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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3.21亿 | 35.25% | 1,606,013 | -24,342 | -1.5% | -$487.06万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,947.92万 | 5.43% | 694,445 | 8,469 | 1.2% | $60.34万 | 加仓 |
| IGSB | ISHARES TR | $4,069.42万 | 4.46% | 776,458 | 51,547 | 7.1% | $270.16万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,822.57万 | 4.19% | 200,639 | 3,122 | 1.6% | $59.48万 | 加仓 |
| GOOG | ALPHABET INC | $2,698.27万 | 2.96% | 76,367 | -1,335 | -1.7% | -$47.17万 | 减仓 |
| AAPL | APPLE INC | $2,692.07万 | 2.95% | 93,035 | -1,135 | -1.2% | -$32.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,598.59万 | 2.85% | 69,664 | 23 | 0.0% | $8,579 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2,507.94万 | 2.75% | 864,508 | -15,662 | -1.8% | -$45.44万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2,304.32万 | 2.53% | 124,403 | -1,179 | -0.9% | -$21.84万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,877.89万 | 2.06% | 61,952 | -734 | -1.2% | -$22.25万 | 减仓 |
| CSCO | CISCO SYS INC | $1,578.88万 | 1.73% | 134,419 | 12 | 0.0% | $1,410 | 加仓 |
| AMZN | AMAZON COM INC | $1,410.57万 | 1.55% | 59,183 | 462 | 0.8% | $11.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,359.33万 | 1.49% | 41,528 | -1,046 | -2.5% | -$34.24万 | 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 |
| EMXC | ISHARES INC | $1,257.43万 | 1.38% | 122,916 | -2,691 | -2.1% | -$27.53万 | 减仓 |
| VPU | VANGUARD WORLD FD | $1,195.82万 | 1.31% | 61,096 | -409 | -0.7% | -$8.01万 | 减仓 |
| 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 |
| IVV | ISHARES TR | $1,039.23万 | 1.14% | 13,877 | 918 | 7.1% | $68.75万 | 加仓 |
| V | VISA INC | $1,037.02万 | 1.14% | 30,226 | 8 | 0.0% | $2,745 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $985.51万 | 1.08% | 186,368 | 4,760 | 2.6% | $25.17万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $885.30万 | 0.97% | 9,464 | -152 | -1.6% | -$14.22万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $860.88万 | 0.94% | 55,494 | -58 | -0.1% | -$8,998 | 减仓 |
| LLY | ELI LILLY & CO | $722.90万 | 0.79% | 6,027 | 1,596 | 36.0% | $191.43万 | 加仓 |
| TJX | TJX COS INC NEW | $704.19万 | 0.77% | 46,481 | 364 | 0.8% | $5.51万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $685.96万 | 0.75% | 46,778 | -702 | -1.5% | -$10.29万 | 减仓 |
| ABBV | ABBVIE INC | $587.45万 | 0.64% | 23,345 | 495 | 2.2% | $12.46万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $574.96万 | 0.63% | 107,249 | 4,423 | 4.3% | $23.71万 | 加仓 |
| IHAK | ISHARES TR | $570.53万 | 0.63% | 93,976 | 77 | 0.1% | $4,675 | 加仓 |
| SYK | STRYKER CORPORATION | $486.94万 | 0.53% | 15,466 | -343 | -2.2% | -$10.80万 | 减仓 |
| QCOM | QUALCOMM INC | $443.81万 | 0.49% | 24,017 | -306 | -1.3% | -$5.65万 | 减仓 |
| LIN | LINDE PLC | $435.08万 | 0.48% | 8,384 | -190 | -2.2% | -$9.86万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $434.82万 | 0.48% | 27,406 | 1,157 | 4.4% | $18.36万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $428.64万 | 0.47% | 97,351 | -5,251 | -5.1% | -$23.12万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $376.69万 | 0.41% | 35,162 | 1,843 | 5.5% | $19.74万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $372.88万 | 0.41% | 31,794 | 1,433 | 4.7% | $16.81万 | 加仓 |
| DIS | DISNEY WALT CO | $370.42万 | 0.41% | 38,485 | 314 | 0.8% | $3.02万 | 加仓 |
| — | EXXON MOBIL CORP | $360.66万 | 0.40% | 26,380 | -948 | -3.5% | -$12.96万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $355.72万 | 0.39% | 7,095 | -35 | -0.5% | -$1.75万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $354.78万 | 0.39% | 38,450 | 517 | 1.4% | $4.77万 | 加仓 |
| EMR | EMERSON ELEC CO | $347.78万 | 0.38% | 24,295 | -431 | -1.7% | -$6.17万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $328.13万 | 0.36% | 118,460 | -2,502 | -2.1% | -$6.93万 | 减仓 |
| CB | CHUBB LIMITED | $324.74万 | 0.36% | 9,530 | -166 | -1.7% | -$5.66万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $318.75万 | 0.35% | 15,810 | -39 | -0.2% | -$7,863 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $315.53万 | 0.35% | 6,306 | -29 | -0.5% | -$1.45万 | 减仓 |
| HD | HOME DEPOT INC | $310.69万 | 0.34% | 8,809 | -247 | -2.7% | -$8.71万 | 减仓 |
| CVX | CHEVRON CORPORATION | $305.36万 | 0.33% | 18,422 | -349 | -1.9% | -$5.79万 | 减仓 |
| MAS | MASCO CORP | $303.66万 | 0.33% | 37,319 | 682 | 1.9% | $5.55万 | 加仓 |
| KO | COCA COLA CO | $295.99万 | 0.32% | 36,420 | 242 | 0.7% | $1.97万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $290.08万 | 0.32% | 12,636 | -272 | -2.1% | -$6.24万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $285.09万 | 0.31% | 8,978 | 219 | 2.5% | $6.95万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $285.02万 | 0.31% | 7,167 | -166 | -2.3% | -$6.60万 | 减仓 |
| GLD | SPDR GOLD TR | $282.11万 | 0.31% | 7,658 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $279.89万 | 0.31% | 8,271 | -255 | -3.0% | -$8.63万 | 减仓 |
| SHEL | SHELL PLC | $278.83万 | 0.31% | 35,959 | -90 | -0.2% | -$6,979 | 减仓 |
| SPGI | S&P GLOBAL INC | $259.14万 | 0.28% | 6,363 | -266 | -4.0% | -$10.83万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $252.83万 | 0.28% | 30,436 | 1,081 | 3.7% | $8.98万 | 加仓 |
| XYL | XYLEM INC | $238.50万 | 0.26% | 20,176 | 183 | 0.9% | $2.16万 | 加仓 |
| GOOGL | ALPHABET INC | $206.52万 | 0.23% | 5,779 | -6 | -0.1% | -$2,144 | 减仓 |
| NFLX | NETFLIX INC. | $182.64万 | 0.20% | 25,580 | 39 | 0.2% | $2,785 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $182.48万 | 0.20% | 34,359 | -154 | -0.4% | -$8,179 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $172.56万 | 0.19% | 33,949 | 1,270 | 3.9% | $6.46万 | 加仓 |
| ORCL | ORACLE CORP | $153.47万 | 0.17% | 10,472 | 250 | 2.4% | $3.66万 | 加仓 |
| CRM | SALESFORCE INC | $139.18万 | 0.15% | 8,884 | 161 | 1.8% | $2.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $132.67万 | 0.15% | 5,224 | 144 | 2.8% | $3.66万 | 加仓 |
| IJR | ISHARES TR | $128.32万 | 0.14% | 8,652 | -85 | -1.0% | -$1.26万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $125.02万 | 0.14% | 2,885 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $117.53万 | 0.13% | 1,596 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $110.01万 | 0.12% | 3,484 | 3,484 | — | $110.01万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $109.54万 | 0.12% | 2,503 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $98.91万 | 0.11% | 1,756 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $93.31万 | 0.10% | 18,451 | 63 | 0.3% | $3,186 | 加仓 |
| NUE | NUCOR CORP | $80.90万 | 0.09% | 3,632 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $79.23万 | 0.09% | 9,198 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $78.00万 | 0.09% | 2,154 | -12,070 | -84.9% | -$437.08万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $77.34万 | 0.08% | 2,268 | -403 | -15.1% | -$13.74万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $75.59万 | 0.08% | 13,383 | -11,203 | -45.6% | -$63.27万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $72.87万 | 0.08% | 1,689 | -354 | -17.3% | -$15.27万 | 减仓 |
| CAT | CATERPILLAR INC | $71.67万 | 0.08% | 673 | 135 | 25.1% | $14.38万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $59.02万 | 0.06% | 24,449 | 3,089 | 14.5% | $7.46万 | 加仓 |
| WMT | WALMART INC | $57.52万 | 0.06% | 5,079 | 54 | 1.1% | $6,116 | 加仓 |
| AVGO | BROADCOM INC | $56.91万 | 0.06% | 1,507 | 21 | 1.4% | $7,930 | 加仓 |
| P | EVERPURE INC | $55.67万 | 0.06% | 7,065 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $53.43万 | 0.06% | 4,700 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $53.24万 | 0.06% | 2,597 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $52.82万 | 0.06% | 769 | -13 | -1.7% | -$8,929 | 减仓 |
| MRK | MERCK & CO INC | $51.61万 | 0.06% | 4,016 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $49.24万 | 0.05% | 1,250 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $48.16万 | 0.05% | 1,145 | 500 | 77.5% | $21.03万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $45.01万 | 0.05% | 445 | 8 | 1.8% | $8,091 | 加仓 |
| NEM | NEWMONT CORP | $43.93万 | 0.05% | 4,703 | 1,754 | 59.5% | $16.38万 | 加仓 |
| ABNB | AIRBNB INC | $42.93万 | 0.05% | 3,000 | -513 | -14.6% | -$7.34万 | 减仓 |
| INTC | INTEL CORP | $41.26万 | 0.05% | 2,955 | 2,955 | — | $41.26万 | 新建仓 |
| IJH | ISHARES TR | $38.59万 | 0.04% | 5,005 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $37.72万 | 0.04% | 2,951 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $37.70万 | 0.04% | 885 | 885 | — | $37.70万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $37.66万 | 0.04% | 385 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $37.00万 | 0.04% | 637 | 637 | — | $37.00万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $36.93万 | 0.04% | 4,070 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.10万 | 0.04% | 1,248 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $34.99万 | 0.04% | 17,075 | 0 | 0.0% | — | 不变 |