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Nikulski Financial, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Nikulski Financial, Inc.

报告期 2026-03-31 · CIK 0001729847

持仓数

175

前50大市值合计

$295.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$16.2M

64,019

5.5%

AMZN AMAZON COM INC

COM

$13.6M

65,184

4.6%

IPKW INVESCO EXCH TRADED FD TR II

INTL BUYBACK

$12.9M

229,788

4.4%

GOOGL ALPHABET INC

CAP STK CL A

$12.5M

43,368

4.2%

COST COSTCO WHOLESALE CORPORATION

COM

$10.7M

10,743

3.6%

NVDA NVIDIA CORPORATION

COM

$10.3M

58,843

3.5%

MSFT MICROSOFT CORP

COM

$10.1M

27,361

3.4%

JPM JPMORGAN CHASE & CO

COM

$9.8M

33,462

3.3%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$8.9M

41,513

3.0%

XOP SPDR SERIES TRUST

STATE STREET SPD

$8.4M

46,345

2.9%

LRCX LAM RESEARCH CORP

COM NEW

$8.4M

39,257

2.8%

ABBV ABBVIE INC

COM

$8.2M

37,482

2.8%

PANW PALO ALTO NETWORKS INC

COM

$7.6M

47,534

2.6%

IJR ISHARES TR

CORE S&P SCP ETF

$7.3M

58,881

2.5%

QQQ INVESCO QQQ TR

UNIT SER 1

$7.0M

12,062

2.4%

VO VANGUARD INDEX FDS

MID CAP ETF

$6.5M

22,730

2.2%

SPHQ INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY

$6.0M

80,260

2.0%

GSLC GOLDMAN SACHS ETF TR

ACTIVEBETA US LG

$6.0M

47,690

2.0%

AAAU GOLDMAN SACHS PHYSICAL GOLD

UNIT

$5.6M

120,385

1.9%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$5.3M

183,731

1.8%

CEG CONSTELLATION ENERGY CORP

COM

$5.3M

19,034

1.8%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$5.0M

163,140

1.7%

FCX FREEPORT MCMORAN INC

CL B

$5.0M

84,996

1.7%

DE DEERE & CO

COM

$5.0M

8,860

1.7%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$4.8M

12,404

1.6%

LLY ELI LILLY & CO

COM

$4.6M

5,006

1.6%

V VISA INC

COM CL A

$4.5M

14,991

1.5%

MCD MCDONALDS CORP

COM

$4.5M

14,346

1.5%

DON WISDOMTREE TR

US MIDCAP DIVID

$4.4M

83,173

1.5%

WMT WALMART INC

COM

$4.2M

33,571

1.4%

AVGO BROADCOM INC

COM

$4.1M

13,401

1.4%

XMMO INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM

$4.1M

28,388

1.4%

WM WASTE MGMT INC DEL

COM

$4.0M

17,457

1.4%

SHLD GLOBAL X FDS

DEFENSE TECH ETF

$3.9M

54,907

1.3%

HOOD ROBINHOOD MKTS INC

COM CL A

$3.9M

56,048

1.3%

CRWD CROWDSTRIKE HLDGS INC

CL A

$3.8M

9,818

1.3%

PAPR INNOVATOR ETFS TRUST

US EQT PWR BUF

$3.5M

89,003

1.2%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$3.5M

45,540

1.2%

JIVE J P MORGAN EXCHANGE TRADED F

JPMORGAN INTL VL

$3.5M

40,948

1.2%

HD HOME DEPOT INC

COM

$3.4M

10,232

1.1%

LMT LOCKHEED MARTIN CORP

COM

$3.3M

5,535

1.1%

TSLA TESLA INC

COM

$3.2M

8,512

1.1%

NFLX NETFLIX INC.

COM

$3.1M

32,503

1.1%

IJJ ISHARES TR

S&P MC 400VL ETF

$2.9M

21,775

1.0%

ALL ALLSTATE CORP

COM

$2.8M

13,305

0.9%

— EXXON MOBIL CORP

COM

$2.7M

15,998

0.9%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$2.7M

18,290

0.9%

SYK STRYKER CORPORATION

COM

$2.7M

8,130

0.9%

PFIG INVESCO EXCH TRADED FD TR II

FNDMNTL IG CRP

$2.7M

110,858

0.9%

TJX TJX COS INC NEW

COM

$2.7M

16,660

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

26%前 6 大占比

AAPL5.5%AMZN4.6%IPKW4.4%GOOGL4.2%COST3.6%NVDA3.5%