13F 机构持仓

Nest Investments, LLC

CONSHOHOCKEN PA · SEC CIK 0001948755

2026Q22026Q1 更早 9 个季度 🔒
$1.32亿2026Q2 申报市值
34持仓数
78.1%前十大占比 · 第一大 17.7%
5 / 0新建仓 / 清仓
申报市值走势$1.32亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GBIL 17.7%
VT 12.0%
BOND 11.9%
SGOV 10.1%
QUAL 7.6%
BLV 5.9%
DGRO 5.3%
MINT 3.1%
VNQ 2.4%
VCSH 2.3%

2026Q2 买入最多 按季末市值估算

MINT 加仓+$66.84万
JAAA 新建仓+$64.01万
BOND 加仓+$54.64万
PAAA 新建仓+$40.69万
BILZ 新建仓+$40.15万

2026Q2 卖出最多 按季末市值估算

IAU 减仓-$85.83万
GBIL 减仓-$70.79万
VT 减仓-$65.23万
SGOV 减仓-$39.55万
PDBC 减仓-$1.93万

2026Q2 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 $2,325.15万17.67%232,144 -7,068-3.0% -$70.79万 减仓
VT VANGUARD INTL EQUITY INDEX F $1,580.84万12.01%100,723 -4,156-4.0% -$65.23万 减仓
BOND PIMCO ETF TR $1,569.15万11.92%170,171 5,9263.6% $54.64万 加仓
SGOV ISHARES TR $1,331.40万10.12%132,254 -3,929-2.9% -$39.55万 减仓
QUAL ISHARES TR $994.72万7.56%45,332 1,4963.4% $32.83万 加仓
BLV VANGUARD BD INDEX FDS $770.05万5.85%111,715 3,8993.6% $26.88万 加仓
DGRO ISHARES TR $696.96万5.30%91,960 3,4503.9% $26.15万 加仓
MINT PIMCO ETF TR $403.03万3.06%39,980 6,63019.9% $66.84万 加仓
VNQ VANGUARD INDEX FDS $311.98万2.37%32,353 5911.9% $5.70万 加仓
VCSH VANGUARD SCOTTSDALE FDS $299.68万2.28%37,919 1,5184.2% $12.00万 加仓
IWF ISHARES TR $272.60万2.07%21,954 6543.1% $8.12万 加仓
MTUM ISHARES TR $269.00万2.04%7,846 5808.0% $19.89万 加仓
IVV ISHARES TR $263.25万2.00%3,515 50616.8% $37.90万 加仓
IWN ISHARES TR $200.94万1.53%9,084 -16-0.2% -$3,539 减仓
VGSH VANGUARD SCOTTSDALE FDS $187.06万1.42%32,140 8842.8% $5.14万 加仓
USMV ISHARES TR $162.48万1.23%16,844 5033.1% $4.85万 加仓
DVY ISHARES TR $162.08万1.23%10,370 3863.9% $6.03万 加仓
PDBC INVESCO ACTVELY MNGD ETC FD $154.03万1.17%96,996 -1,218-1.2% -$1.93万 减仓
SFLR INNOVATOR ETFS TRUST $122.09万0.93%31,647 7322.4% $2.82万 加仓
IAU ISHARES GOLD TR $116.50万0.89%15,429 -11,367-42.4% -$85.83万 减仓
TIPX SPDR SERIES TRUST $113.08万0.86%59,737 2,2904.0% $4.33万 加仓
TIP ISHARES TR $100.63万0.76%9,196 2552.9% $2.79万 加仓
VNQI VANGUARD INTL EQUITY INDEX F $99.77万0.76%22,244 3541.6% $1.59万 加仓
— INNOVATOR ETFS TRUST $95.98万0.73%26,093 7012.8% $2.58万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $95.51万0.73%5,613 58611.7% $9.97万 加仓
ZALT INNOVATOR ETFS TRUST $83.14万0.63%24,546 5412.3% $1.83万 加仓
VB VANGUARD INDEX FDS $76.00万0.58%2,507 37417.5% $11.34万 加仓
JAAA JANUS DETROIT STR TR $64.01万0.49%12,679 12,679— $64.01万 新建仓
EEM ISHARES TR $55.37万0.42%8,094 90512.6% $6.19万 加仓
VRP INVESCO EXCH TRADED FD TR II $50.82万0.39%20,906 1,2886.6% $3.13万 加仓
PAAA PGIM ETF TR $40.69万0.31%7,936 7,936— $40.69万 新建仓
BILZ PIMCO ETF TR $40.15万0.31%3,978 3,978— $40.15万 新建仓
JSI JANUS DETROIT STR TR $27.16万0.21%5,304 5,304— $27.16万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $26.77万0.20%5,295 5,295— $26.77万 新建仓