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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $1,228.38万 | 9.01% | 74,778 | 70 | 0.1% | $1.15万 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $967.38万 | 7.09% | 23,000 | 14,500 | 170.6% | $609.87万 | 加仓 |
| URTH | ISHARES INC | $936.03万 | 6.86% | 46,192 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $636.91万 | 4.67% | 33,430 | -1,329 | -3.8% | -$25.32万 | 减仓 |
| OKE | ONEOK INC NEW | $451.46万 | 3.31% | 51,928 | 378 | 0.7% | $3.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $450.33万 | 3.30% | 22,507 | -231 | -1.0% | -$4.62万 | 减仓 |
| AAPL | APPLE INC | $307.64万 | 2.26% | 10,632 | 206 | 2.0% | $5.96万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $248.81万 | 1.82% | 28,313 | 9,524 | 50.7% | $83.70万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $230.23万 | 1.69% | 42,945 | 14,633 | 51.7% | $78.45万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $226.65万 | 1.66% | 14,031 | 10,901 | 348.3% | $176.09万 | 加仓 |
| GOOGL | ALPHABET INC | $213.39万 | 1.56% | 5,971 | 133 | 2.3% | $4.75万 | 加仓 |
| TLT | ISHARES TR 看涨期权 | $207.41万 | 1.52% | 24,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $202.06万 | 1.48% | 4,038 | 8 | 0.2% | $4,003 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $194.16万 | 1.42% | 10,482 | 1,746 | 20.0% | $32.34万 | 加仓 |
| WMT | WALMART INC | $191.41万 | 1.40% | 16,900 | 68 | 0.4% | $7,702 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $155.15万 | 1.14% | 13,229 | 1,846 | 16.2% | $21.65万 | 加仓 |
| AMZN | AMAZON COM INC | $153.97万 | 1.13% | 6,460 | -346 | -5.1% | -$8.25万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $147.69万 | 1.08% | 46,574 | -29,579 | -38.8% | -$93.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $146.08万 | 1.07% | 3,916 | 597 | 18.0% | $22.27万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $144.25万 | 1.06% | 13,465 | -2,540 | -15.9% | -$27.21万 | 减仓 |
| ASML | ASML HLDG NV | $140.85万 | 1.03% | 708 | 32 | 4.7% | $6.37万 | 加仓 |
| AVGO | BROADCOM INC | $138.53万 | 1.02% | 3,667 | 543 | 17.4% | $20.51万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $124.48万 | 0.91% | 7,846 | -2,008 | -20.4% | -$31.86万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $122.99万 | 0.90% | 3,757 | 11 | 0.3% | $3,601 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $120.37万 | 0.88% | 16,299 | 16,299 | — | $120.37万 | 新建仓 |
| GEV | GE VERNOVA INC | $118.31万 | 0.87% | 1,007 | 37 | 3.8% | $4.35万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $114.14万 | 0.84% | 39,412 | 11,527 | 41.3% | $33.38万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $112.87万 | 0.83% | 1,943 | 763 | 64.7% | $44.32万 | 加仓 |
| TSLA | TESLA INC | $109.69万 | 0.80% | 2,608 | -13 | -0.5% | -$5,468 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $107.35万 | 0.79% | 3,887 | 1,160 | 42.5% | $32.04万 | 加仓 |
| BIL | SPDR SERIES TRUST | $107.21万 | 0.79% | 11,699 | 3,247 | 38.4% | $29.76万 | 加仓 |
| LLY | ELI LILLY & CO | $100.27万 | 0.74% | 836 | -79 | -8.6% | -$9.48万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $97.36万 | 0.71% | 18,331 | -10,724 | -36.9% | -$56.96万 | 减仓 |
| IUSB | ISHARES TR | $96.67万 | 0.71% | 20,948 | 9,213 | 78.5% | $42.52万 | 加仓 |
| IVW | ISHARES TR | $93.61万 | 0.69% | 6,807 | 585 | 9.4% | $8.05万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $92.04万 | 0.67% | 29,836 | 29,836 | — | $92.04万 | 新建仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $91.97万 | 0.67% | 18,338 | 4,651 | 34.0% | $23.32万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $91.51万 | 0.67% | 13,456 | 153 | 1.2% | $1.04万 | 加仓 |
| AMAT | APPLIED MATLS INC | $86.83万 | 0.64% | 1,201 | -2 | -0.2% | -$1,446 | 减仓 |
| ARKG | ARK ETF TR 看涨期权 | $84.12万 | 0.62% | 20,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $82.09万 | 0.60% | 1,719 | 564 | 48.8% | $26.93万 | 加仓 |
| META | META PLATFORMS INC | $78.53万 | 0.58% | 1,394 | -105 | -7.0% | -$5.91万 | 减仓 |
| LOW | LOWES COS INC | $78.52万 | 0.58% | 3,561 | 17 | 0.5% | $3,749 | 加仓 |
| IVE | ISHARES TR | $77.54万 | 0.57% | 3,415 | -660 | -16.2% | -$14.99万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $72.85万 | 0.53% | 1,681 | -87 | -4.9% | -$3.77万 | 减仓 |
| ACWX | ISHARES TR | $70.88万 | 0.52% | 9,313 | 1,724 | 22.7% | $13.12万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $69.92万 | 0.51% | 691 | -15 | -2.1% | -$1.52万 | 减仓 |
| APH | AMPHENOL CORP | $67.61万 | 0.50% | 3,834 | -772 | -16.8% | -$13.61万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $65.98万 | 0.48% | 19,498 | 11,017 | 129.9% | $37.28万 | 加仓 |
| CLOI | VANECK ETF TRUST | $65.57万 | 0.48% | 12,383 | 12,383 | — | $65.57万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $64.38万 | 0.47% | 17,589 | 226 | 1.3% | $8,272 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $62.32万 | 0.46% | 4,206 | 4,206 | — | $62.32万 | 新建仓 |
| IYW | ISHARES TR | $60.53万 | 0.44% | 2,400 | 460 | 23.7% | $11.60万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $60.14万 | 0.44% | 521 | 521 | — | $60.14万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $59.84万 | 0.44% | 13,198 | -4,420 | -25.1% | -$20.04万 | 减仓 |
| — | EXXON MOBIL CORP | $59.15万 | 0.43% | 4,326 | -96 | -2.2% | -$1.31万 | 减仓 |
| REMX | VANECK ETF TRUST | $58.58万 | 0.43% | 6,619 | -481 | -6.8% | -$4.26万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $55.20万 | 0.40% | 590 | -20 | -3.3% | -$1.87万 | 减仓 |
| — | MANAGED PORTFOLIO SER | $54.39万 | 0.40% | 22,073 | -1,296 | -5.5% | -$3.19万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $54.23万 | 0.40% | 1,903 | -415 | -17.9% | -$11.83万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $51.68万 | 0.38% | 9,909 | 4 | 0.0% | $209 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $50.61万 | 0.37% | 3,998 | 26 | 0.7% | $3,291 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $50.04万 | 0.37% | 3,671 | 3,671 | — | $50.04万 | 新建仓 |
| SLV | ISHARES SILVER TR | $49.54万 | 0.36% | 9,265 | -70 | -0.7% | -$3,743 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $49.41万 | 0.36% | 2,631 | -533 | -16.8% | -$10.01万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $48.91万 | 0.36% | 8,700 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $48.25万 | 0.35% | 5,430 | 1,336 | 32.6% | $11.87万 | 加仓 |
| GRNY | TIDAL TRUST I | $48.25万 | 0.35% | 17,449 | 5,574 | 46.9% | $15.41万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $48.17万 | 0.35% | 4,129 | 1,882 | 83.8% | $21.96万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $47.31万 | 0.35% | 20,455 | 2,201 | 12.1% | $5.09万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $45.66万 | 0.33% | 8,661 | -2,882 | -25.0% | -$15.19万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $45.00万 | 0.33% | 3,377 | 94 | 2.9% | $1.25万 | 重新持有 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $43.93万 | 0.32% | 2,425 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $43.51万 | 0.32% | 2,063 | 153 | 8.0% | $3.23万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $43.49万 | 0.32% | 4,706 | 1,098 | 30.4% | $10.15万 | 加仓 |
| GE | GE AEROSPACE | $43.21万 | 0.32% | 1,156 | -74 | -6.0% | -$2.77万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $41.67万 | 0.31% | 1,222 | 1,222 | — | $41.67万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $41.38万 | 0.30% | 1,389 | -642 | -31.6% | -$19.12万 | 减仓 |
| GOVT | ISHARES TR | $40.99万 | 0.30% | 17,994 | 1,994 | 12.5% | $4.54万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $39.90万 | 0.29% | 5,005 | 5,005 | — | $39.90万 | 新建仓 |
| KHPI | MANAGED PORTFOLIO SER | $39.27万 | 0.29% | 15,208 | -2,923 | -16.1% | -$7.55万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $38.89万 | 0.29% | 2,662 | -24 | -0.9% | -$3,507 | 减仓 |
| V | VISA INC | $38.81万 | 0.28% | 1,131 | 22 | 2.0% | $7,549 | 加仓 |
| RY | ROYAL BK CDA | $38.39万 | 0.28% | 1,855 | 9 | 0.5% | $1,863 | 加仓 |
| — | SPDR SERIES TRUST | $36.10万 | 0.26% | 3,021 | 95 | 3.2% | $1.14万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $35.31万 | 0.26% | 7,010 | 378 | 5.7% | $1.90万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $34.86万 | 0.26% | 2,328 | 275 | 13.4% | $4.12万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $34.61万 | 0.25% | 802 | 802 | — | $34.61万 | 新建仓 |
| IAU | ISHARES GOLD TR | $34.43万 | 0.25% | 4,560 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX ETF TRUST | $34.42万 | 0.25% | 7,551 | -4,059 | -35.0% | -$18.50万 | 减仓 |
| GOOG | ALPHABET INC | $34.32万 | 0.25% | 971 | 324 | 50.1% | $11.45万 | 重新持有 |
| VLUE | ISHARES TR | $34.23万 | 0.25% | 1,713 | -144 | -7.8% | -$2.88万 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $33.87万 | 0.25% | 1,994 | 11 | 0.6% | $1,869 | 加仓 |
| QQQI | NEOS ETF TRUST | $33.78万 | 0.25% | 5,949 | 5,949 | — | $33.78万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $33.00万 | 0.24% | 6,493 | -4,635 | -41.7% | -$23.56万 | 减仓 |
| GLD | SPDR GOLD TR | $32.97万 | 0.24% | 895 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $32.81万 | 0.24% | 3,471 | 383 | 12.4% | $3.62万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $32.76万 | 0.24% | 1,147 | -2,400 | -67.7% | -$68.54万 | 重新持有 |
| ABBV | ABBVIE INC | $32.28万 | 0.24% | 1,283 | -72 | -5.3% | -$1.81万 | 减仓 |
| INTC | INTEL CORP | $32.18万 | 0.24% | 2,305 | 2,305 | — | $32.18万 | 新建仓 |