小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 79 项建仓 8增持 32减持 36清仓 3

方向

标的

Δ市值

现股数(环比)

增持

IVV ISHARES TR

+$3.0M

40,249 +3%

增持

IEFA ISHARES TR

+$2.5M

153,307 +12%

减持

XBMEX BLACKROCK HEALTH SCIENCES TR

-$1.9M

281,349 -10%

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

AMGN AMGEN INC

-$1.8M

7,125 -41%

增持

JMOM J P MORGAN EXCHANGE TRADED F

+$1.6M

148,113 +5%

增持

AVLV AMERICAN CENTY ETF TR

+$1.1M

177,298 +5%

减持

ISRG INTUITIVE SURGICAL INC

+$880.9K

21,312 -1%

建仓

JNJ JOHNSON & JOHNSON

+$862.2K

5,645

减持

AAPL APPLE INC

-$774.0K

33,152 -3%

增持

LRGF ISHARES TR

+$643.9K

100,637 +0%

减持

APH AMPHENOL CORP NEW

+$630.9K

19,094 -0%

增持

NVDA NVIDIA CORPORATION

+$570.9K

11,428 +0%

减持

AVGE AMERICAN CENTY ETF TR

+$541.4K

103,594 -1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$525.6K

10,523 -1%

增持

VGIT VANGUARD SCOTTSDALE FDS

+$520.0K

315,241 +2%

增持

IEMG ISHARES INC

+$497.0K

65,680 +3%

建仓

CGNG CAPITAL GROUP NEW GEOGRAPHY

+$488.8K

16,966

减持

AMZN AMAZON COM INC

+$488.4K

18,391 -1%

减持

VONE VANGUARD SCOTTSDALE FDS

+$433.0K

16,722 -0%

减持

MSFT MICROSOFT CORP

+$403.6K

3,597 -3%

建仓

HON HONEYWELL INTL INC

+$360.3K

1,547

减持

BIL SPDR SERIES TRUST

-$329.5K

23,744 -13%

增持

DFSD DIMENSIONAL ETF TRUST

+$326.9K

137,161 +4%

增持

VTIP VANGUARD MALVERN FDS

+$326.8K

160,439 +3%

减持

STM STMICROELECTRONICS N V

+$326.2K

39,604 -1%

增持

VEA VANGUARD TAX-MANAGED FDS

+$317.4K

48,896 +1%

清仓

CDW CDW CORP

-$288.6K

0 -100%

减持

— NXP SEMICONDUCTORS N V

+$272.1K

9,863 -0%

增持

VFMO VANGUARD WELLINGTON FD

+$266.7K

12,612 +0%

清仓

IQV IQVIA HLDGS INC

-$259.4K

0 -100%

增持

IJR ISHARES TR

+$240.1K

14,955 +12%

建仓

CAT CATERPILLAR INC

+$226.2K

583

清仓

ZTS ZOETIS INC

-$225.9K

0 -100%

增持

WMT WALMART INC

+$225.8K

21,940 +0%

建仓

VOO VANGUARD INDEX FDS

+$216.2K

381

建仓

DFAT DIMENSIONAL ETF TRUST

+$210.6K

3,902

建仓

ORCL ORACLE CORP

+$209.8K

960

减持

SPTB SPDR SERIES TRUST

-$207.6K

114,032 -5%

增持

AVDE AMERICAN CENTY ETF TR

+$198.7K

23,792 +1%

增持

VB VANGUARD INDEX FDS

+$190.2K

2,116 +51%

减持

ADT ADT INC DEL

-$181.9K

37,291 -39%

减持

FIW FIRST TR EXCHANGE-TRADED FD

-$178.8K

4,930 -30%

减持

IWF ISHARES TR

-$166.4K

2,848 -25%

增持

IQLT ISHARES TR

+$166.1K

45,359 +0%

建仓

NG NOVAGOLD RES INC

+$159.8K

39,063

减持

TXN TEXAS INSTRS INC

+$159.3K

5,829 -0%

增持

META META PLATFORMS INC

+$154.7K

952 +0%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$140.4K

32,891 +0%

减持

XMYDX BLACKROCK MUNIYIELD FD INC

-$119.2K

86,694 -8%

增持

— GARMIN LTD

-$91.5K

11,645 +0%

减持

GOOGL ALPHABET INC

+$69.7K

3,910 -2%

增持

VTI VANGUARD INDEX FDS

+$67.0K

2,049 +1%

减持

ANSS ANSYS INC

+$66.9K

2,049 -1%

减持

VIG VANGUARD SPECIALIZED FUNDS

+$66.6K

8,892 -2%

增持

SPY SPDR S&P 500 ETF TR

+$64.5K

1,071 +0%

减持

MTUM ISHARES TR

+$58.7K

4,890 -11%

减持

ABT ABBOTT LABS

-$56.1K

2,721 -15%

减持

MCD MCDONALDS CORP

-$53.7K

1,158 -8%

增持

OKE ONEOK INC NEW

-$45.2K

2,615 +0%

增持

ORLY OREILLY AUTOMOTIVE INC

-$45.0K

5,059 +1345%

增持

CVX CHEVRON CORP NEW

-$43.5K

4,961 +10%

增持

DUHP DIMENSIONAL ETF TRUST

+$36.6K

14,460 +0%

增持

HD HOME DEPOT INC

+$32.7K

813 +12%

减持

PG PROCTER AND GAMBLE CO

-$30.0K

1,608 -4%

减持

MPLX MPLX LP

-$27.7K

4,691 -7%

增持

NEE NEXTERA ENERGY INC

-$26.5K

18,134 +0%

减持

ADP AUTOMATIC DATA PROCESSING IN

-$23.6K

1,534 -6%

增持

— EXXON MOBIL CORP

+$17.9K

3,673 +16%

减持

VXUS VANGUARD STAR FDS

+$15.0K

4,113 -5%

减持

VLUE ISHARES TR

+$12.6K

2,145 -1%

减持

USMV ISHARES TR

-$8.5K

14,169 -1%

减持

CP CANADIAN PACIFIC KANSAS CITY

+$6.9K

3,867 -9%

减持

AVUV AMERICAN CENTY ETF TR

+$6.2K

10,988 -4%

增持

TJX TJX COS INC NEW

+$6.2K

3,521 +0%

减持

JPM JPMORGAN CHASE & CO.

+$5.4K

1,461 -14%

减持

V VISA INC

+$3.2K

1,645 -1%

减持

MA MASTERCARD INCORPORATED

+$2.8K

1,607 -2%

增持

KO COCA COLA CO

-$2.3K

3,713 +0%

增持

SO SOUTHERN CO

-$133

2,618 +0%