13F 机构持仓

Activest Wealth Management

AVENTURA FL · SEC CIK 0001883134

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.18亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 22.5%
QQQ 12.4%
RSP 9.6%
MU 5.0%
AAPL 4.7%
NVDA 3.2%
AVDE 2.8%
AMZN 2.4%
GOOGL 2.4%
IVV 2.0%

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
TREX TREX INC $2.43万0.00%486 10.2% $50 加仓
DVN DEVON ENERGY CORP NEW $2.44万0.00%591 -85-12.6% -$3,512 减仓
DOV DOVER CORP $2.44万0.00%109 -4-3.5% -$897 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $2.46万0.00%286 286— $2.46万 新建仓
FRT FEDERAL RLTY INVT TR NEW $2.47万0.00%200 00.0% — 不变
ROST ROSS STORES INC $2.47万0.00%116 -44-27.5% -$9,366 减仓
TXN TEXAS INSTRS INC $2.47万0.00%83 -172-67.5% -$5.13万 减仓
TLTW ISHARES TR $2.49万0.00%1,115 1,11237,066.7% $2.48万 加仓
AEE AMEREN CORP $2.50万0.00%221 -23-9.4% -$2,600 减仓
TXRH TEXAS ROADHOUSE INC $2.51万0.00%130 1917.1% $3,671 加仓
ARKQ ARK ETF TR $2.51万0.00%190 00.0% — 不变
ABBV ABBVIE INC $2.52万0.00%100 -76-43.2% -$1.91万 减仓
— AMPLIFY ETF TR $2.53万0.00%381 00.0% — 不变
DECK DECKERS OUTDOOR CORP $2.53万0.00%255 -13-4.9% -$1,291 减仓
MET METLIFE INC $2.54万0.00%300 13682.9% $1.15万 加仓
ATI ATI INC $2.54万0.00%129 -706-84.6% -$13.92万 减仓
EXEL EXELIXIS INC $2.56万0.00%471 -94-16.6% -$5,115 减仓
BSX BOSTON SCIENTIFIC CORP $2.58万0.00%605 -254-29.6% -$1.08万 减仓
ZVRA ZEVRA THERAPEUTICS INC $2.60万0.01%1,815 00.0% — 不变
ADBE ADOBE INC $2.60万0.01%127 -165-56.5% -$3.38万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $2.62万0.01%105 -3-2.8% -$750 减仓
IWY ISHARES TR $2.64万0.01%91 00.0% — 不变
PRU PRUDENTIAL FINL INC $2.66万0.01%246 151158.9% $1.63万 加仓
ALGM ALLEGRO MICROSYSTEMS INC $2.68万0.01%385 00.0% — 不变
PPL PPL CORP $2.70万0.01%742 606445.6% $2.20万 加仓
ILMN ILLUMINA INC $2.71万0.01%154 -29-15.8% -$5,099 减仓
KLAC KLA CORP $2.72万0.01%90 -470-83.9% -$14.18万 减仓
PNFP PINNACLE FINL PARTNERS INC $2.72万0.01%270 00.0% — 不变
CW CURTISS WRIGHT CORP $2.73万0.01%36 00.0% — 不变
KRE SPDR SERIES TRUST $2.74万0.01%366 20.5% $150 加仓
VEEV VEEVA SYS INC $2.75万0.01%155 7593.8% $1.33万 加仓
S SENTINELONE INC $2.75万0.01%1,622 20214.2% $3,428 加仓
— LISTED FDS TR $2.76万0.01%1,495 00.0% — 不变
ZTS ZOETIS INC $2.78万0.01%387 38519,250.0% $2.77万 加仓
FDS FACTSET RESH SYS INC $2.78万0.01%121 78181.4% $1.79万 加仓
RGA REINSURANCE GROUP AMER INC $2.79万0.01%131 -19-12.7% -$4,040 减仓
TXT TEXTRON INC $2.79万0.01%304 -1-0.3% -$92 减仓
BBWI BATH & BODY WORKS INC $2.81万0.01%1,213 -369-23.3% -$8,535 减仓
TAP MOLSON COORS BEVERAGE CO $2.83万0.01%726 72436,200.0% $2.82万 加仓
BND VANGUARD BD INDEX FDS $2.85万0.01%388 -266-40.7% -$1.95万 减仓
MSCI MSCI INC $2.86万0.01%51 -18-26.1% -$1.01万 减仓
GIS GENERAL MILLS INC $2.86万0.01%822 30358.4% $1.05万 加仓
MKTX MARKETAXESS HLDGS INC $2.87万0.01%253 140123.9% $1.59万 加仓
BMA BANCO MACRO S A $2.88万0.01%311 -1,647-84.1% -$15.25万 减仓
VRTX VERTEX PHARMACEUTICALS INC $2.88万0.01%58 1226.1% $5,961 加仓
BLK BLACKROCK INC $2.88万0.01%30 -122-80.3% -$11.73万 减仓
MLI MUELLER INDS INC $2.89万0.01%235 00.0% — 不变
IRM IRON MTN INC DEL $2.89万0.01%229 -41-15.2% -$5,179 减仓
SCHC SCHWAB STRATEGIC TR $2.94万0.01%611 10.2% $48 加仓
CRWD CROWDSTRIKE HLDGS INC $2.98万0.01%39 -783-95.3% -$59.75万 减仓
INTU INTUIT $3.00万0.01%115 -73-38.8% -$1.91万 减仓
CPRT COPART INC $3.01万0.01%1,067 965946.1% $2.72万 加仓
SAP SAP SE $3.08万0.01%200 200— $3.08万 新建仓
ZM ZOOM COMMUNICATIONS INC $3.10万0.01%359 -1-0.3% -$86 减仓
SNPS SYNOPSYS INC $3.12万0.01%70 -61-46.6% -$2.72万 减仓
HAL HALLIBURTON CO $3.13万0.01%921 -2,076-69.3% -$7.05万 减仓
KO COCA COLA CO $3.17万0.01%390 -990-71.7% -$8.05万 减仓
BTDR BITDEER TECHNOLOGIES GROUP $3.17万0.01%2,000 00.0% — 不变
VB VANGUARD INDEX FDS $3.19万0.01%105 79303.8% $2.40万 加仓
ARKG ARK ETF TR $3.19万0.01%759 00.0% — 不变
— ALDEYRA THERAPEUTICS INC $3.19万0.01%15,000 11,000275.0% $2.34万 加仓
SOXL DIREXION SHARES ETF TRUST $3.20万0.01%120 -43-26.4% -$1.15万 减仓
TRV TRAVELERS COMPANIES INC $3.20万0.01%97 -61-38.6% -$2.01万 减仓
ARKK ARK ETF TR $3.23万0.01%400 -1,324-76.8% -$10.70万 减仓
EUAD SPINNAKER ETF SERIES $3.24万0.01%768 00.0% — 不变
NTSK NETSKOPE INC $3.28万0.01%3,000 3,000— $3.28万 新建仓
MTCH MATCH GROUP INC NEW $3.29万0.01%864 -1-0.1% -$38 减仓
CL COLGATE PALMOLIVE CO $3.30万0.01%360 203129.3% $1.86万 加仓
DOW DOW HLDGS INC $3.34万0.01%1,219 16916.1% $4,624 加仓
ITW ILLINOIS TOOL WKS INC $3.35万0.01%124 1918.1% $5,139 加仓
— ARK ETF TR $3.36万0.01%1,108 00.0% — 不变
BIRK BIRKENSTOCK HOLDING PLC $3.38万0.01%785 27052.4% $1.16万 加仓
DDOG DATADOG INC $3.38万0.01%130 -139-51.7% -$3.62万 减仓
VRT VERTIV HOLDINGS CO $3.45万0.01%103 -1,293-92.6% -$43.29万 减仓
IBM INTERNATIONAL BUSINESS MACHS $3.46万0.01%123 -299-70.9% -$8.41万 减仓
GLW CORNING INC $3.47万0.01%136 -36-20.9% -$9,195 减仓
PAYX PAYCHEX INC $3.53万0.01%359 7727.3% $7,571 加仓
IYW ISHARES TR $3.53万0.01%140 -1,160-89.2% -$29.26万 减仓
EG EVEREST GROUP LTD $3.57万0.01%100 11.0% $357 加仓
KMI KINDER MORGAN INC DEL $3.59万0.01%1,124 -47-4.0% -$1,503 减仓
AMAT APPLIED MATLS INC $3.62万0.01%50 -193-79.4% -$13.95万 减仓
FIG FIGMA INC $3.62万0.01%2,000 2,000— $3.62万 新建仓
PAXS PIMCO ACCESS INCOME FUND $3.64万0.01%2,500 -5,000-66.7% -$7.28万 减仓
URGN UROGEN PHARMA LTD $3.68万0.01%1,001 00.0% — 不变
DG DOLLAR GEN CORP $3.71万0.01%322 -30-8.5% -$3,453 减仓
AMP AMERIPRISE FINL INC $3.72万0.01%81 -20-19.8% -$9,175 减仓
MELI MERCADOLIBRE INC $3.73万0.01%22 14175.0% $2.38万 加仓
MCO MOODYS CORP $3.76万0.01%83 -28-25.2% -$1.27万 减仓
DSU BLACKROCK DEBT STRATEGIES FD $3.77万0.01%3,888 -28,926-88.2% -$28.06万 重新持有
CMI CUMMINS INC $3.78万0.01%53 -3-5.4% -$2,140 减仓
CFG CITIZENS FINL GROUP INC $3.80万0.01%542 30.6% $210 加仓
NEM NEWMONT CORP $3.81万0.01%408 -384-48.5% -$3.59万 减仓
LQDA LIQUIDIA CORPORATION $3.87万0.01%486 00.0% — 不变
KOD KODIAK SCIENCES INC $3.90万0.01%1,001 00.0% — 不变
EOG EOG RES INC $3.90万0.01%301 175138.9% $2.27万 加仓
VRSN VERISIGN INC $3.92万0.01%156 -15-8.8% -$3,773 减仓
EFA ISHARES TR $3.94万0.01%379 -954-71.6% -$9.91万 减仓
KBWB INVESCO EXCH TRADED FD TR II $3.95万0.01%425 425— $3.95万 新建仓
RIO RIO TINTO PLC $4.03万0.01%425 42110,525.0% $4.00万 加仓
USB US BANCORP $4.03万0.01%668 -752-53.0% -$4.54万 减仓