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Naviter Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Naviter Wealth, LLC

No.2605 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$11.02亿
环比变动 Q1 2026
+$3.02亿+37.7%
持仓股票数
305
新买入
44
加仓
209
减仓
28
清仓
10
持股不变
24
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
AALPS ETF信托AMLP
7.71%8.85%$8,502.2万164.0万股$7,084.1万134.6万股+29.4万股+21.85%加仓
IiShares安硕·MSCI ACWI ETFTOK
5.48%3.1%$6,040.9万38.5万股$2,481.1万17.9万股+20.6万股+114.63%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
5.04%4.89%$5,558.4万109.9万股$3,916.7万77.4万股+32.5万股+42.03%加仓
台积电TSM
4.92%3.85%$5,422.7万11.3万股$3,086.3万9.1万股+2.2万股+24.44%加仓
英伟达NVDA
3.48%3.35%$3,838.0万19.2万股$2,685.8万15.4万股+3.8万股+24.56%加仓
苹果AAPL
3.27%3.26%$3,600.3万12.4万股$2,613.7万10.3万股+2.1万股+20.81%加仓
谷歌AGOOGL
3.04%2.75%$3,345.2万9.4万股$2,202.7万7.7万股+1.7万股+22.20%加仓
亚马逊AMZN
1.88%1.73%$2,068.8万8.7万股$1,387.6万6.7万股+2.0万股+30.28%加仓
阿斯麦ASML
1.64%1.3%$1,808.0万9,088股$1,037.1万7,852股+1,236股+15.74%加仓
微软MSFT
1.57%2.17%$1,727.7万4.6万股$1,734.9万4.7万股-550股-1.17%减仓
博通AVGO
1.47%1.37%$1,623.6万4.3万股$1,093.6万3.5万股+7,648股+21.64%加仓
WELLTOWER COMWELL
1.27%1.22%$1,403.4万6.2万股$975.0万4.9万股+1.3万股+25.39%加仓
礼来LLY
1.21%1.1%$1,332.4万1.1万股$876.9万9,534股+1,575股+16.52%加仓
ARES CAPITALARCC
1.2%1.6%$1,320.6万71.3万股$1,277.3万70.9万股+3,838股+0.54%加仓
摩根大通JPM
1.06%0.98%$1,162.9万3.6万股$787.6万2.7万股+8,751股+32.68%加仓
美光科技MU
1.04%0.41%$1,144.4万9,915股$326.1万9,650股+265股+2.75%加仓
Meta平台META
1.03%1.21%$1,133.9万2.0万股$965.5万1.7万股+3,256股+19.29%加仓
AMD超威AMD
1.01%0.45%$1,109.5万1.9万股$357.4万1.8万股+1,533股+8.73%加仓
伯克希尔哈撒韦BRK.B
1%0.9%$1,105.9万2.2万股$719.8万1.5万股+7,079股+47.12%加仓
PPROLOGIS COMPLD
1%1.11%$1,103.2万8.1万股$891.9万6.7万股+1.4万股+20.69%加仓
特斯拉TSLA
0.99%1.26%$1,090.4万2.6万股$1,010.3万2.7万股-1,250股-4.60%减仓
GGlobal X Mlp EtfMLPA
0.97%0.89%$1,067.5万20.1万股$712.7万13.2万股+6.9万股+52.02%加仓
卡特彼勒CAT
0.97%0.68%$1,066.1万1.0万股$546.1万7,708股+2,303股+29.88%加仓
沃尔玛WMT
0.94%1.22%$1,031.4万9.1万股$976.5万7.8万股+1.3万股+16.13%加仓
VVANECK ETF TR VANECK BDC INCOME ETFBIZD
0.85%0.43%$935.4万73.9万股$342.1万26.7万股+47.2万股+176.47%加仓
HSBC SPON ADR NEWHSBC
0.82%0.8%$901.3万9.5万股$636.8万7.5万股+2.0万股+26.11%加仓
EquinixEQIX
0.79%0.84%$866.2万8,310股$674.8万6,884股+1,426股+20.71%加仓
诺华NVS
0.68%0.74%$749.0万4.8万股$592.9万3.9万股+8,978股+23.13%加仓
SIMON PPTY NEW COMSPG
0.68%0.63%$744.4万3.3万股$507.6万2.7万股+6,072股+22.31%加仓
阿斯利康AZN
0.66%0.77%$725.1万3.8万股$616.3万3.1万股+6,992股+22.38%加仓
高盛GS
0.62%0.62%$684.0万6,763股$493.1万5,829股+934股+16.02%加仓
VisaV
0.59%0.54%$649.6万1.9万股$434.8万1.4万股+4,545股+31.59%加仓
强生JNJ
0.58%0.63%$635.2万2.5万股$506.8万2.1万股+4,277股+20.63%加仓
TTIDEWATER NEWTDW
0.55%0.69%$602.9万9.0万股$555.6万6.6万股+2.4万股+36.07%加仓
MMITSUBISHI UFJ FINANCIAL SPONSORED ADSMUFG
0.54%0.5%$600.2万29.7万股$400.2万23.6万股+6.1万股+26.07%加仓
BANCO SANTANDER ADRSAN
0.54%0.48%$594.9万43.1万股$387.7万34.4万股+8.7万股+25.43%加仓
AMERICAN TOWER COMAMT
0.54%0.61%$592.0万3.6万股$490.9万2.8万股+7,357股+25.87%加仓
C花旗集团C
0.52%0.47%$569.5万4.1万股$375.1万3.3万股+7,616股+23.03%加仓
壳牌SHEL
0.52%0.7%$568.5万7.3万股$563.5万6.1万股+1.3万股+21.00%加仓
思科CSCO
0.51%0.4%$564.5万4.8万股$317.4万4.1万股+7,152股+17.48%加仓
英特尔INTC
0.49%0.19%$543.3万3.9万股$150.3万3.4万股+4,850股+14.24%加仓
BBANK OF AMERBAC
0.49%0.45%$542.5万9.5万股$361.5万7.4万股+2.1万股+28.39%加仓
DIGITAL RLTY TR COMDLR
0.49%0.55%$538.9万3.0万股$438.2万2.4万股+5,695股+23.42%加仓
艾伯维ABBV
0.48%0.45%$530.1万2.1万股$364.0万1.7万股+4,327股+25.85%加仓
MAIN STR CAPMAIN
0.47%0.56%$523.3万10.1万股$450.1万8.5万股+1.6万股+18.68%加仓
应用材料AMAT
0.47%0.27%$519.6万7,186股$218.6万6,395股+791股+12.37%加仓
REALTY INCOME COMO
0.44%0.49%$487.3万7.8万股$390.7万6.4万股+1.5万股+23.16%加仓
BHP BILLITON LIMITED SPONSORED ADSBHP
0.43%0.44%$477.2万5.7万股$355.5万4.9万股+8,413股+17.21%加仓
GE航空GE
0.43%0.39%$476.9万1.3万股$309.3万1.1万股+1,877股+17.25%加仓
万事达MA
0.43%0.45%$468.9万9,130股$361.6万7,236股+1,894股+26.17%加仓

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