Nikulski Financial, Inc.
BETTENDORF IA · SEC CIK 0001729847
$4.64亿2026Q2 申报市值
180持仓数
30.1%前十大占比 · 第一大 4.0%
9 / 8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
HOOD 加仓+$127.59万
IPKW 加仓+$86.61万
IYM 新建仓+$81.94万
IDGT 新建仓+$81.85万
SCHE 加仓+$81.80万
2026Q2 卖出最多 按季末市值估算
SOXX 减仓-$152.17万
IDU 清仓-$138.55万
IYF 清仓-$129.34万
IYJ 清仓-$106.35万
IGV 清仓-$99.05万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $84.57万 | 0.18% | 2,791 | 735 | 35.7% | $22.27万 | 加仓 |
| IYM | ISHARES TR | $81.94万 | 0.18% | 4,564 | 4,564 | — | $81.94万 | 新建仓 |
| IDGT | ISHARES TR | $81.85万 | 0.18% | 6,836 | 6,836 | — | $81.85万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $81.61万 | 0.18% | 16,720 | -520 | -3.0% | -$2.54万 | 减仓 |
| SO | SOUTHERN CO | $81.29万 | 0.18% | 8,494 | -730 | -7.9% | -$6.99万 | 减仓 |
| IYZ | ISHARES TR | $79.68万 | 0.17% | 18,833 | -23,082 | -55.1% | -$97.66万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $79.50万 | 0.17% | 6,779 | 112 | 1.7% | $1.31万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $79.36万 | 0.17% | 8,741 | -116 | -1.3% | -$1.05万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $77.26万 | 0.17% | 28,270 | 5,163 | 22.3% | $14.11万 | 加仓 |
| — | GLOBAL X FDS | $76.14万 | 0.16% | 17,145 | -495 | -2.8% | -$2.20万 | 减仓 |
| IGE | ISHARES TR | $74.78万 | 0.16% | 13,310 | 13,310 | — | $74.78万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $74.78万 | 0.16% | 3,077 | 23 | 0.8% | $5,589 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $73.08万 | 0.16% | 12,243 | 126 | 1.0% | $7,521 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $72.67万 | 0.16% | 17,164 | 4,158 | 32.0% | $17.60万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $71.85万 | 0.15% | 15,481 | -215 | -1.4% | -$9,978 | 减仓 |
| META | META PLATFORMS INC | $70.86万 | 0.15% | 1,258 | -50 | -3.8% | -$2.82万 | 减仓 |
| IJS | ISHARES TR | $70.14万 | 0.15% | 5,132 | -23 | -0.4% | -$3,143 | 减仓 |
| PATH | UIPATH INC | $68.27万 | 0.15% | 62,805 | -75 | -0.1% | -$815 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $66.80万 | 0.14% | 13,420 | 529 | 4.1% | $2.63万 | 加仓 |
| JOBY | JOBY AVIATION INC | $65.66万 | 0.14% | 73,607 | 155 | 0.2% | $1,383 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $63.82万 | 0.14% | 35,595 | -465 | -1.3% | -$8,337 | 减仓 |
| SGOL | ETFS GOLD TR | $62.78万 | 0.14% | 16,421 | -1,216 | -6.9% | -$4.65万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $62.50万 | 0.13% | 19,617 | -2,064 | -9.5% | -$6.58万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $62.12万 | 0.13% | 1,562 | 30 | 2.0% | $1.19万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $61.12万 | 0.13% | 11,401 | 1,945 | 20.6% | $10.43万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $60.68万 | 0.13% | 3,350 | -325 | -8.8% | -$5.89万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $59.65万 | 0.13% | 7,819 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $58.98万 | 0.13% | 11,270 | 68 | 0.6% | $3,558 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $55.58万 | 0.12% | 4,391 | -25 | -0.6% | -$3,165 | 减仓 |
| SPYM | SPDR SERIES TRUST | $54.49万 | 0.12% | 6,201 | -905 | -12.7% | -$7.95万 | 减仓 |
| HYD | VANECK ETF TRUST | $54.14万 | 0.12% | 10,510 | 497 | 5.0% | $2.56万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $50.35万 | 0.11% | 3,208 | -22 | -0.7% | -$3,453 | 减仓 |
| ACHR | ARCHER AVIATION INC | $48.01万 | 0.10% | 101,505 | -4,780 | -4.5% | -$2.26万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $47.28万 | 0.10% | 9,482 | -205 | -2.1% | -$1.02万 | 减仓 |
| MINO | PIMCO ETF TR | $46.06万 | 0.10% | 10,064 | -513 | -4.9% | -$2.35万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $44.90万 | 0.10% | 773 | -165 | -17.6% | -$9.59万 | 重新持有 |
| DVY | ISHARES TR | $44.01万 | 0.09% | 2,816 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $43.39万 | 0.09% | 9,508 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $42.60万 | 0.09% | 9,283 | 40 | 0.4% | $1,836 | 加仓 |
| VB | VANGUARD INDEX FDS | $42.51万 | 0.09% | 1,402 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $41.46万 | 0.09% | 21,974 | -808 | -3.5% | -$1.52万 | 减仓 |
| NOBL | PROSHARES TR | $38.94万 | 0.08% | 6,933 | -51 | -0.7% | -$2,864 | 减仓 |
| CVX | CHEVRON CORPORATION | $37.64万 | 0.08% | 2,271 | 1,292 | 132.0% | $21.42万 | 加仓 |
| CSCO | CISCO SYS INC | $37.63万 | 0.08% | 3,204 | 5 | 0.2% | $587 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $37.38万 | 0.08% | 1,472 | 24 | 1.7% | $6,094 | 加仓 |
| QUAL | ISHARES TR | $36.93万 | 0.08% | 1,683 | -180 | -9.7% | -$3.95万 | 减仓 |
| F | FORD MTR CO | $36.91万 | 0.08% | 26,556 | 14,451 | 119.4% | $20.09万 | 加仓 |
| IUSG | ISHARES TR | $35.83万 | 0.08% | 1,905 | -230 | -10.8% | -$4.33万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $35.58万 | 0.08% | 1,052 | 1 | 0.1% | $338 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $34.84万 | 0.08% | 1,239 | -131 | -9.6% | -$3.68万 | 重新持有 |
| PEP | PEPSICO INC | $34.26万 | 0.07% | 2,531 | 328 | 14.9% | $4.44万 | 加仓 |
| LOW | LOWES COS INC | $33.69万 | 0.07% | 1,528 | 141 | 10.2% | $3.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $31.69万 | 0.07% | 12,540 | -50 | -0.4% | -$1,264 | 减仓 |
| GPC | GENUINE PARTS CO | $31.57万 | 0.07% | 2,676 | 2,676 | — | $31.57万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $30.71万 | 0.07% | 6,752 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $29.61万 | 0.06% | 3,438 | -150 | -4.2% | -$1.29万 | 减仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $29.23万 | 0.06% | 6,045 | -230 | -3.7% | -$1.11万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $29.10万 | 0.06% | 1,985 | 128 | 6.9% | $1.88万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $28.72万 | 0.06% | 1,350 | -310 | -18.7% | -$6.60万 | 减仓 |
| QCOM | QUALCOMM INC | $28.23万 | 0.06% | 1,528 | -663 | -30.3% | -$12.25万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $27.96万 | 0.06% | 1,040 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO ETF TR | $27.23万 | 0.06% | 2,810 | -88 | -3.0% | -$8,527 | 减仓 |
| RY | ROYAL BK CDA | $26.91万 | 0.06% | 1,300 | 52 | 4.2% | $1.08万 | 加仓 |
| BLK | BLACKROCK INC | $26.25万 | 0.06% | 273 | -68 | -19.9% | -$6.54万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $26.05万 | 0.06% | 2,308 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $25.69万 | 0.06% | 2,183 | 2,183 | — | $25.69万 | 新建仓 |
| PNOV | INNOVATOR ETFS TRUST | $24.89万 | 0.05% | 5,612 | -150 | -2.6% | -$6,652 | 减仓 |
| NEAR | ISHARES U S ETF TR | $24.82万 | 0.05% | 4,900 | -1,000 | -16.9% | -$5.07万 | 减仓 |
| T | AT&T INC | $24.54万 | 0.05% | 11,855 | 1,330 | 12.6% | $2.75万 | 加仓 |
| KO | COCA COLA CO | $22.92万 | 0.05% | 2,818 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $22.89万 | 0.05% | 5,315 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $22.75万 | 0.05% | 1,134 | -406 | -26.4% | -$8.14万 | 减仓 |
| TFC | TRUIST FINL CORP | $21.46万 | 0.05% | 4,307 | -156 | -3.5% | -$7,773 | 重新持有 |
| KIM | KIMCO REALTY CORP | $21.38万 | 0.05% | 8,433 | 8,433 | — | $21.38万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $21.15万 | 0.05% | 1,333 | 1,333 | — | $21.15万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.71万 | 0.04% | 766 | -24 | -3.0% | -$6,490 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $20.70万 | 0.04% | 4,495 | -200 | -4.3% | -$9,210 | 重新持有 |
| PKG | PACKAGING CORP AMER | $20.25万 | 0.04% | 850 | 850 | — | $20.25万 | 新建仓 |
| PMAY | INNOVATOR ETFS TRUST | $20.18万 | 0.04% | 4,885 | 4,885 | — | $20.18万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.14万 | 0.04% | 2,481 | -10 | -0.4% | -$812 | 减仓 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | -11,932 | -100.0% | -$138.55万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -10,992 | -100.0% | -$129.34万 | 清仓 |
| IYJ | ISHARES TR | $0 | 0.00% | 0 | -7,208 | -100.0% | -$106.35万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -12,374 | -100.0% | -$99.05万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,825 | -100.0% | -$26.02万 | 清仓 |
| BALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,250 | -100.0% | -$24.26万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -445 | -100.0% | -$22.25万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,662 | -100.0% | -$21.94万 | 清仓 |