Activest Wealth Management
AVENTURA FL · SEC CIK 0001883134
$5.18亿2026Q2 申报市值
1,339持仓数
67.1%前十大占比 · 第一大 22.5%
220 / 368新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DRAM 新建仓+$725.90万
AVDE 加仓+$117.23万
AGG 加仓+$87.54万
TIP 新建仓+$71.81万
VGK 新建仓+$62.67万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$1,679.33万
VOO 减仓-$1,338.37万
SPY 减仓-$1,140.17万
MOAT 减仓-$1,137.92万
MU 减仓-$1,053.07万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1.17亿 | 22.52% | 156,104 | -15,268 | -8.9% | -$1,140.17万 | 减仓 |
| QQQ | INVESCO QQQ TR | $6,437.04万 | 12.43% | 87,414 | -22,805 | -20.7% | -$1,679.33万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,966.09万 | 9.59% | 233,402 | -16,968 | -6.8% | -$361.03万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,605.61万 | 5.03% | 22,573 | -9,123 | -28.8% | -$1,053.07万 | 减仓 |
| AAPL | APPLE INC | $2,446.43万 | 4.73% | 84,546 | -32,074 | -27.5% | -$928.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,670.14万 | 3.23% | 83,470 | -36,321 | -30.3% | -$726.74万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,473.44万 | 2.85% | 165,184 | 13,142 | 8.6% | $117.23万 | 加仓 |
| AMZN | AMAZON COM INC | $1,241.41万 | 2.40% | 52,086 | -28,212 | -35.1% | -$672.40万 | 减仓 |
| GOOGL | ALPHABET INC | $1,228.12万 | 2.37% | 34,365 | -20,532 | -37.4% | -$733.76万 | 减仓 |
| IVV | ISHARES TR | $1,017.73万 | 1.97% | 13,590 | 67 | 0.5% | $5.02万 | 加仓 |
| META | META PLATFORMS INC | $990.72万 | 1.91% | 17,588 | -7,373 | -29.5% | -$415.32万 | 减仓 |
| AAXJ | ISHARES TR | $989.67万 | 1.91% | 82,935 | 3,112 | 3.9% | $37.14万 | 加仓 |
| MOAT | VANECK ETF TRUST | $932.00万 | 1.80% | 89,652 | -109,460 | -55.0% | -$1,137.92万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $928.49万 | 1.79% | 143,952 | -5,853 | -3.9% | -$37.75万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $725.90万 | 1.40% | 98,294 | 98,294 | — | $725.90万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $534.07万 | 1.03% | 55,350 | -9,175 | -14.2% | -$88.53万 | 减仓 |
| GOOG | ALPHABET INC | $509.81万 | 0.98% | 14,429 | -2,228 | -13.4% | -$78.72万 | 减仓 |
| TSLA | TESLA INC | $454.63万 | 0.88% | 10,809 | -3,697 | -25.5% | -$155.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $448.88万 | 0.87% | 12,034 | -5,730 | -32.3% | -$213.73万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $360.09万 | 0.70% | 8,346 | -5,149 | -38.2% | -$222.15万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $352.05万 | 0.68% | 50,380 | -1,704 | -3.3% | -$11.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $317.88万 | 0.61% | 6,353 | -1,771 | -21.8% | -$88.61万 | 减仓 |
| LLY | ELI LILLY & CO | $308.56万 | 0.60% | 2,573 | -66 | -2.5% | -$7.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $260.52万 | 0.50% | 3,793 | -19,486 | -83.7% | -$1,338.37万 | 减仓 |
| KWEB | KRANESHARES TRUST | $221.84万 | 0.43% | 90,657 | -84,356 | -48.2% | -$206.42万 | 减仓 |
| SOXX | ISHARES TR | $215.38万 | 0.42% | 3,361 | -234 | -6.5% | -$15.00万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $211.28万 | 0.41% | 13,317 | -3,945 | -22.9% | -$62.59万 | 减仓 |
| KBDC | KAYNE ANDERSON BDC INC | $201.78万 | 0.39% | 149,137 | -97,829 | -39.6% | -$132.36万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $196.01万 | 0.38% | 36,562 | -31,797 | -46.5% | -$170.46万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $176.95万 | 0.34% | 53,155 | -13,695 | -20.5% | -$45.59万 | 减仓 |
| GLD | SPDR GOLD TR | $155.71万 | 0.30% | 4,227 | -393 | -8.5% | -$14.48万 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA | $151.50万 | 0.29% | 33,318 | -14,290 | -30.0% | -$64.98万 | 减仓 |
| ALL | ALLSTATE CORP | $151.02万 | 0.29% | 6,347 | -465 | -6.8% | -$11.06万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $139.29万 | 0.27% | 7,311 | 1,146 | 18.6% | $21.83万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $134.48万 | 0.26% | 88,943 | -115,780 | -56.6% | -$175.06万 | 减仓 |
| USFR | WISDOMTREE TR | $131.05万 | 0.25% | 26,028 | -57,181 | -68.7% | -$287.90万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $121.79万 | 0.24% | 4,556 | -15 | -0.3% | -$4,010 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $119.91万 | 0.23% | 22,577 | -24,040 | -51.6% | -$127.68万 | 减仓 |
| ACWI | ISHARES TR | $115.45万 | 0.22% | 7,355 | -4,159 | -36.1% | -$65.28万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $113.94万 | 0.22% | 6,151 | -290 | -4.5% | -$5.37万 | 减仓 |
| HYG | ISHARES TR | $113.48万 | 0.22% | 14,190 | 3,073 | 27.6% | $24.58万 | 加仓 |
| ARGT | GLOBAL X FDS | $106.44万 | 0.21% | 11,658 | -22,866 | -66.2% | -$208.76万 | 减仓 |
| AMLP | ALPS ETF TR | $105.69万 | 0.20% | 20,384 | -21,994 | -51.9% | -$114.04万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $100.05万 | 0.19% | 2,407 | -1,447 | -37.5% | -$60.15万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $98.89万 | 0.19% | 8,688 | -5,836 | -40.2% | -$66.43万 | 减仓 |
| IWF | ISHARES TR | $96.95万 | 0.19% | 7,808 | -12,028 | -60.6% | -$149.35万 | 减仓 |
| AGG | ISHARES TR | $93.76万 | 0.18% | 9,473 | 8,844 | 1,406.0% | $87.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $89.41万 | 0.17% | 2,732 | -3,856 | -58.5% | -$126.20万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $85.93万 | 0.17% | 8,579 | 74 | 0.9% | $7,412 | 加仓 |
| MTUM | ISHARES TR | $85.88万 | 0.17% | 2,505 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $80.97万 | 0.16% | 175,250 | 71,800 | 69.4% | $33.17万 | 加仓 |
| AVGO | BROADCOM INC | $79.65万 | 0.15% | 2,109 | -4,095 | -66.0% | -$154.66万 | 减仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $79.56万 | 0.15% | 15,902 | -14,710 | -48.1% | -$73.60万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $77.55万 | 0.15% | 1,335 | -2,374 | -64.0% | -$137.91万 | 减仓 |
| MAGS | LISTED FDS TR | $74.56万 | 0.14% | 11,596 | -29 | -0.2% | -$1,865 | 减仓 |
| BBAR | BANCO BBVA ARGENTINA S A | $73.14万 | 0.14% | 37,299 | -18,488 | -33.1% | -$36.26万 | 减仓 |
| TIP | ISHARES TR | $71.81万 | 0.14% | 6,562 | 6,562 | — | $71.81万 | 新建仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $71.68万 | 0.14% | 29,486 | 55 | 0.2% | $1,337 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $67.30万 | 0.13% | 9,326 | -1,429 | -13.3% | -$10.31万 | 减仓 |
| LOMA | LOMA NEGRA C I A S A MTN 14 | $66.05万 | 0.13% | 57,688 | -31,872 | -35.6% | -$36.49万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $64.58万 | 0.12% | 26,360 | 4,385 | 20.0% | $10.74万 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $64.05万 | 0.12% | 74,830 | -115,078 | -60.6% | -$98.51万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $62.67万 | 0.12% | 7,078 | 7,078 | — | $62.67万 | 新建仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $61.46万 | 0.12% | 32,243 | 5,330 | 19.8% | $10.16万 | 加仓 |
| SLV | ISHARES SILVER TR | $59.69万 | 0.12% | 11,163 | -2,602 | -18.9% | -$13.91万 | 减仓 |
| EMB | ISHARES TR | $59.52万 | 0.11% | 6,172 | 221 | 3.7% | $2.13万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $58.76万 | 0.11% | 1,125 | -74 | -6.2% | -$3.87万 | 减仓 |
| EWJ | ISHARES INC | $55.32万 | 0.11% | 5,931 | 3,575 | 151.7% | $33.34万 | 加仓 |
| CEMB | ISHARES INC | $53.54万 | 0.10% | 11,728 | 16 | 0.1% | $730 | 加仓 |
| LQD | ISHARES TR | $51.43万 | 0.10% | 4,716 | 3,994 | 553.2% | $43.56万 | 加仓 |
| IREN | IREN LIMITED | $50.15万 | 0.10% | 10,966 | 3,471 | 46.3% | $15.87万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $48.49万 | 0.09% | 13,000 | 7,000 | 116.7% | $26.11万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $48.24万 | 0.09% | 9,451 | -18,348 | -66.0% | -$93.66万 | 减仓 |
| GEV | GE VERNOVA INC | $46.64万 | 0.09% | 397 | 72 | 22.2% | $8.46万 | 加仓 |
| SGOV | ISHARES TR | $46.31万 | 0.09% | 4,600 | -500 | -9.8% | -$5.03万 | 减仓 |
| PFFD | GLOBAL X FDS | $42.98万 | 0.08% | 22,996 | 67 | 0.3% | $1,252 | 加仓 |
| SHLD | GLOBAL X FDS | $41.46万 | 0.08% | 6,944 | 68 | 1.0% | $4,060 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $40.77万 | 0.08% | 7,219 | -6,539 | -47.5% | -$36.93万 | 减仓 |
| CRWV | COREWEAVE INC | $39.86万 | 0.08% | 4,004 | 928 | 30.2% | $9.24万 | 加仓 |
| COPX | GLOBAL X FDS | $39.42万 | 0.08% | 5,122 | -1,931 | -27.4% | -$14.86万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $39.34万 | 0.08% | 27,057 | -31,532 | -53.8% | -$45.85万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $38.40万 | 0.07% | 2,627 | -1,154 | -30.5% | -$16.87万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $36.79万 | 0.07% | 4,270 | -164 | -3.7% | -$1.41万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $35.30万 | 0.07% | 1,035 | -1,680 | -61.9% | -$57.29万 | 减仓 |
| IWM | ISHARES TR | $34.29万 | 0.07% | 1,141 | -71 | -5.9% | -$2.13万 | 减仓 |
| WMT | WALMART INC | $33.98万 | 0.07% | 3,000 | -1,986 | -39.8% | -$22.49万 | 减仓 |
| VGT | VANGUARD WORLD FD | $32.53万 | 0.06% | 2,722 | -3,334 | -55.1% | -$39.84万 | 减仓 |
| INTC | INTEL CORP | $32.51万 | 0.06% | 2,328 | -3,527 | -60.2% | -$49.25万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $32.39万 | 0.06% | 9,392 | 9,392 | — | $32.39万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $31.92万 | 0.06% | 5,348 | 1,268 | 31.1% | $7.57万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $30.44万 | 0.06% | 301 | -250 | -45.4% | -$25.28万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $30.35万 | 0.06% | 6,000 | -109 | -1.8% | -$5,513 | 减仓 |
| ARCC | ARES CAPITAL CORP | $30.24万 | 0.06% | 16,317 | -21,537 | -56.9% | -$39.91万 | 减仓 |
| SNDK | SANDISK CORP | $29.79万 | 0.06% | 131 | -153 | -53.9% | -$34.79万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $29.74万 | 0.06% | 28,737 | -11,362 | -28.3% | -$11.76万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.69万 | 0.06% | 622 | -1,832 | -74.7% | -$87.45万 | 减仓 |
| — | ISHARES TR | $29.35万 | 0.06% | 4,241 | 4,241 | — | $29.35万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.34万 | 0.06% | 314 | -174 | -35.7% | -$16.26万 | 减仓 |
| IEMG | ISHARES INC | $29.23万 | 0.06% | 3,529 | 3,300 | 1,441.0% | $27.34万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $29.21万 | 0.06% | 26,411 | -106,961 | -80.2% | -$118.30万 | 减仓 |