PW Nova Financial Services LLC
NEWTOWN PA · SEC CIK 0002127408
$4.66亿2026Q2 申报市值
208持仓数
33.3%前十大占比 · 第一大 5.6%
22 / 7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
SGOV 加仓+$131.58万
VGSH 加仓+$130.16万
IGSB 加仓+$109.35万
VGIT 加仓+$106.22万
IWD 加仓+$105.24万
2026Q2 卖出最多 按季末市值估算
CRWV 清仓-$70.12万
LLY 减仓-$68.73万
HON 减仓-$44.82万
PNC 减仓-$36.73万
PTA 清仓-$31.28万
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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $2,606.48万 | 5.59% | 209,912 | 6,100 | 3.0% | $75.74万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,452.62万 | 5.26% | 33,306 | -229 | -0.7% | -$16.86万 | 减仓 |
| IWD | ISHARES TR | $1,908.23万 | 4.09% | 78,713 | 4,341 | 5.8% | $105.24万 | 加仓 |
| AAPL | APPLE INC | $1,572.44万 | 3.37% | 54,342 | -416 | -0.8% | -$12.04万 | 减仓 |
| IJK | ISHARES TR | $1,439.77万 | 3.09% | 122,533 | 3,456 | 2.9% | $40.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,349.85万 | 2.90% | 67,462 | 2,754 | 4.3% | $55.10万 | 加仓 |
| IJJ | ISHARES TR | $1,268.27万 | 2.72% | 85,851 | 3,008 | 3.6% | $44.44万 | 加仓 |
| MTUM | ISHARES TR | $1,017.13万 | 2.18% | 29,669 | -214 | -0.7% | -$7.34万 | 减仓 |
| AVGO | BROADCOM INC | $986.77万 | 2.12% | 26,122 | -142 | -0.5% | -$5.36万 | 减仓 |
| IJT | ISHARES TR | $928.72万 | 1.99% | 52,000 | 908 | 1.8% | $16.22万 | 加仓 |
| VGT | VANGUARD WORLD FD | $865.78万 | 1.86% | 72,438 | -90 | -0.1% | -$1.08万 | 减仓 |
| SGOV | ISHARES TR | $739.48万 | 1.59% | 73,456 | 13,070 | 21.6% | $131.58万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $726.55万 | 1.56% | 30,705 | -121 | -0.4% | -$2.86万 | 减仓 |
| ITA | ISHARES TR | $689.55万 | 1.48% | 28,444 | 218 | 0.8% | $5.28万 | 加仓 |
| GOOG | ALPHABET INC | $663.33万 | 1.42% | 18,774 | -54 | -0.3% | -$1.91万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $655.44万 | 1.41% | 20,024 | 1,214 | 6.5% | $39.74万 | 加仓 |
| SMH | VANECK ETF TRUST | $646.98万 | 1.39% | 9,864 | 101 | 1.0% | $6.62万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $638.68万 | 1.37% | 127,354 | 10,269 | 8.8% | $51.50万 | 加仓 |
| LLY | ELI LILLY & CO | $629.62万 | 1.35% | 5,249 | -573 | -9.8% | -$68.73万 | 减仓 |
| IEMG | ISHARES INC | $625.35万 | 1.34% | 75,489 | 6,251 | 9.0% | $51.78万 | 加仓 |
| VB | VANGUARD INDEX FDS | $625.04万 | 1.34% | 20,620 | -72 | -0.3% | -$2.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $621.58万 | 1.33% | 16,664 | -548 | -3.2% | -$20.44万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $598.49万 | 1.28% | 71,461 | 31 | 0.0% | $2,596 | 加仓 |
| AMZN | AMAZON COM INC | $588.68万 | 1.26% | 24,699 | -328 | -1.3% | -$7.82万 | 减仓 |
| WMT | WALMART INC | $570.75万 | 1.22% | 50,393 | -791 | -1.5% | -$8.96万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $553.72万 | 1.19% | 85,848 | 2,869 | 3.5% | $18.50万 | 加仓 |
| BIL | SPDR SERIES TRUST | $545.96万 | 1.17% | 59,577 | 486 | 0.8% | $4.45万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $493.68万 | 1.06% | 25,260 | -64 | -0.3% | -$1.25万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $457.47万 | 0.98% | 4,890 | -17 | -0.3% | -$1.59万 | 减仓 |
| PWR | QUANTA SVCS INC | $438.40万 | 0.94% | 6,089 | -8 | -0.1% | -$5,760 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $428.66万 | 0.92% | 5,617 | 11 | 0.2% | $8,395 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $418.02万 | 0.90% | 12,258 | -161 | -1.3% | -$5.49万 | 减仓 |
| CSCO | CISCO SYS INC | $416.35万 | 0.89% | 35,446 | -253 | -0.7% | -$2.97万 | 减仓 |
| MRK | MERCK & CO INC | $360.63万 | 0.77% | 28,064 | -317 | -1.1% | -$4.07万 | 减仓 |
| GLD | SPDR GOLD TR | $342.08万 | 0.73% | 9,286 | -563 | -5.7% | -$20.74万 | 减仓 |
| GOOGL | ALPHABET INC | $341.88万 | 0.73% | 9,567 | -108 | -1.1% | -$3.86万 | 减仓 |
| EFA | ISHARES TR | $333.02万 | 0.71% | 32,058 | -402 | -1.2% | -$4.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $331.99万 | 0.71% | 13,072 | -811 | -5.8% | -$20.60万 | 减仓 |
| GEV | GE VERNOVA INC | $328.02万 | 0.70% | 2,792 | -1 | -0.0% | -$1,175 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $316.27万 | 0.68% | 9,446 | -29 | -0.3% | -$9,710 | 减仓 |
| VUG | VANGUARD INDEX FDS | $308.16万 | 0.66% | 35,774 | -142 | -0.4% | -$1.22万 | 减仓 |
| DVY | ISHARES TR | $303.98万 | 0.65% | 19,448 | 84 | 0.4% | $1.31万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $285.48万 | 0.61% | 24,469 | -338 | -1.4% | -$3.94万 | 减仓 |
| IEFA | ISHARES TR | $285.02万 | 0.61% | 29,511 | 6,306 | 27.2% | $60.90万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $280.06万 | 0.60% | 4,821 | -10 | -0.2% | -$5,809 | 减仓 |
| SOXX | ISHARES TR | $276.94万 | 0.59% | 4,322 | -367 | -7.8% | -$23.52万 | 减仓 |
| IGSB | ISHARES TR | $270.17万 | 0.58% | 51,549 | 20,865 | 68.0% | $109.35万 | 加仓 |
| SHY | ISHARES TR | $265.61万 | 0.57% | 32,348 | 1,547 | 5.0% | $12.70万 | 加仓 |
| META | META PLATFORMS INC | $264.15万 | 0.57% | 4,689 | 4 | 0.1% | $2,253 | 加仓 |
| HD | HOME DEPOT INC | $260.41万 | 0.56% | 7,384 | 410 | 5.9% | $14.46万 | 加仓 |
| VCR | VANGUARD WORLD FD | $245.07万 | 0.53% | 6,179 | -59 | -0.9% | -$2.34万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $241.72万 | 0.52% | 4,745 | -13 | -0.3% | -$6,622 | 减仓 |
| IEI | ISHARES TR | $241.31万 | 0.52% | 20,546 | 1,293 | 6.7% | $15.19万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $239.00万 | 0.51% | 11,233 | 51 | 0.5% | $1.09万 | 加仓 |
| ICF | ISHARES TR | $237.61万 | 0.51% | 35,134 | 43 | 0.1% | $2,908 | 加仓 |
| TSLA | TESLA INC | $237.30万 | 0.51% | 5,642 | -245 | -4.2% | -$10.30万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $214.75万 | 0.46% | 27,173 | 412 | 1.5% | $3.26万 | 加仓 |
| ETN | EATON CORP PLC | $213.09万 | 0.46% | 5,001 | 489 | 10.8% | $20.84万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $213.06万 | 0.46% | 27,347 | 1,289 | 4.9% | $10.04万 | 加仓 |
| CVX | CHEVRON CORPORATION | $212.86万 | 0.46% | 12,842 | 570 | 4.6% | $9.45万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $202.79万 | 0.43% | 44,726 | -331 | -0.7% | -$1.50万 | 减仓 |
| BAC | BANK OF AMER CORP | $197.43万 | 0.42% | 34,649 | -97 | -0.3% | -$5,527 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $189.78万 | 0.41% | 1,876 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $186.66万 | 0.40% | 5,155 | -17 | -0.3% | -$6,156 | 减仓 |
| IXUS | ISHARES TR | $185.03万 | 0.40% | 19,387 | 7,813 | 67.5% | $74.57万 | 加仓 |
| MTZ | MASTEC INC | $184.36万 | 0.40% | 4,431 | 2 | 0.0% | $832 | 加仓 |
| V | VISA INC | $181.72万 | 0.39% | 5,297 | 23 | 0.4% | $7,891 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $170.26万 | 0.37% | 29,255 | 22,364 | 324.5% | $130.16万 | 加仓 |
| KO | COCA COLA CO | $168.51万 | 0.36% | 20,734 | -3,658 | -15.0% | -$29.73万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $167.72万 | 0.36% | 26,467 | -452 | -1.7% | -$2.86万 | 减仓 |
| MCD | MCDONALDS CORP | $153.57万 | 0.33% | 5,681 | -27 | -0.5% | -$7,299 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $151.59万 | 0.33% | 21,007 | -24 | -0.1% | -$1,732 | 减仓 |
| PG | PROCTER & GAMBLE CO | $148.61万 | 0.32% | 10,135 | 106 | 1.1% | $1.55万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $139.83万 | 0.30% | 23,708 | 18,009 | 316.0% | $106.22万 | 加仓 |
| ORCL | ORACLE CORP | $137.11万 | 0.29% | 9,356 | 151 | 1.6% | $2.21万 | 加仓 |
| MPC | MARATHON PETE CORP | $132.01万 | 0.28% | 5,163 | -159 | -3.0% | -$4.07万 | 减仓 |
| DIS | DISNEY WALT CO | $130.62万 | 0.28% | 13,571 | -694 | -4.9% | -$6.68万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $124.08万 | 0.27% | 14,014 | -74 | -0.5% | -$6,552 | 减仓 |
| — | EXXON MOBIL CORP | $120.61万 | 0.26% | 8,822 | 6 | 0.1% | $820 | 加仓 |
| VOO | VANGUARD INDEX FDS | $120.33万 | 0.26% | 1,752 | -284 | -13.9% | -$19.51万 | 减仓 |
| IVV | ISHARES TR | $119.90万 | 0.26% | 1,601 | 9 | 0.6% | $6,740 | 加仓 |
| HAL | HALLIBURTON CO | $119.57万 | 0.26% | 35,219 | -324 | -0.9% | -$1.10万 | 减仓 |
| LOW | LOWES COS INC | $119.51万 | 0.26% | 5,420 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $118.32万 | 0.25% | 16,572 | 109 | 0.7% | $7,783 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $114.21万 | 0.24% | 1,529 | -17 | -1.1% | -$1.27万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $113.99万 | 0.24% | 3,888 | -11 | -0.3% | -$3,225 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $111.84万 | 0.24% | 2,235 | -28 | -1.2% | -$1.40万 | 减仓 |
| DGRO | ISHARES TR | $109.99万 | 0.24% | 14,512 | -1,046 | -6.7% | -$7.93万 | 减仓 |
| GDX | VANECK ETF TRUST | $104.63万 | 0.22% | 13,867 | -97 | -0.7% | -$7,319 | 减仓 |
| C | CITIGROUP INC | $102.04万 | 0.22% | 7,291 | -230 | -3.1% | -$3.22万 | 减仓 |
| WFC | WELLS FARGO & CO | $101.65万 | 0.22% | 12,300 | -1,186 | -8.8% | -$9.80万 | 减仓 |
| TMUS | T-MOBILE US INC | $99.61万 | 0.21% | 5,939 | -578 | -8.9% | -$9.69万 | 减仓 |
| SBUX | STARBUCKS CORP | $97.80万 | 0.21% | 9,571 | -28 | -0.3% | -$2,861 | 减仓 |
| RTX | RTX CORPORATION | $97.75万 | 0.21% | 5,152 | 5 | 0.1% | $949 | 加仓 |
| IGIB | ISHARES TR | $97.37万 | 0.21% | 18,313 | 1,403 | 8.3% | $7.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $97.03万 | 0.21% | 2,622 | -67 | -2.5% | -$2.48万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $96.74万 | 0.21% | 25,252 | -113 | -0.4% | -$4,329 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $95.91万 | 0.21% | 42,894 | 263 | 0.6% | $5,881 | 加仓 |
| PEP | PEPSICO INC | $95.55万 | 0.20% | 7,057 | 322 | 4.8% | $4.36万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $95.35万 | 0.20% | 3,839 | -330 | -7.9% | -$8.20万 | 减仓 |