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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $18.53万 | 0.03% | 371 | -123 | -24.9% | -$6.14万 | 减仓 |
| BIZD | VANECK ETF TRUST | $18.76万 | 0.03% | 14,657 | 14,657 | — | $18.76万 | 新建仓 |
| C | CITIGROUP INC | $18.96万 | 0.03% | 1,672 | 228 | 15.8% | $2.59万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $19.11万 | 0.03% | 1,724 | 1 | 0.1% | $111 | 加仓 |
| BETR | BETTER HOME & FINANCE HOLDIN | $19.25万 | 0.03% | 5,405 | 3,600 | 199.4% | $12.82万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $19.36万 | 0.03% | 6,048 | -164 | -2.6% | -$5,249 | 减仓 |
| VTI | VANGUARD INDEX FDS | $19.43万 | 0.03% | 606 | 252 | 71.2% | $8.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $19.53万 | 0.03% | 914 | -654 | -41.7% | -$13.97万 | 减仓 |
| ONDS | ONDAS INC | $19.71万 | 0.03% | 21,800 | 8,800 | 67.7% | $7.96万 | 加仓 |
| EWJ | ISHARES INC | $19.90万 | 0.03% | 2,356 | 0 | 0.0% | — | 不变 |
| FLY | FIREFLY AEROSPACE INC | $19.97万 | 0.04% | 7,016 | 7,016 | — | $19.97万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.22万 | 0.04% | 724 | -367 | -33.6% | -$10.25万 | 减仓 |
| SPYI | NEOS ETF TRUST | $20.27万 | 0.04% | 4,106 | 3,695 | 899.0% | $18.24万 | 加仓 |
| INDY | ISHARES TR | $20.31万 | 0.04% | 4,808 | -466 | -8.8% | -$1.97万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $21.21万 | 0.04% | 868 | 38 | 4.6% | $9,287 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $21.32万 | 0.04% | 5,524 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $21.35万 | 0.04% | 557 | -426 | -43.3% | -$16.33万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.40万 | 0.04% | 6,974 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $21.84万 | 0.04% | 802 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.05万 | 0.04% | 4,080 | -1,413 | -25.7% | -$7.64万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $22.11万 | 0.04% | 1,337 | 109 | 8.9% | $1.80万 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $22.13万 | 0.04% | 2,022 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $22.46万 | 0.04% | 1,527 | -1,005 | -39.7% | -$14.78万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $22.88万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $23.20万 | 0.04% | 6,312 | -2,037 | -24.4% | -$7.49万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $23.46万 | 0.04% | 7,803 | 55 | 0.7% | $1,654 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $23.47万 | 0.04% | 2,961 | 21 | 0.7% | $1,665 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $23.50万 | 0.04% | 1,260 | 313 | 33.1% | $5.84万 | 加仓 |
| IYW | ISHARES TR | $23.58万 | 0.04% | 1,300 | -14,315 | -91.7% | -$259.70万 | 减仓 |
| CRWV | COREWEAVE INC | $23.83万 | 0.04% | 3,076 | 1,036 | 50.8% | $8.03万 | 加仓 |
| GM | GENERAL MTRS CO | $23.90万 | 0.04% | 3,208 | 28 | 0.9% | $2,086 | 加仓 |
| CSCO | CISCO SYS INC | $24.32万 | 0.04% | 3,134 | -651 | -17.2% | -$5.05万 | 减仓 |
| EWC | ISHARES INC | $24.52万 | 0.04% | 4,476 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $24.54万 | 0.04% | 1,956 | 1 | 0.1% | $125 | 加仓 |
| MBB | ISHARES TR | $24.91万 | 0.04% | 2,624 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $25.01万 | 0.04% | 805 | 239 | 42.2% | $7.43万 | 加仓 |
| IREN | IREN LIMITED | $25.69万 | 0.05% | 7,495 | -2,622 | -25.9% | -$8.99万 | 减仓 |
| INTC | INTEL CORP | $25.84万 | 0.05% | 5,855 | 1,130 | 23.9% | $4.99万 | 加仓 |
| CAT | CATERPILLAR INC | $26.00万 | 0.05% | 367 | -225 | -38.0% | -$15.94万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $26.34万 | 0.05% | 9,780 | 1,173 | 13.6% | $3.16万 | 加仓 |
| SAN | BANCO SANTANDER SA | $27.30万 | 0.05% | 24,201 | 60 | 0.2% | $677 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $28.28万 | 0.05% | 21,975 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $28.37万 | 0.05% | 325 | -206 | -38.8% | -$17.98万 | 减仓 |
| DIS | DISNEY WALT CO | $28.49万 | 0.05% | 2,956 | -572 | -16.2% | -$5.51万 | 减仓 |
| ASML | ASML HLDG NV | $29.37万 | 0.05% | 222 | -95 | -30.0% | -$12.57万 | 减仓 |
| IXN | ISHARES TR | $29.43万 | 0.05% | 2,944 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $30.01万 | 0.05% | 14,464 | 2,064 | 16.6% | $4.28万 | 加仓 |
| IWM | ISHARES TR | $30.07万 | 0.05% | 1,212 | -861 | -41.5% | -$21.36万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $30.48万 | 0.05% | 6,109 | 40 | 0.7% | $1,996 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $30.79万 | 0.05% | 6,709 | -1,951 | -22.5% | -$8.95万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $30.86万 | 0.05% | 2,514 | 750 | 42.5% | $9.21万 | 加仓 |
| QUAL | ISHARES TR | $31.79万 | 0.06% | 1,657 | -4,455 | -72.9% | -$85.47万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $32.00万 | 0.06% | 6,867 | 4,467 | 186.1% | $20.82万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.08万 | 0.06% | 822 | 427 | 108.1% | $16.67万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $32.13万 | 0.06% | 6,401 | 874 | 15.8% | $4.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $32.26万 | 0.06% | 739 | -27 | -3.5% | -$1.18万 | 减仓 |
| — | EXXON MOBIL CORP | $32.79万 | 0.06% | 1,933 | 469 | 32.0% | $7.96万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $33.51万 | 0.06% | 6,654 | 1,569 | 30.9% | $7.90万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $34.99万 | 0.06% | 1,396 | 629 | 82.0% | $15.76万 | 加仓 |
| — | FIDELITY ETHEREUM FD | $37.70万 | 0.07% | 18,056 | 1,749 | 10.7% | $3.65万 | 加仓 |
| PFFD | GLOBAL X FDS | $42.19万 | 0.07% | 22,929 | -7,053 | -23.5% | -$12.98万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $43.52万 | 0.08% | 2,715 | 643 | 31.0% | $10.31万 | 加仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $43.59万 | 0.08% | 5,776 | -903 | -13.5% | -$6.81万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $43.70万 | 0.08% | 1,445 | -4 | -0.3% | -$1,210 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.62万 | 0.08% | 551 | -158 | -22.3% | -$13.37万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $48.41万 | 0.09% | 103,450 | 48,450 | 88.1% | $22.67万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.61万 | 0.09% | 488 | 6 | 1.2% | $5,976 | 加仓 |
| SHLD | GLOBAL X FDS | $48.71万 | 0.09% | 6,876 | 6,876 | — | $48.71万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $49.62万 | 0.09% | 10,771 | 0 | 0.0% | — | 不变 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $49.68万 | 0.09% | 40,099 | 12,772 | 46.7% | $15.82万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $50.65万 | 0.09% | 26,913 | -5,560 | -17.1% | -$10.46万 | 减仓 |
| SGOV | ISHARES TR | $51.34万 | 0.09% | 5,100 | -3,613 | -41.5% | -$36.37万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $52.30万 | 0.09% | 57,279 | 12,920 | 29.1% | $11.80万 | 加仓 |
| VGT | VANGUARD WORLD FD | $52.81万 | 0.09% | 757 | 73 | 10.7% | $5.09万 | 加仓 |
| CEMB | ISHARES INC | $53.03万 | 0.09% | 11,712 | 11 | 0.1% | $498 | 加仓 |
| COPX | GLOBAL X FDS | $53.85万 | 0.09% | 7,053 | 7,053 | — | $53.85万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $55.55万 | 0.10% | 1,199 | -1,474 | -55.1% | -$68.29万 | 减仓 |
| EMB | ISHARES TR | $55.90万 | 0.10% | 5,951 | 12 | 0.2% | $1,127 | 加仓 |
| BX | BLACKSTONE INC | $58.59万 | 0.10% | 5,095 | 4,452 | 692.4% | $51.20万 | 加仓 |
| MTUM | ISHARES TR | $60.12万 | 0.11% | 2,505 | -4,390 | -63.7% | -$105.36万 | 减仓 |
| IEUR | ISHARES TR | $60.78万 | 0.11% | 8,649 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $60.89万 | 0.11% | 12,491 | 6,848 | 121.4% | $33.38万 | 加仓 |
| WMT | WALMART INC | $61.96万 | 0.11% | 4,986 | -1,424 | -22.2% | -$17.70万 | 减仓 |
| NFLX | NETFLIX INC. | $62.57万 | 0.11% | 6,508 | 588 | 9.9% | $5.65万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $66.02万 | 0.12% | 3,781 | 410 | 12.2% | $7.16万 | 加仓 |
| MP | MP MATERIALS CORP | $66.85万 | 0.12% | 13,853 | 5,019 | 56.8% | $24.22万 | 加仓 |
| MAGS | LISTED FDS TR | $67.36万 | 0.12% | 11,625 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $68.21万 | 0.12% | 37,854 | 4,072 | 12.1% | $7.34万 | 加仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $69.02万 | 0.12% | 59,241 | 17,000 | 40.2% | $19.81万 | 加仓 |
| PFE | PFIZER INC | $69.70万 | 0.12% | 24,821 | 7,104 | 40.1% | $19.95万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $70.58万 | 0.12% | 29,431 | -21,419 | -42.1% | -$51.36万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.13% | 1 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $73.03万 | 0.13% | 3,530 | 2,638 | 295.7% | $54.58万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $73.39万 | 0.13% | 1,800 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $75.07万 | 0.13% | 5,132 | -364 | -6.6% | -$5.32万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $75.46万 | 0.13% | 3,709 | 1,136 | 44.2% | $23.11万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $77.11万 | 0.14% | 4,571 | 58 | 1.3% | $9,785 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $77.36万 | 0.14% | 10,755 | 8,272 | 333.1% | $59.50万 | 加仓 |
| IWD | ISHARES TR | $77.82万 | 0.14% | 3,642 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $77.98万 | 0.14% | 13,758 | 2,675 | 24.1% | $15.16万 | 加仓 |