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Nvest Financial, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Nvest Financial, LLC
报告期 2026-03-31 · CIK 0001915315
持仓数
139
前50大市值合计
$218.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 109 项
建仓 22
增持 56
减持 29
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.7M
89,867
增持
NVDA
NVIDIA CORPORATION
+$1.5M
24,156
+68%
建仓
IVV
ISHARES TR
+$1.2M
2,006
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
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$1.1M
47,545
增持
AAPL
APPLE INC
+$1.1M
35,491
+6%
减持
IWF
ISHARES TR
+$1.1M
41,593
-0%
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$1.0M
28,453
增持
AMZN
AMAZON COM INC
+$1.0M
24,793
+4%
增持
NFLX
NETFLIX INC
+$870.0K
3,606
+9%
增持
JPM
JPMORGAN CHASE & CO.
+$865.8K
19,065
+9%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$848.7K
32,117
-42%
建仓
DECT
AIM ETF PRODUCTS TRUST
+$779.4K
24,458
建仓
XLB
SELECT SECTOR SPDR TR
+$727.6K
8,648
增持
SPYG
SPDR SER TR
+$706.2K
36,731
+21%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$704.0K
34,956
建仓
GERN
GERON CORP
+$692.9K
195,741
建仓
YJUN
FIRST TR EXCHNG TRADED FD VI
+$633.7K
29,352
减持
IEV
ISHARES TR
-$627.6K
39,543
-14%
增持
V
VISA INC
+$600.2K
8,666
+11%
增持
QQQ
INVESCO QQQ TR
+$591.8K
6,384
+17%
增持
GOOGL
ALPHABET INC
+$589.2K
20,851
+3%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$527.6K
14,390
建仓
TSLA
TESLA INC
+$525.4K
1,301
清仓
APD
AIR PRODS & CHEMS INC
-$476.4K
0
-100%
增持
VHT
VANGUARD WORLD FD
-$461.5K
18,820
+1%
建仓
ICSH
ISHARES TR
+$448.8K
8,900
减持
ZTS
ZOETIS INC
-$420.7K
9,759
-5%
增持
LLY
ELI LILLY & CO
+$411.3K
2,286
+50%
减持
IDXX
IDEXX LABS INC
-$366.1K
1,853
-17%
减持
GLD
SPDR GOLD TR
-$360.7K
38,678
-3%
建仓
PVAL
PUTNAM ETF TRUST
+$352.8K
9,504
增持
MSFT
MICROSOFT CORP
+$351.4K
11,836
+10%
增持
VGT
VANGUARD WORLD FD
+$348.9K
1,987
+32%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$348.3K
23,418
+27%
增持
TJX
TJX COS INC NEW
+$340.2K
23,126
+11%
建仓
USB
US BANCORP DEL
+$336.4K
7,034
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$329.0K
11,261
增持
NEE
NEXTERA ENERGY INC
-$323.6K
31,900
+3%
建仓
BMI
BADGER METER INC
+$318.2K
1,500
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$316.2K
8,572
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$307.6K
4,017
+28%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$292.6K
2,726
-1%
增持
COST
COSTCO WHSL CORP NEW
+$279.9K
2,750
+9%
增持
LMT
LOCKHEED MARTIN CORP
+$279.6K
3,598
+43%
减持
RTX
RTX CORPORATION
-$276.6K
24,442
-5%
增持
PEP
PEPSICO INC
+$267.6K
24,235
+21%
增持
SYK
STRYKER CORPORATION
+$263.2K
2,313
+47%
增持
SPY
SPDR S&P 500 ETF TR
+$257.8K
13,996
+1%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$254.6K
1,500
建仓
ICLN
ISHARES TR
+$240.0K
21,090
增持
META
META PLATFORMS INC
+$232.8K
3,110
+12%
建仓
VTWV
VANGUARD SCOTTSDALE FDS
+$225.5K
1,559
建仓
CMI
CUMMINS INC
+$206.2K
592
清仓
UNF
UNIFIRST CORP MASS
-$202.5K
0
-100%
建仓
DXCM
DEXCOM INC
+$200.3K
2,576
增持
SHW
SHERWIN WILLIAMS CO
+$196.1K
4,803
+28%
减持
PGR
PROGRESSIVE CORP
-$192.3K
8,837
-3%
增持
TMUS
T-MOBILE US INC
+$190.9K
4,963
+13%
减持
—
ASML HOLDING N V
-$182.1K
632
-15%
减持
DHR
DANAHER CORPORATION
-$181.2K
3,093
-3%
增持
CRM
SALESFORCE INC
+$178.8K
2,806
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$174.0K
12,932
-1%
增持
MA
MASTERCARD INCORPORATED
+$167.4K
1,432
+21%
减持
IWP
ISHARES TR
+$163.4K
18,201
-0%
减持
CVX
CHEVRON CORP NEW
-$159.9K
16,316
-5%
增持
GOOG
ALPHABET INC
+$155.7K
2,227
+39%
减持
VDE
VANGUARD WORLD FD
-$151.4K
16,384
-6%
增持
MCD
MCDONALDS CORP
+$143.4K
3,068
+25%
减持
MAYT
AIM ETF PRODUCTS TRUST
-$143.0K
35,384
-13%
增持
IWO
ISHARES TR
+$142.3K
1,936
+33%
减持
WMT
WALMART INC
-$137.8K
60,658
-13%
减持
VCR
VANGUARD WORLD FD
+$134.3K
4,244
-1%
减持
XLU
SELECT SECTOR SPDR TR
-$134.1K
15,974
-4%
增持
VDC
VANGUARD WORLD FD
+$127.4K
9,053
+11%
减持
MU
MICRON TECHNOLOGY INC
-$96.4K
4,563
-1%
增持
WAB
WABTEC
+$95.0K
5,755
+5%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$94.2K
1,425
+10%
增持
ADBE
ADOBE INC
-$89.8K
1,979
+6%
减持
NOC
NORTHROP GRUMMAN CORP
-$88.5K
1,050
-5%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$79.5K
3,646
-25%
增持
—
MEDTRONIC PLC
-$59.2K
10,588
+5%
增持
CALF
PACER FDS TR
-$59.1K
26,610
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$55.8K
2,927
-8%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$51.7K
2,469
-17%
减持
PG
PROCTER AND GAMBLE CO
-$48.4K
3,410
-5%
增持
IWV
ISHARES TR
+$48.0K
5,647
+0%
增持
MHO
M/I HOMES INC
-$47.4K
1,822
+8%
增持
STZ
CONSTELLATION BRANDS INC
-$46.8K
1,938
+5%
增持
IWM
ISHARES TR
+$44.1K
4,987
+4%
增持
APRT
AIM ETF PRODUCTS TRUST
+$43.8K
38,254
+1%
增持
IWS
ISHARES TR
+$37.5K
2,587
+15%
增持
CSCO
CISCO SYS INC
+$36.1K
5,242
+2%
增持
COWZ
PACER FDS TR
+$33.3K
55,990
+3%
增持
—
EXXON MOBIL CORP
-$32.7K
4,159
+2%
增持
IWN
ISHARES TR
+$30.7K
2,018
+12%
增持
IWR
ISHARES TR
+$29.7K
38,933
+1%
增持
BAC
BANK AMERICA CORP
+$29.0K
6,752
+0%
减持
AUGT
AIM ETF PRODUCTS TRUST
-$20.5K
21,723
-5%
增持
VO
VANGUARD INDEX FDS
+$15.5K
4,919
+1%
增持
SDY
SPDR SER TR
-$14.1K
1,570
+1%
增持
IVE
ISHARES TR
-$13.0K
40,149
+3%
增持
ABNB
AIRBNB INC
+$8.1K
1,732
+0%
增持
VTI
VANGUARD INDEX FDS
+$7.5K
900
+1%
增持
IWD
ISHARES TR
-$3.7K
4,316
+2%
增持
ABT
ABBOTT LABS
+$3.4K
3,673
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.7K
5,335
+11%
减持
MART
AIM ETF PRODUCTS TRUST
+$1.6K
28,466
-2%
减持
PH
PARKER-HANNIFIN CORP
-$860
554
-1%
减持
JUNT
AIM ETF PRODUCTS TRUST
-$103
18,711
-2%
