Fulcrum Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Fulcrum Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 81 只证券，申报市值合计 1.31 亿美元。前几大持仓：SGOL（7.83%）、MSFT（6.40%）、PHYS（5.76%）。本季前 25 大持仓中：新建仓 3 只、增持 10 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGOL | ETFS GOLD TR | $10.2M | 7.83% | 267,965 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $8.4M | 6.40% | 22,471 | 增持 |
| 3 | PHYS | SPROTT ASSET MANAGEMENT LP | $7.5M | 5.76% | 249,961 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $7.3M | 5.54% | 36,268 | 增持 |
| 5 | AAPL | APPLE INC | $7.2M | 5.53% | 25,019 | 增持 |
| 6 | VGK | VANGUARD INTL EQUITY INDEX F | $5.8M | 4.44% | 65,590 | 减持 |
| 7 | VOO | VANGUARD INDEX FDS | $5.4M | 4.14% | 7,895 | 减持 |
| 8 | AMZN | AMAZON COM INC | $5.4M | 4.10% | 22,542 | 增持 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.6M | 3.48% | 9,533 | 减持 |
| 10 | GOOG | ALPHABET INC | $3.7M | 2.82% | 10,431 | 减持 |
| 11 | GE | GE AEROSPACE | $3.5M | 2.64% | 9,252 | 增持 |
| 12 | SGVT | SCHWAB STRATEGIC TR | $3.1M | 2.41% | 31,257 | 新建仓 |
| 13 | AVGO | BROADCOM INC | $3.1M | 2.38% | 8,259 | 减持 |
| 14 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | $3.1M | 2.35% | 154,380 | 减持 |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.0M | 2.28% | 5,974 | 增持 |
| 16 | MCK | MCKESSON CORP | $3.0M | 2.27% | 3,933 | 增持 |
| 17 | IBM | INTERNATIONAL BUSINESS MACHS | $2.9M | 2.25% | 10,462 | 减持 |
| 18 | PFE | PFIZER INC | $2.6M | 1.96% | 106,609 | 新建仓 |
| 19 | GOOGL | ALPHABET INC | $2.5M | 1.94% | 7,102 | 增持 |
| 20 | AZN | ASTRAZENECA PLC | $2.5M | 1.92% | 13,245 | 增持 |
| 21 | IXN | ISHARES TR | $2.2M | 1.72% | 15,564 | 新建仓 |
| 22 | WMT | WALMART INC | $2.0M | 1.53% | 17,632 | 增持 |
| 23 | CMI | CUMMINS INC | $1.6M | 1.25% | 2,285 | 减持 |
| 24 | NFLX | NETFLIX INC. | $1.6M | 1.21% | 22,151 | 减持 |
| 25 | JAAA | JANUS DETROIT STR TR | $1.4M | 1.06% | 27,451 | 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