Nikulski Financial, Inc.
CIK 1729847 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $462.5M
- 持仓
- 180
- 截至
- 2026年6月30日
按 13F 价值排名第 3980（共 9443） · 前 42.1%
投资组合价值同比（季度）：+14.2% 13F不披露现金
- 前十大持仓权重
- 30.20%
- 前二十五大持仓权重
- 54.18%
- 持仓高于 1%
- 31
- 有效持仓数量
- 62.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 4.51% 估计买入 $27856037 · 卖出 $19587124
中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q2 2026 · 81.4% 仍持有
- 新仓位
- 13
- 增加
- 82
- 减少
- 75
- 已结清
- 8
本页内容
行业细分
Technology
20.6%
Retail
8.5%
Industrials
4.9%
Healthcare
4.7%
Communication Services
4.2%
Consumer Discretionary
4.2%
Financial Services
3.5%
Financials
3.2%
Utilities
1.6%
Energy
1.4%
Materials
1.2%
Real Estate
1.0%
Consumer Staples
0.3%
Telecommunication
0.2%
Communications
0.1%
Consumer products
0.1%
Packaging
0.0%
其他/未映射
40.3%
完整投资组合 180 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $18685178 | 4.04% | 64574 | $2437826 | 上涨 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $16630526 | 3.60% | 48767 | $9009913 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $16255804 | 3.51% | 37508 | $7865646 | 下跌 ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $15919880 | 3.44% | 66795 | $2344043 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $14936736 | 3.23% | 41796 | $2465808 | 下跌 ×4 | ||
| IPKW Invesco International BuyBack Achievers ETF | $13809968 | 2.99% | 245164 | $881528 | 上涨 ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $11731620 | 2.54% | 58632 | $1469417 | 下跌 ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $10997190 | 2.38% | 33597 | $1154130 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $10521465 | 2.27% | 28206 | $393219 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $10208154 | 2.21% | 10912 | $-496780 | 上涨 ×1 | ||
| VIG | $9788847 | 2.12% | 41369 | $861090 | 下跌 ×6 | ||
| ABBV AbbVie Inc. Common Stock | $9590194 | 2.07% | 38111 | $1438235 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $8580693 | 1.86% | 11651 | $1618784 | 下跌 ×4 | ||
| SMH SMH | $8577729 | 1.85% | 13078 | $3821989 | 上涨 ×4 | ||
| IJR | $7996859 | 1.73% | 53920 | $677391 | 下跌 ×6 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $7573401 | 1.64% | 9924 | $3740356 | 上涨 ×6 | ||
| VO | $7484106 | 1.62% | 92889 | $956513 | 上涨 ×1 | ||
| XOP | $7228762 | 1.56% | 46861 | $-1198130 | 上涨 ×4 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $6896356 | 1.49% | 68771 | $3012230 | 上涨 ×4 | ||
| SCHA | $6820104 | 1.47% | 188766 | $1477201 | 上涨 ×1 | ||
| SPHQ | $6648641 | 1.44% | 73792 | $613920 | 下跌 ×5 | ||
| LLY Eli Lilly and Company Common Stock | $6420691 | 1.39% | 5353 | $1816262 | 上涨 ×5 | ||
| GSLC | $6012194 | 1.30% | 42372 | $44768 | 下跌 ×5 | ||
| DE Deere & Company Common Stock | $5835294 | 1.26% | 9197 | $843388 | 上涨 ×1 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $5467486 | 1.18% | 86937 | $471421 | 上涨 ×4 | ||
| SCHD | $5377612 | 1.16% | 169587 | $372469 | 上涨 ×5 | ||
| XMMO | $5234187 | 1.13% | 30764 | $1117354 | 上涨 ×4 | ||
| V Visa Inc. | $5113586 | 1.11% | 14905 | $582600 | 下跌 ×2 | ||
| AAAU | $4882532 | 1.06% | 123390 | $-678051 | 上涨 ×6 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $4863122 | 1.05% | 19580 | $-452152 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $4808760 | 1.04% | 12730 | $660950 | 下跌 ×2 | ||
| DON | $4560313 | 0.99% | 80685 | $190421 | 下跌 ×4 | ||
| MCD McDonald's Corporation Common Stock | $4128614 | 0.89% | 15274 | $-330010 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $4015889 | 0.87% | 9548 | $851553 | 上涨 ×6 | ||
| JIVE JPMorgan International Value ETF | $4015828 | 0.87% | 43672 | $509058 | 上涨 ×2 | ||
| WM Waste Management, Inc. Common Stock | $3945564 | 0.85% | 17703 | $-65822 | 上涨 ×6 | ||
| WMT Walmart Inc. - Common Stock | $3797617 | 0.82% | 33530 | $-375977 | 下跌 ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $3796889 | 0.82% | 10766 | $431665 | 上涨 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $3603575 | 0.78% | 42152 | $91980 | 下跌 ×1 | ||
| SHLD | $3565477 | 0.77% | 59702 | $-324118 | 上涨 ×2 | ||
| SCHE | $3494800 | 0.76% | 96382 | $1062302 | 上涨 ×5 | ||
| PAPR | $3452740 | 0.75% | 81818 | $-89598 | 下跌 ×4 | ||
| ALL Allstate Corporation (The) Common Stock | $3131637 | 0.68% | 13155 | $371435 | 下跌 ×4 | ||
| LMT Lockheed Martin Corporation Common Stock | $3037652 | 0.66% | 5962 | $-307798 | 上涨 ×6 | ||
| IJJ | $2857962 | 0.62% | 19346 | $-27291 | 下跌 ×6 | ||
| SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share | $2778974 | 0.60% | 28999 | $983653 | 上涨 ×3 | ||
| PFIG | $2775270 | 0.60% | 116023 | $111352 | 上涨 ×4 | ||
| VTV | $2755042 | 0.60% | 12642 | $98991 | 下跌 ×6 | ||
| SYK Stryker Corporation Common Stock | $2601100 | 0.56% | 8260 | $-71004 | 上涨 ×4 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $2592173 | 0.56% | 17110 | $-68433 | 上涨 ×5 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $2547885 | 0.55% | 2519 | $392099 | 下跌 ×5 | ||
| DLR Digital Realty Trust, Inc. Common Stock | $2524293 | 0.55% | 14057 | $-78939 | 下跌 ×3 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $2445437 | 0.53% | 26188 | $77980 | 下跌 ×6 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $2430119 | 0.53% | 20829 | $-245342 | 上涨 ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $2369494 | 0.51% | 17331 | $-344727 | 上涨 ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $2350988 | 0.51% | 32927 | $-774175 | 上涨 ×5 | ||
| VNQ | $2289808 | 0.50% | 23746 | $228572 | 上涨 ×5 | ||
| VTI | $2272180 | 0.49% | 6140 | $204450 | 下跌 ×5 | ||
| MAR Marriott International - Class A Common Stock | $2184824 | 0.47% | 5896 | $245164 | 下跌 ×5 | ||
| PJAN | $2145392 | 0.46% | 43350 | $51090 | 下跌 ×1 | ||
| SPY SPY | $2132028 | 0.46% | 2855 | $-97338 | 下跌 ×5 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $2125384 | 0.46% | 22227 | $58480 | 下跌 ×5 | ||
| SPHY | $2063341 | 0.45% | 88026 | $69796 | 上涨 ×5 | ||
| ENB Enbridge Inc Common Stock | $1979207 | 0.43% | 36510 | $-20183 | 下跌 ×1 | ||
| PLD Prologis, Inc. Common Stock | $1973298 | 0.43% | 14566 | $187282 | 上涨 ×1 | ||
| JPST | $1946355 | 0.42% | 38488 | $-145112 | 下跌 ×2 | ||
| SCHG | $1942147 | 0.42% | 57392 | $119281 | 下跌 ×3 | ||
| VOE | $1932646 | 0.42% | 9781 | $401729 | 上涨 ×5 | ||
| BE Bloom Energy Corporation Class A Common Stock | $1901561 | 0.41% | 6282 | $1019250 | 下跌 ×1 | ||
| BKLN | $1897853 | 0.41% | 93169 | $620 | 上涨 ×5 | ||
| IWF | $1887549 | 0.41% | 15201 | $172067 | 上涨 ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $1777870 | 0.38% | 18105 | $169460 | 上涨 ×3 | ||
| AVAV AeroVironment, Inc. - Common Stock | $1749426 | 0.38% | 10598 | $-127218 | 上涨 ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $1723008 | 0.37% | 1618 | $576720 | |||
| BND Vanguard Total Bond Market ETF | $1664453 | 0.36% | 22673 | $-44613 | 下跌 ×6 | ||
| CCJ Cameco Corporation Common Stock | $1637807 | 0.35% | 16079 | $-108425 | 上涨 ×2 | ||
| NLR | $1489995 | 0.32% | 12847 | $-2432 | 上涨 ×1 | ||
| IJH | $1438787 | 0.31% | 18659 | $135770 | 下跌 ×6 | ||
| SIVR | $1357151 | 0.29% | 24140 | $-299162 | 上涨 ×1 | ||
| ABT Abbott Laboratories Common Stock | $1289945 | 0.28% | 14216 | $-73393 | 上涨 ×1 | ||
| RKLB Rocket Lab Corporation - Common Stock | $1288719 | 0.28% | 12678 | $468116 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1260762 | 0.27% | 3568 | $510271 | 上涨 ×3 | ||
| GII | $1233694 | 0.27% | 16295 | $153830 | 上涨 ×2 | ||
| PJUN | $1212385 | 0.26% | 28045 | $664874 | 上涨 ×1 | ||
| SPSM | $1192694 | 0.26% | 20681 | $187906 | 下跌 ×6 | ||
| VEA | $1168612 | 0.25% | 16402 | $117728 | 上涨 ×1 | ||
| SNOW Snowflake Inc. Common Stock | $1123363 | 0.24% | 4414 | $459906 | 上涨 ×2 | ||
| GLW Corning Incorporated Common Stock | $1101615 | 0.24% | 4313 | $682177 | 上涨 ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $990349 | 0.21% | 1026 | $464502 | 下跌 ×3 | ||
| AMGN Amgen Inc. - Common Stock | $988938 | 0.21% | 2731 | $82583 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $954598 | 0.21% | 827 | $607636 | 下跌 ×3 | ||
| IBB IBB | $927727 | 0.20% | 4878 | $617354 | 上涨 ×1 | ||
| KLAC KLA Corporation - Common Stock | $922490 | 0.20% | 3058 | $404858 | 上涨 ×1 | ||
| BRKB | $916237 | 0.20% | 1831 | $-83157 | 下跌 ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $912151 | 0.20% | 1909 | $261128 | 下跌 ×3 | ||
| XLP XLP | $891592 | 0.19% | 10733 | $-51424 | 下跌 ×3 | ||
| SPLV | $884968 | 0.19% | 11815 | $-112662 | 下跌 ×6 | ||
| IGM | $868109 | 0.19% | 5307 | $-369587 | 下跌 ×1 | ||
| IYW | $847130 | 0.18% | 3359 | $-374649 | 下跌 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $845722 | 0.18% | 2791 | $357252 | 上涨 ×2 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| IPKW | $13809968 | 2.99% | 上涨 ×5 |
| SMH | $8577729 | 1.85% | 上涨 ×4 |
| CRWD | $7573401 | 1.64% | 上涨 ×6 |
| XOP | $7228762 | 1.56% | 上涨 ×4 |
| HOOD | $6896356 | 1.49% | 上涨 ×4 |
| LLY | $6420691 | 1.39% | 上涨 ×5 |
| FCX | $5467486 | 1.18% | 上涨 ×4 |
| SCHD | $5377612 | 1.16% | 上涨 ×5 |
| XMMO | $5234187 | 1.13% | 上涨 ×4 |
| AAAU | $4882532 | 1.06% | 上涨 ×6 |
| TSLA | $4015889 | 0.87% | 上涨 ×6 |
| WM | $3945564 | 0.85% | 上涨 ×6 |
| SCHE | $3494800 | 0.76% | 上涨 ×5 |
| LMT | $3037652 | 0.66% | 上涨 ×6 |
| SE | $2778974 | 0.60% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| IYM | $819417 | 4564 | 0.18% |
| IDGT | $818507 | 6836 | 0.18% |
| IGE | $747773 | 13310 | 0.16% |
| AMD | $449043 | 773 | 0.10% |
| NXPI | $348424 | 1239 | 0.08% |
| GPC | $315706 | 2676 | 0.07% |
| BX | $256874 | 2183 | 0.06% |
| TFC | $214599 | 4307 | 0.05% |
| KIM | $213772 | 8433 | 0.05% |
| XLV | $211494 | 1333 | 0.05% |
| PSEP | $206995 | 4495 | 0.04% |
| PKG | $202538 | 850 | 0.04% |
| PMAY | $201751 | 4885 | 0.04% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| UNH | 2025年6月30日 | 12148 | $6362441 | 24.2% |
| CRM | 2025年9月30日 | 9754 | $2659908 | -13.3% |
| IDU | 2026年6月30日 | 11932 | $1385462 | 不再跟踪 |
| IYF | 2026年6月30日 | 10992 | $1293360 | 不再跟踪 |
| SHW | 2026年3月31日 | 3443 | $1115635 | 8.6% |
| IYK | 2025年12月31日 | 15993 | $1093774 | 不再跟踪 |
| IYJ | 2026年6月30日 | 7208 | $1063461 | 不再跟踪 |
| IGV | 2026年6月30日 | 12374 | $990513 | 不再跟踪 |
| SOXX | 2025年6月30日 | 4614 | $868216 | 118.4% |
| EFAV | 2025年3月31日 | 11213 | $792870 | 不再跟踪 |
| ADBE | 2025年9月30日 | 1994 | $771439 | -22.6% |
| VGLT | 2026年3月31日 | 8255 | $460629 | |
| BSCP | 2025年12月31日 | 20851 | $431402 | 不再跟踪 |
| ULTA | 2025年6月30日 | 1121 | $410891 | 10.8% |
| XLK | 2025年12月31日 | 1345 | $379102 | 不再跟踪 |
| EXC | 2025年12月31日 | 8346 | $375653 | 2.9% |
| PSKY | 2026年3月31日 | 25693 | $344351 | 14.5% |
| GLD | 2025年12月31日 | 940 | $334142 | 不再跟踪 |
| XLE | 2025年12月31日 | 3696 | $330201 | 不再跟踪 |
| INDA | 2025年9月30日 | 5639 | $313980 | 不再跟踪 |
| STRV | 2025年12月31日 | 6992 | $302056 | 不再跟踪 |
| PMAR | 2025年12月31日 | 6865 | $301442 | 不再跟踪 |
| NXPI | 2026年3月31日 | 1370 | $297601 | 14.3% |
| X | 2025年6月30日 | 6750 | $285255 | 不再跟踪 |
| STXG | 2025年12月31日 | 5653 | $282209 | 9.7% |
| CL | 2025年12月31日 | 3498 | $279630 | 14.2% |
| STZ | 2025年3月31日 | 1235 | $272935 | -26.8% |
| NAPR | 2025年12月31日 | 5100 | $268518 | 不再跟踪 |
| IUSV | 2025年12月31日 | 2657 | $265567 | |
| PAYX | 2026年6月30日 | 2825 | $260201 | 24.1% |
| DIA | 2025年12月31日 | 552 | $255984 | 不再跟踪 |
| BALT | 2026年6月30日 | 7250 | $242621 | 不再跟踪 |
| JNJ | 2025年6月30日 | 1346 | $223169 | 74.9% |
| MA | 2026年6月30日 | 445 | $222466 | 12.0% |
| DPZ | 2025年6月30日 | 480 | $220536 | -25.6% |
| TFC | 2026年3月31日 | 4463 | $219648 | 10.3% |
| COP | 2026年6月30日 | 1662 | $219369 | 30.3% |
| PEG | 2025年12月31日 | 2586 | $215842 | -7.5% |
| EFA | 2025年9月30日 | 2405 | $214983 | 不再跟踪 |
| FDX | 2025年12月31日 | 895 | $211470 | 14.0% |
| AEP | 2025年6月30日 | 1925 | $210345 | 19.0% |
| HPQ | 2025年3月31日 | 6342 | $206951 | 7.0% |
| PSEP | 2026年3月31日 | 4695 | $205258 | 不再跟踪 |
| MDT | 2025年12月31日 | 2143 | $204087 | -4.1% |
| SNY | 2025年6月30日 | 3676 | $203874 | -5.5% |
| KAPR | 2025年12月31日 | 5875 | $200925 | 不再跟踪 |
| AMD | 2026年3月31日 | 938 | $200882 | 131.4% |
| BSCT | 2025年9月30日 | 10355 | $193639 |