13FBOX
Fulcrum Equity Management · 13F 持仓分析
期权收益计算器 机构排行

Fulcrum Equity Management

No.8994 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.10亿
环比变动 Q1 2026
+$691.0万+6.7%
持仓股票数
125
新买入
0
加仓
0
减仓
1
清仓
0
持股不变
124
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
IiShares安硕信托ITOT
9.64%10.28%$1,064.1万7.5万股$1,064.1万7.5万股00.00%持仓不变
IiShares安硕URTH
7.53%8.03%$831.5万4.6万股$831.5万4.6万股00.00%持仓不变
ONEOKOKE
4.22%4.5%$466.0万5.2万股$466.0万5.2万股00.00%持仓不变
SSPDR行业精选信托XLK
4.18%4.46%$462.0万3.5万股$462.0万3.5万股00.00%持仓不变
英伟达NVDA
3.59%3.83%$396.6万2.3万股$396.6万2.3万股00.00%持仓不变
特斯拉TSLA
3.24%1.65%$357.9万8,500股$170.5万1.6万股-7,621股-47.27%减仓
苹果AAPL
2.4%2.56%$264.6万1.0万股$264.6万1.0万股00.00%持仓不变
S嘉信策略信托SCHD
2.12%2.26%$233.6万7.6万股$233.6万7.6万股00.00%持仓不变
沃尔玛WMT
1.89%2.02%$209.2万1.7万股$209.2万1.7万股00.00%持仓不变
IiShares安硕信托TLT
1.87%0.01%$206.4万2.4万股$7,1782.4万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
1.75%1.87%$193.1万4,030股$193.1万4,030股00.00%持仓不变
SSPDR行业精选信托XLE
1.61%1.72%$178.0万2.9万股$178.0万2.9万股00.00%持仓不变
SSPDR行业精选信托XLY
1.61%1.71%$177.4万1.6万股$177.4万1.6万股00.00%持仓不变
谷歌AGOOGL
1.52%1.62%$167.9万5,838股$167.9万5,838股00.00%持仓不变
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.31%1.4%$144.5万9,854股$144.5万9,854股00.00%持仓不变
S道富SPYM
1.3%1.39%$143.8万1.9万股$143.8万1.9万股00.00%持仓不变
亚马逊AMZN
1.28%1.37%$141.7万6,806股$141.7万6,806股00.00%持仓不变
S道富XLI
1.28%1.37%$141.3万8,736股$141.3万8,736股00.00%持仓不变
SSPDR行业精选信托XLF
1.27%1.35%$139.8万2.8万股$139.8万2.8万股00.00%持仓不变
SSPDR行业精选信托XLY
1.12%1.2%$124.1万1.1万股$124.1万1.1万股00.00%持仓不变
微软MSFT
1.11%1.19%$122.9万3,319股$122.9万3,319股00.00%持仓不变
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
1.02%1.09%$112.9万1.5万股$112.9万1.5万股00.00%持仓不变
摩根大通JPM
1%1.06%$110.2万3,746股$110.2万3,746股00.00%持仓不变
博通AVGO
0.88%0.93%$96.7万3,124股$96.7万3,124股00.00%持仓不变
阿斯麦ASML
0.81%0.86%$89.3万676股$89.3万676股00.00%持仓不变
SSPDR行业精选信托XLP
0.8%0.85%$88.4万1.1万股$88.4万1.1万股00.00%持仓不变
应用材料AMAT
0.79%0.4%$87.0万1,203股$41.1万1,203股00.00%持仓不变
IiShares安硕·S&PIVE
0.78%0.83%$86.0万4,075股$86.0万4,075股00.00%持仓不变
Meta平台META
0.78%0.83%$85.8万1,499股$85.8万1,499股00.00%持仓不变
GE VernovaGEV
0.77%0.82%$84.7万970股$84.7万970股00.00%持仓不变
礼来LLY
0.76%0.81%$84.2万915股$84.2万915股00.00%持仓不变
AARK·ETF TRARKG
0.76%0.03%$84.0万2.0万股$2.6万2.0万股00.00%持仓不变
LOWES COS COMLOW
0.76%0.81%$83.7万3,544股$83.7万3,544股00.00%持仓不变
SSPDR行业精选信托XLU
0.73%0.78%$80.8万1.8万股$80.8万1.8万股00.00%持仓不变
PPIMCO太平洋投资管理ETFLDUR
0.73%0.77%$80.1万8,362股$80.1万8,362股00.00%持仓不变
AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF
0.73%0.77%$80.1万1.7万股$80.1万1.7万股00.00%持仓不变
SSPDR道富系列信托BIL
0.7%0.75%$77.5万8,452股$77.5万8,452股00.00%持仓不变
B贝莱德ETF信托DYNF
0.7%0.75%$77.4万1.3万股$77.4万1.3万股00.00%持仓不变
泛林集团LRCX
0.69%0.37%$76.6万1,768股$37.8万1,768股00.00%持仓不变
NEBIUSNBIS
0.68%0.27%$75.3万2,727股$28.3万2,727股00.00%持仓不变
埃克森美孚XOM
0.68%0.72%$75.0万4,422股$75.0万4,422股00.00%持仓不变
SSILA REALTY TRUSTSILA
0.66%0.7%$72.9万3.1万股$72.9万3.1万股00.00%持仓不变
MMANAGED PORTFOLIO SERLST
0.65%0.7%$72.0万1.8万股$72.0万1.8万股00.00%持仓不变
IiShares安硕信托IVW
0.64%0.68%$70.4万6,222股$70.4万6,222股00.00%持仓不变
S嘉信·U.S. BROAD MARKET ETFSCHB
0.63%0.68%$70.0万2.8万股$70.0万2.8万股00.00%持仓不变
I景顺·ACTIVELY MANAGED EXCGSY
0.62%0.66%$68.6万1.4万股$68.6万1.4万股00.00%持仓不变
AMD超威AMD
0.62%0.23%$68.6万1,180股$24.0万1,180股00.00%持仓不变
IiShares白银信托SLV
0.58%0.61%$63.6万9,335股$63.6万9,335股00.00%持仓不变
VVanEck Russia ETFBBH
0.57%0.6%$62.5万7,100股$62.5万7,100股00.00%持仓不变
AABRDN SILVER ETF TRUSTSIVR
0.56%0.6%$62.3万8,700股$62.3万8,700股00.00%持仓不变

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