Fulcrum Capital LLC
SEATTLE WA · SEC CIK 0001724090
$4.61亿2026Q1 申报市值
101持仓数
48.1%前十大占比 · 第一大 8.3%
3 / 2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
FTNT 加仓+$249.13万
MSFT 加仓+$235.58万
NFLX 加仓+$227.31万
UBER 加仓+$155.64万
SPGI 加仓+$152.31万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$578.17万
ULTA 减仓-$253.93万
JPM 减仓-$151.67万
VO 减仓-$96.44万
EOG 减仓-$85.24万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | UNILEVER PLC | $0 | 0.00% | 0 | -4,686 | -100.0% | -$30.65万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -442 | -100.0% | -$20.92万 | 清仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $15.93万 | 0.03% | 34,400 | -100 | -0.3% | -$463 | 减仓 |
| GSL | GLOBAL SHIP LEASE INC | $20.48万 | 0.04% | 5,500 | 5,500 | — | $20.48万 | 新建仓 |
| WMT | WALMART INC | $20.89万 | 0.05% | 1,681 | 1,681 | — | $20.89万 | 新建仓 |
| EFA | ISHARES TR | $21.40万 | 0.05% | 2,203 | -1,020 | -31.6% | -$9.91万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $21.46万 | 0.05% | 1,967 | -70 | -3.4% | -$7,637 | 减仓 |
| PAYX | PAYCHEX INC | $21.68万 | 0.05% | 2,353 | -392 | -14.3% | -$3.61万 | 减仓 |
| META | META PLATFORMS INC | $22.08万 | 0.05% | 386 | -10 | -2.5% | -$5,721 | 减仓 |
| TXN | TEXAS INSTRS INC | $22.48万 | 0.05% | 1,158 | -515 | -30.8% | -$10.00万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.10万 | 0.05% | 503 | 27 | 5.7% | $1.29万 | 加仓 |
| CSCO | CISCO SYS INC | $24.83万 | 0.05% | 3,200 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $25.14万 | 0.05% | 691 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $25.17万 | 0.05% | 6,250 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $27.12万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $27.15万 | 0.06% | 1,369 | -166 | -10.8% | -$3.29万 | 减仓 |
| CVS | CVS HEALTH CORP | $27.56万 | 0.06% | 3,837 | -955 | -19.9% | -$6.86万 | 减仓 |
| HD | HOME DEPOT INC | $27.76万 | 0.06% | 844 | 46 | 5.8% | $1.51万 | 加仓 |
| QCOM | QUALCOMM INC | $28.54万 | 0.06% | 2,216 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $28.74万 | 0.06% | 5,044 | 5,044 | — | $28.74万 | 新建仓 |
| PFE | PFIZER INC | $30.89万 | 0.07% | 11,000 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $32.19万 | 0.07% | 2,787 | -89 | -3.1% | -$1.03万 | 减仓 |
| SNA | SNAP ON INC | $32.44万 | 0.07% | 893 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $34.12万 | 0.07% | 957 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $35.21万 | 0.08% | 1,796 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $38.22万 | 0.08% | 5,480 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $38.93万 | 0.08% | 4,809 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $39.10万 | 0.08% | 1,429 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $40.30万 | 0.09% | 4,498 | -650 | -12.6% | -$5.82万 | 减仓 |
| VPU | VANGUARD WORLD FD | $40.62万 | 0.09% | 2,050 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $40.81万 | 0.09% | 10,228 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $41.42万 | 0.09% | 1,291 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $41.63万 | 0.09% | 2,518 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $42.14万 | 0.09% | 3,600 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $42.67万 | 0.09% | 2,954 | 199 | 7.2% | $2.87万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $43.98万 | 0.10% | 3,000 | -93 | -3.0% | -$1.36万 | 减仓 |
| COP | CONOCOPHILLIPS | $44.09万 | 0.10% | 3,340 | 243 | 7.8% | $3.21万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $44.28万 | 0.10% | 11,703 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $47.27万 | 0.10% | 4,944 | -393 | -7.4% | -$3.76万 | 减仓 |
| MS | MORGAN STANLEY | $47.61万 | 0.10% | 2,893 | -173 | -5.6% | -$2.85万 | 减仓 |
| CMI | CUMMINS INC | $49.34万 | 0.11% | 917 | -117 | -11.3% | -$6.29万 | 减仓 |
| ABBV | ABBVIE INC | $50.76万 | 0.11% | 2,334 | -232 | -9.0% | -$5.05万 | 减仓 |
| VDC | VANGUARD WORLD FD | $54.35万 | 0.12% | 2,420 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $54.63万 | 0.12% | 4,313 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $54.63万 | 0.12% | 2,929 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $56.30万 | 0.12% | 1,863 | -16 | -0.9% | -$4,836 | 减仓 |
| KO | COCA COLA CO | $58.60万 | 0.13% | 7,706 | -133 | -1.7% | -$1.01万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $60.48万 | 0.13% | 930 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $60.51万 | 0.13% | 1,955 | -169 | -8.0% | -$5.23万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $66.72万 | 0.14% | 2,040 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $70.21万 | 0.15% | 22,885 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $70.74万 | 0.15% | 2,466 | -1,911 | -43.7% | -$54.82万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $75.74万 | 0.16% | 4,100 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $77.41万 | 0.17% | 8,551 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $88.63万 | 0.19% | 4,483 | -51 | -1.1% | -$1.01万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $106.97万 | 0.23% | 4,376 | -197 | -4.3% | -$4.82万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $110.10万 | 0.24% | 8,090 | 434 | 5.7% | $5.91万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $118.18万 | 0.26% | 1,186 | -167 | -12.3% | -$16.64万 | 减仓 |
| ECL | ECOLAB INC | $144.13万 | 0.31% | 5,418 | -22 | -0.4% | -$5,852 | 减仓 |
| IWR | ISHARES TR | $157.51万 | 0.34% | 16,200 | -663 | -3.9% | -$6.45万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $159.43万 | 0.35% | 10,765 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $164.86万 | 0.36% | 72,659 | 4,068 | 5.9% | $9.23万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $193.94万 | 0.42% | 25,338 | 0 | 0.0% | — | 不变 |
| CVLC | MORGAN STANLEY ETF TRUST | $219.09万 | 0.48% | 27,366 | 2,173 | 8.6% | $17.40万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $239.03万 | 0.52% | 52,847 | 425 | 0.8% | $1.92万 | 加仓 |
| PINS | PINTEREST INC | $255.28万 | 0.55% | 139,195 | 3,072 | 2.3% | $5.63万 | 加仓 |
| DXCM | DEXCOM INC | $280.97万 | 0.61% | 44,740 | 3,654 | 8.9% | $22.95万 | 加仓 |
| LLY | ELI LILLY & CO | $350.16万 | 0.76% | 3,807 | -11 | -0.3% | -$1.01万 | 减仓 |
| AMGN | AMGEN INC | $350.37万 | 0.76% | 9,958 | -91 | -0.9% | -$3.20万 | 减仓 |
| IVV | ISHARES TR | $384.41万 | 0.83% | 5,885 | -413 | -6.6% | -$26.98万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $468.28万 | 1.02% | 76,366 | 1,490 | 2.0% | $9.14万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $495.90万 | 1.08% | 48,300 | -318 | -0.7% | -$3.26万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $542.81万 | 1.18% | 12,427 | 1,891 | 17.9% | $82.60万 | 加仓 |
| EOG | EOG RES INC | $568.03万 | 1.23% | 39,291 | -5,896 | -13.0% | -$85.24万 | 减仓 |
| DHI | D R HORTON INC | $642.29万 | 1.39% | 46,807 | 502 | 1.1% | $6.89万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $646.91万 | 1.40% | 12,376 | -4,858 | -28.2% | -$253.93万 | 减仓 |
| INTU | INTUIT | $661.20万 | 1.44% | 15,292 | 290 | 1.9% | $12.54万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $676.32万 | 1.47% | 24,994 | -433 | -1.7% | -$11.72万 | 减仓 |
| FSLR | FIRST SOLAR INC | $682.36万 | 1.48% | 34,592 | -4,160 | -10.7% | -$82.06万 | 减仓 |
| XYL | XYLEM INC | $707.17万 | 1.54% | 59,177 | 400 | 0.7% | $4.78万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $711.91万 | 1.55% | 98,972 | 21,638 | 28.0% | $155.64万 | 加仓 |
| XBI | SPDR SERIES TRUST | $714.94万 | 1.55% | 55,973 | -1,006 | -1.8% | -$12.85万 | 减仓 |
| ZTS | ZOETIS INC | $732.10万 | 1.59% | 61,932 | -1,181 | -1.9% | -$13.96万 | 减仓 |
| PEP | PEPSICO INC | $735.81万 | 1.60% | 47,383 | -483 | -1.0% | -$7.50万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $736.61万 | 1.60% | 16,496 | -120 | -0.7% | -$5.36万 | 减仓 |
| LIN | LINDE PLC | $741.66万 | 1.61% | 14,960 | 548 | 3.8% | $27.17万 | 加仓 |
| ADBE | ADOBE INC | $875.33万 | 1.90% | 36,010 | -286 | -0.8% | -$6.95万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1,076.41万 | 2.34% | 25,307 | 3,581 | 16.5% | $152.31万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,099.79万 | 2.39% | 137,336 | 116 | 0.1% | $9,289 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,127.05万 | 2.45% | 49,047 | -102 | -0.2% | -$2.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,178.35万 | 2.56% | 40,058 | -5,156 | -11.4% | -$151.67万 | 减仓 |
| CME | CME GROUP INC | $1,273.59万 | 2.76% | 43,121 | -714 | -1.6% | -$21.09万 | 减仓 |
| NFLX | NETFLIX INC. | $1,378.81万 | 2.99% | 143,402 | 23,641 | 19.7% | $227.31万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,422.53万 | 3.09% | 28,470 | 488 | 1.7% | $24.38万 | 加仓 |
| FTNT | FORTINET INC | $1,426.77万 | 3.10% | 174,592 | 30,486 | 21.2% | $249.13万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,537.65万 | 3.34% | 36,897 | -146 | -0.4% | -$6.08万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,632.21万 | 3.54% | 76,393 | -1,630 | -2.1% | -$34.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,177.58万 | 4.73% | 124,861 | -4,110 | -3.2% | -$71.68万 | 减仓 |
| AMZN | AMAZON COM INC | $2,250.96万 | 4.89% | 108,079 | 117 | 0.1% | $2.44万 | 加仓 |
| GOOGL | ALPHABET INC | $2,313.13万 | 5.02% | 80,440 | -20,106 | -20.0% | -$578.17万 | 减仓 |