NOESIS CAPITAL MANGEMENT CORP
BOCA RATON FL · SEC CIK 0001262677
$6.76亿2026Q1 申报市值
125持仓数
45.7%前十大占比 · 第一大 7.1%
4 / 10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
AMZN 加仓+$505.72万
AVGO 加仓+$439.13万
JPST 加仓+$232.02万
LRCX 加仓+$104.35万
NEE 加仓+$86.95万
2026Q1 卖出最多 按季末市值估算
TSM 减仓-$79.01万
AZN 清仓-$46.28万
GOOG 减仓-$42.08万
MS 清仓-$30.45万
CAT 减仓-$30.18万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,517 | -100.0% | -$46.28万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -1,715 | -100.0% | -$30.45万 | 清仓 |
| — | TRUECAR INC | $0 | 0.00% | 0 | -125,000 | -100.0% | -$28.25万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -139 | -100.0% | -$28.00万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,966 | -100.0% | -$24.63万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -350 | -100.0% | -$23.10万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,053 | -100.0% | -$23.01万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -480 | -100.0% | -$22.72万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -6,027 | -100.0% | -$20.93万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | -3,000 | -100.0% | -$20.82万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BRAEMAR HOTELS & RESORTS INC | $16.52万 | 0.02% | 70,000 | 0 | 0.0% | — | 不变 |
| — | BRT APARTMENTS CORP | $20.01万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $20.77万 | 0.03% | 1,360 | 1,360 | — | $20.77万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $21.66万 | 0.03% | 1,339 | -30 | -2.2% | -$4,852 | 减仓 |
| IAU | ISHARES GOLD TR | $21.77万 | 0.03% | 2,469 | 2,469 | — | $21.77万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $22.04万 | 0.03% | 2,788 | 2,788 | — | $22.04万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $22.28万 | 0.03% | 4,805 | -109 | -2.2% | -$5,054 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $23.44万 | 0.03% | 380 | -50 | -11.6% | -$3.08万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $23.57万 | 0.03% | 237 | 0 | 0.0% | — | 不变 |
| NRIM | NORTHRIM BANCORP INC | $23.71万 | 0.04% | 10,364 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $23.75万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $23.84万 | 0.04% | 830 | 110 | 15.3% | $3.16万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $24.07万 | 0.04% | 1,666 | -181 | -9.8% | -$2.61万 | 减仓 |
| NFLX | NETFLIX INC. | $24.79万 | 0.04% | 2,578 | -62 | -2.3% | -$5,961 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $25.18万 | 0.04% | 5,241 | 425 | 8.8% | $2.04万 | 加仓 |
| RTX | RTX CORPORATION | $25.27万 | 0.04% | 1,310 | -248 | -15.9% | -$4.78万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $25.47万 | 0.04% | 1,072 | -187 | -14.9% | -$4.44万 | 减仓 |
| SO | SOUTHERN CO | $25.78万 | 0.04% | 2,671 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $25.81万 | 0.04% | 1,345 | -1 | -0.1% | -$192 | 减仓 |
| KO | COCA COLA CO | $26.63万 | 0.04% | 3,502 | -350 | -9.1% | -$2.66万 | 减仓 |
| IUSB | ISHARES TR | $26.74万 | 0.04% | 5,789 | 5,789 | — | $26.74万 | 新建仓 |
| LLY | ELI LILLY & CO | $27.32万 | 0.04% | 297 | -7 | -2.3% | -$6,440 | 减仓 |
| — | HONEYWELL INTL INC | $27.42万 | 0.04% | 1,213 | -15 | -1.2% | -$3,390 | 减仓 |
| AGG | ISHARES TR | $27.67万 | 0.04% | 2,787 | -159 | -5.4% | -$1.58万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $27.75万 | 0.04% | 11,055 | -379 | -3.3% | -$9,513 | 减仓 |
| USIG | ISHARES TR | $27.76万 | 0.04% | 5,419 | 0 | 0.0% | — | 不变 |
| ANIK | ANIKA THERAPEUTICS INC | $28.13万 | 0.04% | 19,400 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $28.30万 | 0.04% | 1,393 | -175 | -11.2% | -$3.56万 | 减仓 |
| OFG | OFG BANCORP | $28.32万 | 0.04% | 7,000 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.61万 | 0.04% | 1,330 | 410 | 44.6% | $8.82万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.63万 | 0.04% | 5,703 | -1,046 | -15.5% | -$5.25万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $28.99万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $29.26万 | 0.04% | 1,117 | -9 | -0.8% | -$2,357 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $32.09万 | 0.05% | 3,415 | -168 | -4.7% | -$1.58万 | 减仓 |
| HYG | ISHARES TR | $32.91万 | 0.05% | 4,137 | -489 | -10.6% | -$3.89万 | 减仓 |
| PFE | PFIZER INC | $34.33万 | 0.05% | 12,225 | -1,580 | -11.4% | -$4.44万 | 减仓 |
| AMLP | ALPS ETF TR | $36.32万 | 0.05% | 6,900 | 200 | 3.0% | $1.05万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $36.58万 | 0.05% | 7,476 | -478 | -6.0% | -$2.34万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $36.76万 | 0.05% | 11,334 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $36.87万 | 0.05% | 1,354 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $37.99万 | 0.06% | 1,271 | 534 | 72.5% | $15.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $40.64万 | 0.06% | 6,343 | 177 | 2.9% | $1.13万 | 加仓 |
| GLDM | WORLD GOLD TR | $41.66万 | 0.06% | 4,495 | 440 | 10.9% | $4.08万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $42.37万 | 0.06% | 3,888 | -26 | -0.7% | -$2,833 | 减仓 |
| DBJP | DBX ETF TR | $42.91万 | 0.06% | 4,248 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $43.55万 | 0.06% | 1,797 | 109 | 6.5% | $2.64万 | 加仓 |
| MUB | ISHARES TR | $45.89万 | 0.07% | 4,323 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $46.29万 | 0.07% | 926 | -210 | -18.5% | -$10.50万 | 减仓 |
| WMT | WALMART INC | $46.53万 | 0.07% | 3,744 | 874 | 30.5% | $10.86万 | 加仓 |
| IEMG | ISHARES INC | $47.20万 | 0.07% | 6,767 | 675 | 11.1% | $4.71万 | 加仓 |
| BA | BOEING CO | $48.36万 | 0.07% | 2,430 | 0 | 0.0% | — | 不变 |
| CAC | CAMDEN NATL CORP | $49.00万 | 0.07% | 10,326 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $49.31万 | 0.07% | 3,352 | -20 | -0.6% | -$2,942 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $49.99万 | 0.07% | 17,948 | -4,145 | -18.8% | -$11.54万 | 减仓 |
| JNK | SPDR SERIES TRUST | $51.97万 | 0.08% | 5,429 | -150 | -2.7% | -$1.44万 | 减仓 |
| DXJ | WISDOMTREE TR | $54.68万 | 0.08% | 3,448 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $55.84万 | 0.08% | 1,698 | -72 | -4.1% | -$2.37万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $58.60万 | 0.09% | 3,997 | -26 | -0.6% | -$3,812 | 减仓 |
| — | IBIO INC | $59.19万 | 0.09% | 311,500 | 87,300 | 38.9% | $16.59万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $60.71万 | 0.09% | 3,500 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $67.11万 | 0.10% | 14,624 | -1,520 | -9.4% | -$6.98万 | 减仓 |
| QQQ | INVESCO QQQ TR | $71.21万 | 0.11% | 1,234 | -52 | -4.0% | -$3.00万 | 减仓 |
| DLN | WISDOMTREE TR | $71.46万 | 0.11% | 8,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $72.35万 | 0.11% | 1,108 | 334 | 43.2% | $21.81万 | 加仓 |
| SDY | SPDR SERIES TRUST | $74.33万 | 0.11% | 5,093 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $76.74万 | 0.11% | 581 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $80.15万 | 0.12% | 41,527 | 35 | 0.1% | $676 | 加仓 |
| VOO | VANGUARD INDEX FDS | $83.04万 | 0.12% | 1,390 | 213 | 18.1% | $12.72万 | 加仓 |
| VGT | VANGUARD WORLD FD | $87.05万 | 0.13% | 1,248 | 10 | 0.8% | $6,975 | 加仓 |
| VTI | VANGUARD INDEX FDS | $87.36万 | 0.13% | 2,723 | -605 | -18.2% | -$19.41万 | 减仓 |
| — | EXXON MOBIL CORP | $111.53万 | 0.16% | 6,574 | 96 | 1.5% | $1.63万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $113.40万 | 0.17% | 5,780 | -680 | -10.5% | -$13.34万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $116.39万 | 0.17% | 14,065 | 1,784 | 14.5% | $14.76万 | 加仓 |
| BLK | BLACKROCK INC | $121.87万 | 0.18% | 1,267 | 7 | 0.6% | $6,733 | 加仓 |
| EEM | ISHARES TR | $121.98万 | 0.18% | 21,479 | 353 | 1.7% | $2.00万 | 加仓 |
| IEFA | ISHARES TR | $131.78万 | 0.19% | 14,556 | 2,606 | 21.8% | $23.59万 | 加仓 |
| AME | AMETEK INC | $136.48万 | 0.20% | 6,367 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $139.46万 | 0.21% | 740 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $142.56万 | 0.21% | 2,975 | -32 | -1.1% | -$1.53万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $150.85万 | 0.22% | 11,351 | -589 | -4.9% | -$7.83万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $151.74万 | 0.22% | 3,474 | 64 | 1.9% | $2.80万 | 加仓 |
| PFF | ISHARES TR | $158.46万 | 0.23% | 52,264 | 277 | 0.5% | $8,399 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $185.47万 | 0.27% | 17,373 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $217.55万 | 0.32% | 8,900 | -229 | -2.5% | -$5.60万 | 减仓 |
| SLB | SLB LIMITED | $243.63万 | 0.36% | 47,408 | -1,430 | -2.9% | -$7.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $269.44万 | 0.40% | 15,450 | 3,071 | 24.8% | $53.56万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $323.19万 | 0.48% | 72,061 | 550 | 0.8% | $2.47万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $326.49万 | 0.48% | 5,020 | -76 | -1.5% | -$4.94万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $441.17万 | 0.65% | 405,487 | -1,429 | -0.4% | -$1.55万 | 减仓 |