Innova Wealth Partners
NEWTOWN PA · SEC CIK 0001888831
$2.11亿2026Q1 申报市值
166持仓数
40.9%前十大占比 · 第一大 12.4%
28 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SHY 加仓+$1,507.23万
IEF 加仓+$603.45万
AGG 加仓+$543.07万
VGK 加仓+$496.22万
ICF 加仓+$418.33万
2026Q1 卖出最多 按季末市值估算
DBMF 减仓-$1,190.89万
GLD 减仓-$483.78万
XLC 减仓-$410.29万
XLK 减仓-$408.67万
XLV 减仓-$366.35万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $36.43万 | 0.17% | 2,476 | 5 | 0.2% | $736 | 加仓 |
| STM | STMICROELECTRONICS N V 看涨期权 | $36.28万 | 0.17% | 10,500 | 10,500 | — | $36.28万 | 新建仓 |
| DY | DYCOM INDS INC | $36.05万 | 0.17% | 1,064 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $35.75万 | 0.17% | 2,876 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $35.23万 | 0.17% | 1,071 | -15 | -1.4% | -$4,935 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $35.08万 | 0.17% | 12,116 | -25 | -0.2% | -$724 | 减仓 |
| CB | CHUBB LTD SWITZ | $35.05万 | 0.17% | 1,075 | 167 | 18.4% | $5.44万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $34.82万 | 0.16% | 1,775 | 169 | 10.5% | $3.32万 | 加仓 |
| ALL | ALLSTATE CORP | $34.70万 | 0.16% | 1,674 | 404 | 31.8% | $8.37万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $34.47万 | 0.16% | 3,109 | -37,010 | -92.3% | -$410.29万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $34.27万 | 0.16% | 2,478 | 428 | 20.9% | $5.92万 | 加仓 |
| — | ORLA MNG LTD NEW | $33.48万 | 0.16% | 20,757 | 2,580 | 14.2% | $4.16万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $33.25万 | 0.16% | 6,920 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $32.58万 | 0.15% | 1,583 | 1 | 0.1% | $206 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.32万 | 0.15% | 382 | 3 | 0.8% | $2,538 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $31.25万 | 0.15% | 6,845 | 6,845 | — | $31.25万 | 新建仓 |
| LOW | LOWES COS INC | $30.88万 | 0.15% | 1,307 | 7 | 0.5% | $1,654 | 加仓 |
| RTX | RTX CORPORATION | $30.34万 | 0.14% | 1,573 | -24 | -1.5% | -$4,630 | 减仓 |
| SPGI | S&P GLOBAL INC | $29.44万 | 0.14% | 692 | 84 | 13.8% | $3.57万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $29.20万 | 0.14% | 7,723 | 7,723 | — | $29.20万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.13万 | 0.14% | 5,390 | -34,850 | -86.6% | -$188.36万 | 减仓 |
| QLTY | GMO ETF TRUST | $29.12万 | 0.14% | 8,048 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $28.65万 | 0.14% | 657 | 226 | 52.4% | $9.85万 | 加仓 |
| GOOGL | ALPHABET INC | $28.38万 | 0.13% | 987 | 69 | 7.5% | $1.98万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $28.26万 | 0.13% | 647 | 40 | 6.6% | $1.75万 | 加仓 |
| MUB | ISHARES TR | $28.18万 | 0.13% | 2,655 | 405 | 18.0% | $4.30万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $27.68万 | 0.13% | 4,283 | 665 | 18.4% | $4.30万 | 加仓 |
| GEV | GE VERNOVA INC | $27.06万 | 0.13% | 310 | -6 | -1.9% | -$5,237 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $26.61万 | 0.13% | 6,517 | 390 | 6.4% | $1.59万 | 加仓 |
| MCD | MCDONALDS CORP | $26.54万 | 0.13% | 854 | 8 | 0.9% | $2,486 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $26.36万 | 0.12% | 3,256 | 6 | 0.2% | $486 | 加仓 |
| SHYD | VANECK ETF TRUST | $25.55万 | 0.12% | 11,275 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $24.98万 | 0.12% | 3,285 | 257 | 8.5% | $1.95万 | 加仓 |
| IMCG | ISHARES TR | $24.97万 | 0.12% | 3,170 | 3,170 | — | $24.97万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $24.94万 | 0.12% | 3,510 | 3,510 | — | $24.94万 | 新建仓 |
| — | PROSHARES TR II | $24.10万 | 0.11% | 3,922 | -1,478 | -27.4% | -$9.08万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $23.99万 | 0.11% | 3,171 | -438 | -12.1% | -$3.31万 | 减仓 |
| COR | CENCORA INC | $23.67万 | 0.11% | 753 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.62万 | 0.11% | 493 | 23 | 4.9% | $1.10万 | 加仓 |
| — | PROSHARES TR | $23.62万 | 0.11% | 3,714 | 3,714 | — | $23.62万 | 新建仓 |
| SO | SOUTHERN CO | $23.45万 | 0.11% | 2,430 | -28 | -1.1% | -$2,703 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $23.22万 | 0.11% | 2,115 | -10 | -0.5% | -$1,098 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $22.99万 | 0.11% | 1,568 | -24,988 | -94.1% | -$366.35万 | 减仓 |
| CZNC | CITIZENS & NORTHN CORP | $22.49万 | 0.11% | 10,067 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $22.17万 | 0.10% | 2,034 | -33,524 | -94.3% | -$365.34万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $21.98万 | 0.10% | 2,356 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $21.62万 | 0.10% | 1,959 | 1,959 | — | $21.62万 | 新建仓 |
| TSLA | TESLA INC | $21.00万 | 0.10% | 565 | -113 | -16.7% | -$4.20万 | 减仓 |
| WFC | WELLS FARGO & CO | $20.93万 | 0.10% | 2,629 | 8 | 0.3% | $637 | 加仓 |
| BRC | BRADY CORP | $20.84万 | 0.10% | 2,565 | 1 | 0.0% | $81 | 加仓 |
| DVY | ISHARES TR | $20.53万 | 0.10% | 1,356 | 1,356 | — | $20.53万 | 新建仓 |
| AIZ | ASSURANT INC | $20.48万 | 0.10% | 940 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $20.47万 | 0.10% | 958 | 958 | — | $20.47万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $20.36万 | 0.10% | 2,192 | 2,192 | — | $20.36万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $20.08万 | 0.10% | 2,055 | 5 | 0.2% | $488 | 加仓 |
| MRK | MERCK & CO INC | $19.91万 | 0.09% | 1,655 | 1,655 | — | $19.91万 | 新建仓 |
| PFE | PFIZER INC | $19.03万 | 0.09% | 6,777 | -1,384 | -17.0% | -$3.89万 | 减仓 |
| DOW | DOW HLDGS INC 看涨期权 | $16.24万 | 0.08% | 3,900 | 3,900 | — | $16.24万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $11.37万 | 0.05% | 13,237 | 13,237 | — | $11.37万 | 新建仓 |
| DOW | DOW HLDGS INC | $6.21万 | 0.03% | 1,491 | 1,491 | — | $6.21万 | 新建仓 |
| PG | PROCTER & GAMBLE CO 看涨期权 | $1.44万 | 0.01% | 100 | 100 | — | $1.44万 | 新建仓 |
| MRK | MERCK & CO INC 看涨期权 | $1.20万 | 0.01% | 100 | 100 | — | $1.20万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC 看涨期权 | $1.00万 | 0.00% | 200 | 200 | — | $1.00万 | 新建仓 |
| TLT | ISHARES TR 看涨期权 | $8,669 | 0.00% | 100 | 100 | — | $8,669 | 新建仓 |
| TQQQ | PROSHARES TR 看涨期权 | $8,336 | 0.00% | 200 | 200 | — | $8,336 | 新建仓 |
| KO | COCA COLA CO 看涨期权 | $7,605 | 0.00% | 100 | 100 | — | $7,605 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -1,763 | -100.0% | -$36.23万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -16,038 | -100.0% | -$26.54万 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -4,235 | -100.0% | -$23.12万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -3,560 | -100.0% | -$22.24万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -4,337 | -100.0% | -$22.07万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,911 | -100.0% | -$21.74万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,234 | -100.0% | -$21.46万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -823 | -100.0% | -$21.17万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -438 | -100.0% | -$20.53万 | 清仓 |
| HAL | HALLIBURTON CO 看涨期权 | $0 | 0.00% | 0 | -11,700 | -100.0% | -$3.25万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED 看涨期权 | $0 | 0.00% | 0 | -11,800 | -100.0% | -$1.34万 | 清仓 |