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Nova R Wealth, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Nova R Wealth, Inc.

报告期 2026-03-31 · CIK 0001729457

持仓数

90

前50大市值合计

$298.6M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4

22Q2 调仓2022-03-31 → 2022-06-30 · 共 79 项建仓 11增持 37减持 20清仓 11

方向

标的

Δ市值

现股数(环比)

建仓

VGIT VANGUARD SCOTTSDALE FDS

+$16.2M

264,440

建仓

VTIP VANGUARD MALVERN FDS

+$5.1M

101,258

减持

IVV ISHARES TR

-$3.0M

18,628 -16%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

XBMEX BLACKROCK HEALTH SCIENCES TR

-$2.6M

472,447 -5%

增持

ISRG INTUITIVE SURGICAL INC

-$2.1M

25,495 +6%

建仓

AVLV AMERICAN CENTY ETF TR

+$2.1M

46,141

减持

IWF ISHARES TR

-$1.9M

26,761 -4%

建仓

VONE VANGUARD SCOTTSDALE FDS

+$1.5M

8,570

减持

AAPL APPLE INC

-$1.4M

34,426 -2%

减持

VLUE ISHARES TR

-$1.2M

10,789 -47%

增持

AMZN AMAZON COM INC

-$1.1M

21,842 +1980%

建仓

VEA VANGUARD TAX-MANAGED INTL FD

+$1.1M

26,933

减持

IEFA ISHARES TR

-$1.1M

53,690 -12%

减持

LRGF ISHARES TR

-$1.0M

121,007 -4%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$902.0K

11,157 -0%

建仓

VFMO VANGUARD WELLINGTON FD

+$806.0K

7,562

增持

MTUM ISHARES TR

-$569.0K

20,341 +2%

建仓

AVUV AMERICAN CENTY ETF TR

+$517.0K

7,567

增持

STM STMICROELECTRONICS N V

-$481.0K

45,781 +3%

清仓

— CERNER CORP

-$450.0K

0 -100%

清仓

VTEB VANGUARD MUN BD FDS

-$444.0K

0 -100%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$437.0K

16,959 +191%

建仓

SPY SPDR S&P 500 ETF TR

+$399.0K

1,058

清仓

EEM ISHARES TR

-$386.0K

0 -100%

减持

NVDA NVIDIA CORPORATION

-$376.0K

2,332 -13%

增持

MSFT MICROSOFT CORP

-$346.0K

6,858 +0%

增持

— NXP SEMICONDUCTORS N V

-$317.0K

10,775 +4%

清仓

SWAN AMPLIFY ETF TR

-$304.0K

0 -100%

减持

IEMG ISHARES INC

-$287.0K

29,966 -5%

增持

— APTIV PLC

-$279.0K

11,400 +5%

减持

BMEZ BLACKROCK HEALTH SCIENCS TR

-$276.0K

31,622 -20%

清仓

HDV ISHARES TR

-$257.0K

0 -100%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$250.0K

11,000 +34%

清仓

JPM JPMORGAN CHASE & CO

-$241.0K

0 -100%

清仓

GOOG ALPHABET INC

-$240.0K

0 -100%

清仓

OKE ONEOK INC NEW

-$237.0K

0 -100%

建仓

VXUS VANGUARD STAR FDS

+$234.0K

4,526

清仓

TSLA TESLA INC

-$232.0K

0 -100%

建仓

VTI VANGUARD INDEX FDS

+$208.0K

1,104

清仓

ADM ARCHER DANIELS MIDLAND CO

-$207.0K

0 -100%

清仓

EVRG EVERGY INC

-$201.0K

0 -100%

减持

WMT WALMART INC

-$173.0K

5,238 -4%

增持

TXN TEXAS INSTRS INC

-$125.0K

6,157 +5%

减持

META META PLATFORMS INC

-$123.0K

1,870 -2%

增持

IJR ISHARES TR

-$117.0K

7,666 +0%

增持

GM GENERAL MTRS CO

-$109.0K

13,213 +9%

增持

IQLT ISHARES TR

+$105.0K

50,718 +28%

减持

CVX CHEVRON CORP NEW

-$99.0K

4,412 -3%

增持

SCHW SCHWAB CHARLES CORP

-$95.0K

5,060 +3%

增持

ANSS ANSYS INC

-$94.0K

2,180 +12%

减持

ABT ABBOTT LABS

-$90.0K

4,478 -8%

增持

NKE NIKE INC

-$87.0K

2,915 +2%

增持

MA MASTERCARD INCORPORATED

-$82.0K

2,021 +0%

增持

— NOVOCURE LTD

-$79.0K

7,132 +3%

增持

NEE NEXTERA ENERGY INC

-$71.0K

19,548 +4%

增持

— GARMIN LTD

+$65.0K

9,689 +30%

增持

FIW FIRST TR EXCHANGE TRADED FD

-$57.0K

8,070 +7%

增持

— CANADIAN PAC RY LTD

-$48.0K

3,810 +0%

增持

USMV ISHARES TR

-$46.0K

13,915 +6%

增持

— FIRST TR SPECIALTY FIN & FIN

-$46.0K

46,660 +0%

减持

CDW CDW CORP

-$41.0K

1,833 -1%

增持

APH AMPHENOL CORP NEW

-$38.0K

3,556 +0%

减持

HD HOME DEPOT INC

-$30.0K

1,045 -1%

减持

ZTS ZOETIS INC

-$30.0K

1,715 -1%

增持

AMGN AMGEN INC

+$29.0K

12,627 +0%

增持

ADP AUTOMATIC DATA PROCESSING IN

-$28.0K

1,689 +0%

增持

— SHYFT GROUP INC

+$23.0K

12,991 +115%

增持

V VISA INC

-$22.0K

1,626 +5%

减持

IQV IQVIA HLDGS INC

-$22.0K

1,481 -0%

增持

TJX TJX COS INC NEW

-$17.0K

3,745 +0%

增持

PG PROCTER AND GAMBLE CO

-$12.0K

1,430 +0%

减持

— EXXON MOBIL CORP

-$8.0K

3,685 -6%

增持

AMT AMERICAN TOWER CORP NEW

+$8.0K

1,056 +1%

增持

STZ CONSTELLATION BRANDS INC

+$6.0K

1,527 +0%

增持

— CONFORMIS INC

+$5.0K

36,185 +189%

建仓

— MCEWEN MNG INC

+$4.0K

10,236

增持

SO SOUTHERN CO

-$3.0K

2,869 +0%

增持

VZ VERIZON COMMUNICATIONS INC

+$0

4,713 +0%

增持

PEP PEPSICO INC

+$0

1,270 +0%