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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $4,776.29万 | 7.06% | 166,502 | -1,467 | -0.9% | -$42.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,995.54万 | 5.91% | 135,829 | 272 | 0.2% | $8.00万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,901.80万 | 5.77% | 115,455 | -2,338 | -2.0% | -$79.01万 | 减仓 |
| APH | AMPHENOL CORP | $3,357.74万 | 4.96% | 265,749 | 6,073 | 2.3% | $76.73万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3,296.16万 | 4.87% | 108,971 | 1,907 | 1.8% | $57.68万 | 加仓 |
| CAT | CATERPILLAR INC | $2,891.65万 | 4.28% | 40,816 | -426 | -1.0% | -$30.18万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,316.05万 | 3.42% | 70,485 | 1,182 | 1.7% | $38.84万 | 加仓 |
| AMZN | AMAZON COM INC | $2,263.91万 | 3.35% | 108,700 | 24,282 | 28.8% | $505.72万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2,173.18万 | 3.21% | 78,973 | 542 | 0.7% | $14.91万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,967.88万 | 2.91% | 96,735 | 4,003 | 4.3% | $81.43万 | 加仓 |
| CMI | CUMMINS INC | $1,920.73万 | 2.84% | 35,700 | 95 | 0.3% | $5.11万 | 加仓 |
| V | VISA INC | $1,796.25万 | 2.66% | 59,431 | 1,684 | 2.9% | $50.90万 | 加仓 |
| ECL | ECOLAB INC | $1,684.97万 | 2.49% | 63,340 | 1,781 | 2.9% | $47.38万 | 加仓 |
| QCOM | QUALCOMM INC | $1,675.61万 | 2.48% | 130,114 | 3,954 | 3.1% | $50.92万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,651.90万 | 2.44% | 21,380 | -7 | -0.0% | -$5,408 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,649.02万 | 2.44% | 177,543 | 9,362 | 5.6% | $86.95万 | 加仓 |
| LOW | LOWES COS INC | $1,637.94万 | 2.42% | 69,322 | 2,443 | 3.7% | $57.72万 | 加仓 |
| MRK | MERCK & CO INC | $1,632.14万 | 2.41% | 135,684 | 3,771 | 2.9% | $45.36万 | 加仓 |
| LIN | LINDE PLC | $1,623.07万 | 2.40% | 32,739 | 229 | 0.7% | $11.35万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,605.95万 | 2.37% | 115,229 | -34 | -0.0% | -$4,739 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,587.96万 | 2.35% | 313,764 | 45,845 | 17.1% | $232.02万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1,510.66万 | 2.23% | 132,538 | 6,006 | 4.7% | $68.46万 | 加仓 |
| IGV | ISHARES TR | $1,212.73万 | 1.79% | 151,496 | -2,578 | -1.7% | -$20.64万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,088.42万 | 1.61% | 125,611 | 2,066 | 1.7% | $17.90万 | 加仓 |
| DIS | DISNEY WALT CO | $913.17万 | 1.35% | 94,747 | 421 | 0.4% | $4.06万 | 加仓 |
| TSLA | TESLA INC | $878.37万 | 1.30% | 23,628 | 193 | 0.8% | $7.17万 | 加仓 |
| AAPL | APPLE INC | $861.09万 | 1.27% | 33,929 | 760 | 2.3% | $19.29万 | 加仓 |
| SE | SEA LTD | $858.91万 | 1.27% | 103,720 | 5,037 | 5.1% | $41.71万 | 加仓 |
| NKE | NIKE INC | $701.37万 | 1.04% | 132,785 | -1,186 | -0.9% | -$6.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $689.87万 | 1.02% | 18,637 | 36 | 0.2% | $1.33万 | 加仓 |
| IJR | ISHARES TR | $623.26万 | 0.92% | 50,138 | 272 | 0.5% | $3.38万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $541.10万 | 0.80% | 156,522 | -1,220 | -0.8% | -$4.22万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $512.94万 | 0.76% | 24,007 | 4,884 | 25.5% | $104.35万 | 加仓 |
| AVGO | BROADCOM INC | $480.45万 | 0.71% | 15,523 | 14,188 | 1,062.8% | $439.13万 | 加仓 |
| GOOGL | ALPHABET INC | $471.77万 | 0.70% | 16,406 | -525 | -3.1% | -$15.10万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $465.20万 | 0.69% | 98,352 | -1,293 | -1.3% | -$6.12万 | 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 |
| SPY | STATE STR SPDR S&P 500 ETF T | $326.49万 | 0.48% | 5,020 | -76 | -1.5% | -$4.94万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $323.19万 | 0.48% | 72,061 | 550 | 0.8% | $2.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $269.44万 | 0.40% | 15,450 | 3,071 | 24.8% | $53.56万 | 加仓 |
| SLB | SLB LIMITED | $243.63万 | 0.36% | 47,408 | -1,430 | -2.9% | -$7.35万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $217.55万 | 0.32% | 8,900 | -229 | -2.5% | -$5.60万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $185.47万 | 0.27% | 17,373 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $158.46万 | 0.23% | 52,264 | 277 | 0.5% | $8,399 | 加仓 |
| VUG | VANGUARD INDEX FDS | $151.74万 | 0.22% | 3,474 | 64 | 1.9% | $2.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $150.85万 | 0.22% | 11,351 | -589 | -4.9% | -$7.83万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $142.56万 | 0.21% | 2,975 | -32 | -1.1% | -$1.53万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $139.46万 | 0.21% | 740 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $136.48万 | 0.20% | 6,367 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $131.78万 | 0.19% | 14,556 | 2,606 | 21.8% | $23.59万 | 加仓 |
| EEM | ISHARES TR | $121.98万 | 0.18% | 21,479 | 353 | 1.7% | $2.00万 | 加仓 |
| BLK | BLACKROCK INC | $121.87万 | 0.18% | 1,267 | 7 | 0.6% | $6,733 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $116.39万 | 0.17% | 14,065 | 1,784 | 14.5% | $14.76万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $113.40万 | 0.17% | 5,780 | -680 | -10.5% | -$13.34万 | 减仓 |
| — | EXXON MOBIL CORP | $111.53万 | 0.16% | 6,574 | 96 | 1.5% | $1.63万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $87.36万 | 0.13% | 2,723 | -605 | -18.2% | -$19.41万 | 减仓 |
| VGT | VANGUARD WORLD FD | $87.05万 | 0.13% | 1,248 | 10 | 0.8% | $6,975 | 加仓 |
| VOO | VANGUARD INDEX FDS | $83.04万 | 0.12% | 1,390 | 213 | 18.1% | $12.72万 | 加仓 |
| ET | ENERGY TRANSFER L P | $80.15万 | 0.12% | 41,527 | 35 | 0.1% | $676 | 加仓 |
| ASML | ASML HLDG NV | $76.74万 | 0.11% | 581 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $74.33万 | 0.11% | 5,093 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $72.35万 | 0.11% | 1,108 | 334 | 43.2% | $21.81万 | 加仓 |
| DLN | WISDOMTREE TR | $71.46万 | 0.11% | 8,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $71.21万 | 0.11% | 1,234 | -52 | -4.0% | -$3.00万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $67.11万 | 0.10% | 14,624 | -1,520 | -9.4% | -$6.98万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $60.71万 | 0.09% | 3,500 | 0 | 0.0% | — | 不变 |
| — | IBIO INC | $59.19万 | 0.09% | 311,500 | 87,300 | 38.9% | $16.59万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $58.60万 | 0.09% | 3,997 | -26 | -0.6% | -$3,812 | 减仓 |
| HD | HOME DEPOT INC | $55.84万 | 0.08% | 1,698 | -72 | -4.1% | -$2.37万 | 减仓 |
| DXJ | WISDOMTREE TR | $54.68万 | 0.08% | 3,448 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $51.97万 | 0.08% | 5,429 | -150 | -2.7% | -$1.44万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $49.99万 | 0.07% | 17,948 | -4,145 | -18.8% | -$11.54万 | 减仓 |
| ORCL | ORACLE CORP | $49.31万 | 0.07% | 3,352 | -20 | -0.6% | -$2,942 | 减仓 |
| CAC | CAMDEN NATL CORP | $49.00万 | 0.07% | 10,326 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $48.36万 | 0.07% | 2,430 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $47.20万 | 0.07% | 6,767 | 675 | 11.1% | $4.71万 | 加仓 |
| WMT | WALMART INC | $46.53万 | 0.07% | 3,744 | 874 | 30.5% | $10.86万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $46.29万 | 0.07% | 926 | -210 | -18.5% | -$10.50万 | 减仓 |
| MUB | ISHARES TR | $45.89万 | 0.07% | 4,323 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $43.55万 | 0.06% | 1,797 | 109 | 6.5% | $2.64万 | 加仓 |
| DBJP | DBX ETF TR | $42.91万 | 0.06% | 4,248 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $42.37万 | 0.06% | 3,888 | -26 | -0.7% | -$2,833 | 减仓 |
| GLDM | WORLD GOLD TR | $41.66万 | 0.06% | 4,495 | 440 | 10.9% | $4.08万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $40.64万 | 0.06% | 6,343 | 177 | 2.9% | $1.13万 | 加仓 |
| VV | VANGUARD INDEX FDS | $37.99万 | 0.06% | 1,271 | 534 | 72.5% | $15.96万 | 加仓 |
| VHT | VANGUARD WORLD FD | $36.87万 | 0.05% | 1,354 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $36.76万 | 0.05% | 11,334 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $36.58万 | 0.05% | 7,476 | -478 | -6.0% | -$2.34万 | 减仓 |
| AMLP | ALPS ETF TR | $36.32万 | 0.05% | 6,900 | 200 | 3.0% | $1.05万 | 加仓 |
| PFE | PFIZER INC | $34.33万 | 0.05% | 12,225 | -1,580 | -11.4% | -$4.44万 | 减仓 |
| HYG | ISHARES TR | $32.91万 | 0.05% | 4,137 | -489 | -10.6% | -$3.89万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $32.09万 | 0.05% | 3,415 | -168 | -4.7% | -$1.58万 | 减仓 |
| VB | VANGUARD INDEX FDS | $29.26万 | 0.04% | 1,117 | -9 | -0.8% | -$2,357 | 减仓 |
| SPSM | SPDR SERIES TRUST | $28.99万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $28.63万 | 0.04% | 5,703 | -1,046 | -15.5% | -$5.25万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.61万 | 0.04% | 1,330 | 410 | 44.6% | $8.82万 | 加仓 |
| OFG | OFG BANCORP | $28.32万 | 0.04% | 7,000 | 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 |
| ANIK | ANIKA THERAPEUTICS INC | $28.13万 | 0.04% | 19,400 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $27.76万 | 0.04% | 5,419 | 0 | 0.0% | — | 不变 |