13FBOX
Nelson Capital Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Nelson Capital Management, LLC

No.2949 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9.12亿
环比变动 Q1 2026
+$9,236.0万+11.3%
持仓股票数
120
新买入
16
加仓
40
减仓
44
清仓
4
持股不变
20
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
35.25%34.71%$3.21亿160.6万股$2.84亿163.0万股-2.4万股-1.49%减仓
V先锋领航·FTSEVEA
5.43%5.37%$4,947.9万69.4万股$4,395.7万68.6万股+8,469股+1.23%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
4.46%4.65%$4,069.4万77.6万股$3,810.1万72.5万股+5.2万股+7.11%加仓
SSPDR行业精选信托XLK
4.19%3.2%$3,822.6万20.1万股$2,625.0万19.8万股+3,122股+1.58%加仓
AAlphabet Inc Class CGOOG
2.96%2.72%$2,698.3万7.6万股$2,229.0万7.8万股-1,335股-1.72%减仓
苹果AAPL
2.95%2.92%$2,692.1万9.3万股$2,390.0万9.4万股-1,135股-1.21%减仓
微软MSFT
2.85%3.15%$2,598.6万7.0万股$2,577.9万7.0万股+23股+0.03%加仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
2.75%3.14%$2,507.9万86.5万股$2,568.3万88.0万股-1.6万股-1.78%减仓
S道富XLI
2.53%2.48%$2,304.3万12.4万股$2,031.0万12.6万股-1,179股-0.94%减仓
V先锋领航指数基金VB
2.06%2%$1,877.9万6.2万股$1,641.9万6.3万股-734股-1.17%减仓
思科CSCO
1.73%1.27%$1,578.9万13.4万股$1,042.9万13.4万股+12股+0.01%加仓
亚马逊AMZN
1.55%1.49%$1,410.6万5.9万股$1,223.0万5.9万股+462股+0.79%加仓
摩根大通JPM
1.49%1.53%$1,359.3万4.2万股$1,252.4万4.3万股-1,046股-2.46%减仓
V先锋领航·FSTEVWO
1.38%1.3%$1,257.9万21.1万股$1,065.5万19.7万股+1.4万股+6.90%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
1.38%1.21%$1,257.4万12.3万股$988.0万12.6万股-2,691股-2.14%减仓
V先锋领航全球基金VPU
1.31%1.49%$1,195.8万6.1万股$1,218.7万6.2万股-409股-0.66%减仓
SSPDR标普500 ETFSPY
1.2%1.17%$1,089.7万1.5万股$959.9万1.5万股-168股-1.14%减仓
IiShares安硕信托IVV
1.14%1.03%$1,039.2万1.4万股$846.5万1.3万股+918股+7.08%加仓
VisaV
1.14%1.11%$1,037.0万3.0万股$913.3万3.0万股+8股+0.03%加仓
CColumbia Emerging Markets Ex-ChinaXCEM
1.08%0.9%$985.5万18.6万股$741.1万18.2万股+4,760股+2.62%加仓
好市多COST
0.97%1.17%$885.3万9,464股$958.1万9,616股-152股-1.58%减仓
阿格尼科鹰矿AEM
0.94%1.38%$860.9万5.5万股$1,127.6万5.6万股-58股-0.10%减仓
礼来LLY
0.79%0.5%$722.9万6,027股$407.6万4,431股+1,596股+36.02%加仓
TJXTJX
0.77%0.9%$704.2万4.6万股$736.5万4.6万股+364股+0.79%加仓
宝洁PG
0.75%0.84%$686.0万4.7万股$685.8万4.7万股-702股-1.48%减仓
艾伯维ABBV
0.64%0.61%$587.5万2.3万股$497.0万2.3万股+495股+2.17%加仓
SSPDR行业精选信托XLF
0.63%0.62%$575.0万10.7万股$507.7万10.3万股+4,423股+4.30%加仓
IiShares安硕信托IHAK
0.63%0.5%$570.5万9.4万股$409.9万9.4万股+77股+0.08%加仓
史赛克SYK
0.53%0.63%$486.9万1.5万股$519.5万1.6万股-343股-2.17%减仓
Q高通QCOM
0.49%0.38%$443.8万2.4万股$313.2万2.4万股-306股-1.26%减仓
林德LIN
0.48%0.52%$435.1万8,384股$425.1万8,574股-190股-2.22%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.48%0.47%$434.8万2.7万股$384.8万2.6万股+1,157股+4.41%加仓
SSPDR行业精选信托XLRE
0.47%0.51%$428.6万9.7万股$418.9万10.3万股-5,251股-5.12%减仓
SSPDR行业精选信托XLY
0.41%0.45%$376.7万3.5万股$369.4万3.3万股+1,843股+5.53%加仓
SSPDR行业精选信托XLY
0.41%0.4%$372.9万3.2万股$330.9万3.0万股+1,433股+4.72%加仓
迪士尼DIS
0.41%0.45%$370.4万3.8万股$367.9万3.8万股+314股+0.82%加仓
埃克森美孚XOM
0.4%0.57%$360.7万2.6万股$463.6万2.7万股-948股-3.47%减仓
T赛默飞世尔TMO
0.39%0.43%$355.7万7,095股$350.5万7,130股-35股-0.49%减仓
嘉信理财SCHW
0.39%0.44%$354.8万3.8万股$356.5万3.8万股+517股+1.36%加仓
艾默生电气EMR
0.38%0.4%$347.8万2.4万股$324.0万2.5万股-431股-1.74%减仓
S嘉信策略信托SCHF
0.36%0.37%$328.1万11.8万股$299.4万12.1万股-2,502股-2.07%减仓
CHUBB LIMITEDCB
0.36%0.39%$324.7万9,530股$316.0万9,696股-166股-1.71%减仓
TE CONNECTIVITY ORD SHSTEL
0.35%0.4%$318.7万1.6万股$331.3万1.6万股-39股-0.25%减仓
伯克希尔哈撒韦BRK.B
0.35%0.37%$315.5万6,306股$303.6万6,335股-29股-0.46%减仓
家得宝HD
0.34%0.36%$310.7万8,809股$297.9万9,056股-247股-2.73%减仓
雪佛龙CVX
0.33%0.47%$305.4万1.8万股$388.4万1.9万股-349股-1.86%减仓
MascoMAS
0.33%0.27%$303.7万3.7万股$221.2万3.7万股+682股+1.86%加仓
可口可乐KO
0.32%0.34%$296.0万3.6万股$275.1万3.6万股+242股+0.67%加仓
GALLAGHER ARTHUR J & COMAJG
0.32%0.34%$290.1万1.3万股$279.6万1.3万股-272股-2.11%减仓
ROYAL CARIBBEANRCL
0.31%0.29%$285.1万8,978股$241.0万8,759股+219股+2.50%加仓

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