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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 124 项
建仓 22
增持 20
减持 76
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
IWF
ISHARES TR
-$3.5M
29,064
-28%
减持
PEP
PEPSICO INC
-$2.2M
1,922
-90%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
35,588
+16%
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
SPY
SPDR S&P 500 ETF TR
-$1.6M
11,263
-24%
增持
TJX
TJX COS INC NEW
+$1.6M
31,367
+34%
减持
WMT
WALMART INC
-$1.6M
39,778
-32%
减持
AMZN
AMAZON COM INC
-$1.6M
17,938
-29%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.3M
9,501
-24%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.2M
47,490
-46%
减持
MSFT
MICROSOFT CORP
-$1.1M
9,283
-22%
减持
IVE
ISHARES TR
-$1.0M
37,304
-17%
减持
VDC
VANGUARD WORLD FD
-$1.0M
6,576
-41%
减持
NFLX
NETFLIX INC
-$1.0M
2,940
-13%
减持
JPM
JPMORGAN CHASE & CO.
-$999.0K
14,614
-24%
建仓
ILCG
ISHARES TR
+$846.4K
8,115
建仓
VUG
VANGUARD INDEX FDS
+$797.1K
1,662
减持
COST
COSTCO WHSL CORP NEW
-$755.6K
2,432
-20%
减持
RTX
RTX CORPORATION
-$732.6K
15,735
-32%
减持
IEV
ISHARES TR
-$723.6K
43,220
-23%
减持
SPYG
SPDR SERIES TRUST
-$718.2K
32,881
-25%
减持
TMUS
T-MOBILE US INC
-$698.2K
8,179
-27%
建仓
VB
VANGUARD INDEX FDS
+$687.9K
2,705
增持
GOOG
ALPHABET INC
+$636.4K
6,788
+18%
减持
PGR
PROGRESSIVE CORP
-$612.2K
6,752
-21%
减持
V
VISA INC
-$599.6K
7,395
-16%
减持
APRT
AIM ETF PRODUCTS TRUST
-$597.0K
27,596
-37%
减持
SHW
SHERWIN WILLIAMS CO
-$588.0K
4,852
-27%
减持
GLD
SPDR GOLD TR
-$561.7K
9,592
-26%
减持
MART
AIM ETF PRODUCTS TRUST
-$547.6K
15,050
-52%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$533.9K
2,649
增持
IWS
ISHARES TR
+$529.6K
10,563
+48%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$525.7K
1,863
减持
IWD
ISHARES TR
-$515.6K
1,582
-63%
减持
NEE
NEXTERA ENERGY INC
-$488.9K
34,674
-23%
减持
LMT
LOCKHEED MARTIN CORP
-$486.9K
2,015
-37%
建仓
KO
COCA COLA CO
+$461.9K
6,965
减持
QQQ
INVESCO QQQ TR
-$452.5K
5,468
-19%
减持
META
META PLATFORMS INC
-$430.7K
2,839
-17%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$423.7K
4,668
-20%
建仓
VTV
VANGUARD INDEX FDS
+$421.3K
2,259
建仓
ILCV
ISHARES TR
+$392.5K
4,360
建仓
WEC
WEC ENERGY GROUP INC
+$392.4K
3,424
建仓
ECL
ECOLAB INC
+$375.2K
1,370
建仓
VOO
VANGUARD INDEX FDS
+$365.6K
597
增持
PG
PROCTER AND GAMBLE CO
+$355.7K
5,177
+88%
建仓
XYL
XYLEM INC
+$353.5K
2,397
建仓
CVX
CHEVRON CORP NEW
+$353.5K
2,276
减持
WAB
WABTEC
-$342.2K
5,039
-22%
减持
BUFZ
FIRST TR EXCHNG TRADED FD VI
-$339.4K
26,648
-35%
清仓
VHT
VANGUARD WORLD FD
-$337.7K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$333.8K
4,488
建仓
GS
GOLDMAN SACHS GROUP INC
+$321.2K
403
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$302.0K
24,146
-24%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$288.9K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$281.2K
1,173
增持
—
ASML HOLDING N V
+$280.0K
1,251
+8%
减持
IYF
ISHARES TR
-$279.6K
13,093
-18%
减持
SYK
STRYKER CORPORATION
-$265.2K
3,412
-12%
增持
CSB
VICTORY PORTFOLIOS II
+$264.7K
9,044
+85%
减持
IWR
ISHARES TR
-$257.3K
16,709
-18%
建仓
CMI
CUMMINS INC
+$250.9K
594
建仓
EVSM
MORGAN STANLEY ETF TRUST
+$250.1K
4,958
增持
VTI
VANGUARD INDEX FDS
+$247.2K
1,735
+64%
建仓
—
NEBIUS GROUP N.V.
+$245.3K
2,185
建仓
XLF
SELECT SECTOR SPDR TR
+$235.0K
4,363
减持
AAPL
APPLE INC
+$234.2K
31,740
-17%
清仓
YDEC
FIRST TR EXCHNG TRADED FD VI
-$227.4K
0
-100%
清仓
DE
DEERE & CO
-$226.3K
0
-100%
清仓
DXCM
DEXCOM INC
-$224.9K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$218.4K
4,969
减持
MAYT
AIM ETF PRODUCTS TRUST
-$210.7K
35,053
-17%
清仓
BILS
SPDR SERIES TRUST
-$210.7K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$203.5K
1,258
增持
VEA
VANGUARD TAX-MANAGED FDS
+$196.4K
7,831
+64%
减持
VO
VANGUARD INDEX FDS
-$179.3K
1,536
-32%
减持
XLU
SELECT SECTOR SPDR TR
-$179.0K
12,493
-20%
减持
DHR
DANAHER CORPORATION
-$178.6K
2,244
-29%
减持
IVV
ISHARES TR
-$178.4K
1,409
-22%
减持
CRM
SALESFORCE INC
-$171.9K
3,107
-7%
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
-$167.5K
11,393
-38%
增持
IWV
ISHARES TR
+$163.9K
5,690
+0%
减持
QTUM
ETF SER SOLUTIONS
+$163.5K
37,759
-9%
减持
MA
MASTERCARD INCORPORATED
-$156.0K
1,213
-19%
增持
JULT
AIM ETF PRODUCTS TRUST
+$142.4K
10,838
+36%
减持
DECT
AIM ETF PRODUCTS TRUST
-$141.9K
18,947
-22%
减持
—
MEDTRONIC PLC
-$126.1K
8,992
-20%
减持
ABT
ABBOTT LABS
-$110.1K
3,381
-18%
减持
JUNT
AIM ETF PRODUCTS TRUST
-$109.6K
15,299
-20%
减持
AUGT
AIM ETF PRODUCTS TRUST
-$109.6K
13,095
-24%
增持
BAC
BANK AMERICA CORP
+$105.6K
8,249
+22%
减持
SEPT
AIM ETF PRODUCTS TRUST
-$104.6K
23,121
-17%
减持
MU
MICRON TECHNOLOGY INC
+$99.9K
4,668
-16%
增持
NOW
SERVICENOW INC
+$92.7K
389
+51%
减持
GOOGL
ALPHABET INC
+$87.0K
17,102
-26%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$82.4K
11,626
-25%
增持
—
EXXON MOBIL CORP
+$80.9K
4,123
+16%
减持
PVAL
PUTNAM ETF TRUST
-$78.8K
6,419
-27%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$76.7K
1,289
-27%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$66.5K
5,900
-30%
减持
LLY
ELI LILLY & CO
-$61.8K
2,242
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$60.9K
1,130
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$57.2K
2,896
-3%
减持
GJUL
FIRST TR EXCHNG TRADED FD VI
-$54.0K
11,895
-14%
减持
PAVE
GLOBAL X FDS
+$53.3K
20,639
-3%
减持
AVGO
BROADCOM INC
+$49.2K
1,004
-2%
减持
TSLA
TESLA INC
+$48.4K
1,161
-21%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$47.0K
774
-4%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$46.8K
19,051
-21%
减持
GMAY
FIRST TR EXCHNG TRADED FD VI
-$44.6K
7,192
-16%
减持
GE
GE AEROSPACE
+$44.5K
1,081
-1%
减持
PH
PARKER-HANNIFIN CORP
-$38.1K
441
-17%
减持
IWP
ISHARES TR
-$33.5K
12,546
-4%
减持
ICLN
ISHARES TR
-$24.4K
11,597
-25%
减持
GERN
GERON CORP
-$24.4K
313,726
-3%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$23.3K
25,841
-5%
减持
VGT
VANGUARD WORLD FD
+$20.8K
654
-7%
增持
ITW
ILLINOIS TOOL WKS INC
+$19.1K
1,135
+1%
减持
HD
HOME DEPOT INC
+$14.4K
582
-4%
增持
CSCO
CISCO SYS INC
+$14.3K
5,490
+5%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$13.4K
549
+7%
减持
VCR
VANGUARD WORLD FD
+$12.5K
1,756
-7%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$8.5K
1,414
-13%
增持
DIS
DISNEY WALT CO
-$5.0K
2,972
+7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.9K
3,859
+1%
