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 |
|---|---|---|---|---|---|---|---|---|
| PHM | PULTE GROUP INC | $65.22万 | 0.06% | 4,744 | 305 | 6.9% | $4.19万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $64.43万 | 0.06% | 33,349 | 6,657 | 24.9% | $12.86万 | 加仓 |
| PUK | PRUDENTIAL PLC | $64.15万 | 0.06% | 23,927 | 5,538 | 30.1% | $14.85万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $61.06万 | 0.06% | 866 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $60.83万 | 0.06% | 9,673 | 253 | 2.7% | $1.59万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $59.26万 | 0.05% | 2,719 | 2,719 | — | $59.26万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $58.88万 | 0.05% | 2,642 | 167 | 6.7% | $3.72万 | 加仓 |
| GFI | GOLD FIELDS LTD | $55.42万 | 0.05% | 16,499 | 3,985 | 31.8% | $13.39万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $55.34万 | 0.05% | 4,157 | 139 | 3.5% | $1.85万 | 加仓 |
| — | TIDAL TRUST III | $55.01万 | 0.05% | 29,830 | 11,700 | 64.5% | $21.57万 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $53.91万 | 0.05% | 4,333 | -928 | -17.6% | -$11.55万 | 减仓 |
| INTU | INTUIT | $53.76万 | 0.05% | 2,060 | -830 | -28.7% | -$21.66万 | 减仓 |
| CGBD | CARLYLE SECURED LENDING INC | $53.64万 | 0.05% | 49,300 | -20,190 | -29.1% | -$21.97万 | 减仓 |
| VO | VANGUARD INDEX FDS | $53.57万 | 0.05% | 6,649 | 6,649 | — | $53.57万 | 新建仓 |
| — | PUTNAM ETF TRUST | $52.97万 | 0.05% | 19,466 | -5,221 | -21.1% | -$14.21万 | 减仓 |
| UDR | UDR INC | $52.51万 | 0.05% | 13,153 | -2,023 | -13.3% | -$8.08万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $52.20万 | 0.05% | 18,024 | -66 | -0.4% | -$1,911 | 减仓 |
| SPYG | SPDR SERIES TRUST | $51.95万 | 0.05% | 4,366 | 2,335 | 115.0% | $27.78万 | 重新持有 |
| GLD | SPDR GOLD TR | $51.13万 | 0.05% | 1,388 | 1,388 | — | $51.13万 | 新建仓 |
| EOG | EOG RES INC | $50.13万 | 0.05% | 3,864 | 460 | 13.5% | $5.97万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $49.23万 | 0.04% | 36,483 | 7,519 | 26.0% | $10.15万 | 加仓 |
| RBA | RB GLOBAL INC | $48.58万 | 0.04% | 4,172 | 10 | 0.2% | $1,164 | 加仓 |
| NEE | NEXTERA ENERGY INC | $48.05万 | 0.04% | 5,475 | 1,141 | 26.3% | $10.01万 | 加仓 |
| EWY | ISHARES INC | $48.05万 | 0.04% | 2,380 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $47.57万 | 0.04% | 7,824 | 616 | 8.5% | $3.75万 | 加仓 |
| DE | DEERE & CO | $46.74万 | 0.04% | 735 | 119 | 19.3% | $7.57万 | 重新持有 |
| VOOG | VANGUARD ADMIRAL FDS INC | $46.72万 | 0.04% | 5,655 | -3 | -0.1% | -$248 | 减仓 |
| EME | EMCOR GROUP INC | $46.39万 | 0.04% | 559 | 36 | 6.9% | $2.99万 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $45.63万 | 0.04% | 30,591 | 4,359 | 16.6% | $6.50万 | 加仓 |
| IJH | ISHARES TR | $44.03万 | 0.04% | 5,710 | 5,710 | — | $44.03万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $43.96万 | 0.04% | 5,103 | 5,103 | — | $43.96万 | 新建仓 |
| APP | APPLOVIN CORP | $43.02万 | 0.04% | 835 | 280 | 50.5% | $14.43万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $42.42万 | 0.04% | 1,424 | 1,424 | — | $42.42万 | 新建仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $41.86万 | 0.04% | 39,135 | 39,135 | — | $41.86万 | 新建仓 |
| CB | CHUBB LIMITED | $41.76万 | 0.04% | 1,222 | 141 | 13.0% | $4.82万 | 加仓 |
| VRSN | VERISIGN INC | $41.08万 | 0.04% | 1,633 | -4 | -0.2% | -$1,006 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $40.69万 | 0.04% | 9,018 | 9,018 | — | $40.69万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $40.34万 | 0.04% | 21,099 | 3,953 | 23.1% | $7.56万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $39.37万 | 0.04% | 23,949 | 1,223 | 5.4% | $2.01万 | 加仓 |
| IXN | ISHARES TR | $39.01万 | 0.04% | 2,700 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $38.80万 | 0.04% | 34,799 | 4,637 | 15.4% | $5.17万 | 加仓 |
| BLK | BLACKROCK INC | $38.46万 | 0.03% | 400 | 69 | 20.8% | $6.63万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $38.33万 | 0.03% | 11,436 | -780 | -6.4% | -$2.61万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $36.53万 | 0.03% | 1,061 | 96 | 9.9% | $3.31万 | 加仓 |
| IWMI | NEOS ETF TRUST | $35.98万 | 0.03% | 6,722 | -942 | -12.3% | -$5.04万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $35.97万 | 0.03% | 930 | -15 | -1.6% | -$5,802 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $35.85万 | 0.03% | 259 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $35.33万 | 0.03% | 9,612 | 246 | 2.6% | $9,043 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $35.07万 | 0.03% | 7,425 | 7,425 | — | $35.07万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $34.64万 | 0.03% | 1,468 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $34.56万 | 0.03% | 10,200 | 10,200 | — | $34.56万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $33.21万 | 0.03% | 3,312 | 3,312 | — | $33.21万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $33.14万 | 0.03% | 768 | 768 | — | $33.14万 | 新建仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $33.07万 | 0.03% | 2,586 | 267 | 11.5% | $3.41万 | 加仓 |
| EQNR | EQUINOR ASA | $32.83万 | 0.03% | 10,455 | 1,346 | 14.8% | $4.23万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $32.78万 | 0.03% | 993 | 98 | 10.9% | $3.24万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $31.55万 | 0.03% | 5,476 | 1,543 | 39.2% | $8.89万 | 加仓 |
| CR | CRANE COMPANY | $31.52万 | 0.03% | 1,413 | 0 | 0.0% | — | 不变 |
| JSTC | TIDAL TRUST I | $31.10万 | 0.03% | 13,592 | 1,001 | 8.0% | $2.29万 | 加仓 |
| GLW | CORNING INC | $30.69万 | 0.03% | 1,202 | 1,202 | — | $30.69万 | 新建仓 |
| GEM | GOLDMAN SACHS ETF TR | $30.23万 | 0.03% | 5,813 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II | $29.51万 | 0.03% | 4,895 | 4,895 | — | $29.51万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $29.40万 | 0.03% | 722 | 81 | 12.6% | $3.30万 | 加仓 |
| TTE | TOTALENERGIES SE | $29.06万 | 0.03% | 3,691 | 210 | 6.0% | $1.65万 | 加仓 |
| — | NEOS ETF TRUST | $28.90万 | 0.03% | 5,252 | -2,122 | -28.8% | -$11.68万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $28.01万 | 0.03% | 6,400 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $27.88万 | 0.03% | 4,950 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $27.72万 | 0.03% | 650 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $27.55万 | 0.02% | 2,866 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $26.98万 | 0.02% | 1,701 | 1,701 | — | $26.98万 | 新建仓 |
| SFNC | SIMMONS FIRST NATL CORP | $26.66万 | 0.02% | 11,658 | -27,803 | -70.5% | -$63.57万 | 减仓 |
| CATH | GLOBAL X FDS | $26.44万 | 0.02% | 2,978 | 90 | 3.1% | $7,990 | 加仓 |
| CCJ | CAMECO CORP | $25.93万 | 0.02% | 2,546 | -2 | -0.1% | -$204 | 减仓 |
| ADI | ANALOG DEVICES INC | $25.42万 | 0.02% | 640 | 640 | — | $25.42万 | 新建仓 |
| IWR | ISHARES TR | $25.36万 | 0.02% | 2,299 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $25.35万 | 0.02% | 2,861 | 2,861 | — | $25.35万 | 新建仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $25.01万 | 0.02% | 7,070 | 1,920 | 37.3% | $6.79万 | 加仓 |
| MO | ALTRIA GROUP INC | $24.86万 | 0.02% | 3,404 | 205 | 6.4% | $1.50万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $24.66万 | 0.02% | 852 | 852 | — | $24.66万 | 新建仓 |
| KKR | KKR & CO INC | $24.60万 | 0.02% | 2,680 | -159 | -5.6% | -$1.46万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $24.24万 | 0.02% | 1,819 | 1,819 | — | $24.24万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $23.96万 | 0.02% | 2,727 | 2,727 | — | $23.96万 | 新建仓 |
| — | TIDAL TRUST II | $23.80万 | 0.02% | 2,700 | 2,700 | — | $23.80万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $23.77万 | 0.02% | 710 | 710 | — | $23.77万 | 新建仓 |
| T | AT&T INC | $23.34万 | 0.02% | 11,276 | 36 | 0.3% | $745 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $23.34万 | 0.02% | 875 | 875 | — | $23.34万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $23.25万 | 0.02% | 6,985 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $22.93万 | 0.02% | 433 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $22.41万 | 0.02% | 1,736 | 1,736 | — | $22.41万 | 新建仓 |
| LOW | LOWES COS INC | $20.62万 | 0.02% | 935 | 935 | — | $20.62万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.59万 | 0.02% | 1,505 | 1,505 | — | $20.59万 | 新建仓 |
| NEM | NEWMONT CORP | $20.57万 | 0.02% | 2,202 | -4 | -0.2% | -$374 | 减仓 |
| AGG | ISHARES TR | $20.49万 | 0.02% | 2,070 | -3,072 | -59.7% | -$30.41万 | 重新持有 |
| GL | GLOBE LIFE INC | $20.23万 | 0.02% | 1,132 | 1,132 | — | $20.23万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $20.09万 | 0.02% | 7,036 | 7,036 | — | $20.09万 | 新建仓 |
| IWC | ISHARES TR | $20.00万 | 0.02% | 1,000 | 1,000 | — | $20.00万 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP | $18.47万 | 0.02% | 12,714 | 0 | 0.0% | — | 不变 |
| CMBT | CMB.TECH NV | $17.78万 | 0.02% | 12,711 | 12,711 | — | $17.78万 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $17.66万 | 0.02% | 10,141 | 10,141 | — | $17.66万 | 新建仓 |
| AI | C3 AI INC | $13.63万 | 0.01% | 15,000 | -59,599 | -79.9% | -$54.18万 | 重新持有 |