NW
Nova Wealth Management, Inc.
分散型投资策略趋势追踪型行业集中型
申报总市值
US$1.5亿
申报季度: 2026-03-31 · 持股只数: 545
Nova Wealth Management, Inc.在最新一期 13F 报告中披露了 545 项持股，申报期为 2026-03-31，总持股市值约为 US$1.5亿，季度换手率为 22.2%。
机构性格雪花图
- 集中度
- 5.24
- 持仓稳定性
- 22.16
- 动能／逆势
- 100
- 行业集中度
- 96.89
- 多样化
- 100
- 仓位均衡度
- 75.19
近期动向
减仓 XSMO
-43.3% -US$124.1万
减仓 DBEF
-63.2% -US$130.0万
加仓 FSMD
+9141.5% US$129.2万
加仓 HAWX
+223.1% US$129.6万
减仓 IWY
-7.9% -US$87.9万
减仓 UCON
-15.3% -US$79.7万
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 |
|---|---|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 5.34% | +0.01% | +12.21% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.75% | -0.75% | -7.87% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-其他 | 2.59% | -0.69% | -15.32% | |
| 4 | QGRO | American Century US Quality | ETF-其他 | 2.59% | -0.27% | +3.51% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.43% | +0.43% | +38.38% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.30% | -0.39% | -3.74% | |
| 7 | IUS | Invesco Rafi Strategic US Et | ETF-其他 | 2.01% | +0.15% | +12.09% | |
| 8 | LVHI | Franklin International Low V | ETF-其他 | 1.92% | +0.58% | +37.01% | |
| 9 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.86% | +0.22% | +29.05% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.85% | -0.34% | -4.53% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.80% | +0.12% | +18.36% | |
| 12 | QTUM | Defiance Quantum ETF | ETF-其他 | 1.80% | +0.07% | +11.47% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.73% | +0.21% | +32.50% | |
| 14 | DJUL | Ft Vest US Equity Deep Buffe | ETF-其他 | 1.72% | -0.31% | -9.46% | |
| 15 | SFY | Sofi Select 500 ETF | ETF-其他 | 1.64% | +0.04% | +14.11% | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.61% | +0.64% | +111.57% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.25% | -0.24% | -5.47% | |
| 18 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-其他 | 1.25% | -0.25% | -2.69% | |
| 19 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-其他 | 1.20% | +0.82% | +223.09% | |
| 20 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 1.20% | -0.92% | -43.33% | |
| 21 | JSMD | Janus Small Mid Cap Gr Alp | ETF-其他 | 1.02% | +0.31% | +54.07% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.01% | +0.10% | +26.65% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.99% | — | +29.59% | |
| 24 | VFMO | Vanguard US Momentum Factor | ETF-其他 | 0.99% | — | -1.11% | |
| 25 | FTCB | Ft Core Investment Grade ETF | ETF-投资级公司债 | 0.99% | — | +7.64% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.98% | — | -0.32% | |
| 27 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.95% | +0.23% | +35.58% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.92% | +0.31% | +76.32% | |
| 29 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.88% | — | -6.38% | |
| 30 | IYF | Ishares US Financials ETF | ETF-其他 | 0.87% | -0.19% | -5.42% | |
| 31 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.87% | — | +3.85% | |
| 32 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.86% | — | -0.40% | |
| 33 | FSMD | Fidelity Small-mid Multifact | ETF-其他 | 0.85% | +0.84% | +9141.46% | |
| 34 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.84% | — | -3.37% | |
| 35 | DNOV | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.83% | — | -1.10% | |
| 36 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.83% | — | +3.31% | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.82% | — | +11.41% | |
| 38 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.81% | +0.11% | +14.98% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.79% | -0.25% | -12.99% | |
| 40 | AAPL | Apple INC | 股票-科技 | 0.77% | — | -5.75% | |
| 41 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.76% | +0.21% | +42.53% | |
| 42 | XLF | Ss Financial Select Sector | ETF-其他 | 0.76% | — | +2.98% | |
| 43 | VFH | Vanguard Financials ETF | ETF-其他 | 0.75% | -0.26% | -13.68% | |
| 44 | FDMO | Fidelity Momentum Factor ETF | ETF-其他 | 0.74% | — | +8.37% | |
| 45 | KORP | American Century Diversified | ETF-其他 | 0.74% | +0.25% | +62.40% | |
| 46 | FYC | First Trust Small Cap Growth | ETF-中小型股 | 0.74% | +0.18% | +36.56% | |
| 47 | DJUN | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.73% | — | -9.37% | |
| 48 | FAD | First Trust Multi Cap Growth | ETF-其他 | 0.68% | — | +10.06% | |
| 49 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.67% | +0.21% | +24.80% | |
| 50 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型股与成长 | 0.66% | +0.66% | NEW |
1–50 of 545
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Nova Wealth Management, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Invesco S&p 500 High Beta Et (SPHB); 减仓: Invesco S&p Smallcap Momentu (XSMO) — 股数 -43.33%; 减仓: Xtrackers Msci Eafe Hedged E (DBEF) — 股数 -63.17%; 加仓: Fidelity Small-mid Multifact (FSMD) — 股数 +9141.46%; 加仓: Ishares Cur Hdg Msci Acwi-x (HAWX) — 股数 +223.09%.
FAQ
Nova Wealth Management, Inc. 是什么机构？属于哪种投资人类型？
Nova Wealth Management, Inc. 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$1.5亿，分布在 545 个已申报仓位之中。
Nova Wealth Management, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Nova Wealth Management, Inc. 按市值排列的前几大持股为：
1. Invesco S&p 500 Momentum ETF (SPMO) — US$819.2万 (5.3%)
2. Ishares Russell Top 200 Grow (IWY) — US$422.7万 (2.8%)
3. First Trust Smith Unconstrai (UCON) — US$398.4万 (2.6%)
4. American Century US Quality (QGRO) — US$397.2万 (2.6%)
5. Ss Technology Select Sector (XLK) — US$373.3万 (2.4%)
Nova Wealth Management, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Nova Wealth Management, Inc. 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 33 个既有持股、减仓 16 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Invesco S&p 500 High Beta Et (SPHB); 减仓: Invesco S&p Smallcap Momentu (XSMO) — 股数 -43.33%; 减仓: Xtrackers Msci Eafe Hedged E (DBEF) — 股数 -63.17%; 加仓: Fidelity Small-mid Multifact (FSMD) — 股数 +9141.46%; 加仓: Ishares Cur Hdg Msci Acwi-x (HAWX) — 股数 +223.09%
Nova Wealth Management, Inc. 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，Nova Wealth Management, Inc. 的主要板块分布如下：
• Information Technology: 53.7%
• Consumer Discretionary: 11.0%
• Financials: 9.4%
• Communication Services: 7.6%
• Industrials: 6.7%
• Energy: 4.0%