Innova Wealth Partners
NEWTOWN PA · SEC CIK 0001888831
$2.44亿2026Q2 申报市值
180持仓数
34.8%前十大占比 · 第一大 6.5%
24 / 13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
DBMF 加仓+$529.09万
SPY 加仓+$490.24万
XLK 加仓+$386.37万
XLV 加仓+$364.09万
VEA 加仓+$258.09万
2026Q2 卖出最多 按季末市值估算
SHY 减仓-$1,029.94万
IEF 减仓-$595.96万
VGK 减仓-$538.06万
AGG 减仓-$381.24万
EFA 减仓-$221.40万
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 |
|---|---|---|---|---|---|---|---|---|
| RSSB | TIDAL TRUST II | $43.72万 | 0.18% | 14,212 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $47.47万 | 0.19% | 8,239 | 1,126 | 15.8% | $6.49万 | 加仓 |
| WMT | WALMART INC | $47.80万 | 0.20% | 4,220 | -26 | -0.6% | -$2,945 | 减仓 |
| IEF | ISHARES TR | $48.57万 | 0.20% | 5,136 | -63,023 | -92.5% | -$595.96万 | 减仓 |
| DY | DYCOM INDS INC | $48.74万 | 0.20% | 964 | -100 | -9.4% | -$5.06万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $49.48万 | 0.20% | 2,735 | 34 | 1.3% | $6,151 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $49.97万 | 0.20% | 534 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $50.15万 | 0.21% | 3,196 | 718 | 29.0% | $11.27万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $51.20万 | 0.21% | 2,062 | 1 | 0.0% | $248 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $56.21万 | 0.23% | 1,717 | -61 | -3.4% | -$2.00万 | 减仓 |
| CVX | CHEVRON CORPORATION | $56.35万 | 0.23% | 3,399 | -2 | -0.1% | -$332 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $56.75万 | 0.23% | 17,898 | 5,052 | 39.3% | $16.02万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $56.96万 | 0.23% | 3,885 | -1,535 | -28.3% | -$22.51万 | 减仓 |
| CAT | CATERPILLAR INC | $57.29万 | 0.23% | 538 | 3 | 0.6% | $3,195 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $57.88万 | 0.24% | 7,691 | 266 | 3.6% | $2.00万 | 加仓 |
| IMCG | ISHARES TR | $58.31万 | 0.24% | 5,932 | 2,762 | 87.1% | $27.15万 | 加仓 |
| IWM | ISHARES TR | $60.67万 | 0.25% | 2,019 | 101 | 5.3% | $3.03万 | 加仓 |
| AMGN | AMGEN INC | $60.85万 | 0.25% | 1,680 | 84 | 5.3% | $3.04万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $62.16万 | 0.25% | 1,190 | 62 | 5.5% | $3.24万 | 加仓 |
| V | VISA INC | $62.97万 | 0.26% | 1,835 | 25 | 1.4% | $8,579 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $63.76万 | 0.26% | 1,335 | 196 | 17.2% | $9.36万 | 加仓 |
| META | META PLATFORMS INC | $67.62万 | 0.28% | 1,200 | 155 | 14.8% | $8.73万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $67.72万 | 0.28% | 2,408 | 8 | 0.3% | $2,250 | 加仓 |
| USIG | ISHARES TR | $70.35万 | 0.29% | 13,717 | 13,717 | — | $70.35万 | 新建仓 |
| UDOW | PROSHARES TR | $73.03万 | 0.30% | 10,420 | -198 | -1.9% | -$1.39万 | 减仓 |
| MAGS | LISTED FDS TR 看涨期权 | $73.30万 | 0.30% | 11,400 | 11,400 | — | $73.30万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $77.54万 | 0.32% | 8,758 | -60,770 | -87.4% | -$538.06万 | 减仓 |
| AVGO | BROADCOM INC | $78.95万 | 0.32% | 2,090 | 1 | 0.0% | $378 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $79.35万 | 0.32% | 3,125 | 30 | 1.0% | $7,618 | 加仓 |
| TQQQ | PROSHARES TR | $79.80万 | 0.33% | 9,852 | -74 | -0.7% | -$5,994 | 减仓 |
| — | TIDAL TRUST II | $83.11万 | 0.34% | 36,166 | -447 | -1.2% | -$1.03万 | 减仓 |
| — | EA SERIES TRUST | $89.06万 | 0.36% | 26,139 | 6,996 | 36.5% | $23.84万 | 加仓 |
| FRDM | EA SERIES TRUST | $90.68万 | 0.37% | 12,438 | 3,850 | 44.8% | $28.07万 | 加仓 |
| IVV | ISHARES TR | $91.51万 | 0.37% | 1,222 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $93.10万 | 0.38% | 37,754 | 37,754 | — | $93.10万 | 新建仓 |
| GOOG | ALPHABET INC | $95.70万 | 0.39% | 2,709 | 163 | 6.4% | $5.76万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $97.59万 | 0.40% | 13,030 | 1,303 | 11.1% | $9.76万 | 加仓 |
| — | EA SERIES TRUST | $98.42万 | 0.40% | 22,742 | 5,396 | 31.1% | $23.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $114.31万 | 0.47% | 5,713 | 228 | 4.2% | $4.56万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $116.10万 | 0.48% | 13,581 | -548 | -3.9% | -$4.68万 | 减仓 |
| — | TIDAL TRUST II | $122.56万 | 0.50% | 59,611 | 59,611 | — | $122.56万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR 看涨期权 | $124.38万 | 0.51% | 23,200 | 23,200 | — | $124.38万 | 新建仓 |
| — | STRATEGY SHS | $126.91万 | 0.52% | 37,596 | 13 | 0.0% | $439 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $129.30万 | 0.53% | 43,933 | 24,649 | 127.8% | $72.54万 | 加仓 |
| — | EXXON MOBIL CORP | $130.88万 | 0.54% | 9,573 | 17 | 0.2% | $2,324 | 加仓 |
| EWJ | ISHARES INC | $136.27万 | 0.56% | 14,611 | 625 | 4.5% | $5.83万 | 加仓 |
| NTSX | WISDOMTREE TR | $136.81万 | 0.56% | 23,169 | 362 | 1.6% | $2.14万 | 加仓 |
| — | TIDAL TRUST II | $137.82万 | 0.56% | 65,464 | 22,765 | 53.3% | $47.93万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $141.78万 | 0.58% | 6,664 | 2,559 | 62.3% | $54.44万 | 加仓 |
| AMZN | AMAZON COM INC | $145.67万 | 0.60% | 6,112 | 1,819 | 42.4% | $43.35万 | 加仓 |
| EFA | ISHARES TR | $146.54万 | 0.60% | 14,107 | -21,314 | -60.2% | -$221.40万 | 减仓 |
| EFV | ISHARES TR | $146.91万 | 0.60% | 19,191 | 8,537 | 80.1% | $65.35万 | 加仓 |
| QVAL | EA SERIES TRUST | $154.83万 | 0.63% | 27,922 | 6,965 | 33.2% | $38.62万 | 加仓 |
| ABBV | ABBVIE INC | $155.41万 | 0.64% | 6,176 | 12 | 0.2% | $3,020 | 加仓 |
| EEM | ISHARES TR | $158.73万 | 0.65% | 23,202 | -16,219 | -41.1% | -$110.96万 | 减仓 |
| QMOM | EA SERIES TRUST | $165.82万 | 0.68% | 21,061 | 4,739 | 29.0% | $37.31万 | 加仓 |
| QLD | PROSHARES TR | $175.16万 | 0.72% | 18,102 | -580 | -3.1% | -$5.61万 | 减仓 |
| AGNC | AGNC INVT CORP | $175.76万 | 0.72% | 161,244 | 13,222 | 8.9% | $14.41万 | 加仓 |
| CMI | CUMMINS INC | $192.99万 | 0.79% | 2,706 | 2 | 0.1% | $1,426 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $194.47万 | 0.80% | 8,872 | 2,631 | 42.2% | $57.67万 | 加仓 |
| — | TIDAL TRUST II | $197.72万 | 0.81% | 107,167 | 47,318 | 79.1% | $87.30万 | 加仓 |
| — | VS TRUST | $207.61万 | 0.85% | 87,305 | -24,902 | -22.2% | -$59.22万 | 重新持有 |
| LLY | ELI LILLY & CO | $209.18万 | 0.86% | 1,744 | 288 | 19.8% | $34.54万 | 加仓 |
| GLD | SPDR GOLD TR | $210.09万 | 0.86% | 5,703 | 527 | 10.2% | $19.41万 | 加仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $214.12万 | 0.88% | 14,365 | 3,156 | 28.2% | $47.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $217.04万 | 0.89% | 36,361 | 30,971 | 574.6% | $184.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $256.42万 | 1.05% | 6,874 | 225 | 3.4% | $8.39万 | 加仓 |
| AAPL | APPLE INC | $259.39万 | 1.06% | 8,964 | -1,261 | -12.3% | -$36.49万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $273.83万 | 1.12% | 7,400 | -1,305 | -15.0% | -$48.29万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $350.53万 | 1.43% | 14,814 | -1,087 | -6.8% | -$25.72万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $373.17万 | 1.53% | 44,922 | 5,153 | 13.0% | $42.81万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $373.74万 | 1.53% | 73,527 | 2,409 | 3.4% | $12.24万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $375.07万 | 1.53% | 69,962 | -11,516 | -14.1% | -$61.74万 | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $376.92万 | 1.54% | 52,901 | 36,223 | 217.2% | $258.09万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $388.97万 | 1.59% | 24,516 | 22,948 | 1,463.5% | $364.09万 | 加仓 |
| SSO | PROSHARES TR | $390.22万 | 1.60% | 57,913 | -471 | -0.8% | -$3.17万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $394.80万 | 1.62% | 74,336 | -5,148 | -6.5% | -$27.34万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $403.37万 | 1.65% | 254,014 | 120,865 | 90.8% | $191.93万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $424.86万 | 1.74% | 22,937 | -3,612 | -13.6% | -$66.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $433.16万 | 1.77% | 6,307 | 77 | 1.2% | $5.29万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $441.31万 | 1.81% | 97,333 | -2,373 | -2.4% | -$10.76万 | 减仓 |
| QQQ | INVESCO QQQ TR | $459.82万 | 1.88% | 6,244 | 2,351 | 60.4% | $173.13万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $460.68万 | 1.89% | 24,180 | 20,280 | 520.0% | $386.37万 | 加仓 |
| — | TIDAL TRUST II | $466.61万 | 1.91% | 245,069 | 18,083 | 8.0% | $34.43万 | 加仓 |
| — | TIDAL TRUST II | $629.38万 | 2.58% | 246,565 | 45,461 | 22.6% | $116.04万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $631.86万 | 2.59% | 206,423 | 172,849 | 514.8% | $529.09万 | 加仓 |
| AGG | ISHARES TR | $659.14万 | 2.70% | 66,593 | -38,517 | -36.6% | -$381.24万 | 减仓 |
| ICF | ISHARES TR | $756.19万 | 3.09% | 111,813 | 37,989 | 51.5% | $256.92万 | 加仓 |
| RSST | TIDAL TRUST II | $773.61万 | 3.17% | 236,651 | 29,863 | 14.4% | $97.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $930.89万 | 3.81% | 12,466 | 6,565 | 111.3% | $490.24万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,008.66万 | 4.13% | 199,774 | 35,392 | 21.5% | $178.69万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,064.07万 | 4.35% | 90,876 | 9,708 | 12.0% | $113.67万 | 加仓 |
| SHY | ISHARES TR | $1,582.32万 | 6.48% | 192,708 | -125,435 | -39.4% | -$1,029.94万 | 减仓 |