M. Kulyk & Associates, LLC
DECATUR GA · SEC CIK 0001842370
$5.36亿2026Q1 申报市值
119持仓数
46.0%前十大占比 · 第一大 14.0%
12 / 0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
STIP 加仓+$2,038.47万
PHYS 新建仓+$312.21万
LLY 加仓+$271.15万
PSLV 新建仓+$249.51万
WAT 新建仓+$130.23万
2026Q1 卖出最多 按季末市值估算
NKE 减仓-$504.68万
J 减仓-$227.82万
SGOV 减仓-$117.11万
HEDJ 减仓-$98.54万
SHV 减仓-$77.50万
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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $938.06万 | 1.75% | 100,997 | 2,028 | 2.0% | $18.84万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $952.20万 | 1.78% | 65,923 | 4,583 | 7.5% | $66.20万 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $970.86万 | 1.81% | 525,075 | 100 | 0.0% | $1,849 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,005.40万 | 1.88% | 14 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1,027.14万 | 1.92% | 73,699 | -270 | -0.4% | -$3.76万 | 减仓 |
| UL | UNILEVER PLC | $1,105.06万 | 2.06% | 193,973 | 12,500 | 6.9% | $71.21万 | 加仓 |
| CCJ | CAMECO CORP | $1,147.68万 | 2.14% | 105,670 | -1,313 | -1.2% | -$14.26万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,150.81万 | 2.15% | 14,895 | 91 | 0.6% | $7.03万 | 加仓 |
| MRK | MERCK & CO INC | $1,181.18万 | 2.20% | 98,194 | 577 | 0.6% | $6.94万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,200.07万 | 2.24% | 39,674 | 527 | 1.3% | $15.94万 | 加仓 |
| V | VISA INC | $1,415.42万 | 2.64% | 46,831 | 2,704 | 6.1% | $81.73万 | 加仓 |
| CSCO | CISCO SYS INC | $1,442.88万 | 2.69% | 185,962 | 4,751 | 2.6% | $36.86万 | 加仓 |
| AAPL | APPLE INC | $1,503.64万 | 2.81% | 59,248 | 1,229 | 2.1% | $31.19万 | 加仓 |
| SHV | ISHARES TR | $1,712.46万 | 3.20% | 155,128 | -7,021 | -4.3% | -$77.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,761.96万 | 3.29% | 47,599 | 2,576 | 5.7% | $95.36万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,873.15万 | 3.50% | 55,427 | -206 | -0.4% | -$6.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,168.63万 | 4.05% | 124,348 | 1,838 | 1.5% | $32.05万 | 加仓 |
| GOOGL | ALPHABET INC | $2,497.57万 | 4.66% | 86,854 | 434 | 0.5% | $12.48万 | 加仓 |
| SGOV | ISHARES TR | $2,735.62万 | 5.11% | 271,768 | -11,634 | -4.1% | -$117.11万 | 减仓 |
| STIP | ISHARES TR | $7,516.05万 | 14.03% | 726,680 | 197,087 | 37.2% | $2,038.47万 | 加仓 |