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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $26.16万 | 0.15% | 912 | -17 | -1.8% | -$4,877 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $26.16万 | 0.15% | 1,500 | 1,500 | — | $26.16万 | 新建仓 |
| AMZN | AMAZON COM INC | $24.37万 | 0.14% | 1,170 | -545 | -31.8% | -$11.35万 | 减仓 |
| BAC | BANK AMERICA CORP | $23.56万 | 0.14% | 4,832 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $22.72万 | 0.13% | 790 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.49万 | 0.13% | 3,510 | 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 |
| CGBL | CAPITAL GROUP CORE BALANCED | $21.99万 | 0.13% | 6,392 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $21.88万 | 0.13% | 335 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $21.61万 | 0.13% | 1,692 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $20.91万 | 0.12% | 1,500 | 1,500 | — | $20.91万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $20.50万 | 0.12% | 714 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $20.29万 | 0.12% | 1,549 | -431 | -21.8% | -$5.65万 | 减仓 |
| — | PROSHARES TR II | $17.47万 | 0.10% | 21,002 | 21,002 | — | $17.47万 | 新建仓 |
| 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 |