Fusion Family Wealth, LLC
WOODBURY NY · SEC CIK 0001696209
$15.05亿2026Q2 申报市值
50持仓数
83.7%前十大占比 · 第一大 17.8%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BSCS 加仓+$83.82万
BSCQ 加仓+$60.01万
MRVL 新建仓+$25.08万
GEV 新建仓+$22.44万
SPSM 加仓+$8,997
2026Q2 卖出最多 按季末市值估算
VWO 减仓-$447.31万
QQQ 减仓-$287.49万
VOO 减仓-$210.92万
VEA 减仓-$197.16万
IEMG 减仓-$192.33万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $22.44万 | 0.01% | 191 | 191 | — | $22.44万 | 新建仓 |
| AMZN | AMAZON COM INC | $22.45万 | 0.01% | 942 | 0 | 0.0% | — | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $25.08万 | 0.02% | 842 | 842 | — | $25.08万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $28.03万 | 0.02% | 3,190 | -25 | -0.8% | -$2,197 | 减仓 |
| SPYV | SPDR SERIES TRUST | $28.61万 | 0.02% | 4,706 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $30.02万 | 0.02% | 2,512 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $30.92万 | 0.02% | 602 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $31.04万 | 0.02% | 2,609 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $32.00万 | 0.02% | 978 | 2 | 0.2% | $654 | 加仓 |
| GE | GE AEROSPACE | $33.37万 | 0.02% | 893 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $38.46万 | 0.03% | 1,031 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $40.26万 | 0.03% | 715 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $43.42万 | 0.03% | 5,915 | -1,000 | -14.5% | -$7.34万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $43.75万 | 0.03% | 2,008 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $44.50万 | 0.03% | 2,884 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $44.56万 | 0.03% | 7,727 | 156 | 2.1% | $8,997 | 加仓 |
| APH | AMPHENOL CORP | $48.77万 | 0.03% | 2,766 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $49.52万 | 0.03% | 3,988 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $53.78万 | 0.04% | 3,290 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $60.85万 | 0.04% | 1,216 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $61.47万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $72.49万 | 0.05% | 17,498 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $78.72万 | 0.05% | 5,037 | 3 | 0.1% | $469 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $84.80万 | 0.06% | 43,231 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $87.31万 | 0.06% | 2,443 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $91.47万 | 0.06% | 13,539 | -1,352 | -9.1% | -$9.13万 | 减仓 |
| AAPL | APPLE INC | $133.86万 | 0.09% | 4,626 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $156.56万 | 0.10% | 20,303 | -344 | -1.7% | -$2.65万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $198.68万 | 0.13% | 23,064 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $219.60万 | 0.15% | 21,140 | 14 | 0.1% | $1,454 | 加仓 |
| EMXC | ISHARES INC | $302.88万 | 0.20% | 29,607 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $337.36万 | 0.22% | 41,871 | -917 | -2.1% | -$7.39万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $557.04万 | 0.37% | 36,104 | -1,735 | -4.6% | -$26.77万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $719.68万 | 0.48% | 9,637 | 4 | 0.0% | $2,987 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,463.12万 | 0.97% | 42,544 | -537 | -1.2% | -$18.47万 | 减仓 |
| IJR | ISHARES TR | $2,476.78万 | 1.65% | 167,000 | -6,891 | -4.0% | -$102.20万 | 减仓 |
| IVV | ISHARES TR | $2,660.99万 | 1.77% | 35,533 | -1,336 | -3.6% | -$100.05万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $4,601.92万 | 3.06% | 2,356,940 | 30,735 | 1.3% | $60.01万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $4,660.04万 | 3.10% | 2,288,259 | 41,158 | 1.8% | $83.82万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,773.14万 | 3.17% | 157,545 | -1,733 | -1.1% | -$52.50万 | 减仓 |
| IEFA | ISHARES TR | $5,571.70万 | 3.70% | 576,900 | -7,773 | -1.3% | -$75.07万 | 减仓 |
| QQQ | INVESCO QQQ TR | $7,026.10万 | 4.67% | 95,411 | -3,904 | -3.9% | -$287.49万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $7,976.72万 | 5.30% | 545,385 | -6,099 | -1.1% | -$89.20万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $8,757.25万 | 5.82% | 1,471,806 | -27,166 | -1.8% | -$161.64万 | 减仓 |
| IEMG | ISHARES INC | $9,063.93万 | 6.02% | 1,094,150 | -23,217 | -2.1% | -$192.33万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.19亿 | 7.92% | 1,996,345 | -74,938 | -3.6% | -$447.31万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1.37亿 | 9.08% | 440,832 | -901 | -0.2% | -$27.92万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.39亿 | 9.25% | 1,954,410 | -27,671 | -1.4% | -$197.16万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2.13亿 | 14.15% | 1,666,476 | -10,598 | -0.6% | -$135.40万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2.68亿 | 17.83% | 390,755 | -3,071 | -0.8% | -$210.92万 | 减仓 |