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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 64 项
建仓 4
增持 27
减持 13
清仓 20
方向
标的
Δ市值
现股数(环比)
清仓
AAPL
APPLE INCORPORATED
-$5.1M
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$4.5M
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORPORATION
-$2.7M
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
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$2.5M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INCORPORATED
-$2.3M
0
-100%
清仓
ALL
ALLSTATE CORPORATION
-$1.9M
0
-100%
清仓
AMZN
AMAZON COM INCORPORATED
-$1.8M
0
-100%
清仓
—
NXP SEMICONDUCTORS N V
-$1.7M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
45,534
+834%
清仓
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.6M
0
-100%
清仓
—
EATON CORPORATION PLC SHS
-$1.6M
0
-100%
清仓
—
STERIS PLC SHS USD
-$1.4M
0
-100%
增持
USXF
ISHARES TR ESG MSCI USA ETF
+$1.0M
168,896
+1%
清仓
ABT
ABBOTT LABS
-$982.2K
0
-100%
清仓
—
CHUBB LIMITED
-$965.9K
0
-100%
增持
IEMG
ISHARES INCORPORATED CORE MSCI EMKT
+$926.0K
82,619
+13%
增持
JPM
JPMORGAN CHASE COMPANY
+$780.1K
26,997
+2%
清仓
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
-$744.5K
0
-100%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$708.8K
28,937
-3%
增持
IEFA
ISHARES TR CORE MSCI EAFE
+$667.6K
64,117
+10%
建仓
BGRN
ISHARES TR USD GRN BOND ETF
+$602.1K
12,825
增持
SPGI
SP GLOBAL INCORPORATED
+$544.4K
8,128
+2%
增持
SUSC
ISHARES TR ESG AWRE USD ETF
+$523.3K
213,681
+9%
增持
AVGO
BROADCOM INCORPORATED
+$517.9K
916
+10%
清仓
BBY
BEST BUY INCORPORATED
-$501.4K
0
-100%
增持
EMXF
ISHARES TR EGSADVNCDMSCI EM
+$462.3K
111,234
+2%
清仓
—
MEDTRONIC PLC SHS
-$457.6K
0
-100%
清仓
EUSB
ISHARES TR ESG ADV TTL USD
-$426.2K
0
-100%
增持
DMXF
ISHARES TR ESG EAFE ETF
+$412.8K
70,388
+2%
建仓
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$390.8K
2,052
减持
ICE
INTERCONTINENTAL EXCHANGE INCORPORATED
+$367.5K
26,251
-2%
清仓
—
BUNGE GLOBAL SA COM SHS
-$300.9K
0
-100%
增持
NULV
NUVEEN ESG LARGE CAP VALUE ETF
+$277.2K
115,677
+2%
增持
ESML
ISHARES TR ESG AWARE MSCI
+$274.1K
90,727
+1%
清仓
AMT
AMERICAN TOWER CORPORATION NEW REIT
-$267.1K
0
-100%
建仓
NEE
NEXTERA ENERGY INCORPORATED
+$264.4K
3,540
清仓
TGT
TARGET CORPORATION
-$252.9K
0
-100%
减持
MPC
MARATHON PETE CORPORATION
-$247.0K
5,328
-7%
增持
EAGG
ISHARES TR ESG AWR US AGRGT
+$243.6K
26,716
+21%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
+$227.8K
1,977
-3%
建仓
EMXC
ISHARES INCORPORATED MSCI EMRG CHN
+$212.7K
3,446
减持
CRM
SALESFORCE INCORPORATED
-$193.8K
6,532
-3%
增持
FANG
DIAMONDBACK ENERGY INCORPORATED
+$192.5K
8,790
+8%
增持
NZAC
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF
+$184.8K
51,619
+0%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
+$155.6K
24,415
+26%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$151.2K
14,431
+33%
减持
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF
-$144.9K
15,037
-36%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$144.8K
16,076
+24%
增持
NUMV
NUVEEN ESG MID CAP VALUE ETF
+$144.3K
66,867
+2%
减持
META
META PLATFORMS INCORPORATED CLASS A
-$109.4K
3,456
-8%
增持
IQV
IQVIA HLDGS INCORPORATED
-$101.7K
14,506
+0%
增持
SLYV
SPDR SP 600 SMALL CAP VALUE ETF
+$94.5K
11,396
+5%
增持
V
VISA INCORPORATED COM CLASS A
+$92.5K
7,268
+9%
增持
HCA
HCA HEALTHCARE INCORPORATED
+$82.0K
3,664
+1%
增持
MRK
MERCK COMPANY INCORPORATED
+$54.4K
10,500
+1%
增持
MDYV
SPDR SP 400 MID CAP VALUE ETF
+$52.4K
10,042
+1%
减持
SPYD
SPDR PORTFOLIO SP 500 HIGH DIVIDEND ETF
+$39.9K
19,590
-2%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$26.8K
3,195
-1%
减持
GOVT
ISHARES TR US TREAS BD ETF
-$26.5K
15,198
-10%
增持
CME
CME GROUP INCORPORATED
-$26.2K
3,785
+3%
增持
DVN
DEVON ENERGY CORPORATION NEW
-$24.5K
11,219
+6%
减持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
-$16.7K
11,176
-7%
减持
NOBL
PROSHARES SP 500 DIVIDEND ARISTOCRATS ETF
-$10.4K
6,358
-3%
减持
SPYV
SPDR PORTFOLIO SP 500 VALUE ETF
+$2.7K
7,199
-3%
