Fiscal Wisdom Wealth Management, LLC

报告期 2026-03-31 · CIK 0002053757

持仓数

前50大市值合计

$95.1M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3

25Q4 调仓2025-09-30 → 2025-12-31 · 共 77 项建仓 8增持 40减持 27清仓 2

方向

标的

Δ市值

现股数(环比)

减持

EXK ENDEAVOUR SILVER CORP

-$2.2M

484,929 -43%

增持

PCT PURECYCLE TECHNOLOGIES INC

-$850.9K

226,693 +5%

减持

DC DAKOTA GOLD CORP

+$708.4K

768,832 -10%

减持

SVM SILVERCORP METALS INC

-$599.5K

268,373 -40%

减持

BTG B2GOLD CORP

-$565.2K

78,526 -56%

增持

SGOV ISHARES TR

+$550.0K

9,805 +127%

减持

EQX EQUINOX GOLD CORP

-$438.4K

181,608 -33%

减持

GORO GOLD RESOURCE CORP

-$399.6K

47,565,078 -2%

清仓

T AT&T INC

-$335.5K

0 -100%

建仓

KAMO MANAGED PORTFOLIO SERIES

+$287.8K

11,499

建仓

SLV ISHARES SILVER TR

+$283.0K

4,393

建仓

SVOL SIMPLIFY EXCHANGE TRADED FUN

+$276.0K

15,715

增持

IVE ISHARES TR

+$259.4K

2,615 +84%

增持

DIA SPDR DOW JONES INDL AVERAGE

+$256.9K

3,264 +16%

增持

CLSE TRUST FOR PROFESSIONAL MANAG

+$253.9K

17,608 +100%

增持

IUSB ISHARES TR

+$248.8K

26,429 +27%

建仓

IAGG ISHARES TR

+$237.8K

4,756

增持

VEA VANGUARD TAX-MANAGED FDS

+$236.9K

13,724 +34%

建仓

IAU ISHARES GOLD TR

+$236.9K

2,918

建仓

PAAS PAN AMERN SILVER CORP

+$223.3K

4,310

增持

FTLS FIRST TR EXCH TRADED FD III

+$220.4K

6,221 +95%

建仓

VFH VANGUARD WORLD FD

+$212.2K

1,590

减持

REKR REKOR SYSTEMS INC

-$200.2K

123,139 -11%

增持

CTA SIMPLIFY EXCHANGE TRADED FUN

+$189.7K

14,471 +99%

减持

AG FIRST MAJESTIC SILVER CORP

-$178.7K

50,449 -37%

减持

SKE SKEENA RES LTD NEW

+$166.6K

166,806 -26%

增持

IEMG ISHARES INC

+$164.6K

7,120 +52%

增持

SCHD SCHWAB STRATEGIC TR

+$164.0K

90,929 +5%

增持

DYNF BLACKROCK ETF TRUST

+$159.4K

9,052 +37%

减持

BUXX EA SERIES TRUST

-$153.7K

26,174 -22%

增持

IVV ISHARES TR

+$151.0K

1,282 +18%

减持

MSFT MICROSOFT CORP

-$135.5K

2,884 -2%

增持

IVW ISHARES TR

+$125.9K

4,357 +28%

增持

BTAL AGF INVTS TR

+$123.6K

19,599 +94%

增持

SPYM SPDR SERIES TRUST

+$119.7K

46,005 +1%

增持

VOO VANGUARD INDEX FDS

+$110.6K

1,470 +11%

增持

GLDM WORLD GOLD TR

+$110.5K

6,848 +17%

增持

OEF ISHARES TR

+$109.7K

992 +44%

建仓

TE T1 ENERGY INC

+$103.3K

15,459

增持

COST COSTCO WHSL CORP NEW

-$90.6K

1,103 +0%

增持

MBB ISHARES TR

+$89.2K

4,384 +28%

增持

LUXE LUXEXPERIENCE BV

+$84.2K

38,315 +41%

减持

BBWI BATH & BODY WORKS INC

-$81.5K

10,415 -7%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$80.9K

563 +37%

减持

UPS UNITED PARCEL SERVICE INC

+$77.6K

6,765 -1%

增持

GOOGL ALPHABET INC

+$76.5K

1,009 +6%

减持

AAPL APPLE INC

+$70.1K

7,236 -1%

增持

BINC BLACKROCK ETF TRUST II

+$69.7K

5,887 +30%

增持

SPHQ INVESCO EXCHANGE TRADED FD T

+$65.6K

15,168 +4%

减持

SILJ AMPLIFY ETF TR

+$65.3K

13,611 -0%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$63.5K

6,779 +2%

增持

EFV ISHARES TR

+$62.3K

5,187 +15%

减持

QUAL ISHARES TR

-$61.8K

1,025 -25%

增持

VXF VANGUARD INDEX FDS

+$55.1K

2,452 +12%

增持

BALT INNOVATOR ETFS TRUST

+$49.3K

58,453 +1%

增持

HD HOME DEPOT INC

-$45.9K

1,423 +3%

增持

TLH ISHARES TR

+$39.5K

4,179 +14%

减持

AMD ADVANCED MICRO DEVICES INC

-$36.8K

999 -8%

减持

SPLV INVESCO EXCH TRADED FD TR II

-$36.7K

3,545 -11%

减持

CAT CATERPILLAR INC

+$35.7K

693 -1%

减持

MCD MCDONALDS CORP

-$34.5K

2,095 -4%

增持

WMT WALMART INC

+$32.9K

3,313 +6%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$24.1K

4,080 +2%

减持

VXUS VANGUARD STAR FDS

-$23.1K

2,785 -11%

增持

FDVV FIDELITY COVINGTON TRUST

+$21.0K

4,352 +8%

减持

A AGILENT TECHNOLOGIES INC

-$19.5K

1,470 -2%

增持

NVDA NVIDIA CORPORATION

+$19.4K

2,193 +1%

减持

JPM JPMORGAN CHASE & CO.

+$16.1K

729 -2%

增持

FBCG FIDELITY COVINGTON TRUST

+$13.6K

5,480 +1%

减持

AMZN AMAZON COM INC

+$9.3K

1,572 -3%

清仓

GPUS HYPERSCALE DATA INC

-$7.7K

0 -100%

增持

PG PROCTER AND GAMBLE CO

-$7.1K

1,489 +3%

增持

PLTR PALANTIR TECHNOLOGIES INC

+$4.6K

1,251 +1%

减持

NOBL PROSHARES TR

+$4.1K

10,962 -1%

增持

MUB ISHARES TR

+$3.7K

3,440 +1%

减持

IYW ISHARES TR

-$2.6K

1,061 -2%

减持

VGT VANGUARD WORLD FD

-$1.6K

466 -1%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。