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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $32.03万 | 0.04% | 3,471 | 56 | 1.6% | $5,167 | 加仓 |
| HYG | ISHARES TR | $30.76万 | 0.04% | 3,847 | -290 | -7.0% | -$2.32万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $30.19万 | 0.04% | 10,424 | -631 | -5.7% | -$1.83万 | 减仓 |
| — | ESCALADE INC | $29.73万 | 0.04% | 15,830 | 15,830 | — | $29.73万 | 新建仓 |
| NRIM | NORTHRIM BANCORP INC | $28.75万 | 0.03% | 10,364 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $28.73万 | 0.03% | 2,903 | 116 | 4.2% | $1.15万 | 加仓 |
| ANIK | ANIKA THERAPEUTICS INC | $28.38万 | 0.03% | 19,400 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $27.79万 | 0.03% | 5,419 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $27.24万 | 0.03% | 2,319 | -330 | -12.5% | -$3.88万 | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $26.73万 | 0.03% | 380 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $26.72万 | 0.03% | 5,789 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.70万 | 0.03% | 1,255 | -90 | -6.7% | -$1.91万 | 减仓 |
| RTX | RTX CORPORATION | $25.63万 | 0.03% | 1,351 | 41 | 3.1% | $7,779 | 加仓 |
| SO | SOUTHERN CO | $25.56万 | 0.03% | 2,671 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $25.31万 | 0.03% | 2,788 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $23.94万 | 0.03% | 2,350 | 2,350 | — | $23.94万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $23.84万 | 0.03% | 4,908 | 103 | 2.1% | $5,002 | 加仓 |
| ACM | AECOM | $23.58万 | 0.03% | 3,378 | 578 | 20.6% | $4.03万 | 加仓 |
| — | BRT APARTMENTS CORP | $23.05万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $21.75万 | 0.03% | 1,174 | -165 | -12.3% | -$3.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.38万 | 0.03% | 229 | -8 | -3.4% | -$7,469 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $21.34万 | 0.03% | 5,041 | -662 | -11.6% | -$2.80万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.51万 | 0.02% | 916 | -477 | -34.2% | -$10.68万 | 减仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $15.12万 | 0.02% | 70,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -132,785 | -100.0% | -$701.37万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -12,225 | -100.0% | -$34.33万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,213 | -100.0% | -$27.42万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,578 | -100.0% | -$24.79万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,320 | -100.0% | -$23.84万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,469 | -100.0% | -$21.77万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -1,360 | -100.0% | -$20.77万 | 清仓 |