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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 30
增持 81
减持 30
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DBMF
LITMAN GREGORY FDS TR
+$11.1M
428,563
+1179%
减持
SPY
SPDR S&P 500 ETF TR
-$5.7M
7,192
-55%
建仓
XLV
SELECT SECTOR SPDR TR
+$4.1M
26,556
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
SHY
ISHARES TR
-$3.8M
135,603
-25%
增持
EWJ
ISHARES INC
+$2.2M
44,291
+167%
减持
GLD
SPDR GOLD TR
-$2.2M
16,419
-33%
减持
RWX
SPDR INDEX SHS FDS
-$1.7M
84,778
-43%
减持
SVIX
VS TRUST
-$1.5M
112,207
-43%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.3M
152,995
+199%
增持
JAAA
JANUS DETROIT STR TR
+$1.1M
115,126
+25%
减持
EFA
ISHARES TR
-$1.0M
16,863
-40%
增持
RSST
TIDAL TRUST II
+$925.3K
182,119
+14%
清仓
TLT
ISHARES TR
-$893.5K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$623.9K
4,775
-19%
增持
LLY
ELI LILLY & CO
+$620.5K
1,472
+17%
减持
AGG
ISHARES TR
-$455.1K
50,403
-8%
减持
VBIL
VANGUARD INSTL INDEX FD
-$450.7K
3,609
-62%
增持
RSSY
TIDAL TRUST II
+$386.0K
124,524
+25%
增持
RSBT
TIDAL TRUST II
+$384.2K
170,443
+11%
建仓
GLW
CORNING INC
+$384.0K
4,385
建仓
AMGN
AMGEN INC
+$373.8K
1,142
建仓
ICF
ISHARES TR
+$371.8K
6,231
建仓
BIL
SPDR SERIES TRUST
+$366.5K
4,011
建仓
DY
DYCOM INDS INC
+$359.5K
1,064
建仓
IJR
ISHARES TR
+$345.6K
2,876
增持
VOO
VANGUARD INDEX FDS
+$340.9K
5,716
+8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$337.2K
17,234
+8%
建仓
GS
GOLDMAN SACHS GROUP INC
+$333.1K
379
清仓
VTES
VANGUARD WELLINGTON FD
-$321.1K
0
-100%
增持
RSSX
TIDAL TRUST II
+$318.0K
30,825
+68%
建仓
—
TOTALENERGIES SE
+$316.1K
4,832
建仓
QLTY
GMO ETF TRUST
+$309.5K
8,048
建仓
CAT
CATERPILLAR INC
+$305.9K
534
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$304.4K
4,262
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$289.1K
2,050
建仓
GOOGL
ALPHABET INC
+$287.3K
918
增持
GOOG
ALPHABET INC
+$286.3K
2,545
+21%
增持
XLB
SELECT SECTOR SPDR TR
-$283.6K
78,431
+83%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$277.8K
6,987
+115%
建仓
VXUS
VANGUARD STAR FDS
+$270.1K
3,580
减持
XLC
SELECT SECTOR SPDR TR
-$262.6K
40,119
-5%
增持
SLV
ISHARES SILVER TR
+$260.7K
9,200
+17%
增持
EEM
ISHARES TR
+$260.6K
40,331
+11%
增持
AGNC
AGNC INVT CORP
+$259.0K
96,608
+22%
清仓
UPRO
PROSHARES TR
-$257.8K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
-$254.5K
109,546
+94%
清仓
HYD
VANECK ETF TRUST
-$250.7K
0
-100%
清仓
—
TOTALENERGIES SE
-$249.0K
0
-100%
建仓
ORLA
ORLA MNG LTD NEW
+$244.8K
18,177
建仓
WFC
WELLS FARGO CO NEW
+$244.3K
2,621
建仓
HALO
HALOZYME THERAPEUTICS INC
+$243.5K
3,618
增持
VTI
VANGUARD INDEX FDS
+$240.7K
8,331
+7%
增持
CMI
CUMMINS INC
+$239.3K
2,703
+0%
建仓
EXE
EXPAND ENERGY CORPORATION
+$234.5K
2,125
建仓
UTG
REAVES UTIL INCOME FD
+$232.7K
6,361
增持
COST
COSTCO WHSL CORP NEW
+$229.8K
538
+113%
增持
RSBY
TIDAL TRUST II
+$227.0K
44,455
+59%
建仓
AIZ
ASSURANT INC
+$226.3K
940
增持
XLY
SELECT SECTOR SPDR TR
-$225.5K
35,558
+91%
建仓
—
JFROG LTD
+$222.4K
3,560
建仓
TD
TORONTO DOMINION BK ONT
+$221.9K
2,356
建仓
MCO
MOODYS CORP
+$220.4K
431
清仓
MP
MP MATERIALS CORP
-$219.7K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$218.3K
3,969
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$214.3K
5,065
-38%
建仓
KO
COCA COLA CO
+$211.7K
3,028
增持
V
VISA INC
+$209.6K
1,777
+47%
增持
ORCL
ORACLE CORP
-$209.4K
2,471
+1%
建仓
GEV
GE VERNOVA INC
+$206.5K
316
增持
SSO
PROSHARES TR
+$203.7K
58,823
+106%
建仓
CZNC
CITIZENS & NORTHN CORP
+$203.1K
10,067
建仓
BRC
BRADY CORP
+$201.0K
2,564
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$192.6K
470
-45%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$186.5K
9,329
-23%
减持
AAPL
APPLE INC
+$185.2K
11,144
-0%
清仓
—
TIDAL TRUST II
-$179.6K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$157.8K
29,078
-4%
增持
CAH
CARDINAL HEALTH INC
+$150.3K
1,763
+31%
增持
XLK
SELECT SECTOR SPDR TR
-$148.3K
34,650
+90%
增持
TQQQ
PROSHARES TR
-$131.7K
9,478
+55%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$127.5K
6,971
+26%
增持
AMZN
AMAZON COM INC
+$118.3K
4,369
+8%
减持
BOXX
EA SERIES TRUST
-$118.3K
68,535
-3%
增持
QVAL
EA SERIES TRUST
+$117.0K
7,736
+39%
减持
VTV
VANGUARD INDEX FDS
-$116.5K
1,606
-29%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$110.9K
40,240
-4%
增持
META
META PLATFORMS INC
+$107.8K
745
+42%
减持
ROMO
STRATEGY SHS
-$106.4K
56,153
-0%
增持
—
EXXON MOBIL CORP
+$101.8K
10,712
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$100.9K
2,389
+11%
增持
XLE
SELECT SECTOR SPDR TR
+$99.9K
89,132
+105%
减持
VXF
VANGUARD INDEX FDS
-$98.6K
1,582
-23%
减持
XLF
SELECT SECTOR SPDR TR
-$96.7K
81,478
-4%
增持
IWM
ISHARES TR
+$96.5K
1,704
+28%
减持
VUG
VANGUARD INDEX FDS
-$90.4K
607
-25%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$82.5K
1,017
+16%
增持
JPM
JPMORGAN CHASE & CO.
+$77.6K
1,938
+12%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$74.8K
5,023
+5%
增持
EFV
ISHARES TR
+$70.4K
8,865
+7%
增持
PM
PHILIP MORRIS INTL INC
+$67.7K
2,683
+20%
增持
QMOM
EA SERIES TRUST
+$67.5K
5,390
+22%
增持
AVGO
BROADCOM INC
+$65.2K
2,145
+4%
增持
WMT
WALMART INC
+$63.0K
4,179
+7%
减持
MUB
ISHARES TR
-$59.3K
2,250
-20%
增持
—
CHUBB LIMITED
+$54.0K
908
+12%
减持
JNJ
JOHNSON & JOHNSON
+$53.7K
2,869
-1%
增持
SPGI
S&P GLOBAL INC
+$50.2K
608
+11%
增持
UDOW
PROSHARES TR
+$50.0K
10,546
+101%
增持
PG
PROCTER AND GAMBLE CO
-$49.7K
5,459
+1%
增持
IEF
ISHARES TR
+$49.2K
4,930
+12%
增持
HD
HOME DEPOT INC
-$48.5K
1,086
+4%
增持
COR
CENCORA INC
+$38.7K
753
+9%
增持
QLD
PROSHARES TR
-$35.5K
22,816
+91%
增持
RTX
RTX CORPORATION
+$34.7K
1,597
+3%
增持
ABBV
ABBVIE INC
+$33.6K
6,170
+4%
增持
FRDM
EA SERIES TRUST
+$32.7K
4,576
+0%
建仓
HAL
HALLIBURTON CO
+$32.5K
11,700
增持
NTSX
WISDOMTREE TR
+$32.4K
23,030
+1%
增持
WMB
WILLIAMS COS INC
+$32.0K
5,293
+17%
清仓
CPNG
COUPANG INC
-$31.4K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$31.1K
5,633
+3%
增持
AEP
AMERICAN ELEC PWR CO INC
+$30.8K
3,003
+7%
增持
MA
MASTERCARD INCORPORATED
+$28.6K
554
+9%
增持
MAIN
MAIN STR CAP CORP
-$26.1K
8,247
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$26.0K
823
+2%
清仓
—
DEUTSCHE BANK A G
-$25.5K
0
-100%
减持
SHV
ISHARES TR
-$23.7K
5,464
-3%
增持
FNF
FIDELITY NATIONAL FINANCIAL
-$22.0K
4,235
+1%
减持
GSK
GSK PLC
+$21.3K
7,951
-7%
增持
LMT
LOCKHEED MARTIN CORP
+$21.0K
611
+11%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$20.7K
1,289
+8%
减持
SHYD
VANECK ETF TRUST
-$20.5K
11,275
-7%
增持
RZV
INVESCO EXCHANGE TRADED FD T
+$17.7K
7,820
+1%
增持
ALL
ALLSTATE CORP
+$17.2K
1,270
+10%
增持
UBT
PROSHARES TR
+$16.3K
16,038
+11%
增持
MSFT
MICROSOFT CORP
+$15.8K
6,535
+8%
增持
SO
SOUTHERN CO
-$11.4K
2,458
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$11.2K
8,375
+12%
增持
CVX
CHEVRON CORP NEW
-$8.7K
3,387
+0%
减持
UGL
PROSHARES TR II
+$8.5K
5,400
-15%
减持
PEP
PEPSICO INC
+$8.3K
3,186
-0%
增持
XLRE
SELECT SECTOR SPDR TR
+$6.5K
6,127
+7%
增持
NVO
NOVO-NORDISK A S
-$6.3K
4,337
+6%
增持
DIS
DISNEY WALT CO
+$5.8K
1,911
+3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$5.8K
34,541
-4%
增持
TSLA
TESLA INC
+$5.6K
678
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$5.5K
438
+2%
增持
PFE
PFIZER INC
+$5.5K
21,661
+166%
增持
MCD
MCDONALDS CORP
+$4.5K
846
+1%
增持
—
MEDTRONIC PLC
+$4.1K
2,234
+1%
