Nicholas Wealth, LLC.
MARIETTA GA · SEC CIK 0001911391
$1.82亿2026Q2 申报市值
127持仓数
35.0%前十大占比 · 第一大 12.2%
16 / 2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
TMO 新建仓+$114.36万
PGY 加仓+$113.24万
SYM 新建仓+$100.27万
BUFD 加仓+$84.52万
BOXX 加仓+$63.78万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$175.40万
DELL 减仓-$168.53万
NBIS 减仓-$148.91万
OSCR 清仓-$92.07万
TIDAL TRUST II 减仓-$70.67万
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 |
|---|---|---|---|---|---|---|---|---|
| — | TIDAL TRUST I | $50.13万 | 0.27% | 21,303 | -279 | -1.3% | -$6,566 | 减仓 |
| IVV | ISHARES TR | $50.06万 | 0.27% | 668 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.39万 | 0.25% | 907 | 349 | 62.5% | $17.46万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $42.32万 | 0.23% | 1,382 | 1,382 | — | $42.32万 | 新建仓 |
| CSCO | CISCO SYS INC | $41.69万 | 0.23% | 3,550 | 962 | 37.2% | $11.30万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $36.32万 | 0.20% | 4,216 | 4,216 | — | $36.32万 | 新建仓 |
| CAT | CATERPILLAR INC | $34.67万 | 0.19% | 326 | 326 | — | $34.67万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $34.12万 | 0.19% | 821 | 205 | 33.3% | $8.52万 | 重新持有 |
| IEFA | ISHARES TR | $32.64万 | 0.18% | 3,380 | -349 | -9.4% | -$3.37万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $32.53万 | 0.18% | 879 | 2 | 0.2% | $740 | 加仓 |
| IDEV | ISHARES TR | $31.32万 | 0.17% | 3,519 | 982 | 38.7% | $8.74万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $30.48万 | 0.17% | 11,099 | -23 | -0.2% | -$632 | 减仓 |
| QXO | QXO INC | $27.99万 | 0.15% | 16,196 | 3,833 | 31.0% | $6.62万 | 加仓 |
| AMAT | APPLIED MATLS INC | $27.91万 | 0.15% | 386 | 386 | — | $27.91万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $27.40万 | 0.15% | 713 | -133 | -15.7% | -$5.11万 | 重新持有 |
| CB | CHUBB LIMITED | $25.86万 | 0.14% | 759 | -20 | -2.6% | -$6,814 | 减仓 |
| VTV | VANGUARD INDEX FDS | $25.73万 | 0.14% | 1,181 | 1,181 | — | $25.73万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $25.50万 | 0.14% | 346 | -128 | -27.0% | -$9.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $25.41万 | 0.14% | 1,000 | 1,000 | — | $25.41万 | 新建仓 |
| ALAB | ASTERA LABS INC | $24.20万 | 0.13% | 501 | 501 | — | $24.20万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $23.04万 | 0.13% | 1,571 | 1,571 | — | $23.04万 | 新建仓 |
| SE | SEA LTD | $22.86万 | 0.13% | 2,386 | 2,386 | — | $22.86万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $22.34万 | 0.12% | 438 | -81 | -15.6% | -$4.13万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $21.88万 | 0.12% | 1,418 | 1,418 | — | $21.88万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.45万 | 0.11% | 174 | 174 | — | $20.45万 | 新建仓 |
| C | CITIGROUP INC | $20.42万 | 0.11% | 1,459 | 1,459 | — | $20.42万 | 新建仓 |
| AGG | ISHARES TR | $20.31万 | 0.11% | 2,052 | 2,052 | — | $20.31万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -10,338 | -100.0% | -$175.40万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | -80,268 | -100.0% | -$92.07万 | 清仓 |