Nelson Capital Management, LLC
MENLO PARK CA · SEC CIK 0001512611
$9.12亿2026Q2 申报市值
120持仓数
65.4%前十大占比 · 第一大 35.3%
16 / 4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
IGSB 加仓+$270.16万
LLY 加仓+$191.43万
PEN 新建仓+$110.01万
VWO 加仓+$81.20万
IVV 加仓+$68.75万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$487.06万
AMGN 减仓-$437.08万
BSX 清仓-$165.15万
JEPI 减仓-$63.27万
ENVIRI CORP 清仓-$56.55万
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 |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | $704.19万 | 0.77% | 46,481 | 364 | 0.8% | $5.51万 | 加仓 |
| LLY | ELI LILLY & CO | $722.90万 | 0.79% | 6,027 | 1,596 | 36.0% | $191.43万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $860.88万 | 0.94% | 55,494 | -58 | -0.1% | -$8,998 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $885.30万 | 0.97% | 9,464 | -152 | -1.6% | -$14.22万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $985.51万 | 1.08% | 186,368 | 4,760 | 2.6% | $25.17万 | 加仓 |
| V | VISA INC | $1,037.02万 | 1.14% | 30,226 | 8 | 0.0% | $2,745 | 加仓 |
| IVV | ISHARES TR | $1,039.23万 | 1.14% | 13,877 | 918 | 7.1% | $68.75万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,089.67万 | 1.20% | 14,592 | -168 | -1.1% | -$12.55万 | 减仓 |
| VPU | VANGUARD WORLD FD | $1,195.82万 | 1.31% | 61,096 | -409 | -0.7% | -$8.01万 | 减仓 |
| EMXC | ISHARES INC | $1,257.43万 | 1.38% | 122,916 | -2,691 | -2.1% | -$27.53万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,257.88万 | 1.38% | 210,736 | 13,604 | 6.9% | $81.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,359.33万 | 1.49% | 41,528 | -1,046 | -2.5% | -$34.24万 | 减仓 |
| AMZN | AMAZON COM INC | $1,410.57万 | 1.55% | 59,183 | 462 | 0.8% | $11.01万 | 加仓 |
| CSCO | CISCO SYS INC | $1,578.88万 | 1.73% | 134,419 | 12 | 0.0% | $1,410 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,877.89万 | 2.06% | 61,952 | -734 | -1.2% | -$22.25万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2,304.32万 | 2.53% | 124,403 | -1,179 | -0.9% | -$21.84万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $2,507.94万 | 2.75% | 864,508 | -15,662 | -1.8% | -$45.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,598.59万 | 2.85% | 69,664 | 23 | 0.0% | $8,579 | 加仓 |
| AAPL | APPLE INC | $2,692.07万 | 2.95% | 93,035 | -1,135 | -1.2% | -$32.84万 | 减仓 |
| GOOG | ALPHABET INC | $2,698.27万 | 2.96% | 76,367 | -1,335 | -1.7% | -$47.17万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $3,822.57万 | 4.19% | 200,639 | 3,122 | 1.6% | $59.48万 | 加仓 |
| IGSB | ISHARES TR | $4,069.42万 | 4.46% | 776,458 | 51,547 | 7.1% | $270.16万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,947.92万 | 5.43% | 694,445 | 8,469 | 1.2% | $60.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.21亿 | 35.25% | 1,606,013 | -24,342 | -1.5% | -$487.06万 | 减仓 |