Flagship Wealth Advisors, LLC
- SEC CIK
- 0002036117
- 最新申報
- 2026/7/27
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/10 申報。只含多頭部位。
- 持股檔數
- 377
- 2024 年第 3 季沒有申報
- 總值
- $1.70 億
- 2024 年第 3 季沒有申報
Flagship Wealth Advisors, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 33,705 | $1,723 萬 | 10.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 39,635 | $1,627 萬 | 9.6% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 94,832 | $1,210 萬 | 7.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,522 | $968.3 萬 | 5.7% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 37,917 | $641.9 萬 | 3.8% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 221,584 | $605.4 萬 | 3.6% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 93,641 | $574.4 萬 | 3.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 37,533 | $504.0 萬 | 3.0% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 40,469 | $499.9 萬 | 2.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,995 | $362.4 萬 | 2.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 47,203 | $356.9 萬 | 2.1% | – | – | – |
| AAPLApple Inc. | Stock | 14,158 | $354.5 萬 | 2.1% | – | – | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 43,526 | $352.3 萬 | 2.1% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 61,418 | $339.9 萬 | 2.0% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 14,921 | $317.3 萬 | 1.9% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 28,974 | $294.2 萬 | 1.7% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 14,426 | $275.4 萬 | 1.6% | – | – | – |
| GLDSPDR Gold Trust | ETF | 9,862 | $238.8 萬 | 1.4% | – | – | 歷史 |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 42,664 | $219.2 萬 | 1.3% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 35,608 | $207.2 萬 | 1.2% | – | – | – |
| Fidelity High Dividend ETF316092840 | ETF | 39,307 | $196.3 萬 | 1.2% | – | – | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 45,926 | $162.4 萬 | 1.0% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 12,068 | $129.8 萬 | 0.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,030 | $127.7 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,294 | $127.2 萬 | 0.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,633 | $123.6 萬 | 0.7% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,125 | $119.9 萬 | 0.7% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,426 | $110.1 萬 | 0.6% | – | – | 歷史 |
| CVXChevron Corp | Stock | 7,396 | $107.1 萬 | 0.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 6,089 | $102.1 萬 | 0.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 6,638 | $100.9 萬 | 0.6% | – | – | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 5,377 | $99.2 萬 | 0.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,670 | $98.3 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 35,112 | $97.9 萬 | 0.6% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 7,368 | $96.7 萬 | 0.6% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 5,475 | $89.5 萬 | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,612 | $86.6 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,787 | $85.1 萬 | 0.5% | – | – | 歷史 |
| OKEONEOK Inc | COM | 6,556 | $65.8 萬 | 0.4% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,670 | $62.1 萬 | 0.4% | – | – | – |
| NFLXNetflix Inc | Stock | 660 | $58.8 萬 | 0.3% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 2,855 | $58.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,075 | $57.9 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,764 | $52.6 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 991 | $52.2 萬 | 0.3% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,733 | $50.7 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,260 | $49.7 萬 | 0.3% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 4,065 | $49.1 萬 | 0.3% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,021 | $47.2 萬 | 0.3% | – | – | 歷史 |
| BNY Mellon ETF Trust09661T404 | INTERNATIONL EQT | 6,447 | $46.7 萬 | 0.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 507 | $46.5 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,100 | $44.4 萬 | 0.3% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,821 | $44.1 萬 | 0.3% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 3,500 | $43.7 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 8,700 | $43.5 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 15,820 | $42.0 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 9,516 | $41.8 萬 | 0.2% | – | – | 歷史 |
| CSXCSX Corp | Stock | 11,880 | $38.3 萬 | 0.2% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 1,880 | $37.9 萬 | 0.2% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 3,291 | $36.9 萬 | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 5,058 | $36.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 568 | $35.3 萬 | 0.2% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 1,500 | $35.2 萬 | 0.2% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,020 | $34.9 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,565 | $34.6 萬 | 0.2% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 656 | $34.1 萬 | 0.2% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,054 | $33.3 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,410 | $31.9 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,617 | $31.8 萬 | 0.2% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 1,822 | $31.4 萬 | 0.2% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 2,500 | $31.0 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 1,036 | $30.8 萬 | 0.2% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 1,493 | $28.8 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,969 | $28.5 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,849 | $28.3 萬 | 0.2% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,154 | $27.8 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,030 | $27.4 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 704 | $27.4 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 457 | $26.8 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,236 | $25.9 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 529 | $25.7 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 1,524 | $25.4 萬 | 0.1% | – | – | 歷史 |
| PFGCPerformance Food Group Co | COM | 3,000 | $25.4 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,184 | $24.3 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,060 | $23.3 萬 | 0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 2,850 | $23.2 萬 | 0.1% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 1,234 | $22.5 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 9,387 | $21.4 萬 | 0.1% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 625 | $21.2 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 3,400 | $21.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 1,737 | $21.1 萬 | 0.1% | – | – | – |
| GWWW.W. Grainger, Inc. | Stock | 200 | $21.1 萬 | 0.1% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 921 | $20.7 萬 | 0.1% | – | – | – |
| iShares Semiconductor ETF464287523 | ETF | 929 | $20.0 萬 | 0.1% | – | – | – |
| GISGeneral Mills Inc | Stock | 3,120 | $19.9 萬 | 0.1% | – | – | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 4,830 | $19.6 萬 | 0.1% | – | – | – |
| EDConsolidated Edison Inc | Stock | 2,200 | $19.6 萬 | 0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 1,519 | $19.6 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 770 | $19.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,150 | $18.3 萬 | 0.1% | – | – | – |