Nicholson Wealth Management Group, LLC 13F 持仓 · 2026年Q2
Nicholson Wealth Management Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 109 只证券，申报市值合计 1.70 亿美元。前几大持仓：CATX（3.25%）、VOO（2.96%）、VTI（2.45%）。本季前 25 大持仓中：增持 4 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CATX | PERSPECTIVE THERAPEUTICS INC | $5.5M | 3.25% | 1.6M | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $5.0M | 2.96% | 7,306 | 减持 |
| 3 | VTI | VANGUARD INDEX FDS | $4.2M | 2.45% | 11,239 | 持平 |
| 4 | UBSI | UNITED BANKSHARES INC WEST V | $3.5M | 2.06% | 76,245 | 持平 |
| 5 | AAPL | APPLE INC | $3.3M | 1.92% | 11,256 | 减持 |
| 6 | CSCO | CISCO SYS INC | $3.0M | 1.75% | 25,222 | 减持 |
| 7 | TXN | TEXAS INSTRS INC | $2.9M | 1.71% | 9,764 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $2.9M | 1.69% | 7,695 | 增持 |
| 9 | LLY | ELI LILLY & CO | $2.8M | 1.62% | 2,298 | 减持 |
| 10 | ADI | ANALOG DEVICES INC | $2.7M | 1.61% | 6,862 | 减持 |
| 11 | JNJ | JOHNSON & JOHNSON | $2.6M | 1.55% | 10,392 | 减持 |
| 12 | GWW | WW GRAINGER INC | $2.5M | 1.47% | 1,836 | 减持 |
| 13 | APH | AMPHENOL CORP | $2.5M | 1.46% | 14,089 | 减持 |
| 14 | PG | PROCTER & GAMBLE CO | $2.5M | 1.46% | 16,955 | 减持 |
| 15 | PEP | PEPSICO INC | $2.4M | 1.41% | 17,680 | 减持 |
| 16 | AVGO | BROADCOM INC | $2.3M | 1.36% | 6,092 | 减持 |
| 17 | JPM | JPMORGAN CHASE & CO | $2.3M | 1.34% | 6,940 | 增持 |
| 18 | UNH | UNITEDHEALTH GROUP INC | $2.3M | 1.34% | 5,483 | 减持 |
| 19 | CB | CHUBB LIMITED | $2.2M | 1.32% | 6,596 | 减持 |
| 20 | LIN | LINDE PLC | $2.2M | 1.32% | 4,322 | 减持 |
| 21 | WMT | WALMART INC | $2.2M | 1.32% | 19,733 | 减持 |
| 22 | GD | GENERAL DYNAMICS CORP | $2.2M | 1.30% | 6,221 | 增持 |
| 23 | HD | HOME DEPOT INC | $2.2M | 1.27% | 6,106 | 减持 |
| 24 | PH | PARKER-HANNIFIN CORP | $2.1M | 1.26% | 2,189 | 减持 |
| 25 | AMGN | AMGEN INC | $2.1M | 1.25% | 5,858 | 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