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 |
|---|---|---|---|---|---|---|---|---|
| KLIC | KULICKE & SOFFA INDS INC | $21.94万 | 0.12% | 1,640 | 1,640 | — | $21.94万 | 新建仓 |
| VNT | VONTIER CORPORATION | $21.75万 | 0.12% | 7,500 | -609 | -7.5% | -$1.77万 | 减仓 |
| SNPS | SYNOPSYS INC | $21.45万 | 0.12% | 481 | -4 | -0.8% | -$1,784 | 重新持有 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $21.42万 | 0.12% | 788 | 788 | — | $21.42万 | 新建仓 |
| DIS | DISNEY WALT CO | $21.03万 | 0.12% | 2,185 | 97 | 4.6% | $9,336 | 加仓 |
| SPSC | SPS COMM INC | $20.50万 | 0.11% | 3,586 | 3,586 | — | $20.50万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.04万 | 0.11% | 198 | 198 | — | $20.04万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $18.43万 | 0.10% | 13,359 | 2,226 | 20.0% | $3.07万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $14.40万 | 0.08% | 13,619 | 13,619 | — | $14.40万 | 新建仓 |
| COTY | COTY INC | $10.79万 | 0.06% | 49,964 | 49,964 | — | $10.79万 | 新建仓 |
| ABEV | AMBEV SA | $4.21万 | 0.02% | 13,421 | 13,421 | — | $4.21万 | 新建仓 |
| WIT | WIPRO LTD | $2.83万 | 0.02% | 12,557 | -8,295 | -39.8% | -$1.87万 | 重新持有 |
| 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 |