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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 100 项建仓 2增持 39减持 41清仓 18

方向

标的

Δ市值

现股数(环比)

增持

GLD SPDR GOLD TR

+$8.1M

60,551 +57%

清仓

CVX CHEVRON CORP NEW

-$2.4M

0 -100%

减持

IWF ISHARES TR

-$2.1M

40,499 -3%

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。

清仓

VDE VANGUARD WORLD FD

-$2.0M

0 -100%

增持

TMUS T-MOBILE US INC

+$1.7M

10,361 +109%

清仓

ZTS ZOETIS INC

-$1.6M

0 -100%

清仓

CMG CHIPOTLE MEXICAN GRILL INC

-$1.4M

0 -100%

清仓

CALF PACER FDS TR

-$1.2M

0 -100%

减持

AAPL APPLE INC

-$1.2M

34,785 -2%

清仓

IWM ISHARES TR

-$1.1M

0 -100%

减持

TMO THERMO FISHER SCIENTIFIC INC

-$1.0M

747 -73%

减持

VCR VANGUARD WORLD FD

-$940.7K

2,004 -53%

减持

AMZN AMAZON COM INC

-$911.9K

23,796 -4%

清仓

MCD MCDONALDS CORP

-$889.4K

0 -100%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$871.6K

12,643 -2%

减持

VGT VANGUARD WORLD FD

-$854.1K

703 -65%

清仓

IDXX IDEXX LABS INC

-$766.1K

0 -100%

减持

GOOGL ALPHABET INC

-$736.8K

20,760 -0%

清仓

XLB SELECT SECTOR SPDR TR

-$727.6K

0 -100%

增持

NEE NEXTERA ENERGY INC

+$696.2K

42,080 +32%

减持

MSFT MICROSOFT CORP

-$615.8K

11,649 -2%

增持

VDC VANGUARD WORLD FD

+$587.9K

11,432 +26%

清仓

IWO ISHARES TR

-$557.2K

0 -100%

增持

VHT VANGUARD WORLD FD

+$471.6K

19,816 +5%

增持

IEV ISHARES TR

+$448.4K

43,075 +9%

减持

WMT WALMART INC

-$412.1K

57,733 -5%

增持

GERN GERON CORP

-$376.1K

199,241 +2%

减持

SPY SPDR S&P 500 ETF TR

-$375.5K

13,992 -0%

增持

PHYS SPROTT PHYSICAL GOLD TR

+$375.3K

44,860 +28%

增持

V VISA INC

+$374.0K

8,882 +2%

减持

RTX RTX CORPORATION

+$364.6K

24,106 -1%

增持

SHW SHERWIN WILLIAMS CO

+$359.9K

5,707 +19%

减持

SPYG SPDR SER TR

-$344.8K

35,882 -2%

清仓

IWN ISHARES TR

-$331.2K

0 -100%

增持

NVDA NVIDIA CORPORATION

-$324.9K

26,933 +11%

增持

ADP AUTOMATIC DATA PROCESSING IN

+$294.3K

4,812 +20%

减持

IWR ISHARES TR

-$269.5K

37,289 -4%

减持

PGR PROGRESSIVE CORP

+$264.1K

8,415 -5%

增持

SYK STRYKER CORPORATION

+$257.6K

2,930 +27%

清仓

MHO M/I HOMES INC

-$242.2K

0 -100%

清仓

ABNB AIRBNB INC

-$227.6K

0 -100%

增持

QQQ INVESCO QQQ TR

-$227.4K

6,475 +1%

清仓

VTWV VANGUARD SCOTTSDALE FDS

-$225.5K

0 -100%

减持

CRM SALESFORCE INC

-$210.3K

2,713 -3%

建仓

GE GE AEROSPACE

+$209.9K

1,049

清仓

SDY SPDR SER TR

-$207.3K

0 -100%

建仓

DIS DISNEY WALT CO

+$207.2K

2,100

清仓

CMI CUMMINS INC

-$206.2K

0 -100%

减持

IWP ISHARES TR

-$203.4K

17,905 -2%

清仓

DXCM DEXCOM INC

-$200.3K

0 -100%

清仓

— PROVIDENT BANCORP INC

-$175.8K

0 -100%

增持

TSLA TESLA INC

-$175.0K

1,352 +4%

减持

PEP PEPSICO INC

-$167.8K

23,458 -3%

增持

— ASML HOLDING N V

+$144.5K

880 +39%

增持

TDY TELEDYNE TECHNOLOGIES INC

+$141.4K

1,613 +13%

增持

LMT LOCKHEED MARTIN CORP

-$131.0K

3,621 +1%

增持

MART AIM ETF PRODUCTS TRUST

+$128.0K

32,488 +14%

增持

COST COSTCO WHSL CORP NEW

+$112.7K

2,784 +1%

减持

RPG INVESCO EXCHANGE TRADED FD T

-$110.5K

31,754 -1%

减持

— MEDTRONIC PLC

+$104.6K

10,576 -0%

减持

LLY ELI LILLY & CO

+$102.9K

2,261 -1%

增持

NOC NORTHROP GRUMMAN CORP

+$96.6K

1,151 +10%

增持

COWZ PACER FDS TR

+$92.1K

59,430 +6%

增持

IWV ISHARES TR

-$89.2K

5,661 +0%

减持

IVV ISHARES TR

-$82.5K

1,955 -3%

减持

GOOG ALPHABET INC

-$80.9K

2,197 -1%

增持

ABT ABBOTT LABS

+$74.1K

3,690 +0%

增持

DHR DANAHER CORPORATION

-$72.2K

3,111 +1%

增持

MU MICRON TECHNOLOGY INC

+$67.8K

5,199 +14%

减持

MAYT AIM ETF PRODUCTS TRUST

-$67.3K

33,743 -5%

减持

GJUN FIRST TR EXCHNG TRADED FD VI

-$62.7K

27,341 -4%

增持

MA MASTERCARD INCORPORATED

+$61.0K

1,487 +4%

增持

ADBE ADOBE INC

+$59.2K

2,449 +24%

减持

AUGT AIM ETF PRODUCTS TRUST

-$40.5K

20,976 -3%

减持

TJX TJX COS INC NEW

-$38.1K

22,625 -2%

增持

STZ CONSTELLATION BRANDS INC

-$37.9K

2,127 +10%

减持

META META PLATFORMS INC

-$35.5K

3,098 -0%

减持

JUNT AIM ETF PRODUCTS TRUST

-$30.2K

18,202 -3%

减持

YJUN FIRST TR EXCHNG TRADED FD VI

-$26.0K

26,793 -9%

减持

PG PROCTER AND GAMBLE CO

-$25.5K

3,205 -6%

减持

— EXXON MOBIL CORP

-$24.9K

3,552 -15%

减持

DECT AIM ETF PRODUCTS TRUST

-$23.8K

24,370 -0%

减持

IVE ISHARES TR

-$21.0K

40,102 -0%

减持

PH PARKER-HANNIFIN CORP

-$18.6K

549 -1%

增持

VEA VANGUARD TAX-MANAGED FDS

+$17.6K

5,365 +1%

减持

NFLX NETFLIX INC

-$16.5K

3,429 -5%

增持

SPGP INVESCO EXCHANGE TRADED FD T

+$15.8K

2,751 +11%

增持

BAC BANK AMERICA CORP

-$14.8K

6,757 +0%

增持

VO VANGUARD INDEX FDS

-$14.5K

4,968 +1%

增持

WAB WABTEC

+$13.8K

6,092 +6%

增持

VTI VANGUARD INDEX FDS

-$12.6K

903 +0%

减持

IWD ISHARES TR

+$11.0K

4,305 -0%

减持

CSCO CISCO SYS INC

+$10.5K

5,199 -1%

减持

ICLN ISHARES TR

-$8.3K

20,287 -4%

增持

APRT AIM ETF PRODUCTS TRUST

-$8.2K

39,555 +3%

减持

XLU SELECT SECTOR SPDR TR

-$8.0K

15,233 -5%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$6.9K

2,921 -0%

增持

IWS ISHARES TR

-$5.5K

2,613 +1%

增持

JULT AIM ETF PRODUCTS TRUST

-$3.9K

7,979 +2%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$2.4K

3,712 +2%