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 |
|---|---|---|---|---|---|---|---|---|
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -1 | -100.0% | -$445 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1 | -100.0% | -$433 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$431 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -6 | -100.0% | -$416 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$409 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -5 | -100.0% | -$405 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$388 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -22 | -100.0% | -$387 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$382 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -13 | -100.0% | -$377 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -16 | -100.0% | -$363 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$359 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -3 | -100.0% | -$347 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$346 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -6 | -100.0% | -$342 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -1 | -100.0% | -$326 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$312 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -11 | -100.0% | -$309 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -5 | -100.0% | -$304 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -2 | -100.0% | -$293 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -6 | -100.0% | -$290 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$286 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -6 | -100.0% | -$282 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$270 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$268 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$266 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -14 | -100.0% | -$265 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -10 | -100.0% | -$249 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -11 | -100.0% | -$248 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -13 | -100.0% | -$245 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -3 | -100.0% | -$227 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -1 | -100.0% | -$216 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3 | -100.0% | -$212 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1 | -100.0% | -$208 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1 | -100.0% | -$199 | 清仓 |