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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $13.55万 | 0.08% | 924 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR 看跌期权 | $14.73万 | 0.09% | 200 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $18.00万 | 0.11% | 1,316 | 6 | 0.5% | $821 | 加仓 |
| CAT | CATERPILLAR INC | $20.52万 | 0.13% | 193 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $21.09万 | 0.13% | 4,188 | 1,278 | 43.9% | $6.43万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $26.45万 | 0.17% | 2,833 | 18 | 0.6% | $1,681 | 加仓 |
| QQQ | INVESCO QQQ TR | $26.95万 | 0.17% | 366 | -49 | -11.8% | -$3.61万 | 减仓 |
| AMZN | AMAZON COM INC | $27.41万 | 0.17% | 1,150 | -159 | -12.1% | -$3.79万 | 减仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $29.44万 | 0.18% | 5,877 | 221 | 3.9% | $1.11万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $33.05万 | 0.21% | 1,142 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $45.34万 | 0.28% | 1,567 | -466 | -22.9% | -$13.48万 | 减仓 |
| — | EA SERIES TRUST | $46.15万 | 0.29% | 8,437 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $59.87万 | 0.37% | 4,936 | 1 | 0.0% | $121 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $80.04万 | 0.50% | 4,000 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $82.94万 | 0.52% | 2,268 | -4 | -0.2% | -$1,463 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $110.76万 | 0.69% | 22,591 | 10,789 | 91.4% | $52.90万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $112.98万 | 0.71% | 10,964 | 344 | 3.2% | $3.54万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $122.24万 | 0.76% | 15,178 | 317 | 2.1% | $2.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $129.65万 | 0.81% | 6,479 | -435 | -6.3% | -$8.70万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $250.46万 | 1.57% | 47,472 | -81 | -0.2% | -$4,274 | 减仓 |
| USEW | EA SERIES TRUST | $277.46万 | 1.73% | 49,699 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $312.60万 | 1.95% | 11,492 | 3 | 0.0% | $816 | 加仓 |
| IHDG | WISDOMTREE TR | $408.74万 | 2.55% | 78,033 | -240 | -0.3% | -$1.26万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $446.01万 | 2.79% | 59,263 | 3,147 | 5.6% | $23.68万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $548.38万 | 3.43% | 50,259 | 28 | 0.1% | $3,055 | 加仓 |
| HGER | HARBOR ETF TRUST | $603.33万 | 3.77% | 205,635 | 7,640 | 3.9% | $22.42万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $611.30万 | 3.82% | 28,731 | 1,204 | 4.4% | $25.62万 | 加仓 |
| DXJ | WISDOMTREE TR | $668.97万 | 4.18% | 38,553 | 991 | 2.6% | $17.20万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $842.30万 | 5.26% | 70,704 | 541 | 0.8% | $6.44万 | 加仓 |
| DGRW | WISDOMTREE TR | $855.84万 | 5.35% | 89,504 | -269 | -0.3% | -$2.57万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $918.17万 | 5.74% | 211,073 | 6,501 | 3.2% | $28.28万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,250.12万 | 7.81% | 100,202 | 1,939 | 2.0% | $24.19万 | 加仓 |
| BINV | 2023 ETF SERIES TRUST | $1,382.20万 | 8.64% | 329,409 | 16,130 | 5.1% | $67.68万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,098.50万 | 13.12% | 620,125 | 11,005 | 1.8% | $37.24万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $3,174.25万 | 19.84% | 423,460 | 6,865 | 1.6% | $51.46万 | 加仓 |