Nova R Wealth, Inc.
OVERLAND PARK KS · SEC CIK 0001729457
$3.43亿2026Q2 申报市值
86持仓数
61.9%前十大占比 · 第一大 13.4%
4 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VGIT 加仓+$594.48万
VTI 加仓+$100.76万
VTIP 加仓+$100.49万
DFSD 加仓+$82.31万
AVLV 加仓+$66.62万
2026Q2 卖出最多 按季末市值估算
SPTB 清仓-$338.57万
BPRE 减仓-$172.14万
VTV 清仓-$83.30万
VUG 清仓-$68.92万
BLACKROCK HEALTH 减仓-$58.76万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $4,585.92万 | 13.38% | 777,537 | 100,794 | 14.9% | $594.48万 | 加仓 |
| IVV | ISHARES TR | $2,725.29万 | 7.95% | 36,391 | -367 | -1.0% | -$27.48万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,363.78万 | 6.90% | 259,158 | 7,304 | 2.9% | $66.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,206.70万 | 6.44% | 59,634 | 2,723 | 4.8% | $100.76万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $2,133.61万 | 6.22% | 249,662 | 6,673 | 2.7% | $57.03万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,940.80万 | 5.66% | 406,451 | 17,238 | 4.4% | $82.31万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,936.49万 | 5.65% | 385,525 | 20,006 | 5.5% | $100.49万 | 加仓 |
| IEFA | ISHARES TR | $1,335.48万 | 3.90% | 138,277 | -930 | -0.7% | -$8.98万 | 减仓 |
| IDEV | ISHARES TR | $1,041.54万 | 3.04% | 117,014 | 3,268 | 2.9% | $29.09万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $949.00万 | 2.77% | 95,762 | -1,915 | -2.0% | -$18.98万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $902.85万 | 2.63% | 26,655 | -926 | -3.4% | -$31.37万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $790.64万 | 2.31% | 19,881 | 94 | 0.5% | $3.74万 | 加仓 |
| LRGF | ISHARES TR | $774.84万 | 2.26% | 102,452 | 68 | 0.1% | $5,143 | 加仓 |
| AAPL | APPLE INC | $723.61万 | 2.11% | 25,007 | -23 | -0.1% | -$6,655 | 减仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $605.32万 | 1.77% | 140,936 | -13,681 | -8.8% | -$58.76万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $587.67万 | 1.71% | 71,720 | 2,735 | 4.0% | $22.41万 | 加仓 |
| IEMG | ISHARES INC | $508.41万 | 1.48% | 61,372 | 1,302 | 2.2% | $10.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $499.17万 | 1.46% | 9,976 | -90 | -0.9% | -$4.50万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $491.31万 | 1.43% | 68,955 | -5,934 | -7.9% | -$42.28万 | 减仓 |
| AMZN | AMAZON COM INC | $364.14万 | 1.06% | 15,278 | -413 | -2.6% | -$9.84万 | 减仓 |
| IQLT | ISHARES TR | $329.08万 | 0.96% | 66,413 | 7,774 | 13.3% | $38.52万 | 加仓 |
| APH | AMPHENOL CORP | $317.32万 | 0.93% | 17,997 | -47 | -0.3% | -$8,287 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $297.42万 | 0.87% | 11,920 | -117 | -1.0% | -$2.92万 | 减仓 |
| STM | STMICROELECTRONICS N V | $286.87万 | 0.84% | 38,305 | -524 | -1.3% | -$3.92万 | 减仓 |
| GRMN | GARMIN LTD | $278.66万 | 0.81% | 11,731 | -8 | -0.1% | -$1,900 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $273.43万 | 0.80% | 9,730 | -45 | -0.5% | -$1.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $263.73万 | 0.77% | 13,181 | 346 | 2.7% | $6.92万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $262.74万 | 0.77% | 29,456 | 223 | 0.8% | $1.99万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $257.44万 | 0.75% | 43,130 | -931 | -2.1% | -$5.56万 | 减仓 |
| AMGN | AMGEN INC | $247.80万 | 0.72% | 6,843 | -183 | -2.6% | -$6.63万 | 减仓 |
| WMT | WALMART INC | $234.68万 | 0.68% | 20,721 | 80 | 0.4% | $9,061 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $211.90万 | 0.62% | 8,955 | -9 | -0.1% | -$2,130 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $197.29万 | 0.58% | 80,003 | -290 | -0.4% | -$7,151 | 减仓 |
| IJR | ISHARES TR | $191.58万 | 0.56% | 12,917 | 13 | 0.1% | $1,928 | 加仓 |
| TXN | TEXAS INSTRS INC | $172.73万 | 0.50% | 5,795 | -17 | -0.3% | -$5,067 | 减仓 |
| GOOGL | ALPHABET INC | $162.66万 | 0.47% | 4,552 | -53 | -1.2% | -$1.89万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $159.24万 | 0.46% | 18,143 | -72 | -0.4% | -$6,320 | 减仓 |
| MTUM | ISHARES TR | $157.63万 | 0.46% | 4,598 | -71 | -1.5% | -$2.43万 | 减仓 |
| USMV | ISHARES TR | $141.13万 | 0.41% | 14,631 | 25 | 0.2% | $2,411 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $130.50万 | 0.38% | 100,304 | -132,316 | -56.9% | -$172.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $130.01万 | 0.38% | 3,485 | 197 | 6.0% | $7.35万 | 加仓 |
| IWF | ISHARES TR | $125.24万 | 0.37% | 10,086 | 2 | 0.0% | $248 | 加仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $98.08万 | 0.29% | 93,059 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $92.55万 | 0.27% | 79,784 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $90.61万 | 0.26% | 7,263 | -507 | -6.5% | -$6.33万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $86.68万 | 0.25% | 1,161 | -4 | -0.3% | -$2,987 | 减仓 |
| MA | MASTERCARD INCORPORATED | $77.21万 | 0.23% | 1,503 | -46 | -3.0% | -$2.36万 | 减仓 |
| CVX | CHEVRON CORPORATION | $77.14万 | 0.23% | 4,654 | 33 | 0.7% | $5,470 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $77.06万 | 0.22% | 8,368 | 72 | 0.9% | $6,630 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $76.26万 | 0.22% | 20,358 | 409 | 2.1% | $1.53万 | 加仓 |
| APTV | APTIV PLC | $75.56万 | 0.22% | 12,310 | -52 | -0.4% | -$3,192 | 减仓 |
| META | META PLATFORMS INC | $63.51万 | 0.19% | 1,127 | 59 | 5.5% | $3.32万 | 加仓 |
| SPGI | S&P GLOBAL INC | $62.30万 | 0.18% | 1,530 | 12 | 0.8% | $4,886 | 加仓 |
| CAT | CATERPILLAR INC | $62.11万 | 0.18% | 583 | -13 | -2.2% | -$1.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $60.95万 | 0.18% | 14,605 | 34 | 0.2% | $1,419 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $60.38万 | 0.18% | 5,859 | 3,543 | 153.0% | $36.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $55.75万 | 0.16% | 1,703 | -22 | -1.3% | -$7,202 | 减仓 |
| TJX | TJX COS INC NEW | $47.24万 | 0.14% | 3,118 | 34 | 1.1% | $5,151 | 加仓 |
| VB | VANGUARD INDEX FDS | $45.72万 | 0.13% | 1,508 | -460 | -23.4% | -$13.95万 | 减仓 |
| — | EXXON MOBIL CORP | $41.94万 | 0.12% | 3,067 | -64 | -2.0% | -$8,751 | 减仓 |
| V | VISA INC | $41.23万 | 0.12% | 1,202 | -50 | -4.0% | -$1.72万 | 减仓 |
| VLUE | ISHARES TR | $38.96万 | 0.11% | 1,950 | -37 | -1.9% | -$7,391 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $38.01万 | 0.11% | 11,139 | 11,139 | — | $38.01万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $37.95万 | 0.11% | 3,465 | -760 | -18.0% | -$8.32万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $36.26万 | 0.11% | 3,930 | 40 | 1.0% | $3,691 | 加仓 |
| VXUS | VANGUARD STAR FDS | $35.36万 | 0.10% | 4,137 | 4 | 0.1% | $342 | 加仓 |
| ETN | EATON CORP PLC | $34.06万 | 0.10% | 799 | 11 | 1.4% | $4,689 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $33.39万 | 0.10% | 3,853 | 70 | 1.9% | $6,066 | 加仓 |
| MPC | MARATHON PETE CORP | $31.26万 | 0.09% | 1,223 | 11 | 0.9% | $2,812 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $31.26万 | 0.09% | 3,239 | 18 | 0.6% | $1,737 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.47万 | 0.09% | 525 | 525 | — | $30.47万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.32万 | 0.09% | 1,354 | 29 | 2.2% | $6,493 | 加仓 |
| ITOT | ISHARES TR | $28.61万 | 0.08% | 1,742 | 1 | 0.1% | $164 | 加仓 |
| MCD | MCDONALDS CORP | $27.98万 | 0.08% | 1,035 | -23 | -2.2% | -$6,218 | 减仓 |
| TSLA | TESLA INC | $27.72万 | 0.08% | 659 | -18 | -2.7% | -$7,571 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $27.70万 | 0.08% | 3,963 | 14 | 0.4% | $978 | 加仓 |
| SO | SOUTHERN CO | $25.67万 | 0.07% | 2,682 | 40 | 1.5% | $3,828 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $23.32万 | 0.07% | 39,063 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $23.11万 | 0.07% | 35,552 | 295 | 0.8% | $1,917 | 加仓 |
| IQV | IQVIA HLDGS INC | $21.76万 | 0.06% | 1,126 | -152 | -11.9% | -$2.94万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $21.19万 | 0.06% | 5,137 | 5,137 | — | $21.19万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $21.06万 | 0.06% | 2,321 | 59 | 2.6% | $5,354 | 加仓 |
| PG | PROCTER & GAMBLE CO | $20.99万 | 0.06% | 1,431 | -39 | -2.7% | -$5,720 | 减仓 |
| HD | HOME DEPOT INC | $20.27万 | 0.06% | 575 | -156 | -21.3% | -$5.50万 | 减仓 |
| SAN | BANCO SANTANDER SA | $15.30万 | 0.04% | 11,086 | 241 | 2.2% | $3,326 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC 看涨期权 | $7.95万 | 0.02% | 200 | 200 | — | $7.95万 | 新建仓 |
| SPTB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -111,867 | -100.0% | -$338.57万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -4,246 | -100.0% | -$83.30万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -9,468 | -100.0% | -$68.92万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -5,342 | -100.0% | -$41.89万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,509 | -100.0% | -$34.10万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -2,861 | -100.0% | -$21.76万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -3,590 | -100.0% | -$20.49万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,226 | -100.0% | -$20.12万 | 清仓 |