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 |
|---|---|---|---|---|---|---|---|---|
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -103 | -100.0% | -$4,067 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -31 | -100.0% | -$3,695 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$2,344 | 清仓 |
| BITQ | BITWISE FUNDS TRUST | $0 | 0.00% | 0 | -92 | -100.0% | -$1,839 | 清仓 |
| SERV | SERVE ROBOTICS INC | $0 | 0.00% | 0 | -152 | -100.0% | -$1,578 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -10 | -100.0% | -$1,446 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -10 | -100.0% | -$1,300 | 清仓 |
| AIQ | GLOBAL X FDS | $0 | 0.00% | 0 | -25 | -100.0% | -$1,276 | 清仓 |
| IHE | ISHARES TR | $0 | 0.00% | 0 | -15 | -100.0% | -$1,273 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -35 | -100.0% | -$1,207 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -32 | -100.0% | -$1,181 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -17 | -100.0% | -$1,148 | 清仓 |
| SH | PROSHARES TR | $0 | 0.00% | 0 | -25 | -100.0% | -$901 | 清仓 |
| HMC | HONDA MOTOR LTD | $0 | 0.00% | 0 | -1 | -100.0% | -$30 | 清仓 |