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 |
|---|---|---|---|---|---|---|---|---|
| ROKU | ROKU INC | $1.42万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1.41万 | 0.01% | 230 | -14 | -5.7% | -$858 | 减仓 |
| IGSB | ISHARES TR | $1.34万 | 0.01% | 255 | 255 | — | $1.34万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $1.30万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $1.23万 | 0.01% | 180 | 172 | 2,150.0% | $1.17万 | 加仓 |
| MPC | MARATHON PETE CORP | $1.22万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.21万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON BRANDS INC | $1.20万 | 0.01% | 839 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $1.19万 | 0.01% | 108 | 108 | — | $1.19万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.17万 | 0.01% | 232 | 13 | 5.9% | $654 | 加仓 |
| NEM | NEWMONT CORP | $1.16万 | 0.01% | 107 | 7 | 7.0% | $758 | 加仓 |
| ALL | ALLSTATE CORP | $1.12万 | 0.01% | 54 | 4 | 8.0% | $829 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $1.07万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $1.04万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $1.03万 | 0.01% | 50 | 5 | 11.1% | $1,035 | 加仓 |
| FDX | FEDEX CORP | $1.03万 | 0.01% | 29 | 2 | 7.4% | $712 | 加仓 |
| AON | AON PLC | $1.03万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC | $1.01万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $9,863 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $9,838 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $9,672 | 0.01% | 32 | 3 | 10.3% | $907 | 加仓 |
| PLD | PROLOGIS INC. | $9,650 | 0.01% | 73 | 73 | — | $9,650 | 新建仓 |
| PEP | PEPSICO INC | $9,318 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $9,145 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $8,777 | 0.01% | 133 | 13 | 10.8% | $858 | 加仓 |
| WAT | WATERS CORP | $8,637 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $8,487 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $8,138 | 0.01% | 40 | 1 | 2.6% | $203 | 加仓 |
| COP | CONOCOPHILLIPS | $8,052 | 0.01% | 61 | 6 | 10.9% | $792 | 加仓 |
| MTZ | MASTEC INC | $8,044 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $7,746 | 0.01% | 45 | 3 | 7.1% | $516 | 加仓 |
| ITA | ISHARES TR | $7,657 | 0.01% | 35 | 35 | — | $7,657 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES | $7,655 | 0.01% | 100 | 75 | 300.0% | $5,741 | 加仓 |
| IXJ | ISHARES TR | $7,484 | 0.01% | 80 | -230 | -74.2% | -$2.15万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $7,422 | 0.01% | 43 | 1 | 2.4% | $173 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $7,181 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $7,080 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $7,070 | 0.00% | 368 | 18 | 5.1% | $346 | 加仓 |
| KO | COCA COLA CO | $6,084 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK CARRIERS CORP. | $6,019 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $5,907 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $5,794 | 0.00% | 502 | 30 | 6.4% | $346 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $5,733 | 0.00% | 61 | -42 | -40.8% | -$3,947 | 减仓 |
| CRWV | COREWEAVE INC | $5,656 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $5,639 | 0.00% | 39 | 4 | 11.4% | $578 | 加仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $5,638 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $5,347 | 0.00% | 213 | 213 | — | $5,347 | 新建仓 |
| IEF | ISHARES TR | $5,059 | 0.00% | 53 | 53 | — | $5,059 | 新建仓 |
| CVS | CVS HEALTH CORP | $5,028 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $4,879 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | CARIBOU BIOSCIENCES INC | $4,798 | 0.00% | 2,525 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $4,663 | 0.00% | 32 | -11 | -25.6% | -$1,603 | 减仓 |
| TFC | TRUIST FINL CORP | $4,597 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $4,584 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $4,495 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $4,494 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $4,455 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $4,424 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $4,386 | 0.00% | 81 | 6 | 8.0% | $325 | 加仓 |
| MMM | 3M CO | $4,357 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $4,275 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $4,271 | 0.00% | 487 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $4,050 | 0.00% | 150 | -20 | -11.8% | -$540 | 减仓 |
| BIIB | BIOGEN INC | $4,034 | 0.00% | 22 | 3 | 15.8% | $550 | 加仓 |
| SHM | SPDR SERIES TRUST | $3,827 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $3,357 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3,201 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $3,080 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $2,982 | 0.00% | 54 | 6 | 12.5% | $331 | 加仓 |
| IMCV | ISHARES TR | $2,968 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2,930 | 0.00% | 35 | 35 | — | $2,930 | 新建仓 |
| IWP | ISHARES TR | $2,819 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $2,795 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $2,757 | 0.00% | 53 | 53 | — | $2,757 | 新建仓 |
| IJT | ISHARES TR | $2,750 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $2,507 | 0.00% | 23 | 23 | — | $2,507 | 新建仓 |
| C | CITIGROUP INC | $2,382 | 0.00% | 21 | 21 | — | $2,382 | 新建仓 |
| TLT | ISHARES TR | $2,341 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2,113 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FWRD | FORWARD AIR CORP | $2,006 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1,986 | 0.00% | 27 | 10 | 58.8% | $736 | 加仓 |
| WMT | WALMART INC | $1,865 | 0.00% | 15 | 15 | — | $1,865 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $1,820 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1,791 | 0.00% | 2 | 2 | — | $1,791 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $1,751 | 0.00% | 6 | 6 | — | $1,751 | 新建仓 |
| LOW | LOWES COS INC | $1,654 | 0.00% | 7 | 7 | — | $1,654 | 新建仓 |
| CMI | CUMMINS INC | $1,615 | 0.00% | 3 | 3 | — | $1,615 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $1,604 | 0.00% | 10 | 5 | 100.0% | $802 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,564 | 0.00% | 8 | 8 | — | $1,564 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $1,558 | 0.00% | 16 | 16 | — | $1,558 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $1,551 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $1,535 | 0.00% | 18 | 18 | — | $1,535 | 新建仓 |
| RGLD | ROYAL GOLD INC | $1,527 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $1,489 | 0.00% | 9 | 9 | — | $1,489 | 新建仓 |
| KLAC | KLA CORP | $1,473 | 0.00% | 1 | 1 | — | $1,473 | 新建仓 |
| NDAQ | NASDAQ INC | $1,444 | 0.00% | 17 | 17 | — | $1,444 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $1,439 | 0.00% | 29 | 29 | — | $1,439 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $1,420 | 0.00% | 3 | 3 | — | $1,420 | 新建仓 |
| SHEL | SHELL PLC | $1,395 | 0.00% | 15 | 15 | — | $1,395 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $1,394 | 0.00% | 10 | 10 | — | $1,394 | 新建仓 |