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 |
|---|---|---|---|---|---|---|---|---|
| PLUG | PLUG PWR INC | $2.85万 | 0.02% | 10,500 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $5,192 | 0.00% | 15,879 | -21,621 | -57.7% | -$7,069 | 减仓 |
| 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 |