Nvest Wealth Strategies, Inc.
POWELL OH · SEC CIK 0002106942
$1.43亿2026Q1 申报市值
395持仓数
77.3%前十大占比 · 第一大 19.6%
198 / 19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
AVDS 新建仓+$403.19万
BINV 加仓+$204.74万
DXJ 加仓+$79.93万
RSP 加仓+$68.98万
SCHG 加仓+$62.68万
2026Q1 卖出最多 按季末市值估算
IHDG 减仓-$159.75万
JHMM 减仓-$100.67万
SLYG 减仓-$82.46万
EMLP 减仓-$60.95万
UNP 减仓-$45.69万
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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $278.76万 | 1.95% | 11,489 | -1,883 | -14.1% | -$45.69万 | 减仓 |
| IHDG | WISDOMTREE TR | $376.89万 | 2.64% | 78,273 | -33,177 | -29.8% | -$159.75万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $403.19万 | 2.82% | 56,116 | 56,116 | — | $403.19万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $475.08万 | 3.33% | 50,231 | -696 | -1.4% | -$6.58万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $528.30万 | 3.70% | 27,527 | 3,594 | 15.0% | $68.98万 | 加仓 |
| DXJ | WISDOMTREE TR | $595.66万 | 4.17% | 37,562 | 5,040 | 15.5% | $79.93万 | 加仓 |
| HGER | HARBOR ETF TRUST | $613.98万 | 4.30% | 197,995 | -190 | -0.1% | -$5,892 | 减仓 |
| SLYG | SPDR SERIES TRUST | $677.91万 | 4.75% | 70,163 | -8,535 | -10.8% | -$82.46万 | 减仓 |
| DGRW | WISDOMTREE TR | $788.57万 | 5.52% | 89,773 | 286 | 0.3% | $2.51万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $893.16万 | 6.25% | 204,572 | -13,961 | -6.4% | -$60.95万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,085.51万 | 7.60% | 98,263 | -3,156 | -3.1% | -$34.86万 | 减仓 |
| BINV | 2023 ETF SERIES TRUST | $1,291.34万 | 9.04% | 313,279 | 49,670 | 18.8% | $204.74万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,774.37万 | 12.42% | 609,120 | 21,516 | 3.7% | $62.68万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $2,796.19万 | 19.57% | 416,595 | -14,999 | -3.5% | -$100.67万 | 减仓 |