Fusion Capital, LLC
MT. PLEASANT SC · SEC CIK 0001802955
$4.30亿2026Q2 申报市值
112持仓数
52.6%前十大占比 · 第一大 9.1%
13 / 7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
ABBV 加仓+$829.91万
PWRD 加仓+$806.68万
NOC 新建仓+$415.07万
FLTR 加仓+$228.70万
CLOI 新建仓+$179.26万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,305.22万
SNY 清仓-$729.96万
SPHD 清仓-$667.65万
ALLE 清仓-$445.70万
LRCX 减仓-$218.22万
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 |
|---|---|---|---|---|---|---|---|---|
| FV | FIRST TR EXCHANGE TRADED FD | $913.57万 | 2.12% | 120,396 | -30 | -0.0% | -$2,276 | 减仓 |
| MSFT | MICROSOFT CORP | $956.76万 | 2.22% | 25,649 | 2,014 | 8.5% | $75.13万 | 加仓 |
| AMGN | AMGEN INC | $974.33万 | 2.26% | 26,906 | 927 | 3.6% | $33.57万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,060.44万 | 2.46% | 41,754 | 873 | 2.1% | $22.17万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $1,087.29万 | 2.53% | 130,511 | 1,003 | 0.8% | $8.36万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,092.12万 | 2.54% | 191,667 | 6,131 | 3.3% | $34.93万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,175.76万 | 2.73% | 45,145 | 287 | 0.6% | $7.47万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,232.26万 | 2.86% | 40,231 | 1,822 | 4.7% | $55.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,259.80万 | 2.93% | 38,487 | 498 | 1.3% | $16.30万 | 加仓 |
| CSCO | CISCO SYS INC | $1,394.78万 | 3.24% | 118,746 | -46 | -0.0% | -$5,403 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,585.15万 | 3.68% | 184,020 | 3,480 | 1.9% | $29.98万 | 加仓 |
| IVV | ISHARES TR | $1,667.93万 | 3.88% | 22,272 | -694 | -3.0% | -$51.97万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,727.24万 | 4.01% | 142,253 | 2,030 | 1.4% | $24.65万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,022.19万 | 4.70% | 400,512 | 2,677 | 0.7% | $13.52万 | 加仓 |
| CAT | CATERPILLAR INC | $2,210.03万 | 5.13% | 20,753 | -1,041 | -4.8% | -$110.86万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,318.86万 | 5.39% | 97,999 | -2,422 | -2.4% | -$57.31万 | 减仓 |
| AAPL | APPLE INC | $2,344.24万 | 5.45% | 81,015 | 282 | 0.3% | $8.16万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,457.06万 | 8.03% | 79,779 | -5,036 | -5.9% | -$218.22万 | 减仓 |
| FLTR | VANECK ETF TRUST | $3,909.95万 | 9.08% | 1,526,730 | 89,302 | 6.2% | $228.70万 | 加仓 |