NOESIS CAPITAL MANGEMENT CORP
BOCA RATON FL · SEC CIK 0001262677
$8.32亿2026Q2 申报市值
124持仓数
50.8%前十大占比 · 第一大 7.2%
5 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
REGN 加仓+$737.09万
JPST 加仓+$337.43万
SYK 加仓+$205.34万
EWBC 加仓+$140.32万
GILD 加仓+$139.01万
2026Q2 卖出最多 按季末市值估算
NKE 清仓-$701.37万
IGV 减仓-$163.13万
IJR 减仓-$78.46万
CAT 减仓-$68.47万
AMD 减仓-$57.45万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $6,008.89万 | 7.23% | 170,064 | 3,562 | 2.1% | $125.86万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,561.98万 | 6.69% | 95,746 | -989 | -1.0% | -$57.45万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,473.43万 | 6.58% | 114,610 | -845 | -0.7% | -$40.35万 | 减仓 |
| APH | AMPHENOL CORP | $4,763.44万 | 5.73% | 270,159 | 4,410 | 1.7% | $77.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,568.42万 | 5.49% | 139,566 | 3,737 | 2.8% | $122.32万 | 加仓 |
| CAT | CATERPILLAR INC | $4,278.02万 | 5.14% | 40,173 | -643 | -1.6% | -$68.47万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,806.54万 | 4.58% | 112,536 | 3,565 | 3.3% | $120.59万 | 加仓 |
| AMZN | AMAZON COM INC | $2,695.91万 | 3.24% | 113,112 | 4,412 | 4.1% | $105.16万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2,564.12万 | 3.08% | 80,752 | 1,779 | 2.3% | $56.49万 | 加仓 |
| CMI | CUMMINS INC | $2,546.37万 | 3.06% | 35,703 | 3 | 0.0% | $2,140 | 加仓 |
| QCOM | QUALCOMM INC | $2,475.23万 | 2.98% | 133,948 | 3,834 | 2.9% | $70.85万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,424.47万 | 2.92% | 77,007 | 6,522 | 9.3% | $205.34万 | 加仓 |
| V | VISA INC | $2,093.00万 | 2.52% | 61,004 | 1,573 | 2.6% | $53.97万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,070.22万 | 2.49% | 33,201 | 11,821 | 55.3% | $737.09万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,924.14万 | 2.31% | 380,490 | 66,726 | 21.3% | $337.43万 | 加仓 |
| ECL | ECOLAB INC | $1,842.67万 | 2.22% | 66,138 | 2,798 | 4.4% | $77.95万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1,809.92万 | 2.18% | 136,259 | 3,721 | 2.8% | $49.43万 | 加仓 |
| MRK | MERCK & CO INC | $1,780.61万 | 2.14% | 138,569 | 2,885 | 2.1% | $37.07万 | 加仓 |
| LIN | LINDE PLC | $1,721.58万 | 2.07% | 33,175 | 436 | 1.3% | $22.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,663.56万 | 2.00% | 189,536 | 11,993 | 6.8% | $105.26万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,594.81万 | 1.92% | 126,232 | 11,003 | 9.5% | $139.01万 | 加仓 |
| LOW | LOWES COS INC | $1,543.35万 | 1.86% | 69,996 | 674 | 1.0% | $14.86万 | 加仓 |
| IGV | ISHARES TR | $1,209.43万 | 1.45% | 133,491 | -18,005 | -11.9% | -$163.13万 | 减仓 |
| TSLA | TESLA INC | $1,024.08万 | 1.23% | 24,348 | 720 | 3.0% | $30.28万 | 加仓 |
| SE | SEA LTD | $1,015.92万 | 1.22% | 106,013 | 2,293 | 2.2% | $21.97万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $997.20万 | 1.20% | 23,012 | -995 | -4.1% | -$43.12万 | 减仓 |
| MDT | MEDTRONIC PLC | $990.42万 | 1.19% | 126,603 | 992 | 0.8% | $7.76万 | 加仓 |
| AAPL | APPLE INC | $946.43万 | 1.14% | 32,708 | -1,221 | -3.6% | -$35.33万 | 减仓 |
| DIS | DISNEY WALT CO | $902.94万 | 1.09% | 93,812 | -935 | -1.0% | -$9.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $688.07万 | 0.83% | 18,446 | -191 | -1.0% | -$7.12万 | 减仓 |
| IJR | ISHARES TR | $665.13万 | 0.80% | 44,848 | -5,290 | -10.6% | -$78.46万 | 减仓 |
| GOOGL | ALPHABET INC | $608.11万 | 0.73% | 17,016 | 610 | 3.7% | $21.80万 | 加仓 |
| AVGO | BROADCOM INC | $595.31万 | 0.72% | 15,759 | 236 | 1.5% | $8.92万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $543.21万 | 0.65% | 157,497 | 975 | 0.6% | $3.36万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $492.58万 | 0.59% | 454,412 | 48,925 | 12.1% | $53.03万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $484.25万 | 0.58% | 102,715 | 4,363 | 4.4% | $20.57万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $364.67万 | 0.44% | 4,883 | -137 | -2.7% | -$10.23万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $364.59万 | 0.44% | 28,243 | 10,870 | 62.6% | $140.32万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $327.61万 | 0.39% | 71,686 | -375 | -0.5% | -$1.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $313.83万 | 0.38% | 15,685 | 235 | 1.5% | $4.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $219.66万 | 0.26% | 8,649 | -251 | -2.8% | -$6.37万 | 减仓 |
| SLB | SLB LIMITED | $216.05万 | 0.26% | 46,473 | -935 | -2.0% | -$4.35万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $213.97万 | 0.26% | 11,231 | -120 | -1.1% | -$2.29万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $168.71万 | 0.20% | 19,586 | -1,258 | -6.0% | -$10.84万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $166.70万 | 0.20% | 4,505 | 1,782 | 65.4% | $65.94万 | 加仓 |
| PFF | ISHARES TR | $163.01万 | 0.20% | 53,464 | 1,200 | 2.3% | $3.66万 | 加仓 |
| AME | AMETEK INC | $154.04万 | 0.19% | 6,367 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $142.53万 | 0.17% | 685 | -55 | -7.4% | -$11.44万 | 减仓 |
| VGT | VANGUARD WORLD FD | $140.34万 | 0.17% | 11,742 | 1,758 | 17.6% | $21.01万 | 加仓 |
| EEM | ISHARES TR | $136.31万 | 0.16% | 19,926 | -1,553 | -7.2% | -$10.62万 | 减仓 |
| IEFA | ISHARES TR | $135.23万 | 0.16% | 14,002 | -554 | -3.8% | -$5.35万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $130.10万 | 0.16% | 2,600 | -375 | -12.6% | -$18.76万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $129.22万 | 0.16% | 15,635 | 1,570 | 11.2% | $12.98万 | 加仓 |
| BLK | BLACKROCK INC | $119.52万 | 0.14% | 1,243 | -24 | -1.9% | -$2.31万 | 减仓 |
| ASML | ASML HLDG NV | $116.78万 | 0.14% | 587 | 6 | 1.0% | $1.19万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $110.11万 | 0.13% | 1,603 | 213 | 15.3% | $14.63万 | 加仓 |
| QQQ | INVESCO QQQ TR | $97.49万 | 0.12% | 1,324 | 90 | 7.3% | $6.63万 | 加仓 |
| — | EXXON MOBIL CORP | $96.62万 | 0.12% | 7,067 | 493 | 7.5% | $6.74万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $87.87万 | 0.11% | 4,032 | -1,748 | -30.2% | -$38.09万 | 减仓 |
| ET | ENERGY TRANSFER L P | $79.46万 | 0.10% | 41,561 | 34 | 0.1% | $650 | 加仓 |
| VXUS | VANGUARD STAR FDS | $77.85万 | 0.09% | 9,106 | 9,106 | — | $77.85万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $77.51万 | 0.09% | 5,093 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $77.06万 | 0.09% | 8,000 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $72.03万 | 0.09% | 9,812 | 9,812 | — | $72.03万 | 新建仓 |
| IVV | ISHARES TR | $71.20万 | 0.09% | 951 | -157 | -14.2% | -$11.75万 | 减仓 |
| — | IBIO INC | $70.88万 | 0.09% | 405,000 | 93,500 | 30.0% | $16.36万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $63.05万 | 0.08% | 3,974 | -23 | -0.6% | -$3,649 | 减仓 |
| DXJ | WISDOMTREE TR | $59.83万 | 0.07% | 3,448 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $58.33万 | 0.07% | 3,500 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $57.60万 | 0.07% | 1,633 | -65 | -3.8% | -$2.29万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $56.78万 | 0.07% | 12,524 | -2,100 | -14.4% | -$9.52万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $55.52万 | 0.07% | 2,346 | 1,016 | 76.4% | $24.05万 | 加仓 |
| MUB | ISHARES TR | $54.06万 | 0.07% | 5,023 | 700 | 16.2% | $7.53万 | 加仓 |
| IEMG | ISHARES INC | $53.82万 | 0.06% | 6,497 | -270 | -4.0% | -$2.24万 | 减仓 |
| BA | BOEING CO | $53.60万 | 0.06% | 2,476 | 46 | 1.9% | $9,958 | 加仓 |
| JNK | SPDR SERIES TRUST | $52.32万 | 0.06% | 5,429 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $48.92万 | 0.06% | 3,338 | -14 | -0.4% | -$2,052 | 减仓 |
| DBJP | DBX ETF TR | $48.76万 | 0.06% | 4,248 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $46.78万 | 0.06% | 9,659 | 4,418 | 84.3% | $21.40万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $45.60万 | 0.05% | 3,888 | 0 | 0.0% | — | 不变 |
| CAC | CAMDEN NATL CORP | $44.60万 | 0.05% | 8,226 | -2,100 | -20.3% | -$11.39万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $43.83万 | 0.05% | 853 | -73 | -7.9% | -$3.75万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $43.65万 | 0.05% | 14,036 | -3,912 | -21.8% | -$12.17万 | 减仓 |
| KO | COCA COLA CO | $42.68万 | 0.05% | 5,252 | 1,750 | 50.0% | $14.22万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.53万 | 0.05% | 1,512 | -285 | -15.9% | -$8.02万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $42.20万 | 0.05% | 2,878 | 1,212 | 72.7% | $17.77万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $41.30万 | 0.05% | 10,850 | -484 | -4.3% | -$1.84万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $41.01万 | 0.05% | 5,756 | -587 | -9.3% | -$4.18万 | 减仓 |
| WMT | WALMART INC | $40.28万 | 0.05% | 3,556 | -188 | -5.0% | -$2.13万 | 减仓 |
| VHT | VANGUARD WORLD FD | $40.19万 | 0.05% | 1,344 | -10 | -0.7% | -$2,990 | 减仓 |
| FLY | FIREFLY AEROSPACE INC | $39.25万 | 0.05% | 13,349 | 13,349 | — | $39.25万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $38.74万 | 0.05% | 7,343 | -133 | -1.8% | -$7,017 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $38.23万 | 0.05% | 1,262 | 190 | 17.7% | $5.76万 | 加仓 |
| AMLP | ALPS ETF TR | $36.40万 | 0.04% | 7,020 | 120 | 1.7% | $6,222 | 加仓 |
| GLDM | WORLD GOLD TR | $35.69万 | 0.04% | 4,494 | -1 | -0.0% | -$79 | 减仓 |
| SPSM | SPDR SERIES TRUST | $34.60万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $34.57万 | 0.04% | 1,005 | -266 | -20.9% | -$9.15万 | 减仓 |
| OFG | OFG BANCORP | $34.35万 | 0.04% | 7,000 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $33.10万 | 0.04% | 1,092 | -25 | -2.2% | -$7,578 | 减仓 |
| LLY | ELI LILLY & CO | $32.15万 | 0.04% | 268 | -29 | -9.8% | -$3.48万 | 减仓 |