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 |
|---|---|---|---|---|---|---|---|---|
| ENB | ENBRIDGE INC | $26.04万 | 0.25% | 4,810 | 96 | 2.0% | $5,197 | 加仓 |
| ORCL | ORACLE CORP | $25.88万 | 0.25% | 1,759 | -179 | -9.2% | -$2.63万 | 减仓 |
| XTL | SPDR SERIES TRUST | $25.46万 | 0.25% | 1,354 | -5,311 | -79.7% | -$99.88万 | 重新持有 |
| — | FIRST TR EXCHANGE TRADED FD | $25.27万 | 0.24% | 11,418 | 11,418 | — | $25.27万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.96万 | 0.24% | 4,973 | -29 | -0.6% | -$1,456 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $24.70万 | 0.24% | 8,481 | -18,764 | -68.9% | -$54.66万 | 减仓 |
| EME | EMCOR GROUP INC | $24.44万 | 0.24% | 331 | 331 | — | $24.44万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $24.35万 | 0.24% | 1,983 | -1,078 | -35.2% | -$13.24万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.00万 | 0.23% | 1,180 | 1,180 | — | $24.00万 | 新建仓 |
| — | ETFIS SER TR I | $24.00万 | 0.23% | 2,889 | -1,263 | -30.4% | -$10.49万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $23.95万 | 0.23% | 5,018 | 5,018 | — | $23.95万 | 新建仓 |
| — | COTERRA ENERGY INC | $23.63万 | 0.23% | 6,723 | 6,723 | — | $23.63万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $23.57万 | 0.23% | 20,893 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $23.13万 | 0.22% | 2,053 | -543 | -20.9% | -$6.12万 | 减仓 |
| DASH | DOORDASH INC | $22.97万 | 0.22% | 1,530 | 144 | 10.4% | $2.16万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $22.70万 | 0.22% | 5,374 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $21.67万 | 0.21% | 3,608 | -668 | -15.6% | -$4.01万 | 减仓 |
| NEM | NEWMONT CORP | $21.63万 | 0.21% | 1,998 | 1,998 | — | $21.63万 | 新建仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $21.60万 | 0.21% | 6,817 | 6,817 | — | $21.60万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $21.29万 | 0.21% | 426 | -39 | -8.4% | -$1.95万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $21.25万 | 0.21% | 292 | 292 | — | $21.25万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.73万 | 0.20% | 1,254 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $20.37万 | 0.20% | 1,056 | 1,056 | — | $20.37万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.12万 | 0.19% | 2,031 | 2,031 | — | $20.12万 | 新建仓 |
| — | BITFARMS LTD | $5.95万 | 0.06% | 30,500 | -17,100 | -35.9% | -$3.33万 | 减仓 |
| ARKG | ARK ETF TR 看涨期权 | $2.60万 | 0.03% | 20,000 | 20,000 | — | $2.60万 | 新建仓 |
| TLT | ISHARES TR 看涨期权 | $7,178 | 0.01% | 24,000 | 24,000 | — | $7,178 | 新建仓 |
| 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 |