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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 95 项建仓 15增持 35减持 32清仓 13

方向

标的

Δ市值

现股数(环比)

减持

EXK ENDEAVOUR SILVER CORP

-$3.9M

70,279 -86%

减持

GORO GOLD RESOURCE CORP

+$3.3M

35,576,766 -25%

减持

SKE SKEENA RES LTD NEW

-$2.1M

63,477 -62%

增持

SGOV ISHARES TR

+$1.9M

28,929 +195%

减持

DC DAKOTA GOLD CORP

-$1.7M

520,494 -32%

减持

EQX EQUINOX GOLD CORP

-$1.3M

83,604 -54%

清仓

AG FIRST MAJESTIC SILVER CORP

-$840.5K

0 -100%

减持

PCT PURECYCLE TECHNOLOGIES INC

-$824.3K

216,386 -5%

增持

BUXX EA SERIES TRUST

+$695.6K

60,528 +131%

增持

FTLS FIRST TR EXCH TRADED FD III

+$619.3K

15,078 +142%

建仓

GOVT ISHARES TR

+$617.5K

26,955

增持

CLSE TRUST FOR PROFESSIONAL MANAG

+$589.5K

38,049 +116%

建仓

WRBY WARBY PARKER INC

+$574.8K

27,279

增持

SCHD SCHWAB STRATEGIC TR

+$560.8K

99,576 +10%

建仓

VXX BARCLAYS BANK PLC

+$489.8K

13,720

清仓

CTA SIMPLIFY EXCHANGE TRADED FUN

-$394.5K

0 -100%

减持

SVM SILVERCORP METALS INC

-$363.1K

174,589 -35%

增持

VEA VANGUARD TAX-MANAGED FDS

+$361.8K

19,024 +39%

建仓

EFG ISHARES TR

+$360.1K

3,233

清仓

OEF ISHARES TR

-$340.2K

0 -100%

减持

MSFT MICROSOFT CORP

-$336.1K

2,859 -1%

增持

IUSB ISHARES TR

+$322.5K

33,612 +27%

建仓

EOSE EOS ENERGY ENTERPRISES INC

+$319.1K

64,334

减持

SPYM SPDR SERIES TRUST

-$310.8K

44,156 -4%

增持

IVV ISHARES TR

+$297.4K

1,799 +40%

清仓

BTAL AGF INVTS TR

-$282.0K

0 -100%

清仓

SVOL SIMPLIFY EXCHANGE TRADED FUN

-$276.0K

0 -100%

建仓

ONDS ONDAS INC

+$274.3K

30,346

增持

ORCL ORACLE CORP

-$266.4K

5,581 +0%

建仓

BAI BLACKROCK ETF TRUST

+$264.1K

8,015

建仓

HECA ETF OPPORTUNITIES TRUST

+$253.6K

8,785

建仓

MTUM ISHARES TR

+$251.0K

1,046

清仓

IAU ISHARES GOLD TR

-$236.9K

0 -100%

建仓

THRO BLACKROCK ETF TRUST

+$232.5K

6,420

建仓

T AT&T INC

+$223.6K

7,712

清仓

PLTR PALANTIR TECHNOLOGIES INC

-$222.4K

0 -100%

减持

BALT INNOVATOR ETFS TRUST

-$218.7K

51,996 -11%

建仓

EEM ISHARES TR

+$218.2K

3,843

清仓

AMD ADVANCED MICRO DEVICES INC

-$213.9K

0 -100%

清仓

IYW ISHARES TR

-$211.9K

0 -100%

清仓

VXUS VANGUARD STAR FDS

-$210.1K

0 -100%

清仓

BBWI BATH & BODY WORKS INC

-$209.1K

0 -100%

建仓

DADS TIDAL TRUST I

+$206.8K

11,150

清仓

META META PLATFORMS INC

-$206.7K

0 -100%

建仓

KEYS KEYSIGHT TECHNOLOGIES INC

+$200.5K

710

清仓

A AGILENT TECHNOLOGIES INC

-$200.0K

0 -100%

减持

BTG B2GOLD CORP

-$189.9K

36,242 -54%

建仓

PDI PIMCO DYNAMIC INCOME FD

+$179.4K

10,486

增持

EFV ISHARES TR

+$168.2K

7,244 +40%

减持

VOO VANGUARD INDEX FDS

-$162.1K

1,271 -14%

减持

AAPL APPLE INC

-$143.2K

7,187 -1%

减持

QQQM INVESCO EXCH TRADED FD TR II

-$142.0K

6,618 -2%

减持

LUXE LUXEXPERIENCE BV

-$125.9K

24,250 -37%

增持

MBB ISHARES TR

+$118.7K

5,647 +29%

减持

REKR REKOR SYSTEMS INC

-$114.2K

67,961 -45%

减持

NFGC NEW FOUND GOLD CORP

-$100.4K

10,280 -74%

增持

IEMG ISHARES INC

+$100.1K

8,297 +17%

增持

IVW ISHARES TR

+$99.9K

5,631 +29%

增持

IVE ISHARES TR

+$99.6K

3,098 +18%

减持

KAMO MANAGED PORTFOLIO SERIES

-$77.7K

8,511 -26%

增持

IAGG ISHARES TR

+$76.5K

6,282 +32%

增持

GLDM WORLD GOLD TR

+$72.6K

7,090 +4%

增持

SILJ AMPLIFY ETF TR

+$70.6K

15,046 +11%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$69.5K

878 -8%

增持

QUAL ISHARES TR

+$68.0K

1,416 +38%

增持

TE T1 ENERGY INC

+$67.9K

38,988 +152%

减持

DE DEERE & CO

+$46.1K

510 -2%

减持

AMZN AMAZON COM INC

-$37.1K

1,564 -1%

增持

GOOG ALPHABET INC

-$30.0K

1,116 +0%

增持

DYNF BLACKROCK ETF TRUST

+$28.3K

9,947 +10%

减持

GOOGL ALPHABET INC

-$28.0K

1,001 -1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$25.7K

537 -5%

增持

VGT VANGUARD WORLD FD

-$25.4K

467 +0%

减持

HD HOME DEPOT INC

-$24.5K

1,415 -1%

增持

SLV ISHARES SILVER TR

+$23.6K

4,500 +2%

减持

PWB INVESCO EXCHANGE TRADED FD T

-$22.4K

10,911 -1%

减持

SPY STATE STR SPDR S&P 500 ETF T

-$19.0K

494 -1%

增持

TLH ISHARES TR

+$18.5K

4,402 +5%

增持

DIA STATE STR SPDR DOW JONES IND

+$18.0K

3,425 +5%

增持

NVDA NVIDIA CORPORATION

+$16.5K

2,440 +11%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$15.5K

3,992 -2%

减持

NOBL PROSHARES TR

-$12.1K

10,648 -3%

减持

SPLV INVESCO EXCH TRADED FD TR II

-$12.0K

3,297 -7%

减持

WMT WALMART INC

+$11.6K

3,063 -8%

减持

MCD MCDONALDS CORP

+$9.3K

2,090 -0%

增持

SPHQ INVESCO EXCHANGE TRADED FD T

+$8.5K

15,254 +1%

增持

MUB ISHARES TR

+$7.9K

3,545 +3%

减持

PAAS PAN AMERN SILVER CORP

+$7.7K

4,229 -2%

增持

FBCG FIDELITY COVINGTON TRUST

-$7.4K

5,849 +7%

增持

QQQ INVESCO QQQ TR

-$5.2K

740 +5%

增持

BINC BLACKROCK ETF TRUST II

-$4.8K

5,889 +0%

增持

FDVV FIDELITY COVINGTON TRUST

-$3.3K

4,406 +1%

增持

VXF VANGUARD INDEX FDS

-$2.7K

2,478 +1%

增持

PG PROCTER & GAMBLE CO

+$1.8K

1,490 +0%

增持

VFH VANGUARD WORLD FD

-$1.4K

1,745 +10%

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。