Fulcrum Equity Management
PLANO TX · SEC CIK 0001737888
$1.03亿2026Q1 申报市值
127持仓数
41.5%前十大占比 · 第一大 10.3%
33 / 19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
SCHD 新建仓+$233.64万
XLE 重新持有+$159.04万
SPLV 新建仓+$112.93万
XLP 新建仓+$88.40万
LDUR 新建仓+$80.12万
2026Q1 卖出最多 按季末市值估算
QQQM 清仓-$172.09万
IYW 减仓-$123.45万
XLG 清仓-$105.71万
XTL 重新持有-$99.88万
IVV 清仓-$95.63万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -6,804 | -100.0% | -$172.09万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -17,832 | -100.0% | -$105.71万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -1,396 | -100.0% | -$95.63万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | -3,226 | -100.0% | -$50.88万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -7,123 | -100.0% | -$47.88万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,375 | -100.0% | -$36.02万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,891 | -100.0% | -$35.20万 | 清仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,716 | -100.0% | -$34.41万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,741 | -100.0% | -$33.42万 | 清仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,983 | -100.0% | -$31.06万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -1,433 | -100.0% | -$30.77万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -3,233 | -100.0% | -$27.60万 | 清仓 |
| ILCG | ISHARES TR | $0 | 0.00% | 0 | -2,530 | -100.0% | -$26.32万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -4,131 | -100.0% | -$25.82万 | 清仓 |
| VLUE | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,764 | -100.0% | -$24.73万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -4,734 | -100.0% | -$24.09万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -359 | -100.0% | -$22.06万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -2,829 | -100.0% | -$20.67万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,081 | -100.0% | -$20.33万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TLT | ISHARES TR 看涨期权 | $7,178 | 0.01% | 24,000 | 24,000 | — | $7,178 | 新建仓 |
| ARKG | ARK ETF TR 看涨期权 | $2.60万 | 0.03% | 20,000 | 20,000 | — | $2.60万 | 新建仓 |
| — | BITFARMS LTD | $5.95万 | 0.06% | 30,500 | -17,100 | -35.9% | -$3.33万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.12万 | 0.19% | 2,031 | 2,031 | — | $20.12万 | 新建仓 |
| RTX | RTX CORPORATION | $20.37万 | 0.20% | 1,056 | 1,056 | — | $20.37万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.73万 | 0.20% | 1,254 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $21.25万 | 0.21% | 292 | 292 | — | $21.25万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $21.29万 | 0.21% | 426 | -39 | -8.4% | -$1.95万 | 减仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $21.60万 | 0.21% | 6,817 | 6,817 | — | $21.60万 | 新建仓 |
| NEM | NEWMONT CORP | $21.63万 | 0.21% | 1,998 | 1,998 | — | $21.63万 | 新建仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $21.67万 | 0.21% | 3,608 | -668 | -15.6% | -$4.01万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $22.70万 | 0.22% | 5,374 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $22.97万 | 0.22% | 1,530 | 144 | 10.4% | $2.16万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $23.13万 | 0.22% | 2,053 | -543 | -20.9% | -$6.12万 | 减仓 |
| SAN | BANCO SANTANDER SA | $23.57万 | 0.23% | 20,893 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $23.63万 | 0.23% | 6,723 | 6,723 | — | $23.63万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $23.95万 | 0.23% | 5,018 | 5,018 | — | $23.95万 | 新建仓 |
| — | ETFIS SER TR I | $24.00万 | 0.23% | 2,889 | -1,263 | -30.4% | -$10.49万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.00万 | 0.23% | 1,180 | 1,180 | — | $24.00万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $24.35万 | 0.24% | 1,983 | -1,078 | -35.2% | -$13.24万 | 减仓 |
| EME | EMCOR GROUP INC | $24.44万 | 0.24% | 331 | 331 | — | $24.44万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $24.70万 | 0.24% | 8,481 | -18,764 | -68.9% | -$54.66万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.96万 | 0.24% | 4,973 | -29 | -0.6% | -$1,456 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $25.27万 | 0.24% | 11,418 | 11,418 | — | $25.27万 | 新建仓 |
| XTL | SPDR SERIES TRUST | $25.46万 | 0.25% | 1,354 | -5,311 | -79.7% | -$99.88万 | 重新持有 |
| ORCL | ORACLE CORP | $25.88万 | 0.25% | 1,759 | -179 | -9.2% | -$2.63万 | 减仓 |
| ENB | ENBRIDGE INC | $26.04万 | 0.25% | 4,810 | 96 | 2.0% | $5,197 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $26.40万 | 0.26% | 16,850 | 16,850 | — | $26.40万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.47万 | 0.26% | 1,910 | -362 | -15.9% | -$5.02万 | 减仓 |
| IAGG | ISHARES TR | $26.63万 | 0.26% | 5,322 | 129 | 2.5% | $6,455 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $27.23万 | 0.26% | 6,632 | 6,632 | — | $27.23万 | 新建仓 |
| NVS | NOVARTIS AG | $27.57万 | 0.27% | 1,805 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $27.65万 | 0.27% | 3,352 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $28.30万 | 0.27% | 2,727 | -119 | -4.2% | -$1.23万 | 减仓 |
| GRNY | TIDAL TRUST I | $28.35万 | 0.27% | 11,875 | -26,093 | -68.7% | -$62.28万 | 减仓 |
| — | SPDR SERIES TRUST | $29.10万 | 0.28% | 2,926 | -9,535 | -76.5% | -$94.84万 | 重新持有 |
| SHLD | GLOBAL X FDS | $29.31万 | 0.28% | 4,138 | 4,138 | — | $29.31万 | 新建仓 |
| MBB | ISHARES TR | $29.32万 | 0.28% | 3,088 | 7 | 0.2% | $665 | 加仓 |
| ABBV | ABBVIE INC | $29.46万 | 0.28% | 1,355 | 44 | 3.4% | $9,568 | 加仓 |
| KO | COCA COLA CO | $29.67万 | 0.29% | 3,901 | 29 | 0.7% | $2,205 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $29.75万 | 0.29% | 5,000 | 5,000 | — | $29.75万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $29.86万 | 0.29% | 3,164 | -773 | -19.6% | -$7.30万 | 减仓 |
| RY | ROYAL BK CDA | $29.86万 | 0.29% | 1,846 | 25 | 1.4% | $4,045 | 加仓 |
| TTE | TOTALENERGIES SE | $30.41万 | 0.29% | 3,343 | 0 | 0.0% | — | 不变 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $30.52万 | 0.29% | 2,788 | 2,788 | — | $30.52万 | 新建仓 |
| EFV | ISHARES TR | $30.80万 | 0.30% | 4,142 | -4,853 | -54.0% | -$36.08万 | 减仓 |
| MOO | VANECK ETF TRUST | $32.22万 | 0.31% | 3,813 | 3,813 | — | $32.22万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.87万 | 0.32% | 2,247 | -146 | -6.1% | -$2.14万 | 减仓 |
| V | VISA INC | $33.52万 | 0.32% | 1,109 | -56 | -4.8% | -$1.69万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $33.93万 | 0.33% | 4,094 | 4,094 | — | $33.93万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $34.18万 | 0.33% | 2,318 | -334 | -12.6% | -$4.93万 | 减仓 |
| GE | GE AEROSPACE | $34.90万 | 0.34% | 1,230 | 78 | 6.8% | $2.21万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $35.10万 | 0.34% | 3,130 | -16 | -0.5% | -$1,794 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $35.17万 | 0.34% | 2,686 | 35 | 1.3% | $4,583 | 加仓 |
| IYW | ISHARES TR | $35.20万 | 0.34% | 1,940 | -6,804 | -77.8% | -$123.45万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $35.62万 | 0.34% | 9,833 | 2 | 0.0% | $72 | 加仓 |
| QUAL | ISHARES TR | $36.25万 | 0.35% | 1,890 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $36.66万 | 0.35% | 16,000 | 16,000 | — | $36.66万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $37.78万 | 0.37% | 1,768 | 414 | 30.6% | $8.85万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $38.04万 | 0.37% | 11,543 | 168 | 1.5% | $5,536 | 加仓 |
| GLD | SPDR GOLD TR | $38.51万 | 0.37% | 895 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $38.71万 | 0.37% | 4,804 | 273 | 6.0% | $2.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $39.03万 | 0.38% | 1,155 | 173 | 17.6% | $5.85万 | 加仓 |
| NFLX | NETFLIX INC | $39.24万 | 0.38% | 4,081 | -196 | -4.6% | -$1.88万 | 减仓 |
| IAU | ISHARES GOLD TR | $40.20万 | 0.39% | 4,560 | 94 | 2.1% | $8,287 | 加仓 |
| AMAT | APPLIED MATLS INC | $41.12万 | 0.40% | 1,203 | 199 | 19.8% | $6.80万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $42.05万 | 0.41% | 10,147 | 10,147 | — | $42.05万 | 新建仓 |
| XES | SPDR SERIES TRUST | $42.29万 | 0.41% | 3,635 | 3,635 | — | $42.29万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $42.39万 | 0.41% | 18,254 | 177 | 1.0% | $4,110 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $43.29万 | 0.42% | 8,500 | 8,500 | — | $43.29万 | 新建仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $43.90万 | 0.42% | 18,131 | 1,292 | 7.7% | $3.13万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $46.71万 | 0.45% | 9,905 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $51.96万 | 0.50% | 7,589 | 7,589 | — | $51.96万 | 新建仓 |