Nvest Financial, LLC
PORTSMOUTH NH · SEC CIK 0001915315
$2.68亿2026Q1 申报市值
139持仓数
35.4%前十大占比 · 第一大 6.5%
13 / 2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
VICTORY PORTFOLI 加仓+$597.26万
VTWG 加仓+$501.83万
XSMO 新建仓+$409.87万
SPY 加仓+$256.69万
XAR 新建仓+$209.55万
2026Q1 卖出最多 按季末市值估算
MU 减仓-$69.12万
NVDA 减仓-$23.67万
JEPI 清仓-$22.51万
PLTR 清仓-$21.90万
GOOG 减仓-$20.22万
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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $42.23万 | 0.16% | 5,443 | -132 | -2.4% | -$1.02万 | 减仓 |
| BAC | BANK AMERICA CORP | $42.09万 | 0.16% | 8,634 | 50 | 0.6% | $2,437 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $40.76万 | 0.15% | 8,784 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $40.72万 | 0.15% | 1,205 | 2 | 0.2% | $676 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $39.34万 | 0.15% | 3,398 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $38.59万 | 0.14% | 785 | -3 | -0.4% | -$1,475 | 减仓 |
| ABT | ABBOTT LABORATORIES | $37.59万 | 0.14% | 3,662 | -97 | -2.6% | -$9,958 | 减仓 |
| GEV | GE VERNOVA INC | $37.21万 | 0.14% | 426 | 5 | 1.2% | $4,367 | 加仓 |
| USB | US BANCORP | $36.58万 | 0.14% | 7,034 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $36.15万 | 0.13% | 1,127 | 4 | 0.4% | $1,283 | 加仓 |
| CAT | CATERPILLAR INC | $35.90万 | 0.13% | 507 | 74 | 17.1% | $5.24万 | 加仓 |
| VHT | VANGUARD WORLD FD | $34.13万 | 0.13% | 1,253 | 3 | 0.2% | $817 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.32万 | 0.12% | 1,638 | -103 | -5.9% | -$2.10万 | 减仓 |
| CMI | CUMMINS INC | $32.04万 | 0.12% | 595 | 0 | 0.0% | — | 不变 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $31.23万 | 0.12% | 7,607 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $30.88万 | 0.12% | 1,989 | -131 | -6.2% | -$2.03万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.40万 | 0.11% | 1,584 | 5 | 0.3% | $960 | 加仓 |
| ICLN | ISHARES TR | $30.32万 | 0.11% | 16,576 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $29.91万 | 0.11% | 704 | 704 | — | $29.91万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $29.59万 | 0.11% | 7,375 | 2,402 | 48.3% | $9.64万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $28.98万 | 0.11% | 1,113 | -27 | -2.4% | -$7,031 | 减仓 |
| NOW | SERVICENOW INC | $28.86万 | 0.11% | 2,760 | 395 | 16.7% | $4.13万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $28.32万 | 0.11% | 7,912 | -1,125 | -12.4% | -$4.03万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $28.09万 | 0.10% | 8,419 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $26.71万 | 0.10% | 1,077 | 88 | 8.9% | $2.18万 | 加仓 |
| QQQI | NEOS ETF TRUST | $26.32万 | 0.10% | 5,297 | 5,297 | — | $26.32万 | 新建仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $25.25万 | 0.09% | 5,031 | 23 | 0.5% | $1,154 | 加仓 |
| DE | DEERE & CO | $25.16万 | 0.09% | 447 | 2 | 0.4% | $1,126 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.74万 | 0.09% | 554 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $24.65万 | 0.09% | 720 | 720 | — | $24.65万 | 新建仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $24.37万 | 0.09% | 6,505 | 6,505 | — | $24.37万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.77万 | 0.09% | 4,735 | -234 | -4.7% | -$1.17万 | 重新持有 |
| BMI | BADGER METER INC | $22.85万 | 0.09% | 1,500 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $22.67万 | 0.08% | 2,185 | 0 | 0.0% | — | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $22.35万 | 0.08% | 739 | 1 | 0.1% | $302 | 加仓 |
| MRK | MERCK & CO INC | $20.95万 | 0.08% | 1,741 | 1,741 | — | $20.95万 | 新建仓 |
| CSX | CSX CORP | $20.36万 | 0.08% | 4,960 | 4,960 | — | $20.36万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $20.16万 | 0.08% | 1,873 | 3 | 0.2% | $323 | 加仓 |
| T | AT&T INC | $20.11万 | 0.07% | 6,936 | 6,936 | — | $20.11万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,933 | -100.0% | -$22.51万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,232 | -100.0% | -$21.90万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |