Fulcrum Equity Management 13F 持仓 · 2026年Q2
Fulcrum Equity Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 140 只证券，申报市值合计 1.36 亿美元。前几大持仓：ITOT（9.01%）、TSLA（8.05%）、URTH（6.86%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $12.3M | 9.01% | 74,778 | 增持 |
| 2 | TSLA | TESLA INC | $11.0M | 8.05% | 26,108 | 增持 |
| 3 | URTH | ISHARES INC | $9.4M | 6.86% | 46,192 | 持平 |
| 4 | XLK | SELECT SECTOR SPDR TR | $6.4M | 4.67% | 33,430 | 减持 |
| 5 | OKE | ONEOK INC NEW | $4.5M | 3.31% | 51,928 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $4.5M | 3.30% | 22,507 | 减持 |
| 7 | AAPL | APPLE INC | $3.1M | 2.26% | 10,632 | 增持 |
| 8 | SPYM | SPDR SERIES TRUST | $2.5M | 1.82% | 28,313 | 增持 |
| 9 | XLF | SELECT SECTOR SPDR TR | $2.3M | 1.69% | 42,945 | 增持 |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | $2.3M | 1.66% | 14,031 | 增持 |
| 11 | GOOGL | ALPHABET INC | $2.1M | 1.56% | 5,971 | 增持 |
| 12 | TLT | ISHARES TR | $2.1M | 1.53% | 24,219 | 增持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.0M | 1.48% | 4,038 | 增持 |
| 14 | XLI | SELECT SECTOR SPDR TR | $1.9M | 1.42% | 10,482 | 增持 |
| 15 | WMT | WALMART INC | $1.9M | 1.40% | 16,900 | 增持 |
| 16 | XLY | SELECT SECTOR SPDR TR | $1.6M | 1.14% | 13,229 | 增持 |
| 17 | AMZN | AMAZON COM INC | $1.5M | 1.13% | 6,460 | 减持 |
| 18 | SCHD | SCHWAB STRATEGIC TR | $1.5M | 1.08% | 46,574 | 减持 |
| 19 | MSFT | MICROSOFT CORP | $1.5M | 1.07% | 3,916 | 增持 |
| 20 | XLC | SELECT SECTOR SPDR TR | $1.4M | 1.06% | 13,465 | 减持 |
| 21 | ASML | ASML HLDG NV | $1.4M | 1.03% | 708 | 增持 |
| 22 | AVGO | BROADCOM INC | $1.4M | 1.02% | 3,667 | 增持 |
| 23 | XLV | SELECT SECTOR SPDR TR | $1.2M | 0.91% | 7,846 | 减持 |
| 24 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.90% | 3,757 | 增持 |
| 25 | DRAM | ROUNDHILL ETF TRUST | $1.2M | 0.88% | 16,299 | 新建仓 |
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