Nolet Wealth Management, LLC 13F 持仓 · 2026年Q2
Nolet Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 112 只证券，申报市值合计 1.81 亿美元。前几大持仓：IVV（27.22%）、JMUB（9.69%）、IDEV（4.96%）。本季前 25 大持仓中：增持 10 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $49.3M | 27.22% | 65,842 | 减持 |
| 2 | JMUB | J P MORGAN EXCHANGE TRADED F | $17.6M | 9.69% | 346,476 | 减持 |
| 3 | IDEV | ISHARES TR | $9.0M | 4.96% | 100,895 | 增持 |
| 4 | DHR | DANAHER CORP DEL | $8.4M | 4.63% | 43,987 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $5.1M | 2.80% | 25,375 | 增持 |
| 6 | TLT | ISHARES TR | $5.1M | 2.80% | 58,775 | 减持 |
| 7 | IWF | ISHARES TR | $4.3M | 2.38% | 34,688 | 增持 |
| 8 | IVW | ISHARES TR | $4.0M | 2.20% | 28,970 | 持平 |
| 9 | IJH | ISHARES TR | $3.8M | 2.09% | 49,119 | 持平 |
| 10 | IVE | ISHARES TR | $3.5M | 1.93% | 15,425 | 持平 |
| 11 | AAPL | APPLE INC | $3.1M | 1.74% | 10,866 | 增持 |
| 12 | IWD | ISHARES TR | $2.8M | 1.57% | 11,725 | 持平 |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | $2.7M | 1.50% | 46,081 | 减持 |
| 14 | BBJP | J P MORGAN EXCHANGE TRADED F | $2.7M | 1.46% | 35,233 | 减持 |
| 15 | BBEU | J P MORGAN EXCHANGE TRADED F | $2.4M | 1.30% | 30,265 | 持平 |
| 16 | JPIE | J P MORGAN EXCHANGE TRADED F | $2.1M | 1.15% | 45,384 | 持平 |
| 17 | MSFT | MICROSOFT CORP | $2.1M | 1.15% | 5,586 | 减持 |
| 18 | GOOGL | ALPHABET INC | $1.9M | 1.03% | 5,228 | 增持 |
| 19 | IJR | ISHARES TR | $1.8M | 0.99% | 12,056 | 增持 |
| 20 | AMZN | AMAZON COM INC | $1.7M | 0.95% | 7,188 | 增持 |
| 21 | IEMG | ISHARES INC | $1.7M | 0.94% | 20,535 | 持平 |
| 22 | GOOG | ALPHABET INC | $1.6M | 0.89% | 4,575 | 增持 |
| 23 | IEI | ISHARES TR | $1.4M | 0.77% | 11,862 | 持平 |
| 24 | VLTO | VERALTO CORP | $1.4M | 0.75% | 15,277 | 增持 |
| 25 | JCPB | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.74% | 28,444 | 增持 |
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