Nvest Wealth Strategies, Inc.
POWELL OH · SEC CIK 0002106942
$1.60亿2026Q2 申报市值
353持仓数
77.5%前十大占比 · 第一大 19.8%
40 / 82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
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TDVG 加仓+$52.90万
JHMM 加仓+$51.46万
SCHG 加仓+$37.24万
EMLP 加仓+$28.28万
2026Q2 卖出最多 按季末市值估算
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BP 减仓-$13.12万
NVDA 减仓-$8.70万
TSLA 减仓-$6.10万
PLTR 减仓-$5.47万
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 |
|---|---|---|---|---|---|---|---|---|
| SWBI | SMITH & WESSON BRANDS INC | $0 | 0.00% | 0 | -839 | -100.0% | -$1.20万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -213 | -100.0% | -$5,347 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -53 | -100.0% | -$5,059 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$1,791 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,751 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,654 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -16 | -100.0% | -$1,558 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -18 | -100.0% | -$1,535 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -29 | -100.0% | -$1,439 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,420 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,394 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -8 | -100.0% | -$1,300 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,300 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,218 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,197 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,155 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,124 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,059 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,056 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -17 | -100.0% | -$1,043 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -5 | -100.0% | -$1,015 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$933 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -4 | -100.0% | -$898 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4 | -100.0% | -$789 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$781 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -5 | -100.0% | -$764 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$710 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -5 | -100.0% | -$706 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$687 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -5 | -100.0% | -$678 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$677 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -9 | -100.0% | -$648 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -6 | -100.0% | -$631 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$619 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$600 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -13 | -100.0% | -$589 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -4 | -100.0% | -$585 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$559 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$555 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -2 | -100.0% | -$533 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -3 | -100.0% | -$514 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$507 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -1 | -100.0% | -$500 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -1 | -100.0% | -$485 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -4 | -100.0% | -$453 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$451 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$449 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -1 | -100.0% | -$445 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1 | -100.0% | -$433 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$431 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -6 | -100.0% | -$416 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$409 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -5 | -100.0% | -$405 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$388 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -22 | -100.0% | -$387 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$382 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -13 | -100.0% | -$377 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -16 | -100.0% | -$363 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$359 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -3 | -100.0% | -$347 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$346 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -6 | -100.0% | -$342 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -1 | -100.0% | -$326 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$312 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -11 | -100.0% | -$309 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -5 | -100.0% | -$304 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -2 | -100.0% | -$293 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -6 | -100.0% | -$290 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$286 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -6 | -100.0% | -$282 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$270 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$268 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$266 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -14 | -100.0% | -$265 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -10 | -100.0% | -$249 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -11 | -100.0% | -$248 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -13 | -100.0% | -$245 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -3 | -100.0% | -$227 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -1 | -100.0% | -$216 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3 | -100.0% | -$212 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1 | -100.0% | -$208 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1 | -100.0% | -$199 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $14 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | FIRY INC | $41 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $73 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $77 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $139 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $176 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $190 | 0.00% | 2 | 2 | — | $190 | 新建仓 |
| — | ELECTRONIC ARTS INC | $206 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $207 | 0.00% | 1 | 1 | — | $207 | 新建仓 |
| NUE | NUCOR CORP | $223 | 0.00% | 1 | 1 | — | $223 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $227 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $233 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $242 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $254 | 0.00% | 1 | 1 | — | $254 | 新建仓 |
| TRGP | TARGA RES CORP | $269 | 0.00% | 1 | 1 | — | $269 | 新建仓 |