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 |
|---|---|---|---|---|---|---|---|---|
| KMX | CARMAX INC | $1,373 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1,309 | 0.00% | 3 | 3 | — | $1,309 | 新建仓 |
| RIO | RIO TINTO PLC | $1,307 | 0.00% | 14 | -333 | -96.0% | -$3.11万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,300 | 0.00% | 8 | 8 | — | $1,300 | 新建仓 |
| MDT | MEDTRONIC PLC | $1,300 | 0.00% | 15 | 15 | — | $1,300 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,218 | 0.00% | 9 | 9 | — | $1,218 | 新建仓 |
| ADSK | AUTODESK INC | $1,197 | 0.00% | 5 | 5 | — | $1,197 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,176 | 0.00% | 3 | 3 | — | $1,176 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,167 | 0.00% | 5 | 5 | — | $1,167 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $1,155 | 0.00% | 5 | 5 | — | $1,155 | 新建仓 |
| IDXX | IDEXX LABS INC | $1,124 | 0.00% | 2 | 2 | — | $1,124 | 新建仓 |
| BAC | BANK AMERICA CORP | $1,122 | 0.00% | 23 | 23 | — | $1,122 | 新建仓 |
| DIS | DISNEY WALT CO | $1,086 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $1,083 | 0.00% | 9 | 9 | — | $1,083 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $1,082 | 0.00% | 4 | 4 | — | $1,082 | 新建仓 |
| MSCI | MSCI INC | $1,079 | 0.00% | 2 | 2 | — | $1,079 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,077 | 0.00% | 3 | 3 | — | $1,077 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $1,069 | 0.00% | 5 | 5 | — | $1,069 | 新建仓 |
| PHM | PULTE GROUP INC | $1,059 | 0.00% | 9 | 9 | — | $1,059 | 新建仓 |
| AMGN | AMGEN INC | $1,056 | 0.00% | 3 | 3 | — | $1,056 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,043 | 0.00% | 17 | 17 | — | $1,043 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,015 | 0.00% | 5 | 5 | — | $1,015 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $1,003 | 0.00% | 4 | 4 | — | $1,003 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $997 | 0.00% | 1 | -17 | -94.4% | -$1.69万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $965 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $945 | 0.00% | 13 | 13 | — | $945 | 新建仓 |
| VALE | VALE S A | $939 | 0.00% | 59 | 59 | — | $939 | 新建仓 |
| YUM | YUM BRANDS INC | $933 | 0.00% | 6 | 6 | — | $933 | 新建仓 |
| SHYG | ISHARES TR | $931 | 0.00% | 22 | 22 | — | $931 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $929 | 0.00% | 10 | 10 | — | $929 | 新建仓 |
| RMD | RESMED INC | $898 | 0.00% | 4 | 4 | — | $898 | 新建仓 |
| B | BARRICK MNG CORP | $857 | 0.00% | 21 | 21 | — | $857 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $825 | 0.00% | 10 | 10 | — | $825 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $812 | 0.00% | 34 | 34 | — | $812 | 新建仓 |
| D | DOMINION ENERGY INC | $804 | 0.00% | 13 | 13 | — | $804 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $794 | 0.00% | 12 | 12 | — | $794 | 新建仓 |
| AZN | ASTRAZENECA PLC | $789 | 0.00% | 4 | 4 | — | $789 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $781 | 0.00% | 3 | 3 | — | $781 | 新建仓 |
| CIEN | CIENA CORP | $777 | 0.00% | 2 | 2 | — | $777 | 新建仓 |
| NVS | NOVARTIS AG | $764 | 0.00% | 5 | 5 | — | $764 | 新建仓 |
| E | ENI SPA | $736 | 0.00% | 13 | 13 | — | $736 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $717 | 0.00% | 5 | 5 | — | $717 | 新建仓 |
| ZTS | ZOETIS INC | $710 | 0.00% | 6 | 6 | — | $710 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $710 | 0.00% | 12 | 12 | — | $710 | 新建仓 |
| TPR | TAPESTRY INC | $706 | 0.00% | 5 | 5 | — | $706 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $703 | 0.00% | 1 | 1 | — | $703 | 新建仓 |
| CSCO | CISCO SYS INC | $699 | 0.00% | 9 | 9 | — | $699 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $687 | 0.00% | 2 | 2 | — | $687 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $683 | 0.00% | 14 | 14 | — | $683 | 新建仓 |
| CBRE | CBRE GROUP INC | $678 | 0.00% | 5 | 5 | — | $678 | 新建仓 |
| CTAS | CINTAS CORP | $677 | 0.00% | 4 | 4 | — | $677 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $676 | 0.00% | 2 | 2 | — | $676 | 新建仓 |
| SO | SOUTHERN CO | $676 | 0.00% | 7 | 7 | — | $676 | 新建仓 |
| RY | ROYAL BK CDA | $648 | 0.00% | 4 | 4 | — | $648 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $648 | 0.00% | 9 | 9 | — | $648 | 新建仓 |
| EBAY | EBAY INC. | $638 | 0.00% | 7 | 7 | — | $638 | 新建仓 |
| CRH | CRH PLC | $631 | 0.00% | 6 | 6 | — | $631 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $628 | 0.00% | 5 | -10 | -66.7% | -$1,256 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $625 | 0.00% | 3 | 3 | — | $625 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $619 | 0.00% | 3 | 3 | — | $619 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $605 | 0.00% | 2 | -40 | -95.2% | -$1.21万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $604 | 0.00% | 12 | 12 | — | $604 | 新建仓 |
| HLN | HALEON PLC | $601 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $600 | 0.00% | 4 | 4 | — | $600 | 新建仓 |
| INVH | INVITATION HOMES INC | $597 | 0.00% | 24 | 24 | — | $597 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $589 | 0.00% | 13 | 13 | — | $589 | 新建仓 |
| DTE | DTE ENERGY CO | $585 | 0.00% | 4 | 4 | — | $585 | 新建仓 |
| FFIV | F5 INC | $579 | 0.00% | 2 | 2 | — | $579 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $565 | 0.00% | 2 | 2 | — | $565 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $559 | 0.00% | 2 | 2 | — | $559 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $555 | 0.00% | 3 | 3 | — | $555 | 新建仓 |
| TTE | TOTALENERGIES SE | $546 | 0.00% | 6 | 6 | — | $546 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $545 | 0.00% | 8 | 8 | — | $545 | 新建仓 |
| GLW | CORNING INC | $544 | 0.00% | 4 | 4 | — | $544 | 新建仓 |
| ECL | ECOLAB INC | $533 | 0.00% | 2 | 2 | — | $533 | 新建仓 |
| JBL | JABIL INC | $532 | 0.00% | 2 | 2 | — | $532 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $527 | 0.00% | 31 | 31 | — | $527 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $525 | 0.00% | 4 | 4 | — | $525 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $524 | 0.00% | 4 | 4 | — | $524 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $524 | 0.00% | 4 | 4 | — | $524 | 新建仓 |
| GM | GENERAL MTRS CO | $522 | 0.00% | 7 | 7 | — | $522 | 新建仓 |
| SAP | SAP SE | $514 | 0.00% | 3 | 3 | — | $514 | 新建仓 |
| NTAP | NETAPP INC | $512 | 0.00% | 5 | 5 | — | $512 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $510 | 0.00% | 7 | 7 | — | $510 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $508 | 0.00% | 7 | 7 | — | $508 | 新建仓 |
| FE | FIRSTENERGY CORP | $507 | 0.00% | 10 | 10 | — | $507 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $500 | 0.00% | 1 | -16 | -94.1% | -$8,000 | 减仓 |
| ANET | ARISTA NETWORKS INC | $492 | 0.00% | 4 | 4 | — | $492 | 新建仓 |
| HUBB | HUBBELL INC | $491 | 0.00% | 1 | 1 | — | $491 | 新建仓 |
| SRE | SEMPRA | $486 | 0.00% | 5 | 5 | — | $486 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $485 | 0.00% | 1 | 1 | — | $485 | 新建仓 |
| IT | GARTNER INC | $476 | 0.00% | 3 | 3 | — | $476 | 新建仓 |
| SAN | BANCO SANTANDER SA | $474 | 0.00% | 42 | 42 | — | $474 | 新建仓 |
| NVAX | NOVAVAX INC | $473 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $468 | 0.00% | 8 | 8 | — | $468 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $467 | 0.00% | 5 | 5 | — | $467 | 新建仓 |
| SOLV | SOLVENTUM CORP | $458 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $453 | 0.00% | 4 | 4 | — | $453 | 新建仓 |
| VST | VISTRA CORP | $451 | 0.00% | 3 | 3 | — | $451 | 新建仓 |
| ETR | ENTERGY CORP NEW | $450 | 0.00% | 4 | 4 | — | $450 | 新建仓 |