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 |
|---|---|---|---|---|---|---|---|---|
| SMFG | SUMITOMO MITSUI FIN GRP INC | $401 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $395 | 0.00% | 2 | 2 | — | $395 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $393 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $392 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $389 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $388 | 0.00% | 4 | 4 | — | $388 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $382 | 0.00% | 5 | 5 | — | $382 | 新建仓 |
| NI | NISOURCE INC | $381 | 0.00% | 8 | 8 | — | $381 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $376 | 0.00% | 1 | 1 | — | $376 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $371 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $360 | 0.00% | 2 | 2 | — | $360 | 新建仓 |
| VTR | VENTAS INC | $356 | 0.00% | 4 | 4 | — | $356 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $354 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $348 | 0.00% | 4 | 4 | — | $348 | 新建仓 |
| EVRG | EVERGY INC | $346 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $346 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $346 | 0.00% | 4 | 4 | — | $346 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $345 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $342 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $340 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $339 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $333 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $326 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $324 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $321 | 0.00% | 5 | 5 | — | $321 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $317 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $316 | 0.00% | 7 | 7 | — | $316 | 新建仓 |
| — | GRABAGUN DIGITAL HLDGS INC | $304 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $301 | 0.00% | 2 | 2 | — | $301 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $292 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $289 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $274 | 0.00% | 3 | 3 | — | $274 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $272 | 0.00% | 2 | -4 | -66.7% | -$544 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $272 | 0.00% | 3 | 3 | — | $272 | 新建仓 |
| WAB | WABTEC | $270 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $269 | 0.00% | 1 | 1 | — | $269 | 新建仓 |
| SANM | SANMINA CORP | $254 | 0.00% | 1 | 1 | — | $254 | 新建仓 |
| AME | AMETEK INC | $242 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $233 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $227 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $223 | 0.00% | 1 | 1 | — | $223 | 新建仓 |
| TWLO | TWILIO INC | $207 | 0.00% | 1 | 1 | — | $207 | 新建仓 |
| — | ELECTRONIC ARTS INC | $206 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $190 | 0.00% | 2 | 2 | — | $190 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $176 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $139 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $77 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $73 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | FIRY INC | $41 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $14 | 0.00% | 5 | 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 |
| SWBI | SMITH & WESSON BRANDS INC | $0 | 0.00% | 0 | -839 | -100.0% | -$1.20万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -213 | -100.0% | -$5,347 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -53 | -100.0% | -$5,059 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$1,791 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,751 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,654 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -16 | -100.0% | -$1,558 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -18 | -100.0% | -$1,535 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -29 | -100.0% | -$1,439 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,420 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,394 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -8 | -100.0% | -$1,300 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,300 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,218 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,197 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,155 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,124 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,059 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,056 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -17 | -100.0% | -$1,043 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -5 | -100.0% | -$1,015 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$933 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -4 | -100.0% | -$898 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4 | -100.0% | -$789 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$781 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -5 | -100.0% | -$764 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$710 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -5 | -100.0% | -$706 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$687 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -5 | -100.0% | -$678 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$677 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -9 | -100.0% | -$648 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -6 | -100.0% | -$631 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$619 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$600 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -13 | -100.0% | -$589 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -4 | -100.0% | -$585 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$559 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$555 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -2 | -100.0% | -$533 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -3 | -100.0% | -$514 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$507 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -1 | -100.0% | -$500 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -1 | -100.0% | -$485 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -4 | -100.0% | -$453 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$451 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$449 | 清仓 |