Flagship Private Wealth, LLC 13F 持仓 · 2026年Q2
Flagship Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 115 只证券，申报市值合计 2.83 亿美元。前几大持仓：IVV（12.94%）、SPY（6.26%）、IOO（5.25%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $36.6M | 12.94% | 48,888 | 增持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $17.7M | 6.26% | 23,725 | 减持 |
| 3 | IOO | ISHARES TR | $14.9M | 5.25% | 108,754 | 减持 |
| 4 | QQQ | INVESCO QQQ TR | $12.2M | 4.31% | 16,560 | 减持 |
| 5 | QUAL | ISHARES TR | $11.2M | 3.97% | 51,134 | 增持 |
| 6 | USMV | ISHARES TR | $10.0M | 3.54% | 103,914 | 增持 |
| 7 | ITOT | ISHARES TR | $9.6M | 3.40% | 58,552 | 增持 |
| 8 | VGT | VANGUARD WORLD FD | $9.5M | 3.36% | 79,614 | 增持 |
| 9 | IJH | ISHARES TR | $9.4M | 3.31% | 121,421 | 增持 |
| 10 | SPHQ | INVESCO EXCHANGE TRADED FD T | $9.4M | 3.31% | 103,895 | 增持 |
| 11 | SGOV | ISHARES TR | $8.4M | 2.98% | 83,827 | 增持 |
| 12 | IXN | ISHARES TR | $6.9M | 2.44% | 47,737 | 减持 |
| 13 | MINT | PIMCO ETF TR | $6.4M | 2.27% | 63,698 | 增持 |
| 14 | VTI | VANGUARD INDEX FDS | $6.3M | 2.23% | 17,059 | 减持 |
| 15 | MGK | VANGUARD WORLD FD | $5.6M | 1.98% | 63,846 | 增持 |
| 16 | IUSG | ISHARES TR | $5.5M | 1.93% | 28,999 | 增持 |
| 17 | AGG | ISHARES TR | $4.9M | 1.75% | 49,901 | 减持 |
| 18 | SHY | ISHARES TR | $4.3M | 1.52% | 52,264 | 增持 |
| 19 | SMLF | ISHARES TR | $4.2M | 1.47% | 46,696 | 增持 |
| 20 | GLD | SPDR GOLD TR | $4.1M | 1.45% | 11,135 | 增持 |
| 21 | QQQM | INVESCO EXCH TRADED FD TR II | $3.7M | 1.32% | 12,342 | 增持 |
| 22 | LQD | ISHARES TR | $3.5M | 1.23% | 31,899 | 减持 |
| 23 | XLV | SELECT SECTOR SPDR TR | $3.5M | 1.23% | 21,919 | 增持 |
| 24 | VXF | VANGUARD INDEX FDS | $2.8M | 0.99% | 11,367 | 减持 |
| 25 | PDI | PIMCO DYNAMIC INCOME FD | $2.6M | 0.94% | 158,534 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR