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 |
|---|---|---|---|---|---|---|---|---|
| ALL | ALLSTATE CORP | $1.40万 | 0.01% | 59 | 5 | 9.3% | $1,190 | 加仓 |
| — | ORLA MNG LTD NEW | $1.40万 | 0.01% | 1,431 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $1.39万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1.38万 | 0.01% | 373 | -3,550 | -90.5% | -$13.12万 | 减仓 |
| IGSB | ISHARES TR | $1.34万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $1.28万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $1.24万 | 0.01% | 133 | 26 | 24.3% | $2,429 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1.22万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1.20万 | 0.01% | 35 | 3 | 9.4% | $1,029 | 加仓 |
| AON | AON PLC | $1.19万 | 0.01% | 36 | 4 | 12.5% | $1,327 | 加仓 |
| SHV | ISHARES TR | $1.19万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $1.19万 | 0.01% | 53 | 3 | 6.0% | $673 | 加仓 |
| NFLX | NETFLIX INC. | $1.19万 | 0.01% | 166 | -5 | -2.9% | -$357 | 减仓 |
| FSLR | FIRST SOLAR INC | $1.18万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $1.17万 | 0.01% | 162 | 29 | 21.8% | $2,087 | 加仓 |
| WAT | WATERS CORP | $1.09万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $1.05万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $1.04万 | 0.01% | 325 | 200 | 160.0% | $6,416 | 加仓 |
| MTZ | MASTEC INC | $1.04万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $9,890 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $9,556 | 0.01% | 226 | -6 | -2.6% | -$254 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $8,978 | 0.01% | 167 | -167 | -50.0% | -$8,978 | 减仓 |
| DCI | DONALDSON INC | $8,977 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $8,728 | 0.01% | 487 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $8,455 | 0.01% | 27 | -2 | -6.9% | -$626 | 减仓 |
| EFOR | EVERFORTH INC | $8,328 | 0.01% | 466 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $8,289 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $8,124 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $8,074 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $7,942 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $7,871 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $7,267 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $7,242 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $7,234 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $7,034 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $6,978 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $6,707 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $6,640 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK CARRIERS CORP. | $6,543 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $6,502 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $6,500 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $6,342 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| GNK | GENCO SHIPPING & TRADING LTD | $6,195 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC | $5,608 | 0.00% | 167 | -167 | -50.0% | -$5,608 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5,553 | 0.00% | 38 | 3 | 8.6% | $438 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $5,455 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $5,375 | 0.00% | 50 | -50 | -50.0% | -$5,375 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $5,075 | 0.00% | 55 | -6 | -9.8% | -$554 | 减仓 |
| KIM | KIMCO REALTY CORP | $5,070 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $5,060 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB STRATEGIC TR | $5,040 | 0.00% | 161 | 161 | — | $5,040 | 新建仓 |
| TFC | TRUIST FINL CORP | $4,982 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $4,907 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $4,858 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $4,755 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $4,658 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $4,544 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | CARIBOU BIOSCIENCES INC | $4,444 | 0.00% | 2,525 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $4,410 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $4,392 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3,980 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $3,900 | 0.00% | 9 | 4 | 80.0% | $1,733 | 加仓 |
| SHM | SPDR SERIES TRUST | $3,838 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $3,745 | 0.00% | 62 | 9 | 17.0% | $544 | 加仓 |
| CTVA | CORTEVA INC | $3,727 | 0.00% | 44 | 9 | 25.7% | $762 | 加仓 |
| IJS | ISHARES TR | $3,554 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $3,411 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3,400 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $3,394 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $3,313 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $3,222 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES TR | $3,199 | 0.00% | 35 | 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 |
| KLAC | KLA CORP | $3,018 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $2,948 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2,940 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,895 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,816 | 0.00% | 13 | 5 | 62.5% | $1,083 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2,555 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $2,517 | 0.00% | 48 | -6 | -11.1% | -$315 | 减仓 |
| LQD | ISHARES TR | $2,509 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $2,458 | 0.00% | 28 | 18 | 180.0% | $1,580 | 加仓 |
| TLT | ISHARES TR | $2,334 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $2,309 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $2,267 | 0.00% | 3 | 3 | — | $2,267 | 新建仓 |
| MCO | MOODYS CORP | $2,265 | 0.00% | 5 | 2 | 66.7% | $906 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $2,202 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $2,140 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $2,114 | 0.00% | 14 | 14 | — | $2,114 | 新建仓 |
| NDAQ | NASDAQ INC | $1,971 | 0.00% | 25 | 8 | 47.1% | $631 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1,793 | 0.00% | 100 | 100 | — | $1,793 | 新建仓 |
| KMX | CARMAX INC | $1,746 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1,642 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,635 | 0.00% | 17 | 10 | 142.9% | $962 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,629 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FWRD | FORWARD AIR CORP | $1,622 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $1,486 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $1,419 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $1,340 | 0.00% | 4 | 0 | 0.0% | — | 不变 |