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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $27.75万 | 0.04% | 11,055 | -379 | -3.3% | -$9,513 | 减仓 |
| AGG | ISHARES TR | $27.67万 | 0.04% | 2,787 | -159 | -5.4% | -$1.58万 | 减仓 |
| — | HONEYWELL INTL INC | $27.42万 | 0.04% | 1,213 | -15 | -1.2% | -$3,390 | 减仓 |
| LLY | ELI LILLY & CO | $27.32万 | 0.04% | 297 | -7 | -2.3% | -$6,440 | 减仓 |
| IUSB | ISHARES TR | $26.74万 | 0.04% | 5,789 | 5,789 | — | $26.74万 | 新建仓 |
| KO | COCA COLA CO | $26.63万 | 0.04% | 3,502 | -350 | -9.1% | -$2.66万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $25.81万 | 0.04% | 1,345 | -1 | -0.1% | -$192 | 减仓 |
| SO | SOUTHERN CO | $25.78万 | 0.04% | 2,671 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $25.47万 | 0.04% | 1,072 | -187 | -14.9% | -$4.44万 | 减仓 |
| RTX | RTX CORPORATION | $25.27万 | 0.04% | 1,310 | -248 | -15.9% | -$4.78万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $25.18万 | 0.04% | 5,241 | 425 | 8.8% | $2.04万 | 加仓 |
| NFLX | NETFLIX INC. | $24.79万 | 0.04% | 2,578 | -62 | -2.3% | -$5,961 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.07万 | 0.04% | 1,666 | -181 | -9.8% | -$2.61万 | 减仓 |
| VO | VANGUARD INDEX FDS | $23.84万 | 0.04% | 830 | 110 | 15.3% | $3.16万 | 加仓 |
| ACM | AECOM | $23.75万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| NRIM | NORTHRIM BANCORP INC | $23.71万 | 0.04% | 10,364 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $23.57万 | 0.03% | 237 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $23.44万 | 0.03% | 380 | -50 | -11.6% | -$3.08万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $22.28万 | 0.03% | 4,805 | -109 | -2.2% | -$5,054 | 减仓 |
| SPTM | SPDR SERIES TRUST | $22.04万 | 0.03% | 2,788 | 2,788 | — | $22.04万 | 新建仓 |
| IAU | ISHARES GOLD TR | $21.77万 | 0.03% | 2,469 | 2,469 | — | $21.77万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $21.66万 | 0.03% | 1,339 | -30 | -2.2% | -$4,852 | 减仓 |
| NVS | NOVARTIS AG | $20.77万 | 0.03% | 1,360 | 1,360 | — | $20.77万 | 新建仓 |
| — | BRT APARTMENTS CORP | $20.01万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| — | BRAEMAR HOTELS & RESORTS INC | $16.52万 | 0.02% | 70,000 | 0 | 0.0% | — | 不变 |
| 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 |