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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $665.13万 | 0.80% | 44,848 | -5,290 | -10.6% | -$78.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $688.07万 | 0.83% | 18,446 | -191 | -1.0% | -$7.12万 | 减仓 |
| DIS | DISNEY WALT CO | $902.94万 | 1.09% | 93,812 | -935 | -1.0% | -$9.00万 | 减仓 |
| AAPL | APPLE INC | $946.43万 | 1.14% | 32,708 | -1,221 | -3.6% | -$35.33万 | 减仓 |
| MDT | MEDTRONIC PLC | $990.42万 | 1.19% | 126,603 | 992 | 0.8% | $7.76万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $997.20万 | 1.20% | 23,012 | -995 | -4.1% | -$43.12万 | 减仓 |
| SE | SEA LTD | $1,015.92万 | 1.22% | 106,013 | 2,293 | 2.2% | $21.97万 | 加仓 |
| TSLA | TESLA INC | $1,024.08万 | 1.23% | 24,348 | 720 | 3.0% | $30.28万 | 加仓 |
| IGV | ISHARES TR | $1,209.43万 | 1.45% | 133,491 | -18,005 | -11.9% | -$163.13万 | 减仓 |
| LOW | LOWES COS INC | $1,543.35万 | 1.86% | 69,996 | 674 | 1.0% | $14.86万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,594.81万 | 1.92% | 126,232 | 11,003 | 9.5% | $139.01万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,663.56万 | 2.00% | 189,536 | 11,993 | 6.8% | $105.26万 | 加仓 |
| LIN | LINDE PLC | $1,721.58万 | 2.07% | 33,175 | 436 | 1.3% | $22.63万 | 加仓 |
| MRK | MERCK & CO INC | $1,780.61万 | 2.14% | 138,569 | 2,885 | 2.1% | $37.07万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1,809.92万 | 2.18% | 136,259 | 3,721 | 2.8% | $49.43万 | 加仓 |
| ECL | ECOLAB INC | $1,842.67万 | 2.22% | 66,138 | 2,798 | 4.4% | $77.95万 | 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 |
| REGN | REGENERON PHARMACEUTICALS | $2,070.22万 | 2.49% | 33,201 | 11,821 | 55.3% | $737.09万 | 加仓 |
| V | VISA INC | $2,093.00万 | 2.52% | 61,004 | 1,573 | 2.6% | $53.97万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,424.47万 | 2.92% | 77,007 | 6,522 | 9.3% | $205.34万 | 加仓 |
| QCOM | QUALCOMM INC | $2,475.23万 | 2.98% | 133,948 | 3,834 | 2.9% | $70.85万 | 加仓 |
| CMI | CUMMINS INC | $2,546.37万 | 3.06% | 35,703 | 3 | 0.0% | $2,140 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2,564.12万 | 3.08% | 80,752 | 1,779 | 2.3% | $56.49万 | 加仓 |
| AMZN | AMAZON COM INC | $2,695.91万 | 3.24% | 113,112 | 4,412 | 4.1% | $105.16万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3,806.54万 | 4.58% | 112,536 | 3,565 | 3.3% | $120.59万 | 加仓 |
| CAT | CATERPILLAR INC | $4,278.02万 | 5.14% | 40,173 | -643 | -1.6% | -$68.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,568.42万 | 5.49% | 139,566 | 3,737 | 2.8% | $122.32万 | 加仓 |
| APH | AMPHENOL CORP | $4,763.44万 | 5.73% | 270,159 | 4,410 | 1.7% | $77.76万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,473.43万 | 6.58% | 114,610 | -845 | -0.7% | -$40.35万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,561.98万 | 6.69% | 95,746 | -989 | -1.0% | -$57.45万 | 减仓 |
| GOOG | ALPHABET INC | $6,008.89万 | 7.23% | 170,064 | 3,562 | 2.1% | $125.86万 | 加仓 |