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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 94 项
建仓 48
增持 41
减持 1
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
USXF
ISHARES TR ESG MSCI USA ETF
+$6.7M
344,804
+93%
建仓
AAPL
APPLE INC
+$5.7M
25,741
建仓
IGIB
ISHARES TR
+$5.6M
106,463
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
SUSC
ISHARES TR ESG AWRE USD ETF
+$5.6M
464,666
+105%
建仓
MSFT
MICROSOFT CORP
+$5.2M
13,882
增持
DMXF
ISHARES TR ESG EAFE ETF
+$4.6M
138,058
+97%
增持
EMXF
ISHARES TR EGSADVNCDMSCI EM
+$4.2M
225,474
+96%
增持
NZAC
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF
+$4.1M
253,100
+96%
增持
IEFA
ISHARES TR CORE MSCI EAFE
+$4.1M
113,314
+84%
增持
NULV
NUVEEN ESG LARGE CAP VALUE ETF
+$3.8M
190,660
+100%
增持
IEMG
ISHARES INCORPORATED CORE MSCI EMKT
+$3.7M
147,954
+84%
建仓
TJX
TJX COS INC NEW
+$3.4M
28,033
建仓
—
TRANE TECHNOLOGIES PLC
+$3.1M
9,296
增持
ESML
ISHARES TR ESG AWARE MSCI
+$2.8M
176,824
+95%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.7M
5,017
建仓
FISV
FISERV INC
+$2.6M
11,758
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$2.4M
49,482
+85%
建仓
AGG
ISHARES TR
+$2.3M
22,768
增持
JPM
JPMORGAN CHASE COMPANY
+$2.2M
35,601
+46%
建仓
IJR
ISHARES TR
+$2.2M
21,123
建仓
CMI
CUMMINS INC
+$2.1M
6,665
增持
NUMV
NUVEEN ESG MID CAP VALUE ETF
+$2.1M
127,164
+101%
增持
IQV
IQVIA HLDGS INCORPORATED
+$2.1M
28,104
+99%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$2.0M
27,925
减持
SPGI
SP GLOBAL INCORPORATED
-$2.0M
3,436
-53%
增持
EAGG
ISHARES TR ESG AWR US AGRGT
+$2.0M
77,990
+115%
建仓
IVV
ISHARES TR
+$2.0M
3,579
增持
ICE
INTERCONTINENTAL EXCHANGE INCORPORATED
+$1.8M
22,496
+73%
建仓
LRCX
LAM RESEARCH CORP
+$1.7M
23,367
建仓
ALL
ALLSTATE CORP
+$1.7M
8,142
建仓
HD
HOME DEPOT INC
+$1.7M
4,558
增持
V
VISA INCORPORATED COM CLASS A
+$1.6M
10,586
+64%
建仓
—
ACCENTURE PLC IRELAND
+$1.5M
4,891
建仓
—
STERIS PLC
+$1.4M
6,106
建仓
AMZN
AMAZON COM INC
+$1.3M
6,968
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
12,665
增持
HCA
HCA HEALTHCARE INCORPORATED
+$1.3M
7,068
+98%
建仓
DRI
DARDEN RESTAURANTS INC
+$1.3M
6,052
建仓
—
JOHNSON CTLS INTL PLC
+$1.3M
15,663
增持
BGRN
ISHARES TR USD GRN BOND ETF
+$1.2M
45,516
+124%
建仓
ABT
ABBOTT LABS
+$1.2M
9,092
增持
META
META PLATFORMS INCORPORATED CLASS A
+$1.2M
5,240
+79%
增持
FANG
DIAMONDBACK ENERGY INCORPORATED
+$1.2M
14,998
+113%
建仓
—
CHUBB LIMITED
+$1.2M
3,815
建仓
—
NXP SEMICONDUCTORS N V
+$1.2M
6,053
建仓
IGLB
ISHARES TR
+$1.1M
22,887
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$1.1M
5,385
建仓
DIS
DISNEY WALT CO
+$1.1M
11,367
建仓
JNJ
JOHNSON & JOHNSON
+$1.1M
6,660
建仓
MSI
MOTOROLA SOLUTIONS INC
+$1.1M
2,495
建仓
—
EATON CORP PLC
+$1.1M
3,994
增持
CME
CME GROUP INCORPORATED
+$1.1M
7,492
+92%
建仓
UNP
UNION PAC CORP
+$1.1M
4,534
建仓
CVX
CHEVRON CORP NEW
+$1.0M
6,134
建仓
APD
AIR PRODS & CHEMS INC
+$975.9K
3,309
建仓
SNPS
SYNOPSYS INC
+$928.5K
2,165
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$845.5K
16,840
增持
SLYV
SPDR SP 600 SMALL CAP VALUE ETF
+$823.7K
24,150
+102%
增持
DVN
DEVON ENERGY CORPORATION NEW
+$811.7K
39,602
+116%
增持
FIS
FIDELITY NATL INFORMATION SVCS
+$792.3K
22,340
+102%
建仓
TXN
TEXAS INSTRS INC
+$771.6K
4,294
增持
MDYV
SPDR SP 400 MID CAP VALUE ETF
+$761.8K
21,442
+101%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$760.5K
31,492
+85%
增持
CRM
SALESFORCE INCORPORATED
+$755.7K
9,842
+75%
增持
GOVT
ISHARES TR US TREAS BD ETF
+$721.5K
57,126
+117%
建仓
CMF
ISHARES TR
+$719.4K
12,783
增持
MPC
MARATHON PETE CORPORATION
+$701.5K
10,654
+93%
建仓
WMT
WALMART INC
+$682.7K
7,776
增持
COST
COSTCO WHSL CORP NEW
+$680.3K
2,472
+41%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
+$636.7K
41,902
+73%
增持
MRK
MERCK COMPANY INCORPORATED
+$610.6K
18,654
+69%
建仓
—
MEDTRONIC PLC
+$586.2K
6,523
清仓
SPYM
SPDR PORTFOLIO SP 500 ETF
-$564.5K
0
-100%
增持
NOBL
PROSHARES TR
+$533.3K
11,612
+81%
增持
ABBV
ABBVIE INCORPORATED
+$496.7K
4,000
+100%
建仓
IWR
ISHARES TR
+$386.9K
4,548
建仓
GILD
GILEAD SCIENCES INC
+$361.0K
3,222
增持
NEE
NEXTERA ENERGY INCORPORATED
+$358.6K
9,764
+103%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$328.8K
3,995
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$303.4K
3,452
+22%
建仓
VTI
VANGUARD INDEX FDS
+$285.8K
1,040
清仓
SPYV
SPDR PORTFOLIO SP 500 VALUE ETF
-$256.0K
0
-100%
建仓
ACWX
ISHARES TR
+$230.5K
4,157
建仓
—
BUNGE GLOBAL SA
+$227.0K
2,971
清仓
XLK
SPDR TECHNOLOGY SELECT SECTOR FUND
-$223.4K
0
-100%
建仓
MKC
MCCORMICK & CO INC
+$215.6K
2,619
建仓
CAG
CONAGRA BRANDS INC
+$210.5K
7,893
清仓
EMXC
ISHARES INCORPORATED MSCI EMRG CHN
-$200.5K
0
-100%
增持
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF
+$196.7K
26,774
+100%
增持
XLF
SPDR FINANCIAL SELECT SECTOR FUND
+$193.3K
8,192
+93%
增持
NVDA
NVIDIA CORPORATION
+$193.0K
45,830
+41%
增持
XLC
SPDR COMMUNICATION SERVICES SELECT SECTOR FUND
+$183.4K
4,316
+84%
增持
AVGO
BROADCOM INCORPORATED
-$56.9K
11,794
+39%
建仓
LXRX
LEXICON PHARMACEUTICALS INC
+$9.2K
20,000
