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
BINV 加仓+$67.68万
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
AAPL 减仓-$13.48万
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 |
|---|---|---|---|---|---|---|---|---|
| WAB | WABTEC | $270 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $272 | 0.00% | 2 | -4 | -66.7% | -$544 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $272 | 0.00% | 3 | 3 | — | $272 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $274 | 0.00% | 3 | 3 | — | $274 | 新建仓 |
| FAST | FASTENAL CO | $289 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $292 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $301 | 0.00% | 2 | 2 | — | $301 | 新建仓 |
| — | GRABAGUN DIGITAL HLDGS INC | $304 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $316 | 0.00% | 7 | 7 | — | $316 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $317 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $321 | 0.00% | 5 | 5 | — | $321 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $324 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $326 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $333 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $339 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $340 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $342 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $345 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $346 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $346 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $346 | 0.00% | 4 | 4 | — | $346 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $348 | 0.00% | 4 | 4 | — | $348 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $354 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $356 | 0.00% | 4 | 4 | — | $356 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $360 | 0.00% | 2 | 2 | — | $360 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $371 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $376 | 0.00% | 1 | 1 | — | $376 | 新建仓 |
| NI | NISOURCE INC | $381 | 0.00% | 8 | 8 | — | $381 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $382 | 0.00% | 5 | 5 | — | $382 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $388 | 0.00% | 4 | 4 | — | $388 | 新建仓 |
| IT | GARTNER INC | $389 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $392 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $393 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $395 | 0.00% | 2 | 2 | — | $395 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $401 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $401 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $402 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $404 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $417 | 0.00% | 3 | 3 | — | $417 | 新建仓 |
| FOXA | FOX CORP | $418 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $424 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $430 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $432 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $437 | 0.00% | 2 | 2 | — | $437 | 新建仓 |
| EIX | EDISON INTL | $447 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $447 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $449 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $467 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $469 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $473 | 0.00% | 6 | 6 | — | $473 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $475 | 0.00% | 2 | -3 | -60.0% | -$712 | 减仓 |
| MTB | M & T BK CORP | $477 | 0.00% | 2 | 2 | — | $477 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $480 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $484 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $487 | 0.00% | 3 | 3 | — | $487 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $496 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $504 | 0.00% | 3 | 3 | — | $504 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $510 | 0.00% | 1 | 1 | — | $510 | 新建仓 |
| APP | APPLOVIN CORP | $516 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $521 | 0.00% | 2 | 2 | — | $521 | 新建仓 |
| NTRS | NORTHERN TR CORP | $522 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $524 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $529 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $529 | 0.00% | 12 | 12 | — | $529 | 新建仓 |
| SOLV | SOLVENTUM CORP | $541 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $544 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $547 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $553 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $560 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $562 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $566 | 0.00% | 5 | 5 | — | $566 | 新建仓 |
| SAN | BANCO SANTANDER SA | $580 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $581 | 0.00% | 1 | -39 | -97.5% | -$2.27万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $582 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $584 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $606 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $608 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $609 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| E | ENI SPA | $610 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $617 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $639 | 0.00% | 3 | 2 | 200.0% | $426 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $657 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $667 | 0.00% | 4 | 4 | — | $667 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $677 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $680 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $701 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $701 | 0.00% | 6 | 4 | 200.0% | $467 | 加仓 |
| AMAT | APPLIED MATLS INC | $723 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $726 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $739 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $742 | 0.00% | 8 | 3 | 60.0% | $278 | 加仓 |
| TJX | TJX COS INC NEW | $758 | 0.00% | 5 | 5 | — | $758 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $758 | 0.00% | 1 | 1 | — | $758 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $765 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $771 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $774 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $783 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $788 | 0.00% | 11 | 11 | — | $788 | 新建仓 |
| XEL | XCEL ENERGY INC | $803 | 0.00% | 10 | 7 | 233.3% | $562 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $815 | 0.00% | 5 | 0 | 0.0% | — | 不变 |