Nova R Wealth, Inc.
OVERLAND PARK KS · SEC CIK 0001729457
$3.13亿2026Q1 申报市值
90持仓数
59.8%前十大占比 · 第一大 12.9%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTI 加仓+$1,668.94万
IDEV 加仓+$901.01万
JMOM 加仓+$599.84万
AVLV 加仓+$597.79万
VGIT 加仓+$388.67万
2026Q1 卖出最多 按季末市值估算
BLACKROCK HEALTH 减仓-$292.94万
BLACKROCK MUNIYI 清仓-$90.94万
IEFA 减仓-$47.15万
VV 清仓-$32.58万
IVV 减仓-$27.37万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -86,694 | -100.0% | -$90.94万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,035 | -100.0% | -$32.58万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,163 | -100.0% | -$20.16万 | 清仓 |
| SAN | BANCO SANTANDER SA | $12.23万 | 0.04% | 10,845 | 92 | 0.9% | $1,038 | 加仓 |
| OKE | ONEOK INC NEW | $20.12万 | 0.06% | 2,226 | 2,226 | — | $20.12万 | 新建仓 |
| MPLX | MPLX LP | $20.49万 | 0.07% | 3,590 | 3,590 | — | $20.49万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $21.24万 | 0.07% | 1,470 | 43 | 3.0% | $6,212 | 加仓 |
| KO | COCA COLA CO | $21.76万 | 0.07% | 2,861 | -865 | -23.2% | -$6.58万 | 重新持有 |
| IQV | IQVIA HLDGS INC | $21.79万 | 0.07% | 1,278 | 55 | 4.5% | $9,380 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $23.13万 | 0.07% | 2,316 | 3 | 0.1% | $300 | 加仓 |
| ADT | ADT INC DEL | $23.16万 | 0.07% | 35,257 | 236 | 0.7% | $1,551 | 加仓 |
| ABT | ABBOTT LABORATORIES | $23.22万 | 0.07% | 2,262 | 16 | 0.7% | $1,643 | 加仓 |
| HD | HOME DEPOT INC | $24.05万 | 0.08% | 731 | 64 | 9.6% | $2.11万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $24.66万 | 0.08% | 3,949 | 13 | 0.3% | $812 | 加仓 |
| ITOT | ISHARES TR | $24.79万 | 0.08% | 1,741 | -8 | -0.5% | -$1,139 | 减仓 |
| TSLA | TESLA INC | $25.17万 | 0.08% | 677 | 54 | 8.7% | $2.01万 | 加仓 |
| SO | SOUTHERN CO | $25.50万 | 0.08% | 2,642 | 20 | 0.8% | $1,930 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $25.95万 | 0.08% | 3,221 | 2 | 0.1% | $161 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.91万 | 0.09% | 1,325 | 2 | 0.2% | $406 | 加仓 |
| ETN | EATON CORP PLC | $28.19万 | 0.09% | 788 | 17 | 2.2% | $6,083 | 加仓 |
| VLUE | ISHARES TR | $28.26万 | 0.09% | 1,987 | -51 | -2.5% | -$7,252 | 减仓 |
| MPC | MARATHON PETE CORP | $29.60万 | 0.09% | 1,212 | 10 | 0.8% | $2,442 | 重新持有 |
| CP | CANADIAN PACIFIC KANSAS CITY | $29.76万 | 0.09% | 3,783 | -25 | -0.7% | -$1,967 | 减仓 |
| VXUS | VANGUARD STAR FDS | $31.87万 | 0.10% | 4,133 | 1 | 0.0% | $77 | 加仓 |
| MCD | MCDONALDS CORP | $32.89万 | 0.10% | 1,058 | 24 | 2.3% | $7,460 | 加仓 |
| — | HONEYWELL INTL INC | $34.10万 | 0.11% | 1,509 | -7 | -0.5% | -$1,582 | 减仓 |
| NG | NOVAGOLD RESOURCES INC | $35.08万 | 0.11% | 39,063 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $36.56万 | 0.12% | 3,890 | -12 | -0.3% | -$1,128 | 减仓 |
| V | VISA INC | $37.85万 | 0.12% | 1,252 | 61 | 5.1% | $1.84万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $41.89万 | 0.13% | 5,342 | 34 | 0.6% | $2,666 | 加仓 |
| CAT | CATERPILLAR INC | $42.24万 | 0.13% | 596 | 13 | 2.2% | $9,213 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $43.57万 | 0.14% | 4,225 | -642 | -13.2% | -$6.62万 | 减仓 |
| TJX | TJX COS INC NEW | $49.25万 | 0.16% | 3,084 | 34 | 1.1% | $5,430 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $50.74万 | 0.16% | 1,725 | 36 | 2.1% | $1.06万 | 加仓 |
| VB | VANGUARD INDEX FDS | $51.55万 | 0.16% | 1,968 | -214 | -9.8% | -$5.61万 | 减仓 |
| — | EXXON MOBIL CORP | $53.12万 | 0.17% | 3,131 | 104 | 3.4% | $1.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $53.56万 | 0.17% | 14,571 | 37 | 0.3% | $1,360 | 加仓 |
| META | META PLATFORMS INC | $61.12万 | 0.20% | 1,068 | 12 | 1.1% | $6,867 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $62.98万 | 0.20% | 19,949 | 3,128 | 18.6% | $9.88万 | 加仓 |
| SPGI | S&P GLOBAL INC | $64.55万 | 0.21% | 1,518 | 10 | 0.7% | $4,253 | 加仓 |
| VUG | VANGUARD INDEX FDS | $68.92万 | 0.22% | 1,578 | 2 | 0.1% | $873 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $75.74万 | 0.24% | 1,165 | 5 | 0.4% | $3,251 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $76.58万 | 0.24% | 8,296 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $77.41万 | 0.25% | 1,549 | 38 | 2.5% | $1.90万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $83.30万 | 0.27% | 4,246 | 9 | 0.2% | $1,766 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $85.83万 | 0.27% | 7,770 | -246 | -3.1% | -$2.72万 | 减仓 |
| APTV | APTIV PLC | $85.84万 | 0.27% | 12,362 | -49 | -0.4% | -$3,403 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $87.60万 | 0.28% | 79,784 | 79,784 | — | $87.60万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $95.61万 | 0.31% | 4,621 | 45 | 1.0% | $9,311 | 加仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $95.85万 | 0.31% | 93,059 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $107.49万 | 0.34% | 2,521 | -252 | -9.1% | -$10.75万 | 减仓 |
| MTUM | ISHARES TR | $112.05万 | 0.36% | 4,669 | -167 | -3.5% | -$4.01万 | 减仓 |
| TXN | TEXAS INSTRS INC | $112.83万 | 0.36% | 5,812 | -15 | -0.3% | -$2,912 | 减仓 |
| MSFT | MICROSOFT CORP | $121.71万 | 0.39% | 3,288 | -22 | -0.7% | -$8,144 | 减仓 |
| GOOGL | ALPHABET INC | $132.43万 | 0.42% | 4,605 | 162 | 3.6% | $4.66万 | 加仓 |
| STM | STMICROELECTRONICS N V | $134.15万 | 0.43% | 38,829 | -485 | -1.2% | -$1.68万 | 减仓 |
| USMV | ISHARES TR | $135.45万 | 0.43% | 14,606 | 34 | 0.2% | $3,153 | 加仓 |
| IJR | ISHARES TR | $160.41万 | 0.51% | 12,904 | -57 | -0.4% | -$7,086 | 减仓 |
| NEE | NEXTERA ENERGY INC | $169.18万 | 0.54% | 18,215 | -77 | -0.4% | -$7,152 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $192.43万 | 0.61% | 9,775 | -38 | -0.4% | -$7,481 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $192.79万 | 0.62% | 8,964 | 17 | 0.2% | $3,656 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $200.01万 | 0.64% | 80,293 | 946 | 1.2% | $2.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $223.84万 | 0.71% | 12,835 | 361 | 2.9% | $6.30万 | 加仓 |
| APH | AMPHENOL CORP | $227.99万 | 0.73% | 18,044 | 28 | 0.2% | $3,538 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $237.26万 | 0.76% | 12,037 | -45 | -0.4% | -$8,870 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $238.15万 | 0.76% | 44,061 | -1,474 | -3.2% | -$7.97万 | 减仓 |
| AMGN | AMGEN INC | $247.23万 | 0.79% | 7,026 | -3 | -0.0% | -$1,056 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $248.01万 | 0.79% | 29,233 | -21 | -0.1% | -$1,782 | 减仓 |
| WMT | WALMART INC | $256.52万 | 0.82% | 20,641 | 127 | 0.6% | $1.58万 | 加仓 |
| IQLT | ISHARES TR | $271.09万 | 0.86% | 58,639 | 9,120 | 18.4% | $42.16万 | 加仓 |
| GRMN | GARMIN LTD | $272.35万 | 0.87% | 11,739 | 38 | 0.3% | $8,816 | 加仓 |
| AMZN | AMAZON COM INC | $326.80万 | 1.04% | 15,691 | -38 | -0.2% | -$7,914 | 减仓 |
| SPTB | SPDR SERIES TRUST | $338.57万 | 1.08% | 111,867 | -2,235 | -2.0% | -$6.76万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $386.38万 | 1.23% | 232,620 | -3,938 | -1.7% | -$6.54万 | 减仓 |
| IEMG | ISHARES INC | $418.99万 | 1.34% | 60,070 | -2,055 | -3.3% | -$14.33万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $479.89万 | 1.53% | 74,889 | -1,520 | -2.0% | -$9.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $482.35万 | 1.54% | 10,066 | -439 | -4.2% | -$21.04万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $489.17万 | 1.56% | 68,985 | 43,050 | 166.0% | $305.27万 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $595.43万 | 1.90% | 154,617 | -76,069 | -33.0% | -$292.94万 | 减仓 |
| AAPL | APPLE INC | $635.23万 | 2.03% | 25,030 | -581 | -2.3% | -$14.74万 | 减仓 |
| LRGF | ISHARES TR | $675.73万 | 2.16% | 102,384 | 189 | 0.2% | $1.25万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $813.98万 | 2.60% | 27,581 | -95 | -0.3% | -$2.80万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $859.76万 | 2.74% | 97,677 | -2,222 | -2.2% | -$19.56万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $912.18万 | 2.91% | 19,787 | -524 | -2.6% | -$24.16万 | 减仓 |
| IDEV | ISHARES TR | $950.58万 | 3.03% | 113,746 | 107,815 | 1,817.8% | $901.01万 | 加仓 |
| IEFA | ISHARES TR | $1,260.25万 | 4.02% | 139,207 | -5,208 | -3.6% | -$47.15万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $1,650.38万 | 5.27% | 242,989 | 88,316 | 57.1% | $599.84万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,825.75万 | 5.83% | 56,911 | 52,023 | 1,064.3% | $1,668.94万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,825.77万 | 5.83% | 365,519 | 26,151 | 7.7% | $130.62万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,863.55万 | 5.95% | 389,213 | 25,718 | 7.1% | $123.14万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,030.19万 | 6.48% | 251,854 | 74,158 | 41.7% | $597.79万 | 加仓 |
| IVV | ISHARES TR | $2,401.07万 | 7.66% | 36,758 | -419 | -1.1% | -$27.37万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,030.01万 | 12.86% | 676,743 | 65,268 | 10.7% | $388.67万 | 加仓 |