Nicholson Meyer Capital Management, Inc. 13F 持仓 · 2026年Q2
Nicholson Meyer Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 45 只证券，申报市值合计 1.50 亿美元。前几大持仓：IWB（12.15%）、FNDX（8.33%）、BRKB（7.72%）。本季前 25 大持仓中：新建仓 1 只、增持 5 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $18.2M | 12.15% | 44,553 | 增持 |
| 2 | FNDX | SCHWAB STRATEGIC TR | $12.5M | 8.33% | 401,950 | 减持 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.6M | 7.72% | 23,168 | 减持 |
| 4 | GSLC | GOLDMAN SACHS ETF TR | $11.3M | 7.53% | 79,652 | 减持 |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $10.8M | 7.19% | 218,993 | 减持 |
| 6 | IXN | ISHARES TR | $10.4M | 6.96% | 72,285 | 减持 |
| 7 | GLD | SPDR GOLD TR | $10.1M | 6.75% | 27,499 | 减持 |
| 8 | VONG | VANGUARD SCOTTSDALE FDS | $7.9M | 5.29% | 62,098 | 减持 |
| 9 | CGGR | CAPITAL GROUP GROWTH ETF | $7.8M | 5.21% | 165,676 | 增持 |
| 10 | GBIL | GOLDMAN SACHS ETF TR | $7.8M | 5.21% | 78,175 | 增持 |
| 11 | AVDE | AMERICAN CENTY ETF TR | $7.4M | 4.94% | 83,176 | 增持 |
| 12 | VTV | VANGUARD INDEX FDS | $4.6M | 3.07% | 21,178 | 新建仓 |
| 13 | ITOT | ISHARES TR | $3.8M | 2.55% | 23,285 | 减持 |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $2.8M | 1.88% | 11,903 | 减持 |
| 15 | AAPL | APPLE INC | $2.4M | 1.62% | 8,395 | 减持 |
| 16 | LLY | ELI LILLY & CO | $2.3M | 1.55% | 1,946 | 持平 |
| 17 | MU | MICRON TECHNOLOGY INC | $2.3M | 1.53% | 1,996 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $1.8M | 1.21% | 9,055 | 持平 |
| 19 | GE | GE AEROSPACE | $1.3M | 0.88% | 3,543 | 减持 |
| 20 | AMZN | AMAZON COM INC | $1.3M | 0.84% | 5,276 | 持平 |
| 21 | PG | PROCTER & GAMBLE CO | $947,003 | 0.63% | 6,458 | 增持 |
| 22 | WMT | WALMART INC | $900,868 | 0.60% | 7,954 | 持平 |
| 23 | MSFT | MICROSOFT CORP | $816,764 | 0.54% | 2,190 | 减持 |
| 24 | ET | ENERGY TRANSFER L P | $688,014 | 0.46% | 35,984 | 减持 |
| 25 | CVE | CENOVUS ENERGY INC | $606,181 | 0.40% | 24,433 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR