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 |
|---|---|---|---|---|---|---|---|---|
| SHAK | SHAKE SHACK INC | $85 | 0.00% | 1 | 1 | — | $85 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $86 | 0.00% | 2 | -1 | -33.3% | -$43 | 重新持有 |
| CC | CHEMOURS CO | $88 | 0.00% | 4 | 1 | 33.3% | $22 | 加仓 |
| MDLN | MEDLINE INC | $89 | 0.00% | 2 | 2 | — | $89 | 新建仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $89 | 0.00% | 2 | 2 | — | $89 | 新建仓 |
| — | BITWISE XRP ETF | $90 | 0.00% | 6 | 6 | — | $90 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $92 | 0.00% | 7 | 7 | — | $92 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $92 | 0.00% | 0 | 0 | — | — | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $92 | 0.00% | 1 | 1 | — | $92 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $94 | 0.00% | 2 | 2 | — | $94 | 新建仓 |
| SJM | SMUCKER J M CO | $96 | 0.00% | 1 | -14 | -93.3% | -$1,344 | 重新持有 |
| APPN | APPIAN CORP | $96 | 0.00% | 4 | 4 | — | $96 | 新建仓 |
| UHAL | U HAUL HOLDING COMPANY | $96 | 0.00% | 2 | 2 | — | $96 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $102 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| BXP | BXP INC | $104 | 0.00% | 2 | -10 | -83.3% | -$520 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $104 | 0.00% | 0 | -1 | -100.0% | -$154 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED | $104 | 0.00% | 2 | 2 | — | $104 | 新建仓 |
| FRMI | FERMI INC | $105 | 0.00% | 18 | 18 | — | $105 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $108 | 0.00% | 1 | -66 | -98.5% | -$7,128 | 减仓 |
| AGCO | AGCO CORP | $116 | 0.00% | 1 | 1 | — | $116 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $118 | 0.00% | 2 | -7 | -77.8% | -$413 | 减仓 |
| ZD | ZIFF DAVIS INC | $126 | 0.00% | 3 | 3 | — | $126 | 新建仓 |
| — | SKILLZ INC | $130 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $134 | 0.00% | 1 | 1 | — | $134 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $135 | 0.00% | 3 | -19 | -86.4% | -$855 | 重新持有 |
| AWK | AMERICAN WTR WKS CO INC NEW | $136 | 0.00% | 1 | -23 | -95.8% | -$3,128 | 减仓 |
| WPC | WP CAREY INC | $136 | 0.00% | 2 | 1 | 100.0% | $68 | 重新持有 |
| — | AMPLIFY ETF TR | $138 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $143 | 0.00% | 1 | 1 | — | $143 | 新建仓 |
| CNM | CORE & MAIN INC | $148 | 0.00% | 3 | 3 | — | $148 | 新建仓 |
| — | CYCLERION THERAPEUTICS INC | $155 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $157 | 0.00% | 2 | 2 | — | $157 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $179 | 0.00% | 5 | -21 | -80.8% | -$752 | 重新持有 |
| EBAY | EBAY INC. | $182 | 0.00% | 2 | -2 | -50.0% | -$182 | 减仓 |
| SAIL | SAILPOINT INC | $185 | 0.00% | 14 | 14 | — | $185 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $189 | 0.00% | 1 | 1 | — | $189 | 新建仓 |
| AOS | SMITH A O CORP | $198 | 0.00% | 3 | -7 | -70.0% | -$462 | 减仓 |
| OLN | OLIN CORP | $208 | 0.00% | 7 | 7 | — | $208 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $215 | 0.00% | 50 | 50 | — | $215 | 新建仓 |
| — | VIVOPOWER PLC | $230 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $234 | 0.00% | 3 | -23 | -88.5% | -$1,794 | 减仓 |
| WLK | WESTLAKE CORPORATION | $234 | 0.00% | 2 | 2 | — | $234 | 新建仓 |
| P | EVERPURE INC | $236 | 0.00% | 4 | -283 | -98.6% | -$1.67万 | 减仓 |
| ZTS | ZOETIS INC | $236 | 0.00% | 2 | -72 | -97.3% | -$8,496 | 减仓 |
| GDXJ | VANECK ETF TRUST | $240 | 0.00% | 2 | 2 | — | $240 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $244 | 0.00% | 4 | 4 | — | $244 | 新建仓 |
| — | SANGAMO THERAPEUTICS INC | $247 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | DOGWOOD THERAPEUTICS INC | $253 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $255 | 0.00% | 22 | 22 | — | $255 | 新建仓 |
| VLTO | VERALTO CORP | $265 | 0.00% | 3 | -208 | -98.6% | -$1.84万 | 减仓 |
| KIM | KIMCO REALTY CORP | $270 | 0.00% | 12 | -12 | -50.0% | -$270 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $274 | 0.00% | 2 | 1 | 100.0% | $137 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $277 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $278 | 0.00% | 4 | 3 | 300.0% | $208 | 重新持有 |
| UDR | UDR INC | $304 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $306 | 0.00% | 9 | 9 | — | $306 | 新建仓 |
| DNN | DENISON MINES CORP | $307 | 0.00% | 87 | 87 | — | $307 | 新建仓 |
| SUB | ISHARES TR | $320 | 0.00% | 3 | 3 | — | $320 | 新建仓 |
| MATX | MATSON INC | $328 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $331 | 0.00% | 1 | -107 | -99.1% | -$3.54万 | 减仓 |
| CSL | CARLISLE COS INC | $334 | 0.00% | 1 | -7 | -87.5% | -$2,338 | 重新持有 |
| FHN | FIRST HORIZON CORPORATION | $341 | 0.00% | 15 | 15 | — | $341 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $346 | 0.00% | 6 | 6 | — | $346 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $348 | 0.00% | 4 | 4 | — | $348 | 新建仓 |
| RVTY | REVVITY INC | $350 | 0.00% | 4 | 2 | 100.0% | $175 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $352 | 0.00% | 2 | -585 | -99.7% | -$10.30万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $352 | 0.00% | 10 | -18 | -64.3% | -$634 | 减仓 |
| BOX | BOX INC | $355 | 0.00% | 15 | 15 | — | $355 | 新建仓 |
| XYL | XYLEM INC | $359 | 0.00% | 3 | -5 | -62.5% | -$598 | 减仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $368 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $373 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $375 | 0.00% | 54 | 54 | — | $375 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $375 | 0.00% | 2 | 2 | — | $375 | 新建仓 |
| CGNX | COGNEX CORP | $392 | 0.00% | 8 | -34 | -81.0% | -$1,666 | 重新持有 |
| — | CARTESIAN THERAPEUTICS INC | $406 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $412 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $431 | 0.00% | 1,833 | 0 | 0.0% | — | 不变 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $443 | 0.00% | 39 | 39 | — | $443 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC | $451 | 0.00% | 1,833 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $463 | 0.00% | 5 | 5 | — | $463 | 新建仓 |
| LII | LENNOX INTL INC | $464 | 0.00% | 1 | -2 | -66.7% | -$928 | 减仓 |
| AES | AES CORP | $465 | 0.00% | 33 | 23 | 230.0% | $324 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $475 | 0.00% | 5 | -21 | -80.8% | -$1,995 | 减仓 |
| THO | THOR INDS INC | $479 | 0.00% | 6 | -35 | -85.4% | -$2,794 | 减仓 |
| IR | INGERSOLL RAND INC | $481 | 0.00% | 6 | -1,004 | -99.4% | -$8.05万 | 减仓 |
| — | GRACE THERAPEUTICS INC | $482 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $488 | 0.00% | 8 | -102 | -92.7% | -$6,222 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $504 | 0.00% | 5 | 3 | 150.0% | $302 | 加仓 |
| BG | BUNGE GLOBAL SA | $509 | 0.00% | 4 | 0 | 0.0% | — | 重新持有 |
| — | INVESCO CURRENCYSHARES BRIT | $509 | 0.00% | 4 | 4 | — | $509 | 新建仓 |
| AGNC | AGNC INVT CORP | $512 | 0.00% | 51 | -1,966 | -97.5% | -$1.97万 | 减仓 |
| QGEN | QIAGEN NV | $521 | 0.00% | 13 | 13 | — | $521 | 新建仓 |
| GTE | GRAN TIERRA ENERGY INC | $547 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $557 | 0.00% | 4 | -2 | -33.3% | -$278 | 重新持有 |
| THC | TENET HEALTHCARE CORP | $566 | 0.00% | 3 | -129 | -97.7% | -$2.43万 | 减仓 |
| IWN | ISHARES TR | $569 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PSFE | PAYSAFE LIMITED | $572 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $580 | 0.00% | 17 | 2 | 13.3% | $68 | 重新持有 |
| CME | CME GROUP INC | $591 | 0.00% | 2 | -33 | -94.3% | -$9,752 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $598 | 0.00% | 15 | 5 | 50.0% | $199 | 加仓 |