Fulcrum Equity Management
PLANO TX · SEC CIK 0001737888
$1.36亿2026Q2 申报市值
144持仓数
41.7%前十大占比 · 第一大 9.0%
30 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPMO 加仓+$176.09万
DRAM 新建仓+$120.37万
FLRN 新建仓+$92.04万
SPYM 加仓+$83.70万
XLF 加仓+$78.45万
2026Q2 卖出最多 按季末市值估算
SPLV 清仓-$112.93万
SCHD 减仓-$93.79万
XLP 清仓-$88.40万
LDUR 清仓-$80.12万
AVSF 清仓-$80.06万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| HSBC | HSBC HLDGS PLC | $31.87万 | 0.23% | 3,352 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $31.75万 | 0.23% | 4,973 | 4,973 | — | $31.75万 | 新建仓 |
| SHLD | GLOBAL X FDS | $31.74万 | 0.23% | 5,316 | 1,178 | 28.5% | $7.03万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $31.28万 | 0.23% | 1,200 | 1,200 | — | $31.28万 | 新建仓 |
| DASH | DOORDASH INC | $30.89万 | 0.23% | 1,674 | 144 | 9.4% | $2.66万 | 加仓 |
| KO | COCA COLA CO | $30.69万 | 0.23% | 3,777 | -124 | -3.2% | -$1.01万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $30.53万 | 0.22% | 16,850 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $30.26万 | 0.22% | 2,065 | 306 | 17.4% | $4.48万 | 加仓 |
| GRNJ | TIDAL TRUST III | $30.22万 | 0.22% | 9,613 | 9,613 | — | $30.22万 | 新建仓 |
| XTL | SPDR SERIES TRUST | $30.09万 | 0.22% | 1,323 | -31 | -2.3% | -$7,050 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $29.93万 | 0.22% | 10,672 | 10,672 | — | $29.93万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.71万 | 0.22% | 398 | -761 | -65.7% | -$56.81万 | 重新持有 |
| SPYI | NEOS ETF TRUST | $29.30万 | 0.21% | 5,519 | 5,519 | — | $29.30万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $28.83万 | 0.21% | 20,893 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $28.29万 | 0.21% | 1,805 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $27.58万 | 0.20% | 383 | 383 | — | $27.58万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $27.09万 | 0.20% | 2,665 | 2,665 | — | $27.09万 | 新建仓 |
| CSCO | CISCO SYS INC | $26.97万 | 0.20% | 2,296 | 2,296 | — | $26.97万 | 新建仓 |
| EME | EMCOR GROUP INC | $26.56万 | 0.19% | 320 | -11 | -3.3% | -$9,129 | 减仓 |
| — | ALPS ETF TR | $26.34万 | 0.19% | 4,074 | -3,424 | -45.7% | -$22.14万 | 重新持有 |
| ENB | ENBRIDGE INC | $26.07万 | 0.19% | 4,810 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $26.00万 | 0.19% | 3,343 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $25.55万 | 0.19% | 5,927 | -3,906 | -39.7% | -$16.84万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $25.46万 | 0.19% | 2,638 | -2,166 | -45.1% | -$20.90万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $24.95万 | 0.18% | 1,959 | -1,315 | -40.2% | -$16.75万 | 重新持有 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $24.69万 | 0.18% | 1,711 | 1,711 | — | $24.69万 | 新建仓 |
| VFMO | VANGUARD WELLINGTON FD | $24.45万 | 0.18% | 980 | 980 | — | $24.45万 | 新建仓 |
| NEM | NEWMONT CORP | $24.27万 | 0.18% | 2,599 | 601 | 30.1% | $5.61万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $24.25万 | 0.18% | 2,109 | 2,109 | — | $24.25万 | 新建仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $23.79万 | 0.17% | 5,374 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $22.70万 | 0.17% | 1,255 | 1 | 0.1% | $181 | 加仓 |
| C | CITIGROUP INC | $22.55万 | 0.17% | 1,611 | 1,611 | — | $22.55万 | 新建仓 |
| TSLA | TESLA INC 看涨期权 | $21.03万 | 0.15% | 500 | -4,500 | -90.0% | -$189.27万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $20.97万 | 0.15% | 4,763 | 4,763 | — | $20.97万 | 新建仓 |
| ENTG | ENTEGRIS INC | $20.81万 | 0.15% | 1,157 | 1,157 | — | $20.81万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.71万 | 0.15% | 4,891 | -82 | -1.6% | -$3,472 | 减仓 |
| ADI | ANALOG DEVICES INC | $20.69万 | 0.15% | 521 | 521 | — | $20.69万 | 新建仓 |
| BN | BROOKFIELD CORP | $20.65万 | 0.15% | 4,848 | 51 | 1.1% | $2,172 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $20.34万 | 0.15% | 396 | -30 | -7.0% | -$1.54万 | 减仓 |
| KLAC | KLA CORP | $20.34万 | 0.15% | 674 | 674 | — | $20.34万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $20.33万 | 0.15% | 756 | 756 | — | $20.33万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $20.22万 | 0.15% | 4,020 | 4,020 | — | $20.22万 | 新建仓 |
| RTX | RTX CORPORATION | $20.04万 | 0.15% | 1,056 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $1.89万 | 0.01% | 219 | 219 | — | $1.89万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -15,440 | -100.0% | -$112.93万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -10,783 | -100.0% | -$88.40万 | 清仓 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | -8,362 | -100.0% | -$80.12万 | 清仓 |
| AVSF | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -17,107 | -100.0% | -$80.06万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -30,802 | -100.0% | -$72.94万 | 清仓 |
| — | MANAGED PORTFOLIO SERIES | $0 | 0.00% | 0 | -17,802 | -100.0% | -$72.01万 | 清仓 |
| XES | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,635 | -100.0% | -$42.29万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -10,147 | -100.0% | -$42.05万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -4,081 | -100.0% | -$39.24万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,890 | -100.0% | -$36.25万 | 清仓 |
| MOO | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,813 | -100.0% | -$32.22万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -4,142 | -100.0% | -$30.80万 | 清仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,788 | -100.0% | -$30.52万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -5,322 | -100.0% | -$26.63万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -11,418 | -100.0% | -$25.27万 | 清仓 |
| — | ETFIS SER TR I | $0 | 0.00% | 0 | -2,889 | -100.0% | -$24.00万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -5,018 | -100.0% | -$23.95万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -6,723 | -100.0% | -$23.63万 | 清仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -6,817 | -100.0% | -$21.60万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -292 | -100.0% | -$21.25万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -30,500 | -100.0% | -$5.95万 | 清仓 |