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 |
|---|---|---|---|---|---|---|---|---|
| — | STEALTHGAS INC | $8.72万 | 0.01% | 11,038 | 11,038 | — | $8.72万 | 新建仓 |
| — | CHERRY HILL MTG INVT CORP | $2.66万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | CARIBOU BIOSCIENCES INC | $1.95万 | 0.00% | 11,091 | 11,091 | — | $1.95万 | 新建仓 |
| — | FRACTYL HEALTH INC | $1.21万 | 0.00% | 15,280 | 15,280 | — | $1.21万 | 新建仓 |
| — | CXAPP INC | $1,862 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -141,820 | -100.0% | -$2,406.12万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -588 | -100.0% | -$51.36万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -476 | -100.0% | -$33.45万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -4,382 | -100.0% | -$30.57万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,227 | -100.0% | -$24.91万 | 清仓 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -4,950 | -100.0% | -$24.14万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,286 | -100.0% | -$21.22万 | 清仓 |
| — | AMPLIFY COMMODITY TRUST | $0 | 0.00% | 0 | -14,895 | -100.0% | -$14.85万 | 清仓 |
| DX | DYNEX CAP INC | $0 | 0.00% | 0 | -10,570 | -100.0% | -$13.67万 | 清仓 |
| INV | INNVENTURE INC | $0 | 0.00% | 0 | -29,471 | -100.0% | -$11.52万 | 清仓 |