Nicholson Meyer Capital Management, Inc.
Kansas City MO · SEC CIK 0002065771
$1.30亿2026Q1 申报市值
43持仓数
75.2%前十大占比 · 第一大 10.0%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVDE 新建仓+$678.24万
CGGR 加仓+$216.87万
CGDV 加仓+$83.46万
VONG 加仓+$31.67万
IWB 加仓+$21.64万
2026Q1 卖出最多 按季末市值估算
IXC 清仓-$372.39万
GLD 减仓-$243.96万
VT 清仓-$159.18万
CCJ 减仓-$31.77万
ITOT 减仓-$24.13万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IXC | ISHARES TR | $0 | 0.00% | 0 | -88,813 | -100.0% | -$372.39万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -11,285 | -100.0% | -$159.18万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSM | BLACK STONE MINERALS L P | $19.87万 | 0.15% | 13,141 | -1,546 | -10.5% | -$2.34万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $20.15万 | 0.15% | 3,689 | 3,689 | — | $20.15万 | 新建仓 |
| GOOGL | ALPHABET INC | $20.99万 | 0.16% | 730 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $22.84万 | 0.18% | 1,050 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $24.20万 | 0.19% | 820 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $26.31万 | 0.20% | 1,694 | -42 | -2.4% | -$6,522 | 减仓 |
| IVV | ISHARES TR | $26.47万 | 0.20% | 406 | -9 | -2.2% | -$5,868 | 减仓 |
| COP | CONOCOPHILLIPS | $28.34万 | 0.22% | 2,148 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $30.03万 | 0.23% | 4,550 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $32.67万 | 0.25% | 4,589 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.69万 | 0.30% | 1,596 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $39.02万 | 0.30% | 2,360 | -165 | -6.5% | -$2.73万 | 减仓 |
| CCJ | CAMECO CORP | $42.64万 | 0.33% | 3,926 | -2,925 | -42.7% | -$31.77万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $43.31万 | 0.33% | 1,351 | -139 | -9.3% | -$4.46万 | 减仓 |
| OKE | ONEOK INC NEW | $47.56万 | 0.36% | 5,263 | -180 | -3.3% | -$1.63万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $54.16万 | 0.42% | 2,215 | -200 | -8.3% | -$4.89万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $58.64万 | 0.45% | 2,889 | -772 | -21.1% | -$15.67万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $59.47万 | 0.46% | 4,117 | -372 | -8.3% | -$5.37万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $68.24万 | 0.52% | 2,020 | -255 | -11.2% | -$8.61万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $69.11万 | 0.53% | 26,048 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $74.69万 | 0.57% | 38,701 | -6,500 | -14.4% | -$12.54万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $77.67万 | 0.60% | 15,719 | 801 | 5.4% | $3.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $83.59万 | 0.64% | 2,258 | -98 | -4.2% | -$3.63万 | 减仓 |
| WMT | WALMART INC | $98.85万 | 0.76% | 7,954 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $100.99万 | 0.77% | 3,558 | -87 | -2.4% | -$2.47万 | 减仓 |
| AMZN | AMAZON COM INC | $109.86万 | 0.84% | 5,276 | -144 | -2.7% | -$3.00万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $112.79万 | 0.87% | 22,287 | 202 | 0.9% | $1.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $157.94万 | 1.21% | 9,055 | -350 | -3.7% | -$6.10万 | 减仓 |
| LLY | ELI LILLY & CO | $178.85万 | 1.37% | 1,946 | -204 | -9.5% | -$18.75万 | 减仓 |
| AAPL | APPLE INC | $222.31万 | 1.70% | 8,760 | -257 | -2.9% | -$6.52万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $260.05万 | 1.99% | 12,094 | -550 | -4.3% | -$11.83万 | 减仓 |
| ITOT | ISHARES TR | $335.42万 | 2.57% | 23,550 | -1,694 | -6.7% | -$24.13万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $651.54万 | 5.00% | 162,116 | 53,961 | 49.9% | $216.87万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $678.24万 | 5.20% | 79,944 | 79,944 | — | $678.24万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $702.73万 | 5.39% | 64,065 | 2,887 | 4.7% | $31.67万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $766.41万 | 5.88% | 76,497 | -1,057 | -1.4% | -$10.59万 | 减仓 |
| IXN | ISHARES TR | $834.81万 | 6.40% | 83,507 | -1,388 | -1.6% | -$13.88万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $956.48万 | 7.34% | 224,842 | 19,620 | 9.6% | $83.46万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,027.68万 | 7.88% | 82,128 | 641 | 0.8% | $8.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,124.95万 | 8.63% | 23,476 | -186 | -0.8% | -$8.91万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,165.87万 | 8.94% | 418,625 | -793 | -0.2% | -$2.21万 | 减仓 |
| GLD | SPDR GOLD TR | $1,234.96万 | 9.47% | 28,702 | -5,670 | -16.5% | -$243.96万 | 减仓 |
| IWB | ISHARES TR | $1,310.22万 | 10.05% | 36,748 | 607 | 1.7% | $21.64万 | 加仓 |