Nikulski Financial, Inc.
BETTENDORF IA · SEC CIK 0001729847
$4.05亿2026Q1 申报市值
175持仓数
28.0%前十大占比 · 第一大 4.0%
15 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IPKW 加仓+$632.12万
XOP 加仓+$556.16万
FCX 加仓+$271.89万
HOOD 加仓+$235.18万
JIVE 加仓+$227.68万
2026Q1 卖出最多 按季末市值估算
VIG 减仓-$869.72万
AAPL 减仓-$480.93万
GOOGL 减仓-$414.66万
BRK/B 减仓-$401.19万
COST 减仓-$307.01万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $75.05万 | 0.19% | 2,616 | 95 | 3.8% | $2.73万 | 加仓 |
| META | META PLATFORMS INC | $74.83万 | 0.18% | 1,308 | -113 | -8.0% | -$6.47万 | 减仓 |
| — | GLOBAL X FDS | $74.37万 | 0.18% | 17,640 | 10,690 | 153.8% | $45.07万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $72.66万 | 0.18% | 6,667 | 711 | 11.9% | $7.75万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $70.62万 | 0.17% | 1,532 | -90 | -5.5% | -$4.15万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $70.02万 | 0.17% | 8,857 | -1,355 | -13.3% | -$10.71万 | 减仓 |
| PATH | UIPATH INC | $69.80万 | 0.17% | 62,880 | 36,888 | 141.9% | $40.95万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $68.30万 | 0.17% | 9,687 | 4,584 | 89.8% | $32.32万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $67.67万 | 0.17% | 15,696 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $66.35万 | 0.16% | 3,054 | -8,217 | -72.9% | -$178.52万 | 减仓 |
| SNOW | SNOWFLAKE INC | $66.35万 | 0.16% | 4,399 | 2,812 | 177.2% | $42.41万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $65.49万 | 0.16% | 12,117 | 12,117 | — | $65.49万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $65.29万 | 0.16% | 13,006 | 494 | 3.9% | $2.48万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $65.10万 | 0.16% | 1,925 | -115 | -5.6% | -$3.89万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $64.18万 | 0.16% | 12,891 | 2,091 | 19.4% | $10.41万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $62.92万 | 0.16% | 23,107 | 14,625 | 172.4% | $39.82万 | 加仓 |
| IJS | ISHARES TR | $61.06万 | 0.15% | 5,155 | -55 | -1.1% | -$6,515 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $60.84万 | 0.15% | 3,675 | 868 | 30.9% | $14.37万 | 加仓 |
| JOBY | JOBY AVIATION INC | $60.67万 | 0.15% | 73,452 | 46,734 | 174.9% | $38.60万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $57.82万 | 0.14% | 4,416 | 312 | 7.6% | $4.09万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $57.26万 | 0.14% | 36,060 | 22,379 | 163.6% | $35.54万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $56.11万 | 0.14% | 7,819 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $55.57万 | 0.14% | 22,782 | 22,782 | — | $55.57万 | 新建仓 |
| OKLO | OKLO INC | $55.55万 | 0.14% | 11,202 | 7,041 | 169.2% | $34.92万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $54.95万 | 0.14% | 106,285 | 57,515 | 117.9% | $29.74万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $54.75万 | 0.14% | 13,090 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $54.39万 | 0.13% | 7,106 | -828 | -10.4% | -$6.34万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $52.58万 | 0.13% | 1,342 | -1,025 | -43.3% | -$40.16万 | 减仓 |
| KLAC | KLA CORP | $51.76万 | 0.13% | 352 | -182 | -34.1% | -$26.76万 | 减仓 |
| HYD | VANECK ETF TRUST | $50.21万 | 0.12% | 10,013 | -7,344 | -42.3% | -$36.82万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $48.85万 | 0.12% | 2,056 | 1,029 | 100.2% | $24.45万 | 加仓 |
| MINO | PIMCO ETF TR | $47.78万 | 0.12% | 10,577 | 10,577 | — | $47.78万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $46.68万 | 0.12% | 9,456 | 467 | 5.2% | $2.31万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $44.68万 | 0.11% | 3,230 | -1,228 | -27.5% | -$16.99万 | 减仓 |
| DVY | ISHARES TR | $42.64万 | 0.11% | 2,816 | 591 | 26.6% | $8.95万 | 加仓 |
| GLW | CORNING INC | $41.94万 | 0.10% | 3,085 | -1,759 | -36.3% | -$23.92万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $40.62万 | 0.10% | 9,508 | -130 | -1.3% | -$5,554 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $39.28万 | 0.10% | 9,243 | -83 | -0.9% | -$3,528 | 减仓 |
| NOBL | PROSHARES TR | $37.02万 | 0.09% | 3,492 | -7,893 | -69.3% | -$83.67万 | 减仓 |
| VB | VANGUARD INDEX FDS | $36.73万 | 0.09% | 1,402 | -472 | -25.2% | -$12.37万 | 减仓 |
| QUAL | ISHARES TR | $35.74万 | 0.09% | 1,863 | -35 | -1.8% | -$6,714 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $35.39万 | 0.09% | 1,448 | -415 | -22.3% | -$10.14万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $34.70万 | 0.09% | 1,027 | -418 | -28.9% | -$14.12万 | 减仓 |
| PEP | PEPSICO INC | $34.20万 | 0.08% | 2,203 | -273 | -11.0% | -$4.24万 | 减仓 |
| IUSG | ISHARES TR | $33.12万 | 0.08% | 2,135 | -495 | -18.8% | -$7.68万 | 减仓 |
| BLK | BLACKROCK INC | $32.80万 | 0.08% | 341 | 19 | 5.9% | $1.83万 | 加仓 |
| LOW | LOWES COS INC | $32.78万 | 0.08% | 1,387 | -457 | -24.8% | -$10.80万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $31.86万 | 0.08% | 1,660 | -382 | -18.7% | -$7.33万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $31.79万 | 0.08% | 1,051 | 1,051 | — | $31.79万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $31.49万 | 0.08% | 12,590 | -1,535 | -10.9% | -$3.84万 | 减仓 |
| IBB | ISHARES TR | $31.04万 | 0.08% | 1,838 | -1,684 | -47.8% | -$28.44万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $30.80万 | 0.08% | 6,752 | 6,752 | — | $30.80万 | 新建仓 |
| T | AT&T INC | $30.51万 | 0.08% | 10,525 | -31,641 | -75.0% | -$91.73万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $29.99万 | 0.07% | 5,900 | -235 | -3.8% | -$1.19万 | 减仓 |
| QCOM | QUALCOMM INC | $28.21万 | 0.07% | 2,191 | 437 | 24.9% | $5.63万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $28.09万 | 0.07% | 1,540 | 207 | 15.5% | $3.78万 | 加仓 |
| CORP | PIMCO ETF TR | $28.05万 | 0.07% | 2,898 | 2,898 | — | $28.05万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $26.82万 | 0.07% | 1,857 | -886 | -32.3% | -$12.80万 | 减仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $26.46万 | 0.07% | 6,275 | -750 | -10.7% | -$3.16万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $26.12万 | 0.06% | 598 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $26.02万 | 0.06% | 2,825 | 866 | 44.2% | $7.98万 | 加仓 |
| CSCO | CISCO SYS INC | $24.82万 | 0.06% | 3,199 | 98 | 3.2% | $7,604 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $24.26万 | 0.06% | 7,250 | -350 | -4.6% | -$1.17万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $23.97万 | 0.06% | 1,040 | 40 | 4.0% | $9,218 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $23.85万 | 0.06% | 2,308 | -312 | -11.9% | -$3.22万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $23.54万 | 0.06% | 5,762 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $22.25万 | 0.05% | 445 | -2,424 | -84.5% | -$121.18万 | 减仓 |
| COP | CONOCOPHILLIPS | $21.94万 | 0.05% | 1,662 | 1,662 | — | $21.94万 | 新建仓 |
| KO | COCA COLA CO | $21.45万 | 0.05% | 2,818 | 2,818 | — | $21.45万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $21.31万 | 0.05% | 5,315 | 5,315 | — | $21.31万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.56万 | 0.05% | 790 | -30 | -3.7% | -$7,807 | 减仓 |
| CVX | CHEVRON CORPORATION | $20.26万 | 0.05% | 979 | 979 | — | $20.26万 | 新建仓 |
| RY | ROYAL BK CDA | $20.19万 | 0.05% | 1,248 | -65 | -5.0% | -$1.05万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.17万 | 0.05% | 2,491 | -95 | -3.7% | -$7,691 | 重新持有 |
| F | FORD MTR CO | $13.97万 | 0.03% | 12,105 | 12,105 | — | $13.97万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -3,443 | -100.0% | -$111.56万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -8,255 | -100.0% | -$46.06万 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $0 | 0.00% | 0 | -25,693 | -100.0% | -$34.44万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSEP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |