Nolet Wealth Management, LLC
FORT WORTH TX · SEC CIK 0002056656
$1.81亿2026Q2 申报市值
112持仓数
60.7%前十大占比 · 第一大 27.2%
25 / 7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
IDEV 加仓+$565.02万
GOOGL 加仓+$88.45万
MU 新建仓+$79.37万
INTC 新建仓+$46.68万
GOOG 加仓+$42.43万
2026Q2 卖出最多 按季末市值估算
TLT 减仓-$1,010.34万
JMUB 减仓-$620.46万
VEA 减仓-$571.45万
VGIT 减仓-$103.64万
JPST 减仓-$102.22万
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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -4,378 | -100.0% | -$42.09万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -6,676 | -100.0% | -$33.31万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -2,762 | -100.0% | -$28.22万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -4,690 | -100.0% | -$22.60万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -867 | -100.0% | -$21.01万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -4,826 | -100.0% | -$20.37万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -10,779 | -100.0% | -$17.15万 | 清仓 |
| WIT | WIPRO LTD | $2.83万 | 0.02% | 12,557 | -8,295 | -39.8% | -$1.87万 | 重新持有 |
| ABEV | AMBEV SA | $4.21万 | 0.02% | 13,421 | 13,421 | — | $4.21万 | 新建仓 |
| COTY | COTY INC | $10.79万 | 0.06% | 49,964 | 49,964 | — | $10.79万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $14.40万 | 0.08% | 13,619 | 13,619 | — | $14.40万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $18.43万 | 0.10% | 13,359 | 2,226 | 20.0% | $3.07万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.04万 | 0.11% | 198 | 198 | — | $20.04万 | 新建仓 |
| SPSC | SPS COMM INC | $20.50万 | 0.11% | 3,586 | 3,586 | — | $20.50万 | 新建仓 |
| DIS | DISNEY WALT CO | $21.03万 | 0.12% | 2,185 | 97 | 4.6% | $9,336 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $21.42万 | 0.12% | 788 | 788 | — | $21.42万 | 新建仓 |
| SNPS | SYNOPSYS INC | $21.45万 | 0.12% | 481 | -4 | -0.8% | -$1,784 | 重新持有 |
| VNT | VONTIER CORPORATION | $21.75万 | 0.12% | 7,500 | -609 | -7.5% | -$1.77万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $21.94万 | 0.12% | 1,640 | 1,640 | — | $21.94万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $22.09万 | 0.12% | 257 | 257 | — | $22.09万 | 新建仓 |
| GEV | GE VERNOVA INC | $22.27万 | 0.12% | 190 | 190 | — | $22.27万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $22.35万 | 0.12% | 563 | 563 | — | $22.35万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $22.86万 | 0.13% | 1,200 | 1,200 | — | $22.86万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $23.10万 | 0.13% | 535 | 535 | — | $23.10万 | 新建仓 |
| MRK | MERCK & CO INC | $23.42万 | 0.13% | 1,822 | 125 | 7.4% | $1.61万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $24.35万 | 0.13% | 2,923 | 2,923 | — | $24.35万 | 新建仓 |
| SAP | SAP SE | $25.73万 | 0.14% | 1,670 | 1,670 | — | $25.73万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $25.98万 | 0.14% | 768 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $26.19万 | 0.14% | 2,127 | -116 | -5.2% | -$1.43万 | 减仓 |
| AMAT | APPLIED MATLS INC | $26.32万 | 0.15% | 364 | 364 | — | $26.32万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $26.36万 | 0.15% | 413 | 413 | — | $26.36万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $26.37万 | 0.15% | 346 | 346 | — | $26.37万 | 新建仓 |
| GUNR | FLEXSHARES TR | $27.84万 | 0.15% | 5,650 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $27.87万 | 0.15% | 262 | 262 | — | $27.87万 | 新建仓 |
| RAL | RALLIANT CORP | $27.98万 | 0.15% | 3,800 | 3,800 | — | $27.98万 | 新建仓 |
| SNDK | SANDISK CORP | $28.06万 | 0.15% | 123 | 123 | — | $28.06万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $28.10万 | 0.16% | 5,092 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $28.80万 | 0.16% | 3,714 | 1,181 | 46.6% | $9.16万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $29.31万 | 0.16% | 304 | 304 | — | $29.31万 | 新建仓 |
| NVS | NOVARTIS AG | $29.46万 | 0.16% | 1,880 | 213 | 12.8% | $3.34万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.62万 | 0.16% | 713 | 713 | — | $29.62万 | 新建仓 |
| ETN | EATON CORP PLC | $29.79万 | 0.16% | 699 | -9 | -1.3% | -$3,835 | 减仓 |
| WFC | WELLS FARGO & CO | $29.93万 | 0.17% | 3,622 | -4 | -0.1% | -$331 | 减仓 |
| MCD | MCDONALDS CORP | $30.91万 | 0.17% | 1,144 | 169 | 17.3% | $4.57万 | 加仓 |
| GE | GE AEROSPACE | $31.42万 | 0.17% | 841 | -115 | -12.0% | -$4.30万 | 减仓 |
| TJX | TJX COS INC NEW | $31.42万 | 0.17% | 2,074 | 14 | 0.7% | $2,121 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $33.23万 | 0.18% | 7,365 | 7,365 | — | $33.23万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $33.54万 | 0.19% | 6,996 | -1,271 | -15.4% | -$6.09万 | 减仓 |
| HD | HOME DEPOT INC | $33.77万 | 0.19% | 958 | -521 | -35.2% | -$18.37万 | 减仓 |
| RTX | RTX CORPORATION | $34.35万 | 0.19% | 1,811 | 365 | 25.2% | $6.92万 | 加仓 |
| V | VISA INC | $35.10万 | 0.19% | 1,023 | 156 | 18.0% | $5.35万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.72万 | 0.20% | 2,436 | 827 | 51.4% | $12.13万 | 加仓 |
| CB | CHUBB LIMITED | $36.64万 | 0.20% | 1,075 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $37.07万 | 0.20% | 3,273 | 27 | 0.8% | $3,058 | 加仓 |
| CSCO | CISCO SYS INC | $37.68万 | 0.21% | 3,208 | 75 | 2.4% | $8,808 | 加仓 |
| MS | MORGAN STANLEY | $38.13万 | 0.21% | 1,824 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $38.64万 | 0.21% | 5,117 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $39.07万 | 0.22% | 2,160 | -17 | -0.8% | -$3,075 | 减仓 |
| MA | MASTERCARD INCORPORATED | $39.78万 | 0.22% | 774 | 86 | 12.5% | $4.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $44.79万 | 0.25% | 2,702 | 183 | 7.3% | $3.03万 | 加仓 |
| INTC | INTEL CORP | $46.68万 | 0.26% | 3,343 | 3,343 | — | $46.68万 | 新建仓 |
| COMT | ISHARES U S ETF TR | $47.07万 | 0.26% | 15,500 | 483 | 3.2% | $1.47万 | 加仓 |
| BAC | BANK OF AMER CORP | $47.39万 | 0.26% | 8,317 | 850 | 11.4% | $4.84万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $48.29万 | 0.27% | 1,416 | 28 | 2.0% | $9,549 | 加仓 |
| ASML | ASML HLDG NV | $49.08万 | 0.27% | 247 | 17 | 7.4% | $3.38万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $50.56万 | 0.28% | 9,999 | -20,213 | -66.9% | -$102.22万 | 减仓 |
| ABBV | ABBVIE INC | $51.57万 | 0.28% | 2,050 | -4 | -0.2% | -$1,006 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.77万 | 0.30% | 1,126 | 29 | 2.6% | $1.38万 | 加仓 |
| IWR | ISHARES TR | $54.17万 | 0.30% | 4,910 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $55.57万 | 0.31% | 20,121 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $58.84万 | 0.32% | 4,303 | 200 | 4.9% | $2.73万 | 加仓 |
| TSLA | TESLA INC | $59.42万 | 0.33% | 1,413 | 5 | 0.4% | $2,103 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.14万 | 0.34% | 1,242 | 255 | 25.8% | $12.76万 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $63.69万 | 0.35% | 10,638 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $65.54万 | 0.36% | 2,581 | 166 | 6.9% | $4.22万 | 加仓 |
| FTV | FORTIVE CORP | $69.70万 | 0.38% | 11,409 | 9 | 0.1% | $550 | 加仓 |
| VO | VANGUARD INDEX FDS | $72.51万 | 0.40% | 9,000 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $77.51万 | 0.43% | 1,789 | -4 | -0.2% | -$1,733 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $79.37万 | 0.44% | 688 | 688 | — | $79.37万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $80.83万 | 0.45% | 11,344 | -80,203 | -87.6% | -$571.45万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $81.89万 | 0.45% | 15,274 | 1,650 | 12.1% | $8.85万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $82.08万 | 0.45% | 2,755 | -531 | -16.2% | -$15.82万 | 减仓 |
| LLY | ELI LILLY & CO | $83.80万 | 0.46% | 699 | 59 | 9.2% | $7.07万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $86.70万 | 0.48% | 2,343 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $91.23万 | 0.50% | 1,571 | 317 | 25.3% | $18.41万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $91.61万 | 0.51% | 979 | -5 | -0.5% | -$4,679 | 减仓 |
| META | META PLATFORMS INC | $93.76万 | 0.52% | 1,664 | 204 | 14.0% | $11.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $94.49万 | 0.52% | 2,887 | 351 | 13.8% | $11.49万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $108.35万 | 0.60% | 23,506 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $110.49万 | 0.61% | 11,116 | -11 | -0.1% | -$1,093 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $110.96万 | 0.61% | 1,486 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $125.04万 | 0.69% | 3,310 | 17 | 0.5% | $6,422 | 加仓 |
| KLAC | KLA CORP | $126.33万 | 0.70% | 4,187 | -133 | -3.1% | -$4.01万 | 减仓 |
| USRT | ISHARES TR | $126.49万 | 0.70% | 19,036 | 9 | 0.0% | $598 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $133.52万 | 0.74% | 28,444 | 501 | 1.8% | $2.35万 | 加仓 |
| VLTO | VERALTO CORP | $135.48万 | 0.75% | 15,277 | 146 | 1.0% | $1.29万 | 加仓 |
| IEI | ISHARES TR | $139.32万 | 0.77% | 11,862 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $161.65万 | 0.89% | 4,575 | 1,201 | 35.6% | $42.43万 | 加仓 |
| IEMG | ISHARES INC | $170.11万 | 0.94% | 20,535 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $171.32万 | 0.95% | 7,188 | 848 | 13.4% | $20.21万 | 加仓 |