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 |
|---|---|---|---|---|---|---|---|---|
| JSCP | J P MORGAN EXCHANGE TRADED F | $465.20万 | 0.69% | 98,352 | -1,293 | -1.3% | -$6.12万 | 减仓 |
| GOOGL | ALPHABET INC | $471.77万 | 0.70% | 16,406 | -525 | -3.1% | -$15.10万 | 减仓 |
| AVGO | BROADCOM INC | $480.45万 | 0.71% | 15,523 | 14,188 | 1,062.8% | $439.13万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $512.94万 | 0.76% | 24,007 | 4,884 | 25.5% | $104.35万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $541.10万 | 0.80% | 156,522 | -1,220 | -0.8% | -$4.22万 | 减仓 |
| IJR | ISHARES TR | $623.26万 | 0.92% | 50,138 | 272 | 0.5% | $3.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $689.87万 | 1.02% | 18,637 | 36 | 0.2% | $1.33万 | 加仓 |
| NKE | NIKE INC | $701.37万 | 1.04% | 132,785 | -1,186 | -0.9% | -$6.26万 | 减仓 |
| SE | SEA LTD | $858.91万 | 1.27% | 103,720 | 5,037 | 5.1% | $41.71万 | 加仓 |
| AAPL | APPLE INC | $861.09万 | 1.27% | 33,929 | 760 | 2.3% | $19.29万 | 加仓 |
| TSLA | TESLA INC | $878.37万 | 1.30% | 23,628 | 193 | 0.8% | $7.17万 | 加仓 |
| DIS | DISNEY WALT CO | $913.17万 | 1.35% | 94,747 | 421 | 0.4% | $4.06万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,088.42万 | 1.61% | 125,611 | 2,066 | 1.7% | $17.90万 | 加仓 |
| IGV | ISHARES TR | $1,212.73万 | 1.79% | 151,496 | -2,578 | -1.7% | -$20.64万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $1,510.66万 | 2.23% | 132,538 | 6,006 | 4.7% | $68.46万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,587.96万 | 2.35% | 313,764 | 45,845 | 17.1% | $232.02万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,605.95万 | 2.37% | 115,229 | -34 | -0.0% | -$4,739 | 减仓 |
| LIN | LINDE PLC | $1,623.07万 | 2.40% | 32,739 | 229 | 0.7% | $11.35万 | 加仓 |
| MRK | MERCK & CO INC | $1,632.14万 | 2.41% | 135,684 | 3,771 | 2.9% | $45.36万 | 加仓 |
| LOW | LOWES COS INC | $1,637.94万 | 2.42% | 69,322 | 2,443 | 3.7% | $57.72万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,649.02万 | 2.44% | 177,543 | 9,362 | 5.6% | $86.95万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,651.90万 | 2.44% | 21,380 | -7 | -0.0% | -$5,408 | 减仓 |
| QCOM | QUALCOMM INC | $1,675.61万 | 2.48% | 130,114 | 3,954 | 3.1% | $50.92万 | 加仓 |
| ECL | ECOLAB INC | $1,684.97万 | 2.49% | 63,340 | 1,781 | 2.9% | $47.38万 | 加仓 |
| V | VISA INC | $1,796.25万 | 2.66% | 59,431 | 1,684 | 2.9% | $50.90万 | 加仓 |
| CMI | CUMMINS INC | $1,920.73万 | 2.84% | 35,700 | 95 | 0.3% | $5.11万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,967.88万 | 2.91% | 96,735 | 4,003 | 4.3% | $81.43万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2,173.18万 | 3.21% | 78,973 | 542 | 0.7% | $14.91万 | 加仓 |
| AMZN | AMAZON COM INC | $2,263.91万 | 3.35% | 108,700 | 24,282 | 28.8% | $505.72万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,316.05万 | 3.42% | 70,485 | 1,182 | 1.7% | $38.84万 | 加仓 |
| CAT | CATERPILLAR INC | $2,891.65万 | 4.28% | 40,816 | -426 | -1.0% | -$30.18万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,296.16万 | 4.87% | 108,971 | 1,907 | 1.8% | $57.68万 | 加仓 |
| APH | AMPHENOL CORP | $3,357.74万 | 4.96% | 265,749 | 6,073 | 2.3% | $76.73万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,901.80万 | 5.77% | 115,455 | -2,338 | -2.0% | -$79.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,995.54万 | 5.91% | 135,829 | 272 | 0.2% | $8.00万 | 加仓 |
| GOOG | ALPHABET INC | $4,776.29万 | 7.06% | 166,502 | -1,467 | -0.9% | -$42.08万 | 减仓 |