Naviter Wealth, LLC
LITTLE ROCK AR · SEC CIK 0001855567
$8.01亿2026Q1 申报市值
271持仓数
37.0%前十大占比 · 第一大 8.8%
14 / 12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
JPST 加仓+$988.81万
AMLP 加仓+$776.13万
AZN 新建仓+$616.30万
TSM 加仓+$195.98万
ARCC 加仓+$145.25万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$551.70万
TDW 减仓-$439.94万
BIZD 减仓-$361.28万
ACWI 减仓-$157.88万
TSLA 减仓-$67.40万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -30,006 | -100.0% | -$551.70万 | 清仓 |
| AI | C3 AI INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TIDAL TRUST III | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -630 | -100.0% | -$32.16万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -74,372 | -100.0% | -$31.45万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BXP | BXP INC | $0 | 0.00% | 0 | -3,985 | -100.0% | -$27.17万 | 清仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $0 | 0.00% | 0 | -13,858 | -100.0% | -$24.89万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,442 | -100.0% | -$23.21万 | 清仓 |
| DDS | DILLARDS INC | $0 | 0.00% | 0 | -343 | -100.0% | -$21.84万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -736 | -100.0% | -$21.76万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -4,089 | -100.0% | -$20.31万 | 清仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $0 | 0.00% | 0 | -18,304 | -100.0% | -$18.03万 | 清仓 |
| SLI | STANDARD LITHIUM LTD | $0 | 0.00% | 0 | -29,824 | -100.0% | -$13.33万 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | -11,661 | -100.0% | -$11.11万 | 清仓 |
| — | CXAPP INC | $1,805 | 0.00% | 10,000 | 10,000 | — | $1,805 | 新建仓 |
| — | CHERRY HILL MTG INVT CORP | $2.86万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| INV | INNVENTURE INC | $11.52万 | 0.01% | 29,471 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC | $13.67万 | 0.02% | 10,570 | 10,570 | — | $13.67万 | 新建仓 |
| — | AMPLIFY COMMODITY TRUST | $14.85万 | 0.02% | 14,895 | 14,895 | — | $14.85万 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP | $18.40万 | 0.02% | 12,714 | 0 | 0.0% | — | 不变 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $20.32万 | 0.03% | 5,150 | 5,150 | — | $20.32万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $20.77万 | 0.03% | 2,866 | 6 | 0.2% | $435 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $20.79万 | 0.03% | 433 | 1 | 0.2% | $480 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $21.22万 | 0.03% | 7,286 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $21.45万 | 0.03% | 3,199 | 36 | 1.1% | $2,414 | 重新持有 |
| APP | APPLOVIN CORP | $22.09万 | 0.03% | 555 | 140 | 33.7% | $5.57万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $22.29万 | 0.03% | 938 | 938 | — | $22.29万 | 新建仓 |
| IWR | ISHARES TR | $22.35万 | 0.03% | 2,299 | -210 | -8.4% | -$2.04万 | 减仓 |
| CATH | GLOBAL X FDS | $22.57万 | 0.03% | 2,888 | 8 | 0.3% | $625 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.85万 | 0.03% | 3,933 | -622 | -13.7% | -$3.77万 | 减仓 |
| NEM | NEWMONT CORP | $23.88万 | 0.03% | 2,206 | 107 | 5.1% | $1.16万 | 加仓 |
| IWV | ISHARES TR | $24.09万 | 0.03% | 650 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $24.14万 | 0.03% | 4,950 | 4,950 | — | $24.14万 | 新建仓 |
| CR | CRANE COMPANY | $24.16万 | 0.03% | 1,413 | 0 | 0.0% | — | 不变 |
| JSTC | TIDAL TRUST I | $24.54万 | 0.03% | 12,591 | 340 | 2.8% | $6,627 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $24.91万 | 0.03% | 1,227 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $25.11万 | 0.03% | 5,813 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $25.75万 | 0.03% | 2,319 | -191 | -7.6% | -$2.12万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $26.11万 | 0.03% | 895 | 19 | 2.2% | $5,542 | 加仓 |
| KKR | KKR & CO INC | $26.26万 | 0.03% | 2,839 | 6 | 0.2% | $555 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $26.35万 | 0.03% | 6,400 | 175 | 2.8% | $7,205 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.84万 | 0.03% | 6,985 | -510 | -6.8% | -$1.96万 | 减仓 |
| IXN | ISHARES TR | $26.99万 | 0.03% | 2,700 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $27.26万 | 0.03% | 641 | 50 | 8.5% | $2.13万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $27.67万 | 0.03% | 945 | -350 | -27.0% | -$10.25万 | 减仓 |
| CCJ | CAMECO CORP | $27.67万 | 0.03% | 2,548 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $28.25万 | 0.04% | 4,950 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $28.37万 | 0.04% | 259 | 5 | 2.0% | $5,477 | 加仓 |
| FSLR | FIRST SOLAR INC | $28.96万 | 0.04% | 1,468 | 11 | 0.8% | $2,170 | 加仓 |
| EWY | ISHARES INC | $29.28万 | 0.04% | 2,380 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $29.92万 | 0.04% | 2,437 | 2,437 | — | $29.92万 | 新建仓 |
| IEMG | ISHARES INC | $30.57万 | 0.04% | 4,382 | 79 | 1.8% | $5,510 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $30.93万 | 0.04% | 965 | 1 | 0.1% | $321 | 加仓 |
| TTE | TOTALENERGIES SE | $31.67万 | 0.04% | 3,481 | 3,481 | — | $31.67万 | 新建仓 |
| BLK | BLACKROCK INC | $31.83万 | 0.04% | 331 | 40 | 13.7% | $3.85万 | 加仓 |
| T | AT&T INC | $32.58万 | 0.04% | 11,240 | -877 | -7.2% | -$2.54万 | 减仓 |
| ET | ENERGY TRANSFER L P | $33.09万 | 0.04% | 17,146 | 6,750 | 64.9% | $13.03万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $33.45万 | 0.04% | 476 | 476 | — | $33.45万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $33.99万 | 0.04% | 30,162 | -2,365 | -7.3% | -$2.67万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $34.01万 | 0.04% | 17,569 | 17,569 | — | $34.01万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $34.04万 | 0.04% | 7,769 | 7,769 | — | $34.04万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $34.11万 | 0.04% | 12,216 | -619 | -4.8% | -$1.73万 | 减仓 |
| — | TIDAL TRUST III | $34.86万 | 0.04% | 7,208 | 80 | 1.1% | $3,869 | 加仓 |
| CB | CHUBB LTD SWITZ | $35.34万 | 0.04% | 1,081 | 119 | 12.4% | $3.89万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $35.44万 | 0.04% | 9,366 | -3,873 | -29.3% | -$14.66万 | 减仓 |
| IWMI | NEOS ETF TRUST | $36.33万 | 0.05% | 7,664 | 1,219 | 18.9% | $5.78万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $38.43万 | 0.05% | 943 | 90 | 10.6% | $3.67万 | 加仓 |
| EQNR | EQUINOR ASA | $38.44万 | 0.05% | 9,109 | -392 | -4.1% | -$1.65万 | 减仓 |
| EME | EMCOR GROUP INC | $38.61万 | 0.05% | 523 | 1 | 0.2% | $738 | 加仓 |
| RBA | RB GLOBAL INC | $39.89万 | 0.05% | 4,162 | 2 | 0.0% | $192 | 加仓 |
| NEE | NEXTERA ENERGY INC | $40.25万 | 0.05% | 4,334 | 71 | 1.7% | $6,594 | 加仓 |
| VRSN | VERISIGN INC | $40.66万 | 0.05% | 1,637 | -436 | -21.0% | -$10.83万 | 减仓 |
| — | NEOS ETF TRUST | $41.76万 | 0.05% | 7,374 | 7,374 | — | $41.76万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $43.50万 | 0.05% | 28,964 | 2,328 | 8.7% | $3.50万 | 加仓 |
| MS | MORGAN STANLEY | $44.85万 | 0.06% | 2,725 | 51 | 1.9% | $8,393 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $45.41万 | 0.06% | 18,090 | -3,606 | -16.6% | -$9.05万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $47.16万 | 0.06% | 22,726 | -1,498 | -6.2% | -$3.11万 | 减仓 |
| IX | ORIX CORP | $48.73万 | 0.06% | 16,248 | 1,371 | 9.2% | $4.11万 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $49.19万 | 0.06% | 26,232 | -1,975 | -7.0% | -$3.70万 | 减仓 |
| EOG | EOG RES INC | $49.21万 | 0.06% | 3,404 | 38 | 1.1% | $5,494 | 加仓 |
| KB | KB FINL GROUP INC | $50.04万 | 0.06% | 5,018 | 395 | 8.5% | $3.94万 | 加仓 |
| UDR | UDR INC | $51.26万 | 0.06% | 15,176 | -1,064 | -6.6% | -$3.59万 | 减仓 |
| GEV | GE VERNOVA INC | $51.36万 | 0.06% | 588 | 200 | 51.5% | $17.47万 | 加仓 |
| PHM | PULTE GROUP INC | $52.32万 | 0.07% | 4,439 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $52.98万 | 0.07% | 18,389 | 1,970 | 12.0% | $5.68万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $53.54万 | 0.07% | 866 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $53.83万 | 0.07% | 7,230 | 982 | 15.7% | $7.31万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $54.58万 | 0.07% | 4,018 | -100 | -2.4% | -$1.36万 | 减仓 |
| HLN | HALEON PLC | $54.91万 | 0.07% | 54,856 | 7,395 | 15.6% | $7.40万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $55.37万 | 0.07% | 9,420 | 188 | 2.0% | $1.11万 | 加仓 |
| NOK | NOKIA CORP | $55.42万 | 0.07% | 68,925 | 6,136 | 9.8% | $4.93万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $56.29万 | 0.07% | 34,262 | -1,217 | -3.4% | -$2.00万 | 减仓 |
| GFI | GOLD FIELDS LTD | $56.81万 | 0.07% | 12,514 | 818 | 7.0% | $3.71万 | 加仓 |
| WM | WASTE MGMT INC DEL | $56.87万 | 0.07% | 2,475 | 16 | 0.7% | $3,677 | 加仓 |
| ARGX | ARGENX SE | $58.43万 | 0.07% | 800 | 106 | 15.3% | $7.74万 | 加仓 |