NICHOLAS COMPANY, INC.
MILWAUKEE WI · SEC CIK 0000903949
$50.96亿2026Q1 申报市值
203持仓数
26.4%前十大占比 · 第一大 4.0%
9 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$8,090.71万
AVGO 加仓+$7,516.61万
PANW 加仓+$1,935.54万
NFLX 加仓+$1,893.53万
CDNS 加仓+$1,619.48万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$9,963.87万
TEAM 清仓-$4,974.76万
CARR 清仓-$4,875.15万
TTD 清仓-$3,859.56万
ADBE 减仓-$2,403.48万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | Simulations Plus, Inc. | $2.53万 | 0.00% | 2,140 | -260,572 | -99.2% | -$308.00万 | 减仓 |
| FIVN | Five9, Inc. | $1.15万 | 0.00% | 761 | -247 | -24.5% | -$3,747 | 减仓 |
| NDAQ | Nasdaq, Inc. | $6,367 | 0.00% | 75 | -85,470 | -99.9% | -$725.58万 | 减仓 |
| AZN | Astrazeneca PLC Sponsored ADR | $0 | 0.00% | 0 | -541,927 | -100.0% | -$9,963.87万 | 清仓 |
| TEAM | Atlassian Corp Class A | $0 | 0.00% | 0 | -306,819 | -100.0% | -$4,974.76万 | 清仓 |
| CARR | Carrier Global Corp. | $0 | 0.00% | 0 | -922,625 | -100.0% | -$4,875.15万 | 清仓 |
| TTD | Trade Desk, Inc. Class A | $0 | 0.00% | 0 | -1,016,743 | -100.0% | -$3,859.56万 | 清仓 |
| LECO | Lincoln Electric Holdings, Inc. | $0 | 0.00% | 0 | -31,420 | -100.0% | -$752.95万 | 清仓 |
| APD | Air Products and Chemicals, Inc. | $0 | 0.00% | 0 | -23,897 | -100.0% | -$590.30万 | 清仓 |
| NVO | Novo Nordisk A/S Sponsored ADR Class B | $0 | 0.00% | 0 | -90,890 | -100.0% | -$462.45万 | 清仓 |
| NXRT | NexPoint Residential Trust, Inc. | $0 | 0.00% | 0 | -110,965 | -100.0% | -$334.00万 | 清仓 |
| CRWD | CrowdStrike Holdings, Inc. Class A | $0 | 0.00% | 0 | -3,040 | -100.0% | -$142.50万 | 清仓 |
| SWKS | Skyworks Solutions, Inc. | $0 | 0.00% | 0 | -21,566 | -100.0% | -$136.75万 | 清仓 |
| MICC | Magnum Ice Cream Co. N.V. | $0 | 0.00% | 0 | -75 | -100.0% | -$1,189 | 清仓 |