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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 125 项
建仓 15
增持 75
减持 32
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
CSB
VICTORY PORTFOLIOS II
+$6.0M
111,016
+676%
增持
VTWG
VANGUARD SCOTTSDALE FDS
+$5.0M
24,847
+746%
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$4.1M
53,916
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
XAR
SPDR SERIES TRUST
+$2.1M
8,251
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$2.0M
20,450
+24%
增持
VB
VANGUARD INDEX FDS
+$2.0M
8,912
+505%
增持
IWF
ISHARES TR
-$1.5M
41,006
+2%
增持
MSFT
MICROSOFT CORP
-$1.2M
12,717
+5%
增持
NEE
NEXTERA ENERGY INC
+$990.1K
52,955
+8%
建仓
GLDM
WORLD GOLD TR
+$968.6K
10,450
增持
WMT
WALMART INC
+$839.8K
58,903
+1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$777.2K
3,662
+10%
减持
NVDA
NVIDIA CORPORATION
-$723.4K
38,869
-3%
增持
PAVE
GLOBAL X FDS
+$692.6K
48,323
+31%
增持
AAPL
APPLE INC
-$560.5K
45,831
+2%
增持
—
ASML HLDG NV
+$512.8K
1,648
+6%
增持
AMZN
AMAZON COM INC
-$510.3K
26,694
+2%
增持
TJX
TJX COS INC NEW
+$508.3K
40,930
+4%
增持
GOOGL
ALPHABET INC
-$471.4K
24,533
+2%
增持
IEV
ISHARES TR
+$467.9K
74,600
+11%
建仓
APD
AIR PRODUCTS AND CHEMICALS I
+$464.8K
1,600
增持
JPM
JPMORGAN CHASE & CO
-$460.9K
19,725
+1%
增持
GERN
GERON CORP
+$455.6K
508,474
+122%
建仓
PANW
PALO ALTO NETWORKS INC
+$452.9K
2,825
增持
VO
VANGUARD INDEX FDS
+$448.1K
5,189
+45%
增持
SYK
STRYKER CORPORATION
+$438.4K
6,776
+33%
建仓
SPYI
NEOS ETF TRUST
+$437.5K
8,862
增持
IVE
ISHARES TR
+$434.5K
52,394
+5%
增持
NLR
VANECK ETF TRUST
+$412.8K
7,250
+63%
减持
GOOG
ALPHABET INC
-$403.0K
6,751
-9%
增持
SPYG
SPDR SERIES TRUST
+$388.0K
52,032
+18%
增持
ECL
ECOLAB INC
+$372.0K
4,016
+51%
减持
GLD
SPDR GOLD TR
+$365.0K
12,548
-1%
减持
—
EXXON MOBIL CORP
+$361.6K
7,878
-3%
增持
LLY
ELI LILLY & CO
-$351.5K
2,295
+0%
减持
MU
MICRON TECHNOLOGY INC
-$349.1K
4,480
-31%
增持
V
VISA INC
-$343.7K
10,204
+4%
建仓
AXON
AXON ENTERPRISE INC
+$299.1K
704
增持
IWS
ISHARES TR
+$280.5K
13,972
+12%
增持
RTX
RTX CORPORATION
+$276.3K
24,023
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$275.8K
2,458
-2%
建仓
QQQI
NEOS ETF TRUST
+$263.2K
5,297
增持
CRM
SALESFORCE INC
-$255.6K
4,419
+8%
增持
NFLX
NETFLIX INC.
+$248.1K
40,230
+4%
建仓
TYL
TYLER TECHNOLOGIES INC
+$246.5K
720
建仓
FEBT
AIM ETF PRODUCTS TRUST
+$243.7K
6,505
增持
META
META PLATFORMS INC
-$238.8K
4,223
+5%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$237.7K
4,735
建仓
—
NEBIUS GROUP N.V.
+$226.7K
2,185
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$225.1K
0
-100%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$225.1K
1,932
+5%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$219.0K
0
-100%
清仓
HD
HOME DEPOT INC
-$209.9K
0
-100%
建仓
MRK
MERCK & CO INC
+$209.5K
1,741
增持
GE
GE AEROSPACE
+$203.9K
2,541
+51%
建仓
CSX
CSX CORP
+$203.6K
4,960
增持
MART
AIM ETF PRODUCTS TRUST
+$203.4K
36,174
+18%
增持
PH
PARKER-HANNIFIN CORP
+$202.2K
859
+33%
建仓
T
AT&T INC
+$201.1K
6,936
减持
WAB
WABTEC
+$193.2K
6,300
-3%
增持
QQQ
INVESCO QQQ TR
+$184.1K
8,266
+11%
增持
IYF
ISHARES TR
+$183.0K
23,029
+18%
增持
VDC
VANGUARD WORLD FD
+$153.4K
10,718
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$143.7K
837
+30%
增持
CVX
CHEVRON CORPORATION
+$142.3K
2,319
+5%
减持
DHR
DANAHER CORP DEL
-$134.1K
2,864
-3%
减持
DECT
AIM ETF PRODUCTS TRUST
-$132.5K
28,015
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$125.0K
14,507
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$122.8K
2,346
+1%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$118.9K
85,880
-3%
增持
QTUM
ETF SER SOLUTIONS
+$112.3K
53,924
+4%
增持
CAT
CATERPILLAR INC
+$111.0K
507
+17%
增持
TSLA
TESLA INC
-$103.9K
1,633
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$103.9K
8,174
+19%
增持
—
MEDTRONIC PLC
-$103.6K
11,077
+0%
减持
SHW
SHERWIN WILLIAMS CO
-$99.9K
6,017
-4%
增持
GEV
GE VERNOVA INC
+$96.9K
426
+1%
减持
ABT
ABBOTT LABORATORIES
-$95.0K
3,662
-3%
减持
IVV
ISHARES TR
-$93.8K
1,741
-3%
增持
IWR
ISHARES TR
+$92.3K
21,936
+3%
增持
JANT
AIM ETF PRODUCTS TRUST
+$90.8K
7,375
+48%
增持
IWV
ISHARES TR
-$88.0K
5,718
+0%
增持
IWP
ISHARES TR
-$86.5K
16,456
+3%
减持
ILCG
ISHARES TR
-$81.3K
8,415
-1%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$75.9K
24,240
+2%
增持
NOW
SERVICENOW INC
-$73.7K
2,760
+17%
减持
XLU
SELECT SECTOR SPDR TR
+$72.0K
29,972
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$70.5K
785
-0%
减持
SEPT
AIM ETF PRODUCTS TRUST
-$69.6K
28,299
-4%
增持
VCR
VANGUARD WORLD FD
-$64.1K
1,872
+0%
增持
MA
MASTERCARD INCORPORATED
+$63.4K
1,837
+23%
减持
MAYT
AIM ETF PRODUCTS TRUST
-$53.3K
42,190
-3%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$52.7K
30,185
-4%
增持
BAC
BANK AMERICA CORP
-$51.2K
8,634
+1%
减持
NVBT
AIM ETF PRODUCTS TRUST
-$49.8K
7,912
-12%
增持
AXP
AMERICAN EXPRESS CO
-$49.5K
739
+0%
增持
DE
DEERE & CO
+$44.2K
447
+0%
增持
XLK
SELECT SECTOR SPDR TR
-$43.3K
5,957
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$41.8K
1,205
+0%
增持
XYL
XYLEM INC
+$40.2K
5,292
+22%
减持
AMD
ADVANCED MICRO DEVICES INC
-$39.6K
1,638
-6%
减持
MRSH
MARSH & MCLENNAN COS INC
-$38.7K
2,583
-2%
增持
IWD
ISHARES TR
+$38.3K
4,944
+2%
减持
AUGT
AIM ETF PRODUCTS TRUST
-$37.6K
14,817
-5%
减持
VGT
VANGUARD WORLD FD
-$36.7K
636
-0%
增持
AVGO
BROADCOM INC
+$34.3K
1,582
+20%
减持
JUNT
AIM ETF PRODUCTS TRUST
-$34.3K
18,452
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$31.7K
7,066
-9%
减持
JULT
AIM ETF PRODUCTS TRUST
-$27.3K
12,281
-3%
增持
PGR
PROGRESSIVE CORP
+$25.0K
10,288
+16%
增持
DIS
DISNEY WALT CO
+$24.3K
6,471
+23%
增持
IWM
ISHARES TR
+$23.6K
1,077
+9%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$21.5K
17,427
+2%
增持
VHT
VANGUARD WORLD FD
-$18.4K
1,253
+0%
增持
VTI
VANGUARD INDEX FDS
-$15.1K
1,127
+0%
减持
TMUS
T-MOBILE US INC
-$14.5K
9,429
-4%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
-$11.3K
1,873
+0%
减持
ITW
ILLINOIS TOOL WKS INC
+$8.9K
1,113
-2%
增持
PG
PROCTER & GAMBLE CO
+$7.3K
6,033
+0%
减持
CSCO
CISCO SYS INC
-$7.1K
5,443
-2%
减持
APRT
AIM ETF PRODUCTS TRUST
-$5.9K
41,600
-2%
减持
PEP
PEPSICO INC
+$4.6K
1,989
-6%
增持
UPS
UNITED PARCEL SVCS INC
-$2.6K
4,653
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.5K
1,584
+0%
增持
EVSM
MORGAN STANLEY ETF TRUST
+$231
5,031
+0%
