Fiscal Wisdom Wealth Management, LLC 13F 持仓 · 2026年Q2

Fiscal Wisdom Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 102 只证券，申报市值合计 1.18 亿美元。前几大持仓：GORO（37.62%）、SGOV（3.58%）、SPYM（3.26%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 10 只。

排名	代码	公司	市值	占组合	股数	变动
1	GORO	GOLD RESOURCE CORP	$44.4M	37.62%	35.2M	减持
2	SGOV	ISHARES TR	$4.2M	3.58%	41,966	增持
3	SPYM	SPDR SERIES TRUST	$3.8M	3.26%	43,783	减持
4	SCHD	SCHWAB STRATEGIC TR	$3.2M	2.72%	101,215	增持
5	IVV	ISHARES TR	$2.4M	2.04%	3,205	增持
6	IUSB	ISHARES TR	$2.2M	1.87%	47,728	增持
7	AAPL	APPLE INC	$2.1M	1.82%	7,409	增持
8	QQQM	INVESCO EXCH TRADED FD TR II	$2.1M	1.74%	6,777	增持
9	DC	DAKOTA GOLD CORP	$1.9M	1.61%	445,441	减持
10	PWB	INVESCO EXCHANGE TRADED FD T	$1.8M	1.56%	10,911	持平
11	DIA	STATE STR SPDR DOW JONES IND	$1.7M	1.42%	3,211	减持
12	VEA	VANGUARD TAX-MANAGED FDS	$1.7M	1.40%	23,158	增持
13	PCT	PURECYCLE TECHNOLOGIES INC	$1.6M	1.32%	191,653	减持
14	BALT	INNOVATOR ETFS TRUST	$1.5M	1.31%	45,020	减持
15	CLSE	TRUST FOR PROFESSIONAL MANAG	$1.5M	1.26%	43,441	增持
16	SPHQ	INVESCO EXCHANGE TRADED FD T	$1.4M	1.21%	15,839	增持
17	FTLS	FIRST TR EXCH TRADED FD III	$1.3M	1.08%	17,236	增持
18	NOBL	PROSHARES TR	$1.2M	1.02%	21,322	增持
19	MSFT	MICROSOFT CORP	$1.2M	0.98%	3,113	增持
20	BUXX	EA SERIES TRUST	$1.1M	0.93%	54,091	减持
21	CGSD	CAPITAL GRP FIXED INCM ETF T	$1.0M	0.88%	40,349	新建仓
22	SKE	SKEENA RES LTD NEW	$1.0M	0.88%	38,835	减持
23	SVM	SILVERCORP METALS INC	$1.0M	0.88%	103,186	减持
24	USTB	VICTORY PORTFOLIOS II	$1.0M	0.88%	20,581	新建仓
25	COST	COSTCO WHOLESALE CORPORATION	$1.0M	0.87%	1,102	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR