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Fingerlakes Wealth Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Fingerlakes Wealth Management, Inc.

No.7390 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.86亿
环比变动 Q1 2026
+$3,504.4万+23.2%
持仓股票数
101
新买入
8
加仓
69
减仓
20
清仓
4
持股不变
4
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
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
6.89%6.87%$1,279.6万14.6万股$1,035.6万2.8万股+11.7万股+416.44%加仓
I景顺QQQ信托VOO
5.43%5.28%$1,008.5万1.4万股$795.7万1.4万股-92股-0.67%减仓
V先锋领航全球基金MGV
5.36%5.36%$995.8万6.1万股$807.7万5.6万股+5,203股+9.34%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
4.78%4.75%$888.5万26.3万股$715.9万24.6万股+1.7万股+6.84%加仓
苹果AAPL
4.77%5.17%$887.1万3.1万股$779.5万3.1万股-58股-0.19%减仓
SSPDR行业精选信托XLK
4.63%3.97%$861.2万4.5万股$598.2万4.5万股+187股+0.42%加仓
V先锋领航全球基金VGT
3.62%3.2%$672.5万5.6万股$482.4万6,914股+4.9万股+713.77%加仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
3%2.63%$557.9万2.0万股$397.3万1.9万股+440股+2.30%加仓
G通用动力VTI
2.94%3.16%$545.9万1.5万股$476.8万1.5万股-110股-0.74%减仓
SSPDR道富指数基金QWLD
2.74%2.95%$508.5万3.3万股$444.6万3.1万股+2,413股+7.77%加仓
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS
2.42%2.34%$449.7万3.3万股$353.5万3.0万股+3,214股+10.65%加仓
IINVESCO ESG NASDAQ 100 ETFQQMG
2.34%2.12%$434.3万8.5万股$320.2万8.1万股+3,837股+4.74%加仓
应用材料AMAT
2.14%1.24%$397.7万5,501股$187.6万5,489股+12股+0.22%加仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
1.9%2.09%$353.1万6,760股$315.6万6,813股-53股-0.78%减仓
微软MSFT
1.79%2.18%$332.3万8,909股$329.1万8,891股+18股+0.20%加仓
V先锋领航全球基金ESGV
1.75%1.69%$325.8万2.5万股$254.4万2.3万股+1,975股+8.72%加仓
IiShares安硕信托DSI
1.73%1.7%$321.6万2.3万股$256.6万2.1万股+1,413股+6.67%加仓
IiShares安硕·MSCI ACWI ETFTOK
1.67%1.65%$310.6万2.0万股$248.2万1.9万股+1,343股+7.15%加仓
V先锋领航指数基金VOT
1.67%1.62%$310.2万1.0万股$243.7万9,471股+657股+6.94%加仓
IiShares安硕信托ITOT
1.59%1.62%$295.2万1.8万股$244.5万1.7万股+747股+4.32%加仓
DDBX ETF信托USSG
1.49%1.52%$276.4万4.0万股$228.6万3.8万股+1,494股+3.90%加仓
IiShares安硕信托IWY
1.48%1.4%$275.2万9,468股$210.4万8,457股+1,011股+11.95%加仓
V先锋领航·MIDVO
1.44%1.59%$268.3万3.3万股$239.7万8,348股+2.5万股+298.87%加仓
IiShares安硕信托DGRO
1.39%1.45%$258.3万3.4万股$219.2万3.1万股+2,839股+9.09%加仓
IiShares安硕信托IVV
1.27%1.36%$236.0万3,152股$205.3万3,143股+9股+0.29%加仓
伯克希尔哈撒韦BRK.B
1.23%1.47%$228.7万4,570股$221.9万4,630股-60股-1.30%减仓
SSPDR道富系列信托SPTM
1.2%1.33%$223.5万2.5万股$201.0万2.5万股-812股-3.19%减仓
V先锋领航国际股票指数基金VT
1.18%1.28%$218.7万1.4万股$192.8万1.4万股-7股-0.05%减仓
SSPDR标普500 ETFSPY
1.01%1.08%$187.8万2,514股$163.2万2,509股+5股+0.20%加仓
V先锋领航·FTSEVEA
0.98%0.9%$182.4万2.6万股$136.2万2.1万股+4,344股+20.44%加仓
谷歌AGOOGL
0.86%0.83%$160.1万4,480股$125.4万4,361股+119股+2.73%加仓
S道富SPMD
0.79%0.85%$146.6万2.2万股$127.7万2.2万股+134股+0.62%加仓
N新纪元能源NEE
0.79%1.02%$146.3万1.7万股$153.7万1.7万股+116股+0.70%加仓
V先锋领航指数基金VOO
0.78%0.84%$145.5万2,119股$126.2万2,113股+6股+0.28%加仓
LOWES COS COMLOW
0.78%1.04%$145.1万6,581股$157.0万6,645股-64股-0.96%减仓
AAlphabet Inc Class CGOOG
0.77%0.78%$142.3万4,026股$117.0万4,079股-53股-1.30%减仓
礼来LLY
0.68%0.64%$127.1万1,059股$96.4万1,048股+11股+1.05%加仓
S道富SPYM
0.68%0.73%$126.3万1.4万股$109.8万1.4万股+28股+0.20%加仓
卡特彼勒CAT
0.66%0.54%$122.6万1,151股$81.7万1,153股-2股-0.17%减仓
CSX铁路CSX
0.66%0.7%$122.2万2.6万股$105.3万2.6万股+62股+0.24%加仓
FIFTH THIRD BANCORP COMFITB
0.62%0.55%$116.0万2.1万股$82.9万1.8万股+3,096股+17.55%加仓
V先锋领航指数基金VBK
0.62%0.52%$114.9万3,142股$78.6万2,601股+541股+20.80%加仓
SSPDR道富系列信托SPYG
0.61%0.64%$113.4万9,534股$95.9万9,799股-265股-2.70%减仓
家得宝HD
0.56%0.64%$104.3万2,956股$97.0万2,948股+8股+0.27%加仓
V先锋领航指数基金VUG
0.55%0.57%$101.8万1.2万股$86.5万1,981股+9,838股+496.62%加仓
亚马逊AMZN
0.47%0.51%$88.2万3,699股$76.7万3,685股+14股+0.38%加仓
NNUSHARES ETF TRNUMV
0.45%0.49%$83.2万1.9万股$74.2万1.9万股+1股+0.01%加仓
F第一信托·USTQTEC
0.44%0.35%$82.4万2,461股$53.2万2,463股-2股-0.08%减仓
V先锋领航白厅基金VYM
0.44%0.51%$82.1万5,197股$76.9万5,190股+7股+0.13%加仓
IiShares安硕信托MTUM
0.44%0.36%$81.5万2,378股$54.6万2,274股+104股+4.57%加仓

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