PW Nova Financial Services LLC
NEWTOWN PA · SEC CIK 0002127408
$3.99亿2026Q1 申报市值
193持仓数
32.1%前十大占比 · 第一大 5.4%
84 / 1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
SGOV 新建仓+$607.85万
GSY 新建仓+$586.83万
BIL 新建仓+$541.51万
AAPL 加仓+$428.09万
GLD 新建仓+$423.79万
2026Q1 卖出最多 按季末市值估算
IDXX 清仓-$20.10万
ITOT 减仓-$13.49万
PNC 减仓-$4.58万
MAR 减仓-$3.53万
AMGN 减仓-$2.78万
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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $2,172.64万 | 5.45% | 50,953 | 825 | 1.6% | $35.18万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,935.60万 | 4.85% | 33,535 | 3,342 | 11.1% | $192.90万 | 加仓 |
| IWD | ISHARES TR | $1,589.12万 | 3.99% | 74,372 | 1,588 | 2.2% | $33.93万 | 加仓 |
| AAPL | APPLE INC | $1,389.70万 | 3.49% | 54,758 | 16,868 | 44.5% | $428.09万 | 加仓 |
| IJK | ISHARES TR | $1,198.16万 | 3.01% | 119,077 | 1,417 | 1.2% | $14.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,128.51万 | 2.83% | 64,708 | 15,585 | 31.7% | $271.80万 | 加仓 |
| IJJ | ISHARES TR | $1,097.67万 | 2.75% | 82,843 | 1,017 | 1.2% | $13.48万 | 加仓 |
| AVGO | BROADCOM INC | $812.91万 | 2.04% | 26,264 | 6,489 | 32.8% | $200.84万 | 加仓 |
| IJT | ISHARES TR | $739.35万 | 1.85% | 51,092 | 417 | 0.8% | $6.03万 | 加仓 |
| MTUM | ISHARES TR | $717.15万 | 1.80% | 29,883 | -74 | -0.2% | -$1.78万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $662.94万 | 1.66% | 30,826 | 152 | 0.5% | $3.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $637.15万 | 1.60% | 17,212 | 5,883 | 51.9% | $217.78万 | 加仓 |
| WMT | WALMART INC | $636.12万 | 1.60% | 51,184 | 24,951 | 95.1% | $310.09万 | 加仓 |
| VGT | VANGUARD WORLD FD | $632.56万 | 1.59% | 9,066 | 413 | 4.8% | $28.82万 | 加仓 |
| ITA | ISHARES TR | $617.45万 | 1.55% | 28,226 | 4,254 | 17.7% | $93.06万 | 加仓 |
| SGOV | ISHARES TR | $607.85万 | 1.52% | 60,386 | 60,386 | — | $607.85万 | 新建仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $586.83万 | 1.47% | 117,085 | 117,085 | — | $586.83万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $553.30万 | 1.39% | 18,810 | 7,872 | 72.0% | $231.56万 | 加仓 |
| VB | VANGUARD INDEX FDS | $541.96万 | 1.36% | 20,692 | 352 | 1.7% | $9.22万 | 加仓 |
| BIL | SPDR SERIES TRUST | $541.51万 | 1.36% | 59,091 | 59,091 | — | $541.51万 | 新建仓 |
| GOOG | ALPHABET INC | $540.09万 | 1.35% | 18,828 | 483 | 2.6% | $13.86万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $536.44万 | 1.35% | 71,430 | 14,203 | 24.8% | $106.66万 | 加仓 |
| LLY | ELI LILLY & CO | $535.52万 | 1.34% | 5,822 | 4,249 | 270.1% | $390.83万 | 加仓 |
| AMZN | AMAZON COM INC | $521.24万 | 1.31% | 25,027 | 12,221 | 95.4% | $254.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $488.97万 | 1.23% | 4,907 | 3,596 | 274.3% | $358.34万 | 加仓 |
| IEMG | ISHARES INC | $482.93万 | 1.21% | 69,238 | 3,231 | 4.9% | $22.54万 | 加仓 |
| GLD | SPDR GOLD TR | $423.79万 | 1.06% | 9,849 | 9,849 | — | $423.79万 | 新建仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $423.46万 | 1.06% | 25,324 | -25 | -0.1% | -$4,180 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $375.56万 | 0.94% | 82,979 | -16 | -0.0% | -$724 | 减仓 |
| SMH | VANECK ETF TRUST | $374.32万 | 0.94% | 9,763 | 27 | 0.3% | $1.04万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $362.88万 | 0.91% | 24,807 | 24,807 | — | $362.88万 | 新建仓 |
| MRK | MERCK & CO INC | $341.39万 | 0.86% | 28,381 | 15,130 | 114.2% | $182.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $339.37万 | 0.85% | 13,883 | 4,650 | 50.4% | $113.67万 | 加仓 |
| PWR | QUANTA SVCS INC | $334.76万 | 0.84% | 6,097 | 6,097 | — | $334.76万 | 新建仓 |
| EFA | ISHARES TR | $315.28万 | 0.79% | 32,460 | 27 | 0.1% | $2,623 | 加仓 |
| DVY | ISHARES TR | $293.19万 | 0.74% | 19,364 | 1,835 | 10.5% | $27.78万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $287.57万 | 0.72% | 4,758 | 1,917 | 67.5% | $115.86万 | 加仓 |
| GOOGL | ALPHABET INC | $278.20万 | 0.70% | 9,675 | 7,368 | 319.4% | $211.86万 | 加仓 |
| CSCO | CISCO SYS INC | $276.99万 | 0.69% | 35,699 | 14,731 | 70.3% | $114.30万 | 加仓 |
| META | META PLATFORMS INC | $268.06万 | 0.67% | 4,685 | 3,433 | 274.2% | $196.43万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $261.49万 | 0.66% | 5,986 | 104 | 1.8% | $4.54万 | 加仓 |
| SHY | ISHARES TR | $254.32万 | 0.64% | 30,801 | 6,082 | 24.6% | $50.22万 | 加仓 |
| CVX | CHEVRON CORPORATION | $253.90万 | 0.64% | 12,272 | 7,698 | 168.3% | $159.26万 | 加仓 |
| GEV | GE VERNOVA INC | $243.80万 | 0.61% | 2,793 | 2,793 | — | $243.80万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $237.42万 | 0.60% | 9,475 | 9,475 | — | $237.42万 | 新建仓 |
| HD | HOME DEPOT INC | $229.38万 | 0.58% | 6,974 | 2,355 | 51.0% | $77.46万 | 加仓 |
| IEI | ISHARES TR | $228.34万 | 0.57% | 19,253 | 3,202 | 19.9% | $37.98万 | 加仓 |
| VCR | VANGUARD WORLD FD | $223.97万 | 0.56% | 6,238 | -60 | -1.0% | -$2.15万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $218.86万 | 0.55% | 5,606 | 5,606 | — | $218.86万 | 新建仓 |
| TSLA | TESLA INC | $218.85万 | 0.55% | 5,887 | 2,709 | 85.2% | $100.71万 | 加仓 |
| ICF | ISHARES TR | $217.18万 | 0.54% | 35,091 | 642 | 1.9% | $3.97万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $214.60万 | 0.54% | 11,182 | 1,564 | 16.3% | $30.02万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $212.13万 | 0.53% | 26,761 | 680 | 2.6% | $5.39万 | 加仓 |
| IEFA | ISHARES TR | $210.08万 | 0.53% | 23,205 | 2,865 | 14.1% | $25.94万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $206.77万 | 0.52% | 45,057 | 23,890 | 112.9% | $109.63万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $204.32万 | 0.51% | 26,058 | 983 | 3.9% | $7.71万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $199.10万 | 0.50% | 12,419 | 7,448 | 149.8% | $119.41万 | 加仓 |
| KO | COCA COLA CO | $185.50万 | 0.47% | 24,392 | 903 | 3.8% | $6.87万 | 加仓 |
| AMGN | AMGEN INC | $181.97万 | 0.46% | 5,172 | -79 | -1.5% | -$2.78万 | 减仓 |
| MCD | MCDONALDS CORP | $177.41万 | 0.44% | 5,708 | 263 | 4.8% | $8.17万 | 加仓 |
| BAC | BANK AMERICA CORP | $169.39万 | 0.42% | 34,746 | 1,465 | 4.4% | $7.14万 | 加仓 |
| ETN | EATON CORP PLC | $161.37万 | 0.40% | 4,512 | 3,422 | 313.9% | $122.39万 | 加仓 |
| IGSB | ISHARES TR | $161.28万 | 0.40% | 30,684 | 7,423 | 31.9% | $39.02万 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $160.81万 | 0.40% | 26,919 | 26,919 | — | $160.81万 | 新建仓 |
| V | VISA INC | $159.39万 | 0.40% | 5,274 | 3,214 | 156.0% | $97.13万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $158.73万 | 0.40% | 1,876 | 1,876 | — | $158.73万 | 新建仓 |
| NFLX | NETFLIX INC. | $158.29万 | 0.40% | 16,463 | 16,463 | — | $158.29万 | 新建仓 |
| SOXX | ISHARES TR | $154.11万 | 0.39% | 4,689 | 4,689 | — | $154.11万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $151.28万 | 0.38% | 21,031 | 13,156 | 167.1% | $94.63万 | 加仓 |
| — | EXXON MOBIL CORP | $149.58万 | 0.38% | 8,816 | 1,929 | 28.0% | $32.73万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $144.87万 | 0.36% | 10,029 | 1,226 | 13.9% | $17.71万 | 加仓 |
| MTZ | MASTEC INC | $142.50万 | 0.36% | 4,429 | 4,429 | — | $142.50万 | 新建仓 |
| HAL | HALLIBURTON CO | $138.58万 | 0.35% | 35,543 | 35,543 | — | $138.58万 | 新建仓 |
| DIS | DISNEY WALT CO | $137.48万 | 0.34% | 14,265 | 4,917 | 52.6% | $47.39万 | 加仓 |
| TMUS | T-MOBILE US INC | $136.88万 | 0.34% | 6,517 | 6,517 | — | $136.88万 | 新建仓 |
| ORCL | ORACLE CORP | $135.41万 | 0.34% | 9,205 | 7,196 | 358.2% | $105.86万 | 加仓 |
| MPC | MARATHON PETE CORP | $129.96万 | 0.33% | 5,322 | 5,322 | — | $129.96万 | 新建仓 |
| GDX | VANECK ETF TRUST | $128.15万 | 0.32% | 13,964 | 13,964 | — | $128.15万 | 新建仓 |
| LOW | LOWES COS INC | $128.06万 | 0.32% | 5,420 | 5,420 | — | $128.06万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $121.69万 | 0.31% | 2,036 | 1,495 | 276.3% | $89.35万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $116.42万 | 0.29% | 4,169 | 4,169 | — | $116.42万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $116.13万 | 0.29% | 14,088 | 14,088 | — | $116.13万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $113.27万 | 0.28% | 3,899 | 331 | 9.3% | $9.62万 | 加仓 |
| SLV | ISHARES SILVER TR | $110.71万 | 0.28% | 16,248 | 16,248 | — | $110.71万 | 新建仓 |
| DGRO | ISHARES TR | $109.18万 | 0.27% | 15,558 | 15,558 | — | $109.18万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $108.44万 | 0.27% | 2,263 | 2,263 | — | $108.44万 | 新建仓 |
| WFC | WELLS FARGO & CO | $107.36万 | 0.27% | 13,486 | 13,486 | — | $107.36万 | 新建仓 |
| PEP | PEPSICO INC | $104.59万 | 0.26% | 6,735 | 516 | 8.3% | $8.01万 | 加仓 |
| IVV | ISHARES TR | $103.99万 | 0.26% | 1,592 | -10 | -0.6% | -$6,532 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $102.14万 | 0.26% | 25,365 | 1,470 | 6.2% | $5.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $100.57万 | 0.25% | 1,546 | 1,111 | 255.4% | $72.27万 | 加仓 |
| IXUS | ISHARES TR | $100.28万 | 0.25% | 11,574 | 7,373 | 175.5% | $63.88万 | 加仓 |
| RTX | RTX CORPORATION | $99.30万 | 0.25% | 5,147 | 5,147 | — | $99.30万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $98.28万 | 0.25% | 4,831 | 1,055 | 27.9% | $21.46万 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $97.87万 | 0.25% | 24,023 | 24,023 | — | $97.87万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $93.35万 | 0.23% | 20,721 | 20,721 | — | $93.35万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $90.16万 | 0.23% | 42,631 | 42,631 | — | $90.16万 | 新建仓 |
| IGIB | ISHARES TR | $90.00万 | 0.23% | 16,910 | 4,088 | 31.9% | $21.76万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $88.46万 | 0.22% | 10,790 | 10,790 | — | $88.46万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $87.17万 | 0.22% | 17,452 | 1,156 | 7.1% | $5.77万 | 加仓 |