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Fingerlakes Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fingerlakes Wealth Management, Inc.
报告期 2026-03-31 · CIK 0001910248
持仓数
97
前50大市值合计
$133.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 91 项
建仓 7
增持 42
减持 41
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
MGK
VANGUARD WORLD FD
+$1.8M
29,206
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.5M
195,093
+17%
增持
MGV
VANGUARD WORLD FD
+$1.4M
40,883
+32%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
22,797
+3%
减持
QQQ
INVESCO QQQ TR
+$933.8K
14,540
-4%
减持
VGT
VANGUARD WORLD FD
+$854.1K
7,597
-2%
减持
AAPL
APPLE INC
-$732.7K
32,429
-2%
减持
FTEC
FIDELITY COVINGTON TRUST
+$651.2K
20,424
-2%
减持
MSFT
MICROSOFT CORP
+$617.0K
5,106
-0%
增持
QWLD
SPDR INDEX SHS FDS
+$615.3K
26,849
+14%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$547.4K
25,645
+11%
增持
IWY
ISHARES TR
+$464.1K
5,599
+29%
增持
QQMG
INVESCO EXCH TRADED FD TR II
+$456.6K
68,155
+2%
减持
VTI
VANGUARD INDEX FDS
+$385.3K
14,786
-1%
增持
VOT
VANGUARD INDEX FDS
+$378.8K
9,427
+0%
建仓
NULG
NUSHARES ETF TR
+$376.5K
4,008
增持
VOO
VANGUARD INDEX FDS
+$352.3K
1,990
+31%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$306.1K
5,128
-2%
增持
DSI
ISHARES TR
+$269.7K
18,886
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$267.3K
11,758
+48%
增持
USSG
DBX ETF TR
+$243.3K
34,992
+1%
减持
ESGV
VANGUARD WORLD FD
+$225.8K
21,403
-1%
增持
AMAT
APPLIED MATLS INC
+$212.5K
5,554
+0%
建仓
IMCB
ISHARES TR
+$208.5K
2,618
增持
SUSA
ISHARES TR
+$208.2K
17,220
+0%
建仓
IUSG
ISHARES TR
+$207.2K
1,378
清仓
PEP
PEPSICO INC
-$203.9K
0
-100%
减持
ESGU
ISHARES TR
+$203.2K
17,691
-2%
建仓
IWR
ISHARES TR
+$201.3K
2,189
减持
LOW
LOWES COS INC
-$200.2K
6,999
-7%
建仓
SPDW
SPDR INDEX SHS FDS
+$200.2K
4,944
增持
DGRO
ISHARES TR
+$198.3K
25,158
+10%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$184.0K
14,030
+0%
增持
IVV
ISHARES TR
+$183.4K
3,085
+0%
减持
SPTM
SPDR SERIES TRUST
+$181.0K
30,612
-1%
减持
SPYG
SPDR SERIES TRUST
+$152.1K
11,660
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$144.7K
2,538
-0%
增持
ORCL
ORACLE CORP
+$140.5K
1,666
+4%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$120.8K
3,084
-0%
减持
VO
VANGUARD INDEX FDS
+$118.3K
8,465
-3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$114.4K
7,083
-1%
减持
NVDA
NVIDIA CORPORATION
+$113.3K
3,393
-13%
减持
VNQ
VANGUARD INDEX FDS
-$110.0K
9,333
-10%
增持
NUMG
NUSHARES ETF TR
+$109.2K
8,757
+19%
增持
GOOG
ALPHABET INC
+$100.4K
4,153
+2%
减持
AMZN
AMAZON COM INC
+$97.3K
3,864
-2%
减持
GOOGL
ALPHABET INC
+$96.4K
4,640
-1%
增持
IWP
ISHARES TR
+$87.7K
4,115
+0%
减持
CSX
CSX CORP
-$83.8K
27,552
-17%
减持
MTUM
ISHARES TR
+$78.3K
2,067
-0%
增持
SPHB
INVESCO EXCH TRADED FD TR II
+$74.7K
3,562
+2%
增持
CAT
CATERPILLAR INC
+$71.0K
1,188
+0%
减持
LLY
ELI LILLY & CO
-$65.9K
1,102
-2%
减持
SPMD
SPDR SERIES TRUST
+$58.9K
23,473
-1%
增持
VBK
VANGUARD INDEX FDS
+$57.7K
2,230
+0%
增持
ESML
ISHARES TR
+$54.3K
17,443
+1%
建仓
—
OXFORD LANE CAP CORP
+$54.1K
12,874
减持
USRT
ISHARES TR
-$51.7K
6,772
-10%
减持
SPYM
SPDR SERIES TRUST
+$51.0K
15,868
-5%
减持
—
EXXON MOBIL CORP
-$48.5K
3,818
-1%
增持
CSCO
CISCO SYS INC
+$45.2K
4,514
+4%
增持
NUMV
NUSHARES ETF TR
+$44.2K
18,438
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$43.5K
1,222
-4%
减持
HD
HOME DEPOT INC
-$43.4K
2,662
-4%
增持
VB
VANGUARD INDEX FDS
+$42.2K
2,617
+0%
建仓
XNROX
NEUBERGER BERMAN REAL ESTATE
+$42.0K
13,028
增持
XLI
SELECT SECTOR SPDR TR
+$41.6K
2,474
+0%
减持
NZAC
SPDR INDEX SHS FDS
+$41.5K
12,345
-2%
增持
FREL
FIDELITY COVINGTON TRUST
+$41.3K
16,972
+12%
增持
ESGD
ISHARES TR
+$41.2K
4,311
+3%
减持
SHE
SPDR SERIES TRUST
+$41.0K
3,870
-0%
减持
BTI
BRITISH AMERN TOB PLC
-$39.2K
4,751
-26%
减持
JNJ
JOHNSON & JOHNSON
-$37.6K
2,330
-2%
减持
MCD
MCDONALDS CORP
-$36.5K
1,774
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$23.7K
2,260
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$23.1K
5,172
+0%
增持
SCHM
SCHWAB STRATEGIC TR
+$23.1K
11,879
+0%
减持
SLYG
SPDR SERIES TRUST
+$20.9K
5,137
-2%
减持
SPSM
SPDR SERIES TRUST
+$18.8K
12,476
-1%
减持
PG
PROCTER AND GAMBLE CO
-$16.8K
1,365
-1%
减持
IJH
ISHARES TR
+$16.5K
5,062
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$15.4K
786
+1%
减持
VSGX
VANGUARD WORLD FD
+$13.9K
3,336
-4%
增持
NEE
NEXTERA ENERGY INC
-$13.0K
16,091
+1%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$10.8K
5,543
+1%
增持
AIVL
WISDOMTREE TR
+$10.1K
2,715
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$8.1K
2,754
-3%
增持
EQIX
EQUINIX INC
-$7.4K
464
+0%
增持
IUSV
ISHARES TR
+$6.3K
2,290
+0%
增持
WM
WASTE MGMT INC DEL
-$1.7K
898
+0%
增持
MDLZ
MONDELEZ INTL INC
+$294
5,007
+1%
