IW

Invera Wealth Advisors, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.6亿

申报季度: 2026-03-31 · 持股只数: 98

Invera Wealth Advisors, LLC在最新一期 13F 报告中披露了 98 项持股，申报期为 2026-03-31，总持股市值约为 US$1.6亿，季度换手率为 24.2%。

机构性格雪花图

集中度
8.07
持仓稳定性
24.23
动能／逆势
100
行业集中度
64.61
多样化
100
仓位均衡度
90.06

近期动向

  • 减仓 NZAC

    -85.5%　-US$418.8万

  • 减仓 USXF

    -50.0%　-US$287.1万

  • 减仓 ESML

    -58.9%　-US$224.0万

  • 加仓 AMZN

    +103.0%　US$133.5万

  • 减仓 IQV

    -44.2%　-US$137.2万

  • 减仓 MSFT

    -0.0%　-US$141.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IGIBIshares 5-10y Inv Grade CORPETF-投资级公司债4.48%—+0.88%
2GOOGLAlphabet Inc-cl A股票-通信服务3.83%-0.48%-4.73%
3AAPLApple INC股票-科技3.68%-0.40%-4.91%
4SUSCIshares Esg Aware Usd CorporETF-其他3.61%—+3.02%
5EMXFIshares Esg Adv Msci Em ETFETF-其他3.28%+0.16%+0.72%
6DMXFIshares Esg Advanc Msci EafeETF-其他3.22%—+1.78%
7JPMJpmorgan Chase & Co股票-金融3.01%-0.26%-0.63%
8MSFTMicrosoft CORP股票-科技2.97%-0.85%-0.03%
9NVDANvidia CORP股票-科技2.90%+0.43%+23.75%
10IEFAIshares Core Msci Eafe ETFETF-其他2.81%—-3.48%
11IEMGIshares Core Msci EmergingETF-新兴市场2.76%—-3.78%
12LRCXLam Research CORP股票-科技2.59%+0.43%-5.50%
13TJXTjx Companies INC股票-周期性消费2.49%—-2.96%
14TTTrane Technologies plc股票-工业2.21%+0.17%-0.66%
15ARTYIshares Future Ai & Tech ETFETF-科技型2.11%+2.11%NEW
16CMICummins INC股票-工业2.04%—-3.44%
17NULVNuveen Esg Large-cap Val ETFETF-其他2.02%-0.45%-20.20%
18AMZNAmazon.com INC股票-周期性消费1.89%+0.88%+103.01%
19AGGIshares Core U.s. AggregateETF-其他1.83%—+1.43%
20USXFIshares Esg Advance Msci USAETF-其他1.70%-1.79%-49.99%
21AVGOBroadcom INC股票-科技1.61%+0.72%+99.41%
22IJRIshares Core S&p Small-cap EETF-中小型股1.53%—-1.53%
23XJRIshr Esg Ss S&p Smal-cap-usdETF-其他1.51%+1.51%NEW
24NUMVNuveen Esg Mid-cap Value ETFETF-其他1.45%—-2.29%
25EAGGIshares Esg Aware US AggregaETF-其他1.36%—+5.13%
26BRK-BBerkshire Hathaway Inc-cl B股票-其他1.28%-0.20%-10.55%
27JNJJohnson & Johnson股票-医疗保健1.20%+0.10%-1.49%
28ROBORobo Global Robotics And AutETF-其他1.07%+1.07%NEW
29AMDAdvanced Micro Devices股票-科技1.06%-0.07%-2.15%
30GEVGE Vernova INC股票-工业1.05%+0.21%-7.44%
31ESMLIshares Esg Aware Msci USA SETF-其他1.04%-1.40%-58.91%
32ICEIntercontinental Exchange In股票-金融1.04%—-0.18%
33HCAHca Healthcare INC股票-医疗保健1.00%—-0.33%
34ALLAllstate CORP股票-金融0.95%—-1.13%
35HDHome Depot INC股票-周期性消费0.92%—-1.91%
36VVisa Inc-class A Shares股票-金融0.90%-0.11%+2.20%
37JNJJohnson & Johnson股票-医疗保健0.88%+0.14%-1.43%
38METAMeta Platforms Inc-class A股票-通信服务0.87%-0.13%-1.05%
39ETNEaton Corporation plc股票-工业0.82%—-4.87%
40MPCMarathon Petroleum CORP股票-能源0.79%+0.26%-1.25%
41BGRNIshares Usd Green Bond ETFETF-其他0.77%—+6.15%
42COSTCostco Wholesale CORP股票-非周期性消费0.76%+0.11%+0.08%
43CBChubb Limited股票-金融0.75%—-2.59%
44CVXChevron CORP股票-能源0.74%+0.20%—
45SLYVSs Spdr S&p 600 Sc Val ETFETF-其他0.71%—-1.40%
46NXPINXP Semiconductors N.V.股票-科技0.69%-0.07%-0.29%
47CMECme Group INC股票-金融0.66%—-1.30%
48UNPUnion Pacific CORP股票-工业0.66%—-0.28%
49DRIDarden Restaurants INC股票-周期性消费0.66%—-1.66%
50IQVIqvia Holdings INC股票-医疗保健0.64%-0.86%-44.20%
1–50 of 98

本季持股变动

Invera Wealth Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Future Ai & Tech ETF (ARTY); 新建仓: Ishr Esg Ss S&p Smal-cap-usd (XJR); 新建仓: Robo Global Robotics And Aut (ROBO); 清仓: Salesforce INC (CRM); 清仓: Unitedhealth Group INC (UNH).

Invera Wealth Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1AMZNAmazon.com INC+0.9%+103.01%加仓
2AVGOBroadcom INC+0.7%+99.41%加仓
3LRCXLam Research CORP+0.4%-5.50%减仓
4NVDANvidia CORP+0.4%+23.75%加仓
5MPCMarathon Petroleum CORP+0.3%-1.25%减仓
6GEVGE Vernova INC+0.2%-7.44%减仓
7CVXChevron CORP+0.2%—不变
8TTTrane Technologies plc+0.2%-0.66%减仓
9EMXFIshares Esg Adv Msci Em ETF+0.2%+0.72%加仓
10JNJJohnson & Johnson+0.1%-1.43%减仓
11COSTCostco Wholesale CORP+0.1%+0.08%加仓
12NEENextera Energy INC+0.1%+20.46%加仓
13FANGDiamondback Energy INC+0.1%+1.45%加仓
14JNJJohnson & Johnson+0.1%-1.49%减仓
15ADIAnalog Devices INC+0.1%+9.91%加仓
16APDAir Products & Chemicals INC+0.1%-0.32%减仓
17AMDAdvanced Micro Devices-0.1%-2.15%减仓
18NXPINXP Semiconductors N.V.-0.1%-0.29%减仓
19FISFidelity National Info Serv-0.1%-15.39%减仓
20IVVIshares Core S&p 500 ETF-0.1%-9.86%减仓
21VVisa Inc-class A Shares-0.1%+2.20%加仓
22ABTAbbott Laboratories-0.1%—不变
23METAMeta Platforms Inc-class A-0.1%-1.05%减仓
24SPGIS&p Global INC-0.1%-6.89%减仓
25BRK-BBerkshire Hathaway Inc-cl B-0.2%-10.55%减仓
26JPMJpmorgan Chase & Co-0.3%-0.63%减仓
27AAPLApple INC-0.4%-4.91%减仓
28NULVNuveen Esg Large-cap Val ETF-0.5%-20.20%减仓
29GOOGLAlphabet Inc-cl A-0.5%-4.73%减仓
30MSFTMicrosoft CORP-0.9%-0.03%减仓
31IQVIqvia Holdings INC-0.9%-44.20%减仓
32ESMLIshares Esg Aware Msci USA S-1.4%-58.91%减仓
33USXFIshares Esg Advance Msci USA-1.8%-49.99%减仓
34NZACState Street Spdr Msci Acwi-2.6%-85.51%减仓
35ARTYIshares Future Ai & Tech ETF—NEW新建仓
36XJRIshr Esg Ss S&p Smal-cap-usd—NEW新建仓
37ROBORobo Global Robotics And Aut—NEW新建仓
38CRMSalesforce INC—EXIT清仓
39UNHUnitedhealth Group INC—EXIT清仓
40LLYEli Lilly & Co—NEW新建仓
41MDTMedtronic plc—EXIT清仓
42ZTSZoetis INC—NEW新建仓
43BACBank Of America CORP—NEW新建仓
44TERTeradyne INC—NEW新建仓
45RSGRepublic Services INC—NEW新建仓
46FISVFiserv INC—EXIT清仓
47IXUSIshares Core Intl Stock ETF—NEW新建仓
48CLColgate-palmolive Co—NEW新建仓
49BOTZGlobal X Robotics & Artifici—NEW新建仓
50MPWRMonolithic Power Systems INC—NEW新建仓

FAQ

Invera Wealth Advisors, LLC 是什么机构？属于哪种投资人类型？
Invera Wealth Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.6亿，分布在 98 个已申报仓位之中。
Invera Wealth Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Invera Wealth Advisors, LLC 按市值排列的前几大持股为： 1. Ishares 5-10y Inv Grade CORP (IGIB) — US$697.4万 (4.5%) 2. Alphabet Inc-cl A (GOOGL) — US$597.3万 (3.8%) 3. Apple INC (AAPL) — US$573.6万 (3.7%) 4. Ishares Esg Aware Usd Corpor (SUSC) — US$562.5万 (3.6%) 5. Ishares Esg Adv Msci Em ETF (EMXF) — US$510.9万 (3.3%)
Invera Wealth Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Invera Wealth Advisors, LLC 共进行了 48 项显著调整：新建仓 12 个仓位、加仓 9 个既有持股、减仓 23 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Ishares Future Ai & Tech ETF (ARTY); 新建仓: Ishr Esg Ss S&p Smal-cap-usd (XJR); 新建仓: Robo Global Robotics And Aut (ROBO); 清仓: Salesforce INC (CRM); 清仓: Unitedhealth Group INC (UNH)
Invera Wealth Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Invera Wealth Advisors, LLC 的主要板块分布如下： • Information Technology: 38.2% • Financials: 16.2% • Communication Services: 13.7% • Health Care: 11.2% • Consumer Discretionary: 8.0% • Consumer Staples: 4.5%