NC

Nelson Capital Management, LLC

產業集中型趨勢追蹤型長期持有型

申報總市值

US$8.2億

申報季度: 2026-03-31 · 持股檔數: 108

Nelson Capital Management, LLC在最新一期 13F 報告中揭露了 108 項持股，申報期為 2026-03-31，總持股市值約為 US$8.2億，季度換手率為 10.3%。

機構性格雪花圖

集中度
53.56
持倉穩定性
10.26
動能／逆勢
100
產業集中度
100
多樣化
100
倉位均衡度
63.14

近期動向

  • 減碼 MSFT

    +1.5%　-US$741.0萬

  • 加碼 VEA

    +6.7%　US$377.8萬

  • 減碼 QCOM

    -50.2%　-US$522.2萬

  • 加碼 IGSB

    +9.7%　US$316.9萬

  • 加碼 XLK

    +21.1%　US$277.0萬

  • 加碼 VWO

    +25.2%　US$219.3萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1NVDANvidia CORP股票-科技34.71%-0.22%+1.87%
2VEAVanguard Ftse Developed ETFETF-其他5.37%+0.67%+6.65%
3IGSBIshares 1-5y Inv Grade CORPETF-其他4.65%+0.56%+9.73%
4XLKSs Technology Select SectorETF-科技型3.20%+0.45%+21.11%
5MSFTMicrosoft CORP股票-科技3.15%-0.73%+1.48%
6SPTSSs Spdr P St Term Tsy ETFETF-其他3.14%+0.18%+1.72%
7AAPLApple INC股票-科技2.92%-0.13%-1.84%
8GOOGAlphabet Inc-cl C股票-通訊服務2.72%-0.19%-1.91%
9XLISs Industrial Select SectorETF-其他2.48%+0.14%-2.70%
10VBVanguard Small-cap ETFETF-其他2.00%—-0.28%
11JPMJpmorgan Chase & Co股票-金融1.53%-0.11%-2.17%
12AMZNAmazon.com INC股票-循環性消費1.49%-0.12%-1.78%
13VPUVanguard Utilities ETFETF-其他1.49%+0.16%+0.16%
14AEMAgnico Eagle Mines LTD股票-原物料1.38%+0.26%-1.71%
15VWOVanguard Ftse Emerging MarkeETF-新興市場1.30%+0.31%+25.24%
16CSCOCisco Systems INC股票-科技1.27%—-0.84%
17EMXCIshares Msci Emr Mrk Ex ChnaETF-其他1.21%+0.11%-2.80%
18SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.17%-0.03%-1.91%
19COSTCostco Wholesale CORP股票-非循環性消費1.17%+0.18%-1.72%
20VVisa Inc-class A Shares股票-金融1.11%-0.14%-1.00%
21IVVIshares Core S&p 500 ETFETF-大型股與成長1.03%-0.07%-5.23%
22XCEMColumbia Em Core Ex-chinaETF-新興市場0.90%+0.18%+13.58%
23TJXTjx Companies INC股票-循環性消費0.90%+0.07%+0.45%
24PGProcter & Gamble Co/the股票-非循環性消費0.84%—-0.69%
25SYKStryker CORP股票-醫療保健0.63%-0.03%-1.37%
26XLFSs Financial Select SectorETF-其他0.62%—+10.59%
27AMGNAmgen INC股票-醫療保健0.61%—-2.08%
28ABBVAbbvie INC股票-醫療保健0.61%—-0.62%
29XOMExxon Mobil CORP股票-能源0.57%-0.12%-44.55%
30LINLinde plc股票-原物料0.52%+0.08%-3.11%
31XLRESs Real Estate Select SectorETF-其他0.51%—+0.82%
32IHAKIshares Cybersecurity & TechETF-科技型0.50%-0.03%-0.39%
33LLYEli Lilly & Co股票-醫療保健0.50%-0.08%-4.71%
34CVXChevron CORP股票-能源0.47%-0.04%-34.15%
35XLVSs Health Care Select SectorETF-其他0.47%—-0.36%
36XLCSs Comm Select Sector SpdrETF-其他0.45%—+1.73%
37DISWalt Disney Co/the股票-通訊服務0.45%-0.04%+3.65%
38SCHWSchwab (charles) CORP股票-金融0.44%-0.01%-1.14%
39TMOThermo Fisher Scientific INC股票-醫療保健0.43%-0.05%-0.13%
40ISRGIntuitive Surgical INC股票-醫療保健0.41%-0.06%+3.02%
41SHELShell Plc-adr股票-能源0.41%+0.11%+2.21%
42TELTE Connectivity plc股票-科技0.40%-0.02%+0.58%
43XLYSs Consumer Disc Select SectETF-其他0.40%—+3.98%
44GLDSpdr Gold SharesETF-避險與商品0.40%+0.04%—
45EMREmerson Electric Co股票-工業0.40%—-2.13%
46CBChubb Limited股票-金融0.39%—-3.99%
47QCOMQualcomm INC股票-科技0.38%-0.60%-50.20%
48BRK-BBerkshire Hathaway Inc-cl B股票-其他0.37%—-0.47%
49ROPRoper Technologies INC股票-科技0.37%-0.13%-11.09%
50SCHFSchwab Intl Equity ETFETF-其他0.37%—-2.48%
1–50 of 108

本季持股變動

Nelson Capital Management, LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Booking Holdings INC (BKNG); 新建倉: Royal Caribbean Cruises Ltd. (RCL); 新建倉: Gilead Sciences INC (GILD); 加碼: Microsoft CORP (MSFT) — 股數 +1.48%; 加碼: Vanguard Ftse Developed ETF (VEA) — 股數 +6.65%.

Nelson Capital Management, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1VEAVanguard Ftse Developed ETF+0.7%+6.65%加碼
2IGSBIshares 1-5y Inv Grade CORP+0.6%+9.73%加碼
3XLKSs Technology Select Sector+0.5%+21.11%加碼
4VWOVanguard Ftse Emerging Marke+0.3%+25.24%加碼
5AEMAgnico Eagle Mines LTD+0.3%-1.71%減碼
6XCEMColumbia Em Core Ex-china+0.2%+13.58%加碼
7COSTCostco Wholesale CORP+0.2%-1.72%減碼
8SPTSSs Spdr P St Term Tsy ETF+0.2%+1.72%加碼
9VPUVanguard Utilities ETF+0.2%+0.16%加碼
10XLISs Industrial Select Sector+0.1%-2.70%減碼
11SHELShell Plc-adr+0.1%+2.21%加碼
12EMXCIshares Msci Emr Mrk Ex Chna+0.1%-2.80%減碼
13LINLinde plc+0.1%-3.11%減碼
14XLESs Energy Select Sector+0.1%-5.15%減碼
15TJXTjx Companies INC+0.1%+0.45%加碼
16GLDSpdr Gold Shares0%—不變
17ABBVAbbvie INC—-0.62%減碼
18SCHWSchwab (charles) CORP0%-1.14%減碼
19TELTE Connectivity plc0%+0.58%加碼
20SPYSs Spdr S&p 500 ETF Trust-us0%-1.91%減碼
21SYKStryker CORP0%-1.37%減碼
22IHAKIshares Cybersecurity & Tech0%-0.39%減碼
23XYLXylem INC0%-0.92%減碼
24DISWalt Disney Co/the0%+3.65%加碼
25CVXChevron CORP0%-34.15%減碼
26JEPIJpmorgan Equity Premium Inco0%-21.48%減碼
27ADBEAdobe INC0%-8.62%減碼
28TMOThermo Fisher Scientific INC-0.1%-0.13%減碼
29ORCLOracle CORP-0.1%-0.62%減碼
30ISRGIntuitive Surgical INC-0.1%+3.02%加碼
31AJGArthur J Gallagher & Co-0.1%-1.37%減碼
32INTUIntuit INC-0.1%-18.02%減碼
33IVVIshares Core S&p 500 ETF-0.1%-5.23%減碼
34CRMSalesforce INC-0.1%+1.65%加碼
35LLYEli Lilly & Co-0.1%-4.71%減碼
36BSXBoston Scientific CORP-0.1%+1.16%加碼
37JPMJpmorgan Chase & Co-0.1%-2.17%減碼
38AMZNAmazon.com INC-0.1%-1.78%減碼
39XOMExxon Mobil CORP-0.1%-44.55%減碼
40AAPLApple INC-0.1%-1.84%減碼
41ROPRoper Technologies INC-0.1%-11.09%減碼
42VVisa Inc-class A Shares-0.1%-1.00%減碼
43GOOGAlphabet Inc-cl C-0.2%-1.91%減碼
44NVDANvidia CORP-0.2%+1.87%加碼
45SPGIS&p Global INC-0.3%-32.86%減碼
46QCOMQualcomm INC-0.6%-50.20%減碼
47MSFTMicrosoft CORP-0.7%+1.48%加碼
48BKNGBooking Holdings INC—EXIT清倉
49RCLRoyal Caribbean Cruises Ltd.—NEW新建倉
50GILDGilead Sciences INC—NEW新建倉

FAQ

Nelson Capital Management, LLC 是什麼機構？屬於哪種投資人類型？
Nelson Capital Management, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$8.2億，分佈在 108 個已申報部位之中。
Nelson Capital Management, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Nelson Capital Management, LLC 按市值排列的前幾大持股為： 1. Nvidia CORP (NVDA) — US$2.8億 (34.7%) 2. Vanguard Ftse Developed ETF (VEA) — US$4395.7萬 (5.4%) 3. Ishares 1-5y Inv Grade CORP (IGSB) — US$3810.1萬 (4.7%) 4. Ss Technology Select Sector (XLK) — US$2625.0萬 (3.2%) 5. Microsoft CORP (MSFT) — US$2577.9萬 (3.1%)
Nelson Capital Management, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Nelson Capital Management, LLC 共進行了 49 項顯著調整：新建倉 2 個部位、加碼 16 個既有持股、減碼 30 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：清倉: Booking Holdings INC (BKNG); 新建倉: Royal Caribbean Cruises Ltd. (RCL); 新建倉: Gilead Sciences INC (GILD); 加碼: Microsoft CORP (MSFT) — 股數 +1.48%; 加碼: Vanguard Ftse Developed ETF (VEA) — 股數 +6.65%
Nelson Capital Management, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Nelson Capital Management, LLC 的主要板塊分佈如下： • Information Technology: 66.3% • Financials: 6.9% • Communication Services: 5.8% • Health Care: 5.6% • Consumer Discretionary: 4.8% • Consumer Staples: 3.7%