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

Fiscal Wisdom Wealth Management, LLC

No.8850 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.18亿
环比变动 Q1 2026
+$1,375.4万+13.2%
持仓股票数
102
新买入
21
加仓
41
减仓
31
清仓
9
持股不变
9
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
GGOLD RESOURCE
37.62%40.99%$4,435.4万3,520.1万股$4,269.2万3,557.7万股-37.5万股-1.06%减仓
IiShares安硕信托SGOV
3.58%2.8%$422.5万4.2万股$291.2万2.9万股+1.3万股+45.07%加仓
S道富SPYM
3.26%3.24%$384.8万4.4万股$338.0万4.4万股-373股-0.84%减仓
S嘉信策略信托SCHD
2.72%2.93%$321.0万10.1万股$305.5万10.0万股+1,639股+1.65%加仓
IiShares安硕信托IVV
2.04%1.13%$240.0万3,205股$117.5万1,799股+1,406股+78.15%加仓
IiShares安硕信托IUSB
1.87%1.49%$220.3万4.8万股$155.3万3.4万股+1.4万股+42.00%加仓
苹果AAPL
1.82%1.75%$214.4万7,409股$182.4万7,187股+222股+3.09%加仓
I景顺·NASDAQ 100 ETFQQQM
1.74%1.51%$205.3万6,777股$157.3万6,618股+159股+2.40%加仓
DDAKOTA GOLDDC
1.61%2.52%$189.8万44.5万股$262.8万52.0万股-7.5万股-14.42%减仓
IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB
1.56%1.32%$183.8万1.1万股$137.4万1.1万股00.00%持仓不变
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
1.42%1.52%$167.7万3,211股$158.7万3,425股-214股-6.25%减仓
V先锋领航·FTSEVEA
1.4%1.17%$165.0万2.3万股$121.9万1.9万股+4,134股+21.73%加仓
PPURECYCLE TECHNOLOGIESPCT
1.32%1.08%$155.4万19.2万股$112.3万21.6万股-2.5万股-11.43%减仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
1.31%1.67%$154.3万4.5万股$174.0万5.2万股-6,976股-13.42%减仓
CCONVERGENCE LONG/SHORT EQUITY ETFCLSE
1.26%1.03%$148.3万4.3万股$107.1万3.8万股+5,392股+14.17%加仓
I景顺·S&PSPHQ
1.21%1.1%$142.7万1.6万股$114.7万1.5万股+585股+3.84%加仓
F第一信托·UST LONG/SHORT EQUITY ETFFTLS
1.08%1.02%$127.2万1.7万股$106.1万1.5万股+2,158股+14.31%加仓
PProShares信托NOBL
1.02%1.08%$119.7万2.1万股$112.9万1.1万股+1.1万股+100.24%加仓
微软MSFT
0.98%1.02%$116.1万3,113股$105.8万2,859股+254股+8.88%加仓
EEA SERIES TRUSTBUXX
0.93%1.18%$109.5万5.4万股$122.5万6.1万股-6,437股-10.63%减仓
SSILVERCORP METALSSVM
0.88%1.8%$104.2万10.3万股$187.5万17.5万股-7.1万股-40.90%减仓
VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB
0.88%$104.2万2.1万股$00股+2.1万股新买入
CCAPITAL GRP SHRT DURATION INC ETFCGSD
0.88%$103.8万4.0万股$00股+4.0万股新买入
SSKEENA RES NEWSKE
0.88%1.81%$103.5万3.9万股$188.5万6.3万股-2.5万股-38.82%减仓
好市多COST
0.87%1.06%$103.1万1,102股$109.9万1,103股-1股-0.09%减仓
IiShares安硕信托IVW
0.85%0.61%$99.8万7,259股$63.7万5,631股+1,628股+28.91%加仓
WWARBY PARKERWRBY
0.79%0.55%$93.2万3.1万股$57.5万2.7万股+3,447股+12.64%加仓
卡特彼勒CAT
0.73%0.47%$86.4万811股$49.1万693股+118股+17.03%加仓
I景顺交易所交易基金信托RSP
0.72%0.74%$85.5万4,016股$76.6万3,992股+24股+0.60%加仓
V先锋领航指数基金VOO
0.72%0.73%$84.6万1,232股$76.0万1,271股-39股-3.07%减仓
甲骨文ORCL
0.69%0.79%$81.8万5,583股$82.1万5,581股+2股+0.04%加仓
B贝莱德ETF信托DYNF
0.69%0.56%$81.6万1.2万股$57.9万9,947股+2,054股+20.65%加仓
联合包裹UPSUPS
0.64%0.64%$75.6万7,028股$66.6万6,765股+263股+3.89%加仓
IiShares安硕·S&PIVE
0.61%0.63%$71.5万3,149股$65.4万3,098股+51股+1.65%加仓
IiShares安硕信托GJS
0.59%0.59%$69.3万3.0万股$61.8万2.7万股+3,461股+12.84%加仓
iShares安硕·MBSACGL
0.55%0.51%$65.2万6,894股$53.6万5,647股+1,247股+22.08%加仓
WWORLD GOLD TRGLD
0.55%0.63%$64.7万8,143股$65.7万7,090股+1,053股+14.85%加仓
IiShares安硕IEMG
0.53%0.56%$62.0万7,483股$57.9万8,297股-814股-9.81%减仓
V先锋领航指数基金VXF
0.52%0.49%$61.4万2,493股$51.0万2,478股+15股+0.61%加仓
麦当劳MCD
0.52%0.62%$60.7万2,247股$65.0万2,090股+157股+7.51%加仓
I景顺QQQ信托VOO
0.47%0.41%$54.9万746股$42.7万740股+6股+0.81%加仓
AMD超威AMD
0.44%$52.3万900股$00股+900股新买入
SSPDR标普500 ETFSPY
0.43%0.31%$51.2万686股$32.1万494股+192股+38.87%加仓
家得宝HD
0.41%0.45%$48.1万1,364股$46.5万1,415股-51股-3.60%减仓
谷歌AGOOGL
0.41%0.28%$48.1万1,345股$28.8万1,001股+344股+34.37%加仓
IiShares安硕信托EFG
0.4%0.35%$47.5万3,814股$36.0万3,233股+581股+17.97%加仓
EEQUINOX GOLDEQX
0.39%1.16%$46.5万4.8万股$120.6万8.4万股-3.6万股-42.82%减仓
英伟达NVDA
0.38%0.41%$44.2万2,211股$42.6万2,440股-229股-9.39%减仓
EENDEAVOUR SILVER COMEXK
0.37%0.63%$43.5万5.3万股$65.4万7.0万股-1.8万股-25.21%减仓
IiShares安硕信托TLH
0.37%0.43%$43.2万4,308股$44.3万4,402股-94股-2.14%减仓

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