Nicholas Wealth, LLC.
MARIETTA GA · SEC CIK 0001911391
$1.45亿2026Q1 申报市值
111持仓数
35.5%前十大占比 · 第一大 12.3%
21 / 7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
NBIS 加仓+$138.60万
MRK 新建仓+$132.86万
PAA 新建仓+$127.23万
BOXX 加仓+$124.34万
AMGN 新建仓+$115.72万
2026Q1 卖出最多 按季末市值估算
TIDAL TRUST II 减仓-$204.20万
CB 减仓-$127.39万
CYBERARK SOFTWAR 清仓-$118.16万
CELH 清仓-$112.88万
XYZ 清仓-$110.15万
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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $31.13万 | 0.21% | 4,145 | 4,145 | — | $31.13万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.37万 | 0.21% | 5,618 | 5,618 | — | $30.37万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $29.88万 | 0.21% | 1,105 | -133 | -10.7% | -$3.60万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.53万 | 0.20% | 11,122 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $28.13万 | 0.19% | 877 | 3 | 0.3% | $962 | 加仓 |
| QQQ | INVESCO QQQ TR | $27.35万 | 0.19% | 474 | 1 | 0.2% | $577 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.74万 | 0.18% | 558 | 106 | 23.5% | $5.08万 | 加仓 |
| CB | CHUBB LTD SWITZ | $25.38万 | 0.18% | 779 | -3,910 | -83.4% | -$127.39万 | 减仓 |
| QXO | QXO INC | $24.01万 | 0.17% | 12,363 | 1,146 | 10.2% | $2.23万 | 加仓 |
| IDEV | ISHARES TR | $21.20万 | 0.15% | 2,537 | 2,537 | — | $21.20万 | 新建仓 |
| CSCO | CISCO SYS INC | $20.08万 | 0.14% | 2,588 | 2,588 | — | $20.08万 | 新建仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -2,649 | -100.0% | -$118.16万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -24,679 | -100.0% | -$112.88万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -16,923 | -100.0% | -$110.15万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -3,769 | -100.0% | -$57.27万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -15,930 | -100.0% | -$47.15万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -559 | -100.0% | -$26.46万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPY | SPDR S&P 500 ETF TR 看跌期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$1.67万 | 清仓 |