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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 22
增持 64
减持 50
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SHY
ISHARES TR
+$15.0M
318,143
+135%
减持
DBMF
LITMAN GREGORY FDS TR
-$11.0M
33,574
-92%
增持
IEF
ISHARES TR
+$6.0M
68,159
+1283%
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。
增持
AGG
ISHARES TR
+$5.4M
105,110
+109%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$5.0M
69,528
+645%
减持
XLK
SELECT SECTOR SPDR TR
-$4.5M
3,900
-89%
清仓
XLF
SELECT SECTOR SPDR TR
-$4.5M
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$4.4M
3,109
-92%
减持
GLD
SPDR GOLD TR
-$4.3M
5,176
-68%
增持
ICF
ISHARES TR
+$4.2M
73,824
+1085%
减持
XLY
SELECT SECTOR SPDR TR
-$4.0M
2,034
-94%
减持
XLV
SELECT SECTOR SPDR TR
-$3.9M
1,568
-94%
建仓
XLP
SELECT SECTOR SPDR TR
+$3.3M
39,769
清仓
SVIX
VS TRUST
-$2.7M
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$2.5M
164,382
+43%
减持
EWJ
ISHARES INC
-$2.4M
13,986
-68%
增持
RSSY
TIDAL TRUST II
+$2.1M
201,104
+61%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.9M
5,390
-87%
减持
RWX
SPDR INDEX SHS FDS
-$1.8M
20,654
-76%
增持
EFA
ISHARES TR
+$1.8M
35,421
+110%
增持
BIL
SPDR SERIES TRUST
+$1.7M
22,679
+465%
增持
BOXX
EA SERIES TRUST
+$1.6M
81,168
+18%
建仓
TLT
ISHARES TR
+$1.5M
17,311
增持
RSBT
TIDAL TRUST II
+$1.2M
226,986
+33%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.1M
16,678
-52%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.1M
5,901
-18%
建仓
RSBA
TIDAL TRUST II
+$886.3K
42,699
减持
XLE
SELECT SECTOR SPDR TR
+$884.1K
79,484
-11%
增持
VXUS
VANGUARD STAR FDS
+$819.5K
14,129
+295%
增持
QMOM
EA SERIES TRUST
+$763.0K
16,322
+203%
增持
QVAL
EA SERIES TRUST
+$715.2K
20,957
+171%
增持
MSFT
MICROSOFT CORP
-$699.3K
6,649
+2%
建仓
IMOM
EA SERIES TRUST
+$690.9K
17,346
减持
QQQ
INVESCO QQQ TR
-$686.1K
3,893
-18%
增持
RSST
TIDAL TRUST II
+$684.9K
206,788
+14%
建仓
IVAL
EA SERIES TRUST
+$650.1K
19,143
减持
ROMO
STRATEGY SHS
-$599.9K
37,583
-33%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$553.3K
11,727
+175%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$540.9K
4,105
+218%
建仓
SCHX
SCHWAB STRATEGIC TR
+$494.4K
19,284
减持
QLD
PROSHARES TR
-$466.9K
18,682
-18%
增持
RZV
INVESCO EXCHANGE TRADED FD T
+$464.4K
11,209
+43%
增持
AGNC
AGNC INVT CORP
+$449.0K
148,022
+53%
减持
AAPL
APPLE INC
-$434.5K
10,225
-8%
增持
RSBY
TIDAL TRUST II
+$428.5K
59,849
+35%
建仓
SCHD
SCHWAB STRATEGIC TR
+$394.1K
12,846
建仓
RSSB
TIDAL TRUST II
+$386.7K
14,212
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$384.9K
1,139
减持
SSO
PROSHARES TR
-$378.1K
58,384
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$368.1K
15,901
-8%
建仓
STM
STMICROELECTRONICS N V
+$362.8K
10,500
清仓
CAH
CARDINAL HEALTH INC
-$362.3K
0
-100%
减持
PFE
PFIZER INC
+$356.6K
20,277
-6%
减持
—
EXXON MOBIL CORP
+$332.3K
9,556
-11%
建仓
SPDW
SPDR INDEX SHS FDS
+$312.5K
6,845
建仓
EURL
DIREXION SHARES ETF TRUST
+$292.0K
7,723
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$279.0K
133,149
-13%
清仓
UBT
PROSHARES TR
-$265.4K
0
-100%
建仓
IMCG
ISHARES TR
+$249.7K
3,170
建仓
SWK
STANLEY BLACK & DECKER INC
+$249.4K
3,510
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$242.9K
6,241
+24%
减持
LLY
ELI LILLY & CO
-$242.7K
1,456
-1%
建仓
EFO
PROSHARES TR
+$236.2K
3,714
增持
FRDM
EA SERIES TRUST
+$234.7K
8,588
+88%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$231.2K
0
-100%
建仓
DOW
DOW HLDGS INC
+$224.6K
5,391
清仓
—
JFROG LTD
-$222.4K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$220.7K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$218.3K
0
-100%
清仓
DIS
DISNEY WALT CO
-$217.4K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$216.8K
26,549
-9%
建仓
TIP
ISHARES TR
+$216.2K
1,959
清仓
—
MEDTRONIC PLC
-$214.6K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$211.7K
0
-100%
建仓
MRK
MERCK & CO INC
+$211.1K
1,755
减持
SHV
ISHARES TR
-$209.0K
3,559
-35%
减持
GLW
CORNING INC
+$207.8K
4,352
-1%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$205.3K
0
-100%
建仓
DVY
ISHARES TR
+$205.3K
1,356
建仓
LRCX
LAM RESEARCH CORP
+$204.7K
958
建仓
NEE
NEXTERA ENERGY INC
+$203.6K
2,192
增持
AMGN
AMGEN INC
+$187.9K
1,596
+40%
增持
CVX
CHEVRON CORPORATION
+$187.4K
3,401
+0%
减持
CEG
CONSTELLATION ENERGY CORP
-$163.2K
2,061
-1%
增持
JNJ
JOHNSON & JOHNSON
+$162.9K
3,095
+8%
增持
EFV
ISHARES TR
+$159.1K
10,654
+20%
增持
UTG
REAVES UTIL INCOME FD
+$139.7K
9,481
+49%
增持
VOO
VANGUARD INDEX FDS
+$138.2K
6,230
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$125.9K
2,400
+0%
减持
—
TOTALENERGIES SE
+$121.7K
4,812
-0%
增持
ORCL
ORACLE CORP
-$117.4K
2,476
+0%
减持
AMZN
AMAZON COM INC
-$114.3K
4,293
-2%
建仓
DRN
DIREXION SHARES ETF TRUST
+$113.7K
13,237
增持
META
META PLATFORMS INC
+$106.1K
1,045
+40%
减持
JPM
JPMORGAN CHASE & CO
-$101.2K
1,778
-8%
减持
XLU
SELECT SECTOR SPDR TR
-$101.0K
99,706
-9%
减持
AVGO
BROADCOM INC
-$95.6K
2,089
-3%
减持
TSLA
TESLA INC
-$94.9K
565
-17%
减持
NVDA
NVIDIA CORPORATION
-$94.0K
5,485
-3%
增持
ORLA
ORLA MNG LTD NEW
+$90.0K
20,757
+14%
增持
MA
MASTERCARD INCORPORATED
+$86.1K
806
+45%
增持
ALL
ALLSTATE CORP
+$82.7K
1,674
+32%
减持
DBC
INVESCO DB COMMDY INDX TRCK
+$79.3K
12,116
-0%
增持
UDOW
PROSHARES TR
-$77.9K
10,618
+1%
增持
TQQQ
PROSHARES TR
-$77.6K
10,126
+7%
增持
V
VISA INC
-$76.0K
1,810
+2%
增持
CMI
CUMMINS INC
+$75.1K
2,704
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$74.4K
612
+0%
增持
RSSX
TIDAL TRUST II
+$73.3K
36,613
+19%
增持
CAT
CATERPILLAR INC
+$73.1K
535
+0%
减持
NTSX
WISDOMTREE TR
-$72.9K
22,807
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$70.2K
8,193
-2%
减持
ABBV
ABBVIE INC
-$69.1K
6,164
-0%
减持
COST
COSTCO WHOLESALE CORPORATION
+$68.2K
534
-1%
增持
GOOG
ALPHABET INC
-$68.2K
2,546
+0%
增持
—
CHUBB LTD SWITZ
+$67.0K
1,075
+18%
增持
MCO
MOODYS CORP
+$66.1K
657
+52%
减持
GEV
GE VERNOVA INC
+$64.1K
310
-2%
减持
WMB
WILLIAMS COS INC
+$63.7K
5,247
-1%
减持
MAIN
MAIN STR CAP CORP
-$62.4K
8,226
-0%
增持
WMT
WALMART INC
+$62.1K
4,246
+2%
减持
UGL
PROSHARES TR II
-$58.8K
3,922
-27%
增持
IWM
ISHARES TR
+$56.1K
1,918
+13%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$55.4K
7,113
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$53.6K
2,478
+21%
减持
SLV
ISHARES SILVER TR
-$52.0K
7,935
-14%
增持
ED
CONSOLIDATED EDISON INC
+$50.8K
3,582
+0%
增持
KO
COCA COLA CO
+$45.7K
3,385
+12%
减持
AEP
AMERICAN ELEC PWR CO INC
+$44.4K
2,980
-1%
增持
VTV
VANGUARD INDEX FDS
+$41.6K
1,775
+11%
增持
MUB
ISHARES TR
+$40.8K
2,655
+18%
增持
WFC
WELLS FARGO & CO
-$35.0K
2,629
+0%
增持
DIA
STATE STR SPDR DOW JONES IND
+$33.7K
1,128
+11%
减持
PEP
PEPSICO INC
+$33.6K
3,161
-1%
增持
HALO
HALOZYME THERAPEUTICS INC
+$33.3K
4,283
+18%
清仓
HAL
HALLIBURTON CO
-$32.5K
0
-100%
减持
VBIL
VANGUARD INSTL INDEX FD
-$32.3K
3,171
-12%
减持
EEM
ISHARES TR
+$32.2K
39,421
-2%
增持
PRU
PRUDENTIAL FINL INC
-$30.7K
2,055
+0%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$24.8K
7,425
+6%
增持
SPGI
S&P GLOBAL INC
-$23.2K
692
+14%
减持
HD
HOME DEPOT INC
-$21.4K
1,071
-1%
减持
SO
SOUTHERN CO
+$20.2K
2,430
-1%
增持
XLRE
SELECT SECTOR SPDR TR
+$18.9K
6,517
+6%
增持
PM
PHILIP MORRIS INTL INC
+$16.2K
2,701
+1%
增持
PG
PROCTER & GAMBLE CO
+$15.1K
5,520
+1%
增持
VUG
VANGUARD INDEX FDS
-$13.5K
647
+7%
清仓
—
GRAB HOLDINGS LIMITED
-$13.4K
0
-100%
减持
RTX
RTX CORPORATION
+$10.5K
1,573
-2%
增持
GS
GOLDMAN SACHS GROUP INC
-$10.0K
382
+1%
