Naviter Wealth, LLC
LITTLE ROCK AR · SEC CIK 0001855567
$11.02亿2026Q2 申报市值
305持仓数
38.0%前十大占比 · 第一大 7.7%
37 / 10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
ACWI 加仓+$3,226.27万
JPST 加仓+$1,644.79万
AMLP 加仓+$1,524.37万
TSM 加仓+$1,065.00万
NVDA 加仓+$756.78万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$2,406.12万
HON 减仓-$120.51万
SFNC 减仓-$63.57万
AI 重新持有-$54.18万
TSLA 减仓-$52.57万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $1,162.86万 | 1.06% | 35,526 | 8,751 | 32.7% | $286.44万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1,320.57万 | 1.20% | 712,665 | 3,838 | 0.5% | $7.11万 | 加仓 |
| LLY | ELI LILLY & CO | $1,332.40万 | 1.21% | 11,109 | 1,575 | 16.5% | $188.90万 | 加仓 |
| WELL | WELLTOWER INC | $1,403.41万 | 1.27% | 61,832 | 12,519 | 25.4% | $284.15万 | 加仓 |
| AVGO | BROADCOM INC | $1,623.64万 | 1.47% | 42,982 | 7,648 | 21.6% | $288.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,727.73万 | 1.57% | 46,317 | -550 | -1.2% | -$20.52万 | 减仓 |
| ASML | ASML HLDG NV | $1,808.00万 | 1.64% | 9,088 | 1,236 | 15.7% | $245.89万 | 加仓 |
| AMZN | AMAZON COM INC | $2,068.75万 | 1.88% | 86,798 | 20,172 | 30.3% | $480.78万 | 加仓 |
| GOOGL | ALPHABET INC | $3,345.15万 | 3.04% | 93,605 | 17,005 | 22.2% | $607.71万 | 加仓 |
| AAPL | APPLE INC | $3,600.27万 | 3.27% | 124,422 | 21,436 | 20.8% | $620.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,837.98万 | 3.48% | 191,813 | 37,822 | 24.6% | $756.78万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,422.69万 | 4.92% | 113,327 | 22,257 | 24.4% | $1,065.00万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $5,558.40万 | 5.04% | 1,099,150 | 325,251 | 42.0% | $1,644.79万 | 加仓 |
| ACWI | ISHARES TR | $6,040.88万 | 5.48% | 384,843 | 205,534 | 114.6% | $3,226.27万 | 加仓 |
| AMLP | ALPS ETF TR | $8,502.15万 | 7.71% | 1,639,760 | 293,996 | 21.8% | $1,524.37万 | 加仓 |