小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 127 项
建仓 9
增持 73
减持 36
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$1.6M
77,990
+1%
增持
ABBV
ABBVIE INC
+$1.3M
39,270
+17%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.2M
0
-100%
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。
建仓
SCHW
SCHWAB CHARLES CORP
+$923.1K
16,815
增持
GOOGL
ALPHABET INC
+$798.5K
56,641
+3%
清仓
IGE
ISHARES TR
-$785.7K
0
-100%
清仓
IDU
ISHARES TR
-$746.0K
0
-100%
建仓
ULTA
ULTA BEAUTY INC
+$577.6K
1,446
增持
UNH
UNITEDHEALTH GROUP INC
+$556.5K
11,223
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$477.9K
104,052
+2%
增持
COST
COSTCO WHSL CORP NEW
+$432.7K
11,213
+2%
建仓
UPS
UNITED PARCEL SERVICE INC
+$417.9K
2,681
增持
DGRW
WISDOMTREE TR
+$324.7K
9,025
+142%
减持
VTV
VANGUARD INDEX FDS
-$298.0K
39,907
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$259.2K
16,038
+17%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$251.9K
0
-100%
减持
EFAV
ISHARES TR
-$250.5K
25,155
-10%
清仓
NEE
NEXTERA ENERGY INC
-$249.3K
0
-100%
建仓
—
UNITED STATES STL CORP NEW
+$241.2K
7,425
减持
PAPR
INNOVATOR ETFS TR
-$221.4K
111,819
-5%
增持
WMT
WALMART INC
+$220.8K
8,036
+19%
建仓
ITW
ILLINOIS TOOL WKS INC
+$215.6K
936
减持
DVY
ISHARES TR
-$212.6K
32,921
-1%
清仓
XLI
SELECT SECTOR SPDR TR
-$210.9K
0
-100%
增持
IBB
ISHARES TR
+$208.4K
9,835
+26%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$207.1K
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$205.1K
0
-100%
建仓
EFA
ISHARES TR
+$204.8K
2,972
清仓
USMV
ISHARES TR
-$203.7K
0
-100%
增持
AMGN
AMGEN INC
+$203.3K
1,997
+33%
建仓
VUG
VANGUARD INDEX FDS
+$203.1K
746
建仓
IVT
INVENTRUST PPTYS CORP
+$201.9K
8,481
建仓
CSCO
CISCO SYS INC
+$201.8K
3,753
增持
IYK
ISHARES TR
+$201.3K
5,142
+36%
增持
IWF
ISHARES TR
-$201.1K
25,120
+0%
增持
—
LAM RESEARCH CORP
+$199.4K
4,469
+10%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$183.1K
34,556
-2%
增持
IYF
ISHARES TR
+$181.1K
13,262
+22%
增持
MSFT
MICROSOFT CORP
-$174.5K
15,446
+4%
减持
XLP
SELECT SECTOR SPDR TR
-$173.1K
13,745
-9%
减持
SPY
SPDR S&P 500 ETF TR
-$163.0K
8,932
-1%
增持
MA
MASTERCARD INCORPORATED
+$160.3K
3,871
+11%
增持
IJJ
ISHARES TR
-$155.9K
30,818
+1%
增持
VIGI
VANGUARD WHITEHALL FDS
-$153.6K
44,793
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$152.6K
14,470
-29%
增持
IUSG
ISHARES TR
+$144.8K
11,208
+19%
增持
PFE
PFIZER INC
+$142.9K
49,811
+21%
增持
GSLC
GOLDMAN SACHS ETF TR
+$141.9K
83,290
+6%
增持
IYM
ISHARES TR
+$138.8K
7,591
+23%
减持
TIP
ISHARES TR
-$137.4K
12,725
-6%
增持
IJH
ISHARES TR
+$136.2K
7,982
+13%
增持
VO
VANGUARD INDEX FDS
-$134.8K
28,631
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$119.2K
1,087
+42%
增持
IJR
ISHARES TR
-$117.9K
80,918
+4%
增持
IYJ
ISHARES TR
+$116.0K
9,690
+19%
减持
VTIP
VANGUARD MALVERN FDS
-$113.8K
21,633
-10%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$111.5K
51,461
+4%
减持
VBR
VANGUARD INDEX FDS
-$111.1K
15,745
-1%
增持
JPM
JPMORGAN CHASE & CO
+$109.2K
32,189
+3%
增持
SCHA
SCHWAB STRATEGIC TR
-$109.0K
81,113
+2%
减持
PJAN
INNOVATOR ETFS TR
-$107.5K
62,945
-4%
增持
IGM
ISHARES TR
+$105.2K
2,544
+15%
减持
DIS
DISNEY WALT CO
-$102.2K
8,225
-4%
增持
MCD
MCDONALDS CORP
-$95.8K
10,190
+9%
减持
WM
WASTE MGMT INC DEL
-$86.4K
3,795
-1%
增持
DE
DEERE & CO
-$81.3K
8,563
+5%
减持
DPZ
DOMINOS PIZZA INC
-$81.1K
1,325
-23%
减持
VNQ
VANGUARD INDEX FDS
-$77.0K
6,367
-5%
增持
NEAR
ISHARES U S ETF TR
+$76.5K
34,336
+4%
减持
SCHD
SCHWAB STRATEGIC TR
-$76.2K
38,808
-0%
增持
ALL
ALLSTATE CORP
+$76.2K
18,161
+2%
增持
TJX
TJX COS INC NEW
+$74.9K
12,079
+3%
增持
LLY
ELI LILLY & CO
+$72.9K
856
+4%
减持
SOXX
ISHARES TR
-$72.1K
1,920
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$71.2K
27,480
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$70.1K
81,480
-4%
增持
IYT
ISHARES TR
+$68.1K
3,991
+15%
增持
CRM
SALESFORCE INC
+$66.3K
8,428
+8%
减持
VLUE
ISHARES TR
-$64.5K
2,225
-22%
增持
LMT
LOCKHEED MARTIN CORP
-$61.8K
2,231
+5%
增持
QQQ
INVESCO QQQ TR
+$61.4K
18,119
+4%
增持
NOBL
PROSHARES TR
-$59.9K
13,415
+1%
增持
META
META PLATFORMS INC
+$59.6K
2,338
+4%
减持
GLD
SPDR GOLD TR
-$59.2K
2,150
-10%
增持
VXUS
VANGUARD STAR FDS
+$58.3K
42,949
+8%
增持
NVDA
NVIDIA CORPORATION
+$58.0K
2,900
+2%
减持
SPYM
SPDR SER TR
-$56.8K
19,688
-2%
增持
IYW
ISHARES TR
+$56.2K
9,313
+10%
增持
ADBE
ADOBE INC
+$55.0K
525
+21%
增持
VTI
VANGUARD INDEX FDS
-$54.6K
12,709
+2%
增持
AMZN
AMAZON COM INC
+$53.3K
69,365
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$52.5K
4,590
+3%
增持
HD
HOME DEPOT INC
-$47.6K
7,522
+1%
增持
QUAL
ISHARES TR
+$46.3K
6,869
+8%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$44.1K
49,482
-4%
减持
PJUL
INNOVATOR ETFS TR
-$40.1K
13,555
-7%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$39.6K
9,575
-0%
增持
ABT
ABBOTT LABS
-$38.4K
11,168
+9%
增持
SPSM
SPDR SER TR
+$37.7K
30,036
+9%
减持
CVX
CHEVRON CORP NEW
+$33.8K
3,308
-1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$32.9K
149,977
+1%
增持
VB
VANGUARD INDEX FDS
+$32.6K
2,549
+13%
减持
SO
SOUTHERN CO
-$29.7K
3,470
-4%
增持
IJS
ISHARES TR
+$28.4K
7,310
+11%
增持
LOW
LOWES COS INC
+$27.0K
1,847
+17%
减持
INDA
ISHARES TR
-$25.1K
6,289
-9%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$24.9K
36,774
+4%
减持
PG
PROCTER AND GAMBLE CO
-$23.1K
2,187
-3%
减持
IUSV
ISHARES TR
-$22.6K
4,451
-2%
减持
PAUG
INNOVATOR ETFS TR
-$22.5K
7,540
-8%
增持
V
VISA INC
+$21.9K
12,928
+4%
增持
SPTM
SPDR SER TR
-$20.8K
15,090
+1%
减持
FDX
FEDEX CORP
+$20.0K
1,537
-2%
增持
GS
GOLDMAN SACHS GROUP INC
+$19.8K
3,833
+1%
增持
TSLA
TESLA INC
+$18.8K
1,025
+13%
增持
HYD
VANECK ETF TRUST
-$17.2K
22,615
+3%
增持
AVGO
BROADCOM INC
-$17.1K
1,501
+3%
增持
JNJ
JOHNSON & JOHNSON
+$14.0K
2,125
+11%
减持
MU
MICRON TECHNOLOGY INC
+$12.7K
3,870
-3%
增持
SPHY
SPDR SER TR
+$10.4K
79,125
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$9.6K
2,362
+11%
减持
PJUN
INNOVATOR ETFS TR
-$9.6K
13,445
-1%
增持
SHW
SHERWIN WILLIAMS CO
-$8.4K
3,210
+3%
增持
VOE
VANGUARD INDEX FDS
-$6.8K
2,508
+4%
增持
KLAC
KLA CORP
+$5.4K
622
+8%
减持
POCT
INNOVATOR ETFS TR
+$2.0K
12,575
-1%
增持
—
BLACKROCK INC
-$197
314
+7%
