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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $32.54万 | 0.04% | 1,074 | 1,074 | — | $32.54万 | 新建仓 |
| MCD | MCDONALDS CORP | $32.49万 | 0.04% | 1,202 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $29.42万 | 0.03% | 8,010 | 8,010 | — | $29.42万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $28.17万 | 0.03% | 2,357 | 2,357 | — | $28.17万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $27.43万 | 0.03% | 2,171 | -760 | -25.9% | -$9.60万 | 减仓 |
| INTU | INTUIT | $25.63万 | 0.03% | 982 | -383 | -28.1% | -$10.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $25.51万 | 0.03% | 221 | 221 | — | $25.51万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $25.04万 | 0.03% | 1,384 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $24.44万 | 0.03% | 810 | 810 | — | $24.44万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $24.38万 | 0.03% | 818 | 818 | — | $24.38万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $24.27万 | 0.03% | 7,000 | 7,000 | — | $24.27万 | 新建仓 |
| SOXX | ISHARES TR | $24.03万 | 0.03% | 375 | 375 | — | $24.03万 | 新建仓 |
| XME | SPDR SERIES TRUST | $23.13万 | 0.03% | 2,163 | 200 | 10.2% | $2.14万 | 加仓 |
| IWM | ISHARES TR | $22.62万 | 0.02% | 753 | -77 | -9.3% | -$2.31万 | 减仓 |
| GLW | CORNING INC | $22.09万 | 0.02% | 865 | 865 | — | $22.09万 | 新建仓 |
| PFFD | GLOBAL X FDS | $21.59万 | 0.02% | 11,549 | -10,670 | -48.0% | -$19.94万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $20.57万 | 0.02% | 556 | 556 | — | $20.57万 | 新建仓 |
| NVRI | ENVIRI CORP | $20.36万 | 0.02% | 9,274 | 9,274 | — | $20.36万 | 新建仓 |
| BP | BP PLC | $20.13万 | 0.02% | 5,449 | 5,449 | — | $20.13万 | 新建仓 |
| — | CARIBOU BIOSCIENCES INC | $10.33万 | 0.01% | 58,685 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -26,319 | -100.0% | -$165.15万 | 清仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -28,825 | -100.0% | -$56.55万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,157 | -100.0% | -$25.89万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,299 | -100.0% | -$20.17万 | 清仓 |