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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 1910248
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 98 项
建仓 2
增持 51
减持 42
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MGV
VANGUARD WORLD FD
+$699.8K
50,959
+8%
增持
SCHG
SCHWAB STRATEGIC TR
+$578.6K
231,236
+6%
减持
AAPL
APPLE INC
+$481.4K
31,897
-1%
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
QWLD
SPDR INDEX SHS FDS
+$329.1K
30,265
+6%
减持
LLY
ELI LILLY & CO
+$320.6K
1,032
-0%
减持
MSFT
MICROSOFT CORP
-$311.8K
8,911
-0%
增持
GOOG
ALPHABET INC
+$298.1K
4,118
+1%
减持
AMAT
APPLIED MATLS INC
+$288.8K
5,558
-0%
增持
IWY
ISHARES TR
+$280.2K
8,007
+13%
减持
GOOGL
ALPHABET INC
+$267.2K
4,446
-4%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$250.4K
29,527
+5%
增持
QQMG
INVESCO EXCH TRADED FD TR II
+$241.5K
73,199
+6%
建仓
PEP
PEPSICO INC
+$217.9K
1,518
建仓
PVAL
PUTNAM ETF TRUST
+$213.0K
4,675
清仓
DRI
DARDEN RESTAURANTS INC
-$204.1K
0
-100%
清仓
SCZ
ISHARES TR
-$202.2K
0
-100%
清仓
MDYG
SPDR SERIES TRUST
-$202.1K
0
-100%
减持
VGT
VANGUARD WORLD FD
-$199.7K
7,193
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$196.9K
17,951
+16%
减持
VOT
VANGUARD INDEX FDS
-$193.9K
9,468
-2%
增持
SUSA
ISHARES TR
+$188.5K
18,466
+5%
减持
NVDA
NVIDIA CORPORATION
-$185.4K
2,320
-30%
增持
DSI
ISHARES TR
+$180.2K
20,138
+5%
增持
VTI
VANGUARD INDEX FDS
+$179.8K
14,945
+2%
增持
HD
HOME DEPOT INC
-$174.8K
3,002
+1%
增持
BND
VANGUARD BD INDEX FDS
+$156.3K
6,158
+53%
增持
DGRO
ISHARES TR
+$148.5K
30,257
+6%
增持
USSG
DBX ETF TR
+$142.0K
36,492
+3%
增持
ORCL
ORACLE CORP
-$136.9K
1,706
+2%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
-$122.5K
2,459
-18%
增持
FNDX
SCHWAB STRATEGIC TR
+$119.8K
13,142
+45%
减持
VUG
VANGUARD INDEX FDS
-$102.6K
1,970
-11%
减持
SPYG
SPDR SERIES TRUST
-$100.8K
10,469
-10%
减持
CAT
CATERPILLAR INC
+$99.4K
1,167
-2%
减持
SPTM
SPDR SERIES TRUST
-$97.1K
28,200
-6%
增持
NEE
NEXTERA ENERGY INC
+$96.3K
16,447
+1%
增持
ESGV
VANGUARD WORLD FD
+$91.0K
21,898
+1%
减持
LOW
LOWES COS INC
-$85.7K
6,795
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$84.9K
4,953
-3%
增持
CSCO
CISCO SYS INC
+$68.8K
4,923
+8%
增持
—
EXXON MOBIL CORP
+$63.5K
4,112
+7%
增持
XLK
SELECT SECTOR SPDR TR
-$61.8K
47,885
+94%
增持
VBK
VANGUARD INDEX FDS
+$55.5K
2,516
+6%
减持
SPMD
SPDR SERIES TRUST
-$55.4K
21,965
-5%
增持
JNJ
JOHNSON & JOHNSON
+$55.1K
2,519
+0%
减持
USRT
ISHARES TR
-$53.8K
5,707
-12%
减持
COST
COSTCO WHSL CORP NEW
-$52.1K
356
-8%
减持
MDLZ
MONDELEZ INTL INC
-$52.1K
4,884
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$48.3K
1,366
+8%
减持
MGK
VANGUARD WORLD FD
+$47.1K
29,301
-2%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$45.5K
13,994
-0%
减持
FTEC
FIDELITY COVINGTON TRUST
-$45.1K
19,604
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$44.4K
2,553
+0%
减持
VNQ
VANGUARD INDEX FDS
-$43.3K
8,680
-2%
增持
ESGD
ISHARES TR
+$38.8K
4,635
+7%
增持
IWR
ISHARES TR
+$37.4K
2,589
+18%
减持
PG
PROCTER AND GAMBLE CO
-$34.5K
1,441
-8%
增持
VOO
VANGUARD INDEX FDS
+$34.5K
2,001
+0%
减持
IWP
ISHARES TR
-$33.5K
4,039
-2%
减持
SPSM
SPDR SERIES TRUST
-$33.2K
11,351
-7%
减持
SLYG
SPDR SERIES TRUST
-$31.3K
4,728
-6%
增持
FREL
FIDELITY COVINGTON TRUST
+$29.6K
21,485
+9%
增持
VO
VANGUARD INDEX FDS
-$27.7K
8,388
+0%
减持
SPYM
SPDR SERIES TRUST
+$26.7K
14,725
-0%
减持
ESGU
ISHARES TR
+$26.2K
17,360
-1%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$25.3K
5,618
+1%
增持
NUMV
NUSHARES ETF TR
+$22.1K
18,967
+2%
减持
VB
VANGUARD INDEX FDS
-$20.5K
2,482
-4%
增持
SHE
SPDR SERIES TRUST
+$19.6K
3,894
+0%
增持
BTI
BRITISH AMERN TOB PLC
+$17.9K
4,770
+0%
减持
MTUM
ISHARES TR
-$17.9K
2,034
-1%
增持
ESML
ISHARES TR
+$17.2K
17,421
+0%
减持
NULG
NUSHARES ETF TR
-$14.5K
4,209
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$14.5K
5,184
+0%
减持
CSX
CSX CORP
+$14.4K
27,029
-1%
减持
AMZN
AMAZON COM INC
+$13.2K
3,733
-3%
减持
EQIX
EQUINIX INC
-$12.6K
440
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$12.6K
2,285
+1%
增持
SCHM
SCHWAB STRATEGIC TR
+$10.9K
12,004
+2%
增持
VSGX
VANGUARD WORLD FD
+$10.0K
3,388
+1%
增持
IJH
ISHARES TR
+$9.9K
5,305
+2%
减持
XLI
SELECT SECTOR SPDR TR
-$9.8K
2,407
-3%
减持
XEADX
ALLSPRING INCOME OPPORTUNIT
-$9.6K
20,758
-3%
增持
IUSV
ISHARES TR
+$7.7K
2,476
+1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$7.6K
6,835
-4%
减持
IVV
ISHARES TR
-$7.4K
3,011
-3%
增持
MCD
MCDONALDS CORP
+$7.3K
1,797
+1%
增持
VTN
INVESCO TR INVT GRADE NEW YO
+$7.1K
10,284
+2%
减持
QQQ
INVESCO QQQ TR
+$6.7K
14,125
-2%
增持
IUSG
ISHARES TR
+$5.4K
1,476
+0%
增持
NUMG
NUSHARES ETF TR
-$5.1K
8,937
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$4.0K
739
+4%
增持
AIVL
WISDOMTREE TR
+$3.1K
2,507
+0%
增持
WM
WASTE MGMT INC DEL
+$2.0K
990
+1%
减持
GLD
SPDR GOLD TR
-$1.8K
565
-11%
减持
NZAC
SPDR INDEX SHS FDS
-$1.6K
12,000
-1%
增持
XNROX
NEUBERGER REAL ESTATE
+$1.3K
14,404
+10%
增持
IMCB
ISHARES TR
-$169
2,581
+0%
