Invera Wealth Advisors, LLC
BEND OR · SEC CIK 0001976780
$1.86亿2026Q2 申报市值
132持仓数
31.5%前十大占比 · 第一大 4.0%
37 / 4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
AMAT 新建仓+$160.43万
ROBO 加仓+$102.23万
LLY 加仓+$92.00万
ARTY 加仓+$77.61万
V 加仓+$73.80万
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$344.58万
NULV 减仓-$179.85万
CMI 减仓-$165.18万
GOOGL 减仓-$146.91万
NUMV 减仓-$119.90万
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 |
|---|---|---|---|---|---|---|---|---|
| SLYV | SPDR SERIES TRUST | $141.48万 | 0.76% | 12,967 | 1,250 | 10.7% | $13.64万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $154.68万 | 0.83% | 5,504 | 5 | 0.1% | $1,405 | 加仓 |
| AMAT | APPLIED MATLS INC | $160.43万 | 0.86% | 2,219 | 2,219 | — | $160.43万 | 新建仓 |
| NULV | NUSHARES ETF TR | $166.56万 | 0.89% | 33,318 | -35,977 | -51.9% | -$179.85万 | 减仓 |
| ALL | ALLSTATE CORP | $170.94万 | 0.92% | 7,184 | 33 | 0.5% | $7,852 | 加仓 |
| HD | HOME DEPOT INC | $186.04万 | 1.00% | 5,275 | 904 | 20.7% | $31.88万 | 加仓 |
| LLY | ELI LILLY & CO | $187.23万 | 1.00% | 1,561 | 767 | 96.6% | $92.00万 | 加仓 |
| ESML | ISHARES TR | $190.84万 | 1.02% | 34,121 | -409 | -1.2% | -$2.29万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $191.08万 | 1.02% | 13,078 | -1,224 | -8.6% | -$17.88万 | 减仓 |
| EAGG | ISHARES TR | $232.80万 | 1.25% | 49,104 | 4,453 | 10.0% | $21.11万 | 加仓 |
| V | VISA INC | $233.06万 | 1.25% | 6,793 | 2,151 | 46.3% | $73.80万 | 加仓 |
| GEV | GE VERNOVA INC | $237.56万 | 1.27% | 2,022 | 144 | 7.7% | $16.92万 | 加仓 |
| CMI | CUMMINS INC | $255.19万 | 1.37% | 3,578 | -2,316 | -39.3% | -$165.18万 | 减仓 |
| TJX | TJX COS INC NEW | $273.68万 | 1.47% | 18,065 | -6,230 | -25.6% | -$94.38万 | 减仓 |
| AVGO | BROADCOM INC | $283.39万 | 1.52% | 7,502 | -586 | -7.2% | -$22.14万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $305.31万 | 1.64% | 6,216 | -2,043 | -24.7% | -$100.34万 | 减仓 |
| — | ISHARES TR | $306.58万 | 1.64% | 58,124 | 4,249 | 7.9% | $22.41万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $311.00万 | 1.67% | 36,306 | 11,934 | 49.0% | $102.23万 | 加仓 |
| IJR | ISHARES TR | $313.57万 | 1.68% | 21,143 | 1,933 | 10.1% | $28.67万 | 加仓 |
| AGG | ISHARES TR | $321.01万 | 1.72% | 32,432 | 3,756 | 13.1% | $37.18万 | 加仓 |
| USXF | ISHARES TR | $335.07万 | 1.80% | 48,246 | 342 | 0.7% | $2.38万 | 加仓 |
| AMZN | AMAZON COM INC | $374.15万 | 2.01% | 15,698 | 1,583 | 11.2% | $37.73万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $419.18万 | 2.25% | 7,216 | -933 | -11.4% | -$54.20万 | 减仓 |
| IEFA | ISHARES TR | $467.43万 | 2.51% | 48,398 | 49 | 0.1% | $4,732 | 加仓 |
| LRCX | LAM RESEARCH CORP | $474.58万 | 2.55% | 10,952 | -7,952 | -42.1% | -$344.58万 | 减仓 |
| IEMG | ISHARES INC | $485.05万 | 2.60% | 58,553 | -3,019 | -4.9% | -$25.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $487.98万 | 2.62% | 24,388 | -1,531 | -5.9% | -$30.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $506.18万 | 2.72% | 15,464 | -499 | -3.1% | -$16.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $521.63万 | 2.80% | 13,984 | 1,499 | 12.0% | $55.92万 | 加仓 |
| DMXF | ISHARES TR | $569.47万 | 3.05% | 67,313 | 826 | 1.2% | $6.99万 | 加仓 |
| — | ISHARES TR | $573.65万 | 3.08% | 98,999 | -7,783 | -7.3% | -$45.10万 | 减仓 |
| GOOGL | ALPHABET INC | $595.34万 | 3.19% | 16,659 | -4,111 | -19.8% | -$146.91万 | 减仓 |
| SUSC | ISHARES TR | $596.52万 | 3.20% | 257,659 | 14,568 | 6.0% | $33.73万 | 加仓 |
| ARTY | ISHARES TR | $616.07万 | 3.30% | 80,892 | 10,190 | 14.4% | $77.61万 | 加仓 |
| AAPL | APPLE INC | $655.11万 | 3.51% | 22,640 | 39 | 0.2% | $1.13万 | 加仓 |
| IGIB | ISHARES TR | $745.19万 | 4.00% | 140,153 | 9,108 | 7.0% | $48.43万 | 加仓 |