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 |
|---|---|---|---|---|---|---|---|---|
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $9.27万 | 0.02% | 920 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $9.36万 | 0.02% | 3,600 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $9.39万 | 0.02% | 1,020 | -109 | -9.7% | -$1.00万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC COM | $9.70万 | 0.02% | 1,000 | 1,000 | — | $9.70万 | 新建仓 |
| HL | HECLA MINING COMPANY COM | $9.72万 | 0.02% | 6,300 | 6,300 | — | $9.72万 | 新建仓 |
| BP | BP PLC SPONSORED ADR | $10.71万 | 0.02% | 2,898 | 0 | 0.0% | — | 不变 |
| OILK | PROSHARES K-1 FREE CRUDE OIL ETF OF BENEF INTEREST | $10.79万 | 0.02% | 2,272 | -2,949 | -56.5% | -$14.00万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $11.22万 | 0.02% | 3,075 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $11.39万 | 0.02% | 1,255 | -13,822 | -91.7% | -$125.42万 | 减仓 |
| USDU | WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND | $11.68万 | 0.02% | 4,365 | 4,365 | — | $11.68万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC COM | $11.70万 | 0.02% | 502 | 1 | 0.2% | $233 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $12.49万 | 0.03% | 2,949 | 15 | 0.5% | $635 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $13.15万 | 0.03% | 2,452 | -3,000 | -55.0% | -$16.08万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $13.65万 | 0.03% | 831 | -904 | -52.1% | -$14.85万 | 减仓 |
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | $13.72万 | 0.03% | 3,138 | -3,211 | -50.6% | -$14.04万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $14.75万 | 0.03% | 969 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $15.30万 | 0.03% | 1,936 | -3 | -0.2% | -$237 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $15.75万 | 0.03% | 1,810 | -5 | -0.3% | -$435 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $15.98万 | 0.03% | 1,460 | -5,640 | -79.4% | -$61.72万 | 减仓 |
| CRM | SALESFORCE INC COM | $16.20万 | 0.03% | 752 | -2,926 | -79.6% | -$63.02万 | 减仓 |
| RSG | REPUBLIC SVCS INC COM | $16.85万 | 0.03% | 791 | -23 | -2.8% | -$4,901 | 减仓 |
| TSLA | TESLA INC COM | $17.88万 | 0.04% | 425 | -8 | -1.8% | -$3,365 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $18.86万 | 0.04% | 2,270 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $20.04万 | 0.04% | 1,082 | -2,416 | -69.1% | -$44.75万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $20.64万 | 0.04% | 693 | -387 | -35.8% | -$11.53万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $21.48万 | 0.04% | 1,700 | 1 | 0.1% | $126 | 加仓 |
| SLV | ISHARES SILVER TRUST | $28.45万 | 0.06% | 5,321 | 5,301 | 26,505.0% | $28.34万 | 加仓 |
| CLS | CELESTICA INC COM | $29.54万 | 0.06% | 810 | -9 | -1.1% | -$3,282 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $29.57万 | 0.06% | 837 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $30.02万 | 0.06% | 1,087 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $31.97万 | 0.06% | 1,351 | -809 | -37.5% | -$19.14万 | 减仓 |
| IDA | IDACORP INC COM | $35.04万 | 0.07% | 2,316 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $38.24万 | 0.08% | 3,918 | -15 | -0.4% | -$1,464 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $39.22万 | 0.08% | 4,280 | -380 | -8.2% | -$3.48万 | 减仓 |
| ADBE | ADOBE INC COM | $41.17万 | 0.08% | 2,008 | 2 | 0.1% | $410 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $45.26万 | 0.09% | 659 | 91 | 16.0% | $6.25万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $47.24万 | 0.10% | 7,911 | 266 | 3.5% | $1.59万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $48.17万 | 0.10% | 8,528 | -8,985 | -51.3% | -$50.75万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $48.48万 | 0.10% | 4,505 | -5 | -0.1% | -$538 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $49.96万 | 0.10% | 6,156 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC COM | $52.62万 | 0.11% | 7,956 | 7,956 | — | $52.62万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $53.84万 | 0.11% | 30,027 | 2,093 | 7.5% | $3.75万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $56.47万 | 0.11% | 3,613 | -223 | -5.8% | -$3.49万 | 减仓 |
| — | SARMAYA THEMATIC ETF | $58.30万 | 0.12% | 15,031 | 40 | 0.3% | $1,552 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $62.17万 | 0.13% | 3,462 | -85 | -2.4% | -$1.53万 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $62.21万 | 0.13% | 8,951 | -1,166 | -11.5% | -$8.10万 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $62.61万 | 0.13% | 6,911 | -238 | -3.3% | -$2.16万 | 减仓 |
| LOW | LOWES COS INC COM | $64.85万 | 0.13% | 2,941 | 366 | 14.2% | $8.07万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $66.20万 | 0.13% | 2,258 | 2,251 | 32,157.1% | $65.99万 | 加仓 |
| EUAD | SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF | $66.23万 | 0.13% | 15,702 | 44 | 0.3% | $1,856 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $67.35万 | 0.14% | 13,250 | -2,262 | -14.6% | -$11.50万 | 减仓 |
| VNM | VANECK VIETNAM ETF | $68.87万 | 0.14% | 37,285 | 11 | 0.0% | $203 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $69.80万 | 0.14% | 7,883 | 47 | 0.6% | $4,161 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $71.21万 | 0.14% | 3,347 | -5,393 | -61.7% | -$114.75万 | 减仓 |
| EWS | ISHARES MSCI SINGAPORE ETF | $71.63万 | 0.14% | 24,192 | 30 | 0.1% | $888 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $71.86万 | 0.14% | 6,685 | 6,665 | 33,325.0% | $71.65万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $72.11万 | 0.15% | 4,935 | 29 | 0.6% | $4,237 | 加仓 |
| DE | DEERE & CO COM | $72.20万 | 0.15% | 1,138 | 30 | 2.7% | $1.90万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $72.38万 | 0.15% | 2,986 | -462 | -13.4% | -$11.20万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $72.89万 | 0.15% | 13,725 | -4,795 | -25.9% | -$25.47万 | 减仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $73.73万 | 0.15% | 9,851 | -387 | -3.8% | -$2.90万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $74.89万 | 0.15% | 1 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $75.07万 | 0.15% | 4,441 | -29 | -0.6% | -$4,902 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $76.50万 | 0.15% | 16,872 | 22 | 0.1% | $997 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $77.22万 | 0.16% | 16,885 | 16,885 | — | $77.22万 | 新建仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $77.45万 | 0.16% | 4,072 | -752 | -15.6% | -$14.30万 | 减仓 |
| CYTK | CYTOKINETICS INC COM NEW | $77.72万 | 0.16% | 9,123 | -94 | -1.0% | -$8,008 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $81.23万 | 0.16% | 803 | 4 | 0.5% | $4,046 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $83.25万 | 0.17% | 14,130 | -12,645 | -47.2% | -$74.50万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $83.41万 | 0.17% | 8,153 | -2,444 | -23.1% | -$25.00万 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC CL A | $83.84万 | 0.17% | 34,028 | -6,708 | -16.5% | -$16.53万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $83.89万 | 0.17% | 1,279 | -837 | -39.6% | -$54.90万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $85.45万 | 0.17% | 20,679 | 20,664 | 137,760.0% | $85.38万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD COM CL A | $86.03万 | 0.17% | 95,065 | -1,127 | -1.2% | -$1.02万 | 减仓 |
| IBN | ICICI BANK LIMITED ADR | $90.23万 | 0.18% | 31,081 | -438 | -1.4% | -$1.27万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $90.58万 | 0.18% | 17,912 | -29,886 | -62.5% | -$151.13万 | 减仓 |
| AMLP | ALERIAN MLP ETF | $92.31万 | 0.19% | 17,803 | -2,753 | -13.4% | -$14.27万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $94.39万 | 0.19% | 1,793 | -20 | -1.1% | -$1.05万 | 减仓 |
| VMC | VULCAN MATLS CO COM | $96.42万 | 0.19% | 3,268 | -44 | -1.3% | -$1.30万 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $97.26万 | 0.20% | 573 | -308 | -35.0% | -$52.28万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $98.06万 | 0.20% | 7,897 | 6,621 | 518.9% | $82.21万 | 重新持有 |
| SLB | SLB LIMITED COM STK | $98.50万 | 0.20% | 21,188 | 21,163 | 84,652.0% | $98.39万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $99.26万 | 0.20% | 1,722 | -67 | -3.7% | -$3.86万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $99.77万 | 0.20% | 2,173 | 39 | 1.8% | $1.79万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $103.56万 | 0.21% | 16,467 | -178 | -1.1% | -$1.12万 | 减仓 |
| IWC | ISHARES MICRO-CAP ETF | $106.02万 | 0.21% | 5,300 | 3,911 | 281.6% | $78.24万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $106.39万 | 0.21% | 2,149 | 2,148 | 214,800.0% | $106.34万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $111.02万 | 0.22% | 5,827 | -1,683 | -22.4% | -$32.06万 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $111.09万 | 0.22% | 834 | -10 | -1.2% | -$1.33万 | 减仓 |
| — | KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF | $113.37万 | 0.23% | 41,195 | -569 | -1.4% | -$1.57万 | 减仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $113.93万 | 0.23% | 16,859 | -1,904 | -10.1% | -$12.87万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $116.95万 | 0.24% | 1,588 | 1,368 | 621.8% | $100.75万 | 加仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $117.57万 | 0.24% | 5,823 | 5,523 | 1,841.0% | $111.51万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $117.67万 | 0.24% | 8,220 | -102 | -1.2% | -$1.46万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $122.10万 | 0.25% | 6,086 | 4,128 | 210.8% | $82.82万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $122.86万 | 0.25% | 4,369 | -48 | -1.1% | -$1.35万 | 减仓 |
| HEI | HEICO CORP NEW COM | $124.35万 | 0.25% | 3,491 | -43 | -1.2% | -$1.53万 | 减仓 |
| ROST | ROSS STORES INC COM | $125.45万 | 0.25% | 5,894 | -599 | -9.2% | -$12.75万 | 减仓 |
| INDA | ISHARES MSCI INDIA ETF | $126.67万 | 0.26% | 25,648 | 717 | 2.9% | $3.54万 | 加仓 |
| BIDD | ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF | $129.88万 | 0.26% | 43,263 | -1,622 | -3.6% | -$4.87万 | 减仓 |