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

Invera Wealth Advisors, LLC

No.7378 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.86亿
环比变动 Q1 2026
+$3,062.6万+19.7%
持仓股票数
132
新买入
38
加仓
49
减仓
39
清仓
4
持股不变
6
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安硕信托IGIB
4%4.48%$745.2万14.0万股$697.4万13.1万股+9,108股+6.95%加仓
苹果AAPL
3.51%3.68%$655.1万2.3万股$573.6万2.3万股+39股+0.17%加仓
IISHARES FUTURE AI & TECHETFARTY
3.3%2.11%$616.1万8.1万股$329.0万7.1万股+1.0万股+14.41%加仓
IiShares安硕信托IBDU
3.2%3.61%$596.5万25.8万股$562.5万24.3万股+1.5万股+5.99%加仓
谷歌AGOOGL
3.19%3.83%$595.3万1.7万股$597.3万2.1万股-4,111股-19.79%减仓
IiShares安硕信托EMXF
3.08%3.28%$573.6万9.9万股$510.9万10.7万股-7,783股-7.29%减仓
IiShares安硕信托DMXF
3.05%3.22%$569.5万6.7万股$501.6万6.6万股+826股+1.24%加仓
微软MSFT
2.8%2.97%$521.6万1.4万股$462.2万1.2万股+1,499股+12.01%加仓
摩根大通JPM
2.72%3.01%$506.2万1.5万股$469.6万1.6万股-499股-3.13%减仓
英伟达NVDA
2.62%2.9%$488.0万2.4万股$452.0万2.6万股-1,531股-5.91%减仓
IiShares安硕IEMG
2.6%2.76%$485.1万5.9万股$429.5万6.2万股-3,019股-4.90%减仓
泛林集团LRCX
2.55%2.59%$474.6万1.1万股$403.9万1.9万股-7,952股-42.07%减仓
IiShares安硕信托IEFA
2.51%2.81%$467.4万4.8万股$437.7万4.8万股+49股+0.10%加仓
AMD超威AMD
2.25%1.06%$419.2万7,216股$165.8万8,149股-933股-11.45%减仓
亚马逊AMZN
2.01%1.89%$374.1万1.6万股$294.0万1.4万股+1,583股+11.22%加仓
IiShares安硕信托USXF
1.8%1.7%$335.1万4.8万股$264.4万4.8万股+342股+0.71%加仓
IiShares安硕信托AGG
1.72%1.83%$321.0万3.2万股$284.7万2.9万股+3,756股+13.10%加仓
IiShares安硕·COREIJR
1.68%1.53%$313.6万2.1万股$238.8万1.9万股+1,933股+10.06%加仓
EEXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFROBO
1.67%1.07%$311.0万3.6万股$166.8万2.4万股+1.2万股+48.97%加仓
IiShares安硕信托XJR
1.64%1.51%$306.6万5.8万股$234.6万5.4万股+4,249股+7.89%加仓
特灵科技TT
1.64%2.21%$305.3万6,216股$344.2万8,259股-2,043股-24.74%减仓
博通AVGO
1.52%1.61%$283.4万7,502股$250.3万8,088股-586股-7.25%减仓
TJXTJX
1.47%2.49%$273.7万1.8万股$388.0万2.4万股-6,230股-25.64%减仓
康明斯CMI
1.37%2.04%$255.2万3,578股$317.1万5,894股-2,316股-39.29%减仓
GE VernovaGEV
1.27%1.05%$237.6万2,022股$163.9万1,878股+144股+7.67%加仓
VisaV
1.25%0.9%$233.1万6,793股$140.3万4,642股+2,151股+46.34%加仓
IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG
1.25%1.36%$232.8万4.9万股$212.3万4.5万股+4,453股+9.97%加仓
江森自控JCI
1.02%1.2%$191.1万1.3万股$187.3万1.4万股-1,224股-8.56%减仓
FIFTH THIRD BANCORP COMFITB
1.02%1.04%$190.8万3.4万股$162.4万3.5万股-409股-1.18%减仓
礼来LLY
1%0.47%$187.2万1,561股$73.0万794股+767股+96.60%加仓
家得宝HD
1%0.92%$186.0万5,275股$143.8万4,371股+904股+20.68%加仓
好事达ALL
0.92%0.95%$170.9万7,184股$148.3万7,151股+33股+0.46%加仓
NNUVEEN ESG LARGE-CAP VALUE ETFNULV
0.89%2.02%$166.6万3.3万股$315.3万6.9万股-3.6万股-51.92%减仓
应用材料AMAT
0.86%$160.4万2,219股$00股+2,219股新买入
恩智浦NXPI
0.83%0.69%$154.7万5,504股$108.3万5,499股+5股+0.09%加仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.76%0.71%$141.5万1.3万股$110.8万1.2万股+1,250股+10.67%加仓
NNUSHARES ETF TRNUMV
0.71%1.45%$133.0万3.1万股$225.5万5.8万股-2.8万股-47.41%减仓
Meta平台META
0.71%0.87%$132.1万2,345股$135.4万2,367股-22股-0.93%减仓
伊顿ETN
0.68%0.82%$126.9万2,979股$128.0万3,578股-599股-16.74%减仓
强生JNJ
0.67%0.88%$125.8万4,952股$136.8万5,597股-645股-11.52%减仓
IISHARES USD GREEN BOND ETFBGRN
0.66%0.77%$122.6万2.6万股$120.0万2.5万股+550股+2.18%加仓
艾伯维ABBV
0.65%0.62%$121.2万4,815股$95.9万4,408股+407股+9.23%加仓
IQVIAIQV
0.63%0.64%$117.2万6,067股$100.3万5,880股+187股+3.18%加仓
马拉松石油MPC
0.63%0.79%$116.6万4,562股$123.6万5,063股-501股-9.90%减仓
ChipotleCMG
0.6%0.39%$111.4万3.3万股$60.2万1.9万股+1.4万股+74.16%加仓
CHUBB LIMITEDCB
0.58%0.75%$107.5万3,156股$117.5万3,606股-450股-12.48%减仓
联合太平洋铁路UNP
0.57%0.66%$107.1万3,937股$102.7万4,233股-296股-6.99%减仓
爱德华生命科学EW
0.56%0.57%$104.5万1.2万股$89.1万1.1万股+427股+3.84%加仓
达登饭店DRI
0.55%0.66%$102.8万4,989股$102.3万5,218股-229股-4.39%减仓
S道富MDYV
0.54%0.57%$101.5万1.1万股$89.6万1.1万股+178股+1.69%加仓

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