Nicholson Wealth Management Group, LLC
CHARLESTOWN SC · SEC CIK 0002035982
$1.72亿2026Q1 申报市值
114持仓数
19.9%前十大占比 · 第一大 3.9%
11 / 4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
MSI 新建仓+$198.11万
WM 新建仓+$190.93万
TT 新建仓+$164.40万
BKNG 新建仓+$98.52万
PIZ 新建仓+$37.89万
2026Q1 卖出最多 按季末市值估算
EMR 清仓-$189.25万
APD 清仓-$176.92万
BF/B 清仓-$163.16万
VOO 减仓-$59.10万
EXXON MOBIL CORP 减仓-$26.03万
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 | $213.86万 | 1.24% | 23,025 | -240 | -1.0% | -$2.23万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $215.86万 | 1.26% | 11,686 | 199 | 1.7% | $3.68万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $217.22万 | 1.26% | 2,180 | -40 | -1.8% | -$3.99万 | 减仓 |
| MCD | MCDONALDS CORP | $218.58万 | 1.27% | 7,033 | -93 | -1.3% | -$2.89万 | 减仓 |
| CB | CHUBB LTD SWITZ | $220.20万 | 1.28% | 6,756 | 9 | 0.1% | $2,933 | 加仓 |
| LIN | LINDE PLC | $220.22万 | 1.28% | 4,442 | -121 | -2.7% | -$6.00万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $221.03万 | 1.29% | 6,404 | -736 | -10.3% | -$25.40万 | 减仓 |
| ADI | ANALOG DEVICES INC | $230.56万 | 1.34% | 7,247 | -592 | -7.6% | -$18.83万 | 减仓 |
| PSX | PHILLIPS 66 | $235.10万 | 1.37% | 12,905 | -362 | -2.7% | -$6.59万 | 减仓 |
| WMT | WALMART INC | $246.65万 | 1.44% | 19,846 | -1,265 | -6.0% | -$15.72万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $250.94万 | 1.46% | 17,373 | 149 | 0.9% | $2.15万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $264.63万 | 1.54% | 10,826 | -136 | -1.2% | -$3.32万 | 减仓 |
| PEP | PEPSICO INC | $279.48万 | 1.63% | 17,997 | 285 | 1.6% | $4.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $284.70万 | 1.66% | 7,691 | 234 | 3.1% | $8.66万 | 加仓 |
| AAPL | APPLE INC | $285.88万 | 1.66% | 11,264 | 332 | 3.0% | $8.43万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $315.81万 | 1.84% | 76,245 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $360.56万 | 2.10% | 11,239 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $451.15万 | 2.63% | 7,550 | -989 | -11.6% | -$59.10万 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $675.12万 | 3.93% | 1,618,993 | 1,000 | 0.1% | $4,170 | 加仓 |