Nest Investments, LLC
CONSHOHOCKEN PA · SEC CIK 0001948755
$1.23亿2026Q1 申报市值
29持仓数
80.0%前十大占比 · 第一大 19.5%
0 / 1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
BOND 加仓+$162.05万
BLV 加仓+$58.04万
QUAL 加仓+$51.81万
MINT 加仓+$49.61万
VCSH 加仓+$41.63万
2026Q1 卖出最多 按季末市值估算
GBIL 减仓-$135.36万
SGOV 减仓-$75.80万
IAU 减仓-$32.16万
AOA 清仓-$21.86万
VGSH 减仓-$12.37万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GBIL | GOLDMAN SACHS ETF TR | $2,396.67万 | 19.48% | 239,212 | -13,510 | -5.3% | -$135.36万 | 减仓 |
| BOND | PIMCO ETF TR | $1,515.66万 | 12.32% | 164,245 | 17,561 | 12.0% | $162.05万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,450.69万 | 11.79% | 104,879 | 2,772 | 2.7% | $38.34万 | 加仓 |
| SGOV | ISHARES TR | $1,370.83万 | 11.14% | 136,183 | -7,530 | -5.2% | -$75.80万 | 减仓 |
| QUAL | ISHARES TR | $840.82万 | 6.83% | 43,836 | 2,701 | 6.6% | $51.81万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $741.56万 | 6.03% | 107,816 | 8,439 | 8.5% | $58.04万 | 加仓 |
| DGRO | ISHARES TR | $621.17万 | 5.05% | 88,510 | 4,617 | 5.5% | $32.40万 | 加仓 |
| MINT | PIMCO ETF TR | $335.40万 | 2.73% | 33,350 | 4,933 | 17.4% | $49.61万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $288.55万 | 2.35% | 36,401 | 5,252 | 16.9% | $41.63万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $281.73万 | 2.29% | 31,762 | 2,288 | 7.8% | $20.29万 | 加仓 |
| IAU | ISHARES GOLD TR | $236.23万 | 1.92% | 26,796 | -3,648 | -12.0% | -$32.16万 | 减仓 |
| IWF | ISHARES TR | $227.07万 | 1.85% | 5,325 | 332 | 6.6% | $14.16万 | 加仓 |
| IVV | ISHARES TR | $196.53万 | 1.60% | 3,009 | 490 | 19.5% | $32.00万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $182.98万 | 1.49% | 31,256 | -2,113 | -6.3% | -$12.37万 | 减仓 |
| MTUM | ISHARES TR | $174.39万 | 1.42% | 7,266 | 1,254 | 20.9% | $30.10万 | 加仓 |
| IWN | ISHARES TR | $172.54万 | 1.40% | 9,100 | 251 | 2.8% | $4.76万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $170.11万 | 1.38% | 98,214 | -6,336 | -6.1% | -$10.97万 | 减仓 |
| USMV | ISHARES TR | $151.55万 | 1.23% | 16,341 | 2,236 | 15.9% | $20.74万 | 加仓 |
| DVY | ISHARES TR | $151.17万 | 1.23% | 9,984 | 617 | 6.6% | $9.34万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $110.24万 | 0.90% | 57,447 | 8,439 | 17.2% | $16.19万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $109.47万 | 0.89% | 30,915 | 3,961 | 14.7% | $14.03万 | 加仓 |
| TIP | ISHARES TR | $98.67万 | 0.80% | 8,941 | 418 | 4.9% | $4.61万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $97.30万 | 0.79% | 21,890 | 950 | 4.5% | $4.22万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $87.53万 | 0.71% | 25,392 | 3,357 | 15.2% | $11.57万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $77.92万 | 0.63% | 24,005 | 3,073 | 14.7% | $9.98万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $72.90万 | 0.59% | 5,027 | 753 | 17.6% | $10.92万 | 加仓 |
| VB | VANGUARD INDEX FDS | $55.88万 | 0.45% | 2,133 | 317 | 17.5% | $8.30万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $47.04万 | 0.38% | 19,618 | 4,749 | 31.9% | $11.39万 | 加仓 |
| EEM | ISHARES TR | $40.83万 | 0.33% | 7,189 | 818 | 12.8% | $4.65万 | 加仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | -2,441 | -100.0% | -$21.86万 | 清仓 |