Nova R Wealth, Inc. 13F 持仓 · 2026年Q2
Nova R Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 85 只证券，申报市值合计 3.43 亿美元。前几大持仓：VGIT（13.38%）、IVV（7.95%）、AVLV（6.90%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | $45.9M | 13.38% | 777,537 | 增持 |
| 2 | IVV | ISHARES TR | $27.3M | 7.95% | 36,391 | 减持 |
| 3 | AVLV | AMERICAN CENTY ETF TR | $23.6M | 6.90% | 259,158 | 增持 |
| 4 | VTI | VANGUARD INDEX FDS | $22.1M | 6.44% | 59,634 | 增持 |
| 5 | JMOM | J P MORGAN EXCHANGE TRADED F | $21.3M | 6.22% | 249,662 | 增持 |
| 6 | DFSD | DIMENSIONAL ETF TRUST | $19.4M | 5.66% | 406,451 | 增持 |
| 7 | VTIP | VANGUARD MALVERN FDS | $19.4M | 5.65% | 385,525 | 增持 |
| 8 | IEFA | ISHARES TR | $13.4M | 3.90% | 138,277 | 减持 |
| 9 | IDEV | ISHARES TR | $10.4M | 3.04% | 117,014 | 增持 |
| 10 | AVGE | AMERICAN CENTY ETF TR | $9.5M | 2.77% | 95,762 | 减持 |
| 11 | VONE | VANGUARD SCOTTSDALE FDS | $9.0M | 2.63% | 26,655 | 减持 |
| 12 | ISRG | INTUITIVE SURGICAL INC | $8.0M | 2.33% | 20,081 | 增持 |
| 13 | LRGF | ISHARES TR | $7.7M | 2.26% | 102,452 | 增持 |
| 14 | AAPL | APPLE INC | $7.2M | 2.11% | 25,007 | 减持 |
| 15 | BME | BLACKROCK HEALTH SCIENCES TR | $6.1M | 1.77% | 140,936 | 减持 |
| 16 | DFUS | DIMENSIONAL ETF TRUST | $5.9M | 1.71% | 71,720 | 增持 |
| 17 | IEMG | ISHARES INC | $5.1M | 1.48% | 61,372 | 增持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.0M | 1.46% | 9,976 | 减持 |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $4.9M | 1.43% | 68,955 | 减持 |
| 20 | AMZN | AMAZON COM INC | $3.6M | 1.06% | 15,278 | 减持 |
| 21 | IQLT | ISHARES TR | $3.3M | 0.96% | 66,413 | 增持 |
| 22 | APH | AMPHENOL CORP | $3.2M | 0.93% | 17,997 | 减持 |
| 23 | VFMO | VANGUARD WELLINGTON FD | $3.0M | 0.87% | 11,920 | 减持 |
| 24 | STM | STMICROELECTRONICS N V | $2.9M | 0.84% | 38,305 | 减持 |
| 25 | GRMN | GARMIN LTD | $2.8M | 0.81% | 11,731 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR