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FLP Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

FLP Wealth Management, LLC

No.9496 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5,623.0万
环比变动 Q1 2026
+$1,398.6万+33.1%
持仓股票数
65
新买入
25
加仓
25
减仓
14
清仓
22
持股不变
1
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
沃尔玛WMT
11.09%11.38%$623.5万5.5万股$480.9万4.3万股+1.2万股+27.54%加仓
CCAPITOL SER TRSCEC
4.83%4.62%$271.8万10.9万股$195.0万7.7万股+3.2万股+41.17%加仓
IiShares安硕信托IWY
4.06%3.95%$228.2万7,852股$166.7万6,019股+1,833股+30.45%加仓
SSTERLING CAP FDSSCNM
4.05%$228.0万9.1万股$00股+9.1万股新买入
AABRDN SILVER ETF TRUSTSIVR
4.02%7.94%$226.1万4.0万股$335.4万5.0万股-9,375股-18.91%减仓
J骏利Detroit策略信托JMBS
3.98%$224.0万5.0万股$00股+5.0万股新买入
IiShares安硕·7-10YRIEF
3.17%3.91%$178.1万1.9万股$165.4万1.7万股+1,631股+9.48%加仓
SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS
3.07%4.65%$172.4万5.7万股$196.4万5.9万股-2,338股-3.93%减仓
S道富SPYM
3.05%$171.7万2.0万股$00股+2.0万股新买入
SSTERLING CAP FDSSCEP
2.72%$152.7万6.1万股$00股+6.1万股新买入
IiShares安硕信托IWX
2.66%2.32%$149.7万1.4万股$98.0万1.1万股+3,573股+33.50%加仓
PPIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUNDZROZ
2.48%1.94%$139.7万2.2万股$81.9万1.3万股+9,041股+70.89%加仓
IiShares安硕信托GVI
2.31%5.12%$129.6万1.2万股$216.3万2.0万股-8,149股-40.35%减仓
B贝莱德ETF信托DYNF
2.28%2.18%$128.3万1.9万股$92.0万1.5万股+3,745股+24.76%加仓
SSTERLING CAP FDSSCMC
2.27%$127.8万5.1万股$00股+5.1万股新买入
IiShares安硕信托IEI
2.04%2.57%$114.6万9,758股$108.6万9,096股+662股+7.28%加仓
IiShares安硕信托IUSB
1.9%1.45%$106.8万2.3万股$61.4万1.3万股+9,946股+75.35%加仓
IiShares安硕信托IVW
1.82%1.79%$102.3万7,440股$75.5万6,124股+1,316股+21.49%加仓
IiShares安硕IEMG
1.81%2.29%$101.6万1.2万股$96.6万1.4万股-2,109股-14.68%减仓
IiShares安硕信托EFV
1.77%2.13%$99.6万1.3万股$90.0万1.3万股+407股+3.23%加仓
B贝莱德ETF信托CORO
1.64%$92.2万2.5万股$00股+2.5万股新买入
I景顺交易所交易基金IIPZA
1.54%0.84%$86.3万3.7万股$35.7万1.5万股+2.1万股+138.72%加仓
IiShares安硕信托GJS
1.53%$86.1万3.8万股$00股+3.8万股新买入
IiShares安硕信托EFG
1.45%1.63%$81.4万6,539股$69.0万6,054股+485股+8.01%加仓
iShares安硕·MBSACGL
1.35%1.16%$75.7万8,011股$49.1万5,158股+2,853股+55.31%加仓
IiShares安硕信托IWS
1.24%1.22%$69.7万4,232股$51.6万3,656股+576股+15.75%加仓
IiShares安硕·S&PIVE
1.2%1.53%$67.3万2,962股$64.7万3,052股-90股-2.95%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.14%$64.0万4,031股$00股+4,031股新买入
IiShares安硕信托IVV
1.12%0.52%$63.1万843股$21.8万318股+525股+165.09%加仓
B贝莱德ETF信托IALT
1.12%$63.1万2.2万股$00股+2.2万股新买入
SSPDR行业精选信托XLU
1.08%$60.5万1.3万股$00股+1.3万股新买入
SSPDR行业精选信托XLP
1.05%$59.2万7,127股$00股+7,127股新买入
苹果AAPL
1.03%1.17%$57.7万1,994股$49.5万1,820股+174股+9.56%加仓
IiShares安硕信托MTUM
1%0.54%$56.4万1,645股$22.7万906股+739股+81.57%加仓
B贝莱德·ETF TRUST IIGGOV
0.8%$45.2万8,993股$00股+8,993股新买入
IiShares安硕·MSCIQUAL
0.79%2.27%$44.4万2,025股$95.9万4,829股-2,804股-58.07%减仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.76%0.97%$42.6万5,691股$41.0万5,742股-51股-0.89%减仓
V先锋领航斯科茨代尔基金VTWO
0.72%0.63%$40.4万3,330股$26.7万2,686股+644股+23.98%加仓
IiShares安硕信托ITB
0.71%0.59%$40.0万3,830股$25.0万2,601股+1,229股+47.25%加仓
CASEYS GEN STORESCASY
0.71%0.65%$39.7万500股$27.6万500股00.00%持仓不变
B贝莱德ETF信托THRO
0.7%0.75%$39.1万9,067股$31.9万8,269股+798股+9.65%加仓
B贝莱德ETF信托BAI
0.7%0.62%$39.1万7,413股$26.1万7,852股-439股-5.59%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.69%$38.6万4,396股$00股+4,396股新买入
IiShares安硕信托REZ
0.68%$38.0万4,015股$00股+4,015股新买入
SSPDR标普500 ETFSPY
0.67%1.13%$37.9万508股$47.5万697股-189股-27.12%减仓
ROCKET COS COM CL ARKT
0.67%0.7%$37.7万2.4万股$29.5万1.5万股+8,684股+57.03%加仓
亚马逊AMZN
0.6%0.74%$34.0万1,426股$31.2万1,351股+75股+5.55%加仓
V先锋领航指数基金VUG
0.58%1.13%$32.8万3,804股$47.8万979股+2,825股+288.56%加仓
V先锋领航斯科茨代尔基金VGIT
0.57%$32.0万5,425股$00股+5,425股新买入
SSPDR道富系列信托SPTL
0.56%2.93%$31.5万1.2万股$123.6万4.7万股-3.5万股-74.27%减仓

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