FULCRUM WEALTH ADVISORS, LLC
BELLEVUE WA · SEC CIK 0002108790
$1.21亿2026Q1 申报市值
72持仓数
55.5%前十大占比 · 第一大 11.1%
10 / 6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
VGK 加仓+$378.79万
AZN 新建仓+$257.06万
HII 新建仓+$215.02万
AAPL 加仓+$213.48万
NFLX 加仓+$110.86万
2026Q1 卖出最多 按季末市值估算
RS 清仓-$252.88万
UNH 清仓-$243.26万
CMI 减仓-$119.39万
VOO 减仓-$104.87万
MCK 减仓-$95.71万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RS | RELIANCE INC | $0 | 0.00% | 0 | -8,754 | -100.0% | -$252.88万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -7,369 | -100.0% | -$243.26万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -3,209 | -100.0% | -$22.98万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,695 | -100.0% | -$21.57万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -2,550 | -100.0% | -$20.74万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$10.98万 | 清仓 |
| QNC | QUANTUM EMOTION CORP | $2.75万 | 0.02% | 12,000 | 12,000 | — | $2.75万 | 新建仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I 看涨期权 | $6.56万 | 0.05% | 15,500 | 3,000 | 24.0% | $1.27万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $11.45万 | 0.09% | 10,351 | -37,099 | -78.2% | -$41.03万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $20.79万 | 0.17% | 1,024 | 1,024 | — | $20.79万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $21.30万 | 0.18% | 2,324 | 13 | 0.6% | $1,192 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $21.86万 | 0.18% | 2,334 | 2,334 | — | $21.86万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $22.43万 | 0.19% | 2,239 | 108 | 5.1% | $1.08万 | 加仓 |
| MTN | VAIL RESORTS INC | $24.44万 | 0.20% | 1,905 | 30 | 1.6% | $3,849 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $26.00万 | 0.22% | 884 | 884 | — | $26.00万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $26.33万 | 0.22% | 3,699 | -780 | -17.4% | -$5.55万 | 减仓 |
| SNOW | SNOWFLAKE INC | $26.47万 | 0.22% | 1,755 | -100 | -5.4% | -$1.51万 | 减仓 |
| DXJ | WISDOMTREE TR | $26.96万 | 0.22% | 1,700 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $27.08万 | 0.22% | 10,938 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $27.98万 | 0.23% | 1,451 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $29.28万 | 0.24% | 1,619 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $31.41万 | 0.26% | 4,124 | 4,124 | — | $31.41万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $32.40万 | 0.27% | 4,202 | 4,202 | — | $32.40万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $32.55万 | 0.27% | 1,600 | -50 | -3.0% | -$1.02万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $33.25万 | 0.28% | 5,989 | 5,989 | — | $33.25万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $33.82万 | 0.28% | 586 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $33.88万 | 0.28% | 3,605 | 10 | 0.3% | $940 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $34.03万 | 0.28% | 10,862 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $34.42万 | 0.28% | 1,353 | 3 | 0.2% | $763 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $35.04万 | 0.29% | 14,158 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.51万 | 0.29% | 546 | -234 | -30.0% | -$15.22万 | 减仓 |
| V | VISA INC | $35.87万 | 0.30% | 1,187 | -19 | -1.6% | -$5,742 | 减仓 |
| CVX | CHEVRON CORPORATION | $38.63万 | 0.32% | 1,867 | -431 | -18.8% | -$8.92万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $40.38万 | 0.33% | 13,405 | -595 | -4.2% | -$1.79万 | 减仓 |
| META | META PLATFORMS INC | $40.51万 | 0.34% | 708 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $40.87万 | 0.34% | 2,778 | -1,098 | -28.3% | -$16.15万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $41.44万 | 0.34% | 8,891 | 3,321 | 59.6% | $15.48万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $42.10万 | 0.35% | 100 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $43.83万 | 0.36% | 810 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $43.95万 | 0.36% | 2,021 | -50 | -2.4% | -$1.09万 | 减仓 |
| VO | VANGUARD INDEX FDS | $44.89万 | 0.37% | 1,563 | -607 | -28.0% | -$17.43万 | 减仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $46.21万 | 0.38% | 109,251 | 60,587 | 124.5% | $25.63万 | 加仓 |
| ET | ENERGY TRANSFER L P | $48.33万 | 0.40% | 25,039 | 905 | 3.7% | $1.75万 | 加仓 |
| CSCO | CISCO SYS INC | $49.50万 | 0.41% | 6,380 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $50.73万 | 0.42% | 10,933 | 38 | 0.3% | $1,763 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $50.75万 | 0.42% | 2,076 | 0 | 0.0% | — | 不变 |
| CAIE | CALAMOS ETF TR | $61.25万 | 0.51% | 24,363 | 24,363 | — | $61.25万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $62.11万 | 0.51% | 11,875 | 5,110 | 75.5% | $26.73万 | 加仓 |
| VB | VANGUARD INDEX FDS | $69.12万 | 0.57% | 2,639 | 510 | 24.0% | $13.36万 | 加仓 |
| WMT | WALMART INC | $75.43万 | 0.62% | 6,069 | 258 | 4.4% | $3.21万 | 加仓 |
| BA | BOEING CO | $78.48万 | 0.65% | 3,943 | -25 | -0.6% | -$4,976 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $88.28万 | 0.73% | 886 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $97.96万 | 0.81% | 2,635 | 3 | 0.1% | $1,115 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $128.80万 | 1.07% | 52,807 | -1,834 | -3.4% | -$4.47万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $141.15万 | 1.17% | 28,022 | -236 | -0.8% | -$1.19万 | 减仓 |
| UNM | UNUM GROUP | $184.01万 | 1.52% | 25,197 | -5,328 | -17.5% | -$38.91万 | 减仓 |
| GOOGL | ALPHABET INC | $186.40万 | 1.54% | 6,482 | -6 | -0.1% | -$1,725 | 减仓 |
| MCK | MCKESSON CORP | $187.70万 | 1.55% | 2,169 | -1,106 | -33.8% | -$95.71万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $215.02万 | 1.78% | 5,660 | 5,660 | — | $215.02万 | 新建仓 |
| — | HONEYWELL INTL INC | $227.66万 | 1.88% | 10,072 | -2,764 | -21.5% | -$62.47万 | 减仓 |
| GE | GE AEROSPACE | $239.27万 | 1.98% | 8,432 | -2,272 | -21.2% | -$64.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $245.06万 | 2.03% | 5,114 | -258 | -4.8% | -$12.36万 | 减仓 |
| AZN | ASTRAZENECA PLC | $257.06万 | 2.13% | 13,034 | 13,034 | — | $257.06万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $267.55万 | 2.22% | 157,661 | -34,515 | -18.0% | -$58.57万 | 减仓 |
| AVGO | BROADCOM INC | $283.45万 | 2.35% | 9,158 | -423 | -4.4% | -$13.09万 | 减仓 |
| NFLX | NETFLIX INC. | $314.06万 | 2.60% | 32,664 | 11,530 | 54.6% | $110.86万 | 加仓 |
| GOOG | ALPHABET INC | $325.50万 | 2.69% | 11,347 | -3,266 | -22.3% | -$93.69万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $326.48万 | 2.70% | 13,469 | 784 | 6.2% | $19.00万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $343.42万 | 2.84% | 10,162 | -1,764 | -14.8% | -$59.61万 | 减仓 |
| CMI | CUMMINS INC | $351.33万 | 2.91% | 6,530 | -2,219 | -25.4% | -$119.39万 | 减仓 |
| AMZN | AMAZON COM INC | $456.55万 | 3.78% | 21,921 | -257 | -1.2% | -$5.35万 | 减仓 |
| AAPL | APPLE INC | $470.49万 | 3.90% | 18,539 | 8,412 | 83.1% | $213.48万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $477.38万 | 3.95% | 7,989 | -1,755 | -18.0% | -$104.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $585.20万 | 4.85% | 33,555 | -1,780 | -5.0% | -$31.04万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $693.63万 | 5.74% | 84,148 | 45,953 | 120.3% | $378.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $771.02万 | 6.38% | 20,829 | 1,682 | 8.8% | $62.26万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,209.04万 | 10.01% | 341,152 | -3,588 | -1.0% | -$12.72万 | 减仓 |
| SGOL | ETFS GOLD TR | $1,342.45万 | 11.11% | 300,863 | 18,495 | 6.5% | $82.52万 | 加仓 |