Old North State Wealth Management, LLC
Wilmington NC · SEC CIK 0002041262
$2.34亿2026Q2 申报市值
112持仓数
35.0%前十大占比 · 第一大 5.6%
6 / 8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
VTI 加仓+$169.61万
BA 加仓+$82.80万
CGBL 新建仓+$72.31万
ALB 加仓+$70.48万
BDX 加仓+$59.03万
2026Q2 卖出最多 按季末市值估算
GLW 减仓-$181.32万
VZ 减仓-$175.85万
COTERRA ENERGY I 清仓-$91.65万
AMZN 减仓-$82.76万
NUE 清仓-$52.95万
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 |
|---|---|---|---|---|---|---|---|---|
| ALB | ALBEMARLE CORP | $412.25万 | 1.76% | 30,485 | 5,212 | 20.6% | $70.48万 | 加仓 |
| GEV | GE VERNOVA INC | $430.38万 | 1.84% | 3,657 | 168 | 4.8% | $19.77万 | 加仓 |
| GOOGL | ALPHABET INC | $431.26万 | 1.84% | 12,033 | -809 | -6.3% | -$28.99万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $437.34万 | 1.87% | 94,495 | 8,112 | 9.4% | $37.54万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $455.11万 | 1.94% | 20,864 | 557 | 2.7% | $12.15万 | 加仓 |
| ENB | ENBRIDGE INC | $497.27万 | 2.12% | 91,685 | -1,041 | -1.1% | -$5.65万 | 减仓 |
| VEEV | VEEVA SYS INC | $506.68万 | 2.16% | 28,550 | 3,025 | 11.9% | $53.69万 | 加仓 |
| BIIB | BIOGEN INC | $534.11万 | 2.28% | 24,720 | 125 | 0.5% | $2.70万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $541.18万 | 2.31% | 35,708 | 3,895 | 12.2% | $59.03万 | 加仓 |
| ET | ENERGY TRANSFER L P | $595.96万 | 2.55% | 311,656 | 1,084 | 0.3% | $2.07万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $624.26万 | 2.67% | 118,499 | -875 | -0.7% | -$4.61万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $682.87万 | 2.92% | 72,496 | 3,775 | 5.5% | $35.56万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $688.68万 | 2.94% | 14,393 | -397 | -2.7% | -$19.00万 | 减仓 |
| AMZN | AMAZON COM INC | $720.34万 | 3.08% | 30,219 | -3,472 | -10.3% | -$82.76万 | 减仓 |
| MHO | M/I HOMES INC | $732.01万 | 3.13% | 45,526 | 1,405 | 3.2% | $22.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $816.02万 | 3.49% | 40,735 | 1,285 | 3.3% | $25.74万 | 加仓 |
| BA | BOEING CO | $818.06万 | 3.49% | 37,790 | 3,825 | 11.3% | $82.80万 | 加仓 |
| GLW | CORNING INC | $857.33万 | 3.66% | 33,561 | -7,098 | -17.5% | -$181.32万 | 减仓 |
| AAPL | APPLE INC | $935.49万 | 4.00% | 32,267 | 410 | 1.3% | $11.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,310.55万 | 5.60% | 26,186 | -441 | -1.7% | -$22.07万 | 减仓 |