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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,624.74万 | 4.01% | 64,019 | -18,950 | -22.8% | -$480.93万 | 减仓 |
| AMZN | AMAZON COM INC | $1,357.58万 | 3.35% | 65,184 | -11,378 | -14.9% | -$236.97万 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $1,292.84万 | 3.19% | 229,788 | 112,352 | 95.7% | $632.12万 | 加仓 |
| GOOGL | ALPHABET INC | $1,247.09万 | 3.08% | 43,368 | -14,420 | -25.0% | -$414.66万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,070.49万 | 2.64% | 10,743 | -3,081 | -22.3% | -$307.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,026.22万 | 2.53% | 58,843 | -7,441 | -11.2% | -$129.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,012.82万 | 2.50% | 27,361 | -836 | -3.0% | -$30.95万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $984.31万 | 2.43% | 33,462 | -222 | -0.7% | -$6.53万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $892.78万 | 2.20% | 41,513 | -40,441 | -49.3% | -$869.72万 | 减仓 |
| XOP | SPDR SERIES TRUST | $842.69万 | 2.08% | 46,345 | 30,587 | 194.1% | $556.16万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $839.02万 | 2.07% | 39,257 | -2,561 | -6.1% | -$54.73万 | 减仓 |
| ABBV | ABBVIE INC | $815.20万 | 2.01% | 37,482 | -1,042 | -2.7% | -$22.66万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $762.06万 | 1.88% | 47,534 | -51 | -0.1% | -$8,176 | 减仓 |
| IJR | ISHARES TR | $731.95万 | 1.81% | 58,881 | -3,361 | -5.4% | -$41.78万 | 减仓 |
| QQQ | INVESCO QQQ TR | $696.19万 | 1.72% | 12,062 | -1,403 | -10.4% | -$80.98万 | 减仓 |
| VO | VANGUARD INDEX FDS | $652.76万 | 1.61% | 22,730 | -931 | -3.9% | -$26.74万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $603.47万 | 1.49% | 80,260 | -20,505 | -20.3% | -$154.18万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $596.74万 | 1.47% | 47,690 | -8,911 | -15.7% | -$111.50万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $556.06万 | 1.37% | 120,385 | 38,005 | 46.1% | $175.55万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $534.29万 | 1.32% | 183,731 | -518 | -0.3% | -$1.51万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $531.53万 | 1.31% | 19,034 | -246 | -1.3% | -$6.87万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $500.51万 | 1.24% | 163,140 | 11,556 | 7.6% | $35.45万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $499.61万 | 1.23% | 84,996 | 46,255 | 119.4% | $271.89万 | 加仓 |
| DE | DEERE & CO | $499.19万 | 1.23% | 8,860 | -2,155 | -19.6% | -$121.42万 | 减仓 |
| SMH | VANECK ETF TRUST | $475.57万 | 1.17% | 12,404 | 384 | 3.2% | $14.72万 | 加仓 |
| LLY | ELI LILLY & CO | $460.44万 | 1.14% | 5,006 | 177 | 3.7% | $16.28万 | 加仓 |
| V | VISA INC | $453.10万 | 1.12% | 14,991 | -1,049 | -6.5% | -$31.71万 | 减仓 |
| MCD | MCDONALDS CORP | $445.86万 | 1.10% | 14,346 | -305 | -2.1% | -$9.48万 | 减仓 |
| DON | WISDOMTREE TR | $436.99万 | 1.08% | 83,173 | -4,188 | -4.8% | -$22.00万 | 减仓 |
| WMT | WALMART INC | $417.36万 | 1.03% | 33,571 | -2,695 | -7.4% | -$33.50万 | 减仓 |
| AVGO | BROADCOM INC | $414.78万 | 1.02% | 13,401 | -2,253 | -14.4% | -$69.73万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $411.68万 | 1.02% | 28,388 | 4,701 | 19.8% | $68.17万 | 加仓 |
| WM | WASTE MGMT INC DEL | $401.14万 | 0.99% | 17,457 | 119 | 0.7% | $2.73万 | 加仓 |
| SHLD | GLOBAL X FDS | $388.96万 | 0.96% | 54,907 | 14,007 | 34.2% | $99.23万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $388.41万 | 0.96% | 56,048 | 33,937 | 153.5% | $235.18万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $383.30万 | 0.95% | 9,818 | 2,879 | 41.5% | $112.40万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $354.23万 | 0.87% | 89,003 | -2,995 | -3.3% | -$11.92万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $351.16万 | 0.87% | 45,540 | 16,855 | 58.8% | $129.97万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $350.68万 | 0.87% | 40,948 | 26,586 | 185.1% | $227.68万 | 加仓 |
| HD | HOME DEPOT INC | $336.52万 | 0.83% | 10,232 | -379 | -3.6% | -$12.47万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $334.55万 | 0.83% | 5,535 | 309 | 5.9% | $18.68万 | 加仓 |
| TSLA | TESLA INC | $316.43万 | 0.78% | 8,512 | 1,355 | 18.9% | $50.37万 | 加仓 |
| NFLX | NETFLIX INC. | $312.52万 | 0.77% | 32,503 | 3,193 | 10.9% | $30.70万 | 加仓 |
| IJJ | ISHARES TR | $288.53万 | 0.71% | 21,775 | -1,303 | -5.6% | -$17.27万 | 减仓 |
| ALL | ALLSTATE CORP | $276.02万 | 0.68% | 13,305 | -601 | -4.3% | -$12.47万 | 减仓 |
| — | EXXON MOBIL CORP | $271.42万 | 0.67% | 15,998 | 13,306 | 494.3% | $225.75万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $267.55万 | 0.66% | 18,290 | 1,930 | 11.8% | $28.23万 | 加仓 |
| SYK | STRYKER CORPORATION | $267.21万 | 0.66% | 8,130 | 1,017 | 14.3% | $33.43万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $266.39万 | 0.66% | 110,858 | 39,053 | 54.4% | $93.84万 | 加仓 |
| TJX | TJX COS INC NEW | $266.06万 | 0.66% | 16,660 | 280 | 1.7% | $4.47万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $265.61万 | 0.66% | 13,537 | -3,753 | -21.7% | -$73.64万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $260.32万 | 0.64% | 14,446 | -420 | -2.8% | -$7.57万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $243.25万 | 0.60% | 73,824 | 4,555 | 6.6% | $15.01万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $236.75万 | 0.58% | 26,763 | -787 | -2.9% | -$6.96万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $222.94万 | 0.55% | 3,428 | -1,446 | -29.7% | -$94.04万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $215.58万 | 0.53% | 2,548 | -120 | -4.5% | -$10.15万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $209.43万 | 0.52% | 45,400 | 3,475 | 8.3% | $16.03万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $209.15万 | 0.52% | 41,325 | -16,874 | -29.0% | -$85.40万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $206.77万 | 0.51% | 6,445 | -1,483 | -18.7% | -$47.58万 | 减仓 |
| DGRW | WISDOMTREE TR | $206.69万 | 0.51% | 23,530 | -8,849 | -27.3% | -$77.73万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $206.12万 | 0.51% | 23,238 | 12,038 | 107.5% | $106.78万 | 加仓 |
| ENB | ENBRIDGE INC | $199.94万 | 0.49% | 36,930 | 21,745 | 143.2% | $117.73万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $199.35万 | 0.49% | 85,486 | 833 | 1.0% | $1.94万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $193.97万 | 0.48% | 5,930 | -232 | -3.8% | -$7.59万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $189.72万 | 0.47% | 92,956 | 6,232 | 7.2% | $12.72万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $187.66万 | 0.46% | 10,252 | 1,190 | 13.1% | $21.78万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $182.29万 | 0.45% | 62,577 | -9,235 | -12.9% | -$26.90万 | 减仓 |
| SE | SEA LTD | $179.53万 | 0.44% | 21,680 | 6,900 | 46.7% | $57.14万 | 加仓 |
| PLD | PROLOGIS INC. | $178.60万 | 0.44% | 13,512 | 13,512 | — | $178.60万 | 新建仓 |
| CCJ | CAMECO CORP | $174.62万 | 0.43% | 16,078 | 5,918 | 58.2% | $64.28万 | 加仓 |
| IWF | ISHARES TR | $171.55万 | 0.42% | 4,023 | -1,347 | -25.1% | -$57.44万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $170.91万 | 0.42% | 23,208 | -4,538 | -16.4% | -$33.42万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $165.63万 | 0.41% | 23,130 | 23,130 | — | $165.63万 | 新建仓 |
| IYZ | ISHARES TR | $164.81万 | 0.41% | 41,915 | 8 | 0.0% | $315 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $160.84万 | 0.40% | 17,067 | 10,354 | 154.2% | $97.58万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $153.09万 | 0.38% | 8,308 | 1,104 | 15.3% | $20.34万 | 加仓 |
| NLR | VANECK ETF TRUST | $149.24万 | 0.37% | 11,205 | 11,205 | — | $149.24万 | 新建仓 |
| SOXX | ISHARES TR | $146.56万 | 0.36% | 4,459 | -59 | -1.3% | -$1.94万 | 减仓 |
| IDU | ISHARES TR | $138.55万 | 0.34% | 11,932 | 3 | 0.0% | $348 | 加仓 |
| ABT | ABBOTT LABORATORIES | $136.33万 | 0.34% | 13,279 | -390 | -2.9% | -$4.00万 | 减仓 |
| IJH | ISHARES TR | $130.30万 | 0.32% | 19,295 | -609 | -3.1% | -$4.11万 | 减仓 |
| IYF | ISHARES TR | $129.34万 | 0.32% | 10,992 | 3 | 0.0% | $353 | 加仓 |
| IGM | ISHARES TR | $123.77万 | 0.31% | 10,444 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $122.18万 | 0.30% | 6,735 | 1 | 0.0% | $181 | 加仓 |
| CAT | CATERPILLAR INC | $114.63万 | 0.28% | 1,618 | 0 | 0.0% | — | 不变 |
| GII | SPDR INDEX SHS FDS | $107.99万 | 0.27% | 14,205 | 9,961 | 234.7% | $75.72万 | 加仓 |
| IYJ | ISHARES TR | $106.35万 | 0.26% | 7,208 | 2,058 | 40.0% | $30.36万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $105.09万 | 0.26% | 16,400 | -3,052 | -15.7% | -$19.56万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $100.48万 | 0.25% | 20,794 | -3,204 | -13.4% | -$15.48万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.94万 | 0.25% | 2,086 | -8,374 | -80.1% | -$401.19万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $99.76万 | 0.25% | 13,640 | -2,805 | -17.1% | -$20.52万 | 减仓 |
| IGV | ISHARES TR | $99.05万 | 0.24% | 12,374 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $94.30万 | 0.23% | 11,503 | -1,924 | -14.3% | -$15.77万 | 减仓 |
| AMGN | AMGEN INC | $90.64万 | 0.22% | 2,576 | -233 | -8.3% | -$8.20万 | 减仓 |
| SO | SOUTHERN CO | $89.03万 | 0.22% | 9,224 | -87 | -0.9% | -$8,397 | 减仓 |
| BE | BLOOM ENERGY CORP | $88.23万 | 0.22% | 6,512 | 2,806 | 75.7% | $38.02万 | 加仓 |
| RKLB | ROCKET LAB CORP | $82.06万 | 0.20% | 12,778 | 4,540 | 55.1% | $29.16万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $79.81万 | 0.20% | 21,681 | 14,410 | 198.2% | $53.04万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $79.25万 | 0.20% | 17,240 | -50 | -0.3% | -$2,298 | 减仓 |
| SGOL | ETFS GOLD TR | $78.70万 | 0.19% | 17,637 | 17,637 | — | $78.70万 | 新建仓 |