NOVARE CAPITAL MANAGEMENT LLC
CHARLOTTE NC · SEC CIK 0001388409
$14.09亿2026Q2 申报市值
210持仓数
35.5%前十大占比 · 第一大 5.5%
20 / 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
MDLZ 新建仓+$1,032.61万
IVV 加仓+$645.69万
XLK 加仓+$601.28万
HONA 新建仓+$584.89万
ADP 新建仓+$453.92万
2026Q2 卖出最多 按季末市值估算
MCHP 减仓-$1,088.46万
HON 减仓-$652.28万
ZTS 清仓-$470.57万
ROP 减仓-$442.68万
AMT 减仓-$330.12万
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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $2,215.93万 | 1.57% | 53,315 | -1,367 | -2.5% | -$56.82万 | 减仓 |
| V | VISA INC | $2,286.27万 | 1.62% | 66,638 | 398 | 0.6% | $13.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,355.34万 | 1.67% | 47,070 | -538 | -1.1% | -$26.92万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,445.43万 | 1.74% | 74,708 | -1,521 | -2.0% | -$49.79万 | 减仓 |
| EMR | EMERSON ELEC CO | $2,662.80万 | 1.89% | 186,015 | -1,523 | -0.8% | -$21.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,887.51万 | 2.05% | 113,695 | -1,405 | -1.2% | -$35.68万 | 减仓 |
| WMT | WALMART INC | $3,240.24万 | 2.30% | 286,089 | -25,238 | -8.1% | -$285.85万 | 减仓 |
| AMZN | AMAZON COM INC | $3,282.36万 | 2.33% | 137,717 | 5,061 | 3.8% | $120.62万 | 加仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $3,475.03万 | 2.47% | 751,418 | -52,659 | -6.5% | -$243.53万 | 减仓 |
| AVGO | BROADCOM INC | $4,059.35万 | 2.88% | 107,461 | -2,888 | -2.6% | -$109.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,246.42万 | 3.01% | 212,226 | -2,893 | -1.3% | -$57.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,490.27万 | 3.19% | 120,376 | 874 | 0.7% | $32.60万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4,980.67万 | 3.53% | 261,425 | 31,560 | 13.7% | $601.28万 | 加仓 |
| GOOGL | ALPHABET INC | $5,244.94万 | 3.72% | 146,765 | -2,471 | -1.7% | -$88.31万 | 减仓 |
| IVV | ISHARES TR | $6,015.28万 | 4.27% | 80,323 | 8,622 | 12.0% | $645.69万 | 加仓 |
| AAPL | APPLE INC | $6,444.21万 | 4.57% | 222,706 | -2,049 | -0.9% | -$59.29万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,747.13万 | 5.50% | 103,742 | -742 | -0.7% | -$55.41万 | 减仓 |