CIK: 0002108790
申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 72
FULCRUM WEALTH ADVISORS, LLC在最新一期 13F 报告中披露了 72 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 30.4%。
Fulcrum Wealth Advisors, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.045——换算下来相当于约 22 个等权重仓位，明显低于其实际披露的 72 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.49），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 48%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
加仓 VGK
+120.3% US$374.3万
加仓 AAPL
+83.1% US$195.2万
加仓 SGOL
+6.5% US$182.5万
减仓 MSFT
+8.8% -US$155.0万
减仓 VOO
-18.0% -US$133.7万
减仓 GOOG
-22.4% -US$133.1万
仅显示前 71 大持股（共 72 只）
| # | 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 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 11.11% | +1.57% | +6.55% | |
| 2 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 10.01% | +0.65% | -1.04% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.38% | -1.24% | +8.78% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 5.74% | +3.11% | +120.31% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.85% | -0.57% | -5.04% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.95% | -1.08% | -18.01% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.90% | +1.64% | +83.07% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.78% | -0.43% | -1.16% | |
| 9 | CMI | Cummins INC | 股票-工业 | 2.91% | -0.76% | -25.36% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.84% | -0.14% | -14.79% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 2.70% | -0.39% | +6.18% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.69% | -1.08% | -22.35% | |
| 13 | NFLX | Netflix INC | 股票-通信服务 | 2.60% | +0.97% | +54.56% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 2.35% | -0.38% | -4.42% | |
| 15 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 2.22% | -0.29% | -17.96% | |
| 16 | AZN | AstraZeneca PLC | 股票-医疗保健 | 2.13% | +2.13% | NEW | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.03% | -0.19% | -4.80% | |
| 18 | GE | General Electric | 股票-工业 | 1.98% | -0.73% | -21.23% | |
| 19 | HON | Honeywell International INC | 股票-工业 | 1.88% | -0.18% | -21.53% | |
| 20 | HII | Huntington Ingalls Industrie | 股票-工业 | 1.78% | +1.78% | NEW | |
| 21 | MCK | Mckesson CORP | 股票-医疗保健 | 1.55% | -0.66% | -33.77% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.54% | -0.13% | -0.09% | |
| 23 | UNM | Unum Group | 股票-金融 | 1.52% | -0.43% | -17.45% | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.17% | — | -0.84% | |
| 25 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 1.07% | — | -3.36% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.81% | -0.16% | +0.11% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | +0.10% | — | |
| 28 | BA | Boeing Co/the | 股票-工业 | 0.65% | — | -0.63% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.62% | +0.09% | +4.44% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.57% | +0.12% | +23.95% | |
| 31 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.51% | +0.21% | +75.54% | |
| 32 | CAIE | Calamos Autocallable INC ETF | ETF-其他 | 0.51% | +0.51% | NEW | |
| 33 | SLS | Sellas Life Sciences Group I | 股票-其他 | 0.44% | +0.25% | +103.96% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | — | — | |
| 35 | FAST | Fastenal Co | 股票-工业 | 0.42% | — | +0.35% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.41% | — | — | |
| 37 | ET | Energy Transfer LP | 股票-能源 | 0.40% | — | +3.75% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.37% | -0.15% | -27.97% | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | — | -2.41% | |
| 40 | POWL | Powell Industries INC | 股票-工业 | 0.36% | +0.15% | — | |
| 41 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.35% | -0.09% | — | |
| 42 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 0.34% | +0.12% | +59.62% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.34% | -0.28% | -28.33% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.34% | — | — | |
| 45 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 0.33% | — | -4.25% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.32% | — | -18.76% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.30% | — | -1.58% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.29% | -0.15% | -30.00% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.29% | — | — | |
| 50 | RGLD | Royal Gold INC | 股票-原材料 | 0.28% | — | +0.22% |
Q3 2026表现
-3.5%
近4个季度表现
-1%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的79%）计算
Fulcrum Wealth Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 清仓: Reliance INC (RS); 清仓: Unitedhealth Group INC (UNH); 新建仓: Huntington Ingalls Industrie (HII); 新建仓: Calamos Autocallable INC ETF (CAIE).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-22 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-02 | 13F-HR | 在 EDGAR 上查看 |
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