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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 120 项
建仓 27
增持 50
减持 38
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$6.2M
15,848
+126%
减持
SHY
ISHARES TR
-$5.1M
180,750
-25%
清仓
XLP
SELECT SECTOR SPDR TR
-$4.6M
0
-100%
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
XLE
SELECT SECTOR SPDR TR
+$3.9M
43,488
建仓
XLB
SELECT SECTOR SPDR TR
+$3.8M
42,853
减持
RWX
SPDR INDEX SHS FDS
-$2.7M
147,455
-40%
减持
EEM
ISHARES TR
-$2.1M
36,440
-56%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$1.6M
12,112
-64%
建仓
CMI
CUMMINS INC
+$1.1M
2,700
减持
DBMF
LITMAN GREGORY FDS TR
-$1.1M
33,516
-57%
增持
EFA
ISHARES TR
+$1.1M
28,289
+60%
减持
GLD
SPDR GOLD TR
+$1.1M
24,393
-2%
建仓
TLT
ISHARES TR
+$893.5K
9,998
增持
AAPL
APPLE INC
+$826.7K
11,170
+14%
减持
SVIX
VS TRUST
+$794.4K
197,352
-11%
减持
EWJ
ISHARES INC
-$774.8K
16,617
-41%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$750.7K
4,784
+344%
增持
JAAA
JANUS DETROIT STR TR
+$742.9K
92,245
+19%
增持
RSST
TIDAL TRUST II
+$691.3K
160,159
+5%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$687.8K
51,217
减持
AGG
ISHARES TR
-$639.7K
54,757
-11%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$606.6K
2,150
建仓
CVX
CHEVRON CORP NEW
+$524.9K
3,380
增持
SSO
PROSHARES TR
+$475.9K
28,568
+2%
建仓
RSSX
TIDAL TRUST II
+$466.5K
18,396
增持
ABBV
ABBVIE INC
+$458.8K
5,943
+20%
增持
BOXX
EA SERIES TRUST
+$426.8K
70,320
+5%
清仓
QCOM
QUALCOMM INC
-$390.3K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$384.4K
15,991
+7%
增持
—
EXXON MOBIL CORP
+$375.2K
10,530
+40%
建仓
PM
PHILIP MORRIS INTL INC
+$362.7K
2,236
增持
EFV
ISHARES TR
+$358.6K
8,295
+158%
减持
XLF
SELECT SECTOR SPDR TR
-$350.1K
84,635
-10%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$329.9K
7,507
建仓
VTES
VANGUARD WELLINGTON FD
+$321.1K
3,150
建仓
AEP
AMERICAN ELEC PWR CO INC
+$315.5K
2,804
增持
RZV
INVESCO EXCHANGE TRADED FD T
+$311.0K
7,729
+35%
增持
CEG
CONSTELLATION ENERGY CORP
+$288.6K
2,248
+61%
减持
XLI
SELECT SECTOR SPDR TR
-$284.2K
30,269
-10%
增持
QLD
PROSHARES TR
+$278.6K
11,968
+3%
增持
VOO
VANGUARD INDEX FDS
+$276.4K
5,297
+1%
减持
—
TIDAL TRUST II
-$265.7K
32,842
-54%
建仓
UPRO
PROSHARES TR
+$257.8K
2,312
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$253.2K
4,185
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$252.2K
3,248
建仓
—
TOTALENERGIES SE
+$249.0K
4,172
建仓
XLRE
SELECT SECTOR SPDR TR
+$240.7K
5,713
增持
RSBT
TIDAL TRUST II
+$238.1K
153,202
+2%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$238.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$236.4K
35,915
-14%
建仓
SO
SOUTHERN CO
+$225.7K
2,382
增持
VTI
VANGUARD INDEX FDS
+$225.5K
7,777
+2%
建仓
MP
MP MATERIALS CORP
+$219.7K
3,275
减持
QQQ
INVESCO QQQ TR
+$219.0K
5,925
-2%
建仓
PRU
PRUDENTIAL FINL INC
+$212.7K
2,050
建仓
DIS
DISNEY WALT CO
+$211.6K
1,848
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$210.9K
430
建仓
—
MEDTRONIC PLC
+$210.5K
2,210
建仓
PFE
PFIZER INC
+$207.3K
8,137
清仓
MCO
MOODYS CORP
-$204.3K
0
-100%
建仓
FRDM
EA SERIES TRUST
+$201.9K
4,557
增持
TQQQ
PROSHARES TR
+$201.4K
6,106
+18%
增持
MSFT
MICROSOFT CORP
+$200.4K
6,072
+3%
增持
GOOG
ALPHABET INC
+$195.0K
2,104
+18%
增持
AMZN
AMAZON COM INC
+$187.2K
4,054
+27%
增持
ORCL
ORACLE CORP
+$173.5K
2,457
+4%
增持
ED
CONSOLIDATED EDISON INC
+$152.4K
3,558
+74%
增持
IVV
ISHARES TR
+$149.2K
1,222
+13%
增持
PG
PROCTER AND GAMBLE CO
+$136.9K
5,414
+24%
减持
NVDA
NVIDIA CORPORATION
+$130.0K
5,464
-3%
减持
RSSY
TIDAL TRUST II
+$127.7K
99,688
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$125.5K
41,975
-13%
增持
AGNC
AGNC INVT CORP
+$119.4K
79,330
+11%
增持
AVGO
BROADCOM INC
+$111.4K
2,053
+0%
减持
XLC
SELECT SECTOR SPDR TR
-$109.1K
42,117
-10%
增持
LLY
ELI LILLY & CO
+$105.5K
1,260
+15%
增持
SLV
ISHARES SILVER TR
+$101.2K
7,835
+11%
减持
SHYD
VANECK ETF TRUST
-$88.9K
12,175
-25%
减持
JNJ
JOHNSON & JOHNSON
+$81.7K
2,912
-3%
减持
ROMO
STRATEGY SHS
+$69.5K
56,202
-1%
减持
UDOW
PROSHARES TR
+$63.6K
5,238
-1%
减持
TSLA
TESLA INC
+$61.7K
673
-10%
增持
JPM
JPMORGAN CHASE & CO.
+$58.0K
1,733
+3%
减持
XLU
SELECT SECTOR SPDR TR
+$57.5K
56,541
-5%
增持
META
META PLATFORMS INC
+$54.9K
523
+17%
减持
NTSX
WISDOMTREE TR
+$40.7K
22,809
-4%
减持
XLY
SELECT SECTOR SPDR TR
-$37.9K
18,659
-10%
增持
MAIN
MAIN STR CAP CORP
+$37.2K
8,243
+0%
减持
GSK
GSK PLC
+$36.8K
8,540
-1%
减持
CAH
CARDINAL HEALTH INC
-$33.2K
1,350
-7%
增持
PEP
PEPSICO INC
+$32.1K
3,197
+1%
建仓
CPNG
COUPANG INC
+$31.4K
10,800
清仓
CSX
CSX CORP
-$30.6K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$28.6K
853
+4%
增持
ALL
ALLSTATE CORP
+$28.4K
1,151
+6%
减持
UGL
PROSHARES TR II
-$27.1K
6,325
-31%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$26.7K
5,511
+15%
减持
XLK
SELECT SECTOR SPDR TR
+$26.5K
18,225
-10%
建仓
—
DEUTSCHE BANK A G
+$25.5K
10,200
增持
UBT
PROSHARES TR
+$23.4K
14,423
+8%
减持
RSBY
TIDAL TRUST II
-$23.1K
27,950
-7%
减持
SHV
ISHARES TR
-$21.7K
5,662
-3%
增持
V
VISA INC
+$20.4K
1,211
+9%
增持
SPGI
S&P GLOBAL INC
+$20.0K
549
+17%
增持
QVAL
EA SERIES TRUST
+$19.8K
5,583
+2%
增持
QMOM
EA SERIES TRUST
+$19.3K
4,415
+8%
增持
NVO
NOVO-NORDISK A S
+$18.7K
4,091
+36%
减持
COR
CENCORA INC
-$13.5K
690
-10%
增持
—
CHUBB LIMITED
+$12.8K
813
+9%
减持
IWM
ISHARES TR
+$12.2K
1,335
-7%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$9.6K
1,193
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$9.0K
810
+1%
增持
WMB
WILLIAMS COS INC
+$8.8K
4,517
+2%
增持
IEF
ISHARES TR
+$5.9K
4,405
+1%
增持
MA
MASTERCARD INCORPORATED
+$5.8K
506
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$3.9K
550
-6%
减持
—
GRAB HOLDINGS LIMITED
-$3.5K
11,800
-36%
增持
VBIL
VANGUARD INSTL INDEX FD
+$1.8K
9,561
+0%
减持
HYD
VANECK ETF TRUST
+$888
4,925
-1%
减持
MUB
ISHARES TR
+$444
2,820
-2%
