Nelson Capital Management, LLC
MENLO PARK CA · SEC CIK 0001512611
$8.19亿2026Q1 申报市值
108持仓数
64.3%前十大占比 · 第一大 34.7%
3 / 2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
NVDA 加仓+$521.53万
XLK 加仓+$457.56万
IGSB 加仓+$338.01万
VEA 加仓+$274.26万
RCL 新建仓+$241.04万
2026Q1 卖出最多 按季末市值估算
BKNG 清仓-$588.55万
EXXON MOBIL CORP 减仓-$372.52万
QCOM 减仓-$315.78万
CVX 减仓-$201.40万
SPGI 减仓-$138.02万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.84亿 | 34.71% | 1,630,355 | 29,904 | 1.9% | $521.53万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,395.73万 | 5.37% | 685,976 | 42,799 | 6.7% | $274.26万 | 加仓 |
| IGSB | ISHARES TR | $3,810.13万 | 4.65% | 724,911 | 64,309 | 9.7% | $338.01万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,625.00万 | 3.20% | 197,517 | 34,429 | 21.1% | $457.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,577.89万 | 3.15% | 69,641 | 1,014 | 1.5% | $37.54万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2,568.34万 | 3.14% | 880,170 | 14,877 | 1.7% | $43.41万 | 加仓 |
| AAPL | APPLE INC | $2,389.95万 | 2.92% | 94,170 | -1,770 | -1.8% | -$44.92万 | 减仓 |
| GOOG | ALPHABET INC | $2,228.95万 | 2.72% | 77,702 | -1,512 | -1.9% | -$43.37万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2,031.04万 | 2.48% | 125,582 | -3,483 | -2.7% | -$56.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,641.87万 | 2.00% | 62,686 | -173 | -0.3% | -$4.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,252.35万 | 1.53% | 42,574 | -946 | -2.2% | -$27.83万 | 减仓 |
| AMZN | AMAZON COM INC | $1,222.98万 | 1.49% | 58,721 | -1,062 | -1.8% | -$22.12万 | 减仓 |
| VPU | VANGUARD WORLD FD | $1,218.65万 | 1.49% | 61,505 | 99 | 0.2% | $1.96万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,127.59万 | 1.38% | 55,552 | -967 | -1.7% | -$19.63万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,065.50万 | 1.30% | 197,132 | 39,733 | 25.2% | $214.76万 | 加仓 |
| CSCO | CISCO SYS INC | $1,042.86万 | 1.27% | 134,407 | -1,136 | -0.8% | -$8.81万 | 减仓 |
| EMXC | ISHARES INC | $988.02万 | 1.21% | 125,607 | -3,622 | -2.8% | -$28.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $959.88万 | 1.17% | 14,760 | -288 | -1.9% | -$18.73万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $958.14万 | 1.17% | 9,616 | -168 | -1.7% | -$16.74万 | 减仓 |
| V | VISA INC | $913.31万 | 1.11% | 30,218 | -304 | -1.0% | -$9.19万 | 减仓 |
| IVV | ISHARES TR | $846.47万 | 1.03% | 12,959 | -715 | -5.2% | -$46.70万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $741.14万 | 0.90% | 181,608 | 21,715 | 13.6% | $88.62万 | 加仓 |
| TJX | TJX COS INC NEW | $736.49万 | 0.90% | 46,117 | 208 | 0.5% | $3.32万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $685.80万 | 0.84% | 47,480 | -329 | -0.7% | -$4.75万 | 减仓 |
| SYK | STRYKER CORPORATION | $519.48万 | 0.63% | 15,809 | -220 | -1.4% | -$7.23万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $507.65万 | 0.62% | 102,826 | 9,845 | 10.6% | $48.60万 | 加仓 |
| AMGN | AMGEN INC | $500.47万 | 0.61% | 14,224 | -302 | -2.1% | -$10.63万 | 减仓 |
| ABBV | ABBVIE INC | $496.96万 | 0.61% | 22,850 | -142 | -0.6% | -$3.09万 | 减仓 |
| — | EXXON MOBIL CORP | $463.64万 | 0.57% | 27,328 | -21,957 | -44.6% | -$372.52万 | 减仓 |
| LIN | LINDE PLC | $425.06万 | 0.52% | 8,574 | -275 | -3.1% | -$13.63万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $418.92万 | 0.51% | 102,602 | 833 | 0.8% | $3.40万 | 加仓 |
| IHAK | ISHARES TR | $409.87万 | 0.50% | 93,899 | -367 | -0.4% | -$1.60万 | 减仓 |
| LLY | ELI LILLY & CO | $407.55万 | 0.50% | 4,431 | -219 | -4.7% | -$20.14万 | 减仓 |
| CVX | CHEVRON CORPORATION | $388.37万 | 0.47% | 18,771 | -9,734 | -34.1% | -$201.40万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $384.84万 | 0.47% | 26,249 | -94 | -0.4% | -$1.38万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $369.37万 | 0.45% | 33,319 | 565 | 1.7% | $6.26万 | 加仓 |
| DIS | DISNEY WALT CO | $367.89万 | 0.45% | 38,171 | 1,344 | 3.6% | $12.95万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $356.50万 | 0.44% | 37,933 | -436 | -1.1% | -$4.10万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $350.46万 | 0.43% | 7,130 | -9 | -0.1% | -$4,424 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $338.04万 | 0.41% | 7,333 | 215 | 3.0% | $9.91万 | 加仓 |
| SHEL | SHELL PLC | $335.26万 | 0.41% | 36,049 | 779 | 2.2% | $7.24万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $331.28万 | 0.40% | 15,849 | 91 | 0.6% | $1.90万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $330.87万 | 0.40% | 30,361 | 1,162 | 4.0% | $12.66万 | 加仓 |
| GLD | SPDR GOLD TR | $329.52万 | 0.40% | 7,658 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $323.96万 | 0.40% | 24,726 | -537 | -2.1% | -$7.04万 | 减仓 |
| CB | CHUBB LTD SWITZ | $316.04万 | 0.39% | 9,696 | -403 | -4.0% | -$13.14万 | 减仓 |
| QCOM | QUALCOMM INC | $313.23万 | 0.38% | 24,323 | -24,521 | -50.2% | -$315.78万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $303.57万 | 0.37% | 6,335 | -30 | -0.5% | -$1.44万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $301.71万 | 0.37% | 8,526 | -1,063 | -11.1% | -$37.62万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $299.38万 | 0.37% | 120,962 | -3,070 | -2.5% | -$7.60万 | 减仓 |
| HD | HOME DEPOT INC | $297.86万 | 0.36% | 9,056 | -49 | -0.5% | -$1.61万 | 减仓 |
| SPGI | S&P GLOBAL INC | $281.96万 | 0.34% | 6,629 | -3,245 | -32.9% | -$138.02万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $279.56万 | 0.34% | 12,908 | -179 | -1.4% | -$3.88万 | 减仓 |
| KO | COCA COLA CO | $275.14万 | 0.34% | 36,178 | -854 | -2.3% | -$6.49万 | 减仓 |
| NFLX | NETFLIX INC. | $245.58万 | 0.30% | 25,541 | -501 | -1.9% | -$4.82万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $241.04万 | 0.29% | 8,759 | 8,759 | — | $241.04万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $240.65万 | 0.29% | 29,355 | -9 | -0.0% | -$738 | 减仓 |
| XYL | XYLEM INC | $238.92万 | 0.29% | 19,993 | -185 | -0.9% | -$2.21万 | 减仓 |
| MAS | MASCO CORP | $221.18万 | 0.27% | 36,637 | -1,135 | -3.0% | -$6.85万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $211.43万 | 0.26% | 34,513 | -1,875 | -5.2% | -$11.49万 | 减仓 |
| GOOGL | ALPHABET INC | $166.35万 | 0.20% | 5,785 | -123 | -2.1% | -$3.54万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $165.15万 | 0.20% | 26,319 | 303 | 1.2% | $1.90万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $163.30万 | 0.20% | 32,679 | 1,809 | 5.9% | $9.04万 | 加仓 |
| CRM | SALESFORCE INC | $162.83万 | 0.20% | 8,723 | 142 | 1.7% | $2.65万 | 加仓 |
| ORCL | ORACLE CORP | $150.38万 | 0.18% | 10,222 | -64 | -0.6% | -$9,415 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $139.35万 | 0.17% | 24,586 | -6,724 | -21.5% | -$38.11万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $124.18万 | 0.15% | 5,080 | -76 | -1.5% | -$1.86万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $118.78万 | 0.14% | 2,503 | -1,400 | -35.9% | -$66.44万 | 减仓 |
| IJR | ISHARES TR | $108.61万 | 0.13% | 8,737 | -449 | -4.9% | -$5.58万 | 减仓 |
| META | META PLATFORMS INC | $100.47万 | 0.12% | 1,756 | -13 | -0.7% | -$7,438 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $93.06万 | 0.11% | 18,388 | -2,697 | -12.8% | -$13.65万 | 减仓 |
| QQQ | INVESCO QQQ TR | $92.12万 | 0.11% | 1,596 | -31 | -1.9% | -$1.79万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $66.96万 | 0.08% | 1,533 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $63.13万 | 0.08% | 2,597 | -245 | -8.6% | -$5.96万 | 减仓 |
| WMT | WALMART INC | $62.45万 | 0.08% | 5,025 | -68 | -1.3% | -$8,451 | 减仓 |
| LRCX | LAM RESEARCH CORP | $61.64万 | 0.08% | 2,885 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $61.42万 | 0.07% | 3,632 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $59.02万 | 0.07% | 1,365 | -300 | -18.0% | -$12.97万 | 减仓 |
| — | ENVIRI CORP | $56.55万 | 0.07% | 28,825 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $51.84万 | 0.06% | 21,360 | -1,512 | -6.6% | -$3.67万 | 减仓 |
| DHS | WISDOMTREE TR | $51.33万 | 0.06% | 4,700 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $48.31万 | 0.06% | 4,016 | -29 | -0.7% | -$3,488 | 减仓 |
| VOO | VANGUARD INDEX FDS | $46.73万 | 0.06% | 782 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $45.99万 | 0.06% | 1,486 | -20 | -1.3% | -$6,190 | 减仓 |
| ABNB | AIRBNB INC | $44.36万 | 0.05% | 3,513 | -750 | -17.6% | -$9.47万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $42.82万 | 0.05% | 2,671 | 343 | 14.7% | $5.50万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $41.79万 | 0.05% | 4,070 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $41.71万 | 0.05% | 7,065 | 779 | 12.4% | $4.60万 | 加仓 |
| PFFD | GLOBAL X FDS | $40.88万 | 0.05% | 22,219 | -6,223 | -21.9% | -$11.45万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $40.85万 | 0.05% | 2,931 | 2,931 | — | $40.85万 | 新建仓 |
| IWO | ISHARES TR | $39.23万 | 0.05% | 1,250 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $38.12万 | 0.05% | 538 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $37.36万 | 0.05% | 1,202 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $36.97万 | 0.05% | 437 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $34.47万 | 0.04% | 385 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $33.80万 | 0.04% | 5,005 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $33.53万 | 0.04% | 2,043 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $32.37万 | 0.04% | 2,951 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $31.92万 | 0.04% | 2,949 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $31.23万 | 0.04% | 17,075 | 0 | 0.0% | — | 不变 |