FW
Fiscal Wisdom Wealth Management, LLC
趋势追踪型集中型投资策略行业集中型
申报总市值
US$1.0亿
申报季度: 2026-03-31 · 持股只数: 90
Fiscal Wisdom Wealth Management, LLC在最新一期 13F 报告中披露了 90 项持股，申报期为 2026-03-31，总持股市值约为 US$1.0亿，季度换手率为 29.9%。
机构性格雪花图
- 集中度
- 70.3
- 持仓稳定性
- 29.9
- 动能／逆势
- 100
- 行业集中度
- 69.52
- 多样化
- 100
- 仓位均衡度
- 61.29
近期动向
加仓 GORO
-25.2% US$330.8万
减仓 EXK
-85.5% -US$390.4万
减仓 SKE
-61.9% -US$208.1万
加仓 SGOV
+195.0% US$192.8万
减仓 DC
-32.3% -US$173.8万
减仓 EQX
-54.0% -US$134.9万
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 |
|---|---|---|---|---|---|---|---|
| 1 | GORO | Gold Resource CORP | 股票-其他 | 40.99% | +3.88% | -25.20% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.24% | -0.24% | -4.02% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.93% | +0.58% | +9.51% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.80% | +1.87% | +195.04% | |
| 5 | DC | Dakota Gold CORP | 股票-其他 | 2.52% | -1.60% | -32.30% | |
| 6 | SKE | Skeena Resources LTD | 股票-其他 | 1.81% | -1.93% | -61.95% | |
| 7 | SVM | Silvercorp Metals INC | 股票-其他 | 1.80% | -0.31% | -34.95% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.75% | — | -0.68% | |
| 9 | BALT | Inn Defined Wealth Shield | ETF-其他 | 1.67% | -0.18% | -11.05% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.52% | — | +4.93% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.51% | — | -2.38% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.49% | +0.33% | +27.18% | |
| 13 | PWB | Invesco Large Cap Growth ETF | ETF-大型股与成长 | 1.32% | — | -0.68% | |
| 14 | BUXX | Strive Enhanced Income Short | ETF-其他 | 1.18% | +0.68% | +131.25% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.17% | +0.36% | +38.62% | |
| 16 | EQX | Equinox Gold CORP | 股票-其他 | 1.16% | -1.25% | -53.96% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.13% | +0.30% | +40.33% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.10% | — | +0.57% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.08% | — | -2.86% | |
| 20 | PCT | Purecycle Technologies INC | 股票-其他 | 1.08% | -0.75% | -4.55% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.06% | — | — | |
| 22 | CLSE | Convergence Long/short Eqy | ETF-其他 | 1.03% | +0.58% | +116.09% | |
| 23 | FTLS | First Trust Long/short Eqty | ETF-其他 | 1.02% | +0.60% | +142.37% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | -0.29% | -0.87% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.79% | -0.23% | +0.04% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.74% | — | -2.16% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.73% | -0.14% | -13.54% | |
| 28 | UPS | United Parcel Service-cl B | 股票-工业 | 0.64% | — | — | |
| 29 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.63% | — | +3.53% | |
| 30 | EXK | Endeavour Silver CORP | 股票-原材料 | 0.63% | -3.67% | -85.51% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.63% | — | +18.47% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.62% | — | -0.24% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.61% | — | +29.24% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.59% | +0.59% | NEW | |
| 35 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.56% | — | +9.89% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.56% | — | +16.53% | |
| 37 | WRBY | Warby Parker Inc-class A | 股票-其他 | 0.55% | +0.55% | NEW | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.52% | +0.17% | +39.66% | |
| 39 | MBB | Ishares Mbs ETF | ETF-其他 | 0.51% | — | +28.81% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.49% | — | +1.06% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.47% | — | — | |
| 42 | VXX | Ipath Series B S&p 500 Vix | ETF-大型股与成长 | 0.47% | +0.47% | NEW | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | -0.56% | |
| 44 | SILJ | Amplify Junior Silver Miners | ETF-避险与商品 | 0.43% | — | +10.54% | |
| 45 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.43% | — | +5.34% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | — | +5.11% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.41% | — | +11.26% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.37% | — | -7.55% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.36% | — | +3.05% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.35% | +0.35% | NEW |
1–50 of 90
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Fiscal Wisdom Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: First Majestic Silver CORP (AG); 新建仓: Ishares US Treasury Bond ETF (GOVT); 新建仓: Warby Parker Inc-class A (WRBY); 新建仓: Ipath Series B S&p 500 Vix (VXX); 清仓: Simplify Managed Futures St (CTA).
FAQ
Fiscal Wisdom Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Fiscal Wisdom Wealth Management, 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$1.0亿，分布在 90 个已申报仓位之中。
Fiscal Wisdom Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Fiscal Wisdom Wealth Management, LLC 按市值排列的前几大持股为：
1. Gold Resource CORP (GORO) — US$4269.2万 (41.0%)
2. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$338.0万 (3.2%)
3. Schwab US Dvd Equity ETF (SCHD) — US$305.5万 (2.9%)
4. Ishares 0-3 Month Treasury B (SGOV) — US$291.2万 (2.8%)
5. Dakota Gold CORP (DC) — US$262.8万 (2.5%)
Fiscal Wisdom Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Fiscal Wisdom Wealth Management, LLC 共进行了 50 项显著调整：新建仓 15 个仓位、加仓 10 个既有持股、减仓 12 个仓位，并完全清仓 13 个持股。 其中幅度最大的异动：清仓: First Majestic Silver CORP (AG); 新建仓: Ishares US Treasury Bond ETF (GOVT); 新建仓: Warby Parker Inc-class A (WRBY); 新建仓: Ipath Series B S&p 500 Vix (VXX); 清仓: Simplify Managed Futures St (CTA)
Fiscal Wisdom Wealth Management, 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，Fiscal Wisdom Wealth Management, LLC 的主要板块分布如下：
• Information Technology: 40.9%
• Consumer Staples: 14.4%
• Industrials: 12.4%
• Consumer Discretionary: 12.2%
• Materials: 7.5%
• Communication Services: 7.0%