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 |
|---|---|---|---|---|---|---|---|---|
| DIA | STATE STR SPDR DOW JONES IND | $167.73万 | 1.42% | 3,211 | -214 | -6.2% | -$11.18万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $183.81万 | 1.56% | 10,911 | 0 | 0.0% | — | 不变 |
| DC | DAKOTA GOLD CORP | $189.76万 | 1.61% | 445,441 | -75,053 | -14.4% | -$31.97万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $205.33万 | 1.74% | 6,777 | 159 | 2.4% | $4.82万 | 加仓 |
| AAPL | APPLE INC | $214.39万 | 1.82% | 7,409 | 222 | 3.1% | $6.42万 | 加仓 |
| IUSB | ISHARES TR | $220.27万 | 1.87% | 47,728 | 14,116 | 42.0% | $65.15万 | 加仓 |
| IVV | ISHARES TR | $240.01万 | 2.04% | 3,205 | 1,406 | 78.2% | $105.29万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $320.95万 | 2.72% | 101,215 | 1,639 | 1.6% | $5.20万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $384.77万 | 3.26% | 43,783 | -373 | -0.8% | -$3.28万 | 减仓 |
| SGOV | ISHARES TR | $422.47万 | 3.58% | 41,966 | 13,037 | 45.1% | $131.24万 | 加仓 |
| — | GOLD RESOURCE CORP | $4,435.37万 | 37.62% | 35,201,380 | -375,386 | -1.1% | -$47.30万 | 减仓 |