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 |
|---|---|---|---|---|---|---|---|---|
| TSN | TYSON FOODS INC | $449 | 0.00% | 7 | 7 | — | $449 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $445 | 0.00% | 1 | 1 | — | $445 | 新建仓 |
| EXC | EXELON CORP | $442 | 0.00% | 9 | 9 | — | $442 | 新建仓 |
| EIX | EDISON INTL | $440 | 0.00% | 6 | 6 | — | $440 | 新建仓 |
| AFL | AFLAC INC | $439 | 0.00% | 4 | 4 | — | $439 | 新建仓 |
| DLTR | DOLLAR TREE INC | $439 | 0.00% | 4 | 4 | — | $439 | 新建仓 |
| INTU | INTUIT | $433 | 0.00% | 1 | -23 | -95.8% | -$9,959 | 减仓 |
| EL | LAUDER ESTEE COS INC | $431 | 0.00% | 6 | 6 | — | $431 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $419 | 0.00% | 2 | 2 | — | $419 | 新建仓 |
| NTRS | NORTHERN TR CORP | $419 | 0.00% | 3 | 3 | — | $419 | 新建仓 |
| ES | EVERSOURCE ENERGY | $416 | 0.00% | 6 | 6 | — | $416 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $409 | 0.00% | 3 | 3 | — | $409 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $405 | 0.00% | 5 | 5 | — | $405 | 新建仓 |
| — | GRABAGUN DIGITAL HLDGS INC | $401 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $399 | 0.00% | 6 | 6 | — | $399 | 新建仓 |
| APP | APPLOVIN CORP | $398 | 0.00% | 1 | 1 | — | $398 | 新建仓 |
| CMS | CMS ENERGY CORP | $388 | 0.00% | 5 | 5 | — | $388 | 新建仓 |
| PCG | PG&E CORP | $387 | 0.00% | 22 | 22 | — | $387 | 新建仓 |
| EQT | EQT CORP | $382 | 0.00% | 6 | 6 | — | $382 | 新建仓 |
| APH | AMPHENOL CORP | $380 | 0.00% | 3 | 3 | — | $380 | 新建仓 |
| ABNB | AIRBNB INC | $379 | 0.00% | 3 | 3 | — | $379 | 新建仓 |
| T | AT&T INC | $377 | 0.00% | 13 | 13 | — | $377 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $369 | 0.00% | 4 | 4 | — | $369 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $367 | 0.00% | 6 | 6 | — | $367 | 新建仓 |
| PSX | PHILLIPS 66 | $365 | 0.00% | 2 | 2 | — | $365 | 新建仓 |
| TGT | TARGET CORP | $364 | 0.00% | 3 | 3 | — | $364 | 新建仓 |
| HRL | HORMEL FOODS CORP | $363 | 0.00% | 16 | 16 | — | $363 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $361 | 0.00% | 4 | 4 | — | $361 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $359 | 0.00% | 1 | 1 | — | $359 | 新建仓 |
| MET | METLIFE INC | $354 | 0.00% | 5 | 5 | — | $354 | 新建仓 |
| SONY | SONY GROUP CORP | $352 | 0.00% | 17 | 17 | — | $352 | 新建仓 |
| UBS | UBS GROUP AG | $352 | 0.00% | 9 | 9 | — | $352 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $351 | 0.00% | 6 | 6 | — | $351 | 新建仓 |
| PCAR | PACCAR INC | $347 | 0.00% | 3 | 3 | — | $347 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $347 | 0.00% | 16 | 16 | — | $347 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $346 | 0.00% | 1 | 1 | — | $346 | 新建仓 |
| UL | UNILEVER PLC | $342 | 0.00% | 6 | 6 | — | $342 | 新建仓 |
| AMAT | APPLIED MATLS INC | $342 | 0.00% | 1 | 1 | — | $342 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $340 | 0.00% | 13 | 13 | — | $340 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $336 | 0.00% | 17 | 17 | — | $336 | 新建仓 |
| NVO | NOVO-NORDISK A S | $331 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $328 | 0.00% | 4 | 4 | — | $328 | 新建仓 |
| CB | CHUBB LTD SWITZ | $326 | 0.00% | 1 | 1 | — | $326 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $312 | 0.00% | 2 | 2 | — | $312 | 新建仓 |
| PFE | PFIZER INC | $309 | 0.00% | 11 | -489 | -97.8% | -$1.37万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $304 | 0.00% | 5 | 5 | — | $304 | 新建仓 |
| KEY | KEYCORP | $301 | 0.00% | 15 | 15 | — | $301 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $300 | 0.00% | 5 | 5 | — | $300 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $294 | 0.00% | 3 | 3 | — | $294 | 新建仓 |
| NRG | NRG ENERGY INC | $293 | 0.00% | 2 | 2 | — | $293 | 新建仓 |
| SNY | SANOFI SA | $290 | 0.00% | 6 | 6 | — | $290 | 新建仓 |
| SYY | SYSCO CORP | $286 | 0.00% | 4 | 4 | — | $286 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $285 | 0.00% | 3 | 3 | — | $285 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $282 | 0.00% | 6 | 6 | — | $282 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $282 | 0.00% | 1 | 1 | — | $282 | 新建仓 |
| FAST | FASTENAL CO | $279 | 0.00% | 6 | 6 | — | $279 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $278 | 0.00% | 4 | 4 | — | $278 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $275 | 0.00% | 6 | 6 | — | $275 | 新建仓 |
| DHI | D R HORTON INC | $275 | 0.00% | 2 | 2 | — | $275 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $271 | 0.00% | 1 | -13 | -92.9% | -$3,523 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $271 | 0.00% | 2 | 2 | — | $271 | 新建仓 |
| BE | BLOOM ENERGY CORP | $271 | 0.00% | 2 | 2 | — | $271 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $270 | 0.00% | 5 | 5 | — | $270 | 新建仓 |
| PPL | PPL CORP | $268 | 0.00% | 7 | 7 | — | $268 | 新建仓 |
| WRB | BERKLEY W R CORP | $266 | 0.00% | 4 | 4 | — | $266 | 新建仓 |
| CPNG | COUPANG INC | $265 | 0.00% | 14 | 14 | — | $265 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $263 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $263 | 0.00% | 33 | 33 | — | $263 | 新建仓 |
| SLB | SLB LIMITED | $257 | 0.00% | 5 | 5 | — | $257 | 新建仓 |
| STT | STATE STR CORP | $254 | 0.00% | 2 | 2 | — | $254 | 新建仓 |
| DXCM | DEXCOM INC | $252 | 0.00% | 4 | 4 | — | $252 | 新建仓 |
| WAB | WABTEC | $250 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $249 | 0.00% | 10 | 10 | — | $249 | 新建仓 |
| KHC | KRAFT HEINZ CO | $248 | 0.00% | 11 | 11 | — | $248 | 新建仓 |
| CDE | COEUR MNG INC | $245 | 0.00% | 13 | 13 | — | $245 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $242 | 0.00% | 1 | 1 | — | $242 | 新建仓 |
| XEL | XCEL ENERGY INC | $239 | 0.00% | 3 | 3 | — | $239 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $232 | 0.00% | 2 | 2 | — | $232 | 新建仓 |
| NTR | NUTRIEN LTD | $227 | 0.00% | 3 | 3 | — | $227 | 新建仓 |
| ROST | ROSS STORES INC | $217 | 0.00% | 1 | 1 | — | $217 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $216 | 0.00% | 1 | 1 | — | $216 | 新建仓 |
| AME | AMETEK INC | $215 | 0.00% | 1 | 1 | — | $215 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $212 | 0.00% | 3 | 3 | — | $212 | 新建仓 |
| HSY | HERSHEY CO | $208 | 0.00% | 1 | 1 | — | $208 | 新建仓 |
| — | ELECTRONIC ARTS INC | $204 | 0.00% | 1 | 1 | — | $204 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $199 | 0.00% | 1 | -79 | -98.8% | -$1.57万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $198 | 0.00% | 1 | 1 | — | $198 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $141 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $64 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $61 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $12 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | SKILLZ INC | $11 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -33 | -100.0% | -$1.88万 | 清仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -789 | -100.0% | -$1.57万 | 清仓 |
| — | 5E ADVANCED MATERIALS INC | $0 | 0.00% | 0 | -4,243 | -100.0% | -$1.29万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -40 | -100.0% | -$6,702 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -100 | -100.0% | -$5,835 | 清仓 |