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Innova Wealth Partners 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Innova Wealth Partners
报告期 2026-03-31 · CIK 0001888831
持仓数
166
前50大市值合计
$169.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
21Q1
20Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 68
增持 6
减持 11
清仓 65
方向
标的
Δ市值
现股数(环比)
建仓
IAU
ISHARES GOLD TR
+$12.8M
258,550
清仓
SPY
SPDR S&P 500 ETF TR
-$9.7M
0
-100%
增持
TLT
ISHARES TR
+$9.3M
104,030
+969%
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。
清仓
SHY
ISHARES TR
-$7.2M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$7.0M
62,318
+1335%
清仓
DBMF
LITMAN GREGORY FDS TR
-$6.7M
0
-100%
清仓
AGG
ISHARES TR
-$6.1M
0
-100%
建仓
ITB
ISHARES TR
+$6.1M
47,772
建仓
ACWI
ISHARES TR
+$5.4M
44,887
建仓
SMH
VANECK ETF TRUST
+$5.3M
21,401
减持
XLC
SELECT SECTOR SPDR TR
-$4.9M
4,292
-93%
清仓
XLU
SELECT SECTOR SPDR TR
-$4.9M
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$4.9M
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$4.8M
5,599
-95%
减持
XLI
SELECT SECTOR SPDR TR
-$4.7M
1,872
-95%
减持
XLY
SELECT SECTOR SPDR TR
-$4.5M
1,310
-95%
减持
XLE
SELECT SECTOR SPDR TR
-$4.5M
2,400
-95%
减持
XLB
SELECT SECTOR SPDR TR
-$4.5M
2,588
-95%
减持
XLP
SELECT SECTOR SPDR TR
-$4.3M
4,294
-93%
建仓
—
PROSHARES TR
+$4.2M
203,836
建仓
IGV
ISHARES TR
+$3.9M
43,145
清仓
GLD
SPDR GOLD TR
-$3.7M
0
-100%
清仓
BOXX
EA SERIES TRUST
-$3.4M
0
-100%
清仓
SVIX
VS TRUST
-$3.4M
0
-100%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$3.2M
66,726
清仓
RSST
TIDAL TR II
-$3.0M
0
-100%
建仓
—
ARISTA NETWORKS INC
+$2.7M
7,110
建仓
LQD
ISHARES TR
+$2.7M
23,631
清仓
QQQ
INVESCO QQQ TR
-$2.6M
0
-100%
建仓
—
GLOBAL X FDS
+$2.4M
36,882
建仓
—
SUPER MICRO COMPUTER INC
+$2.3M
5,613
建仓
BGLD
FIRST TR EXCHANGE-TRADED FD
+$2.3M
103,042
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$2.3M
0
-100%
建仓
ALKT
ALKAMI TECHNOLOGY INC
+$2.2M
71,005
建仓
EPOL
ISHARES TR
+$2.2M
89,850
建仓
AVGO
BROADCOM INC
+$2.1M
12,445
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$2.1M
0
-100%
清仓
SSO
PROSHARES TR
-$2.1M
0
-100%
建仓
VXX
BARCLAYS BANK PLC
+$2.0M
41,060
建仓
VXZ
BARCLAYS BANK PLC
+$2.0M
37,905
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$2.0M
0
-100%
建仓
MHO
M/I HOMES INC
+$1.9M
11,119
建仓
TBJL
INNOVATOR ETFS TRUST
+$1.9M
88,580
减持
XLK
SELECT SECTOR SPDR TR
-$1.8M
16,112
-34%
建仓
LII
LENNOX INTL INC
+$1.8M
2,934
清仓
RSBT
TIDAL TR II
-$1.7M
0
-100%
清仓
ROMO
STRATEGY SHS
-$1.7M
0
-100%
减持
AAPL
APPLE INC
-$1.6M
2,503
-76%
建仓
GOOG
ALPHABET INC
+$1.3M
7,944
清仓
VTI
VANGUARD INDEX FDS
-$1.3M
0
-100%
清仓
EWJ
ISHARES INC
-$1.3M
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$1.2M
0
-100%
建仓
—
INVESCO QQQ TR
+$1.2M
2,388
建仓
VRT
VERTIV HOLDINGS CO
+$1.1M
10,924
减持
MSFT
MICROSOFT CORP
-$1.1M
3,053
-43%
清仓
IEF
ISHARES TR
-$1.1M
0
-100%
建仓
TFJL
INNOVATOR ETFS TRUST
+$1.0M
48,370
清仓
VOO
VANGUARD INDEX FDS
-$1.0M
0
-100%
清仓
NTSX
WISDOMTREE TR
-$997.2K
0
-100%
建仓
INTC
INTEL CORP
+$980.4K
41,790
建仓
D
DOMINION ENERGY INC
+$968.6K
16,760
清仓
EFA
ISHARES TR
-$968.0K
0
-100%
清仓
LLY
ELI LILLY & CO
-$966.9K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$965.6K
1,326
+437%
建仓
EU
ENCORE ENERGY CORP
+$897.0K
222,035
建仓
ETV
EATON VANCE TAX-MANAGED BUY-
+$882.7K
63,963
建仓
EFV
ISHARES TR
+$879.8K
15,293
建仓
RA
BROOKFIELD REAL ASSETS INCOM
+$870.0K
63,500
建仓
—
OXFORD LANE CAP CORP
+$857.0K
163,541
清仓
—
EXXON MOBIL CORP
-$836.3K
0
-100%
清仓
RSSY
TIDAL TR II
-$813.6K
0
-100%
建仓
DNN
DENISON MINES CORP
+$807.4K
441,192
清仓
SHV
ISHARES TR
-$786.3K
0
-100%
清仓
TQQQ
PROSHARES TR
-$759.7K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$718.3K
0
-100%
建仓
BUFF
INNOVATOR ETFS TRUST
+$695.4K
15,761
建仓
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$687.6K
29,209
建仓
HUBB
HUBBELL INC
+$651.1K
1,520
清仓
QLD
PROSHARES TR
-$638.8K
0
-100%
清仓
ICF
ISHARES TR
-$595.4K
0
-100%
建仓
ETB
EATON VANCE TAX MNGED BUY WR
+$592.1K
41,035
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$583.3K
34,990
清仓
UWM
PROSHARES TR
-$562.0K
0
-100%
建仓
ACP
ABRDN INCOME CREDIT STRATEGI
+$560.1K
84,604
清仓
UNH
UNITEDHEALTH GROUP INC
-$555.1K
0
-100%
建仓
VPU
VANGUARD WORLD FD
+$547.7K
3,147
清仓
PEP
PEPSICO INC
-$528.9K
0
-100%
减持
ABBV
ABBVIE INC
-$512.3K
1,506
-68%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$509.6K
3,106
建仓
HFRO
HIGHLAND OPPORTUNITIES
+$509.1K
83,054
清仓
EEM
ISHARES TR
-$508.1K
0
-100%
清仓
SHYD
VANECK ETF TRUST
-$471.5K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$468.9K
0
-100%
建仓
BNTX
BIONTECH SE
+$452.2K
3,807
清仓
MUB
ISHARES TR
-$436.9K
0
-100%
增持
META
META PLATFORMS INC
+$425.9K
1,098
+173%
建仓
DELL
DELL TECHNOLOGIES INC
+$405.6K
3,422
清仓
GSK
GSK PLC
-$389.3K
0
-100%
清仓
UDOW
PROSHARES TR
-$389.1K
0
-100%
建仓
XLRE
SELECT SECTOR SPDR TR
+$378.4K
8,471
清仓
MAIN
MAIN STR CAP CORP
-$374.2K
0
-100%
清仓
HD
HOME DEPOT INC
-$358.7K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO.
-$356.0K
0
-100%
清仓
HYD
VANECK ETF TRUST
-$344.8K
0
-100%
清仓
IVV
ISHARES TR
-$313.6K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$309.1K
0
-100%
建仓
NJUL
INNOVATOR ETFS TRUST
+$304.3K
5,003
建仓
NAPR
INNOVATOR ETFS TRUST
+$298.5K
6,136
建仓
NOCT
INNOVATOR ETFS TRUST
+$298.2K
5,976
建仓
NJAN
INNOVATOR ETFS TRUST
+$297.8K
6,411
清仓
UPRO
PROSHARES TR
-$296.8K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$294.8K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$294.6K
5,834
清仓
NVO
NOVO-NORDISK A S
-$290.8K
0
-100%
建仓
QCAP
FIRST TR EXCHNG TRADED FD VI
+$287.6K
13,324
清仓
LOW
LOWES COS INC
-$286.6K
0
-100%
建仓
GUT
GABELLI UTIL TR
+$286.0K
54,999
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$282.0K
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$279.9K
1,660
清仓
TMF
DIREXION SHS ETF TR
-$273.2K
0
-100%
清仓
WMT
WALMART INC
-$264.1K
0
-100%
清仓
—
MEDTRONIC PLC
-$262.9K
0
-100%
清仓
ITM
VANECK ETF TRUST
-$253.7K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$247.6K
0
-100%
建仓
XSEP
FIRST TR EXCHNG TRADED FD VI
+$241.6K
6,297
建仓
XAUG
FIRST TR EXCHNG TRADED FD VI
+$238.7K
7,075
建仓
XNOV
FIRST TR EXCHNG TRADED FD VI
+$236.0K
7,017
建仓
XOCT
FIRST TR EXCHNG TRADED FD VI
+$234.9K
6,935
建仓
DMB
BNY MELLON MUN BD INFRASTRUC
+$233.9K
20,958
清仓
DORM
DORMAN PRODS INC
-$232.4K
0
-100%
建仓
IYW
ISHARES TR
+$221.2K
1,459
清仓
RZV
INVESCO EXCHANGE TRADED FD T
-$219.4K
0
-100%
建仓
—
PIMCO MUN INCOME FD III
+$215.6K
26,096
建仓
—
BLACKROCK MUNI INCOME TR II
+$215.4K
19,129
建仓
NIM
NUVEEN SELECT MAT MUN FD
+$213.1K
23,011
清仓
OKE
ONEOK INC NEW
-$213.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$212.5K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$212.0K
0
-100%
建仓
ABT
ABBOTT LABS
+$209.9K
1,841
清仓
IEFA
ISHARES TR
-$204.6K
0
-100%
建仓
BSMU
INVESCO EXCH TRD SLF IDX FD
+$204.2K
9,219
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$201.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$188.5K
4,120
+37%
建仓
ERH
ALLSPRING UTILITIES AND HIGH
+$174.8K
15,661
建仓
PDT
HANCOCK JOHN PREM DIVID FD
+$165.5K
12,520
建仓
—
FLAHERTY & CRUMRINE PFD INCO
+$163.5K
17,375
建仓
SKYT
SKYWATER TECHNOLOGY INC
+$92.3K
10,165
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$26.9K
0
-100%
增持
QCOM
QUALCOMM INC
+$21.2K
1,372
+29%
建仓
—
RYDE GROUP LTD
+$11.1K
14,402
