Neumann Capital Management, LLC
FOSTER CITY CA · SEC CIK 0001631930
$3.40亿2026Q1 申报市值
102持仓数
50.7%前十大占比 · 第一大 8.1%
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
BIV 加仓+$251.89万
VOO 加仓+$187.21万
IEFA 加仓+$73.67万
USHY 加仓+$39.85万
FDL 加仓+$37.59万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$157.38万
SPY 减仓-$145.28万
GOOGL 减仓-$80.46万
SDY 减仓-$58.77万
AAPL 减仓-$55.78万
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 | $2,734.26万 | 8.05% | 156,781 | -9,024 | -5.4% | -$157.38万 | 减仓 |
| IEFA | ISHARES TR | $2,693.12万 | 7.93% | 297,483 | 8,138 | 2.8% | $73.67万 | 加仓 |
| AAPL | APPLE INC | $1,919.27万 | 5.65% | 75,624 | -2,198 | -2.8% | -$55.78万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,681.57万 | 4.95% | 217,876 | 32,637 | 17.6% | $251.89万 | 加仓 |
| IEMG | ISHARES INC | $1,605.31万 | 4.73% | 230,152 | 4,001 | 1.8% | $27.91万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,522.35万 | 4.48% | 23,409 | -2,234 | -8.7% | -$145.28万 | 减仓 |
| IJR | ISHARES TR | $1,467.12万 | 4.32% | 118,021 | 257 | 0.2% | $3.19万 | 加仓 |
| IJH | ISHARES TR | $1,403.53万 | 4.13% | 207,838 | -1,780 | -0.8% | -$12.02万 | 减仓 |
| GOOGL | ALPHABET INC | $1,153.46万 | 3.40% | 40,112 | -2,798 | -6.5% | -$80.46万 | 减仓 |
| ORCL | ORACLE CORP | $1,022.90万 | 3.01% | 69,533 | -250 | -0.4% | -$3.68万 | 减仓 |
| DGS | WISDOMTREE TR | $946.08万 | 2.79% | 157,417 | -124 | -0.1% | -$7,452 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $552.22万 | 1.63% | 62,257 | -1,175 | -1.9% | -$10.42万 | 减仓 |
| DLS | WISDOMTREE TR | $539.68万 | 1.59% | 66,219 | -651 | -1.0% | -$5.31万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $502.68万 | 1.48% | 36,068 | -822 | -2.2% | -$11.46万 | 减仓 |
| BAC | BANK AMERICA CORP | $487.92万 | 1.44% | 100,086 | -77 | -0.1% | -$3,754 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $483.15万 | 1.42% | 61,618 | 4,156 | 7.2% | $32.59万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $466.43万 | 1.37% | 97,073 | 2,193 | 2.3% | $10.54万 | 加仓 |
| IJK | ISHARES TR | $440.56万 | 1.30% | 43,785 | -460 | -1.0% | -$4.63万 | 减仓 |
| IUSG | ISHARES TR | $431.46万 | 1.27% | 27,816 | 60 | 0.2% | $9,307 | 加仓 |
| DSI | ISHARES TR | $429.35万 | 1.26% | 35,428 | -770 | -2.1% | -$9.33万 | 减仓 |
| IJT | ISHARES TR | $423.57万 | 1.25% | 29,270 | -690 | -2.3% | -$9.98万 | 减仓 |
| SDY | SPDR SERIES TRUST | $418.67万 | 1.23% | 28,688 | -4,027 | -12.3% | -$58.77万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $397.49万 | 1.17% | 6,652 | 3,133 | 89.0% | $187.21万 | 加仓 |
| GM | GENERAL MTRS CO | $374.96万 | 1.10% | 50,330 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $365.98万 | 1.08% | 26,459 | -1,527 | -5.5% | -$21.12万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $358.45万 | 1.06% | 14,664 | -200 | -1.3% | -$4.89万 | 减仓 |
| IJJ | ISHARES TR | $344.14万 | 1.01% | 25,973 | -951 | -3.5% | -$12.60万 | 减仓 |
| IJS | ISHARES TR | $324.86万 | 0.96% | 27,426 | -728 | -2.6% | -$8.62万 | 减仓 |
| EAGG | ISHARES TR | $317.97万 | 0.94% | 66,870 | 2,370 | 3.7% | $11.27万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $309.55万 | 0.91% | 18,640 | -250 | -1.3% | -$4.15万 | 减仓 |
| EFA | ISHARES TR | $297.80万 | 0.88% | 30,660 | -263 | -0.9% | -$2.55万 | 减仓 |
| ESGD | ISHARES TR | $294.03万 | 0.87% | 30,750 | 280 | 0.9% | $2.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $287.87万 | 0.85% | 9,786 | -510 | -5.0% | -$15.00万 | 减仓 |
| AMZN | AMAZON COM INC | $270.75万 | 0.80% | 13,000 | 56 | 0.4% | $1.17万 | 加仓 |
| CVS | CVS HEALTH CORP | $270.41万 | 0.80% | 37,651 | 700 | 1.9% | $5.03万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $255.46万 | 0.75% | 31,558 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $243.41万 | 0.72% | 11,765 | 70 | 0.6% | $1.45万 | 加仓 |
| EFV | ISHARES TR | $221.45万 | 0.65% | 29,785 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $221.08万 | 0.65% | 5,972 | 343 | 6.1% | $12.70万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $206.11万 | 0.61% | 41,057 | 501 | 1.2% | $2.52万 | 加仓 |
| ALL | ALLSTATE CORP | $202.90万 | 0.60% | 9,786 | 130 | 1.3% | $2.70万 | 加仓 |
| IVE | ISHARES TR | $194.45万 | 0.57% | 9,209 | -280 | -3.0% | -$5.91万 | 减仓 |
| MCK | MCKESSON CORP | $191.24万 | 0.56% | 2,210 | -60 | -2.6% | -$5.19万 | 减仓 |
| HYG | ISHARES TR | $183.58万 | 0.54% | 23,074 | -2,643 | -10.3% | -$21.03万 | 减仓 |
| VLO | VALERO ENERGY CORP | $175.92万 | 0.52% | 7,120 | -201 | -2.7% | -$4.97万 | 减仓 |
| USHY | ISHARES TR | $162.38万 | 0.48% | 44,077 | 10,817 | 32.5% | $39.85万 | 加仓 |
| TGT | TARGET CORP | $160.95万 | 0.47% | 13,280 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $159.77万 | 0.47% | 31,450 | 7,400 | 30.8% | $37.59万 | 加仓 |
| CSCO | CISCO SYS INC | $157.55万 | 0.46% | 20,306 | -300 | -1.5% | -$2.33万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $155.66万 | 0.46% | 4,399 | -36 | -0.8% | -$1.27万 | 减仓 |
| ESGE | ISHARES INC | $154.85万 | 0.46% | 34,055 | -770 | -2.2% | -$3.50万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $152.13万 | 0.45% | 7,672 | 100 | 1.3% | $1.98万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $144.09万 | 0.42% | 15,332 | 410 | 2.7% | $3.85万 | 加仓 |
| IWB | ISHARES TR | $141.84万 | 0.42% | 3,978 | 40 | 1.0% | $1.43万 | 加仓 |
| IWM | ISHARES TR | $129.16万 | 0.38% | 5,208 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $122.55万 | 0.36% | 3,820 | -1,646 | -30.1% | -$52.81万 | 减仓 |
| IMCG | ISHARES TR | $118.75万 | 0.35% | 15,076 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $117.15万 | 0.35% | 16,041 | -669 | -4.0% | -$4.89万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $109.92万 | 0.32% | 18,123 | 500 | 2.8% | $3.03万 | 加仓 |
| WFC | WELLS FARGO & CO | $108.44万 | 0.32% | 13,622 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $105.98万 | 0.31% | 23,519 | -100 | -0.4% | -$4,506 | 减仓 |
| NFLX | NETFLIX INC. | $103.07万 | 0.30% | 10,720 | 30 | 0.3% | $2,884 | 加仓 |
| IVW | ISHARES TR | $101.23万 | 0.30% | 8,950 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $98.95万 | 0.29% | 41,300 | 4,750 | 13.0% | $11.38万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $97.85万 | 0.29% | 11,825 | -60 | -0.5% | -$4,965 | 减仓 |
| MMM | 3M CO | $87.30万 | 0.26% | 6,011 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $86.93万 | 0.26% | 7,227 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $79.98万 | 0.24% | 1,398 | -17 | -1.2% | -$9,726 | 减仓 |
| PFE | PFIZER INC | $79.92万 | 0.24% | 28,462 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $71.05万 | 0.21% | 9,033 | 33 | 0.4% | $2,596 | 加仓 |
| DIS | DISNEY WALT CO | $67.12万 | 0.20% | 6,964 | 0 | 0.0% | — | 不变 |
| NUMV | NUSHARES ETF TR | $62.73万 | 0.18% | 16,180 | 250 | 1.6% | $9,693 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $61.57万 | 0.18% | 12,341 | 1,026 | 9.1% | $5.12万 | 加仓 |
| SUSC | ISHARES TR | $60.74万 | 0.18% | 26,250 | 400 | 1.5% | $9,255 | 加仓 |
| DVY | ISHARES TR | $57.82万 | 0.17% | 3,819 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $56.29万 | 0.17% | 9,900 | 3,900 | 65.0% | $22.18万 | 加仓 |
| LQD | ISHARES TR | $55.73万 | 0.16% | 5,113 | 115 | 2.3% | $1.25万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $54.91万 | 0.16% | 5,912 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $53.96万 | 0.16% | 4,088 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $53.31万 | 0.16% | 8,236 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $51.96万 | 0.15% | 5,347 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $50.04万 | 0.15% | 930 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $48.99万 | 0.14% | 3,266 | -149 | -4.4% | -$2.23万 | 减仓 |
| NUMG | NUSHARES ETF TR | $47.12万 | 0.14% | 11,470 | 90 | 0.8% | $3,697 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.17万 | 0.13% | 700 | -50 | -6.7% | -$3.08万 | 减仓 |
| IVV | ISHARES TR | $39.19万 | 0.12% | 600 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $37.79万 | 0.11% | 2,238 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $37.18万 | 0.11% | 872 | -100 | -10.3% | -$4.26万 | 减仓 |
| V | VISA INC | $35.36万 | 0.10% | 1,170 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.51万 | 0.10% | 6,200 | -100 | -1.6% | -$5,405 | 减仓 |
| UNP | UNION PAC CORP | $31.56万 | 0.09% | 1,301 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $29.62万 | 0.09% | 1,800 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $28.72万 | 0.08% | 421 | -86 | -17.0% | -$5.87万 | 减仓 |
| GLW | CORNING INC | $27.19万 | 0.08% | 2,000 | 2,000 | — | $27.19万 | 新建仓 |
| — | EXXON MOBIL CORP | $26.43万 | 0.08% | 1,558 | 1,558 | — | $26.43万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.10万 | 0.07% | 542 | -100 | -15.6% | -$4.63万 | 减仓 |
| VGT | VANGUARD WORLD FD | $24.42万 | 0.07% | 350 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $23.67万 | 0.07% | 2,125 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $22.21万 | 0.07% | 1,524 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $22.07万 | 0.07% | 1,700 | 1,700 | — | $22.07万 | 新建仓 |