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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -12,905 | -100.0% | -$235.10万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -7,097 | -100.0% | -$140.73万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -6,344 | -100.0% | -$137.66万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -26,890 | -100.0% | -$135.63万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -2,784 | -100.0% | -$120.37万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -932 | -100.0% | -$27.75万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$20.91万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,549 | -100.0% | -$20.29万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -21,002 | -100.0% | -$17.47万 | 清仓 |
| RTX | RTX CORPORATION | $20.45万 | 0.12% | 1,078 | 1,078 | — | $20.45万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $20.46万 | 0.12% | 3,040 | 3,040 | — | $20.46万 | 新建仓 |
| ETN | EATON CORP PLC | $21.65万 | 0.13% | 508 | 508 | — | $21.65万 | 新建仓 |
| DE | DEERE & CO | $22.46万 | 0.13% | 354 | 354 | — | $22.46万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $23.01万 | 0.14% | 2,856 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $23.40万 | 0.14% | 4,153 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $24.26万 | 0.14% | 6,392 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $24.46万 | 0.14% | 3,223 | 3,223 | — | $24.46万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.01万 | 0.15% | 3,510 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $25.09万 | 0.15% | 335 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $26.78万 | 0.16% | 1,692 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $27.53万 | 0.16% | 4,832 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $29.88万 | 0.18% | 836 | 46 | 5.8% | $1.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $30.01万 | 0.18% | 1,500 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $31.34万 | 0.18% | 887 | -25 | -2.7% | -$8,833 | 减仓 |
| AMZN | AMAZON COM INC | $31.39万 | 0.18% | 1,317 | 147 | 12.6% | $3.50万 | 加仓 |
| NFLX | NETFLIX INC. 看跌期权 | $31.42万 | 0.19% | 4,400 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.54万 | 0.19% | 1,333 | -28 | -2.1% | -$6,625 | 重新持有 |
| NFLX | NETFLIX INC. | $31.84万 | 0.19% | 4,460 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $32.97万 | 0.19% | 3,455 | 0 | 0.0% | — | 不变 |
| PIE | INVESCO EXCH TRADED FD TR II | $36.46万 | 0.21% | 10,919 | 836 | 8.3% | $2.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $39.48万 | 0.23% | 789 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $43.01万 | 0.25% | 1,931 | 0 | 0.0% | — | 不变 |
| PIZ | INVESCO EXCH TRADED FD TR II | $45.13万 | 0.27% | 8,073 | 421 | 5.5% | $2.35万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.89万 | 0.27% | 1,632 | 23 | 1.4% | $6,468 | 加仓 |
| SLV | ISHARES SILVER TR | $46.68万 | 0.28% | 8,731 | 155 | 1.8% | $8,288 | 加仓 |
| UNP | UNION PAC CORP | $46.70万 | 0.28% | 1,717 | 200 | 13.2% | $5.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $53.01万 | 0.31% | 3,198 | -48 | -1.5% | -$7,956 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $57.78万 | 0.34% | 10,609 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $59.49万 | 0.35% | 16,286 | -322 | -1.9% | -$1.18万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $68.76万 | 0.41% | 6,883 | -36 | -0.5% | -$3,596 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $69.13万 | 0.41% | 3,249 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $69.35万 | 0.41% | 3,466 | 78 | 2.3% | $1.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $69.59万 | 0.41% | 945 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $76.42万 | 0.45% | 1,817 | 104 | 6.1% | $4.37万 | 加仓 |
| KO | COCA COLA CO | $76.98万 | 0.45% | 9,472 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $82.26万 | 0.48% | 6,016 | 75 | 1.3% | $1.03万 | 加仓 |
| ZTS | ZOETIS INC | $116.96万 | 0.69% | 16,276 | 1,114 | 7.3% | $8.01万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $120.20万 | 0.71% | 38,027 | 5,180 | 15.8% | $16.37万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $121.72万 | 0.72% | 8,888 | 843 | 10.5% | $11.54万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $121.77万 | 0.72% | 6,832 | 982 | 16.8% | $17.50万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $123.42万 | 0.73% | 10,025 | -489 | -4.7% | -$6.02万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $137.62万 | 0.81% | 4,067 | -12 | -0.3% | -$4,061 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $138.67万 | 0.82% | 5,583 | -65 | -1.2% | -$1.61万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $141.76万 | 0.84% | 10,292 | 95 | 0.9% | $1.31万 | 加仓 |
| SPGI | S&P GLOBAL INC | $144.37万 | 0.85% | 3,545 | -24 | -0.7% | -$9,774 | 减仓 |
| ABT | ABBOTT LABORATORIES | $145.05万 | 0.85% | 15,985 | 372 | 2.4% | $3.38万 | 加仓 |
| CTAS | CINTAS CORP | $149.62万 | 0.88% | 8,797 | -227 | -2.5% | -$3.86万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $152.71万 | 0.90% | 10,091 | 610 | 6.4% | $9.23万 | 加仓 |
| GLD | SPDR GOLD TR | $154.06万 | 0.91% | 4,182 | -123 | -2.9% | -$4.53万 | 减仓 |
| MDT | MEDTRONIC PLC | $155.64万 | 0.92% | 19,895 | 581 | 3.0% | $4.55万 | 加仓 |
| PAYX | PAYCHEX INC | $157.14万 | 0.93% | 15,981 | -514 | -3.1% | -$5.05万 | 减仓 |
| BRO | BROWN & BROWN INC | $158.71万 | 0.94% | 24,741 | 416 | 1.7% | $2.67万 | 加仓 |
| XYL | XYLEM INC | $161.33万 | 0.95% | 13,648 | -175 | -1.3% | -$2.07万 | 减仓 |
| LOW | LOWES COS INC | $162.04万 | 0.95% | 7,349 | -31 | -0.4% | -$6,835 | 减仓 |
| SYK | STRYKER CORPORATION | $162.21万 | 0.96% | 5,152 | 61 | 1.2% | $1.92万 | 加仓 |
| CHCO | CITY HLDG CO | $163.74万 | 0.96% | 12,345 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $165.50万 | 0.98% | 7,390 | -83 | -1.1% | -$1.86万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $170.00万 | 1.00% | 3,310 | -67 | -2.0% | -$3.44万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $173.53万 | 1.02% | 13,188 | -322 | -2.4% | -$4.24万 | 减仓 |
| COR | CENCORA INC | $182.04万 | 1.07% | 6,433 | 42 | 0.7% | $1.19万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $182.31万 | 1.07% | 31,519 | -1,024 | -3.1% | -$5.92万 | 减仓 |
| WRB | BERKLEY W R CORP | $183.54万 | 1.08% | 26,023 | -818 | -3.0% | -$5.77万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $183.62万 | 1.08% | 6,319 | -85 | -1.3% | -$2.47万 | 减仓 |
| WM | WASTE MGMT INC DEL | $184.52万 | 1.09% | 8,279 | -30 | -0.4% | -$6,686 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $185.18万 | 1.09% | 4,459 | -106 | -2.3% | -$4.40万 | 减仓 |
| ECL | ECOLAB INC | $185.25万 | 1.09% | 6,649 | -105 | -1.6% | -$2.93万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $185.49万 | 1.09% | 6,858 | -177 | -2.5% | -$4.79万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $187.18万 | 1.10% | 32,412 | -532 | -1.6% | -$3.07万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $189.00万 | 1.11% | 3,848 | -97 | -2.5% | -$4.76万 | 减仓 |
| O | REALTY INCOME CORP | $189.25万 | 1.11% | 30,543 | -674 | -2.2% | -$4.18万 | 减仓 |
| MCD | MCDONALDS CORP | $189.33万 | 1.12% | 7,004 | -29 | -0.4% | -$7,839 | 减仓 |
| PLD | PROLOGIS INC. | $191.77万 | 1.13% | 14,156 | -438 | -3.0% | -$5.93万 | 减仓 |
| CMS | CMS ENERGY CORP | $192.70万 | 1.14% | 25,189 | -463 | -1.8% | -$3.54万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $193.13万 | 1.14% | 5,609 | -14 | -0.2% | -$4,820 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $193.28万 | 1.14% | 19,950 | -526 | -2.6% | -$5.10万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $196.63万 | 1.16% | 11,414 | -272 | -2.3% | -$4.69万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $196.79万 | 1.16% | 22,421 | -604 | -2.6% | -$5.30万 | 减仓 |
| AFL | AFLAC INC | $197.25万 | 1.16% | 16,823 | -409 | -2.4% | -$4.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $198.97万 | 1.17% | 2,127 | -53 | -2.4% | -$4.96万 | 减仓 |
| PPG | PPG INDS INC | $200.48万 | 1.18% | 16,529 | -385 | -2.3% | -$4.67万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $200.51万 | 1.18% | 21,870 | -524 | -2.3% | -$4.80万 | 减仓 |
| SO | SOUTHERN CO | $202.16万 | 1.19% | 21,122 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $204.98万 | 1.21% | 36,577 | -1,810 | -4.7% | -$10.14万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $209.55万 | 1.23% | 17,945 | -469 | -2.5% | -$5.48万 | 减仓 |
| AMGN | AMGEN INC | $212.13万 | 1.25% | 5,858 | -134 | -2.2% | -$4.85万 | 减仓 |
| V | VISA INC | $212.92万 | 1.25% | 6,206 | -94 | -1.5% | -$3.23万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $214.11万 | 1.26% | 2,189 | -37 | -1.7% | -$3.62万 | 减仓 |
| HD | HOME DEPOT INC | $215.35万 | 1.27% | 6,106 | -9 | -0.1% | -$3,174 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $220.37万 | 1.30% | 6,221 | 4 | 0.1% | $1,417 | 加仓 |
| WMT | WALMART INC | $223.50万 | 1.32% | 19,733 | -113 | -0.6% | -$1.28万 | 减仓 |