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 |
|---|---|---|---|---|---|---|---|---|
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,299 | -100.0% | -$102.99万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -6,950 | -100.0% | -$78.61万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -10,800 | -100.0% | -$73.39万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$71.81万 | 清仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $0 | 0.00% | 0 | -59,241 | -100.0% | -$69.02万 | 清仓 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -8,649 | -100.0% | -$60.78万 | 清仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -10,771 | -100.0% | -$49.62万 | 清仓 |
| JBBB | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -6,867 | -100.0% | -$32.00万 | 清仓 |
| IXN | ISHARES TR | $0 | 0.00% | 0 | -2,944 | -100.0% | -$29.43万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,624 | -100.0% | -$24.91万 | 清仓 |
| EWC | ISHARES INC | $0 | 0.00% | 0 | -4,476 | -100.0% | -$24.52万 | 清仓 |
| CX | CEMEX SA EURO MTN BE 144A | $0 | 0.00% | 0 | -20,000 | -100.0% | -$22.88万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -802 | -100.0% | -$21.84万 | 清仓 |
| FLY | FIREFLY AEROSPACE INC | $0 | 0.00% | 0 | -7,016 | -100.0% | -$19.97万 | 清仓 |
| BETR | BETTER HOME & FINANCE HOLDIN | $0 | 0.00% | 0 | -5,405 | -100.0% | -$19.25万 | 清仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $0 | 0.00% | 0 | -12,111 | -100.0% | -$15.94万 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | -401 | -100.0% | -$14.40万 | 清仓 |
| IXJ | ISHARES TR | $0 | 0.00% | 0 | -1,512 | -100.0% | -$14.14万 | 清仓 |
| ROOT | ROOT INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$13.25万 | 清仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,600 | -100.0% | -$11.65万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -4,286 | -100.0% | -$11.09万 | 清仓 |
| NBXG | NEUBERGER NEXT GENERATION | $0 | 0.00% | 0 | -7,500 | -100.0% | -$9.65万 | 清仓 |
| CGBD | CARLYLE SECURED LENDING INC | $0 | 0.00% | 0 | -8,125 | -100.0% | -$8.89万 | 清仓 |
| MFM | MFS MUN INCOME TR | $0 | 0.00% | 0 | -14,816 | -100.0% | -$7.99万 | 清仓 |
| RR | RICHTECH ROBOTICS INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$7.32万 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | -8,158 | -100.0% | -$7.06万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -1,659 | -100.0% | -$7.06万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -195 | -100.0% | -$6.95万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -440 | -100.0% | -$6.66万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -4,475 | -100.0% | -$6.46万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -536 | -100.0% | -$5.97万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -185 | -100.0% | -$5.82万 | 清仓 |
| SYFI | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -1,570 | -100.0% | -$5.58万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -1,023 | -100.0% | -$5.54万 | 清仓 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -2,939 | -100.0% | -$5.04万 | 清仓 |
| RCAT | RED CAT HLDGS INC | $0 | 0.00% | 0 | -3,750 | -100.0% | -$4.91万 | 清仓 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -380 | -100.0% | -$4.84万 | 清仓 |
| SANA | SANA BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -16,300 | -100.0% | -$4.69万 | 清仓 |
| IPAC | ISHARES TR | $0 | 0.00% | 0 | -601 | -100.0% | -$4.60万 | 清仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $0 | 0.00% | 0 | -3,325 | -100.0% | -$4.59万 | 清仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -155 | -100.0% | -$4.46万 | 清仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $0 | 0.00% | 0 | -8,580 | -100.0% | -$4.38万 | 清仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $0 | 0.00% | 0 | -4,150 | -100.0% | -$4.27万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -184 | -100.0% | -$4.17万 | 清仓 |
| — | HEARTBEAM INC | $0 | 0.00% | 0 | -34,160 | -100.0% | -$4.17万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -202 | -100.0% | -$4.16万 | 清仓 |
| — | VOLATILITY SHS TR | $0 | 0.00% | 0 | -4,884 | -100.0% | -$4.08万 | 清仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $0 | 0.00% | 0 | -6,600 | -100.0% | -$4.06万 | 清仓 |
| EPP | ISHARES INC | $0 | 0.00% | 0 | -735 | -100.0% | -$3.91万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -9,850 | -100.0% | -$3.61万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -350 | -100.0% | -$3.58万 | 清仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $0 | 0.00% | 0 | -2,500 | -100.0% | -$3.48万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -798 | -100.0% | -$3.36万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -16,600 | -100.0% | -$3.25万 | 清仓 |
| HYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -624 | -100.0% | -$3.13万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -158 | -100.0% | -$2.81万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -335 | -100.0% | -$2.77万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -529 | -100.0% | -$2.56万 | 清仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $0 | 0.00% | 0 | -2,266 | -100.0% | -$2.55万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -66 | -100.0% | -$2.51万 | 清仓 |
| — | DEFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -41,500 | -100.0% | -$2.35万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -2,300 | -100.0% | -$2.34万 | 清仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.23万 | 清仓 |
| GOLD | GOLD COM INC | $0 | 0.00% | 0 | -545 | -100.0% | -$2.18万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -133 | -100.0% | -$2.10万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -438 | -100.0% | -$2.05万 | 清仓 |
| — | TILRAY BRANDS INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$1.94万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -108 | -100.0% | -$1.75万 | 清仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $0 | 0.00% | 0 | -450 | -100.0% | -$1.65万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -412 | -100.0% | -$1.58万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -116 | -100.0% | -$1.54万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$1.46万 | 清仓 |
| — | STRATEGY INC | $0 | 0.00% | 0 | -205 | -100.0% | -$1.45万 | 清仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $0 | 0.00% | 0 | -1,222 | -100.0% | -$1.30万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -185 | -100.0% | -$1.28万 | 清仓 |
| — | BAKKT INC | $0 | 0.00% | 0 | -1,700 | -100.0% | -$1.25万 | 清仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $0 | 0.00% | 0 | -440 | -100.0% | -$1.19万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -423 | -100.0% | -$1.16万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -202 | -100.0% | -$1.13万 | 清仓 |
| CDP | COPT DEFENSE PROPERTIES | $0 | 0.00% | 0 | -359 | -100.0% | -$1.10万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -205 | -100.0% | -$1.02万 | 清仓 |
| STAG | STAG INDUSTRIAL INC | $0 | 0.00% | 0 | -276 | -100.0% | -$9,953 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -68 | -100.0% | -$9,811 | 清仓 |
| — | INVESCO VALUE MUN INCOME TR | $0 | 0.00% | 0 | -800 | -100.0% | -$9,728 | 清仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -300 | -100.0% | -$9,474 | 清仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $0 | 0.00% | 0 | -802 | -100.0% | -$9,047 | 清仓 |
| FCN | FTI CONSULTING INC | $0 | 0.00% | 0 | -51 | -100.0% | -$9,015 | 清仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $0 | 0.00% | 0 | -1,500 | -100.0% | -$9,015 | 清仓 |
| PSEC | PROSPECT CAP CORP | $0 | 0.00% | 0 | -3,300 | -100.0% | -$8,613 | 清仓 |
| DLO | DLOCAL LTD | $0 | 0.00% | 0 | -520 | -100.0% | -$6,744 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -1 | -100.0% | -$6,590 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -96 | -100.0% | -$6,234 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -72 | -100.0% | -$6,107 | 清仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $0 | 0.00% | 0 | -96 | -100.0% | -$6,105 | 清仓 |
| LSPD | LIGHTSPEED COMMERCE INC | $0 | 0.00% | 0 | -680 | -100.0% | -$6,071 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$6,030 | 清仓 |
| — | WESTERN ASSET HIGH INCOM FD | $0 | 0.00% | 0 | -1,333 | -100.0% | -$5,305 | 清仓 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | -14 | -100.0% | -$5,288 | 清仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $0 | 0.00% | 0 | -244 | -100.0% | -$4,846 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -1,109 | -100.0% | -$4,713 | 清仓 |