J. Mark Nickell & Co.
BRENTWOOD TN · SEC CIK 0001811161
$1.25亿2026Q2 申报市值
30持仓数
80.9%前十大占比 · 第一大 14.0%
6 / 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
ISHARES TR 新建仓+$1,479.52万
IMTB 新建仓+$86.73万
USXF 新建仓+$70.89万
USCL 新建仓+$67.65万
ZAP 新建仓+$30.70万
2026Q2 卖出最多 按季末市值估算
IUSB 清仓-$2,364.60万
QUAL 减仓-$1,451.16万
VOO 减仓-$1,075.61万
QLTY 减仓-$950.06万
JPST 减仓-$766.18万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -511,929 | -100.0% | -$2,364.60万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -30,048 | -100.0% | -$159.92万 | 清仓 |
| LCTU | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -16,430 | -100.0% | -$115.24万 | 清仓 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | -6,726 | -100.0% | -$88.85万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$47.32万 | 清仓 |
| — | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -14,286 | -100.0% | -$46.59万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -814 | -100.0% | -$45.84万 | 清仓 |
| DMXF | ISHARES TR | $0 | 0.00% | 0 | -5,550 | -100.0% | -$41.87万 | 清仓 |
| OEF | ISHARES TR | $22.35万 | 0.18% | 611 | -900 | -59.6% | -$32.93万 | 减仓 |
| DTCR | GLOBAL X FDS | $29.46万 | 0.23% | 9,699 | -18,731 | -65.9% | -$56.89万 | 减仓 |
| IHAK | ISHARES TR | $30.18万 | 0.24% | 4,971 | -4,673 | -48.5% | -$28.37万 | 减仓 |
| FWD | AB ACTIVE ETFS INC | $30.56万 | 0.24% | 2,063 | 2,063 | — | $30.56万 | 新建仓 |
| ZAP | GLOBAL X FDS | $30.70万 | 0.24% | 8,870 | 8,870 | — | $30.70万 | 新建仓 |
| ESGD | ISHARES TR | $31.59万 | 0.25% | 3,073 | -4,305 | -58.3% | -$44.26万 | 减仓 |
| IFRA | ISHARES TR | $34.16万 | 0.27% | 5,419 | -5,189 | -48.9% | -$32.71万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $35.86万 | 0.29% | 2,712 | -2,438 | -47.3% | -$32.24万 | 减仓 |
| MUNI | PIMCO ETF TR | $36.17万 | 0.29% | 6,877 | 282 | 4.3% | $1.48万 | 加仓 |
| — | ISHARES TR | $49.15万 | 0.39% | 8,413 | -6,027 | -41.7% | -$35.21万 | 减仓 |
| ESGU | ISHARES TR | $53.13万 | 0.42% | 3,246 | -3,608 | -52.6% | -$59.05万 | 减仓 |
| SUSB | ISHARES TR | $61.95万 | 0.49% | 24,790 | -31,938 | -56.3% | -$79.81万 | 减仓 |
| USCL | ISHARES TR | $67.65万 | 0.54% | 8,439 | 8,439 | — | $67.65万 | 新建仓 |
| USXF | ISHARES TR | $70.89万 | 0.57% | 4,594 | 4,594 | — | $70.89万 | 新建仓 |
| IMTB | ISHARES TR | $86.73万 | 0.69% | 16,311 | 16,311 | — | $86.73万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $171.55万 | 1.37% | 4,636 | -5,020 | -52.0% | -$185.76万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $251.55万 | 2.01% | 48,459 | -38,352 | -44.2% | -$199.09万 | 减仓 |
| IXN | ISHARES TR | $363.58万 | 2.90% | 25,165 | -34,813 | -58.0% | -$502.98万 | 减仓 |
| EMXC | ISHARES INC | $457.63万 | 3.65% | 44,734 | -38,747 | -46.4% | -$396.38万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $474.90万 | 3.79% | 90,734 | -71,261 | -44.0% | -$372.98万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $516.58万 | 4.12% | 55,320 | -41,753 | -43.0% | -$389.89万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $590.97万 | 4.71% | 186,368 | -151,751 | -44.9% | -$481.20万 | 减仓 |
| IVW | ISHARES TR | $620.21万 | 4.95% | 45,096 | -45,172 | -50.0% | -$621.25万 | 减仓 |
| PYLD | PIMCO ETF TR | $718.79万 | 5.73% | 271,036 | -198,012 | -42.2% | -$525.13万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $821.99万 | 6.56% | 152,164 | -125,827 | -45.3% | -$679.72万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,089.22万 | 8.69% | 215,388 | -151,509 | -41.3% | -$766.18万 | 减仓 |
| QLTY | GMO ETF TRUST | $1,226.25万 | 9.78% | 294,630 | -228,270 | -43.7% | -$950.06万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,323.76万 | 10.56% | 19,274 | -15,661 | -44.8% | -$1,075.61万 | 减仓 |
| — | ISHARES TR | $1,479.52万 | 11.80% | 320,589 | 320,589 | — | $1,479.52万 | 新建仓 |
| QUAL | ISHARES TR | $1,759.48万 | 14.03% | 80,184 | -66,133 | -45.2% | -$1,451.16万 | 减仓 |