Nicholson Meyer Capital Management, Inc.
Kansas City MO · SEC CIK 0002065771
$1.50亿2026Q2 申报市值
45持仓数
72.3%前十大占比 · 第一大 12.2%
2 / 1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
VTV 新建仓+$461.53万
IWB 加仓+$319.60万
PG 加仓+$34.33万
AVDE 加仓+$28.83万
EXXON MOBIL CORP 新建仓+$28.47万
2026Q2 卖出最多 按季末市值估算
IXN 减仓-$162.13万
JPST 减仓-$55.37万
FNDX 减仓-$51.86万
GLD 减仓-$44.31万
GSLC 减仓-$35.13万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $1,824.38万 | 12.15% | 44,553 | 7,805 | 21.2% | $319.60万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,250.07万 | 8.33% | 401,950 | -16,675 | -4.0% | -$51.86万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,159.29万 | 7.72% | 23,168 | -308 | -1.3% | -$15.41万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,130.19万 | 7.53% | 79,652 | -2,476 | -3.0% | -$35.13万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,079.20万 | 7.19% | 218,993 | -5,849 | -2.6% | -$28.82万 | 减仓 |
| IXN | ISHARES TR | $1,044.35万 | 6.96% | 72,285 | -11,222 | -13.4% | -$162.13万 | 减仓 |
| GLD | SPDR GOLD TR | $1,012.95万 | 6.75% | 27,499 | -1,203 | -4.2% | -$44.31万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $793.68万 | 5.29% | 62,098 | -1,967 | -3.1% | -$25.14万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $782.99万 | 5.21% | 78,175 | 1,678 | 2.2% | $16.81万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $781.99万 | 5.21% | 165,676 | 3,560 | 2.2% | $16.80万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $741.93万 | 4.94% | 83,176 | 3,232 | 4.0% | $28.83万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $461.53万 | 3.07% | 21,178 | 21,178 | — | $461.53万 | 新建仓 |
| ITOT | ISHARES TR | $382.50万 | 2.55% | 23,285 | -265 | -1.1% | -$4.35万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $281.60万 | 1.88% | 11,903 | -191 | -1.6% | -$4.52万 | 减仓 |
| AAPL | APPLE INC | $242.91万 | 1.62% | 8,395 | -365 | -4.2% | -$10.56万 | 减仓 |
| LLY | ELI LILLY & CO | $233.23万 | 1.55% | 1,946 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $230.40万 | 1.53% | 1,996 | -24 | -1.2% | -$2.77万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $181.20万 | 1.21% | 9,055 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $132.45万 | 0.88% | 3,543 | -15 | -0.4% | -$5,608 | 减仓 |
| AMZN | AMAZON COM INC | $125.72万 | 0.84% | 5,276 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $94.70万 | 0.63% | 6,458 | 2,341 | 56.9% | $34.33万 | 加仓 |
| WMT | WALMART INC | $90.09万 | 0.60% | 7,954 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $81.68万 | 0.54% | 2,190 | -68 | -3.0% | -$2.54万 | 减仓 |
| ET | ENERGY TRANSFER L P | $68.80万 | 0.46% | 35,984 | -2,717 | -7.0% | -$5.19万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $60.62万 | 0.40% | 24,433 | -1,615 | -6.2% | -$4.01万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $58.93万 | 0.39% | 11,187 | -4,532 | -28.8% | -$23.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $57.54万 | 0.38% | 2,265 | 50 | 2.3% | $1.27万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $57.33万 | 0.38% | 11,337 | -10,950 | -49.1% | -$55.37万 | 减仓 |
| IVV | ISHARES TR | $53.86万 | 0.36% | 720 | 314 | 77.3% | $23.49万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $46.52万 | 0.31% | 1,351 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $45.74万 | 0.30% | 5,263 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.27万 | 0.30% | 1,610 | 14 | 0.9% | $3,936 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $44.82万 | 0.30% | 2,889 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $42.69万 | 0.28% | 2,360 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $34.90万 | 0.23% | 3,426 | -500 | -12.7% | -$5.09万 | 减仓 |
| MO | ALTRIA GROUP INC | $32.74万 | 0.22% | 4,550 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $29.38万 | 0.20% | 4,589 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $28.47万 | 0.19% | 2,082 | 2,082 | — | $28.47万 | 新建仓 |
| GOOGL | ALPHABET INC | $28.45万 | 0.19% | 796 | 66 | 9.0% | $2.36万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $27.77万 | 0.18% | 820 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $26.42万 | 0.18% | 1,050 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $22.94万 | 0.15% | 1,694 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $22.32万 | 0.15% | 2,148 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $22.03万 | 0.15% | 3,867 | 0 | 0.0% | — | 重新持有 |
| BSM | BLACK STONE MINERALS L P | $18.36万 | 0.12% | 13,141 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -3,689 | -100.0% | -$20.15万 | 清仓 |