Nicholson Wealth Management Group, LLC
CHARLESTOWN SC · SEC CIK 0002035982
$1.70亿2026Q2 申报市值
111持仓数
21.0%前十大占比 · 第一大 3.3%
5 / 9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
JPM 加仓+$144.61万
FV 新建仓+$24.46万
DE 新建仓+$22.46万
ETN 新建仓+$21.65万
FIRST TR EXCHANG 新建仓+$20.46万
2026Q2 卖出最多 按季末市值估算
PSX 清仓-$235.10万
ACN 清仓-$140.73万
FDS 清仓-$137.66万
MKC 清仓-$135.63万
INTU 清仓-$120.37万
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 |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | $224.29万 | 1.32% | 4,322 | -120 | -2.7% | -$6.23万 | 减仓 |
| CB | CHUBB LIMITED | $224.75万 | 1.32% | 6,596 | -160 | -2.4% | -$5.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $227.17万 | 1.34% | 6,940 | 4,418 | 175.2% | $144.61万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $227.89万 | 1.34% | 5,483 | -178 | -3.1% | -$7.40万 | 减仓 |
| AVGO | BROADCOM INC | $230.13万 | 1.36% | 6,092 | -200 | -3.2% | -$7.56万 | 减仓 |
| PEP | PEPSICO INC | $239.38万 | 1.41% | 17,680 | -317 | -1.8% | -$4.29万 | 减仓 |
| APH | AMPHENOL CORP | $248.42万 | 1.46% | 14,089 | -133 | -0.9% | -$2.35万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $248.62万 | 1.46% | 16,955 | -418 | -2.4% | -$6.13万 | 减仓 |
| GWW | WW GRAINGER INC | $249.77万 | 1.47% | 1,836 | -100 | -5.2% | -$13.60万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $263.93万 | 1.55% | 10,392 | -434 | -4.0% | -$11.02万 | 减仓 |
| ADI | ANALOG DEVICES INC | $272.54万 | 1.61% | 6,862 | -385 | -5.3% | -$15.29万 | 减仓 |
| LLY | ELI LILLY & CO | $275.63万 | 1.62% | 2,298 | -9 | -0.4% | -$1.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $287.04万 | 1.69% | 7,695 | 4 | 0.1% | $1,492 | 加仓 |
| TXN | TEXAS INSTRS INC | $291.04万 | 1.71% | 9,764 | -620 | -6.0% | -$18.48万 | 减仓 |
| CSCO | CISCO SYS INC | $296.26万 | 1.75% | 25,222 | -1,637 | -6.1% | -$19.23万 | 减仓 |
| AAPL | APPLE INC | $325.72万 | 1.92% | 11,256 | -8 | -0.1% | -$2,315 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $349.43万 | 2.06% | 76,245 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $415.89万 | 2.45% | 11,239 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $501.78万 | 2.96% | 7,306 | -244 | -3.2% | -$16.76万 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $552.42万 | 3.25% | 1,619,993 | 1,000 | 0.1% | $3,410 | 加仓 |