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Novak & Powell Financial Services, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Novak & Powell Financial Services, Inc.

No.6958 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.12亿
环比变动 Q1 2026
+$2,630.2万+14.2%
持仓股票数
171
新买入
15
加仓
79
减仓
48
清仓
7
持股不变
29
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
I景顺QQQ信托VOO
7.14%6.36%$1,513.0万2.1万股$1,181.5万2.0万股+77股+0.38%加仓
V先锋领航指数基金VUG
6.5%6.08%$1,378.1万16.0万股$1,128.3万2.6万股+13.4万股+519.33%加仓
苹果AAPL
5.3%5.33%$1,123.3万3.9万股$989.6万3.9万股-172股-0.44%减仓
V先锋领航指数基金VV
4.62%4.61%$978.9万2.8万股$855.8万2.9万股-172股-0.60%减仓
SSPDR标普500 ETFSPY
3.6%3.58%$762.6万1.0万股$664.2万1.0万股-2股-0.02%减仓
V先锋领航指数基金VTV
2.78%2.86%$588.6万2.7万股$530.0万2.7万股-7股-0.03%减仓
V先锋领航国际股票指数基金VT
2.55%2.58%$540.8万3.4万股$479.6万3.5万股-213股-0.61%减仓
伯克希尔哈撒韦BRK.B
2.14%1.98%$453.8万9,068股$366.8万7,654股+1,414股+18.47%加仓
微软MSFT
2%2.28%$424.4万1.1万股$423.6万1.1万股-64股-0.56%减仓
V先锋领航·SPECIALIZED FUNDSVIG
1.91%2.19%$405.4万1.7万股$406.7万1.9万股-1,774股-9.38%减仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
1.89%1.98%$400.7万7,670股$368.3万7,951股-281股-3.53%减仓
G通用动力VTI
1.85%1.87%$392.7万1.1万股$347.4万1.1万股-217股-2.00%减仓
F第一信托·USTQTEC
1.72%1.26%$363.7万1.1万股$234.7万1.1万股00.00%持仓不变
IiShares安硕·COREIJH
1.71%1.58%$362.5万4.6万股$293.9万4.4万股+2,793股+6.42%加仓
V先锋领航债券指数基金BSV
1.5%0.79%$318.8万4.1万股$147.3万1.9万股+2.2万股+116.18%加仓
IiShares安硕·COREIJR
1.48%1.37%$314.5万2.1万股$253.9万2.0万股+782股+3.83%加仓
英伟达NVDA
1.48%1.48%$314.1万1.6万股$275.2万1.6万股-83股-0.53%减仓
IiShares黄金信托IAU
1.34%1.81%$282.9万3.7万股$335.2万3.8万股-554股-1.46%减仓
F第一信托·USTFDN
1.32%1.35%$279.2万1.1万股$250.0万1.1万股-135股-1.26%减仓
强生JNJ
1.23%1.36%$260.9万1.0万股$252.4万1.0万股-53股-0.51%减仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
1.09%1.09%$230.8万1.7万股$202.2万1.7万股-178股-1.04%减仓
FFirst Trust Technology Alphadex Fund EtfFXL
1.02%0.86%$215.5万9,922股$160.0万1.0万股-150股-1.49%减仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
1%0.92%$211.7万1.2万股$171.5万1.2万股+1股+0.01%加仓
IiShares安硕·BIOTECHNOLOGYIBB
0.99%0.98%$210.7万1.1万股$182.3万1.1万股+280股+2.59%加仓
V先锋领航·TOTALBND
0.99%0.59%$208.9万2.8万股$108.9万1.5万股+1.4万股+92.33%加仓
V先锋领航·HEALTHVHT
0.93%0.94%$196.6万6,576股$174.9万6,422股+154股+2.40%加仓
IiShares安硕信托IJJ
0.91%0.92%$193.9万1.3万股$170.7万1.3万股+245股+1.90%加仓
V先锋领航·FSTEVWO
0.9%0.93%$191.8万3.2万股$173.3万3.2万股+72股+0.22%加仓
IiShares安硕信托IJK
0.9%0.86%$190.9万1.6万股$160.3万1.6万股+317股+1.99%加仓
V先锋领航全球基金VFH
0.89%0.91%$188.5万1.4万股$168.5万1.4万股+375股+2.69%加仓
V先锋领航指数基金VBK
0.88%0.55%$185.6万5,928股$101.5万3,357股+2,571股+76.59%加仓
V先锋领航斯科茨代尔基金VCIT
0.85%0.9%$180.4万2.2万股$166.5万2.0万股+1,710股+8.50%加仓
V先锋领航指数基金VNQ
0.79%0.82%$167.0万1.7万股$153.0万1.7万股+66股+0.38%加仓
V先锋领航指数基金VOT
0.78%0.74%$166.2万5,426股$137.3万5,336股+90股+1.69%加仓
V先锋领航国际股票指数基金VEU
0.78%0.79%$165.1万2.0万股$147.1万2.0万股+124股+0.63%加仓
ENTERPRISE PRODS PARTNERS LEPD
0.74%0.85%$155.8万4.2万股$158.6万4.2万股+483股+1.15%加仓
摩根大通JPM
0.71%0.73%$150.2万4,588股$134.8万4,582股+6股+0.13%加仓
宝洁PG
0.63%0.71%$134.5万9,174股$132.5万9,173股+1股+0.01%加仓
IiShares安硕·DOW JONES U.S. ETFIYY
0.63%0.63%$133.6万7,332股$116.2万7,332股00.00%持仓不变
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.62%0.85%$132.5万6,703股$157.2万7,835股-1,132股-14.45%减仓
波音BA
0.6%0.64%$128.0万5,913股$119.7万6,013股-100股-1.66%减仓
V先锋领航全球基金VPU
0.55%0.64%$116.5万5,954股$118.0万5,954股00.00%持仓不变
V先锋领航斯科茨代尔基金BSV
0.53%1.46%$112.8万1.4万股$271.4万3.4万股-2.0万股-58.29%减仓
V先锋领航国际股票指数基金VGK
0.53%0.55%$112.4万1.3万股$102.9万1.2万股+214股+1.71%加仓
亚马逊AMZN
0.53%0.53%$111.4万4,672股$98.1万4,711股-39股-0.83%减仓
Q高通QCOM
0.5%0.4%$106.5万5,766股$74.2万5,765股+1股+0.02%加仓
F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV
0.47%0.43%$99.0万1.3万股$79.2万1.3万股-50股-0.38%减仓
AMGEN COMAMGN
0.46%0.54%$97.3万2,687股$99.8万2,836股-149股-5.25%减仓
SSTATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETFDWX
0.44%0.49%$93.3万2.0万股$91.2万2.0万股+292股+1.46%加仓
艺康ECL
0.41%0.45%$87.6万3,144股$83.6万3,143股+1股+0.03%加仓

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