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 |
|---|---|---|---|---|---|---|---|---|
| STIP | ISHARES TR | $7,516.05万 | 14.03% | 726,680 | 197,087 | 37.2% | $2,038.47万 | 加仓 |
| SGOV | ISHARES TR | $2,735.62万 | 5.11% | 271,768 | -11,634 | -4.1% | -$117.11万 | 减仓 |
| GOOGL | ALPHABET INC | $2,497.57万 | 4.66% | 86,854 | 434 | 0.5% | $12.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,168.63万 | 4.05% | 124,348 | 1,838 | 1.5% | $32.05万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,873.15万 | 3.50% | 55,427 | -206 | -0.4% | -$6.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,761.96万 | 3.29% | 47,599 | 2,576 | 5.7% | $95.36万 | 加仓 |
| SHV | ISHARES TR | $1,712.46万 | 3.20% | 155,128 | -7,021 | -4.3% | -$77.50万 | 减仓 |
| AAPL | APPLE INC | $1,503.64万 | 2.81% | 59,248 | 1,229 | 2.1% | $31.19万 | 加仓 |
| CSCO | CISCO SYS INC | $1,442.88万 | 2.69% | 185,962 | 4,751 | 2.6% | $36.86万 | 加仓 |
| V | VISA INC | $1,415.42万 | 2.64% | 46,831 | 2,704 | 6.1% | $81.73万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,200.07万 | 2.24% | 39,674 | 527 | 1.3% | $15.94万 | 加仓 |
| MRK | MERCK & CO INC | $1,181.18万 | 2.20% | 98,194 | 577 | 0.6% | $6.94万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,150.81万 | 2.15% | 14,895 | 91 | 0.6% | $7.03万 | 加仓 |
| CCJ | CAMECO CORP | $1,147.68万 | 2.14% | 105,670 | -1,313 | -1.2% | -$14.26万 | 减仓 |
| UL | UNILEVER PLC | $1,105.06万 | 2.06% | 193,973 | 12,500 | 6.9% | $71.21万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,027.14万 | 1.92% | 73,699 | -270 | -0.4% | -$3.76万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,005.40万 | 1.88% | 14 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO NEW | $970.86万 | 1.81% | 525,075 | 100 | 0.0% | $1,849 | 加仓 |
| PG | PROCTER & GAMBLE CO | $952.20万 | 1.78% | 65,923 | 4,583 | 7.5% | $66.20万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $938.06万 | 1.75% | 100,997 | 2,028 | 2.0% | $18.84万 | 加仓 |
| HD | HOME DEPOT INC | $916.48万 | 1.71% | 27,866 | 750 | 2.8% | $24.67万 | 加仓 |
| GLW | CORNING INC | $890.61万 | 1.66% | 65,501 | -2,274 | -3.4% | -$30.92万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $854.67万 | 1.60% | 65,267 | 558 | 0.9% | $7.31万 | 加仓 |
| ECL | ECOLAB INC | $820.63万 | 1.53% | 30,848 | 863 | 2.9% | $22.96万 | 加仓 |
| CSX | CSX CORP | $808.67万 | 1.51% | 196,997 | 2,455 | 1.3% | $10.08万 | 加仓 |
| NGG | NATIONAL GRID PLC | $770.95万 | 1.44% | 91,129 | 4,061 | 4.7% | $34.36万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $695.54万 | 1.30% | 44,237 | 1,449 | 3.4% | $22.78万 | 加仓 |
| BLK | BLACKROCK INC | $672.41万 | 1.25% | 6,992 | 182 | 2.7% | $17.50万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $620.48万 | 1.16% | 23,255 | 694 | 3.1% | $18.52万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $584.79万 | 1.09% | 11,704 | 1,134 | 10.7% | $56.66万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $567.15万 | 1.06% | 28,602 | 1,504 | 5.6% | $29.82万 | 加仓 |
| PLD | PROLOGIS INC. | $566.92万 | 1.06% | 42,890 | 642 | 1.5% | $8.49万 | 加仓 |
| NVO | NOVO-NORDISK A S | $559.74万 | 1.04% | 152,311 | 71 | 0.0% | $2,609 | 加仓 |
| XYL | XYLEM INC | $550.50万 | 1.03% | 46,067 | 3,216 | 7.5% | $38.43万 | 加仓 |
| FSLR | FIRST SOLAR INC | $524.95万 | 0.98% | 26,612 | 1,038 | 4.1% | $20.48万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $445.08万 | 0.83% | 25,790 | 1,302 | 5.3% | $22.47万 | 加仓 |
| INTU | INTUIT | $433.89万 | 0.81% | 10,035 | 868 | 9.5% | $37.53万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $422.40万 | 0.79% | 15,126 | 605 | 4.2% | $16.89万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $415.12万 | 0.77% | 23,062 | 865 | 3.9% | $15.57万 | 加仓 |
| CRM | SALESFORCE INC | $410.82万 | 0.77% | 22,008 | 1,064 | 5.1% | $19.86万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $337.91万 | 0.63% | 18,533 | 217 | 1.2% | $3.96万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $312.21万 | 0.58% | 88,094 | 88,094 | — | $312.21万 | 新建仓 |
| LLY | ELI LILLY & CO | $291.57万 | 0.54% | 3,170 | 2,948 | 1,327.9% | $271.15万 | 加仓 |
| RY | ROYAL BK CDA | $281.02万 | 0.52% | 17,370 | -2,696 | -13.4% | -$43.62万 | 减仓 |
| ZTS | ZOETIS INC | $260.45万 | 0.49% | 22,033 | 810 | 3.8% | $9.58万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $249.51万 | 0.47% | 102,302 | 102,302 | — | $249.51万 | 新建仓 |
| DIS | DISNEY WALT CO | $247.25万 | 0.46% | 25,654 | 37 | 0.1% | $3,566 | 加仓 |
| KO | COCA COLA CO | $206.19万 | 0.38% | 27,113 | 150 | 0.6% | $1.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $135.52万 | 0.25% | 2,828 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $132.60万 | 0.25% | 3,110 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $130.23万 | 0.24% | 4,373 | 4,373 | — | $130.23万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $127.74万 | 0.24% | 2,874 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $122.42万 | 0.23% | 12,802 | 12,802 | — | $122.42万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $120.70万 | 0.23% | 45,359 | 4,231 | 10.3% | $11.26万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $107.45万 | 0.20% | 5,029 | 5,029 | — | $107.45万 | 新建仓 |
| WAB | WABTEC | $99.96万 | 0.19% | 4,000 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $97.75万 | 0.18% | 39,495 | 9,646 | 32.3% | $23.87万 | 加仓 |
| IVV | ISHARES TR | $94.19万 | 0.18% | 1,442 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $85.57万 | 0.16% | 3,935 | 13 | 0.3% | $2,827 | 加仓 |
| NKE | NIKE INC | $78.84万 | 0.15% | 14,927 | -95,546 | -86.5% | -$504.68万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $75.27万 | 0.14% | 14,926 | 14,926 | — | $75.27万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $73.41万 | 0.14% | 7,868 | -2,122 | -21.2% | -$19.80万 | 减仓 |
| QQQ | INVESCO QQQ TR | $73.02万 | 0.14% | 1,265 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $68.65万 | 0.13% | 27,559 | 5,859 | 27.0% | $14.59万 | 加仓 |
| AVGO | BROADCOM INC | $64.19万 | 0.12% | 2,074 | 89 | 4.5% | $2.75万 | 加仓 |
| LOW | LOWES COS INC | $63.35万 | 0.12% | 2,681 | 21 | 0.8% | $4,962 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $62.17万 | 0.12% | 956 | -50 | -5.0% | -$3.25万 | 减仓 |
| HEDJ | WISDOMTREE TR | $61.79万 | 0.12% | 11,815 | -18,842 | -61.5% | -$98.54万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $58.93万 | 0.11% | 9,983 | -2,215 | -18.2% | -$13.07万 | 减仓 |
| GLD | SPDR GOLD TR | $54.47万 | 0.10% | 1,266 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $53.98万 | 0.10% | 10,820 | 3,169 | 41.4% | $15.81万 | 加仓 |
| GOOG | ALPHABET INC | $49.92万 | 0.09% | 1,740 | 67 | 4.0% | $1.92万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $48.91万 | 0.09% | 2,001 | 92 | 4.8% | $2.25万 | 加仓 |
| DVY | ISHARES TR | $48.88万 | 0.09% | 3,228 | -130 | -3.9% | -$1.97万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $48.02万 | 0.09% | 9,281 | 137 | 1.5% | $7,089 | 加仓 |
| SPTS | SPDR SERIES TRUST | $45.61万 | 0.09% | 15,629 | 1,458 | 10.3% | $4.25万 | 加仓 |
| CMF | ISHARES TR | $45.06万 | 0.08% | 7,925 | 7,925 | — | $45.06万 | 新建仓 |
| MMM | 3M CO | $44.66万 | 0.08% | 3,075 | 100 | 3.4% | $1.45万 | 加仓 |
| ADI | ANALOG DEVICES INC | $43.46万 | 0.08% | 1,366 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $42.63万 | 0.08% | 2,898 | -32 | -1.1% | -$4,708 | 减仓 |
| HCA | HCA HEALTHCARE INC | $40.84万 | 0.08% | 863 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $40.33万 | 0.08% | 1,146 | -328 | -22.3% | -$11.54万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $38.43万 | 0.07% | 3,019 | -17,897 | -85.6% | -$227.82万 | 减仓 |
| NVS | NOVARTIS AG | $38.00万 | 0.07% | 2,488 | 452 | 22.2% | $6.90万 | 加仓 |
| ABNB | AIRBNB INC | $37.87万 | 0.07% | 2,999 | -1,067 | -26.2% | -$13.47万 | 减仓 |
| ETN | EATON CORP PLC | $37.09万 | 0.07% | 1,037 | 48 | 4.9% | $1.72万 | 加仓 |
| TJX | TJX COS INC NEW | $35.34万 | 0.07% | 2,213 | 18 | 0.8% | $2,875 | 加仓 |
| AMZN | AMAZON COM INC | $34.18万 | 0.06% | 1,641 | -7 | -0.4% | -$1,458 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.13万 | 0.06% | 1,408 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $33.82万 | 0.06% | 3,836 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $33.11万 | 0.06% | 8,712 | 2,903 | 50.0% | $11.03万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $32.84万 | 0.06% | 1,024 | -164 | -13.8% | -$5.26万 | 减仓 |
| SBUX | STARBUCKS CORP | $31.51万 | 0.06% | 3,517 | -423 | -10.7% | -$3.79万 | 减仓 |
| IWM | ISHARES TR | $30.38万 | 0.06% | 1,225 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $29.88万 | 0.06% | 3,619 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $29.29万 | 0.05% | 520 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $28.10万 | 0.05% | 4,544 | 4,544 | — | $28.10万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $27.63万 | 0.05% | 770 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $27.61万 | 0.05% | 209 | 6 | 3.0% | $7,925 | 加仓 |
| SYK | STRYKER CORPORATION | $26.45万 | 0.05% | 805 | 8 | 1.0% | $2,629 | 加仓 |