NVWM, LLC
YARDLEY PA · SEC CIK 0001697274
$4.96亿2026Q2 申报市值
773持仓数
26.6%前十大占比 · 第一大 4.3%
48 / 38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
GOOGL 加仓+$209.92万
HYG 加仓+$194.36万
JNJ 加仓+$184.41万
EXXON MOBIL CORP 加仓+$178.15万
PH 加仓+$177.54万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$469.03万
GDX 减仓-$302.27万
TLT 清仓-$262.59万
AMAT 减仓-$224.77万
MBB 清仓-$199.13万
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 |
|---|---|---|---|---|---|---|---|---|
| ALL | ALLSTATE CORP COM | $1,904 | 0.00% | 8 | 2 | 33.3% | $476 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $1,904 | 0.00% | 7 | 7 | — | $1,904 | 新建仓 |
| GIS | GENERAL MILLS INC COM | $1,914 | 0.00% | 55 | 21 | 61.8% | $731 | 重新持有 |
| PCAR | PACCAR INC COM | $1,922 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $1,946 | 0.00% | 15 | 2 | 15.4% | $259 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $1,954 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $1,991 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $2,012 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $2,037 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC COM | $2,052 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $2,084 | 0.00% | 8 | 1 | 14.3% | $260 | 加仓 |
| DXCM | DEXCOM INC COM | $2,088 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $2,107 | 0.00% | 77 | 5 | 6.9% | $137 | 加仓 |
| NDSN | NORDSON CORP COM | $2,112 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $2,125 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $2,128 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| — | NN INC COM | $2,154 | 0.00% | 600 | 600 | — | $2,154 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $2,156 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC COM CL A | $2,170 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $2,178 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $2,179 | 0.00% | 114 | 49 | 75.4% | $937 | 加仓 |
| FDX | FEDEX CORP COM | $2,192 | 0.00% | 7 | 1 | 16.7% | $313 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $2,198 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC COM | $2,199 | 0.00% | 78 | -25 | -24.3% | -$705 | 减仓 |
| WDAY | WORKDAY INC CL A | $2,204 | 0.00% | 18 | 9 | 100.0% | $1,102 | 加仓 |
| NDAQ | NASDAQ INC COM | $2,207 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $2,209 | 0.00% | 46 | 5 | 12.2% | $240 | 加仓 |
| CTAS | CINTAS CORP COM | $2,211 | 0.00% | 13 | -2 | -13.3% | -$340 | 减仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $2,225 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $2,229 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC COM | $2,239 | 0.00% | 105 | 65 | 162.5% | $1,386 | 加仓 |
| BRO | BROWN & BROWN INC COM | $2,245 | 0.00% | 35 | 23 | 191.7% | $1,475 | 加仓 |
| LUV | SOUTHWEST AIRLS CO COM | $2,262 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $2,267 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $2,270 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $2,275 | 0.00% | 16 | 8 | 100.0% | $1,138 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $2,294 | 0.00% | 5 | 1 | 25.0% | $459 | 加仓 |
| SRE | SEMPRA COM | $2,318 | 0.00% | 25 | 5 | 25.0% | $464 | 加仓 |
| — | ISHARES ETHEREUM TRUST ETF | $2,319 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $2,339 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $2,344 | 0.00% | 7 | 7 | — | $2,344 | 新建仓 |
| OKE | ONEOK INC NEW COM | $2,347 | 0.00% | 27 | 5 | 22.7% | $435 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT | $2,374 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $2,398 | 0.00% | 21 | -19 | -47.5% | -$2,170 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $2,434 | 0.00% | 32 | -5 | -13.5% | -$380 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $2,444 | 0.00% | 6 | 1 | 20.0% | $407 | 加仓 |
| CTVA | CORTEVA INC COM | $2,456 | 0.00% | 29 | 5 | 20.8% | $423 | 加仓 |
| ILMN | ILLUMINA INC COM | $2,462 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $2,492 | 0.00% | 6 | 2 | 50.0% | $831 | 加仓 |
| BIZD | VANECK BDC INCOME ETF | $2,494 | 0.00% | 197 | 197 | — | $2,494 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $2,529 | 0.00% | 9 | 1 | 12.5% | $281 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $2,552 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $2,573 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | $2,594 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $2,599 | 0.00% | 12 | -3 | -20.0% | -$650 | 减仓 |
| YETI | YETI HLDGS INC COM | $2,627 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $2,657 | 0.00% | 20 | 5 | 33.3% | $664 | 加仓 |
| ZTS | ZOETIS INC CL A | $2,658 | 0.00% | 37 | -2,365 | -98.5% | -$16.99万 | 减仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $2,694 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $2,706 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $2,716 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $2,718 | 0.00% | 6 | -1 | -14.3% | -$453 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $2,744 | 0.00% | 25 | 15 | 150.0% | $1,646 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $2,751 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $2,781 | 0.00% | 16 | 1 | 6.7% | $174 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $2,787 | 0.00% | 29 | 5 | 20.8% | $481 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $2,801 | 0.00% | 8 | -6 | -42.9% | -$2,101 | 减仓 |
| LEN | LENNAR CORP CL A | $2,805 | 0.00% | 31 | 26 | 520.0% | $2,353 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $2,807 | 0.00% | 65 | -25 | -27.8% | -$1,080 | 减仓 |
| — | REX DRONE ETF | $2,815 | 0.00% | 125 | 125 | — | $2,815 | 新建仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $2,823 | 0.00% | 56 | 3 | 5.7% | $151 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADS | $2,858 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CL A | $2,865 | 0.00% | 21 | 21 | — | $2,865 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $2,895 | 0.00% | 3 | 1 | 50.0% | $965 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $2,896 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION COM | $2,898 | 0.00% | 250 | 250 | — | $2,898 | 新建仓 |
| WMB | WILLIAMS COS INC COM | $2,899 | 0.00% | 39 | 5 | 14.7% | $372 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2,907 | 0.00% | 13 | 1 | 8.3% | $224 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $2,930 | 0.00% | 16 | 1 | 6.7% | $183 | 加仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $2,970 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $2,975 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $3,089 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $3,094 | 0.00% | 8 | 5 | 166.7% | $1,934 | 加仓 |
| NTAP | NETAPP INC COM | $3,095 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $3,134 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC CL A | $3,137 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $3,146 | 0.00% | 10 | 1 | 11.1% | $315 | 加仓 |
| MET | METLIFE INC COM | $3,215 | 0.00% | 38 | 15 | 65.2% | $1,269 | 加仓 |
| HAL | HALLIBURTON CO COM | $3,225 | 0.00% | 95 | 5 | 5.6% | $170 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $3,237 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | NORTHFIELD BANCORP INC DEL COM | $3,241 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| LPTH | LIGHTPATH TECHNOLOGIES INC COM CL A | $3,270 | 0.00% | 200 | 200 | — | $3,270 | 新建仓 |
| GM | GENERAL MTRS CO COM | $3,314 | 0.00% | 43 | 5 | 13.2% | $385 | 加仓 |
| RVTY | REVVITY INC COM | $3,338 | 0.00% | 30 | 5 | 20.0% | $556 | 加仓 |
| CNC | CENTENE CORP DEL COM | $3,338 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $3,341 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $3,360 | 0.00% | 6 | -2 | -25.0% | -$1,120 | 减仓 |
| INTU | INTUIT COM | $3,393 | 0.00% | 13 | 6 | 85.7% | $1,566 | 加仓 |
| URI | UNITED RENTALS INC COM | $3,399 | 0.00% | 3 | -1 | -25.0% | -$1,133 | 减仓 |
| IBRX | IMMUNITYBIO INC COM | $3,441 | 0.00% | 393 | 0 | 0.0% | — | 不变 |