M. Kulyk & Associates, LLC
DECATUR GA · SEC CIK 0001842370
$6.13亿2026Q2 申报市值
113持仓数
46.3%前十大占比 · 第一大 12.9%
6 / 13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
PNC 新建仓+$1,462.15万
ING 新建仓+$1,117.71万
LRCX 加仓+$746.67万
AVGO 加仓+$739.38万
AAPL 加仓+$738.79万
2026Q2 卖出最多 按季末市值估算
GLW 减仓-$641.18万
TSM 减仓-$557.94万
CCJ 减仓-$475.33万
STLD 减仓-$435.59万
INTU 清仓-$433.89万
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 |
|---|---|---|---|---|---|---|---|---|
| TFC | TRUIST FINL CORP | $26.88万 | 0.04% | 5,395 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $26.86万 | 0.04% | 2,404 | 4 | 0.2% | $447 | 加仓 |
| AMGN | AMGEN INC | $26.84万 | 0.04% | 741 | -405 | -35.3% | -$14.67万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.67万 | 0.04% | 537 | 52 | 10.7% | $2.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $25.46万 | 0.04% | 371 | -206 | -35.7% | -$14.14万 | 重新持有 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $25.27万 | 0.04% | 2,512 | 2,512 | — | $25.27万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $25.22万 | 0.04% | 4,010 | -58 | -1.4% | -$3,648 | 减仓 |
| SYK | STRYKER CORPORATION | $25.09万 | 0.04% | 797 | -8 | -1.0% | -$2,519 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $23.72万 | 0.04% | 114 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $23.44万 | 0.04% | 1,045 | 1 | 0.1% | $224 | 加仓 |
| EFA | ISHARES TR | $22.07万 | 0.04% | 2,125 | -150 | -6.6% | -$1.56万 | 减仓 |
| WAT | WATERS CORP | $21.71万 | 0.04% | 579 | -3,794 | -86.8% | -$142.29万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $21.62万 | 0.04% | 584 | -440 | -43.0% | -$16.29万 | 减仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -10,035 | -100.0% | -$433.89万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -22,033 | -100.0% | -$260.45万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -14,927 | -100.0% | -$78.84万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -3,019 | -100.0% | -$38.43万 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -3,593 | -100.0% | -$25.28万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,621 | -100.0% | -$25.17万 | 清仓 |
| IMCV | ISHARES TR | $0 | 0.00% | 0 | -2,876 | -100.0% | -$24.38万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,085 | -100.0% | -$22.56万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,086 | -100.0% | -$21.41万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,260 | -100.0% | -$21.38万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -244 | -100.0% | -$21.11万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,122 | -100.0% | -$20.14万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -11,672 | -100.0% | -$17.45万 | 清仓 |