Fusion Family Wealth, LLC
WOODBURY NY · SEC CIK 0001696209
$13.39亿2026Q1 申报市值
47持仓数
83.4%前十大占比 · 第一大 17.6%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$779.68万
RWL 加仓+$560.19万
BSCS 加仓+$318.28万
VB 加仓+$313.81万
BSCQ 加仓+$270.12万
2026Q1 卖出最多 按季末市值估算
VSS 减仓-$257.23万
IEMG 减仓-$252.13万
TSLA 清仓-$20.37万
VO 减仓-$15.54万
QQQ 减仓-$15.24万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2.35亿 | 17.57% | 393,826 | 13,048 | 3.4% | $779.68万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1.93亿 | 14.39% | 1,677,074 | 48,750 | 3.0% | $560.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.27亿 | 9.48% | 1,982,081 | 37,987 | 2.0% | $243.42万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1.16亿 | 8.64% | 441,733 | 11,981 | 2.8% | $313.81万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.12亿 | 8.36% | 2,071,283 | 22,009 | 1.1% | $118.96万 | 加仓 |
| IEMG | ISHARES INC | $7,793.63万 | 5.82% | 1,117,367 | -36,147 | -3.1% | -$252.13万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $7,566.81万 | 5.65% | 1,498,972 | 20,971 | 1.4% | $105.86万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $7,073.33万 | 5.28% | 551,484 | 13,960 | 2.6% | $179.05万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,732.29万 | 4.28% | 99,315 | -264 | -0.3% | -$15.24万 | 减仓 |
| IEFA | ISHARES TR | $5,293.04万 | 3.95% | 584,673 | -1,203 | -0.2% | -$10.89万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $4,589.25万 | 3.43% | 2,247,101 | 155,846 | 7.5% | $318.28万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $4,543.08万 | 3.39% | 2,326,205 | 138,312 | 6.3% | $270.12万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,784.77万 | 2.83% | 159,278 | 6,913 | 4.5% | $164.27万 | 加仓 |
| IVV | ISHARES TR | $2,415.41万 | 1.80% | 36,869 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $2,161.64万 | 1.61% | 173,891 | -850 | -0.5% | -$10.57万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,287.49万 | 0.96% | 43,081 | -217 | -0.5% | -$6.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $626.46万 | 0.47% | 9,633 | -2 | -0.0% | -$1,301 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $551.65万 | 0.41% | 37,839 | -17,644 | -31.8% | -$257.23万 | 减仓 |
| VO | VANGUARD INDEX FDS | $307.20万 | 0.23% | 10,697 | -541 | -4.8% | -$15.54万 | 减仓 |
| EMXC | ISHARES INC | $232.89万 | 0.17% | 29,607 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $205.20万 | 0.15% | 21,126 | 4 | 0.0% | $389 | 加仓 |
| VUG | VANGUARD INDEX FDS | $167.90万 | 0.13% | 3,844 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $139.43万 | 0.10% | 20,647 | -574 | -2.7% | -$3.88万 | 减仓 |
| AAPL | APPLE INC | $117.40万 | 0.09% | 4,626 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $88.18万 | 0.07% | 14,891 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $84.84万 | 0.06% | 43,231 | 43,231 | — | $84.84万 | 新建仓 |
| DVY | ISHARES TR | $76.22万 | 0.06% | 5,034 | 2 | 0.0% | $303 | 加仓 |
| IDV | ISHARES TR | $74.47万 | 0.06% | 17,498 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $70.25万 | 0.05% | 2,443 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.27万 | 0.04% | 1,216 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $55.40万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $50.92万 | 0.04% | 6,915 | 6,915 | — | $50.92万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $47.69万 | 0.04% | 3,290 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $42.51万 | 0.03% | 997 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $40.89万 | 0.03% | 715 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $39.39万 | 0.03% | 2,008 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $38.16万 | 0.03% | 1,031 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $38.10万 | 0.03% | 2,884 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $37.45万 | 0.03% | 7,571 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $34.95万 | 0.03% | 2,766 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $30.08万 | 0.02% | 602 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $28.72万 | 0.02% | 976 | 1 | 0.1% | $294 | 加仓 |
| SPYV | SPDR SERIES TRUST | $26.63万 | 0.02% | 4,706 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $25.54万 | 0.02% | 2,609 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $25.34万 | 0.02% | 893 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $24.61万 | 0.02% | 3,215 | 170 | 5.6% | $1.30万 | 加仓 |
| VGT | VANGUARD WORLD FD | $21.91万 | 0.02% | 314 | 314 | — | $21.91万 | 新建仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -453 | -100.0% | -$20.37万 | 清仓 |