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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $38.28万 | 0.21% | 2,800 | 2,800 | — | $38.28万 | 新建仓 |
| SYK | STRYKER CORPORATION | $38.16万 | 0.20% | 1,212 | 1,212 | — | $38.16万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $37.31万 | 0.20% | 3,248 | -171 | -5.0% | -$1.96万 | 减仓 |
| MRK | MERCK & CO INC | $37.00万 | 0.20% | 2,879 | -314 | -9.8% | -$4.03万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $36.13万 | 0.19% | 5,007 | 5,007 | — | $36.13万 | 新建仓 |
| FLEX | FLEX LTD | $35.51万 | 0.19% | 2,191 | 2,191 | — | $35.51万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $35.16万 | 0.19% | 11,122 | 11,122 | — | $35.16万 | 新建仓 |
| WFC | WELLS FARGO & CO | $35.15万 | 0.19% | 4,253 | 4,253 | — | $35.15万 | 新建仓 |
| MCK | MCKESSON CORP | $34.91万 | 0.19% | 462 | 462 | — | $34.91万 | 新建仓 |
| BLK | BLACKROCK INC | $32.50万 | 0.17% | 338 | 338 | — | $32.50万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $31.89万 | 0.17% | 802 | 802 | — | $31.89万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $31.63万 | 0.17% | 1,660 | 84 | 5.3% | $1.60万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $30.74万 | 0.16% | 493 | 493 | — | $30.74万 | 新建仓 |
| GLDM | WORLD GOLD TR | $30.50万 | 0.16% | 3,840 | 267 | 7.5% | $2.12万 | 加仓 |
| GOOG | ALPHABET INC | $29.43万 | 0.16% | 833 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $27.58万 | 0.15% | 5,803 | 5,803 | — | $27.58万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $27.39万 | 0.15% | 280 | 280 | — | $27.39万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $26.14万 | 0.14% | 1,411 | 107 | 8.2% | $1.98万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $25.30万 | 0.14% | 183 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $25.24万 | 0.14% | 2,645 | 203 | 8.3% | $1.94万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $24.59万 | 0.13% | 1,550 | 132 | 9.3% | $2.09万 | 加仓 |
| BOTZ | GLOBAL X FDS | $24.56万 | 0.13% | 6,473 | 326 | 5.3% | $1.24万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.40万 | 0.13% | 490 | 490 | — | $23.40万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $22.56万 | 0.12% | 1,786 | -1,184 | -39.9% | -$14.96万 | 减仓 |
| ASML | ASML HLDG NV | $22.08万 | 0.12% | 111 | 111 | — | $22.08万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $22.06万 | 0.12% | 740 | 740 | — | $22.06万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $21.95万 | 0.12% | 1,030 | 32 | 3.2% | $6,819 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.76万 | 0.12% | 876 | 876 | — | $21.76万 | 新建仓 |
| IYW | ISHARES TR | $21.44万 | 0.11% | 850 | 850 | — | $21.44万 | 新建仓 |
| INDA | ISHARES TR | $21.17万 | 0.11% | 4,287 | 4,287 | — | $21.17万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $21.02万 | 0.11% | 3,458 | 3,458 | — | $21.02万 | 新建仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $4.80万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -4,054 | -100.0% | -$89.65万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -14,637 | -100.0% | -$42.02万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -5,830 | -100.0% | -$37.43万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -2,470 | -100.0% | -$21.05万 | 清仓 |