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 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -14,259 | -100.0% | -$189.25万 | 清仓 |
| APD | AIR PRODS & CHEMS INC | $0 | 0.00% | 0 | -7,162 | -100.0% | -$176.92万 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -62,611 | -100.0% | -$163.16万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SES AI CORPORATION | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.80万 | 清仓 |
| — | PROSHARES TR II | $17.47万 | 0.10% | 21,002 | 21,002 | — | $17.47万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $20.29万 | 0.12% | 1,549 | -431 | -21.8% | -$5.65万 | 减仓 |
| VO | VANGUARD INDEX FDS | $20.50万 | 0.12% | 714 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $20.91万 | 0.12% | 1,500 | 1,500 | — | $20.91万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $21.61万 | 0.13% | 1,692 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $21.88万 | 0.13% | 335 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $21.99万 | 0.13% | 6,392 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $22.46万 | 0.13% | 4,153 | -1,700 | -29.0% | -$9.20万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.49万 | 0.13% | 3,510 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $22.72万 | 0.13% | 790 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $23.56万 | 0.14% | 4,832 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $24.37万 | 0.14% | 1,170 | -545 | -31.8% | -$11.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $26.16万 | 0.15% | 1,500 | 1,500 | — | $26.16万 | 新建仓 |
| GOOG | ALPHABET INC | $26.16万 | 0.15% | 912 | -17 | -1.8% | -$4,877 | 减仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $26.25万 | 0.15% | 10,083 | 10,083 | — | $26.25万 | 新建仓 |
| WAT | WATERS CORP | $27.75万 | 0.16% | 932 | 932 | — | $27.75万 | 新建仓 |
| NUE | NUCOR CORP | $32.65万 | 0.19% | 1,931 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $35.80万 | 0.21% | 3,455 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $36.81万 | 0.21% | 1,517 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.81万 | 0.22% | 789 | 31 | 4.1% | $1.49万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $37.89万 | 0.22% | 7,652 | 7,652 | — | $37.89万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.00万 | 0.23% | 1,609 | -29 | -1.8% | -$7,029 | 减仓 |
| NFLX | NETFLIX INC. 看跌期权 | $42.31万 | 0.25% | 4,400 | 4,400 | — | $42.31万 | 新建仓 |
| NFLX | NETFLIX INC. | $42.88万 | 0.25% | 4,460 | -300 | -6.3% | -$2.88万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $52.75万 | 0.31% | 10,609 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $54.54万 | 0.32% | 945 | -3 | -0.3% | -$1,732 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $56.09万 | 0.33% | 16,608 | -334 | -2.0% | -$1.13万 | 减仓 |
| SLV | ISHARES SILVER TR | $58.44万 | 0.34% | 8,576 | 1,150 | 15.5% | $7.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $59.09万 | 0.34% | 3,388 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $62.35万 | 0.36% | 3,249 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $63.68万 | 0.37% | 1,713 | 5 | 0.3% | $1,859 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $64.01万 | 0.37% | 6,919 | -192 | -2.7% | -$1.78万 | 减仓 |
| CVX | CHEVRON CORPORATION | $67.16万 | 0.39% | 3,246 | 350 | 12.1% | $7.24万 | 加仓 |
| KO | COCA COLA CO | $72.03万 | 0.42% | 9,472 | 126 | 1.3% | $9,582 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $74.19万 | 0.43% | 2,522 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $98.52万 | 0.57% | 234 | 234 | — | $98.52万 | 新建仓 |
| — | EXXON MOBIL CORP | $100.79万 | 0.59% | 5,941 | -1,534 | -20.5% | -$26.03万 | 减仓 |
| INTU | INTUIT | $120.37万 | 0.70% | 2,784 | 355 | 14.6% | $15.35万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $130.72万 | 0.76% | 8,045 | 510 | 6.8% | $8.29万 | 加仓 |
| MKC | MCCORMICK & CO INC | $135.63万 | 0.79% | 26,890 | -105 | -0.4% | -$5,296 | 减仓 |
| FDS | FACTSET RESH SYS INC | $137.66万 | 0.80% | 6,344 | 19 | 0.3% | $4,123 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $140.73万 | 0.82% | 7,097 | 215 | 3.1% | $4.26万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $144.34万 | 0.84% | 4,079 | 416 | 11.4% | $14.72万 | 加仓 |
| CHCO | CITY HLDG CO | $147.55万 | 0.86% | 12,345 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $148.80万 | 0.87% | 32,847 | 647 | 2.0% | $2.93万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $149.07万 | 0.87% | 9,481 | 266 | 2.9% | $4.18万 | 加仓 |
| SPGI | S&P GLOBAL INC | $151.80万 | 0.88% | 3,569 | 86 | 2.5% | $3.66万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $151.84万 | 0.88% | 7,473 | 321 | 4.5% | $6.52万 | 加仓 |
| PAYX | PAYCHEX INC | $151.95万 | 0.88% | 16,495 | 689 | 4.4% | $6.35万 | 加仓 |
| CTAS | CINTAS CORP | $152.63万 | 0.89% | 9,024 | 395 | 4.6% | $6.68万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $153.18万 | 0.89% | 5,661 | 133 | 2.4% | $3.60万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $157.72万 | 0.92% | 5,648 | 433 | 8.3% | $12.09万 | 加仓 |
| BRO | BROWN & BROWN INC | $158.62万 | 0.92% | 24,325 | 1,755 | 7.8% | $11.44万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $160.30万 | 0.93% | 15,613 | 1,053 | 7.2% | $10.81万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $161.15万 | 0.94% | 10,197 | -211 | -2.0% | -$3.33万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $162.09万 | 0.94% | 32,944 | -1,308 | -3.8% | -$6.44万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $164.40万 | 0.96% | 3,945 | 3,945 | — | $164.40万 | 新建仓 |
| XYL | XYLEM INC | $165.19万 | 0.96% | 13,823 | 246 | 1.8% | $2.94万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $165.36万 | 0.96% | 10,514 | -333 | -3.1% | -$5.24万 | 减仓 |
| SYK | STRYKER CORPORATION | $167.29万 | 0.97% | 5,091 | 35 | 0.7% | $1.15万 | 加仓 |
| MDT | MEDTRONIC PLC | $167.36万 | 0.97% | 19,314 | 278 | 1.5% | $2.41万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $168.74万 | 0.98% | 3,377 | 128 | 3.9% | $6.40万 | 加仓 |
| LOW | LOWES COS INC | $174.38万 | 1.01% | 7,380 | -360 | -4.7% | -$8.51万 | 减仓 |
| WRB | BERKLEY W R CORP | $177.90万 | 1.04% | 26,841 | 2,332 | 9.5% | $15.46万 | 加仓 |
| ZTS | ZOETIS INC | $179.23万 | 1.04% | 15,162 | 508 | 3.5% | $6.01万 | 加仓 |
| ECL | ECOLAB INC | $179.67万 | 1.05% | 6,754 | -110 | -1.6% | -$2.93万 | 减仓 |
| APH | AMPHENOL CORP | $179.69万 | 1.05% | 14,222 | -238 | -1.6% | -$3.01万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $180.25万 | 1.05% | 5,623 | -140 | -2.4% | -$4.49万 | 减仓 |
| PPG | PPG INDS INC | $180.78万 | 1.05% | 16,914 | -1,058 | -5.9% | -$11.31万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $183.11万 | 1.07% | 7,035 | 71 | 1.0% | $1.85万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $183.86万 | 1.07% | 13,510 | 830 | 6.5% | $11.30万 | 加仓 |
| GLD | SPDR GOLD TR | $185.24万 | 1.08% | 4,305 | 329 | 8.3% | $14.16万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $187.58万 | 1.09% | 32,543 | 455 | 1.4% | $2.62万 | 加仓 |
| AFL | AFLAC INC | $189.05万 | 1.10% | 17,232 | 80 | 0.5% | $8,777 | 加仓 |
| V | VISA INC | $190.41万 | 1.11% | 6,300 | 294 | 4.9% | $8.89万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $190.86万 | 1.11% | 22,394 | -169 | -0.7% | -$1.44万 | 减仓 |
| WM | WASTE MGMT INC DEL | $190.93万 | 1.11% | 8,309 | 8,309 | — | $190.93万 | 新建仓 |
| O | REALTY INCOME CORP | $190.99万 | 1.11% | 31,217 | 440 | 1.4% | $2.69万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $191.08万 | 1.11% | 20,476 | -553 | -2.6% | -$5.16万 | 减仓 |
| PLD | PROLOGIS INC. | $192.90万 | 1.12% | 14,594 | 248 | 1.7% | $3.28万 | 加仓 |
| AVGO | BROADCOM INC | $194.74万 | 1.13% | 6,292 | -121 | -1.9% | -$3.75万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $198.11万 | 1.15% | 4,565 | 4,565 | — | $198.11万 | 新建仓 |
| CMS | CMS ENERGY CORP | $199.01万 | 1.16% | 25,652 | 681 | 2.7% | $5.28万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $199.28万 | 1.16% | 2,226 | -113 | -4.8% | -$10.12万 | 减仓 |
| COR | CENCORA INC | $200.77万 | 1.17% | 6,391 | -92 | -1.4% | -$2.89万 | 减仓 |
| HD | HOME DEPOT INC | $201.12万 | 1.17% | 6,115 | -1 | -0.0% | -$329 | 减仓 |
| TXN | TEXAS INSTRS INC | $201.60万 | 1.17% | 10,384 | -247 | -2.3% | -$4.80万 | 减仓 |
| SO | SOUTHERN CO | $203.87万 | 1.19% | 21,122 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $208.40万 | 1.21% | 26,859 | -49 | -0.2% | -$3,802 | 减仓 |
| NJR | NEW JERSEY RES CORP | $210.82万 | 1.23% | 38,387 | 1,205 | 3.2% | $6.62万 | 加仓 |
| AMGN | AMGEN INC | $210.83万 | 1.23% | 5,992 | -27 | -0.4% | -$9,500 | 减仓 |
| GWW | WW GRAINGER INC | $211.18万 | 1.23% | 1,936 | -1 | -0.1% | -$1,091 | 减仓 |
| LLY | ELI LILLY & CO | $212.19万 | 1.23% | 2,307 | -112 | -4.6% | -$10.30万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $213.18万 | 1.24% | 18,414 | 663 | 3.7% | $7.68万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $213.38万 | 1.24% | 6,217 | -108 | -1.7% | -$3.71万 | 减仓 |