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 |
|---|---|---|---|---|---|---|---|---|
| FLTR | VANECK ETF TRUST | $3,909.95万 | 9.08% | 1,526,730 | 89,302 | 6.2% | $228.70万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,457.06万 | 8.03% | 79,779 | -5,036 | -5.9% | -$218.22万 | 减仓 |
| AAPL | APPLE INC | $2,344.24万 | 5.45% | 81,015 | 282 | 0.3% | $8.16万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,318.86万 | 5.39% | 97,999 | -2,422 | -2.4% | -$57.31万 | 减仓 |
| CAT | CATERPILLAR INC | $2,210.03万 | 5.13% | 20,753 | -1,041 | -4.8% | -$110.86万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $2,022.19万 | 4.70% | 400,512 | 2,677 | 0.7% | $13.52万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,727.24万 | 4.01% | 142,253 | 2,030 | 1.4% | $24.65万 | 加仓 |
| IVV | ISHARES TR | $1,667.93万 | 3.88% | 22,272 | -694 | -3.0% | -$51.97万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,585.15万 | 3.68% | 184,020 | 3,480 | 1.9% | $29.98万 | 加仓 |
| CSCO | CISCO SYS INC | $1,394.78万 | 3.24% | 118,746 | -46 | -0.0% | -$5,403 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,259.80万 | 2.93% | 38,487 | 498 | 1.3% | $16.30万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,232.26万 | 2.86% | 40,231 | 1,822 | 4.7% | $55.81万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,175.76万 | 2.73% | 45,145 | 287 | 0.6% | $7.47万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,092.12万 | 2.54% | 191,667 | 6,131 | 3.3% | $34.93万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $1,087.29万 | 2.53% | 130,511 | 1,003 | 0.8% | $8.36万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,060.44万 | 2.46% | 41,754 | 873 | 2.1% | $22.17万 | 加仓 |
| AMGN | AMGEN INC | $974.33万 | 2.26% | 26,906 | 927 | 3.6% | $33.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $956.76万 | 2.22% | 25,649 | 2,014 | 8.5% | $75.13万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $913.57万 | 2.12% | 120,396 | -30 | -0.0% | -$2,276 | 减仓 |
| ABBV | ABBVIE INC | $909.74万 | 2.11% | 36,152 | 32,980 | 1,039.7% | $829.91万 | 加仓 |
| HD | HOME DEPOT INC | $840.37万 | 1.95% | 23,828 | 1,675 | 7.6% | $59.07万 | 加仓 |
| PWRD | TCW ETF TRUST | $839.12万 | 1.95% | 68,243 | 65,605 | 2,486.9% | $806.68万 | 加仓 |
| QCOM | QUALCOMM INC | $641.40万 | 1.49% | 34,710 | 2,762 | 8.6% | $51.04万 | 加仓 |
| CRH | CRH PLC | $565.77万 | 1.31% | 52,875 | 4,376 | 9.0% | $46.82万 | 加仓 |
| AMZN | AMAZON COM INC | $433.97万 | 1.01% | 18,208 | 649 | 3.7% | $15.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $432.59万 | 1.01% | 21,620 | 661 | 3.2% | $13.23万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $415.07万 | 0.96% | 8,150 | 8,150 | — | $415.07万 | 新建仓 |
| GOOGL | ALPHABET INC | $356.52万 | 0.83% | 9,976 | 488 | 5.1% | $17.44万 | 加仓 |
| C | CITIGROUP INC | $262.53万 | 0.61% | 18,758 | 386 | 2.1% | $5.40万 | 加仓 |
| RTX | RTX CORPORATION | $258.26万 | 0.60% | 13,612 | 7 | 0.1% | $1,328 | 加仓 |
| CLOI | VANECK ETF TRUST | $179.26万 | 0.42% | 33,855 | 33,855 | — | $179.26万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $173.35万 | 0.40% | 10,458 | 62 | 0.6% | $1.03万 | 加仓 |
| META | META PLATFORMS INC | $156.02万 | 0.36% | 2,770 | 117 | 4.4% | $6.59万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $147.02万 | 0.34% | 15,934 | 656 | 4.3% | $6.05万 | 加仓 |
| LLY | ELI LILLY & CO | $138.30万 | 0.32% | 1,153 | -43 | -3.6% | -$5.16万 | 减仓 |
| ICSH | ISHARES TR | $128.18万 | 0.30% | 25,341 | 970 | 4.0% | $4.91万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $127.35万 | 0.30% | 5,361 | 13 | 0.2% | $3,088 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $125.63万 | 0.29% | 37,125 | -761 | -2.0% | -$2.58万 | 减仓 |
| BA | BOEING CO | $113.52万 | 0.26% | 5,244 | 49 | 0.9% | $1.06万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $109.72万 | 0.25% | 20,963 | 20,963 | — | $109.72万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $106.44万 | 0.25% | 1,138 | 2 | 0.2% | $1,871 | 加仓 |
| ITA | ISHARES TR | $103.85万 | 0.24% | 4,284 | 3 | 0.1% | $727 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $102.73万 | 0.24% | 32,397 | 1,125 | 3.6% | $3.57万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $100.90万 | 0.23% | 1,737 | -125 | -6.7% | -$7.26万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $98.22万 | 0.23% | 1,287 | 143 | 12.5% | $10.91万 | 加仓 |
| QQQ | INVESCO QQQ TR | $96.34万 | 0.22% | 1,308 | -17 | -1.3% | -$1.25万 | 减仓 |
| USB | US BANCORP | $96.27万 | 0.22% | 15,938 | 155 | 1.0% | $9,362 | 加仓 |
| WMT | WALMART INC | $91.90万 | 0.21% | 8,114 | 2 | 0.0% | $227 | 加仓 |
| VBK | VANGUARD INDEX FDS | $89.64万 | 0.21% | 2,451 | 2 | 0.1% | $731 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $81.30万 | 0.19% | 5,145 | 189 | 3.8% | $2.99万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $72.26万 | 0.17% | 3,793 | -61 | -1.6% | -$1.16万 | 减仓 |
| KKR | KKR & CO INC | $69.98万 | 0.16% | 7,625 | 39 | 0.5% | $3,579 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $68.18万 | 0.16% | 3,204 | -41 | -1.3% | -$8,724 | 减仓 |
| GE | GE AEROSPACE | $67.72万 | 0.16% | 1,812 | 2 | 0.1% | $747 | 加仓 |
| TSLA | TESLA INC | $67.67万 | 0.16% | 1,609 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $61.95万 | 0.14% | 8,676 | 267 | 3.2% | $1.91万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $61.29万 | 0.14% | 1,656 | 24 | 1.5% | $8,882 | 加仓 |
| IWD | ISHARES TR | $60.81万 | 0.14% | 2,508 | 203 | 8.8% | $4.92万 | 加仓 |
| IVW | ISHARES TR | $60.48万 | 0.14% | 4,397 | -237 | -5.1% | -$3.26万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $58.31万 | 0.14% | 4,901 | 149 | 3.1% | $1.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.09万 | 0.13% | 1,141 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $55.12万 | 0.13% | 6,582 | 13 | 0.2% | $1,089 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $52.92万 | 0.12% | 1,999 | 102 | 5.4% | $2.70万 | 加仓 |
| AVGO | BROADCOM INC | $52.32万 | 0.12% | 1,385 | -717 | -34.1% | -$27.08万 | 减仓 |
| GEV | GE VERNOVA INC | $51.96万 | 0.12% | 442 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $47.47万 | 0.11% | 1,392 | 200 | 16.8% | $6.82万 | 重新持有 |
| SO | SOUTHERN CO | $47.21万 | 0.11% | 4,932 | 22 | 0.4% | $2,106 | 加仓 |
| GOOG | ALPHABET INC | $45.16万 | 0.10% | 1,278 | 15 | 1.2% | $5,301 | 加仓 |
| SPTM | SPDR SERIES TRUST | $42.50万 | 0.10% | 4,681 | -29 | -0.6% | -$2,633 | 减仓 |
| WFC | WELLS FARGO & CO | $41.92万 | 0.10% | 5,073 | -16 | -0.3% | -$1,322 | 减仓 |
| INTC | INTEL CORP | $41.35万 | 0.10% | 2,961 | 2,961 | — | $41.35万 | 新建仓 |
| V | VISA INC | $41.26万 | 0.10% | 1,203 | 366 | 43.7% | $12.55万 | 加仓 |
| MS | MORGAN STANLEY | $40.81万 | 0.09% | 1,952 | 32 | 1.7% | $6,691 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $39.64万 | 0.09% | 4,412 | -508 | -10.3% | -$4.56万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $38.69万 | 0.09% | 7,216 | 195 | 2.8% | $1.05万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $38.13万 | 0.09% | 377 | 7 | 1.9% | $7,081 | 加仓 |
| MGK | VANGUARD WORLD FD | $37.94万 | 0.09% | 4,316 | -329 | -7.1% | -$2.89万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $37.34万 | 0.09% | 12,689 | 31 | 0.2% | $912 | 加仓 |
| SMH | VANECK ETF TRUST | $36.30万 | 0.08% | 553 | -743 | -57.3% | -$48.77万 | 减仓 |
| CRWV | COREWEAVE INC | $36.10万 | 0.08% | 3,627 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $35.16万 | 0.08% | 4,873 | 632 | 14.9% | $4.56万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $32.72万 | 0.08% | 758 | 758 | — | $32.72万 | 新建仓 |
| LOW | LOWES COS INC | $31.40万 | 0.07% | 1,424 | 5 | 0.4% | $1,102 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $31.22万 | 0.07% | 8,640 | 20 | 0.2% | $723 | 加仓 |
| CSX | CSX CORP | $30.63万 | 0.07% | 6,444 | 5 | 0.1% | $238 | 加仓 |
| DLN | WISDOMTREE TR | $29.49万 | 0.07% | 3,062 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $27.79万 | 0.06% | 921 | 921 | — | $27.79万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $27.55万 | 0.06% | 1,879 | 330 | 21.3% | $4.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.37万 | 0.06% | 367 | 8 | 2.2% | $5,967 | 加仓 |
| KO | COCA COLA CO | $26.30万 | 0.06% | 3,237 | 13 | 0.4% | $1,056 | 加仓 |
| NEE | NEXTERA ENERGY INC | $25.54万 | 0.06% | 2,910 | -25 | -0.9% | -$2,194 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $25.49万 | 0.06% | 803 | 4 | 0.5% | $1,270 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $24.56万 | 0.06% | 4,404 | 8 | 0.2% | $446 | 加仓 |
| VOO | VANGUARD INDEX FDS | $24.56万 | 0.06% | 358 | -145 | -28.8% | -$9.95万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $24.51万 | 0.06% | 725 | 34 | 4.9% | $1.15万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.35万 | 0.06% | 5,750 | 282 | 5.2% | $1.19万 | 加仓 |
| SGOV | ISHARES TR | $24.09万 | 0.06% | 2,393 | 2,393 | — | $24.09万 | 新建仓 |
| GLW | CORNING INC | $23.98万 | 0.06% | 939 | 939 | — | $23.98万 | 新建仓 |
| MCD | MCDONALDS CORP | $23.69万 | 0.06% | 876 | 97 | 12.5% | $2.62万 | 加仓 |
| BLK | BLACKROCK INC | $23.43万 | 0.05% | 244 | 1 | 0.4% | $960 | 加仓 |