Activest Wealth Management
AVENTURA FL · SEC CIK 0001883134
$5.69亿2026Q1 申报市值
1,224持仓数
62.1%前十大占比 · 第一大 19.6%
155 / 131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
NVDA 加仓+$932.64万
SPY 加仓+$747.24万
AAXJ 加仓+$556.15万
META 加仓+$530.93万
AVDE 加仓+$513.37万
2026Q1 卖出最多 按季末市值估算
AVEM 减仓-$398.18万
MOAT 减仓-$353.25万
IYW 减仓-$259.70万
IVV 减仓-$250.32万
AAPL 减仓-$211.76万
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 |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | $2.58万 | 0.00% | 537 | 519 | 2,883.3% | $2.49万 | 重新持有 |
| PAYX | PAYCHEX INC | $2.60万 | 0.00% | 282 | 179 | 173.8% | $1.65万 | 加仓 |
| MLI | MUELLER INDS INC | $2.60万 | 0.00% | 235 | 1 | 0.4% | $111 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2.61万 | 0.00% | 145 | 136 | 1,511.1% | $2.45万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2.63万 | 0.00% | 465 | 27 | 6.2% | $1,525 | 加仓 |
| F | FORD MTR CO | $2.63万 | 0.00% | 2,281 | -760 | -25.0% | -$8,770 | 减仓 |
| LOW | LOWES COS INC | $2.64万 | 0.00% | 112 | 88 | 366.7% | $2.07万 | 加仓 |
| OMC | OMNICOM GROUP INC | $2.65万 | 0.00% | 352 | 46 | 15.0% | $3,464 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $2.66万 | 0.00% | 865 | 4 | 0.5% | $123 | 加仓 |
| TXT | TEXTRON INC | $2.67万 | 0.00% | 305 | 3 | 1.0% | $263 | 加仓 |
| AEE | AMEREN CORP | $2.68万 | 0.00% | 244 | 36 | 17.3% | $3,957 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $2.68万 | 0.00% | 268 | -59 | -18.0% | -$5,905 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $2.70万 | 0.00% | 148 | -142 | -49.0% | -$2.59万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $2.71万 | 0.00% | 397 | -19 | -4.6% | -$1,297 | 减仓 |
| ES | EVERSOURCE ENERGY | $2.72万 | 0.00% | 393 | 3 | 0.8% | $208 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2.73万 | 0.00% | 105 | 17 | 19.3% | $4,425 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2.73万 | 0.00% | 63 | 11 | 21.2% | $4,774 | 加仓 |
| IRM | IRON MTN INC DEL | $2.76万 | 0.00% | 270 | 43 | 18.9% | $4,392 | 加仓 |
| CTVA | CORTEVA INC | $2.77万 | 0.00% | 331 | -53 | -13.8% | -$4,437 | 减仓 |
| SE | SEA LTD | $2.77万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2.79万 | 0.00% | 431 | 374 | 656.1% | $2.42万 | 加仓 |
| — | MASIMO CORP | $2.81万 | 0.00% | 158 | -29 | -15.5% | -$5,158 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $2.85万 | 0.01% | 165 | -55 | -25.0% | -$9,488 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $2.85万 | 0.01% | 610 | 1 | 0.2% | $47 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $2.85万 | 0.01% | 1,038 | 670 | 182.1% | $1.84万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $2.88万 | 0.01% | 637 | -61 | -8.7% | -$2,761 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $2.88万 | 0.01% | 41 | 37 | 925.0% | $2.60万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $2.89万 | 0.01% | 393 | 1 | 0.3% | $73 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $2.89万 | 0.01% | 360 | -126 | -25.9% | -$1.01万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $2.92万 | 0.01% | 91 | 34 | 59.6% | $1.09万 | 重新持有 |
| SLB | SLB LIMITED | $2.93万 | 0.01% | 570 | 0 | 0.0% | — | 重新持有 |
| BBWI | BATH & BODY WORKS INC | $2.95万 | 0.01% | 1,582 | 5 | 0.3% | $93 | 加仓 |
| ARMK | ARAMARK | $2.98万 | 0.01% | 734 | 1 | 0.1% | $41 | 加仓 |
| — | ARK ETF TR | $2.98万 | 0.01% | 1,108 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $2.99万 | 0.01% | 53 | -15 | -22.1% | -$8,450 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $3.00万 | 0.01% | 433 | -187 | -30.2% | -$1.30万 | 减仓 |
| CMI | CUMMINS INC | $3.01万 | 0.01% | 56 | 5 | 9.8% | $2,690 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $3.02万 | 0.01% | 51 | -9 | -15.0% | -$5,337 | 减仓 |
| USAR | USA RARE EARTH INC | $3.03万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $3.04万 | 0.01% | 169 | 98 | 138.0% | $1.76万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $3.06万 | 0.01% | 150 | 5 | 3.4% | $1,021 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $3.13万 | 0.01% | 768 | -1,516 | -66.4% | -$6.18万 | 重新持有 |
| HYD | VANECK ETF TRUST | $3.13万 | 0.01% | 624 | 2 | 0.3% | $100 | 加仓 |
| DDOG | DATADOG INC | $3.18万 | 0.01% | 269 | 235 | 691.2% | $2.77万 | 加仓 |
| APP | APPLOVIN CORP | $3.19万 | 0.01% | 80 | 24 | 42.9% | $9,571 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $3.21万 | 0.01% | 493 | -257 | -34.3% | -$1.67万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $3.23万 | 0.01% | 539 | 26 | 5.1% | $1,559 | 加仓 |
| EG | EVEREST GROUP LTD | $3.24万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| — | BITFARMS LTD | $3.25万 | 0.01% | 16,600 | 7,400 | 80.4% | $1.45万 | 加仓 |
| URI | UNITED RENTALS INC | $3.28万 | 0.01% | 45 | -2 | -4.3% | -$1,457 | 减仓 |
| IJH | ISHARES TR | $3.31万 | 0.01% | 490 | 490 | — | $3.31万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $3.31万 | 0.01% | 253 | 190 | 301.6% | $2.49万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $3.31万 | 0.01% | 69 | -41 | -37.3% | -$1.97万 | 减仓 |
| BIDU | BAIDU INC | $3.34万 | 0.01% | 300 | 300 | — | $3.34万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $3.35万 | 0.01% | 349 | -63 | -15.3% | -$6,047 | 减仓 |
| — | GLOBAL X FDS | $3.36万 | 0.01% | 798 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $3.37万 | 0.01% | 8 | -9 | -52.9% | -$3.79万 | 减仓 |
| AMGN | AMGEN INC | $3.38万 | 0.01% | 96 | 46 | 92.0% | $1.62万 | 重新持有 |
| DVN | DEVON ENERGY CORP NEW | $3.40万 | 0.01% | 676 | 96 | 16.6% | $4,831 | 加仓 |
| CLSK | CLEANSPARK INC | $3.40万 | 0.01% | 4,000 | 4,000 | — | $3.40万 | 新建仓 |
| SF | STIFEL FINL CORP | $3.43万 | 0.01% | 464 | 101 | 27.8% | $7,466 | 加仓 |
| PCAR | PACCAR INC | $3.44万 | 0.01% | 298 | 30 | 11.2% | $3,465 | 加仓 |
| ROST | ROSS STORES INC | $3.47万 | 0.01% | 160 | 26 | 19.4% | $5,632 | 加仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $3.48万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $3.51万 | 0.01% | 233 | 27 | 13.1% | $4,072 | 加仓 |
| PGR | PROGRESSIVE CORP | $3.53万 | 0.01% | 178 | -25 | -12.3% | -$4,956 | 减仓 |
| NDAQ | NASDAQ INC | $3.55万 | 0.01% | 418 | 195 | 87.4% | $1.66万 | 加仓 |
| PDD | PDD HOLDINGS INC | $3.58万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $3.61万 | 0.01% | 9,850 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $3.61万 | 0.01% | 93 | 7 | 8.1% | $2,718 | 加仓 |
| SO | SOUTHERN CO | $3.68万 | 0.01% | 381 | 49 | 14.8% | $4,729 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $3.70万 | 0.01% | 402 | 186 | 86.1% | $1.71万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $3.71万 | 0.01% | 3,000 | 3,000 | — | $3.71万 | 新建仓 |
| MSCI | MSCI INC | $3.72万 | 0.01% | 69 | 42 | 155.6% | $2.26万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $3.73万 | 0.01% | 2,346 | -115 | -4.7% | -$1,827 | 减仓 |
| TSN | TYSON FOODS INC | $3.79万 | 0.01% | 591 | 39 | 7.1% | $2,499 | 加仓 |
| KOD | KODIAK SCIENCES INC | $3.82万 | 0.01% | 1,001 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $3.83万 | 0.01% | 176 | -148 | -45.7% | -$3.22万 | 减仓 |
| ITA | ISHARES TR | $3.83万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $3.89万 | 0.01% | 110 | 59 | 115.7% | $2.09万 | 加仓 |
| EPP | ISHARES INC | $3.91万 | 0.01% | 735 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $3.93万 | 0.01% | 1,171 | 31 | 2.7% | $1,039 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $3.94万 | 0.01% | 476 | -734 | -60.7% | -$6.08万 | 减仓 |
| VLO | VALERO ENERGY CORP | $3.95万 | 0.01% | 160 | 85 | 113.3% | $2.10万 | 加仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $4.06万 | 0.01% | 6,600 | 2,100 | 46.7% | $1.29万 | 加仓 |
| EME | EMCOR GROUP INC | $4.06万 | 0.01% | 55 | 1 | 1.9% | $738 | 加仓 |
| — | VOLATILITY SHS TR | $4.08万 | 0.01% | 4,884 | 4,884 | — | $4.08万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $4.11万 | 0.01% | 238 | -48 | -16.8% | -$8,284 | 减仓 |
| LNG | CHENIERE ENERGY INC | $4.14万 | 0.01% | 146 | 16 | 12.3% | $4,540 | 加仓 |
| GSAT | GLOBALSTAR INC | $4.15万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $4.16万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| — | HEARTBEAM INC | $4.17万 | 0.01% | 34,160 | 8,660 | 34.0% | $1.06万 | 加仓 |
| — | HONEYWELL INTL INC | $4.17万 | 0.01% | 184 | -71 | -27.8% | -$1.61万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $4.17万 | 0.01% | 2,109 | 2,109 | — | $4.17万 | 新建仓 |
| DG | DOLLAR GEN CORP | $4.18万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $4.25万 | 0.01% | 171 | -51 | -23.0% | -$1.27万 | 减仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $4.27万 | 0.01% | 4,150 | 375 | 9.9% | $3,862 | 加仓 |
| RTX | RTX CORPORATION | $4.30万 | 0.01% | 223 | -917 | -80.4% | -$17.69万 | 减仓 |
| DOW | DOW HLDGS INC | $4.37万 | 0.01% | 1,050 | 699 | 199.1% | $2.91万 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $4.38万 | 0.01% | 8,580 | 662 | 8.4% | $3,376 | 加仓 |