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Nvest Wealth Strategies, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Nvest Wealth Strategies, Inc.

No.7923 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.60亿
环比变动 Q1 2026
+$1,713.8万+12.0%
持仓股票数
351
新买入
40
加仓
63
减仓
38
清仓
82
持股不变
210
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
JJOHN HANCOCK EXCHANGE TRADEDJHMM
19.84%19.57%$3,174.3万42.3万股$2,796.2万41.7万股+6,865股+1.65%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
13.12%12.42%$2,098.5万62.0万股$1,774.4万60.9万股+1.1万股+1.81%加仓
BBRANDES INTERNATIONAL ETF (USD)BINV
8.64%9.04%$1,382.2万32.9万股$1,291.3万31.3万股+1.6万股+5.15%加仓
AAvantis·U SAVUV
7.81%7.6%$1,250.1万10.0万股$1,085.5万9.8万股+1,939股+1.97%加仓
F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP
5.74%6.25%$918.2万21.1万股$893.2万20.5万股+6,501股+3.18%加仓
WWisdomTree信托DGRW
5.35%5.52%$855.8万9.0万股$788.6万9.0万股-269股-0.30%减仓
S道富SLYG
5.26%4.75%$842.3万7.1万股$677.9万7.0万股+541股+0.77%加仓
WWisdomTree·JAPANDXJ
4.18%4.17%$669.0万3.9万股$595.7万3.8万股+991股+2.64%加仓
I景顺交易所交易基金信托RSP
3.82%3.7%$611.3万2.9万股$528.3万2.8万股+1,204股+4.37%加仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
3.77%4.3%$603.3万20.6万股$614.0万19.8万股+7,640股+3.86%加仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
3.43%3.33%$548.4万5.0万股$475.1万5.0万股+28股+0.06%加仓
AAvantis·INTERNATIONAL SMALL CAP EQUITY ETFAVDS
2.79%2.82%$446.0万5.9万股$403.2万5.6万股+3,147股+5.61%加仓
WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG
2.55%2.64%$408.7万7.8万股$376.9万7.8万股-240股-0.31%减仓
联合太平洋铁路UNP
1.95%1.95%$312.6万1.1万股$278.8万1.1万股+3股+0.03%加仓
EEA SERIES TRUSTUSEW
1.73%1.7%$277.5万5.0万股$242.9万5.0万股00.00%持仓不变
S嘉信策略信托SCHC
1.57%1.63%$250.5万4.7万股$232.7万4.8万股-81股-0.17%减仓
英伟达NVDA
1.31%1.33%$209.7万1.0万股$190.3万1.1万股-435股-3.99%减仓
A美国世纪ETF信托AVMV
0.76%0.77%$122.2万1.5万股$110.2万1.5万股+317股+2.13%加仓
AAvantis US Small Cap Value ETFAVDV
0.71%0.74%$113.0万1.1万股$106.1万1.1万股+344股+3.24%加仓
TT ROWE PRICE EXCHANGE-TRADEDTDVG
0.69%0.37%$110.8万2.3万股$52.7万1.2万股+1.1万股+91.42%加仓
V先锋领航指数基金VBK
0.52%0.48%$82.9万2,268股$68.7万2,272股-4股-0.18%减仓
PPG工业PPG
0.37%0.37%$59.9万4,936股$52.7万4,935股+1股+0.02%加仓
EEA SERIES TRUSTGEW
0.29%0.3%$46.1万8,437股$42.5万8,437股00.00%持仓不变
苹果AAPL
0.28%0.36%$45.3万1,567股$51.6万2,033股-466股-22.92%减仓
I景顺QQQ信托VOO
0.26%0.25%$41.7万566股$35.5万615股-49股-7.97%减仓
HUNT J B TRANS SVCSJBHT
0.21%0.17%$33.1万1,142股$24.2万1,142股00.00%持仓不变
TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP
0.18%0.17%$29.4万5,877股$25.0万5,656股+221股+3.91%加仓
亚马逊AMZN
0.17%0.19%$27.4万1,150股$27.3万1,309股-159股-12.15%减仓
V先锋领航白厅基金VNQ
0.17%0.17%$26.5万2,833股$24.9万2,815股+18股+0.64%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
0.13%0.1%$21.1万4,188股$14.6万2,910股+1,278股+43.92%加仓
卡特彼勒CAT
0.13%0.1%$20.5万193股$13.6万193股00.00%持仓不变
美国电力AEP
0.11%0.12%$18.0万1,316股$17.2万1,310股+6股+0.46%加仓
宝洁PG
0.08%0.09%$13.5万924股$13.3万924股00.00%持仓不变
ShopifySHOP
0.07%0.08%$11.4万1,000股$11.9万1,003股-3股-0.30%减仓
AAMERICAN CENTY ETF TR US QUALITY GROWQGRO
0.06%0.06%$10.1万853股$9.0万853股00.00%持仓不变
GE航空GE
0.05%0.04%$8.4万225股$6.4万224股+1股+0.45%加仓
谷歌AGOOGL
0.05%0.04%$8.0万223股$6.4万223股00.00%持仓不变
高盛GS
0.05%0.04%$7.4万73股$6.2万73股00.00%持仓不变
FFIDELITY MSCI ENERGY INDEX ETFFENY
0.05%0.06%$7.4万2,500股$8.5万2,500股00.00%持仓不变
帕兰提尔PLTR
0.05%0.11%$7.3万629股$16.1万1,098股-469股-42.71%减仓
麦当劳MCD
0.04%0.06%$7.0万260股$8.0万257股+3股+1.17%加仓
强生JNJ
0.04%0.05%$6.9万274股$6.7万274股00.00%持仓不变
微软MSFT
0.04%0.07%$6.8万184股$9.6万259股-75股-28.96%减仓
特斯拉TSLA
0.04%0.08%$6.6万157股$11.2万302股-145股-48.01%减仓
摩根大通JPM
0.04%0.04%$6.4万196股$5.8万196股00.00%持仓不变
威瑞信VRSN
0.04%0.05%$6.2万245股$7.2万290股-45股-15.52%减仓
SterisSTE
0.04%0.04%$5.8万277股$6.1万277股00.00%持仓不变
钢铁动力STLD
0.04%0.03%$5.7万250股$4.5万250股00.00%持仓不变
艾伯维ABBV
0.04%0.03%$5.7万227股$4.8万220股+7股+3.18%加仓
SSPDR黄金信托GLD
0.04%0.05%$5.7万155股$6.7万155股00.00%持仓不变

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