FULCRUM WEALTH ADVISORS, LLC
BELLEVUE WA · SEC CIK 0002108790
$1.31亿2026Q2 申报市值
81持仓数
50.0%前十大占比 · 第一大 7.8%
19 / 10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
SGVT 新建仓+$314.88万
PFE 新建仓+$256.71万
IXN 新建仓+$224.87万
AAPL 加仓+$187.51万
MCK 加仓+$133.29万
2026Q2 卖出最多 按季末市值估算
CMI 减仓-$302.76万
PHYS 减仓-$275.12万
HII 清仓-$215.02万
UNM 减仓-$190.76万
VGK 减仓-$164.31万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SGOL | ETFS GOLD TR | $1,024.43万 | 7.83% | 267,965 | -32,898 | -10.9% | -$125.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $838.23万 | 6.40% | 22,471 | 1,642 | 7.9% | $61.25万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $754.13万 | 5.76% | 249,961 | -91,191 | -26.7% | -$275.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $725.68万 | 5.54% | 36,268 | 2,713 | 8.1% | $54.28万 | 加仓 |
| AAPL | APPLE INC | $723.96万 | 5.53% | 25,019 | 6,480 | 35.0% | $187.51万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $580.73万 | 4.44% | 65,590 | -18,558 | -22.1% | -$164.31万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $542.24万 | 4.14% | 7,895 | -94 | -1.2% | -$6.46万 | 减仓 |
| AMZN | AMAZON COM INC | $537.27万 | 4.10% | 22,542 | 621 | 2.8% | $14.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $455.27万 | 3.48% | 9,533 | -629 | -6.2% | -$30.04万 | 减仓 |
| GOOG | ALPHABET INC | $368.56万 | 2.82% | 10,431 | -916 | -8.1% | -$32.37万 | 减仓 |
| GE | GE AEROSPACE | $345.77万 | 2.64% | 9,252 | 820 | 9.7% | $30.65万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $314.88万 | 2.41% | 31,257 | 31,257 | — | $314.88万 | 新建仓 |
| AVGO | BROADCOM INC | $311.98万 | 2.38% | 8,259 | -899 | -9.8% | -$33.96万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $307.06万 | 2.35% | 154,380 | -3,281 | -2.1% | -$6.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $298.93万 | 2.28% | 5,974 | 860 | 16.8% | $43.03万 | 加仓 |
| MCK | MCKESSON CORP | $297.18万 | 2.27% | 3,933 | 1,764 | 81.3% | $133.29万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $294.20万 | 2.25% | 10,462 | -3,007 | -22.3% | -$84.56万 | 减仓 |
| PFE | PFIZER INC | $256.71万 | 1.96% | 106,609 | 106,609 | — | $256.71万 | 新建仓 |
| GOOGL | ALPHABET INC | $253.80万 | 1.94% | 7,102 | 620 | 9.6% | $22.16万 | 加仓 |
| AZN | ASTRAZENECA PLC | $251.15万 | 1.92% | 13,245 | 211 | 1.6% | $4.00万 | 加仓 |
| IXN | ISHARES TR | $224.87万 | 1.72% | 15,564 | 15,564 | — | $224.87万 | 新建仓 |
| WMT | WALMART INC | $199.70万 | 1.53% | 17,632 | 11,563 | 190.5% | $130.96万 | 加仓 |
| CMI | CUMMINS INC | $162.97万 | 1.25% | 2,285 | -4,245 | -65.0% | -$302.76万 | 减仓 |
| NFLX | NETFLIX INC. | $158.16万 | 1.21% | 22,151 | -10,513 | -32.2% | -$75.06万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $138.60万 | 1.06% | 27,451 | -571 | -2.0% | -$2.88万 | 减仓 |
| HON | HONEYWELL INTL INC | $129.08万 | 0.99% | 5,765 | -4,307 | -42.8% | -$96.43万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $127.45万 | 0.97% | 5,765 | 5,765 | — | $127.45万 | 新建仓 |
| TSLA | TESLA INC | $112.80万 | 0.86% | 2,682 | 47 | 1.8% | $1.98万 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $108.12万 | 0.83% | 73,253 | -35,998 | -32.9% | -$53.13万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $105.60万 | 0.81% | 1,129 | 243 | 27.4% | $22.73万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $103.71万 | 0.79% | 6,070 | 6,070 | — | $103.71万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $96.14万 | 0.73% | 1,655 | 55 | 3.4% | $3.20万 | 加仓 |
| BA | BOEING CO | $85.90万 | 0.66% | 3,968 | 25 | 0.6% | $5,412 | 加仓 |
| VB | VANGUARD INDEX FDS | $77.69万 | 0.59% | 2,563 | -76 | -2.9% | -$2.30万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $76.65万 | 0.59% | 8,967 | 4,765 | 113.4% | $40.73万 | 加仓 |
| ORCL | ORACLE CORP | $69.60万 | 0.53% | 4,749 | 1,971 | 71.0% | $28.89万 | 加仓 |
| CSCO | CISCO SYS INC | $69.57万 | 0.53% | 5,923 | -457 | -7.2% | -$5.37万 | 减仓 |
| HEDJ | WISDOMTREE TR | $66.51万 | 0.51% | 11,669 | -206 | -1.7% | -$1.17万 | 减仓 |
| CAIE | CALAMOS ETF TR | $64.98万 | 0.50% | 23,881 | -482 | -2.0% | -$1.31万 | 减仓 |
| QQQ | INVESCO QQQ TR | $59.72万 | 0.46% | 811 | 225 | 38.4% | $16.57万 | 加仓 |
| V | VISA INC | $57.63万 | 0.44% | 1,680 | 493 | 41.5% | $16.91万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.72万 | 0.40% | 2,076 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $52.70万 | 0.40% | 10,972 | 39 | 0.4% | $1,873 | 加仓 |
| ABBV | ABBVIE INC | $50.86万 | 0.39% | 2,021 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $49.74万 | 0.38% | 6,174 | -78 | -1.2% | -$6,284 | 减仓 |
| ET | ENERGY TRANSFER L P | $47.46万 | 0.36% | 24,824 | -215 | -0.9% | -$4,111 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $46.68万 | 0.36% | 7,595 | 1,606 | 26.8% | $9.87万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $45.42万 | 0.35% | 13,405 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $44.56万 | 0.34% | 2,500 | 0 | 0.0% | — | 不变 |
| EXI | ISHARES TR | $43.05万 | 0.33% | 2,147 | 2,147 | — | $43.05万 | 新建仓 |
| META | META PLATFORMS INC | $41.63万 | 0.32% | 739 | 31 | 4.4% | $1.75万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $41.00万 | 0.31% | 8,659 | -232 | -2.6% | -$1.10万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.62万 | 0.31% | 544 | -2 | -0.4% | -$1,494 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $39.84万 | 0.30% | 14,384 | 226 | 1.6% | $6,260 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $39.41万 | 0.30% | 1,204 | 320 | 36.2% | $10.47万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $39.17万 | 0.30% | 10,862 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $37.03万 | 0.28% | 1,455 | -300 | -17.1% | -$7.64万 | 减仓 |
| RTX | RTX CORPORATION | $34.73万 | 0.27% | 1,831 | 380 | 26.2% | $7.21万 | 加仓 |
| UNM | UNUM GROUP | $34.50万 | 0.26% | 3,859 | -21,338 | -84.7% | -$190.76万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $33.37万 | 0.25% | 3,616 | 11 | 0.3% | $1,015 | 加仓 |
| LLY | ELI LILLY & CO | $29.76万 | 0.23% | 248 | 248 | — | $29.76万 | 新建仓 |
| DXJ | WISDOMTREE TR | $29.50万 | 0.23% | 1,700 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $28.91万 | 0.22% | 1,619 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $27.31万 | 0.21% | 270 | 270 | — | $27.31万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $27.05万 | 0.21% | 1,355 | 2 | 0.1% | $399 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $27.02万 | 0.21% | 2,138 | 2,138 | — | $27.02万 | 新建仓 |
| MTN | VAIL RESORTS INC | $26.37万 | 0.20% | 1,937 | 32 | 1.7% | $4,357 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC | $26.17万 | 0.20% | 12,604 | 12,604 | — | $26.17万 | 新建仓 |
| IXJ | ISHARES TR | $25.68万 | 0.20% | 2,610 | 2,610 | — | $25.68万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $25.41万 | 0.19% | 1,105 | 1,105 | — | $25.41万 | 新建仓 |
| RXI | ISHARES TR | $24.87万 | 0.19% | 1,289 | 1,289 | — | $24.87万 | 新建仓 |
| SBUX | STARBUCKS CORP | $24.48万 | 0.19% | 2,395 | 2,395 | — | $24.48万 | 新建仓 |
| ADUS | ADDUS HOMECARE CORP | $23.45万 | 0.18% | 2,334 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $22.49万 | 0.17% | 11,916 | -40,891 | -77.4% | -$77.16万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $22.29万 | 0.17% | 7,028 | 7,028 | — | $22.29万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $22.07万 | 0.17% | 2,203 | -36 | -1.6% | -$3,606 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.25万 | 0.16% | 898 | 898 | — | $21.25万 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $20.86万 | 0.16% | 3,996 | 3,996 | — | $20.86万 | 新建仓 |
| MDT | MEDTRONIC PLC | $20.65万 | 0.16% | 2,640 | 2,640 | — | $20.65万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $20.24万 | 0.15% | 2,338 | 14 | 0.6% | $1,212 | 加仓 |
| — | MICROVISION INC DEL | $3,270 | 0.00% | 10,000 | 10,000 | — | $3,270 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -5,660 | -100.0% | -$215.02万 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -2,430 | -100.0% | -$43.83万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,867 | -100.0% | -$38.63万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -4,124 | -100.0% | -$31.41万 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,938 | -100.0% | -$27.08万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -3,699 | -100.0% | -$26.33万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,024 | -100.0% | -$20.79万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -10,351 | -100.0% | -$11.45万 | 清仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I 看涨期权 | $0 | 0.00% | 0 | -15,500 | -100.0% | -$6.56万 | 清仓 |
| QNC | QUANTUM EMOTION CORP | $0 | 0.00% | 0 | -12,000 | -100.0% | -$2.75万 | 清仓 |