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Invera Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Invera Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001976780
持仓数
98
前50大市值合计
$132.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 95 项
建仓 2
增持 2
减持 57
清仓 34
方向
标的
Δ市值
现股数(环比)
清仓
MSFT
MICROSOFT CORP
-$5.9M
0
-100%
清仓
IGIB
ISHARES TR
-$4.4M
0
-100%
清仓
ESGU
ISHARES TR
-$3.5M
0
-100%
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
TJX
TJX COS INC NEW
-$3.4M
0
-100%
清仓
FISV
FISERV INC
-$2.9M
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$2.8M
0
-100%
清仓
IJR
ISHARES TR
-$2.5M
0
-100%
清仓
HD
HOME DEPOT INC
-$2.3M
0
-100%
清仓
—
LAM RESEARCH CORP
-$1.9M
0
-100%
清仓
CMI
CUMMINS INC
-$1.8M
0
-100%
减持
MDYV
SPDR S&P 400 MID CAP VALUE ETF
-$1.4M
9,909
-83%
增持
NZAC
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF
+$1.3M
51,570
+144%
减持
EW
EDWARDS LIFESCIENCES CORPORATION
+$1.3M
31,078
-15%
清仓
CMF
ISHARES TR
-$1.2M
0
-100%
清仓
AGG
ISHARES TR
-$1.2M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$1.2M
0
-100%
清仓
UNP
UNION PAC CORP
-$1.1M
0
-100%
清仓
LOW
LOWES COS INC
-$1.1M
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$1.1M
0
-100%
清仓
HAL
HALLIBURTON CO
-$1.1M
0
-100%
清仓
DIS
DISNEY WALT CO
-$1.1M
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$1.0M
0
-100%
清仓
—
JUNIPER NETWORKS INC
-$1.0M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$986.6K
0
-100%
清仓
ICLN
ISHARES TR
-$798.7K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$731.2K
0
-100%
清仓
IVV
ISHARES TR
-$674.1K
0
-100%
减持
AAPL
APPLE INCORPORATED
-$661.9K
30,410
-49%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$659.3K
0
-100%
减持
—
STERIS PLC SHS USD
+$630.7K
7,061
-1%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$625.6K
5,080
-9%
清仓
WMT
WALMART INC
-$624.1K
0
-100%
减持
META
META PLATFORMS INCORPORATED CLASS A
+$603.9K
3,749
-48%
清仓
CPT
CAMDEN PPTY TR
-$548.7K
0
-100%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$544.2K
29,877
-49%
减持
NVDA
NVIDIA CORPORATION
+$532.5K
4,877
-66%
清仓
INTC
INTEL CORP
-$517.3K
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$504.9K
0
-100%
减持
FANG
DIAMONDBACK ENERGY INCORPORATED
+$470.5K
8,141
-45%
减持
—
TRANE TECHNOLOGIES PLC SHS
+$425.7K
15,634
-53%
清仓
IGLB
ISHARES TR
-$397.5K
0
-100%
减持
SUSC
ISHARES TR ESG AWRE USD ETF
-$393.4K
196,745
-52%
清仓
IWR
ISHARES TR
-$369.2K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$357.9K
0
-100%
减持
USXF
ISHARES TR ESG MSCI USA ETF
+$342.1K
166,852
-50%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$331.7K
6,187
-48%
减持
ALL
ALLSTATE CORPORATION
+$319.1K
11,055
-50%
增持
DVN
DEVON ENERGY CORPORATION NEW
+$309.4K
10,603
+2%
建仓
AMT
AMERICAN TOWER CORPORATION NEW REIT
+$267.1K
1,562
减持
AMZN
AMAZON COM INCORPORATED
+$261.9K
9,767
-50%
建仓
TGT
TARGET CORPORATION
+$252.9K
1,518
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$250.3K
12,922
-9%
减持
EAGG
ISHARES TR ESG AWR US AGRGT
+$248.3K
22,150
-31%
减持
—
EATON CORPORATION PLC SHS
+$247.9K
5,105
-54%
清仓
VTI
VANGUARD INDEX FDS
-$247.0K
0
-100%
减持
SPGI
S&P GLOBAL INCORPORATED
-$237.9K
7,983
-50%
清仓
CAG
CONAGRA BRANDS INC
-$237.7K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INCORPORATED
+$194.9K
14,615
-48%
减持
—
MEDTRONIC PLC SHS
+$193.5K
5,778
-10%
减持
EMXF
ISHARES TR EGSADVNCDMSCI EM
+$173.8K
109,273
-46%
减持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
+$155.2K
113,827
-49%
减持
MPC
MARATHON PETE CORPORATION
+$153.8K
5,755
-56%
减持
IEFA
ISHARES TR CORE MSCI EAFE
+$141.9K
58,395
-48%
减持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
-$124.0K
3,195
-50%
减持
EUSB
ISHARES TR ESG ADV TTL USD
+$119.3K
10,219
-28%
减持
NUMV
NUVEEN ESG MID-CAP VALUE ETF
+$116.6K
65,600
-48%
减持
IEMG
ISHARES INCORPORATED CORE MSCI EMKT
+$114.9K
72,872
-48%
减持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
-$114.7K
10,882
-52%
减持
—
NXP SEMICONDUCTORS N V
-$113.2K
7,633
-51%
减持
MRK
MERCK & COMPANY INCORPORATED
+$107.7K
10,379
-52%
减持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$94.5K
19,302
-51%
减持
HCA
HCA HEALTHCARE INCORPORATED
+$89.2K
3,641
-50%
减持
CRM
SALESFORCE INCORPORATED
+$84.8K
6,745
-49%
减持
V
VISA INCORPORATED COM CLASS A
+$84.8K
6,692
-50%
减持
JPM
JPMORGAN CHASE & COMPANY
+$81.8K
26,597
-52%
减持
ESML
ISHARES TR ESG AWARE MSCI
-$74.7K
89,717
-50%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$74.4K
3,213
-49%
减持
DMXF
ISHARES TR ESG EAFE ETF
+$73.3K
69,251
-50%
减持
IQV
IQVIA HLDGS INCORPORATED
-$68.4K
14,460
-50%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
+$66.6K
2,033
-51%
减持
ICE
INTERCONTINENTAL EXCHANGE INCORPORATED
+$52.1K
26,686
-50%
减持
ABT
ABBOTT LABS
-$45.8K
9,330
-50%
减持
CSCO
CISCO SYSTEMS INCORPORATED
-$39.6K
10,853
-51%
减持
AVGO
BROADCOM INCORPORATED
+$37.9K
836
-54%
减持
—
BUNGE GLOBAL SA COM SHS
+$37.7K
2,825
-46%
减持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
-$32.8K
19,980
-51%
减持
—
CHUBB LIMITED
+$31.8K
3,936
-52%
减持
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
+$28.3K
6,540
-48%
减持
CME
CME GROUP INCORPORATED
-$20.5K
3,660
-51%
减持
ABBV
ABBVIE INCORPORATED
+$19.1K
2,000
-50%
减持
BBY
BEST BUY INCORPORATED
-$13.7K
6,597
-50%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$6.9K
7,460
-52%
减持
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF
+$5.5K
23,555
-50%
减持
GOVT
ISHARES TR US TREAS BD ETF
-$3.8K
16,802
-49%
减持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$1.0K
12,007
-50%
