FISCHER INVESTMENT STRATEGIES, LLC
Westlake Village CA · SEC CIK 0001977444
$2.10亿2026Q2 申报市值
49持仓数
70.1%前十大占比 · 第一大 13.5%
5 / 3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
ACYN 新建仓+$965.63万
DFUV 加仓+$475.22万
DFIV 加仓+$223.73万
RDVI 加仓+$131.42万
SDCI 新建仓+$120.16万
2026Q2 卖出最多 按季末市值估算
XBI 重新持有-$423.84万
SPMO 减仓-$202.15万
URTH 减仓-$127.62万
SPY 减仓-$93.95万
XME 减仓-$89.08万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | $2,826.85万 | 13.49% | 513,880 | 86,388 | 20.2% | $475.22万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,255.75万 | 10.76% | 139,640 | -12,514 | -8.2% | -$202.15万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,156.45万 | 10.29% | 399,195 | 41,417 | 11.6% | $223.73万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $2,104.22万 | 10.04% | 708,015 | -11,720 | -1.6% | -$34.83万 | 减仓 |
| BOXX | EA SERIES TRUST | $1,142.24万 | 5.45% | 97,552 | 8,592 | 9.7% | $100.60万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $965.63万 | 4.61% | 464,467 | 464,467 | — | $965.63万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $912.93万 | 4.36% | 227,493 | -15,070 | -6.2% | -$60.48万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $880.05万 | 4.20% | 66,045 | 3,806 | 6.1% | $50.72万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $860.36万 | 4.11% | 52,023 | 3,459 | 7.1% | $57.20万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $588.71万 | 2.81% | 86,371 | 6,318 | 7.9% | $43.06万 | 加仓 |
| UMI | USCF ETF TR | $542.75万 | 2.59% | 92,242 | 9,196 | 11.1% | $54.11万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $501.71万 | 2.39% | 28,402 | -4,725 | -14.3% | -$83.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $448.16万 | 2.14% | 6,001 | -1,258 | -17.3% | -$93.95万 | 减仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $440.61万 | 2.10% | 88,530 | 17,158 | 24.0% | $85.40万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $437.75万 | 2.09% | 53,423 | -10,081 | -15.9% | -$82.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $390.02万 | 1.86% | 5,296 | -457 | -7.9% | -$33.66万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $379.45万 | 1.81% | 88,719 | -11,443 | -11.4% | -$48.94万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $346.64万 | 1.65% | 117,905 | 44,700 | 61.1% | $131.42万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $287.17万 | 1.37% | 71,418 | -16,638 | -18.9% | -$66.90万 | 减仓 |
| URTH | ISHARES INC | $237.13万 | 1.13% | 11,702 | -6,298 | -35.0% | -$127.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $215.01万 | 1.03% | 10,746 | 2,327 | 27.6% | $46.56万 | 加仓 |
| IOO | ISHARES TR | $186.80万 | 0.89% | 13,675 | 1,092 | 8.7% | $14.92万 | 加仓 |
| MGK | VANGUARD WORLD FD | $179.10万 | 0.85% | 20,373 | -7,442 | -26.8% | -$65.42万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $149.09万 | 0.71% | 15,688 | -179 | -1.1% | -$1.70万 | 减仓 |
| AAPL | APPLE INC | $148.16万 | 0.71% | 5,120 | 1,308 | 34.3% | $37.85万 | 加仓 |
| XME | SPDR SERIES TRUST | $136.16万 | 0.65% | 12,734 | -8,331 | -39.5% | -$89.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $134.51万 | 0.64% | 32,234 | 72 | 0.2% | $3,005 | 加仓 |
| SDCI | USCF ETF TR | $120.16万 | 0.57% | 45,445 | 45,445 | — | $120.16万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $108.18万 | 0.52% | 2,162 | -736 | -25.4% | -$36.83万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $87.92万 | 0.42% | 10,678 | -9,162 | -46.2% | -$75.44万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $69.73万 | 0.33% | 4,098 | -1,114 | -21.4% | -$18.96万 | 减仓 |
| VGT | VANGUARD WORLD FD | $69.64万 | 0.33% | 5,826 | -606 | -9.4% | -$7.24万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $54.62万 | 0.26% | 12,801 | 4,839 | 60.8% | $20.65万 | 加仓 |
| XBI | SPDR SERIES TRUST | $54.23万 | 0.26% | 3,427 | -26,783 | -88.7% | -$423.84万 | 重新持有 |
| GOOGL | ALPHABET INC | $47.53万 | 0.23% | 1,330 | 530 | 66.2% | $18.94万 | 加仓 |
| AMZN | AMAZON COM INC | $47.25万 | 0.23% | 1,982 | 956 | 93.2% | $22.79万 | 重新持有 |
| VLUE | ISHARES TR | $46.16万 | 0.22% | 2,310 | -60 | -2.5% | -$1.20万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $45.07万 | 0.22% | 2,366 | 5 | 0.2% | $952 | 加仓 |
| BITQ | BITWISE FUNDS TRUST | $42.63万 | 0.20% | 17,398 | -3,865 | -18.2% | -$9.47万 | 减仓 |
| MSFT | MICROSOFT CORP | $42.56万 | 0.20% | 1,141 | 509 | 80.5% | $18.98万 | 加仓 |
| VO | VANGUARD INDEX FDS | $40.44万 | 0.19% | 5,019 | -1,549 | -23.6% | -$12.48万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $35.57万 | 0.17% | 6,635 | -1,935 | -22.6% | -$10.37万 | 减仓 |
| — | EA SERIES TRUST | $33.04万 | 0.16% | 3,120 | 880 | 39.3% | $9.32万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $32.24万 | 0.15% | 5,245 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $28.29万 | 0.13% | 946 | -642 | -40.4% | -$19.20万 | 减仓 |
| GOOG | ALPHABET INC | $26.30万 | 0.13% | 744 | 744 | — | $26.30万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $26.25万 | 0.13% | 382 | 382 | — | $26.25万 | 新建仓 |
| TSLA | TESLA INC | $23.14万 | 0.11% | 550 | 550 | — | $23.14万 | 新建仓 |
| MAGS | LISTED FDS TR | $21.63万 | 0.10% | 3,364 | -1,074 | -24.2% | -$6.91万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -9,605 | -100.0% | -$35.36万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,298 | -100.0% | -$24.29万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,272 | -100.0% | -$20.25万 | 清仓 |