13F 机构持仓

Neumann Capital Management, LLC

FOSTER CITY CA · SEC CIK 0001631930

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IJR 11.6%
BIV 11.1%
IJH 10.6%
VNQ 3.9%
IUSG 3.5%
IJT 3.5%
IJK 3.4%
VOO 3.4%
DSI 3.3%
BSV 3.1%

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 5090.4% $7.55万 加仓
BIV VANGUARD BD INDEX FDS $1,674.18万11.07%218,277 4010.2% $3.08万 加仓
IJH ISHARES TR $1,609.32万10.65%208,704 8660.4% $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%27,866 500.2% $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 79211.9% $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 4491.7% $7.05万 加仓
CVS CVS HEALTH CORP $389.50万2.58%37,651 00.0% — 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 00.0% — 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 00.0% — 不变
MSFT MICROSOFT CORP $225.39万1.49%6,042 701.2% $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 00.0% — 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 00.0% — 不变
IWM ISHARES TR $156.47万1.04%5,208 00.0% — 不变
IMCG ISHARES TR $148.20万0.98%15,076 00.0% — 不变
VTI VANGUARD INDEX FDS $145.72万0.96%3,938 1183.1% $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 00.0% — 不变
WFC WELLS FARGO & CO $112.57万0.74%13,622 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $104.42万0.69%18,123 00.0% — 不变
PFE PFIZER INC $71.85万0.48%29,836 1,3744.8% $3.31万 加仓
DIS DISNEY WALT CO $67.03万0.44%6,964 00.0% — 不变
IVV ISHARES TR $66.95万0.44%894 29449.0% $22.02万 加仓
CMI CUMMINS INC $66.33万0.44%930 00.0% — 不变
VTEB VANGUARD MUN BD FDS $62.90万0.42%12,436 950.8% $4,805 加仓
EEMV ISHARES INC $62.00万0.41%8,236 00.0% — 不变
DVY ISHARES TR $59.69万0.39%3,819 00.0% — 不变
CMF ISHARES TR $57.06万0.38%9,900 00.0% — 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 00.0% — 不变
SRE SEMPRA $49.57万0.33%5,347 00.0% — 不变
IWF ISHARES TR $43.31万0.29%3,488 00.0% — 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 15011.5% $4.08万 加仓
MS MORGAN STANLEY $37.63万0.25%1,800 00.0% — 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 00.0% — 不变
IWS ISHARES TR $25.09万0.17%1,524 00.0% — 不变
MAR MARRIOTT INTL INC NEW $24.72万0.16%667 00.0% — 不变
IWD ISHARES TR $24.39万0.16%1,006 00.0% — 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 00.0% — 不变
SGVT SCHWAB STRATEGIC TR $20.45万0.14%2,030 2,030— $20.45万 新建仓
NVDA NVIDIA CORPORATION $00.00%0 -156,781-100.0% -$2,734.26万 清仓
IEFA ISHARES TR $00.00%0 -297,483-100.0% -$2,693.12万 清仓
AAPL APPLE INC $00.00%0 -75,624-100.0% -$1,919.27万 清仓
IEMG ISHARES INC $00.00%0 -230,152-100.0% -$1,605.31万 清仓
SPY STATE STR SPDR S&P 500 ETF T $00.00%0 -23,409-100.0% -$1,522.35万 清仓
GOOGL ALPHABET INC $00.00%0 -40,112-100.0% -$1,153.46万 清仓
ORCL ORACLE CORP $00.00%0 -69,533-100.0% -$1,022.90万 清仓
DGS WISDOMTREE TR $00.00%0 -157,417-100.0% -$946.08万 清仓
DLS WISDOMTREE TR $00.00%0 -66,219-100.0% -$539.68万 清仓
BAC BANK AMERICA CORP $00.00%0 -100,086-100.0% -$487.92万 清仓
BNDX VANGUARD CHARLOTTE FDS $00.00%0 -97,073-100.0% -$466.43万 清仓
SDY SPDR SERIES TRUST $00.00%0 -28,688-100.0% -$418.67万 清仓
GM GENERAL MTRS CO $00.00%0 -50,330-100.0% -$374.96万 清仓
EAGG ISHARES TR $00.00%0 -66,870-100.0% -$317.97万 清仓
CHRW C H ROBINSON WORLDWIDE IN $00.00%0 -18,640-100.0% -$309.55万 清仓
ESGD ISHARES TR $00.00%0 -30,750-100.0% -$294.03万 清仓
JPM JPMORGAN CHASE & CO $00.00%0 -9,786-100.0% -$287.87万 清仓
AMZN AMAZON COM INC $00.00%0 -13,000-100.0% -$270.75万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -41,057-100.0% -$206.11万 清仓
ALL ALLSTATE CORP $00.00%0 -9,786-100.0% -$202.90万 清仓
MCK MCKESSON CORP $00.00%0 -2,210-100.0% -$191.24万 清仓
VLO VALERO ENERGY CORP $00.00%0 -7,120-100.0% -$175.92万 清仓
USHY ISHARES TR $00.00%0 -44,077-100.0% -$162.38万 清仓
TGT TARGET CORP $00.00%0 -13,280-100.0% -$160.95万 清仓
CSCO CISCO SYS INC $00.00%0 -20,306-100.0% -$157.55万 清仓
ESGE ISHARES INC $00.00%0 -34,055-100.0% -$154.85万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -7,672-100.0% -$152.13万 清仓
UNM UNUM GROUP $00.00%0 -16,041-100.0% -$117.15万 清仓
NUSC NUSHARES ETF TR $00.00%0 -23,519-100.0% -$105.98万 清仓
NFLX NETFLIX INC. $00.00%0 -10,720-100.0% -$103.07万 清仓
— VANECK ETF TRUST $00.00%0 -41,300-100.0% -$98.95万 清仓
VCIT VANGUARD SCOTTSDALE FDS $00.00%0 -11,825-100.0% -$97.85万 清仓
MMM 3M CO $00.00%0 -6,011-100.0% -$87.30万 清仓
MRK MERCK & CO INC $00.00%0 -7,227-100.0% -$86.93万 清仓
META META PLATFORMS INC $00.00%0 -1,398-100.0% -$79.98万 清仓
EMXC ISHARES INC $00.00%0 -9,033-100.0% -$71.05万 清仓
NUMV NUSHARES ETF TR $00.00%0 -16,180-100.0% -$62.73万 清仓
SUSC ISHARES TR $00.00%0 -26,250-100.0% -$60.74万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -5,912-100.0% -$54.91万 清仓
COP CONOCOPHILLIPS $00.00%0 -4,088-100.0% -$53.96万 清仓
STZ CONSTELLATION BRANDS INC $00.00%0 -3,266-100.0% -$48.99万 清仓
NUMG NUSHARES ETF TR $00.00%0 -11,470-100.0% -$47.12万 清仓