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

Nvest Financial, LLC

No.5617 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.16亿
环比变动 Q1 2026
+$4,787.9万+17.8%
持仓股票数
150
新买入
17
加仓
71
减仓
48
清仓
6
持股不变
14
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
IiShares安硕·RUSSELLIWF
6.32%6.51%$1,997.5万16.1万股$1,748.5万4.1万股+12.0万股+292.31%加仓
SSPDR标普500 ETFSPY
5.46%4.95%$1,726.5万2.3万股$1,330.0万2.0万股+2,669股+13.05%加仓
苹果AAPL
3.87%4.33%$1,223.7万4.2万股$1,163.1万4.6万股-3,541股-7.73%减仓
IiShares安硕·S&PIVE
3.77%4.12%$1,193.8万5.3万股$1,106.3万5.2万股+184股+0.35%加仓
EETF系列解决方案QTUM
2.85%2.16%$900.1万5.4万股$578.6万5.4万股+505股+0.94%加仓
谷歌AGOOGL
2.65%2.63%$839.6万2.3万股$705.5万2.5万股-1,040股-4.24%减仓
V先锋领航斯科茨代尔基金VTWG
2.47%2.12%$779.7万2.7万股$569.1万2.5万股+2,256股+9.08%加仓
英伟达NVDA
2.37%2.53%$749.1万3.7万股$677.9万3.9万股-1,430股-3.68%减仓
伯克希尔哈撒韦BRK.B
2.3%2.59%$728.9万1.5万股$695.2万1.5万股+60股+0.41%加仓
VVICTORYSHARES US SMCP HIGH DIV VOL WTD IDX ETFCDL
2.3%2.55%$728.8万11.1万股$685.6万11.1万股+89股+0.08%加仓
SSPDR道富系列信托SPYG
2.09%1.9%$662.5万5.6万股$509.4万5.2万股+3,643股+7.00%加仓
沃尔玛WMT
2.06%2.73%$652.6万5.8万股$732.0万5.9万股-1,285股-2.18%减仓
摩根大通JPM
2.03%2.16%$641.0万2.0万股$580.2万2.0万股-142股-0.72%减仓
TJXTJX
2.01%2.44%$634.7万4.2万股$653.7万4.1万股+962股+2.35%加仓
亚马逊AMZN
2%2.07%$633.4万2.7万股$556.0万2.7万股-117股-0.44%减仓
I景顺QQQ信托VOO
1.95%$617.0万8,379股$00股+8,379股新买入
IiShares安硕信托IEV
1.84%1.89%$583.2万8.0万股$506.8万7.5万股+5,457股+7.32%加仓
礼来LLY
1.8%0.79%$569.2万4,745股$211.1万2,295股+2,450股+106.75%加仓
I景顺交易所交易基金信托XSMO
1.64%1.53%$517.2万5.5万股$409.9万5.4万股+1,327股+2.46%加仓
微软MSFT
1.54%1.75%$488.0万1.3万股$470.7万1.3万股+365股+2.87%加仓
N新纪元能源NEE
1.51%1.83%$476.8万5.4万股$491.8万5.3万股+1,370股+2.59%加仓
SSPDR黄金信托GLD
1.48%2.01%$466.7万1.3万股$539.9万1.3万股+122股+0.97%加仓
美光科技MU
1.42%0.56%$448.6万3,886股$151.3万4,480股-594股-13.26%减仓
雷神技术RTX
1.4%1.73%$442.7万2.3万股$463.4万2.4万股-692股-2.88%减仓
TTidal·TRUST IRISR
1.32%$418.8万11.6万股$00股+11.6万股新买入
好市多COST
1.13%1.36%$356.8万3,814股$364.9万3,662股+152股+4.15%加仓
VisaV
1.1%1.15%$348.6万1.0万股$308.4万1.0万股-42股-0.41%减仓
IiShares安硕信托IYF
1.01%1.01%$318.5万2.5万股$271.0万2.3万股+1,950股+8.47%加仓
阿斯麦ASML
0.99%0.81%$313.0万1,573股$217.7万1,648股-75股-4.55%减仓
FIRST INTST BANCSYSTEMFIBK
0.98%1.08%$308.5万8.4万股$290.0万8.6万股-1,422股-1.66%减仓
V先锋领航指数基金VB
0.96%0.87%$302.6万9,983股$233.4万8,912股+1,071股+12.02%加仓
GGlobal X基金PAVE
0.95%0.91%$301.8万5.1万股$245.5万4.8万股+2,900股+6.00%加仓
NETFLIXNFLX
0.95%1.44%$300.5万4.2万股$386.8万4.0万股+1,850股+4.60%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.84%0.79%$265.7万2.4万股$213.3万2.2万股+2,150股+9.80%加仓
Meta平台META
0.81%0.9%$257.5万4,571股$241.6万4,223股+348股+8.24%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.78%0.79%$247.0万1.7万股$210.8万1.6万股+413股+2.51%加仓
IIBMIBM
0.76%0.21%$240.8万8,564股$56.9万2,346股+6,218股+265.05%加仓
PROGRESSIVEPGR
0.76%0.76%$240.8万1.1万股$204.0万1.0万股+733股+7.12%加仓
AAlphabet Inc Class CGOOG
0.75%0.72%$238.1万6,738股$193.7万6,751股-13股-0.19%减仓
IiShares安硕信托IWV
0.75%0.79%$238.0万5,582股$211.9万5,718股-136股-2.38%减仓
IiShares安硕信托IWS
0.75%0.76%$238.0万1.4万股$203.6万1.4万股+486股+3.48%加仓
SSPDR道富系列信托XAR
0.72%0.78%$227.5万8,015股$209.6万8,251股-236股-2.86%减仓
GSK SPONSORED ADRGSK
0.71%$223.6万4.3万股$00股+4.3万股新买入
V先锋领航全球基金VDC
0.67%0.9%$212.2万9,410股$240.7万1.1万股-1,308股-12.20%减仓
V先锋领航·MIDVO
0.65%0.56%$204.6万2.5万股$149.0万5,189股+2.0万股+389.27%加仓
IiShares安硕信托IVV
0.65%0.42%$204.3万2,728股$113.7万1,741股+987股+56.69%加仓
ADPADP
0.61%0.62%$192.4万8,593股$166.1万8,174股+419股+5.13%加仓
IINVESCO S&P 500 PURE GROWTH ETFRPG
0.6%0.53%$189.8万3.0万股$141.1万3.0万股-460股-1.52%减仓
AAIM ETF PRODUCTS TRUSTAPRT
0.58%0.66%$184.1万4.0万股$176.8万4.2万股-1,472股-3.54%减仓
宣伟SHW
0.57%0.72%$179.7万5,218股$192.9万6,017股-799股-13.28%减仓

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