FC

Fulcrum Capital LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$4.6亿

申报季度: 2026-03-31 · 持股只数: 101

Fulcrum Capital LLC在最新一期 13F 报告中披露了 101 项持股，申报期为 2026-03-31，总持股市值约为 US$4.6亿，季度换手率为 14.9%。

机构性格雪花图

集中度
13.54
持仓稳定性
14.89
动能／逆势
100
行业集中度
76.76
多样化
100
仓位均衡度
84.37

近期动向

  • 减仓 GOOGL

    -20.0%　-US$833.9万

  • 加仓 LRCX

    -2.1%　US$296.6万

  • 加仓 FTNT

    +21.2%　US$282.4万

  • 减仓 MSFT

    +8.3%　-US$638.1万

  • 加仓 NFLX

    +19.7%　US$255.9万

  • 减仓 ULTA

    -28.2%　-US$395.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VOVanguard Mid-cap ETFETF-其他8.25%+0.34%-2.47%
2MSFTMicrosoft CORP股票-科技6.70%-0.78%+8.26%
3AAPLApple INC股票-科技5.49%-0.03%-1.46%
4GOOGLAlphabet Inc-cl A股票-通信服务5.02%-1.30%-20.00%
5AMZNAmazon.com INC股票-周期性消费4.89%-0.11%+0.11%
6NVDANvidia CORP股票-科技4.73%-0.10%-3.19%
7LRCXLam Research CORP股票-科技3.54%+0.86%-2.09%
8TTTrane Technologies plc股票-工业3.34%+0.44%-0.39%
9FTNTFortinet INC股票-科技3.10%+0.80%+21.16%
10MAMastercard INC - A股票-金融3.09%-0.12%+1.74%
11NFLXNetflix INC股票-通信服务2.99%+0.73%+19.74%
12CMECme Group INC股票-金融2.76%+0.36%-1.63%
13JPMJpmorgan Chase & Co股票-金融2.56%-0.37%-11.40%
14WMWaste Management INC股票-工业2.45%+0.28%-0.21%
15EWEdwards Lifesciences CORP股票-医疗保健2.39%+0.04%+0.08%
16SPGIS&p Global INC股票-金融2.34%+0.06%+16.48%
17ADBEAdobe INC股票-科技1.90%-0.65%-0.79%
18LINLinde plc股票-原材料1.61%+0.38%+3.80%
19VRTXVertex Pharmaceuticals INC股票-医疗保健1.60%+0.09%-0.72%
20PEPPepsico INC股票-非周期性消费1.60%+0.22%-1.01%
21ZTSZoetis INC股票-医疗保健1.59%—-1.87%
22XBISs Spdr S&p Biotech ETFETF-科技型1.55%+0.15%-1.77%
23UBERUber Technologies INC股票-工业1.55%+0.28%+27.98%
24XYLXylem INC股票-工业1.54%-0.07%+0.68%
25FSLRFirst Solar INC股票-科技1.48%-0.55%-10.73%
26UNHUnitedhealth Group INC股票-医疗保健1.47%-0.22%-1.70%
27INTUIntuit INC股票-科技1.44%-0.56%+1.93%
28ULTAUlta Beauty INC股票-周期性消费1.40%-0.69%-28.19%
29DHIDr Horton INC股票-周期性消费1.39%+0.05%+1.08%
30EOGEog Resources INC股票-能源1.23%+0.28%-13.05%
31VUGVanguard Growth ETFETF-其他1.18%+0.15%+17.95%
32ABTAbbott Laboratories股票-医疗保健1.08%-0.14%-0.65%
33JQUAJpmorgan US Quality FactorETF-其他1.02%—+1.99%
34IVVIshares Core S&p 500 ETFETF-大型股与成长0.83%-0.04%-6.56%
35AMGNAmgen INC股票-医疗保健0.76%+0.10%-0.91%
36LLYEli Lilly & Co股票-医疗保健0.76%-0.06%-0.29%
37DXCMDexcom INC股票-医疗保健0.61%—+8.89%
38PINSPinterest Inc- Class A股票-通信服务0.55%-0.16%+2.26%
39PYPLPaypal Holdings INC股票-金融0.52%-0.09%+0.81%
40CVLCCalvert US L-c Cr Resp IndexETF-大型股与成长0.48%—+8.63%
41SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.42%——
42TTDTrade Desk Inc/the -class A股票-通信服务0.36%-0.16%+5.93%
43VYMVanguard High Dvd Yield ETFETF-其他0.35%——
44IWRIshares Russell Mid-cap ETFETF-其他0.34%—-3.93%
45ECLEcolab INC股票-原材料0.31%—-0.40%
46COSTCostco Wholesale CORP股票-非周期性消费0.26%—-12.34%
47AWKAmerican Water Works Co INC股票-公用事业0.24%—+5.67%
48JNJJohnson & Johnson股票-医疗保健0.23%+0.04%-4.31%
49WELLWelltower INC股票-房地产0.19%—-1.12%
50IEFAIshares Core Msci Eafe ETFETF-其他0.17%——
1–50 of 101

本季持股变动

Fulcrum Capital LLC 在 2026-03-31 最显著的持仓异动： 清仓: Unilever PLC (UL); 新建仓: Unilever Plc-sponsored Adr (UL); 新建仓: Texas Instruments INC (TXN); 清仓: Ishares Russell 1000 Growth (IWF); 新建仓: Walmart INC (WMT).

Fulcrum Capital LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1LRCXLam Research CORP+0.9%-2.09%减仓
2FTNTFortinet INC+0.8%+21.16%加仓
3NFLXNetflix INC+0.7%+19.74%加仓
4TTTrane Technologies plc+0.4%-0.39%减仓
5LINLinde plc+0.4%+3.80%加仓
6CMECme Group INC+0.4%-1.63%减仓
7VOVanguard Mid-cap ETF+0.3%-2.47%减仓
8EOGEog Resources INC+0.3%-13.05%减仓
9UBERUber Technologies INC+0.3%+27.98%加仓
10WMWaste Management INC+0.3%-0.21%减仓
11PEPPepsico INC+0.2%-1.01%减仓
12VUGVanguard Growth ETF+0.2%+17.95%加仓
13XBISs Spdr S&p Biotech ETF+0.2%-1.77%减仓
14AMGNAmgen INC+0.1%-0.91%减仓
15VRTXVertex Pharmaceuticals INC+0.1%-0.72%减仓
16SPGIS&p Global INC+0.1%+16.48%加仓
17DHIDr Horton INC+0.1%+1.08%加仓
18EWEdwards Lifesciences CORP0%+0.08%加仓
19COPConocophillips0%+7.85%加仓
20JNJJohnson & Johnson0%-4.31%减仓
21ZTSZoetis INC—-1.87%减仓
22AVGOBroadcom INC0%-7.96%减仓
23ARESAres Management CORP - A0%-3.44%减仓
24CVSCvs Health CORP0%-19.93%减仓
25AAPLApple INC0%-1.46%减仓
26IVVIshares Core S&p 500 ETF0%-6.56%减仓
27LLYEli Lilly & Co-0.1%-0.29%减仓
28XYLXylem INC-0.1%+0.68%加仓
29PYPLPaypal Holdings INC-0.1%+0.81%加仓
30NVDANvidia CORP-0.1%-3.19%减仓
31AMZNAmazon.com INC-0.1%+0.11%加仓
32MAMastercard INC - A-0.1%+1.74%加仓
33GOOGAlphabet Inc-cl C-0.1%-43.66%减仓
34ABTAbbott Laboratories-0.1%-0.65%减仓
35PINSPinterest Inc- Class A-0.2%+2.26%加仓
36TTDTrade Desk Inc/the -class A-0.2%+5.93%加仓
37UNHUnitedhealth Group INC-0.2%-1.70%减仓
38JPMJpmorgan Chase & Co-0.4%-11.40%减仓
39FSLRFirst Solar INC-0.6%-10.73%减仓
40INTUIntuit INC-0.6%+1.93%加仓
41ADBEAdobe INC-0.7%-0.79%减仓
42ULTAUlta Beauty INC-0.7%-28.19%减仓
43MSFTMicrosoft CORP-0.8%+8.26%加仓
44GOOGLAlphabet Inc-cl A-1.3%-20.00%减仓
45ULUnilever PLC—EXIT清仓
46ULUnilever Plc-sponsored Adr—NEW新建仓
47TXNTexas Instruments INC—NEW新建仓
48IWFIshares Russell 1000 Growth—EXIT清仓
49WMTWalmart INC—NEW新建仓
50GSLGlobal Ship Lease, Inc.—NEW新建仓

FAQ

Fulcrum Capital LLC 是什么机构？属于哪种投资人类型？
Fulcrum Capital LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.6亿，分布在 101 个已申报仓位之中。
Fulcrum Capital LLC 目前前几大持股有哪些？
根据最新 13F 申报，Fulcrum Capital LLC 按市值排列的前几大持股为： 1. Vanguard Mid-cap ETF (VO) — US$3801.5万 (8.3%) 2. Microsoft CORP (MSFT) — US$3086.3万 (6.7%) 3. Apple INC (AAPL) — US$2527.9万 (5.5%) 4. Alphabet Inc-cl A (GOOGL) — US$2313.1万 (5.0%) 5. Amazon.com INC (AMZN) — US$2251.0万 (4.9%)
Fulcrum Capital LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Fulcrum Capital LLC 共进行了 50 项显著调整：新建仓 4 个仓位、加仓 17 个既有持股、减仓 27 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Unilever PLC (UL); 新建仓: Unilever Plc-sponsored Adr (UL); 新建仓: Texas Instruments INC (TXN); 清仓: Ishares Russell 1000 Growth (IWF); 新建仓: Walmart INC (WMT)
Fulcrum Capital LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Fulcrum Capital LLC 的主要板块分布如下： • Information Technology: 42.4% • Financials: 19.1% • Communication Services: 15.1% • Health Care: 8.5% • Consumer Discretionary: 8.3% • Consumer Staples: 3.7%