Invera Wealth Advisors, LLC
BEND OR · SEC CIK 0001976780
$1.56亿2026Q1 申报市值
98持仓数
33.8%前十大占比 · 第一大 4.5%
12 / 3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
ARTY 新建仓+$328.98万
ISHARES TR 新建仓+$234.56万
ROBO 新建仓+$166.78万
AMZN 加仓+$149.16万
AVGO 加仓+$124.79万
2026Q1 卖出最多 按季末市值估算
SPDR INDEX SHS F 减仓-$393.39万
USXF 减仓-$264.31万
ESML 减仓-$232.76万
CRM 清仓-$130.42万
NULV 减仓-$79.82万
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 |
|---|---|---|---|---|---|---|---|---|
| IGIB | ISHARES TR | $697.42万 | 4.48% | 131,045 | 1,149 | 0.9% | $6.11万 | 加仓 |
| GOOGL | ALPHABET INC | $597.26万 | 3.83% | 20,770 | -1,031 | -4.7% | -$29.65万 | 减仓 |
| AAPL | APPLE INC | $573.59万 | 3.68% | 22,601 | -1,167 | -4.9% | -$29.62万 | 减仓 |
| SUSC | ISHARES TR | $562.46万 | 3.61% | 243,091 | 7,115 | 3.0% | $16.46万 | 加仓 |
| — | ISHARES TR | $510.86万 | 3.28% | 106,782 | 763 | 0.7% | $3.65万 | 加仓 |
| DMXF | ISHARES TR | $501.64万 | 3.22% | 66,487 | 1,166 | 1.8% | $8.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $469.57万 | 3.01% | 15,963 | -101 | -0.6% | -$2.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $462.16万 | 2.97% | 12,485 | -4 | -0.0% | -$1,481 | 减仓 |
| NVDA | NVIDIA CORPORATION | $452.03万 | 2.90% | 25,919 | 4,974 | 23.7% | $86.75万 | 加仓 |
| IEFA | ISHARES TR | $437.70万 | 2.81% | 48,349 | -1,741 | -3.5% | -$15.76万 | 减仓 |
| IEMG | ISHARES INC | $429.46万 | 2.76% | 61,572 | -2,420 | -3.8% | -$16.88万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $403.90万 | 2.59% | 18,904 | -1,100 | -5.5% | -$23.50万 | 减仓 |
| TJX | TJX COS INC NEW | $387.99万 | 2.49% | 24,295 | -742 | -3.0% | -$11.85万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $344.19万 | 2.21% | 8,259 | -55 | -0.7% | -$2.29万 | 减仓 |
| ARTY | ISHARES TR | $328.98万 | 2.11% | 70,702 | 70,702 | — | $328.98万 | 新建仓 |
| CMI | CUMMINS INC | $317.11万 | 2.04% | 5,894 | -210 | -3.4% | -$11.30万 | 减仓 |
| NULV | NUSHARES ETF TR | $315.29万 | 2.02% | 69,295 | -17,543 | -20.2% | -$79.82万 | 减仓 |
| AMZN | AMAZON COM INC | $293.97万 | 1.89% | 14,115 | 7,162 | 103.0% | $149.16万 | 加仓 |
| AGG | ISHARES TR | $284.67万 | 1.83% | 28,676 | 405 | 1.4% | $4.02万 | 加仓 |
| USXF | ISHARES TR | $264.43万 | 1.70% | 47,904 | -47,883 | -50.0% | -$264.31万 | 减仓 |
| AVGO | BROADCOM INC | $250.33万 | 1.61% | 8,088 | 4,032 | 99.4% | $124.79万 | 加仓 |
| IJR | ISHARES TR | $238.80万 | 1.53% | 19,210 | -298 | -1.5% | -$3.70万 | 减仓 |
| — | ISHARES TR | $234.56万 | 1.51% | 53,875 | 53,875 | — | $234.56万 | 新建仓 |
| NUMV | NUSHARES ETF TR | $225.46万 | 1.45% | 58,153 | -1,360 | -2.3% | -$5.27万 | 减仓 |
| EAGG | ISHARES TR | $212.32万 | 1.36% | 44,651 | 2,180 | 5.1% | $10.37万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $199.44万 | 1.28% | 4,162 | -491 | -10.6% | -$23.53万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $187.28万 | 1.20% | 14,302 | -217 | -1.5% | -$2.84万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $166.78万 | 1.07% | 24,372 | 24,372 | — | $166.78万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $165.78万 | 1.06% | 8,149 | -179 | -2.1% | -$3.64万 | 减仓 |
| GEV | GE VERNOVA INC | $163.93万 | 1.05% | 1,878 | -151 | -7.4% | -$13.18万 | 减仓 |
| ESML | ISHARES TR | $162.36万 | 1.04% | 34,530 | -49,502 | -58.9% | -$232.76万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $161.38万 | 1.04% | 10,261 | -18 | -0.2% | -$2,831 | 减仓 |
| HCA | HCA HEALTHCARE INC | $155.18万 | 1.00% | 3,279 | -11 | -0.3% | -$5,206 | 减仓 |
| ALL | ALLSTATE CORP | $148.27万 | 0.95% | 7,151 | -82 | -1.1% | -$1.70万 | 减仓 |
| HD | HOME DEPOT INC | $143.76万 | 0.92% | 4,371 | -85 | -1.9% | -$2.80万 | 减仓 |
| V | VISA INC | $140.30万 | 0.90% | 4,642 | 100 | 2.2% | $3.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $136.81万 | 0.88% | 5,597 | -81 | -1.4% | -$1.98万 | 减仓 |
| META | META PLATFORMS INC | $135.42万 | 0.87% | 2,367 | -25 | -1.0% | -$1.43万 | 减仓 |
| ETN | EATON CORP PLC | $127.97万 | 0.82% | 3,578 | -183 | -4.9% | -$6.55万 | 减仓 |
| MPC | MARATHON PETE CORP | $123.63万 | 0.79% | 5,063 | -64 | -1.2% | -$1.56万 | 减仓 |
| BGRN | ISHARES TR | $119.99万 | 0.77% | 25,277 | 1,465 | 6.2% | $6.95万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $118.58万 | 0.76% | 1,190 | 1 | 0.1% | $996 | 加仓 |
| CB | CHUBB LTD SWITZ | $117.53万 | 0.75% | 3,606 | -96 | -2.6% | -$3.13万 | 减仓 |
| CVX | CHEVRON CORPORATION | $115.76万 | 0.74% | 5,595 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $110.82万 | 0.71% | 11,717 | -166 | -1.4% | -$1.57万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $108.25万 | 0.69% | 5,499 | -16 | -0.3% | -$3,150 | 减仓 |
| CME | CME GROUP INC | $103.14万 | 0.66% | 3,492 | -46 | -1.3% | -$1.36万 | 减仓 |
| UNP | UNION PAC CORP | $102.70万 | 0.66% | 4,233 | -12 | -0.3% | -$2,911 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $102.29万 | 0.66% | 5,218 | -88 | -1.7% | -$1.73万 | 减仓 |
| IQV | IQVIA HLDGS INC | $100.28万 | 0.64% | 5,880 | -4,657 | -44.2% | -$79.42万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $99.81万 | 0.64% | 2,300 | -64 | -2.7% | -$2.78万 | 减仓 |
| ABBV | ABBVIE INC | $95.87万 | 0.62% | 4,408 | 420 | 10.5% | $9.13万 | 加仓 |
| WMT | WALMART INC | $91.81万 | 0.59% | 7,387 | -161 | -2.1% | -$2.00万 | 减仓 |
| STE | STERIS PLC | $89.65万 | 0.58% | 4,054 | 119 | 3.0% | $2.63万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $89.56万 | 0.57% | 10,518 | -148 | -1.4% | -$1.26万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $89.27万 | 0.57% | 3,073 | -10 | -0.3% | -$2,905 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $89.11万 | 0.57% | 11,128 | -358 | -3.1% | -$2.87万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $83.08万 | 0.53% | 8,092 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $80.20万 | 0.51% | 35,006 | 1,867 | 5.6% | $4.28万 | 加仓 |
| IVV | ISHARES TR | $80.02万 | 0.51% | 1,225 | -134 | -9.9% | -$8.75万 | 减仓 |
| LLY | ELI LILLY & CO | $73.03万 | 0.47% | 794 | 794 | — | $73.03万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $67.75万 | 0.43% | 4,517 | 12 | 0.3% | $1,800 | 加仓 |
| SPGI | S&P GLOBAL INC | $67.29万 | 0.43% | 1,582 | -117 | -6.9% | -$4.98万 | 减仓 |
| — | SPDR INDEX SHS FDS | $66.68万 | 0.43% | 16,406 | -96,786 | -85.5% | -$393.39万 | 减仓 |
| ADI | ANALOG DEVICES INC | $64.58万 | 0.41% | 2,030 | 183 | 9.9% | $5.82万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $60.23万 | 0.39% | 18,815 | 1,229 | 7.0% | $3.93万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $59.50万 | 0.38% | 3,008 | 43 | 1.5% | $8,505 | 加仓 |
| NEE | NEXTERA ENERGY INC | $55.12万 | 0.35% | 5,934 | 1,008 | 20.5% | $9.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.02万 | 0.34% | 10,562 | 42 | 0.4% | $2,108 | 加仓 |
| O | REALTY INCOME CORP | $46.99万 | 0.30% | 7,680 | -103 | -1.3% | -$6,302 | 减仓 |
| SNPS | SYNOPSYS INC | $46.82万 | 0.30% | 1,181 | 11 | 0.9% | $4,361 | 加仓 |
| ZTS | ZOETIS INC | $45.89万 | 0.29% | 3,882 | 3,882 | — | $45.89万 | 新建仓 |
| CMF | ISHARES TR | $44.94万 | 0.29% | 7,904 | 122 | 1.6% | $6,937 | 加仓 |
| IWR | ISHARES TR | $42.76万 | 0.27% | 4,398 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $42.02万 | 0.27% | 14,637 | 3,923 | 36.6% | $11.26万 | 加仓 |
| DXCM | DEXCOM INC | $41.73万 | 0.27% | 6,645 | 77 | 1.2% | $4,836 | 加仓 |
| GILD | GILEAD SCIENCES INC | $41.39万 | 0.27% | 2,970 | -156 | -5.0% | -$2.17万 | 减仓 |
| IGLB | ISHARES TR | $40.00万 | 0.26% | 8,059 | -1,089 | -11.9% | -$5.40万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $39.57万 | 0.25% | 1,424 | -9 | -0.6% | -$2,501 | 减仓 |
| ETR | ENTERGY CORP NEW | $38.42万 | 0.25% | 3,419 | 2 | 0.1% | $225 | 加仓 |
| MRK | MERCK & CO INC | $38.41万 | 0.25% | 3,193 | 3 | 0.1% | $361 | 加仓 |
| BBY | BEST BUY INC | $37.43万 | 0.24% | 5,830 | 212 | 3.8% | $1.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $33.36万 | 0.21% | 1,040 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $33.12万 | 0.21% | 3,573 | 512 | 16.7% | $4.75万 | 加仓 |
| SYY | SYSCO CORP | $31.63万 | 0.20% | 4,435 | 283 | 6.8% | $2.02万 | 加仓 |
| BAC | BANK AMERICA CORP | $27.70万 | 0.18% | 5,682 | 5,682 | — | $27.70万 | 新建仓 |
| GOOG | ALPHABET INC | $23.90万 | 0.15% | 833 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $23.72万 | 0.15% | 800 | 800 | — | $23.72万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $21.86万 | 0.14% | 998 | 998 | — | $21.86万 | 新建仓 |
| IXUS | ISHARES TR | $21.16万 | 0.14% | 2,442 | 2,442 | — | $21.16万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $21.09万 | 0.14% | 1,304 | -70 | -5.1% | -$1.13万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $21.07万 | 0.14% | 4,491 | -817 | -15.4% | -$3.83万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $21.05万 | 0.14% | 2,470 | 2,470 | — | $21.05万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $20.95万 | 0.13% | 1,576 | -56 | -3.4% | -$7,442 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $20.79万 | 0.13% | 1,418 | 98 | 7.4% | $1.44万 | 加仓 |
| BOTZ | GLOBAL X FDS | $20.42万 | 0.13% | 6,147 | 6,147 | — | $20.42万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $20.01万 | 0.13% | 183 | 183 | — | $20.01万 | 新建仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $3.12万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -4,923 | -100.0% | -$130.42万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |