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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $1,340 | 0.00% | 14 | 7 | 100.0% | $670 | 加仓 |
| RIO | RIO TINTO PLC | $1,330 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $1,311 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $1,266 | 0.00% | 10 | 6 | 150.0% | $760 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,247 | 0.00% | 3 | 2 | 200.0% | $831 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1,214 | 0.00% | 5 | 4 | 400.0% | $971 | 加仓 |
| RGLD | ROYAL GOLD INC | $1,198 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1,164 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $1,157 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1,121 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1,085 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $1,066 | 0.00% | 29 | 8 | 38.1% | $294 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,033 | 0.00% | 3 | 3 | — | $1,033 | 新建仓 |
| GLW | CORNING INC | $1,022 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $994 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $988 | 0.00% | 9 | 9 | — | $988 | 新建仓 |
| CIEN | CIENA CORP | $982 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $974 | 0.00% | 18 | -9 | -33.3% | -$487 | 减仓 |
| HSBC | HSBC HLDGS PLC | $951 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $936 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $934 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $919 | 0.00% | 8 | 4 | 100.0% | $460 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $913 | 0.00% | 17 | 5 | 41.7% | $269 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $910 | 0.00% | 8 | 4 | 100.0% | $455 | 加仓 |
| SNPS | SYNOPSYS INC | $893 | 0.00% | 2 | 2 | — | $893 | 新建仓 |
| VALE | VALE S A | $888 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $888 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $876 | 0.00% | 13 | 9 | 225.0% | $606 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $859 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $848 | 0.00% | 11 | 4 | 57.1% | $308 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $841 | 0.00% | 12 | 7 | 140.0% | $491 | 加仓 |
| EXC | EXELON CORP | $840 | 0.00% | 18 | 9 | 100.0% | $420 | 加仓 |
| FFIV | F5 INC | $832 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $828 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $816 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $815 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $803 | 0.00% | 10 | 7 | 233.3% | $562 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $788 | 0.00% | 11 | 11 | — | $788 | 新建仓 |
| EBAY | EBAY INC. | $783 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $774 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $771 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $765 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $758 | 0.00% | 5 | 5 | — | $758 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $758 | 0.00% | 1 | 1 | — | $758 | 新建仓 |
| SRE | SEMPRA | $742 | 0.00% | 8 | 3 | 60.0% | $278 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $739 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $726 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $723 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $701 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $701 | 0.00% | 6 | 4 | 200.0% | $467 | 加仓 |
| ANET | ARISTA NETWORKS INC | $680 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $677 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $667 | 0.00% | 4 | 4 | — | $667 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $657 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $639 | 0.00% | 3 | 2 | 200.0% | $426 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $617 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| E | ENI SPA | $610 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $609 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $608 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $606 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $584 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $582 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $581 | 0.00% | 1 | -39 | -97.5% | -$2.27万 | 减仓 |
| SAN | BANCO SANTANDER SA | $580 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $566 | 0.00% | 5 | 5 | — | $566 | 新建仓 |
| DAL | DELTA AIR LINES INC | $562 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $560 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $553 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $547 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $544 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $541 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $529 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $529 | 0.00% | 12 | 12 | — | $529 | 新建仓 |
| HUBB | HUBBELL INC | $524 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $522 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $521 | 0.00% | 2 | 2 | — | $521 | 新建仓 |
| APP | APPLOVIN CORP | $516 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $510 | 0.00% | 1 | 1 | — | $510 | 新建仓 |
| TMUS | T-MOBILE US INC | $504 | 0.00% | 3 | 3 | — | $504 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $496 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $487 | 0.00% | 3 | 3 | — | $487 | 新建仓 |
| DLTR | DOLLAR TREE INC | $484 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $480 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $477 | 0.00% | 2 | 2 | — | $477 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $475 | 0.00% | 2 | -3 | -60.0% | -$712 | 减仓 |
| P | EVERPURE INC | $473 | 0.00% | 6 | 6 | — | $473 | 新建仓 |
| AFL | AFLAC INC | $469 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $467 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $449 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $447 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $447 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $437 | 0.00% | 2 | 2 | — | $437 | 新建仓 |
| NVO | NOVO-NORDISK A S | $432 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $430 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $424 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $418 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $417 | 0.00% | 3 | 3 | — | $417 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $404 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $402 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $401 | 0.00% | 16 | 0 | 0.0% | — | 不变 |