Neumann Capital Management, LLC
FOSTER CITY CA · SEC CIK 0001631930
$1.51亿2026Q2 申报市值
58持仓数
57.4%前十大占比 · 第一大 11.6%
4 / 48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
VOO 加仓+$54.40万
PANW 新建仓+$33.62万
CDNS 新建仓+$22.52万
IVV 加仓+$22.02万
CAT 新建仓+$21.62万
2026Q2 卖出最多 按季末市值估算
NVDA 清仓-$2,734.26万
IEFA 清仓-$2,693.12万
AAPL 清仓-$1,919.27万
IEMG 清仓-$1,605.31万
SPY 清仓-$1,522.35万
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $1,757.92万 | 11.63% | 118,530 | 509 | 0.4% | $7.55万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,674.18万 | 11.07% | 218,277 | 401 | 0.2% | $3.08万 | 加仓 |
| IJH | ISHARES TR | $1,609.32万 | 10.65% | 208,704 | 866 | 0.4% | $6.68万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $595.86万 | 3.94% | 61,792 | -465 | -0.7% | -$4.48万 | 减仓 |
| IUSG | ISHARES TR | $524.14万 | 3.47% | 27,866 | 50 | 0.2% | $9,405 | 加仓 |
| IJT | ISHARES TR | $522.23万 | 3.45% | 29,240 | -30 | -0.1% | -$5,358 | 减仓 |
| IJK | ISHARES TR | $513.12万 | 3.39% | 43,670 | -115 | -0.3% | -$1.35万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $511.26万 | 3.38% | 7,444 | 792 | 11.9% | $54.40万 | 加仓 |
| DSI | ISHARES TR | $501.23万 | 3.32% | 35,201 | -227 | -0.6% | -$3.23万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $472.91万 | 3.13% | 60,699 | -919 | -1.5% | -$7.16万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $453.16万 | 3.00% | 35,868 | -200 | -0.6% | -$2.53万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $422.32万 | 2.79% | 26,908 | 449 | 1.7% | $7.05万 | 加仓 |
| CVS | CVS HEALTH CORP | $389.50万 | 2.58% | 37,651 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $380.37万 | 2.52% | 25,748 | -225 | -0.9% | -$3.32万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $372.42万 | 2.46% | 14,664 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $367.40万 | 2.43% | 26,880 | -546 | -2.0% | -$7.46万 | 减仓 |
| EFA | ISHARES TR | $310.19万 | 2.05% | 29,860 | -800 | -2.6% | -$8.31万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $247.08万 | 1.63% | 30,443 | -1,115 | -3.5% | -$9.05万 | 减仓 |
| EFV | ISHARES TR | $228.00万 | 1.51% | 29,785 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $225.39万 | 1.49% | 6,042 | 70 | 1.2% | $2.61万 | 加仓 |
| IVE | ISHARES TR | $204.56万 | 1.35% | 9,009 | -200 | -2.2% | -$4.54万 | 减仓 |
| CVX | CHEVRON CORPORATION | $195.01万 | 1.29% | 11,765 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $181.46万 | 1.20% | 22,691 | -383 | -1.7% | -$3.06万 | 减仓 |
| IWB | ISHARES TR | $162.90万 | 1.08% | 3,978 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $156.47万 | 1.04% | 5,208 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $148.20万 | 0.98% | 15,076 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $145.72万 | 0.96% | 3,938 | 118 | 3.1% | $4.37万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $141.84万 | 0.94% | 29,150 | -2,300 | -7.3% | -$11.19万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $140.55万 | 0.93% | 15,232 | -100 | -0.7% | -$9,227 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $137.08万 | 0.91% | 4,051 | -348 | -7.9% | -$11.78万 | 减仓 |
| IVW | ISHARES TR | $123.09万 | 0.81% | 8,950 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $112.57万 | 0.74% | 13,622 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $104.42万 | 0.69% | 18,123 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $71.85万 | 0.48% | 29,836 | 1,374 | 4.8% | $3.31万 | 加仓 |
| DIS | DISNEY WALT CO | $67.03万 | 0.44% | 6,964 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $66.95万 | 0.44% | 894 | 294 | 49.0% | $22.02万 | 加仓 |
| CMI | CUMMINS INC | $66.33万 | 0.44% | 930 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $62.90万 | 0.42% | 12,436 | 95 | 0.8% | $4,805 | 加仓 |
| EEMV | ISHARES INC | $62.00万 | 0.41% | 8,236 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $59.69万 | 0.39% | 3,819 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $57.06万 | 0.38% | 9,900 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $54.26万 | 0.36% | 4,975 | -138 | -2.7% | -$1.51万 | 减仓 |
| GLW | CORNING INC | $51.09万 | 0.34% | 2,000 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $49.57万 | 0.33% | 5,347 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $43.31万 | 0.29% | 3,488 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $42.34万 | 0.28% | 2,226 | -12 | -0.5% | -$2,282 | 减仓 |
| UNP | UNION PAC CORP | $39.47万 | 0.26% | 1,451 | 150 | 11.5% | $4.08万 | 加仓 |
| MS | MORGAN STANLEY | $37.63万 | 0.25% | 1,800 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.02万 | 0.23% | 5,700 | -500 | -8.1% | -$2.98万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $33.62万 | 0.22% | 986 | 986 | — | $33.62万 | 新建仓 |
| EFG | ISHARES TR | $26.44万 | 0.17% | 2,125 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $25.09万 | 0.17% | 1,524 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $24.72万 | 0.16% | 667 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $24.39万 | 0.16% | 1,006 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $22.52万 | 0.15% | 600 | 600 | — | $22.52万 | 新建仓 |
| CAT | CATERPILLAR INC | $21.62万 | 0.14% | 203 | 203 | — | $21.62万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $21.44万 | 0.14% | 421 | 0 | 0.0% | — | 不变 |
| SGVT | SCHWAB STRATEGIC TR | $20.45万 | 0.14% | 2,030 | 2,030 | — | $20.45万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -156,781 | -100.0% | -$2,734.26万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -297,483 | -100.0% | -$2,693.12万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -75,624 | -100.0% | -$1,919.27万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -230,152 | -100.0% | -$1,605.31万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -23,409 | -100.0% | -$1,522.35万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -40,112 | -100.0% | -$1,153.46万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -69,533 | -100.0% | -$1,022.90万 | 清仓 |
| DGS | WISDOMTREE TR | $0 | 0.00% | 0 | -157,417 | -100.0% | -$946.08万 | 清仓 |
| DLS | WISDOMTREE TR | $0 | 0.00% | 0 | -66,219 | -100.0% | -$539.68万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -100,086 | -100.0% | -$487.92万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -97,073 | -100.0% | -$466.43万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -28,688 | -100.0% | -$418.67万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -50,330 | -100.0% | -$374.96万 | 清仓 |
| EAGG | ISHARES TR | $0 | 0.00% | 0 | -66,870 | -100.0% | -$317.97万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -18,640 | -100.0% | -$309.55万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -30,750 | -100.0% | -$294.03万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -9,786 | -100.0% | -$287.87万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$270.75万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -41,057 | -100.0% | -$206.11万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -9,786 | -100.0% | -$202.90万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -2,210 | -100.0% | -$191.24万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -7,120 | -100.0% | -$175.92万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -44,077 | -100.0% | -$162.38万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -13,280 | -100.0% | -$160.95万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -20,306 | -100.0% | -$157.55万 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -34,055 | -100.0% | -$154.85万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -7,672 | -100.0% | -$152.13万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -16,041 | -100.0% | -$117.15万 | 清仓 |
| NUSC | NUSHARES ETF TR | $0 | 0.00% | 0 | -23,519 | -100.0% | -$105.98万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -10,720 | -100.0% | -$103.07万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -41,300 | -100.0% | -$98.95万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -11,825 | -100.0% | -$97.85万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -6,011 | -100.0% | -$87.30万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -7,227 | -100.0% | -$86.93万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -1,398 | -100.0% | -$79.98万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -9,033 | -100.0% | -$71.05万 | 清仓 |
| NUMV | NUSHARES ETF TR | $0 | 0.00% | 0 | -16,180 | -100.0% | -$62.73万 | 清仓 |
| SUSC | ISHARES TR | $0 | 0.00% | 0 | -26,250 | -100.0% | -$60.74万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -5,912 | -100.0% | -$54.91万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -4,088 | -100.0% | -$53.96万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -3,266 | -100.0% | -$48.99万 | 清仓 |
| NUMG | NUSHARES ETF TR | $0 | 0.00% | 0 | -11,470 | -100.0% | -$47.12万 | 清仓 |