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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 131 项
建仓 13
增持 102
减持 8
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IWF
ISHARES TR
+$5.4M
40,134
+38%
增持
AAPL
APPLE INC
+$4.1M
44,846
+41%
增持
SPY
SPDR S&P 500 ETF TR
+$3.8M
16,503
+47%
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
GOOGL
ALPHABET INC
+$3.4M
24,045
+41%
增持
IVE
ISHARES TR
+$2.9M
50,118
+34%
增持
WMT
WALMART INC
+$2.4M
58,169
+46%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.3M
14,079
+48%
增持
AMZN
AMAZON COM INC
+$2.1M
26,297
+47%
增持
IEV
ISHARES TR
+$1.8M
67,061
+55%
增持
RTX
RTX CORPORATION
+$1.7M
23,761
+51%
增持
QTUM
ETF SER SOLUTIONS
+$1.7M
51,740
+37%
增持
JPM
JPMORGAN CHASE & CO.
+$1.7M
19,437
+33%
增持
GLD
SPDR GOLD TR
+$1.6M
12,703
+32%
增持
TJX
TJX COS INC NEW
+$1.5M
39,243
+25%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.4M
88,123
+86%
增持
NEE
NEXTERA ENERGY INC
+$1.3M
48,933
+41%
增持
QQQ
INVESCO QQQ TR
+$1.3M
7,467
+37%
增持
SPYG
SPDR SERIES TRUST
+$1.3M
44,109
+34%
增持
MU
MICRON TECHNOLOGY INC
+$1.1M
6,526
+40%
增持
MSFT
MICROSOFT CORP
+$1.1M
12,164
+31%
增持
V
VISA INC
+$903.1K
9,774
+32%
增持
IYF
ISHARES TR
+$868.4K
19,596
+50%
增持
NVDA
NVIDIA CORPORATION
+$862.2K
40,226
+13%
增持
VDC
VANGUARD WORLD FD
+$848.3K
10,670
+62%
清仓
VUG
VANGUARD INDEX FDS
-$797.1K
0
-100%
增持
PAVE
GLOBAL X FDS
+$779.7K
36,885
+79%
增持
LLY
ELI LILLY & CO
+$751.8K
2,291
+2%
增持
IWD
ISHARES TR
+$695.9K
4,840
+206%
建仓
VTWG
VANGUARD SCOTTSDALE FDS
+$693.1K
2,937
增持
GOOG
ALPHABET INC
+$686.4K
7,456
+10%
增持
APRT
AIM ETF PRODUCTS TRUST
+$650.6K
42,606
+54%
增持
COST
COSTCO WHSL CORP NEW
+$621.0K
3,331
+37%
增持
MART
AIM ETF PRODUCTS TRUST
+$616.8K
30,575
+103%
增持
VO
VANGUARD INDEX FDS
+$590.9K
3,591
+134%
增持
META
META PLATFORMS INC
+$569.5K
4,022
+42%
建仓
NLR
VANECK ETF TRUST
+$552.8K
4,451
增持
SYK
STRYKER CORPORATION
+$526.7K
5,087
+49%
增持
—
EXXON MOBIL CORP
+$510.0K
8,101
+96%
建仓
UPS
UNITED PARCEL SERVICE INC
+$460.3K
4,641
增持
DECT
AIM ETF PRODUCTS TRUST
+$456.6K
30,782
+62%
增持
—
ASML HOLDING N V
+$452.8K
1,556
+24%
增持
IWR
ISHARES TR
+$427.2K
21,195
+27%
清仓
VTV
VANGUARD INDEX FDS
-$421.3K
0
-100%
增持
IWP
ISHARES TR
+$408.1K
16,027
+28%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$394.5K
6,860
+47%
增持
WAB
WABTEC
+$371.1K
6,472
+28%
清仓
VOO
VANGUARD INDEX FDS
-$365.6K
0
-100%
建仓
VHT
VANGUARD WORLD FD
+$359.7K
1,250
增持
MAYT
AIM ETF PRODUCTS TRUST
+$348.9K
43,712
+25%
增持
SHW
SHERWIN WILLIAMS CO
+$348.4K
6,261
+29%
增持
PGR
PROGRESSIVE CORP
+$347.1K
8,847
+31%
增持
CRM
SALESFORCE INC
+$344.2K
4,079
+31%
清仓
BND
VANGUARD BD INDEX FDS
-$333.8K
0
-100%
建仓
NVBT
AIM ETF PRODUCTS TRUST
+$333.0K
9,037
增持
ECL
ECOLAB INC
+$321.2K
2,653
+94%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$311.9K
17,006
+46%
增持
RPG
INVESCO EXCHANGE TRADED FD T
+$311.2K
31,355
+30%
减持
VB
VANGUARD INDEX FDS
-$307.6K
1,474
-46%
增持
CSB
VICTORY PORTFOLIOS II
+$303.1K
14,298
+58%
增持
IVV
ISHARES TR
+$288.1K
1,797
+28%
清仓
XLY
SELECT SECTOR SPDR TR
-$281.2K
0
-100%
增持
IWS
ISHARES TR
+$280.5K
12,448
+18%
建仓
GEV
GE VERNOVA INC
+$275.2K
421
建仓
AXP
AMERICAN EXPRESS CO
+$273.0K
738
增持
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$272.8K
36,298
+36%
增持
DIS
DISNEY WALT CO
+$259.0K
5,268
+77%
建仓
CAT
CATERPILLAR INC
+$248.1K
433
清仓
—
NEBIUS GROUP N.V.
-$245.3K
0
-100%
增持
SEPT
AIM ETF PRODUCTS TRUST
+$244.6K
29,623
+28%
建仓
IWM
ISHARES TR
+$243.5K
989
增持
GS
GOLDMAN SACHS GROUP INC
+$242.9K
642
+59%
增持
XYL
XYLEM INC
+$238.6K
4,348
+81%
清仓
XLF
SELECT SECTOR SPDR TR
-$235.0K
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$232.9K
645
+46%
增持
DHR
DANAHER CORPORATION
+$232.2K
2,958
+32%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$219.0K
1,232
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$218.8K
23,717
+24%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$218.4K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$213.9K
30,533
+144%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$212.9K
1,870
建仓
DE
DEERE & CO
+$207.3K
445
增持
—
MEDTRONIC PLC
+$207.0K
11,071
+23%
建仓
JANT
AIM ETF PRODUCTS TRUST
+$205.1K
4,973
增持
LMT
LOCKHEED MARTIN CORP
+$203.9K
2,501
+24%
增持
TSLA
TESLA INC
+$194.7K
1,581
+36%
增持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$193.7K
18,692
+64%
减持
VTI
VANGUARD INDEX FDS
-$192.8K
1,123
-35%
增持
GE
GE AEROSPACE
+$191.9K
1,679
+55%
增持
KO
COCA COLA CO
+$186.3K
9,272
+33%
增持
AMD
ADVANCED MICRO DEVICES INC
+$169.3K
1,741
+38%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$165.8K
2,334
+25%
增持
MA
MASTERCARD INCORPORATED
+$164.4K
1,497
+23%
增持
JUNT
AIM ETF PRODUCTS TRUST
+$153.5K
19,196
+25%
减持
GERN
GERON CORP
-$127.8K
228,791
-27%
增持
PVAL
PUTNAM ETF TRUST
+$126.1K
8,784
+37%
增持
AVGO
BROADCOM INC
+$124.1K
1,316
+31%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$115.2K
1,848
+31%
增持
AUGT
AIM ETF PRODUCTS TRUST
+$97.2K
15,541
+19%
增持
NFLX
NETFLIX INC
+$95.2K
38,609
+1213%
增持
ICLN
ISHARES TR
+$92.8K
16,576
+43%
增持
JULT
AIM ETF PRODUCTS TRUST
+$91.7K
12,639
+17%
增持
GJUL
FIRST TR EXCHNG TRADED FD VI
+$90.6K
13,865
+17%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$90.1K
8,419
+43%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$81.0K
788
+2%
增持
GJUN
FIRST TR EXCHNG TRADED FD VI
+$78.0K
27,341
+6%
增持
PG
PROCTER AND GAMBLE CO
+$68.7K
6,030
+16%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$58.0K
1,579
+22%
增持
CSCO
CISCO SYS INC
+$53.8K
5,575
+2%
增持
CMI
CUMMINS INC
+$52.7K
595
+0%
增持
IWV
ISHARES TR
+$51.2K
5,706
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$49.8K
1,203
+6%
减持
MRSH
MARSH & MCLENNAN COS INC
-$47.0K
2,624
-1%
增持
BAC
BANK AMERICA CORP
+$46.6K
8,584
+4%
增持
ILCV
ISHARES TR
+$44.2K
4,628
+6%
增持
VCR
VANGUARD WORLD FD
+$40.9K
1,869
+6%
增持
ILCG
ISHARES TR
+$38.4K
8,504
+5%
增持
TMUS
T-MOBILE US INC
+$37.0K
9,825
+20%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$36.2K
554
+1%
增持
PEP
PEPSICO INC
+$34.3K
2,120
+10%
减持
WEC
WEC ENERGY GROUP INC
-$34.0K
3,398
-1%
增持
HD
HOME DEPOT INC
-$26.0K
610
+5%
增持
GMAY
FIRST TR EXCHNG TRADED FD VI
+$23.1K
7,607
+6%
增持
XLK
SELECT SECTOR SPDR TR
+$18.9K
5,800
+100%
增持
ABT
ABBOTT LABS
+$18.1K
3,759
+11%
减持
CVX
CHEVRON CORP NEW
-$16.0K
2,215
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$15.3K
7,756
-1%
增持
ITW
ILLINOIS TOOL WKS INC
-$15.1K
1,140
+0%
减持
VGT
VANGUARD WORLD FD
-$7.6K
637
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.8K
3,933
+2%
增持
NOW
SERVICENOW INC
+$4.3K
2,365
+508%
增持
EVSM
MORGAN STANLEY ETF TRUST
+$2.2K
5,008
+1%
