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 |
|---|---|---|---|---|---|---|---|---|
| AOA | ISHARES TR | $4.42万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $4.43万 | 0.01% | 318 | 14 | 4.6% | $1,951 | 加仓 |
| TGT | TARGET CORP | $4.44万 | 0.01% | 366 | -1,476 | -80.1% | -$17.89万 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $4.45万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $4.45万 | 0.01% | 417 | -18 | -4.1% | -$1,921 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $4.46万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $4.49万 | 0.01% | 101 | 22 | 27.8% | $9,777 | 加仓 |
| FTNT | FORTINET INC | $4.50万 | 0.01% | 551 | -20 | -3.5% | -$1,634 | 减仓 |
| KEY | KEYCORP | $4.51万 | 0.01% | 2,251 | 88 | 4.1% | $1,764 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4.53万 | 0.01% | 488 | 69 | 16.5% | $6,409 | 加仓 |
| ABT | ABBOTT LABORATORIES | $4.58万 | 0.01% | 446 | -43 | -8.8% | -$4,415 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $4.59万 | 0.01% | 3,325 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $4.59万 | 0.01% | 53 | 2 | 3.9% | $1,731 | 加仓 |
| XBI | SPDR SERIES TRUST | $4.59万 | 0.01% | 359 | -751 | -67.7% | -$9.60万 | 减仓 |
| IPAC | ISHARES TR | $4.60万 | 0.01% | 601 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $4.61万 | 0.01% | 158 | 88 | 125.7% | $2.57万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $4.63万 | 0.01% | 3,095 | 3,018 | 3,919.5% | $4.51万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $4.64万 | 0.01% | 219 | 20 | 10.1% | $4,238 | 加仓 |
| MSTR | STRATEGY INC | $4.67万 | 0.01% | 374 | 364 | 3,640.0% | $4.54万 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC | $4.69万 | 0.01% | 16,300 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $4.75万 | 0.01% | 888 | 94 | 11.8% | $5,028 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $4.79万 | 0.01% | 1,471 | 153 | 11.6% | $4,979 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $4.81万 | 0.01% | 654 | 3 | 0.5% | $221 | 加仓 |
| USO | UNITED STS OIL FD LP | $4.84万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $4.84万 | 0.01% | 111 | 28 | 33.7% | $1.22万 | 加仓 |
| CI | THE CIGNA GROUP | $4.89万 | 0.01% | 183 | 45 | 32.6% | $1.20万 | 加仓 |
| RCAT | RED CAT HLDGS INC | $4.91万 | 0.01% | 3,750 | 3,750 | — | $4.91万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $4.94万 | 0.01% | 255 | 141 | 123.7% | $2.73万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4.96万 | 0.01% | 378 | 96 | 34.0% | $1.26万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $4.96万 | 0.01% | 1,043 | 4 | 0.4% | $190 | 加仓 |
| EUFN | ISHARES TR | $4.99万 | 0.01% | 1,431 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $5.00万 | 0.01% | 252 | -6 | -2.3% | -$1,191 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $5.01万 | 0.01% | 146 | -697 | -82.7% | -$23.92万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5.01万 | 0.01% | 903 | 901 | 45,050.0% | $5.00万 | 加仓 |
| QYLD | GLOBAL X FDS | $5.04万 | 0.01% | 2,939 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS ETF TRUST | $5.05万 | 0.01% | 1,016 | 1,016 | — | $5.05万 | 新建仓 |
| ITOT | ISHARES TR | $5.06万 | 0.01% | 355 | 319 | 886.1% | $4.54万 | 加仓 |
| HUT | HUT 8 CORP | $5.07万 | 0.01% | 1,080 | 11 | 1.0% | $516 | 加仓 |
| SNPS | SYNOPSYS INC | $5.18万 | 0.01% | 131 | 39 | 42.4% | $1.54万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $5.18万 | 0.01% | 249 | 8 | 3.3% | $1,665 | 加仓 |
| CNC | CENTENE CORP DEL | $5.23万 | 0.01% | 1,598 | -260 | -14.0% | -$8,512 | 减仓 |
| BCS | BARCLAYS PLC | $5.28万 | 0.01% | 2,495 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $5.29万 | 0.01% | 166 | 120 | 260.9% | $3.82万 | 加仓 |
| HD | HOME DEPOT INC | $5.30万 | 0.01% | 161 | -65 | -28.8% | -$2.14万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5.34万 | 0.01% | 263 | 94 | 55.6% | $1.91万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5.39万 | 0.01% | 859 | -309 | -26.5% | -$1.94万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $5.40万 | 0.01% | 1,640 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $5.47万 | 0.01% | 206 | -71 | -25.6% | -$1.89万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $5.50万 | 0.01% | 2,943 | 2,364 | 408.3% | $4.42万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $5.53万 | 0.01% | 588 | 126 | 27.3% | $1.18万 | 加仓 |
| ENB | ENBRIDGE INC | $5.54万 | 0.01% | 1,023 | -828 | -44.7% | -$4.48万 | 减仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $5.58万 | 0.01% | 21,000 | 8,800 | 72.1% | $2.34万 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $5.58万 | 0.01% | 1,570 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $5.66万 | 0.01% | 1,946 | 6 | 0.3% | $174 | 加仓 |
| IHAK | ISHARES TR | $5.71万 | 0.01% | 1,307 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $5.77万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $5.79万 | 0.01% | 291 | -4 | -1.4% | -$796 | 减仓 |
| IWO | ISHARES TR | $5.82万 | 0.01% | 185 | 5 | 2.8% | $1,573 | 加仓 |
| O | REALTY INCOME CORP | $5.93万 | 0.01% | 970 | 25 | 2.6% | $1,530 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5.95万 | 0.01% | 343 | 139 | 68.1% | $2.41万 | 加仓 |
| EFG | ISHARES TR | $5.97万 | 0.01% | 536 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $6.08万 | 0.01% | 1,065 | 20 | 1.9% | $1,141 | 加仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $6.08万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $6.13万 | 0.01% | 1,200 | -8,400 | -87.5% | -$42.88万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $6.14万 | 0.01% | 2,840 | 582 | 25.8% | $1.26万 | 加仓 |
| IUSG | ISHARES TR | $6.14万 | 0.01% | 396 | 0 | 0.0% | — | 不变 |
| CAIE | CALAMOS ETF TR | $6.20万 | 0.01% | 2,466 | 2,466 | — | $6.20万 | 新建仓 |
| KKR | KKR & CO INC | $6.23万 | 0.01% | 673 | 525 | 354.7% | $4.86万 | 加仓 |
| AGG | ISHARES TR | $6.25万 | 0.01% | 629 | 3 | 0.5% | $298 | 加仓 |
| APH | AMPHENOL CORP | $6.29万 | 0.01% | 498 | -106 | -17.5% | -$1.34万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $6.38万 | 0.01% | 236 | -908 | -79.4% | -$24.56万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $6.39万 | 0.01% | 4,945 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $6.46万 | 0.01% | 4,475 | 4,475 | — | $6.46万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $6.64万 | 0.01% | 86 | 18 | 26.5% | $1.39万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $6.66万 | 0.01% | 440 | 294 | 201.4% | $4.45万 | 加仓 |
| SHOP | SHOPIFY INC | $6.75万 | 0.01% | 569 | 277 | 94.9% | $3.29万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $6.85万 | 0.01% | 1,165 | 16 | 1.4% | $940 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $6.91万 | 0.01% | 2,130 | 7 | 0.3% | $227 | 加仓 |
| IWB | ISHARES TR | $6.95万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $7.06万 | 0.01% | 1,659 | 1,659 | — | $7.06万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $7.06万 | 0.01% | 8,158 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $7.10万 | 0.01% | 292 | -21 | -6.7% | -$5,105 | 减仓 |
| HCA | HCA HEALTHCARE INC | $7.19万 | 0.01% | 152 | -23 | -13.1% | -$1.09万 | 减仓 |
| EIS | ISHARES INC | $7.25万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $7.26万 | 0.01% | 967 | 0 | 0.0% | — | 不变 |
| RR | RICHTECH ROBOTICS INC | $7.32万 | 0.01% | 35,000 | 35,000 | — | $7.32万 | 新建仓 |
| NOW | SERVICENOW INC | $7.33万 | 0.01% | 701 | 231 | 49.1% | $2.42万 | 加仓 |
| USB | US BANCORP | $7.39万 | 0.01% | 1,420 | 59 | 4.3% | $3,069 | 加仓 |
| PSX | PHILLIPS 66 | $7.41万 | 0.01% | 407 | 7 | 1.8% | $1,275 | 加仓 |
| SPHY | SPDR SERIES TRUST | $7.46万 | 0.01% | 3,200 | 3,200 | — | $7.46万 | 新建仓 |
| PLD | PROLOGIS INC. | $7.51万 | 0.01% | 568 | 20 | 3.6% | $2,645 | 加仓 |
| TER | TERADYNE INC | $7.59万 | 0.01% | 256 | 13 | 5.3% | $3,854 | 加仓 |
| UBS | UBS GROUP AG | $7.65万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $7.67万 | 0.01% | 1,162 | -266 | -18.6% | -$1.75万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $7.84万 | 0.01% | 1,392 | 360 | 34.9% | $2.03万 | 加仓 |
| EQIX | EQUINIX INC | $7.85万 | 0.01% | 80 | 31 | 63.3% | $3.04万 | 加仓 |
| LQD | ISHARES TR | $7.86万 | 0.01% | 722 | -1,053 | -59.3% | -$11.47万 | 减仓 |
| NET | CLOUDFLARE INC | $7.87万 | 0.01% | 381 | 339 | 807.1% | $7.00万 | 加仓 |
| SYK | STRYKER CORPORATION | $7.89万 | 0.01% | 240 | 35 | 17.1% | $1.15万 | 加仓 |
| ABNB | AIRBNB INC | $7.89万 | 0.01% | 625 | 31 | 5.2% | $3,915 | 加仓 |