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 |
|---|---|---|---|---|---|---|---|---|
| VMRK | EQUITY RESIDENTIAL | $816 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $828 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $832 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $840 | 0.00% | 18 | 9 | 100.0% | $420 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $841 | 0.00% | 12 | 7 | 140.0% | $491 | 加仓 |
| GM | GENERAL MTRS CO | $848 | 0.00% | 11 | 4 | 57.1% | $308 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $859 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $876 | 0.00% | 13 | 9 | 225.0% | $606 | 加仓 |
| VALE | VALE S A | $888 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $888 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $893 | 0.00% | 2 | 2 | — | $893 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $910 | 0.00% | 8 | 4 | 100.0% | $455 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $913 | 0.00% | 17 | 5 | 41.7% | $269 | 加仓 |
| ETR | ENTERGY CORP NEW | $919 | 0.00% | 8 | 4 | 100.0% | $460 | 加仓 |
| SHYG | ISHARES TR | $934 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $936 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $951 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $974 | 0.00% | 18 | -9 | -33.3% | -$487 | 减仓 |
| CIEN | CIENA CORP | $982 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $988 | 0.00% | 9 | 9 | — | $988 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $994 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1,022 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1,033 | 0.00% | 3 | 3 | — | $1,033 | 新建仓 |
| B | BARRICK MNG CORP | $1,066 | 0.00% | 29 | 8 | 38.1% | $294 | 加仓 |
| DIS | DISNEY WALT CO | $1,085 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1,121 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $1,157 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1,164 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $1,198 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $1,214 | 0.00% | 5 | 4 | 400.0% | $971 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,247 | 0.00% | 3 | 2 | 200.0% | $831 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,266 | 0.00% | 10 | 6 | 150.0% | $760 | 加仓 |
| BAC | BANK OF AMER CORP | $1,311 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $1,330 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $1,340 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1,340 | 0.00% | 14 | 7 | 100.0% | $670 | 加仓 |
| ACHR | ARCHER AVIATION INC | $1,419 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $1,486 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FWRD | FORWARD AIR CORP | $1,622 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $1,629 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,635 | 0.00% | 17 | 10 | 142.9% | $962 | 加仓 |
| NKE | NIKE INC | $1,642 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $1,746 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1,793 | 0.00% | 100 | 100 | — | $1,793 | 新建仓 |
| NDAQ | NASDAQ INC | $1,971 | 0.00% | 25 | 8 | 47.1% | $631 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $2,114 | 0.00% | 14 | 14 | — | $2,114 | 新建仓 |
| CMI | CUMMINS INC | $2,140 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $2,202 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $2,265 | 0.00% | 5 | 2 | 66.7% | $906 | 加仓 |
| MCK | MCKESSON CORP | $2,267 | 0.00% | 3 | 3 | — | $2,267 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $2,309 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $2,334 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $2,458 | 0.00% | 28 | 18 | 180.0% | $1,580 | 加仓 |
| LQD | ISHARES TR | $2,509 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $2,517 | 0.00% | 48 | -6 | -11.1% | -$315 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2,555 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,816 | 0.00% | 13 | 5 | 62.5% | $1,083 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,895 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2,940 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $2,948 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $3,018 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $3,172 | 0.00% | 28 | 13 | 86.7% | $1,473 | 加仓 |
| CSCO | CISCO SYS INC | $3,172 | 0.00% | 27 | 18 | 200.0% | $2,115 | 加仓 |
| IMCV | ISHARES TR | $3,199 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $3,222 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $3,313 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $3,394 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3,400 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $3,411 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $3,554 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3,727 | 0.00% | 44 | 9 | 25.7% | $762 | 加仓 |
| USB | US BANCORP | $3,745 | 0.00% | 62 | 9 | 17.0% | $544 | 加仓 |
| SHM | SPDR SERIES TRUST | $3,838 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $3,900 | 0.00% | 9 | 4 | 80.0% | $1,733 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3,980 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $4,392 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $4,410 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | CARIBOU BIOSCIENCES INC | $4,444 | 0.00% | 2,525 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $4,544 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $4,658 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $4,755 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $4,858 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $4,907 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $4,982 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB STRATEGIC TR | $5,040 | 0.00% | 161 | 161 | — | $5,040 | 新建仓 |
| EOG | EOG RES INC | $5,060 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $5,070 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $5,075 | 0.00% | 55 | -6 | -9.8% | -$554 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $5,375 | 0.00% | 50 | -50 | -50.0% | -$5,375 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $5,455 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $5,553 | 0.00% | 38 | 3 | 8.6% | $438 | 加仓 |
| WS | WORTHINGTON STL INC | $5,608 | 0.00% | 167 | -167 | -50.0% | -$5,608 | 减仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $6,195 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $6,342 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $6,500 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $6,502 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK CARRIERS CORP. | $6,543 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $6,640 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $6,707 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $6,978 | 0.00% | 502 | 0 | 0.0% | — | 不变 |