Fiscal Wisdom Wealth Management, LLC
Canton CT · SEC CIK 0002053757
$1.04亿2026Q1 申报市值
90持仓数
61.0%前十大占比 · 第一大 41.0%
14 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 加仓+$192.50万
BUXX 加仓+$69.55万
FTLS 加仓+$62.32万
GOVT 新建仓+$61.75万
CLSE 加仓+$57.52万
2026Q1 卖出最多 按季末市值估算
GOLD RESOURCE CO 减仓-$1,438.60万
EXK 减仓-$386.04万
SKE 减仓-$306.85万
EQX 减仓-$141.33万
DC 减仓-$125.41万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | -50,449 | -100.0% | -$84.05万 | 清仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -14,471 | -100.0% | -$39.45万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -992 | -100.0% | -$34.02万 | 清仓 |
| BTAL | AGF INVTS TR | $0 | 0.00% | 0 | -19,599 | -100.0% | -$28.20万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -15,715 | -100.0% | -$27.60万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,918 | -100.0% | -$23.69万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,251 | -100.0% | -$22.24万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -10,415 | -100.0% | -$20.91万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,470 | -100.0% | -$20.00万 | 清仓 |
| — | NEW FOUND GOLD CORP | $1.92万 | 0.02% | 10,280 | -30,000 | -74.5% | -$5.59万 | 减仓 |
| PLUG | PLUG PWR INC | $2.37万 | 0.02% | 10,500 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $2.40万 | 0.02% | 37,500 | 0 | 0.0% | — | 不变 |
| — | REKOR SYSTEMS INC | $5.57万 | 0.05% | 67,961 | -55,178 | -44.8% | -$4.52万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $13.86万 | 0.13% | 11,901 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $16.42万 | 0.16% | 36,242 | -42,284 | -53.8% | -$19.15万 | 减仓 |
| TE | T1 ENERGY INC | $17.12万 | 0.16% | 38,988 | 23,529 | 152.2% | $10.33万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $17.94万 | 0.17% | 10,486 | 10,486 | — | $17.94万 | 新建仓 |
| LUXE | LUXEXPERIENCE BV | $19.40万 | 0.19% | 24,250 | -14,065 | -36.7% | -$11.25万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $20.05万 | 0.19% | 710 | 710 | — | $20.05万 | 新建仓 |
| — | TIDAL TRUST I | $20.68万 | 0.20% | 11,150 | 11,150 | — | $20.68万 | 新建仓 |
| — | MANAGED PORTFOLIO SERIES | $21.00万 | 0.20% | 8,511 | -2,988 | -26.0% | -$7.37万 | 减仓 |
| VFH | VANGUARD WORLD FD | $21.08万 | 0.20% | 1,745 | 155 | 9.7% | $1.87万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.28万 | 0.20% | 878 | -75 | -7.9% | -$1.82万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $21.44万 | 0.21% | 729 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $21.52万 | 0.21% | 1,490 | 1 | 0.1% | $144 | 加仓 |
| EEM | ISHARES TR | $21.82万 | 0.21% | 3,843 | 3,843 | — | $21.82万 | 新建仓 |
| T | AT&T INC | $22.36万 | 0.21% | 7,712 | -5,418 | -41.3% | -$15.71万 | 重新持有 |
| PAAS | PAN AMERN SILVER CORP | $23.10万 | 0.22% | 4,229 | -81 | -1.9% | -$4,425 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $23.25万 | 0.22% | 6,420 | 6,420 | — | $23.25万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $24.11万 | 0.23% | 3,297 | -248 | -7.0% | -$1.81万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $24.34万 | 0.23% | 4,406 | 54 | 1.2% | $2,983 | 加仓 |
| MTUM | ISHARES TR | $25.10万 | 0.24% | 1,046 | 1,046 | — | $25.10万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $25.11万 | 0.24% | 5,086 | 0 | 0.0% | — | 不变 |
| HECA | ETF OPPORTUNITIES TRUST | $25.36万 | 0.24% | 8,785 | 8,785 | — | $25.36万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.73万 | 0.25% | 537 | -26 | -4.6% | -$1.25万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $26.41万 | 0.25% | 8,015 | 8,015 | — | $26.41万 | 新建仓 |
| QUAL | ISHARES TR | $27.16万 | 0.26% | 1,416 | 391 | 38.1% | $7.50万 | 加仓 |
| ONDS | ONDAS INC | $27.43万 | 0.26% | 30,346 | 30,346 | — | $27.43万 | 新建仓 |
| DE | DEERE & CO | $28.73万 | 0.28% | 510 | -8 | -1.5% | -$4,506 | 减仓 |
| GOOGL | ALPHABET INC | $28.79万 | 0.28% | 1,001 | -8 | -0.8% | -$2,301 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $29.32万 | 0.28% | 5,849 | 369 | 6.7% | $1.85万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $30.58万 | 0.29% | 5,889 | 2 | 0.0% | $104 | 加仓 |
| SLV | ISHARES SILVER TR | $30.66万 | 0.29% | 4,500 | 107 | 2.4% | $7,291 | 加仓 |
| IAGG | ISHARES TR | $31.44万 | 0.30% | 6,282 | 1,526 | 32.1% | $7.64万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $31.91万 | 0.31% | 64,334 | 64,334 | — | $31.91万 | 新建仓 |
| GOOG | ALPHABET INC | $32.00万 | 0.31% | 1,116 | 1 | 0.1% | $287 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $32.13万 | 0.31% | 494 | -5 | -1.0% | -$3,252 | 减仓 |
| AMZN | AMAZON COM INC | $32.57万 | 0.31% | 1,564 | -8 | -0.5% | -$1,666 | 减仓 |
| VGT | VANGUARD WORLD FD | $32.58万 | 0.31% | 467 | 1 | 0.2% | $698 | 加仓 |
| EFG | ISHARES TR | $36.01万 | 0.35% | 3,233 | 3,233 | — | $36.01万 | 新建仓 |
| MUB | ISHARES TR | $37.63万 | 0.36% | 3,545 | 105 | 3.1% | $1.11万 | 加仓 |
| WMT | WALMART INC | $38.06万 | 0.37% | 3,063 | -250 | -7.5% | -$3.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $42.56万 | 0.41% | 2,440 | 247 | 11.3% | $4.31万 | 加仓 |
| QQQ | INVESCO QQQ TR | $42.70万 | 0.41% | 740 | 36 | 5.1% | $2.08万 | 加仓 |
| TLH | ISHARES TR | $44.34万 | 0.43% | 4,402 | 223 | 5.3% | $2.25万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $44.72万 | 0.43% | 15,046 | 1,435 | 10.5% | $4.26万 | 加仓 |
| HD | HOME DEPOT INC | $46.52万 | 0.45% | 1,415 | -8 | -0.6% | -$2,630 | 减仓 |
| VXX | BARCLAYS BANK PLC | $48.98万 | 0.47% | 13,720 | 13,720 | — | $48.98万 | 新建仓 |
| CAT | CATERPILLAR INC | $49.10万 | 0.47% | 693 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $51.00万 | 0.49% | 2,478 | 26 | 1.1% | $5,351 | 加仓 |
| MBB | ISHARES TR | $53.62万 | 0.51% | 5,647 | 1,263 | 28.8% | $11.99万 | 加仓 |
| EFV | ISHARES TR | $53.86万 | 0.52% | 7,244 | 2,057 | 39.7% | $15.29万 | 加仓 |
| WRBY | WARBY PARKER INC | $57.48万 | 0.55% | 27,279 | 27,279 | — | $57.48万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $57.87万 | 0.56% | 9,947 | 895 | 9.9% | $5.21万 | 加仓 |
| IEMG | ISHARES INC | $57.87万 | 0.56% | 8,297 | 1,177 | 16.5% | $8.21万 | 加仓 |
| GOVT | ISHARES TR | $61.75万 | 0.59% | 26,955 | 26,955 | — | $61.75万 | 新建仓 |
| IVW | ISHARES TR | $63.69万 | 0.61% | 5,631 | 1,274 | 29.2% | $14.41万 | 加仓 |
| MCD | MCDONALDS CORP | $64.96万 | 0.62% | 2,090 | -5 | -0.2% | -$1,554 | 减仓 |
| IVE | ISHARES TR | $65.41万 | 0.63% | 3,098 | 483 | 18.5% | $10.20万 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP | $65.43万 | 0.63% | 70,279 | -414,650 | -85.5% | -$386.04万 | 减仓 |
| GLDM | WORLD GOLD TR | $65.72万 | 0.63% | 7,090 | 242 | 3.5% | $2.24万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $66.55万 | 0.64% | 6,765 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $75.97万 | 0.73% | 1,271 | -199 | -13.5% | -$11.89万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $76.61万 | 0.74% | 3,992 | -88 | -2.2% | -$1.69万 | 减仓 |
| ORCL | ORACLE CORP | $82.11万 | 0.79% | 5,581 | 2 | 0.0% | $294 | 加仓 |
| MSFT | MICROSOFT CORP | $105.84万 | 1.02% | 2,859 | -25 | -0.9% | -$9,255 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $106.09万 | 1.02% | 15,078 | 8,857 | 142.4% | $62.32万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $107.07万 | 1.03% | 38,049 | 20,441 | 116.1% | $57.52万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $109.89万 | 1.06% | 1,103 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $112.30万 | 1.08% | 216,386 | -10,307 | -4.5% | -$5.35万 | 减仓 |
| NOBL | PROSHARES TR | $112.87万 | 1.08% | 10,648 | -314 | -2.9% | -$3.33万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $114.69万 | 1.10% | 15,254 | 86 | 0.6% | $6,466 | 加仓 |
| IVV | ISHARES TR | $117.53万 | 1.13% | 1,799 | 517 | 40.3% | $33.78万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $120.57万 | 1.16% | 83,604 | -98,004 | -54.0% | -$141.33万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $121.91万 | 1.17% | 19,024 | 5,300 | 38.6% | $33.96万 | 加仓 |
| BUXX | EA SERIES TRUST | $122.54万 | 1.18% | 60,528 | 34,354 | 131.3% | $69.55万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $137.40万 | 1.32% | 10,911 | -75 | -0.7% | -$9,445 | 减仓 |
| IUSB | ISHARES TR | $155.25万 | 1.49% | 33,612 | 7,183 | 27.2% | $33.18万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $157.26万 | 1.51% | 6,618 | -161 | -2.4% | -$3.83万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $158.65万 | 1.52% | 3,425 | 161 | 4.9% | $7.46万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $174.00万 | 1.67% | 51,996 | -6,457 | -11.0% | -$21.61万 | 减仓 |
| AAPL | APPLE INC | $182.39万 | 1.75% | 7,187 | -49 | -0.7% | -$1.24万 | 减仓 |
| SVM | SILVERCORP METALS INC | $187.51万 | 1.80% | 174,589 | -93,784 | -34.9% | -$100.72万 | 减仓 |
| SKE | SKEENA RES LTD NEW | $188.51万 | 1.81% | 63,477 | -103,329 | -61.9% | -$306.85万 | 减仓 |
| DC | DAKOTA GOLD CORP | $262.85万 | 2.52% | 520,494 | -248,338 | -32.3% | -$125.41万 | 减仓 |
| SGOV | ISHARES TR | $291.20万 | 2.80% | 28,929 | 19,124 | 195.0% | $192.50万 | 加仓 |