Nvest Wealth Strategies, Inc. 13F 持仓 · 2026年Q2
Nvest Wealth Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 351 只证券，申报市值合计 1.60 亿美元。前几大持仓：JHMM（19.84%）、SCHG（13.12%）、BINV（8.64%）。本季前 25 大持仓中：增持 16 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $31.7M | 19.84% | 423,460 | 增持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $21.0M | 13.12% | 620,125 | 增持 |
| 3 | BINV | 2023 ETF SERIES TRUST | $13.8M | 8.64% | 329,409 | 增持 |
| 4 | AVUV | AMERICAN CENTY ETF TR | $12.5M | 7.81% | 100,202 | 增持 |
| 5 | EMLP | FIRST TR EXCHANGE-TRADED FD | $9.2M | 5.74% | 211,073 | 增持 |
| 6 | DGRW | WISDOMTREE TR | $8.6M | 5.35% | 89,504 | 减持 |
| 7 | SLYG | SPDR SERIES TRUST | $8.4M | 5.26% | 70,704 | 增持 |
| 8 | DXJ | WISDOMTREE TR | $6.7M | 4.18% | 38,553 | 增持 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $6.1M | 3.82% | 28,731 | 增持 |
| 10 | HGER | HARBOR ETF TRUST | $6.0M | 3.77% | 205,635 | 增持 |
| 11 | SLYV | SPDR SERIES TRUST | $5.5M | 3.43% | 50,259 | 增持 |
| 12 | AVDS | AMERICAN CENTY ETF TR | $4.5M | 2.79% | 59,263 | 增持 |
| 13 | IHDG | WISDOMTREE TR | $4.1M | 2.55% | 78,033 | 减持 |
| 14 | UNP | UNION PAC CORP | $3.1M | 1.95% | 11,492 | 增持 |
| 15 | USEW | EA SERIES TRUST | $2.8M | 1.73% | 49,699 | 持平 |
| 16 | FNDF | SCHWAB STRATEGIC TR | $2.5M | 1.57% | 47,472 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION | $2.1M | 1.31% | 6,479 | 减持 |
| 18 | AVMV | AMERICAN CENTY ETF TR | $1.2M | 0.76% | 15,178 | 增持 |
| 19 | AVDV | AMERICAN CENTY ETF TR | $1.1M | 0.71% | 10,964 | 增持 |
| 20 | TDVG | T ROWE PRICE EXCHANGE-TRADED | $1.1M | 0.69% | 22,591 | 增持 |
| 21 | VBK | VANGUARD INDEX FDS | $829,408 | 0.52% | 2,268 | 减持 |
| 22 | PPG | PPG INDS INC | $598,699 | 0.37% | 4,936 | 增持 |
| 23 | GEW | EA SERIES TRUST | $461,497 | 0.29% | 8,437 | 持平 |
| 24 | AAPL | APPLE INC | $453,409 | 0.28% | 1,567 | 减持 |
| 25 | QQQ | INVESCO QQQ TR | $416,803 | 0.26% | 366 | 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