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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | $52.01万 | 0.50% | 3,972 | 25 | 0.6% | $3,273 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $53.04万 | 0.51% | 2,425 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX ETF TRUST | $53.24万 | 0.51% | 11,610 | 277 | 2.4% | $1.27万 | 加仓 |
| IUSB | ISHARES TR | $54.21万 | 0.52% | 11,735 | 154 | 1.3% | $7,114 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $55.61万 | 0.54% | 11,128 | 11,128 | — | $55.61万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $55.83万 | 0.54% | 17,363 | 17,363 | — | $55.83万 | 新建仓 |
| — | MANAGED PORTFOLIO SERIES | $57.67万 | 0.56% | 23,369 | -1,696 | -6.8% | -$4.19万 | 减仓 |
| APH | AMPHENOL CORP NEW | $58.20万 | 0.56% | 4,606 | 469 | 11.3% | $5.93万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $59.75万 | 0.58% | 706 | 18 | 2.6% | $1.52万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $60.79万 | 0.59% | 610 | 7 | 1.2% | $6,976 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $62.30万 | 0.60% | 8,700 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $62.48万 | 0.60% | 7,100 | -580 | -7.6% | -$5.10万 | 减仓 |
| SLV | ISHARES SILVER TR | $63.61万 | 0.61% | 9,335 | 77 | 0.8% | $5,247 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $68.60万 | 0.66% | 13,687 | 13,687 | — | $68.60万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $69.99万 | 0.68% | 27,885 | -14,140 | -33.6% | -$35.49万 | 减仓 |
| IVW | ISHARES TR | $70.38万 | 0.68% | 6,222 | 184 | 3.0% | $2.08万 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $72.01万 | 0.70% | 17,802 | 17,802 | — | $72.01万 | 新建仓 |
| — | SILA REALTY TRUST INC | $72.94万 | 0.70% | 30,802 | 125 | 0.4% | $2,960 | 加仓 |
| — | EXXON MOBIL CORP | $75.03万 | 0.72% | 4,422 | 180 | 4.2% | $3.05万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $77.40万 | 0.75% | 13,303 | -6,988 | -34.4% | -$40.66万 | 减仓 |
| BIL | SPDR SERIES TRUST | $77.45万 | 0.75% | 8,452 | 6,119 | 262.3% | $56.07万 | 重新持有 |
| AVSF | AMERICAN CENTY ETF TR | $80.06万 | 0.77% | 17,107 | 17,107 | — | $80.06万 | 新建仓 |
| LDUR | PIMCO ETF TR | $80.12万 | 0.77% | 8,362 | 8,362 | — | $80.12万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $80.85万 | 0.78% | 17,618 | -2,292 | -11.5% | -$10.52万 | 减仓 |
| LOW | LOWES COS INC | $83.73万 | 0.81% | 3,544 | 18 | 0.5% | $4,253 | 加仓 |
| LLY | ELI LILLY & CO | $84.20万 | 0.81% | 915 | 151 | 19.8% | $13.90万 | 加仓 |
| GEV | GE VERNOVA INC | $84.67万 | 0.82% | 970 | 2 | 0.2% | $1,746 | 加仓 |
| META | META PLATFORMS INC | $85.77万 | 0.83% | 1,499 | -347 | -18.8% | -$19.85万 | 减仓 |
| IVE | ISHARES TR | $86.04万 | 0.83% | 4,075 | -672 | -14.2% | -$14.19万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $88.40万 | 0.85% | 10,783 | 10,783 | — | $88.40万 | 新建仓 |
| ASML | ASML HOLDING N V | $89.29万 | 0.86% | 676 | 43 | 6.8% | $5.68万 | 加仓 |
| AVGO | BROADCOM INC | $96.69万 | 0.93% | 3,124 | 65 | 2.1% | $2.01万 | 加仓 |
| TSLA | TESLA INC | $97.44万 | 0.94% | 2,621 | 117 | 4.7% | $4.35万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $110.19万 | 1.06% | 3,746 | 72 | 2.0% | $2.12万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $112.93万 | 1.09% | 15,440 | 15,440 | — | $112.93万 | 新建仓 |
| MSFT | MICROSOFT CORP | $122.85万 | 1.19% | 3,319 | -249 | -7.0% | -$9.22万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $124.05万 | 1.20% | 11,383 | -2,868 | -20.1% | -$31.26万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $139.78万 | 1.35% | 28,312 | -10,051 | -26.2% | -$49.62万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $141.29万 | 1.37% | 8,736 | 2,049 | 30.6% | $33.14万 | 加仓 |
| AMZN | AMAZON COM INC | $141.75万 | 1.37% | 6,806 | -320 | -4.5% | -$6.66万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $143.81万 | 1.39% | 18,789 | 4,031 | 27.3% | $30.85万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $144.47万 | 1.40% | 9,854 | -863 | -8.1% | -$12.65万 | 减仓 |
| GOOGL | ALPHABET INC | $167.89万 | 1.62% | 5,838 | 41 | 0.7% | $1.18万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $177.44万 | 1.71% | 16,005 | -3,308 | -17.1% | -$36.67万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $177.99万 | 1.72% | 29,055 | 25,961 | 839.1% | $159.04万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $193.12万 | 1.87% | 4,030 | -1 | -0.0% | -$479 | 减仓 |
| WMT | WALMART INC | $209.19万 | 2.02% | 16,832 | 57 | 0.3% | $7,084 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $233.64万 | 2.26% | 76,153 | 76,153 | — | $233.64万 | 新建仓 |
| AAPL | APPLE INC | $264.60万 | 2.56% | 10,426 | 1,258 | 13.7% | $31.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $396.55万 | 3.83% | 22,738 | 1,629 | 7.7% | $28.41万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $461.95万 | 4.46% | 34,759 | -5,706 | -14.1% | -$75.83万 | 减仓 |
| OKE | ONEOK INC NEW | $465.96万 | 4.50% | 51,550 | 661 | 1.3% | $5.97万 | 加仓 |
| URTH | ISHARES INC | $831.55万 | 8.03% | 46,192 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $1,064.06万 | 10.28% | 74,708 | -2,977 | -3.8% | -$42.40万 | 减仓 |