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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $178.80万 | 0.99% | 12,056 | 100 | 0.8% | $1.48万 | 加仓 |
| GOOGL | ALPHABET INC | $186.84万 | 1.03% | 5,228 | 2,475 | 89.9% | $88.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $208.37万 | 1.15% | 5,586 | -403 | -6.7% | -$15.03万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $208.99万 | 1.15% | 45,384 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $235.38万 | 1.30% | 30,265 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $265.34万 | 1.46% | 35,233 | -11 | -0.0% | -$828 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $271.79万 | 1.50% | 46,081 | -17,572 | -27.6% | -$103.64万 | 减仓 |
| IWD | ISHARES TR | $284.24万 | 1.57% | 11,725 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $314.42万 | 1.74% | 10,866 | 1,424 | 15.1% | $41.20万 | 加仓 |
| IVE | ISHARES TR | $350.24万 | 1.93% | 15,425 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $378.76万 | 2.09% | 49,119 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $398.43万 | 2.20% | 28,970 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $430.72万 | 2.38% | 34,688 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $507.73万 | 2.80% | 25,375 | 144 | 0.6% | $2.88万 | 加仓 |
| TLT | ISHARES TR | $507.93万 | 2.80% | 58,775 | -116,911 | -66.5% | -$1,010.34万 | 减仓 |
| DHR | DANAHER CORP DEL | $837.86万 | 4.63% | 43,987 | -588 | -1.3% | -$11.20万 | 减仓 |
| IDEV | ISHARES TR | $898.07万 | 4.96% | 100,895 | 63,478 | 169.7% | $565.02万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,755.07万 | 9.69% | 346,476 | -122,487 | -26.1% | -$620.46万 | 减仓 |
| IVV | ISHARES TR | $4,930.84万 | 27.22% | 65,842 | -514 | -0.8% | -$38.49万 | 减仓 |