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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
$295.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 120 项
建仓 10
增持 61
减持 42
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
META
FACEBOOK INC
-$1.4M
5,639
-29%
建仓
DPZ
DOMINOS PIZZA INC
+$1.4M
3,330
建仓
GS
GOLDMAN SACHS GROUP INC
+$1.2M
3,524
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.2M
93,185
+151%
清仓
BA
BOEING CO
-$1.1M
0
-100%
建仓
IYE
ISHARES TR
+$1.1M
25,973
清仓
IGV
ISHARES TR
-$1.0M
0
-100%
建仓
IGE
ISHARES TR
+$1.0M
25,052
增持
ABBV
ABBVIE INC
+$967.0K
32,713
+2%
减持
—
LAM RESEARCH CORP
-$661.0K
3,569
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$552.0K
49,829
-24%
增持
MCD
MCDONALDS CORP
+$544.0K
7,574
+53%
增持
IWF
ISHARES TR
-$539.0K
26,354
+3%
减持
GLD
SPDR GOLD TR
-$533.0K
7,000
-33%
增持
HD
HOME DEPOT INC
-$518.0K
5,488
+5%
增持
DE
DEERE & CO
+$517.0K
6,483
+2%
减持
AAPL
APPLE INC
-$511.0K
81,540
-2%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$506.0K
41,770
+25%
增持
GSLC
GOLDMAN SACHS ETF TR
+$465.0K
73,137
+15%
增持
JPM
JPMORGAN CHASE & CO
-$440.0K
29,506
+5%
增持
IJR
ISHARES TR
-$424.0K
72,984
+1%
增持
QQQ
INVESCO QQQ TR
-$424.0K
15,679
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$417.0K
99,803
+3%
增持
ALL
ALLSTATE CORP
+$398.0K
18,309
+1%
清仓
IVT
INVENTRUST PPTYS CORP
-$355.0K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$353.0K
4,537
+2%
增持
VO
VANGUARD INDEX FDS
-$350.0K
25,908
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$341.0K
9,977
-2%
减持
SOXX
ISHARES TR
-$317.0K
2,014
-14%
建仓
—
UNITED STATES STL CORP NEW
+$299.0K
7,925
减持
IDGT
ISHARES TR
-$293.0K
13,068
-12%
建仓
IBB
ISHARES TR
+$290.0K
2,225
增持
GOOGL
ALPHABET INC
-$285.0K
2,693
+0%
减持
PFE
PFIZER INC
-$278.0K
35,535
-1%
建仓
TSLA
TESLA INC
+$275.0K
255
增持
SCHA
SCHWAB STRATEGIC TR
-$259.0K
74,872
+102%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$246.0K
2,359
建仓
AEP
AMERICAN ELEC PWR CO INC
+$245.0K
2,460
清仓
FBND
FIDELITY MERRIMACK STR TR
-$225.0K
0
-100%
减持
TDOC
TELADOC HEALTH INC
-$224.0K
9,284
-5%
增持
V
VISA INC
+$222.0K
12,574
+6%
清仓
EFA
ISHARES TR
-$215.0K
0
-100%
建仓
—
BLACKROCK INC
+$213.0K
279
清仓
IWM
ISHARES TR
-$210.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$203.0K
13,686
+4%
清仓
HON
HONEYWELL INTL INC
-$202.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$196.0K
9,979
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$187.0K
2,093
+1%
减持
IYT
ISHARES TR
-$187.0K
3,670
-14%
减持
IYW
ISHARES TR
-$187.0K
9,562
-6%
增持
VIGI
VANGUARD WHITEHALL FDS
-$186.0K
48,387
+3%
减持
IYC
ISHARES TR
-$185.0K
13,021
-6%
增持
EFAV
ISHARES TR
-$181.0K
41,962
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$181.0K
9,938
+2%
减持
IYG
ISHARES TR
-$181.0K
5,102
-11%
减持
TIP
ISHARES TR
-$179.0K
17,066
-4%
增持
CRM
SALESFORCE COM INC
-$174.0K
7,390
+8%
增持
PJAN
INNOVATOR ETFS TR
+$170.0K
69,070
+10%
增持
TJX
TJX COS INC NEW
-$169.0K
12,110
+2%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$166.0K
158,811
+9%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$162.0K
10,909
+2%
增持
QUAL
ISHARES TR
+$160.0K
6,214
+34%
增持
WMT
WALMART INC
+$150.0K
4,123
+29%
减持
IGM
ISHARES TR
-$148.0K
2,524
-2%
增持
AMZN
AMAZON COM INC
-$144.0K
3,094
+1%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$143.0K
2,385
-1%
增持
VNQ
VANGUARD INDEX FDS
+$141.0K
5,940
+37%
减持
CVX
CHEVRON CORP NEW
+$130.0K
2,933
-1%
增持
VTV
VANGUARD INDEX FDS
+$125.0K
3,593
+30%
增持
VTI
VANGUARD INDEX FDS
-$117.0K
11,255
+1%
减持
EEM
ISHARES TR
-$115.0K
5,082
-28%
减持
IYJ
ISHARES TR
-$114.0K
9,505
-4%
增持
MA
MASTERCARD INCORPORATED
+$114.0K
3,014
+13%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$112.0K
500
-17%
减持
XLE
SELECT SECTOR SPDR TR
+$111.0K
5,758
-3%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$111.0K
25,221
-3%
减持
DVY
ISHARES TR
+$108.0K
31,489
-2%
减持
MINT
PIMCO ETF TR
-$102.0K
2,510
-28%
增持
NEAR
ISHARES U S ETF TR
+$101.0K
26,991
+9%
增持
IJJ
ISHARES TR
+$99.0K
25,133
+5%
减持
SPYM
SPDR SER TR
-$96.0K
24,498
-2%
增持
NVDA
NVIDIA CORPORATION
+$92.0K
1,637
+36%
减持
AAP
ADVANCE AUTO PARTS INC
-$88.0K
1,852
-6%
减持
PJUN
INNOVATOR ETFS TR
-$83.0K
9,830
-21%
增持
SPTM
SPDR SER TR
+$82.0K
15,055
+16%
增持
SPSM
SPDR SER TR
+$69.0K
21,860
+15%
增持
VLUE
ISHARES TR
+$65.0K
5,745
+17%
增持
SCHD
SCHWAB STRATEGIC TR
-$63.0K
39,623
+0%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$62.0K
9,555
-0%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$61.0K
2,130
-19%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$58.0K
64,672
-3%
减持
WM
WASTE MGMT INC DEL
-$52.0K
3,860
-3%
增持
POCT
INNOVATOR ETFS TR
+$50.0K
11,750
+18%
减持
VTIP
VANGUARD MALVERN FDS
-$45.0K
27,840
-3%
减持
CL
COLGATE PALMOLIVE CO
-$44.0K
3,720
-3%
增持
JNJ
JOHNSON & JOHNSON
+$44.0K
1,869
+11%
增持
DIS
DISNEY WALT CO
-$40.0K
13,521
+11%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$37.0K
52,824
+5%
减持
XLF
SELECT SECTOR SPDR TR
-$37.0K
12,902
-5%
减持
VB
VANGUARD INDEX FDS
-$35.0K
2,019
-2%
增持
PYPL
PAYPAL HLDGS INC
+$34.0K
2,699
+83%
增持
XLK
SELECT SECTOR SPDR TR
-$34.0K
2,295
+0%
增持
VBR
VANGUARD INDEX FDS
+$33.0K
3,532
+7%
减持
VOE
VANGUARD INDEX FDS
-$29.0K
1,418
-12%
增持
IJH
ISHARES TR
-$27.0K
5,939
+4%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$26.0K
43,682
+2%
增持
ABT
ABBOTT LABS
-$24.0K
5,494
+15%
减持
PAPR
INNOVATOR ETFS TR
+$23.0K
125,729
-0%
减持
INDA
ISHARES TR
-$22.0K
7,414
-4%
增持
IUSG
ISHARES TR
+$20.0K
9,397
+12%
增持
AVGO
BROADCOM INC
+$18.0K
1,447
+8%
减持
XLI
SELECT SECTOR SPDR TR
-$16.0K
3,515
-2%
增持
VXUS
VANGUARD STAR FDS
+$14.0K
20,947
+8%
增持
LOW
LOWES COS INC
+$12.0K
1,211
+34%
增持
PG
PROCTER AND GAMBLE CO
+$10.0K
1,849
+11%
增持
NOBL
PROSHARES TR
+$9.0K
10,075
+4%
减持
—
ROYAL CARIBBEAN GROUP
+$8.0K
2,650
-5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$6.0K
64,240
+2%
减持
LLY
LILLY ELI & CO
-$4.0K
950
-5%
增持
IJS
ISHARES TR
+$1.0K
6,255
+2%