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 |
|---|---|---|---|---|---|---|---|---|
| FHN | FIRST HORIZON CORPORATION | $341 | 0.00% | 15 | 15 | — | $341 | 新建仓 |
| CSL | CARLISLE COS INC | $334 | 0.00% | 1 | -7 | -87.5% | -$2,338 | 重新持有 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $331 | 0.00% | 1 | -107 | -99.1% | -$3.54万 | 减仓 |
| MATX | MATSON INC | $328 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $320 | 0.00% | 3 | 3 | — | $320 | 新建仓 |
| DNN | DENISON MINES CORP | $307 | 0.00% | 87 | 87 | — | $307 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $306 | 0.00% | 9 | 9 | — | $306 | 新建仓 |
| UDR | UDR INC | $304 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $278 | 0.00% | 4 | 3 | 300.0% | $208 | 重新持有 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $277 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $274 | 0.00% | 2 | 1 | 100.0% | $137 | 加仓 |
| KIM | KIMCO REALTY CORP | $270 | 0.00% | 12 | -12 | -50.0% | -$270 | 减仓 |
| VLTO | VERALTO CORP | $265 | 0.00% | 3 | -208 | -98.6% | -$1.84万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $255 | 0.00% | 22 | 22 | — | $255 | 新建仓 |
| — | DOGWOOD THERAPEUTICS INC | $253 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | SANGAMO THERAPEUTICS INC | $247 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $244 | 0.00% | 4 | 4 | — | $244 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $240 | 0.00% | 2 | 2 | — | $240 | 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 |
| 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 |
| — | VIVOPOWER PLC | $230 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $215 | 0.00% | 50 | 50 | — | $215 | 新建仓 |
| OLN | OLIN CORP | $208 | 0.00% | 7 | 7 | — | $208 | 新建仓 |
| AOS | SMITH A O CORP | $198 | 0.00% | 3 | -7 | -70.0% | -$462 | 减仓 |
| VOT | VANGUARD INDEX FDS | $189 | 0.00% | 1 | 1 | — | $189 | 新建仓 |
| SAIL | SAILPOINT INC | $185 | 0.00% | 14 | 14 | — | $185 | 新建仓 |
| EBAY | EBAY INC. | $182 | 0.00% | 2 | -2 | -50.0% | -$182 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $179 | 0.00% | 5 | -21 | -80.8% | -$752 | 重新持有 |
| CP | CANADIAN PACIFIC KANSAS CITY | $157 | 0.00% | 2 | 2 | — | $157 | 新建仓 |
| — | CYCLERION THERAPEUTICS INC | $155 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $148 | 0.00% | 3 | 3 | — | $148 | 新建仓 |
| IDA | IDACORP INC | $143 | 0.00% | 1 | 1 | — | $143 | 新建仓 |
| — | AMPLIFY ETF TR | $138 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| 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 |
| AMKR | AMKOR TECHNOLOGY INC | $135 | 0.00% | 3 | -19 | -86.4% | -$855 | 重新持有 |
| FTEC | FIDELITY COVINGTON TRUST | $134 | 0.00% | 1 | 1 | — | $134 | 新建仓 |
| — | SKILLZ INC | $130 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ZD | ZIFF DAVIS INC | $126 | 0.00% | 3 | 3 | — | $126 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $118 | 0.00% | 2 | -7 | -77.8% | -$413 | 减仓 |
| AGCO | AGCO CORP | $116 | 0.00% | 1 | 1 | — | $116 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $108 | 0.00% | 1 | -66 | -98.5% | -$7,128 | 减仓 |
| FRMI | FERMI INC | $105 | 0.00% | 18 | 18 | — | $105 | 新建仓 |
| 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 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $102 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| 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 |
| SPEM | SPDR INDEX SHS FDS | $94 | 0.00% | 2 | 2 | — | $94 | 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 |
| — | BITWISE XRP ETF | $90 | 0.00% | 6 | 6 | — | $90 | 新建仓 |
| 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 |
| CC | CHEMOURS CO | $88 | 0.00% | 4 | 1 | 33.3% | $22 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $86 | 0.00% | 2 | -1 | -33.3% | -$43 | 重新持有 |
| DCI | DONALDSON INC | $85 | 0.00% | 1 | 1 | — | $85 | 新建仓 |
| SHAK | SHAKE SHACK INC | $85 | 0.00% | 1 | 1 | — | $85 | 新建仓 |
| — | ASHFORD HOSPITALITY TR INC | $82 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | THERAPEUTICSMD INC | $81 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $79 | 0.00% | 1 | -11 | -91.7% | -$869 | 减仓 |
| TLTW | ISHARES TR | $76 | 0.00% | 3 | -2 | -40.0% | -$51 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $74 | 0.00% | 2 | 2 | — | $74 | 新建仓 |
| — | QUANTUM BIOPHARMA LTD | $72 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $69 | 0.00% | 3 | 3 | — | $69 | 新建仓 |
| URNM | SPROTT FDS TR | $63 | 0.00% | 1 | 1 | — | $63 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $63 | 0.00% | 9 | 9 | — | $63 | 新建仓 |
| NVDL | GRANITESHARES ETF TR | $61 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $59 | 0.00% | 5 | -8 | -61.5% | -$94 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $58 | 0.00% | 1 | -1 | -50.0% | -$58 | 减仓 |
| — | XWELL INC | $58 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $58 | 0.00% | 2 | 2 | — | $58 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $57 | 0.00% | 3 | 3 | — | $57 | 新建仓 |
| IETC | ISHARES U S ETF TR | $54 | 0.00% | 1 | -741 | -99.9% | -$4.00万 | 减仓 |
| BF/A | BROWN FORMAN CORP | $54 | 0.00% | 2 | 2 | — | $54 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $48 | 0.00% | 1 | 1 | — | $48 | 新建仓 |
| SDRL | SEADRILL LTD | $46 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $44 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINL INC | $44 | 0.00% | 1 | 1 | — | $44 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $41 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XMTR | XOMETRY INC | $41 | 0.00% | 1 | 1 | — | $41 | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $38 | 0.00% | 4 | 4 | — | $38 | 新建仓 |
| — | FORESIGHT AUTONOMOUS HLDGS L | $37 | 0.00% | 15 | -32 | -68.1% | -$79 | 减仓 |
| GLIBK | GCI LIBERTY INC | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH & PAYNE INC | $36 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | REVIVA PHARMACEUTCLS HLDGS I | $36 | 0.00% | 50 | 50 | — | $36 | 新建仓 |
| ALKS | ALKERMES PLC | $35 | 0.00% | 1 | 1 | — | $35 | 新建仓 |
| — | CAN FITE BIOFARMA LTD | $31 | 0.00% | 10 | 10 | — | $31 | 新建仓 |
| RKT | ROCKET COS INC | $29 | 0.00% | 2 | 2 | — | $29 | 新建仓 |
| LKQ | LKQ CORP | $29 | 0.00% | 1 | -2 | -66.7% | -$58 | 重新持有 |
| — | STABLEX TECHNOLOGIES INC | $28 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RPD | RAPID7 INC | $28 | 0.00% | 5 | 5 | — | $28 | 新建仓 |
| SUPV | GRUPO SUPERVIELLE S.A. | $28 | 0.00% | 3 | 3 | — | $28 | 新建仓 |
| CHWY | CHEWY INC | $27 | 0.00% | 1 | -686 | -99.9% | -$1.85万 | 减仓 |
| — | WISDOMTREE TR | $27 | 0.00% | 1 | 0 | 0.0% | — | 不变 |