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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $78.61万 | 0.14% | 6,950 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $79.58万 | 0.14% | 3,769 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $81.93万 | 0.14% | 6,165 | 1,429 | 30.2% | $18.99万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $82.92万 | 0.15% | 2,454 | 91 | 3.9% | $3.07万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $83.43万 | 0.15% | 58,589 | -1,764 | -2.9% | -$2.51万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $85.21万 | 0.15% | 8,505 | 75 | 0.9% | $7,514 | 加仓 |
| HYG | ISHARES TR | $88.44万 | 0.16% | 11,117 | 10 | 0.1% | $796 | 加仓 |
| BBAR | BANCO BBVA ARGENTINA S A | $89.59万 | 0.16% | 55,787 | 15,620 | 38.9% | $25.09万 | 加仓 |
| SLV | ISHARES SILVER TR | $93.79万 | 0.16% | 13,765 | 3,322 | 31.8% | $22.64万 | 加仓 |
| PFF | ISHARES TR | $98.76万 | 0.17% | 32,574 | 9,725 | 42.6% | $29.49万 | 加仓 |
| LOMA | LOMA NEGRA C I A S A MTN 14 | $99.32万 | 0.17% | 89,560 | -47,117 | -34.5% | -$52.25万 | 减仓 |
| VIS | VANGUARD WORLD FD | $102.99万 | 0.18% | 3,299 | 9 | 0.3% | $2,810 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $104.17万 | 0.18% | 6,441 | -658 | -9.3% | -$10.64万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $104.29万 | 0.18% | 3,854 | -118 | -3.0% | -$3.19万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $108.63万 | 0.19% | 45,855 | 6,749 | 17.3% | $15.99万 | 加仓 |
| SOXX | ISHARES TR | $118.14万 | 0.21% | 3,595 | 158 | 4.6% | $5.19万 | 加仓 |
| ALL | ALLSTATE CORP | $141.24万 | 0.25% | 6,812 | 6,720 | 7,304.3% | $139.33万 | 加仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $142.99万 | 0.25% | 30,612 | 4,241 | 16.1% | $19.81万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $144.44万 | 0.25% | 133,372 | 18,475 | 16.1% | $20.01万 | 加仓 |
| IEFA | ISHARES TR | $148.51万 | 0.26% | 16,405 | 20 | 0.1% | $1,811 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $155.98万 | 0.27% | 14,524 | 519 | 3.7% | $5.57万 | 加仓 |
| ACWI | ISHARES TR | $159.32万 | 0.28% | 11,514 | -3,358 | -22.6% | -$46.46万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $161.80万 | 0.28% | 189,908 | 21,300 | 12.6% | $18.15万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $164.10万 | 0.29% | 27,799 | 27,356 | 6,175.2% | $161.48万 | 加仓 |
| AVGO | BROADCOM INC | $192.03万 | 0.34% | 6,204 | 774 | 14.3% | $23.96万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $193.79万 | 0.34% | 6,588 | 1,972 | 42.7% | $58.01万 | 加仓 |
| GLD | SPDR GOLD TR | $198.81万 | 0.35% | 4,620 | 565 | 13.9% | $24.31万 | 加仓 |
| IWF | ISHARES TR | $211.46万 | 0.37% | 4,959 | -19 | -0.4% | -$8,102 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA | $220.05万 | 0.39% | 47,608 | -736 | -1.5% | -$3.40万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $221.49万 | 0.39% | 13,495 | 5,152 | 61.8% | $84.56万 | 加仓 |
| AMLP | ALPS ETF TR | $223.08万 | 0.39% | 42,378 | 8,499 | 25.1% | $44.74万 | 加仓 |
| LLY | ELI LILLY & CO | $242.76万 | 0.43% | 2,639 | 2,043 | 342.8% | $187.94万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $253.08万 | 0.44% | 17,262 | 9,242 | 115.2% | $135.50万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $256.84万 | 0.45% | 66,850 | -25,931 | -27.9% | -$99.63万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $285.58万 | 0.50% | 46,617 | 8,029 | 20.8% | $49.19万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $285.79万 | 0.50% | 204,723 | 9,102 | 4.7% | $12.71万 | 加仓 |
| ARGT | GLOBAL X FDS | $322.18万 | 0.57% | 34,524 | 3,904 | 12.7% | $36.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $323.51万 | 0.57% | 52,084 | 36,257 | 229.1% | $225.21万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $337.49万 | 0.59% | 68,359 | -8,626 | -11.2% | -$42.59万 | 减仓 |
| KBDC | KAYNE ANDERSON BDC INC | $338.84万 | 0.60% | 246,966 | 38,570 | 18.5% | $52.92万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $389.32万 | 0.68% | 8,124 | 3,572 | 78.5% | $171.18万 | 加仓 |
| USFR | WISDOMTREE TR | $418.87万 | 0.74% | 83,209 | -34,095 | -29.1% | -$171.63万 | 减仓 |
| GOOG | ALPHABET INC | $477.82万 | 0.84% | 16,657 | 6,867 | 70.1% | $196.98万 | 加仓 |
| KWEB | KRANESHARES TRUST | $497.56万 | 0.87% | 175,013 | 78,937 | 82.2% | $224.42万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $519.94万 | 0.91% | 64,525 | -49,414 | -43.4% | -$398.18万 | 减仓 |
| TSLA | TESLA INC | $539.24万 | 0.95% | 14,506 | 3,063 | 26.8% | $113.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $657.58万 | 1.16% | 17,764 | 7,909 | 80.3% | $292.77万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $678.02万 | 1.19% | 149,805 | 106,465 | 245.7% | $481.86万 | 加仓 |
| AAXJ | ISHARES TR | $768.61万 | 1.35% | 79,823 | 57,758 | 261.8% | $556.15万 | 加仓 |
| IVV | ISHARES TR | $883.37万 | 1.55% | 13,523 | -3,832 | -22.1% | -$250.32万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,070.81万 | 1.88% | 31,696 | 12,423 | 64.5% | $419.70万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,289.92万 | 2.27% | 152,042 | 60,511 | 66.1% | $513.37万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,391.06万 | 2.44% | 23,279 | -650 | -2.7% | -$38.84万 | 减仓 |
| META | META PLATFORMS INC | $1,428.08万 | 2.51% | 24,961 | 9,280 | 59.2% | $530.93万 | 加仓 |
| GOOGL | ALPHABET INC | $1,578.62万 | 2.77% | 54,897 | 9,742 | 21.6% | $280.14万 | 加仓 |
| AMZN | AMAZON COM INC | $1,672.36万 | 2.94% | 80,298 | 14,080 | 21.3% | $293.24万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,925.41万 | 3.38% | 199,112 | -36,531 | -15.5% | -$353.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,089.16万 | 3.67% | 119,791 | 53,477 | 80.6% | $932.64万 | 加仓 |
| AAPL | APPLE INC | $2,959.71万 | 5.20% | 116,620 | -8,344 | -6.7% | -$211.76万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,805.09万 | 8.44% | 250,370 | 25,209 | 11.2% | $483.81万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,361.64万 | 11.18% | 110,219 | 2,541 | 2.4% | $146.66万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.11亿 | 19.58% | 171,372 | 11,490 | 7.2% | $747.24万 | 加仓 |