Avestar Capital, LLC
New York NY · SEC CIK 0001704404
$15.57亿2026Q1 申报市值
509持仓数
38.5%前十大占比 · 第一大 9.5%
69 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DUSB 新建仓+$1,385.97万
VEA 加仓+$847.53万
EEM 新建仓+$844.34万
VTI 加仓+$805.28万
FTSM 加仓+$790.36万
2026Q1 卖出最多 按季末市值估算
BKUI 减仓-$1,410.62万
XLG 减仓-$883.98万
XLC 减仓-$874.57万
CIBR 清仓-$848.30万
QQQE 清仓-$844.42万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP 看跌期权 | $481.22万 | 0.31% | 13,000 | 8,000 | 160.0% | $296.14万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $483.73万 | 0.31% | 275,000 | 256,417 | 1,379.8% | $451.04万 | 加仓 |
| IVE | ISHARES TR | $489.16万 | 0.31% | 23,166 | -223 | -1.0% | -$4.71万 | 减仓 |
| V | VISA INC | $496.10万 | 0.32% | 16,414 | -2,729 | -14.3% | -$82.48万 | 减仓 |
| WTMF | WISDOMTREE TR | $502.83万 | 0.32% | 126,704 | -2,499 | -1.9% | -$9.92万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $511.45万 | 0.33% | 41,656 | 2,754 | 7.1% | $33.81万 | 加仓 |
| PULS | PGIM ETF TR | $532.50万 | 0.34% | 107,575 | -33,499 | -23.7% | -$165.82万 | 减仓 |
| — | EXXON MOBIL CORP | $536.32万 | 0.34% | 31,611 | -1 | -0.0% | -$170 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $553.65万 | 0.36% | 92,090 | 2,191 | 2.4% | $13.17万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $556.37万 | 0.36% | 175,843 | 608 | 0.3% | $1.92万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $560.91万 | 0.36% | 5,629 | 268 | 5.0% | $26.71万 | 加仓 |
| INTF | ISHARES TR | $562.88万 | 0.36% | 144,476 | 305 | 0.2% | $1.19万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $565.87万 | 0.36% | 38,684 | 9,635 | 33.2% | $140.94万 | 加仓 |
| NFLX | NETFLIX INC. | $576.30万 | 0.37% | 59,937 | 1,154 | 2.0% | $11.10万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $586.89万 | 0.38% | 24,698 | -96 | -0.4% | -$2.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $591.62万 | 0.38% | 40,959 | 605 | 1.5% | $8.74万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $602.46万 | 0.39% | 347,839 | 190,267 | 120.7% | $329.54万 | 加仓 |
| WMT | WALMART INC | $605.65万 | 0.39% | 48,685 | -594 | -1.2% | -$7.39万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $609.54万 | 0.39% | 53,045 | 1,055 | 2.0% | $12.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $636.21万 | 0.41% | 12,732 | 5,714 | 81.4% | $285.52万 | 加仓 |
| IWB | ISHARES TR | $696.68万 | 0.45% | 19,539 | -160 | -0.8% | -$5.70万 | 减仓 |
| TSLA | TESLA INC 看跌期权 | $706.33万 | 0.45% | 19,000 | 17,500 | 1,166.7% | $650.56万 | 加仓 |
| BCI | ABRDN ETFS | $759.82万 | 0.49% | 312,810 | 181,903 | 139.0% | $441.84万 | 加仓 |
| IVW | ISHARES TR | $762.23万 | 0.49% | 67,388 | -459 | -0.7% | -$5.19万 | 减仓 |
| LLY | ELI LILLY & CO | $771.31万 | 0.50% | 8,385 | 780 | 10.3% | $71.75万 | 加仓 |
| META | META PLATFORMS INC 看跌期权 | $800.98万 | 0.51% | 14,000 | 3,000 | 27.3% | $171.64万 | 加仓 |
| EEM | ISHARES TR | $844.34万 | 0.54% | 148,678 | 148,678 | — | $844.34万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $852.04万 | 0.55% | 168,353 | 26,101 | 18.3% | $132.10万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $885.90万 | 0.57% | 45,153 | 3,500 | 8.4% | $68.67万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $955.81万 | 0.61% | 19,946 | 619 | 3.2% | $29.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $980.33万 | 0.63% | 33,326 | 4,352 | 15.0% | $128.02万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $1,004.29万 | 0.65% | 17,400 | 7,400 | 74.0% | $427.11万 | 重新持有 |
| SGOL | ETFS GOLD TR | $1,058.27万 | 0.68% | 237,175 | 9,318 | 4.1% | $41.58万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,077.57万 | 0.69% | 33,587 | 25,100 | 295.7% | $805.28万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,156.22万 | 0.74% | 69,749 | 42,615 | 157.1% | $706.42万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,175.02万 | 0.75% | 133,283 | 15,931 | 13.6% | $140.45万 | 加仓 |
| NOW | SERVICENOW INC | $1,301.98万 | 0.84% | 124,531 | 3,875 | 3.2% | $40.51万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,357.60万 | 0.87% | 138,658 | 2,020 | 1.5% | $19.78万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,371.85万 | 0.88% | 229,086 | 131,982 | 135.9% | $790.36万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,385.97万 | 0.89% | 273,313 | 273,313 | — | $1,385.97万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,423.58万 | 0.91% | 222,156 | 132,262 | 147.1% | $847.53万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,493.46万 | 0.96% | 297,977 | 17,482 | 6.2% | $87.62万 | 加仓 |
| TSLA | TESLA INC | $1,542.75万 | 0.99% | 41,499 | 4,018 | 10.7% | $149.37万 | 加仓 |
| IAUM | ISHARES GOLD TR | $1,717.41万 | 1.10% | 367,753 | 13,238 | 3.7% | $61.82万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $2,054.69万 | 1.32% | 406,466 | 3,208 | 0.8% | $16.22万 | 加仓 |
| AVGO | BROADCOM INC | $2,089.48万 | 1.34% | 67,509 | 16,402 | 32.1% | $507.66万 | 加仓 |
| IVV | ISHARES TR | $2,092.11万 | 1.34% | 32,028 | -98 | -0.3% | -$6.40万 | 减仓 |
| GOOGL | ALPHABET INC | $2,101.13万 | 1.35% | 73,067 | 2,330 | 3.3% | $67.00万 | 加仓 |
| ICSH | ISHARES TR | $2,388.44万 | 1.53% | 471,838 | 126,087 | 36.5% | $638.25万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $2,389.51万 | 1.53% | 590,002 | -33,300 | -5.3% | -$134.87万 | 减仓 |
| ACWI | ISHARES TR | $2,444.21万 | 1.57% | 176,643 | 54,666 | 44.8% | $756.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,051.03万 | 1.96% | 82,422 | -1,426 | -1.7% | -$52.79万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,145.57万 | 2.02% | 54,498 | 5,943 | 12.2% | $343.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,519.22万 | 2.26% | 54,113 | 12,046 | 28.6% | $783.41万 | 加仓 |
| AMZN | AMAZON COM INC | $3,909.37万 | 2.51% | 187,706 | 3,691 | 2.0% | $76.87万 | 加仓 |
| META | META PLATFORMS INC | $4,476.32万 | 2.88% | 78,239 | 5,803 | 8.0% | $332.01万 | 加仓 |
| AAPL | APPLE INC | $8,037.71万 | 5.16% | 316,707 | 27 | 0.0% | $6,852 | 加仓 |
| GOOG | ALPHABET INC | $1.41亿 | 9.07% | 491,995 | 17,091 | 3.6% | $490.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.48亿 | 9.51% | 848,995 | 26,779 | 3.3% | $467.03万 | 加仓 |