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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $0 | 0.00% | 0 | -17,211 | -100.0% | -$149.20万 | 清仓 |
| RWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -20,654 | -100.0% | -$54.98万 | 清仓 |
| PFE | PFIZER INC 看涨期权 | $0 | 0.00% | 0 | -13,500 | -100.0% | -$37.91万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -7,723 | -100.0% | -$29.20万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -3,922 | -100.0% | -$24.10万 | 清仓 |
| VBIL | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -3,171 | -100.0% | -$23.99万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -3,714 | -100.0% | -$23.62万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -2,115 | -100.0% | -$23.22万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,192 | -100.0% | -$20.36万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -6,777 | -100.0% | -$19.03万 | 清仓 |
| DOW | DOW HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -3,900 | -100.0% | -$16.24万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -1,491 | -100.0% | -$6.21万 | 清仓 |
| TLT | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$8,669 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $503 | 0.00% | 8 | 8 | — | $503 | 新建仓 |
| TQQQ | PROSHARES TR 看涨期权 | $8,100 | 0.00% | 100 | -100 | -50.0% | -$8,100 | 减仓 |
| KO | COCA COLA CO 看涨期权 | $8,127 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC 看涨期权 | $8,468 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR 看涨期权 | $1.04万 | 0.00% | 100 | 100 | — | $1.04万 | 新建仓 |
| WMT | WALMART INC 看涨期权 | $1.13万 | 0.00% | 100 | 100 | — | $1.13万 | 新建仓 |
| MRK | MERCK & CO INC 看涨期权 | $1.28万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO 看涨期权 | $1.47万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS 看涨期权 | $3.70万 | 0.02% | 100 | 100 | — | $3.70万 | 新建仓 |
| CSCO | CISCO SYS INC | $11.45万 | 0.05% | 975 | 975 | — | $11.45万 | 新建仓 |
| CSCO | CISCO SYS INC 看涨期权 | $14.10万 | 0.06% | 1,200 | 1,200 | — | $14.10万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $21.08万 | 0.09% | 6,707 | 6,707 | — | $21.08万 | 新建仓 |
| COR | CENCORA INC | $21.21万 | 0.09% | 750 | -3 | -0.4% | -$849 | 减仓 |
| CTRE | CARETRUST REIT INC | $21.60万 | 0.09% | 5,352 | 5,352 | — | $21.60万 | 新建仓 |
| MRK | MERCK & CO INC | $21.64万 | 0.09% | 1,684 | 29 | 1.8% | $3,727 | 加仓 |
| WFC | WELLS FARGO & CO | $21.74万 | 0.09% | 2,631 | 2 | 0.1% | $165 | 加仓 |
| IWV | ISHARES TR | $22.06万 | 0.09% | 517 | 517 | — | $22.06万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $22.18万 | 0.09% | 2,055 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $22.93万 | 0.09% | 6,775 | 6,775 | — | $22.93万 | 新建仓 |
| SO | SOUTHERN CO | $22.93万 | 0.09% | 2,396 | -34 | -1.4% | -$3,254 | 减仓 |
| TIP | ISHARES TR | $23.00万 | 0.09% | 2,102 | 143 | 7.3% | $1.56万 | 加仓 |
| BAC | BANK OF AMER CORP | $23.09万 | 0.09% | 4,052 | 83 | 2.1% | $4,730 | 重新持有 |
| YOU | CLEAR SECURE INC | $23.13万 | 0.09% | 4,150 | 4,150 | — | $23.13万 | 新建仓 |
| MCD | MCDONALDS CORP | $23.14万 | 0.09% | 856 | 2 | 0.2% | $541 | 加仓 |
| UPRO | PROSHARES TR | $23.20万 | 0.09% | 1,636 | 1,636 | — | $23.20万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.27万 | 0.10% | 465 | -28 | -5.7% | -$1.40万 | 减仓 |
| CZNC | CITIZENS & NORTHN CORP | $23.47万 | 0.10% | 10,067 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $23.49万 | 0.10% | 2,566 | 1 | 0.0% | $92 | 加仓 |
| DVY | ISHARES TR | $23.54万 | 0.10% | 1,506 | 150 | 11.1% | $2.34万 | 加仓 |
| TSLA | TESLA INC | $23.76万 | 0.10% | 565 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC | $24.09万 | 0.10% | 3,188 | 3,188 | — | $24.09万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $24.35万 | 0.10% | 3,000 | -256 | -7.9% | -$2.08万 | 减仓 |
| STM | STMICROELECTRONICS N V 看涨期权 | $24.71万 | 0.10% | 3,300 | -7,200 | -68.6% | -$53.92万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $25.08万 | 0.10% | 2,478 | 2,478 | — | $25.08万 | 新建仓 |
| SHYD | VANECK ETF TRUST | $25.53万 | 0.10% | 11,150 | -125 | -1.1% | -$2,862 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $25.65万 | 0.10% | 24,339 | 11,102 | 83.9% | $11.70万 | 加仓 |
| AIZ | ASSURANT INC | $26.25万 | 0.11% | 978 | 38 | 4.0% | $1.02万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $27.26万 | 0.11% | 8,625 | 8,625 | — | $27.26万 | 新建仓 |
| KO | COCA COLA CO | $27.49万 | 0.11% | 3,383 | 98 | 3.0% | $7,964 | 加仓 |
| — | ORLA MNG LTD NEW | $27.98万 | 0.11% | 28,582 | 7,825 | 37.7% | $7.66万 | 加仓 |
| MUB | ISHARES TR | $28.30万 | 0.12% | 2,630 | -25 | -0.9% | -$2,691 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $28.61万 | 0.12% | 2,356 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $28.75万 | 0.12% | 1,304 | -3 | -0.2% | -$661 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $29.29万 | 0.12% | 6,653 | 136 | 2.1% | $5,988 | 加仓 |
| MCO | MOODYS CORP | $30.05万 | 0.12% | 663 | 6 | 0.9% | $2,719 | 加仓 |
| RTX | RTX CORPORATION | $30.13万 | 0.12% | 1,588 | 15 | 1.0% | $2,846 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $31.55万 | 0.13% | 619 | 7 | 1.1% | $3,568 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $32.30万 | 0.13% | 12,116 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $32.89万 | 0.13% | 3,495 | -15 | -0.4% | -$1,412 | 减仓 |
| QLTY | GMO ETF TRUST | $33.50万 | 0.14% | 8,048 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $33.51万 | 0.14% | 6,920 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $33.97万 | 0.14% | 8,023 | 30 | 0.4% | $1,270 | 加仓 |
| SPGI | S&P GLOBAL INC | $34.29万 | 0.14% | 842 | 150 | 21.7% | $6.11万 | 加仓 |
| BIL | SPDR SERIES TRUST | $34.31万 | 0.14% | 3,744 | -18,935 | -83.5% | -$173.54万 | 减仓 |
| BX | BLACKSTONE INC | $34.39万 | 0.14% | 2,922 | 2,922 | — | $34.39万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $34.41万 | 0.14% | 2,934 | 900 | 44.2% | $10.56万 | 加仓 |
| FCX | FREEPORT MCMORAN INC 看涨期权 | $34.59万 | 0.14% | 5,500 | 5,500 | — | $34.59万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $35.04万 | 0.14% | 6,953 | 108 | 1.6% | $5,442 | 加仓 |
| GOOGL | ALPHABET INC | $35.20万 | 0.14% | 985 | -2 | -0.2% | -$715 | 减仓 |
| ORCL | ORACLE CORP | $36.34万 | 0.15% | 2,480 | 4 | 0.2% | $586 | 加仓 |
| GSK | GSK PLC | $36.38万 | 0.15% | 6,940 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $36.42万 | 0.15% | 310 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $36.54万 | 0.15% | 1,073 | -2 | -0.2% | -$681 | 减仓 |
| SHV | ISHARES TR | $37.06万 | 0.15% | 3,358 | -201 | -5.6% | -$2.22万 | 减仓 |
| HD | HOME DEPOT INC | $37.09万 | 0.15% | 1,052 | -19 | -1.8% | -$6,698 | 减仓 |
| TTE | TOTALENERGIES SE | $37.22万 | 0.15% | 4,787 | -25 | -0.5% | -$1,944 | 减仓 |
| GLW | CORNING INC | $38.47万 | 0.16% | 1,506 | -2,846 | -65.4% | -$72.70万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $38.63万 | 0.16% | 382 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $38.79万 | 0.16% | 1,780 | 5 | 0.3% | $1,090 | 加仓 |
| WMB | WILLIAMS COS INC | $38.92万 | 0.16% | 5,235 | -12 | -0.2% | -$892 | 减仓 |
| VXF | VANGUARD INDEX FDS | $38.99万 | 0.16% | 1,584 | 1 | 0.1% | $246 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $39.71万 | 0.16% | 3,590 | 8 | 0.2% | $885 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $40.08万 | 0.16% | 2,930 | -50 | -1.7% | -$6,839 | 减仓 |
| ALL | ALLSTATE CORP | $40.19万 | 0.16% | 1,689 | 15 | 0.9% | $3,569 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $40.30万 | 0.16% | 1,482 | 1,482 | — | $40.30万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $40.59万 | 0.17% | 9,967 | 486 | 5.1% | $1.98万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $41.09万 | 0.17% | 4,770 | 888 | 22.9% | $7.65万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $41.41万 | 0.17% | 5,291 | 1,008 | 23.5% | $7.89万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $41.51万 | 0.17% | 958 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $41.93万 | 0.17% | 8,082 | -144 | -1.8% | -$7,470 | 减仓 |
| PEP | PEPSICO INC | $42.30万 | 0.17% | 3,124 | -37 | -1.2% | -$5,010 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $42.44万 | 0.17% | 5,067 | 1 | 0.0% | $84 | 加仓 |
| SLV | ISHARES SILVER TR | $42.54万 | 0.17% | 7,955 | 20 | 0.3% | $1,069 | 加仓 |
| MA | MASTERCARD INCORPORATED | $42.69万 | 0.17% | 831 | 25 | 3.1% | $1.28万 | 加仓 |
| ASML | ASML HLDG NV | $42.77万 | 0.18% | 215 | 215 | — | $42.77万 | 新建仓 |
| IJR | ISHARES TR | $42.89万 | 0.18% | 2,892 | 16 | 0.6% | $2,373 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $43.46万 | 0.18% | 4,057 | 948 | 30.5% | $10.16万 | 加仓 |