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 |
|---|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC COM | $3,442 | 0.00% | 35 | 5 | 16.7% | $492 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $3,448 | 0.00% | 71 | 5 | 7.6% | $243 | 加仓 |
| BIIB | BIOGEN INC COM | $3,457 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $3,477 | 0.00% | 21 | -9 | -30.0% | -$1,490 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $3,477 | 0.00% | 7 | 1 | 16.7% | $497 | 加仓 |
| EVTL | VERTICAL AEROSPACE LTD SHS NEW | $3,480 | 0.00% | 2,000 | 1,000 | 100.0% | $1,740 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $3,484 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $3,565 | 0.00% | 20 | 20 | — | $3,565 | 新建仓 |
| NKE | NIKE INC CL B | $3,576 | 0.00% | 87 | -24,420 | -99.6% | -$100.37万 | 减仓 |
| EBAY | EBAY INC. COM | $3,576 | 0.00% | 32 | 5 | 18.5% | $559 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $3,579 | 0.00% | 9 | -1 | -10.0% | -$398 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $3,635 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AMPX | AMPRIUS TECHNOLOGIES INC COMMON STOCK | $3,659 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC COM | $3,712 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $3,722 | 0.00% | 11 | 4 | 57.1% | $1,353 | 加仓 |
| STT | STATE STR CORP COM | $3,731 | 0.00% | 22 | 2 | 10.0% | $339 | 加仓 |
| AFL | AFLAC INC COM | $3,752 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $3,764 | 0.00% | 14 | 2 | 16.7% | $538 | 加仓 |
| — | SOFTBANK GROUP CORP UNSPONSORED ADR | $3,764 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $3,778 | 0.00% | 12 | -1 | -7.7% | -$315 | 减仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $3,791 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $3,871 | 0.00% | 8 | 1 | 14.3% | $484 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $3,956 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $3,972 | 0.00% | 10 | 2 | 25.0% | $794 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $3,993 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $4,049 | 0.00% | 28 | 4 | 16.7% | $578 | 加仓 |
| — | ELEVRA LITHIUM LTD SPONSORED ADS | $4,089 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $4,122 | 0.00% | 8 | 5 | 166.7% | $2,576 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $4,123 | 0.00% | 162 | 33 | 25.6% | $840 | 加仓 |
| DPZ | DOMINOS PIZZA INC COM | $4,145 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $4,158 | 0.00% | 40 | 5 | 14.3% | $520 | 加仓 |
| EQIX | EQUINIX INC COM | $4,170 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $4,268 | 0.00% | 76 | -14 | -15.6% | -$786 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $4,369 | 0.00% | 20 | 4 | 25.0% | $874 | 加仓 |
| — | CAPITOL SERIES TRUST - HULL TACTICAL US ETF | $4,385 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $4,396 | 0.00% | 103 | -5,980 | -98.3% | -$25.52万 | 减仓 |
| FTNT | FORTINET INC COM | $4,455 | 0.00% | 29 | -5 | -14.7% | -$768 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $4,595 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $4,703 | 0.00% | 21 | 3 | 16.7% | $672 | 加仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $4,730 | 0.00% | 1,000 | -1,000 | -50.0% | -$4,730 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $4,763 | 0.00% | 15 | 2 | 15.4% | $635 | 加仓 |
| TFC | TRUIST FINL CORP COM | $4,832 | 0.00% | 97 | -56 | -36.6% | -$2,790 | 减仓 |
| CAVA | CAVA GROUP INC COM | $4,866 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | $4,900 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $4,992 | 0.00% | 7 | 1 | 16.7% | $713 | 加仓 |
| DHR | DANAHER CORP DEL COM | $5,145 | 0.00% | 27 | -7,203 | -99.6% | -$137.26万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $5,164 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SRTA | STRATA CRITICAL MEDICAL INC CL A COM | $5,270 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $5,344 | 0.00% | 41 | 1 | 2.5% | $130 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $5,365 | 0.00% | 18 | 6 | 50.0% | $1,788 | 加仓 |
| — | ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF | $5,366 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $5,367 | 0.00% | 32 | -2 | -5.9% | -$335 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $5,374 | 0.00% | 93 | 5 | 5.7% | $289 | 加仓 |
| CVS | CVS HEALTH CORP COM | $5,379 | 0.00% | 52 | 5 | 10.6% | $517 | 加仓 |
| JBL | JABIL INC COM | $5,397 | 0.00% | 14 | 4 | 40.0% | $1,542 | 加仓 |
| CB | CHUBB LIMITED COM | $5,452 | 0.00% | 16 | 2 | 14.3% | $682 | 加仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $5,523 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $5,740 | 0.00% | 84 | -11 | -11.6% | -$752 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $5,767 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $5,785 | 0.00% | 217 | 5 | 2.4% | $133 | 加仓 |
| AMGN | AMGEN INC COM | $5,794 | 0.00% | 16 | -140 | -89.7% | -$5.07万 | 减仓 |
| ETSY | ETSY INC COM | $5,876 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $5,901 | 0.00% | 26 | 3 | 13.0% | $681 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $5,981 | 0.00% | 85 | 5 | 6.2% | $352 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $6,064 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | PACIFIC GAS & ELEC CO PFD 1ST 5.50 | $6,075 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC COM | $6,078 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $6,134 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $6,356 | 0.00% | 16 | 5 | 45.5% | $1,986 | 加仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $6,383 | 0.00% | 936 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $6,407 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| — | SEABRIDGE GOLD INC COM | $6,435 | 0.00% | 250 | 250 | — | $6,435 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $6,437 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC COM | $6,747 | 0.00% | 160 | 160 | — | $6,747 | 新建仓 |
| — | DEMANT A/S SHS | $6,933 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF | $7,300 | 0.00% | 443 | 0 | 0.0% | — | 不变 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $7,300 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| — | NASSAU COS NEW YORK 7.45 QUIBS 2032 | $7,475 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $7,528 | 0.00% | 168 | 168 | — | $7,528 | 新建仓 |
| XHR | XENIA HOTELS & RESORTS INC COM | $7,879 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP COM | $8,093 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $8,331 | 0.00% | 100 | 100 | — | $8,331 | 新建仓 |
| FXY | INVESCO CURRENCYSHARES JAPANESE YEN TRUST | $8,466 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $8,631 | 0.00% | 100 | 100 | — | $8,631 | 新建仓 |
| — | WISDOMTREE JAPAN OPPORTUNITIES FUND | $8,650 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $8,742 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $8,822 | 0.00% | 17 | 2 | 13.3% | $1,038 | 加仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $8,920 | 0.00% | 1,000 | -1,000 | -50.0% | -$8,920 | 减仓 |
| GLW | CORNING INC COM | $8,940 | 0.00% | 35 | 3 | 9.4% | $766 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $9,039 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| EVC | ENTRAVISION COMMUNICATIONS CP CL A | $9,128 | 0.00% | 700 | 700 | — | $9,128 | 新建仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $9,222 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $9,270 | 0.00% | 25 | -3,067 | -99.2% | -$113.72万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $9,378 | 0.00% | 79 | 74 | 1,480.0% | $8,784 | 加仓 |
| WAT | WATERS CORP COM | $9,751 | 0.00% | 26 | 3 | 13.0% | $1,125 | 加仓 |
| NOW | SERVICENOW INC COM | $9,829 | 0.00% | 99 | 9 | 10.0% | $894 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $1.00万 | 0.00% | 113 | -121 | -51.7% | -$1.07万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $1.01万 | 0.00% | 91 | 76 | 506.7% | $8,444 | 加仓 |
| RTX | RTX CORPORATION COM | $1.02万 | 0.00% | 54 | -197 | -78.5% | -$3.74万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC COM | $1.03万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |