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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 71
增持 9
减持 5
清仓 65
方向
标的
Δ市值
现股数(环比)
建仓
SHY
ISHARES TR
+$21.2M
258,152
清仓
IAU
ISHARES GOLD TR
-$12.8M
0
-100%
减持
TLT
ISHARES TR
-$9.8M
4,509
-96%
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。
建仓
SPY
SPDR S&P 500 ETF TR
+$8.6M
14,758
建仓
AGG
ISHARES TR
+$8.6M
88,764
减持
NVDA
NVIDIA CORPORATION
-$7.0M
4,514
-93%
建仓
BOXX
EA SERIES TRUST
+$6.2M
56,299
清仓
ITB
ISHARES TR
-$6.1M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$5.7M
122,418
+2086%
增持
XLY
SELECT SECTOR SPDR TR
+$5.6M
26,247
+1904%
增持
XLC
SELECT SECTOR SPDR TR
+$5.4M
59,859
+1295%
清仓
ACWI
ISHARES TR
-$5.4M
0
-100%
清仓
SMH
VANECK ETF TRUST
-$5.3M
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$5.2M
68,915
增持
XLI
SELECT SECTOR SPDR TR
+$5.2M
41,125
+2097%
增持
XLP
SELECT SECTOR SPDR TR
+$4.8M
65,569
+1427%
清仓
—
PROSHARES TR
-$4.2M
0
-100%
建仓
GLD
SPDR GOLD TR
+$3.9M
16,082
清仓
IGV
ISHARES TR
-$3.9M
0
-100%
建仓
RSST
TIDAL TR II
+$3.5M
146,858
建仓
IEF
ISHARES TR
+$3.3M
36,020
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$3.2M
0
-100%
建仓
DBMF
LITMAN GREGORY FDS TR
+$3.1M
119,461
建仓
JAAA
JANUS DETROIT STR TR
+$2.8M
55,494
清仓
—
ARISTA NETWORKS INC
-$2.7M
0
-100%
建仓
ICF
ISHARES TR
+$2.7M
45,277
清仓
LQD
ISHARES TR
-$2.7M
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$2.5M
12,816
清仓
—
GLOBAL X FDS
-$2.4M
0
-100%
建仓
SSO
PROSHARES TR
+$2.4M
26,401
建仓
VOO
VANGUARD INDEX FDS
+$2.4M
4,380
清仓
—
SUPER MICRO COMPUTER INC
-$2.3M
0
-100%
清仓
BGLD
FIRST TR EXCHANGE-TRADED FD
-$2.3M
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$2.3M
4,529
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$2.3M
51,610
建仓
RSBT
TIDAL TR II
+$2.3M
135,593
清仓
ALKT
ALKAMI TECHNOLOGY INC
-$2.2M
0
-100%
清仓
EPOL
ISHARES TR
-$2.2M
0
-100%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$2.1M
159,212
建仓
BIL
SPDR SER TR
+$2.1M
22,583
清仓
VXX
BARCLAYS BANK PLC
-$2.0M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$2.0M
24,217
+50%
清仓
VXZ
BARCLAYS BANK PLC
-$2.0M
0
-100%
建仓
EEM
ISHARES TR
+$2.0M
46,915
增持
AAPL
APPLE INC
+$1.9M
10,106
+304%
清仓
MHO
M/I HOMES INC
-$1.9M
0
-100%
减持
AVGO
BROADCOM INC
-$1.9M
1,185
-90%
清仓
TBJL
INNOVATOR ETFS TRUST
-$1.9M
0
-100%
建仓
ROMO
STRATEGY SHS
+$1.8M
57,547
清仓
LII
LENNOX INTL INC
-$1.8M
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$1.7M
6,037
建仓
RSSY
TIDAL TR II
+$1.7M
84,693
清仓
GOOG
ALPHABET INC
-$1.3M
0
-100%
清仓
—
INVESCO QQQ TR
-$1.2M
0
-100%
建仓
NTSX
WISDOMTREE TR
+$1.1M
24,000
增持
MSFT
MICROSOFT CORP
+$1.1M
5,761
+89%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$1.1M
17,129
清仓
VRT
VERTIV HOLDINGS CO
-$1.1M
0
-100%
清仓
TFJL
INNOVATOR ETFS TRUST
-$1.0M
0
-100%
清仓
INTC
INTEL CORP
-$980.4K
0
-100%
清仓
D
DOMINION ENERGY INC
-$968.6K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$949.2K
247
-81%
清仓
EU
ENCORE ENERGY CORP
-$897.0K
0
-100%
建仓
QLD
PROSHARES TR
+$884.9K
8,175
清仓
ETV
EATON VANCE TAX-MANAGED BUY-
-$882.7K
0
-100%
清仓
EFV
ISHARES TR
-$879.8K
0
-100%
清仓
RA
BROOKFIELD REAL ASSETS INCOM
-$870.0K
0
-100%
清仓
—
OXFORD LANE CAP CORP
-$857.0K
0
-100%
建仓
LLY
ELI LILLY & CO
+$820.6K
1,063
清仓
DNN
DENISON MINES CORP
-$807.4K
0
-100%
建仓
—
EXXON MOBIL CORP
+$806.8K
7,501
建仓
TQQQ
PROSHARES TR
+$796.1K
10,061
建仓
SHV
ISHARES TR
+$785.9K
7,137
建仓
PG
PROCTER AND GAMBLE CO
+$730.8K
4,359
建仓
EFA
ISHARES TR
+$716.0K
9,470
清仓
BUFF
INNOVATOR ETFS TRUST
-$695.4K
0
-100%
清仓
BUFZ
FIRST TR EXCHNG TRADED FD VI
-$687.6K
0
-100%
建仓
IVV
ISHARES TR
+$686.4K
1,166
清仓
HUBB
HUBBELL INC
-$651.1K
0
-100%
清仓
ETB
EATON VANCE TAX MNGED BUY WR
-$592.1K
0
-100%
清仓
BSCV
INVESCO EXCH TRD SLF IDX FD
-$583.3K
0
-100%
清仓
ACP
ABRDN INCOME CREDIT STRATEGI
-$560.1K
0
-100%
建仓
EWJ
ISHARES INC
+$557.2K
8,304
增持
ABBV
ABBVIE INC
+$553.3K
4,787
+218%
清仓
VPU
VANGUARD WORLD FD
-$547.7K
0
-100%
建仓
UDOW
PROSHARES TR
+$534.2K
5,650
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$512.2K
8,922
清仓
AMD
ADVANCED MICRO DEVICES INC
-$509.6K
0
-100%
清仓
HFRO
HIGHLAND OPPORTUNITIES
-$509.1K
0
-100%
建仓
MAIN
MAIN STR CAP CORP
+$497.0K
8,485
建仓
PEP
PEPSICO INC
+$480.1K
3,157
建仓
UNH
UNITEDHEALTH GROUP INC
+$455.3K
900
清仓
BNTX
BIONTECH SE
-$452.2K
0
-100%
建仓
AGNC
AGNC INVT CORP
+$426.6K
46,319
建仓
JPM
JPMORGAN CHASE & CO.
+$421.9K
1,760
建仓
JNJ
JOHNSON & JOHNSON
+$415.6K
2,874
建仓
TSLA
TESLA INC
+$414.7K
1,027
清仓
DELL
DELL TECHNOLOGIES INC
-$405.6K
0
-100%
建仓
HD
HOME DEPOT INC
+$405.3K
1,042
建仓
SHYD
VANECK ETF TRUST
+$403.0K
17,926
减持
META
META PLATFORMS INC
-$384.4K
417
-62%
建仓
VTV
VANGUARD INDEX FDS
+$384.1K
2,269
建仓
VXF
VANGUARD INDEX FDS
+$379.2K
1,996
清仓
XLRE
SELECT SECTOR SPDR TR
-$378.4K
0
-100%
建仓
UPRO
PROSHARES TR
+$362.3K
4,087
建仓
RZV
INVESCO EXCHANGE TRADED FD T
+$359.8K
3,230
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$354.9K
834
建仓
WMT
WALMART INC
+$352.4K
3,900
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$337.8K
6,886
建仓
VUG
VANGUARD INDEX FDS
+$330.8K
806
建仓
LOW
LOWES COS INC
+$320.8K
1,300
建仓
MUB
ISHARES TR
+$319.6K
3,000
建仓
TMF
DIREXION SHS ETF TR
+$316.1K
7,908
建仓
V
VISA INC
+$311.0K
984
建仓
GSK
GSK PLC
+$306.5K
9,062
清仓
NJUL
INNOVATOR ETFS TRUST
-$304.3K
0
-100%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$304.2K
3,600
清仓
NAPR
INNOVATOR ETFS TRUST
-$298.5K
0
-100%
清仓
NOCT
INNOVATOR ETFS TRUST
-$298.2K
0
-100%
清仓
NJAN
INNOVATOR ETFS TRUST
-$297.8K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$294.6K
0
-100%
清仓
QCAP
FIRST TR EXCHNG TRADED FD VI
-$287.6K
0
-100%
清仓
GUT
GABELLI UTIL TR
-$286.0K
0
-100%
清仓
MSTR
MICROSTRATEGY INC
-$279.9K
0
-100%
建仓
HYD
VANECK ETF TRUST
+$279.0K
5,375
建仓
LMT
LOCKHEED MARTIN CORP
+$268.7K
553
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$259.6K
12,141
清仓
XLB
SELECT SECTOR SPDR TR
-$249.4K
0
-100%
建仓
QMOM
EA SERIES TRUST
+$244.3K
3,809
建仓
MCD
MCDONALDS CORP
+$241.8K
834
清仓
XSEP
FIRST TR EXCHNG TRADED FD VI
-$241.6K
0
-100%
清仓
XAUG
FIRST TR EXCHNG TRADED FD VI
-$238.7K
0
-100%
建仓
DORM
DORMAN PRODS INC
+$238.4K
1,840
清仓
XNOV
FIRST TR EXCHNG TRADED FD VI
-$236.0K
0
-100%
清仓
XOCT
FIRST TR EXCHNG TRADED FD VI
-$234.9K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$234.2K
800
清仓
DMB
BNY MELLON MUN BD INFRASTRUC
-$233.9K
0
-100%
建仓
QVAL
EA SERIES TRUST
+$233.2K
5,225
建仓
WMB
WILLIAMS COS INC
+$226.5K
4,184
清仓
IYW
ISHARES TR
-$221.2K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$217.6K
1,582
建仓
RSBY
TIDAL TR II
+$217.2K
12,033
清仓
—
PIMCO MUN INCOME FD III
-$215.6K
0
-100%
清仓
—
BLACKROCK MUNI INCOME TR II
-$215.4K
0
-100%
清仓
NIM
NUVEEN SELECT MAT MUN FD
-$213.1K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$210.7K
0
-100%
清仓
ABT
ABBOTT LABS
-$209.9K
0
-100%
清仓
BSMU
INVESCO EXCH TRD SLF IDX FD
-$204.2K
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$200.1K
380
清仓
ERH
ALLSPRING UTILITIES AND HIGH
-$174.8K
0
-100%
