Fiscal Wisdom Wealth Management, LLC
Canton CT · SEC CIK 0002053757
$1.18亿2026Q2 申报市值
102持仓数
57.8%前十大占比 · 第一大 37.6%
17 / 9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
SGOV 加仓+$131.24万
IVV 加仓+$105.29万
USTB 新建仓+$104.18万
CGSD 新建仓+$103.82万
IUSB 加仓+$65.15万
2026Q2 卖出最多 按季末市值估算
SVM 减仓-$72.12万
SKE 减仓-$65.67万
GOLD RESOURCE CO 减仓-$47.30万
EQX 减仓-$34.85万
DC 减仓-$31.97万
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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -6,282 | -100.0% | -$31.44万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,416 | -100.0% | -$27.16万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -4,229 | -100.0% | -$23.10万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,712 | -100.0% | -$22.36万 | 清仓 |
| — | MANAGED PORTFOLIO SERIES | $0 | 0.00% | 0 | -8,511 | -100.0% | -$21.00万 | 清仓 |
| — | TIDAL TRUST I | $0 | 0.00% | 0 | -11,150 | -100.0% | -$20.68万 | 清仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $0 | 0.00% | 0 | -10,486 | -100.0% | -$17.94万 | 清仓 |
| BTG | B2GOLD CORP | $0 | 0.00% | 0 | -36,242 | -100.0% | -$16.42万 | 清仓 |
| — | NEW FOUND GOLD CORP | $0 | 0.00% | 0 | -10,280 | -100.0% | -$1.92万 | 清仓 |
| — | MICROVISION INC DEL | $5,192 | 0.00% | 15,879 | -21,621 | -57.7% | -$7,069 | 减仓 |
| PLUG | PLUG PWR INC | $2.85万 | 0.02% | 10,500 | 0 | 0.0% | — | 不变 |
| — | REKOR SYSTEMS INC | $3.11万 | 0.03% | 44,735 | -23,226 | -34.2% | -$1.61万 | 减仓 |
| LUXE | LUXEXPERIENCE BV | $14.19万 | 0.12% | 19,099 | -5,151 | -21.2% | -$3.83万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $14.42万 | 0.12% | 11,901 | 0 | 0.0% | — | 不变 |
| HECA | ETF OPPORTUNITIES TRUST | $20.16万 | 0.17% | 7,385 | -1,400 | -15.9% | -$3.82万 | 减仓 |
| SOXX | ISHARES TR | $20.39万 | 0.17% | 318 | 318 | — | $20.39万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $20.52万 | 0.17% | 5,606 | 5,606 | — | $20.52万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $21.00万 | 0.18% | 4,013 | -1,876 | -31.9% | -$9.82万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $21.53万 | 0.18% | 1,333 | 1,333 | — | $21.53万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $22.23万 | 0.19% | 652 | 652 | — | $22.23万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $22.28万 | 0.19% | 7,010 | 7,010 | — | $22.28万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $22.65万 | 0.19% | 5,254 | -1,166 | -18.2% | -$5.03万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.89万 | 0.19% | 814 | -64 | -7.3% | -$1.80万 | 减仓 |
| ARTY | ISHARES TR | $23.42万 | 0.20% | 3,075 | 3,075 | — | $23.42万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $23.45万 | 0.20% | 1,782 | 37 | 2.1% | $4,869 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $23.67万 | 0.20% | 2,849 | 2,849 | — | $23.67万 | 新建仓 |
| ONDS | ONDAS INC | $23.78万 | 0.20% | 28,855 | -1,491 | -4.9% | -$1.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $23.86万 | 0.20% | 729 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $24.60万 | 0.21% | 4,601 | 101 | 2.2% | $5,400 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $24.69万 | 0.21% | 3,297 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $24.85万 | 0.21% | 2,445 | 2,445 | — | $24.85万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $24.86万 | 0.21% | 710 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $25.35万 | 0.21% | 2,965 | 180 | 6.5% | $1.54万 | 重新持有 |
| FDVV | FIDELITY COVINGTON TRUST | $27.21万 | 0.23% | 4,513 | 107 | 2.4% | $6,451 | 加仓 |
| META | META PLATFORMS INC | $27.33万 | 0.23% | 485 | 172 | 55.0% | $9.69万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $27.56万 | 0.23% | 2,177 | 2,177 | — | $27.56万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $29.10万 | 0.25% | 5,778 | 5,778 | — | $29.10万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $29.28万 | 0.25% | 1,153 | 1,153 | — | $29.28万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $29.71万 | 0.25% | 7,018 | 7,018 | — | $29.71万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.02万 | 0.25% | 600 | 63 | 11.7% | $3.15万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $30.08万 | 0.26% | 5,981 | 5,981 | — | $30.08万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $31.47万 | 0.27% | 5,871 | 785 | 15.4% | $4.21万 | 加仓 |
| MO | ALTRIA GROUP INC | $31.63万 | 0.27% | 4,396 | 4,396 | — | $31.63万 | 新建仓 |
| DE | DEERE & CO | $32.35万 | 0.27% | 510 | 0 | 0.0% | — | 不变 |
| IALT | BLACKROCK ETF TRUST | $32.56万 | 0.28% | 11,608 | 11,608 | — | $32.56万 | 新建仓 |
| TE | T1 ENERGY INC | $32.70万 | 0.28% | 34,498 | -4,490 | -11.5% | -$4.26万 | 减仓 |
| MTUM | ISHARES TR | $33.32万 | 0.28% | 972 | -74 | -7.1% | -$2.54万 | 减仓 |
| EEM | ISHARES TR | $34.34万 | 0.29% | 5,019 | 1,176 | 30.6% | $8.05万 | 加仓 |
| VXX | BARCLAYS BANK PLC | $34.65万 | 0.29% | 15,684 | 1,964 | 14.3% | $4.34万 | 加仓 |
| WMT | WALMART INC | $34.69万 | 0.29% | 3,063 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $35.17万 | 0.30% | 4,595 | -2,649 | -36.6% | -$20.28万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $35.71万 | 0.30% | 60,735 | -3,599 | -5.6% | -$2.12万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $36.17万 | 0.31% | 5,823 | -26 | -0.4% | -$1,615 | 减仓 |
| IYW | ISHARES TR | $37.83万 | 0.32% | 1,500 | 439 | 41.4% | $11.07万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $37.90万 | 0.32% | 2,584 | 1,094 | 73.4% | $16.05万 | 加仓 |
| GOOG | ALPHABET INC | $39.43万 | 0.33% | 1,116 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $39.62万 | 0.34% | 15,286 | 240 | 1.6% | $6,221 | 加仓 |
| AMZN | AMAZON COM INC | $40.28万 | 0.34% | 1,690 | 126 | 8.1% | $3.00万 | 加仓 |
| MUB | ISHARES TR | $41.11万 | 0.35% | 3,820 | 275 | 7.8% | $2.96万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $41.29万 | 0.35% | 7,832 | -183 | -2.3% | -$9,648 | 减仓 |
| VGT | VANGUARD WORLD FD | $42.45万 | 0.36% | 3,552 | -184 | -4.9% | -$2.20万 | 减仓 |
| TLH | ISHARES TR | $43.23万 | 0.37% | 4,308 | -94 | -2.1% | -$9,434 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP | $43.52万 | 0.37% | 52,561 | -17,718 | -25.2% | -$14.67万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $44.24万 | 0.38% | 2,211 | -229 | -9.4% | -$4.58万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $46.52万 | 0.39% | 47,802 | -35,802 | -42.8% | -$34.85万 | 减仓 |
| EFG | ISHARES TR | $47.45万 | 0.40% | 3,814 | 581 | 18.0% | $7.23万 | 加仓 |
| GOOGL | ALPHABET INC | $48.08万 | 0.41% | 1,345 | 344 | 34.4% | $12.30万 | 加仓 |
| HD | HOME DEPOT INC | $48.11万 | 0.41% | 1,364 | -51 | -3.6% | -$1.80万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.23万 | 0.43% | 686 | 192 | 38.9% | $14.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $52.28万 | 0.44% | 900 | -99 | -9.9% | -$5.75万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $54.92万 | 0.47% | 746 | 6 | 0.8% | $4,417 | 加仓 |
| MCD | MCDONALDS CORP | $60.74万 | 0.52% | 2,247 | 157 | 7.5% | $4.24万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $61.39万 | 0.52% | 2,493 | 15 | 0.6% | $3,694 | 加仓 |
| IEMG | ISHARES INC | $61.99万 | 0.53% | 7,483 | -814 | -9.8% | -$6.74万 | 减仓 |
| GLDM | WORLD GOLD TR | $64.67万 | 0.55% | 8,143 | 1,053 | 14.9% | $8.36万 | 加仓 |
| MBB | ISHARES TR | $65.16万 | 0.55% | 6,894 | 1,247 | 22.1% | $11.79万 | 加仓 |
| GOVT | ISHARES TR | $69.29万 | 0.59% | 30,416 | 3,461 | 12.8% | $7.88万 | 加仓 |
| IVE | ISHARES TR | $71.50万 | 0.61% | 3,149 | 51 | 1.6% | $1.16万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $75.55万 | 0.64% | 7,028 | 263 | 3.9% | $2.83万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $81.62万 | 0.69% | 12,001 | 2,054 | 20.6% | $13.97万 | 加仓 |
| ORCL | ORACLE CORP | $81.82万 | 0.69% | 5,583 | 2 | 0.0% | $293 | 加仓 |
| VOO | VANGUARD INDEX FDS | $84.61万 | 0.72% | 1,232 | -39 | -3.1% | -$2.68万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $85.46万 | 0.72% | 4,016 | 24 | 0.6% | $5,107 | 加仓 |
| CAT | CATERPILLAR INC | $86.36万 | 0.73% | 811 | 118 | 17.0% | $12.57万 | 加仓 |
| WRBY | WARBY PARKER INC | $93.22万 | 0.79% | 30,726 | 3,447 | 12.6% | $10.46万 | 加仓 |
| IVW | ISHARES TR | $99.84万 | 0.85% | 7,259 | 1,628 | 28.9% | $22.39万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $103.11万 | 0.87% | 1,102 | -1 | -0.1% | -$936 | 减仓 |
| SKE | SKEENA RES LTD NEW | $103.49万 | 0.88% | 38,835 | -24,642 | -38.8% | -$65.67万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $103.82万 | 0.88% | 40,349 | 40,349 | — | $103.82万 | 新建仓 |
| USTB | VICTORY PORTFOLIOS II | $104.18万 | 0.88% | 20,581 | 20,581 | — | $104.18万 | 新建仓 |
| SVM | SILVERCORP METALS INC | $104.22万 | 0.88% | 103,186 | -71,403 | -40.9% | -$72.12万 | 减仓 |
| BUXX | EA SERIES TRUST | $109.48万 | 0.93% | 54,091 | -6,437 | -10.6% | -$13.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $116.12万 | 0.98% | 3,113 | 254 | 8.9% | $9.47万 | 加仓 |
| NOBL | PROSHARES TR | $119.75万 | 1.02% | 21,322 | 26 | 0.1% | $1,460 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $127.20万 | 1.08% | 17,236 | 2,158 | 14.3% | $15.93万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $142.71万 | 1.21% | 15,839 | 585 | 3.8% | $5.27万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $148.29万 | 1.26% | 43,441 | 5,392 | 14.2% | $18.41万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $154.28万 | 1.31% | 45,020 | -6,976 | -13.4% | -$23.91万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $155.43万 | 1.32% | 191,653 | -24,733 | -11.4% | -$20.06万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $165.00万 | 1.40% | 23,158 | 4,134 | 21.7% | $29.46万 | 加仓 |