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 |
|---|---|---|---|---|---|---|---|---|
| XBI | SPDR SERIES TRUST | $26.78万 | 0.16% | 1,692 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $25.09万 | 0.15% | 335 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.01万 | 0.15% | 3,510 | 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 |
| CGBL | CAPITAL GROUP CORE BALANCED | $24.26万 | 0.14% | 6,392 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $23.40万 | 0.14% | 4,153 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $23.01万 | 0.14% | 2,856 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $22.46万 | 0.13% | 354 | 354 | — | $22.46万 | 新建仓 |
| ETN | EATON CORP PLC | $21.65万 | 0.13% | 508 | 508 | — | $21.65万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $20.46万 | 0.12% | 3,040 | 3,040 | — | $20.46万 | 新建仓 |
| RTX | RTX CORPORATION | $20.45万 | 0.12% | 1,078 | 1,078 | — | $20.45万 | 新建仓 |
| 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 |