J. Mark Nickell & Co.
BRENTWOOD TN · SEC CIK 0001811161
$2.07亿2026Q1 申报市值
32持仓数
80.2%前十大占比 · 第一大 13.5%
3 / 1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
IUSB 加仓+$1,208.02万
QUAL 加仓+$1,176.72万
QLTY 加仓+$1,145.02万
JPST 加仓+$947.49万
VOO 加仓+$854.32万
2026Q1 卖出最多 按季末市值估算
GLOBAL X FDS 清仓-$24.92万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $2,806.51万 | 13.55% | 146,317 | 61,348 | 72.2% | $1,176.72万 | 加仓 |
| IUSB | ISHARES TR | $2,364.60万 | 11.42% | 511,929 | 261,532 | 104.4% | $1,208.02万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,087.55万 | 10.08% | 34,935 | 14,297 | 69.3% | $854.32万 | 加仓 |
| QLTY | GMO ETF TRUST | $1,891.85万 | 9.13% | 522,900 | 316,479 | 153.3% | $1,145.02万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,856.87万 | 8.96% | 366,897 | 187,214 | 104.2% | $947.49万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,467.24万 | 7.08% | 277,991 | 127,869 | 85.2% | $674.89万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,228.91万 | 5.93% | 469,048 | 235,397 | 100.7% | $616.74万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,037.35万 | 5.01% | 338,119 | 162,050 | 92.0% | $497.17万 | 加仓 |
| IVW | ISHARES TR | $1,021.02万 | 4.93% | 90,268 | 44,340 | 96.5% | $501.53万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $858.71万 | 4.15% | 97,073 | 47,619 | 96.3% | $421.24万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $841.24万 | 4.06% | 161,995 | 78,311 | 93.6% | $406.67万 | 加仓 |
| EMXC | ISHARES INC | $656.66万 | 3.17% | 83,481 | 45,872 | 122.0% | $360.83万 | 加仓 |
| IXN | ISHARES TR | $599.60万 | 2.89% | 59,978 | 29,589 | 97.4% | $295.80万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $449.98万 | 2.17% | 86,811 | 42,421 | 95.6% | $219.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $309.77万 | 1.50% | 9,656 | 3,411 | 54.6% | $109.43万 | 加仓 |
| IGIB | ISHARES TR | $159.92万 | 0.77% | 30,048 | 14,922 | 98.7% | $79.41万 | 加仓 |
| SUSB | ISHARES TR | $142.19万 | 0.69% | 56,728 | 28,364 | 100.0% | $71.09万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $115.24万 | 0.56% | 16,430 | 8,215 | 100.0% | $57.62万 | 加仓 |
| ESGU | ISHARES TR | $96.93万 | 0.47% | 6,854 | 927 | 15.6% | $13.11万 | 加仓 |
| SUSA | ISHARES TR | $88.85万 | 0.43% | 6,726 | 3,363 | 100.0% | $44.43万 | 加仓 |
| ESGD | ISHARES TR | $70.55万 | 0.34% | 7,378 | 3,689 | 100.0% | $35.27万 | 加仓 |
| — | ISHARES TR | $68.93万 | 0.33% | 14,440 | 7,220 | 100.0% | $34.47万 | 加仓 |
| DTCR | GLOBAL X FDS | $68.12万 | 0.33% | 28,430 | 14,077 | 98.1% | $33.73万 | 加仓 |
| IFRA | ISHARES TR | $60.68万 | 0.29% | 10,608 | 5,304 | 100.0% | $30.34万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $57.82万 | 0.28% | 5,150 | 2,575 | 100.0% | $28.91万 | 加仓 |
| OEF | ISHARES TR | $48.06万 | 0.23% | 1,511 | 718 | 90.5% | $22.84万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $47.32万 | 0.23% | 1,000 | 1,000 | — | $47.32万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $46.59万 | 0.22% | 14,286 | 7,143 | 100.0% | $23.30万 | 加仓 |
| DE | DEERE & CO | $45.84万 | 0.22% | 814 | 814 | — | $45.84万 | 新建仓 |
| IHAK | ISHARES TR | $42.10万 | 0.20% | 9,644 | 4,869 | 102.0% | $21.25万 | 加仓 |
| DMXF | ISHARES TR | $41.87万 | 0.20% | 5,550 | 2,775 | 100.0% | $20.94万 | 加仓 |
| MUNI | PIMCO ETF TR | $34.42万 | 0.17% | 6,595 | 6,595 | — | $34.42万 | 新建仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -8,466 | -100.0% | -$24.92万 | 清仓 |