信托XLU
0.74%0.87%$208.4万4.6万股$214.3万4.7万股-739股-1.58%减仓
PPIMCO太平洋投资管理ETFMUNI
0.71%0.92%$201.6万3.8万股$227.7万4.4万股-5,309股-12.17%减仓
IiShares安硕·COREIJR
0.62%0.6%$176.3万1.2万股$148.6万1.2万股-65股-0.54%减仓
V先锋领航·S&P SMALL-CAP 600 ETFIVOO
0.58%0.57%$164.4万1.2万股$140.7万1.2万股-298股-2.43%减仓
S道富SPYV
0.57%0.61%$159.9万2.6万股$150.4万2.7万股-272股-1.02%减仓
S道富SPYM
0.55%0.51%$155.6万1.8万股$126.6万1.7万股+1,165股+7.04%加仓
IiShares安硕信托IVW
0.55%0.52%$155.0万1.1万股$127.5万1.1万股00.00%持仓不变
AAST SPACEMOBILE COM CL AASTS
0.51%0.51%$144.8万1.6万股$124.6万1.5万股+1,251股+8.32%加仓
AAlphabet Inc Class CGOOG
0.5%0.46%$141.1万3,992股$114.5万3,992股00.00%持仓不变
I景顺交易所交易基金信托RSP
0.49%0.43%$138.8万6,525股$106.5万5,549股+976股+17.59%加仓
IiShares安硕·RUSSELLIWF
0.48%0.48%$137.0万1.1万股$117.6万2,757股+8,278股+300.25%加仓
J摩根大通交易所交易基金JEPI
0.47%$132.8万2.4万股$00股+2.4万股新买入
S道富SPAB
0.46%0.58%$130.4万5.1万股$142.6万5.6万股-4,594股-8.25%减仓
IISHARES FUTURE AI & TECHETFARTY
0.46%0.28%$130.1万1.7万股$69.6万1.5万股+2,125股+14.20%加仓
V先锋领航指数基金VUG
0.46%0.46%$129.0万1.5万股$113.2万2,591股+1.2万股+477.85%加仓
IiShares安硕信托GVI
0.45%0.49%$128.3万1.2万股$120.5万1.1万股+566股+4.99%加仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.45%0.5%$126.9万1.7万股$122.2万1.7万股+230股+1.38%加仓
IiShares安硕信托MTUM
0.44%0.39%$124.2万3,624股$94.9万3,953股-329股-8.32%减仓
B贝莱德ETF信托DYNF
0.43%0.25%$120.9万1.8万股$61.3万1.1万股+7,241股+68.77%加仓
IiShares安硕·RUSSELLIWM
0.41%0.39%$117.1万3,897股$95.1万3,833股+64股+1.67%加仓
谷歌AGOOGL
0.41%0.38%$117.0万3,273股$93.9万3,267股+6股+0.18%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.41%0.24%$116.8万1.1万股$58.6万6,029股+5,216股+86.52%加仓

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