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
WHR WHIRLPOOL CORP $390.00%1 1— $39 新建仓
SDRL SEADRILL LTD $380.00%1 00.0% — 不变
UGI UGI CORP NEW $350.00%1 1— $35 新建仓
TDC TERADATA CORP DEL $350.00%1 -3-75.0% -$105 重新持有
— FORESIGHT AUTONOMOUS HLDGS L $340.00%18 320.0% $6 加仓
RARE ULTRAGENYX PHARMACEUTICAL IN $330.00%1 00.0% — 不变
Z ZILLOW GROUP INC $320.00%1 -94-98.9% -$3,008 减仓
FIGR FIGURE TECHNOLOGY SOLUTIO $310.00%1 -8-88.9% -$248 减仓
— CAN FITE BIOFARMA LTD $300.00%10 00.0% — 不变
MRP MILLROSE PPTYS INC $300.00%1 1— $30 新建仓
PK PARK HOTELS & RESORTS INC $290.00%2 2— $29 新建仓
KMPR KEMPER CORP $270.00%1 -136-99.3% -$3,672 减仓
WMG WARNER MUSIC GROUP CORP $270.00%1 1— $27 新建仓
REYN REYNOLDS CONSUMER PRODS INC $270.00%1 1— $27 新建仓
SM SM ENERGY COMPANY $260.00%1 1— $26 新建仓
ELAN ELANCO ANIMAL HEALTH INC $250.00%1 -121-99.2% -$3,025 减仓
SCHR SCHWAB STRATEGIC TR $250.00%1 00.0% — 不变
UA UNDER ARMOUR INC $250.00%4 00.0% — 不变
BLSH BULLISH $230.00%1 -62-98.4% -$1,426 减仓
HAUZ DBX ETF TR $230.00%1 00.0% — 不变
CNXC CONCENTRIX CORP $220.00%1 -213-99.5% -$4,686 减仓
— LIBERTY CAP CORP $220.00%1 1— $22 新建仓
AMTM AMENTUM HOLDINGS INC $210.00%1 00.0% — 不变
ENOV ENOVIS CORPORATION $210.00%1 1— $21 新建仓
OPCH OPTION CARE HEALTH INC $210.00%1 1— $21 新建仓
CHWY CHEWY INC $200.00%1 00.0% — 不变
AVTX AVALO THERAPEUTICS INC $180.00%1 00.0% — 不变
IRT INDEPENDENCE RLTY TR INC $170.00%1 1— $17 新建仓
SAIL SAILPOINT INC $150.00%1 -13-92.9% -$195 减仓
FLG FLAGSTAR BANK NATIONAL ASSOC $150.00%1 00.0% — 重新持有
— PHIO PHARMACEUTICALS CORP $90.00%9 00.0% — 不变
QS QUANTUMSCAPE CORP $80.00%1 1— $8 新建仓
— IBIO INC $70.00%4 00.0% — 不变
TEO TELECOM ARGENTINA SA $70.00%1 00.0% — 不变
— WORKHORSE GROUP INC $60.00%2 1100.0% $3 加仓
— VALNEVA SE $50.00%1 00.0% — 不变
— KIORA PHARMACEUTICALS INC $50.00%2 00.0% — 不变
— BIONANO GENOMICS INC $30.00%3 00.0% — 不变
— VIVOSIM LABS INC $20.00%2 00.0% — 不变
VIS VANGUARD WORLD FD $00.00%0 -3,299-100.0% -$102.99万 清仓
IVW ISHARES TR $00.00%0 -6,950-100.0% -$78.61万 清仓
VOOG VANGUARD ADMIRAL FDS INC $00.00%0 -10,800-100.0% -$73.39万 清仓
BRK/A BERKSHIRE HATHAWAY INC DEL $00.00%0 -1-100.0% -$71.81万 清仓
GHY PGIM GLOBAL HIGH YIELD FD FO $00.00%0 -59,241-100.0% -$69.02万 清仓
IEUR ISHARES TR $00.00%0 -8,649-100.0% -$60.78万 清仓
JPIE J P MORGAN EXCHANGE TRADED F $00.00%0 -10,771-100.0% -$49.62万 清仓
JBBB JANUS DETROIT STR TR $00.00%0 -6,867-100.0% -$32.00万 清仓
IXN ISHARES TR $00.00%0 -2,944-100.0% -$29.43万 清仓
MBB ISHARES TR $00.00%0 -2,624-100.0% -$24.91万 清仓
EWC ISHARES INC $00.00%0 -4,476-100.0% -$24.52万 清仓
CX CEMEX SA EURO MTN BE 144A $00.00%0 -20,000-100.0% -$22.88万 清仓
VHT VANGUARD WORLD FD $00.00%0 -802-100.0% -$21.84万 清仓
FLY FIREFLY AEROSPACE INC $00.00%0 -7,016-100.0% -$19.97万 清仓
BETR BETTER HOME & FINANCE HOLDIN $00.00%0 -5,405-100.0% -$19.25万 清仓
— PGIM HIGH YIELD BOND FUND IN $00.00%0 -12,111-100.0% -$15.94万 清仓
VCR VANGUARD WORLD FD $00.00%0 -401-100.0% -$14.40万 清仓
IXJ ISHARES TR $00.00%0 -1,512-100.0% -$14.14万 清仓
ROOT ROOT INC $00.00%0 -3,000-100.0% -$13.25万 清仓
FTSL FIRST TR EXCHANGE-TRADED FD $00.00%0 -2,600-100.0% -$11.65万 清仓
CCL CARNIVAL CORP $00.00%0 -4,286-100.0% -$11.09万 清仓
NBXG NEUBERGER NEXT GENERATION $00.00%0 -7,500-100.0% -$9.65万 清仓
CGBD CARLYLE SECURED LENDING INC $00.00%0 -8,125-100.0% -$8.89万 清仓
MFM MFS MUN INCOME TR $00.00%0 -14,816-100.0% -$7.99万 清仓
RR RICHTECH ROBOTICS INC $00.00%0 -35,000-100.0% -$7.32万 清仓
XEXGX EATON VANCE TAX-MANAGED GLOB $00.00%0 -8,158-100.0% -$7.06万 清仓
IDV ISHARES TR $00.00%0 -1,659-100.0% -$7.06万 清仓
IWB ISHARES TR $00.00%0 -195-100.0% -$6.95万 清仓
ARM ARM HOLDINGS PLC $00.00%0 -440-100.0% -$6.66万 清仓
QBTS D-WAVE QUANTUM INC $00.00%0 -4,475-100.0% -$6.46万 清仓
EFG ISHARES TR $00.00%0 -536-100.0% -$5.97万 清仓
IWO ISHARES TR $00.00%0 -185-100.0% -$5.82万 清仓
SYFI AB ACTIVE ETFS INC $00.00%0 -1,570-100.0% -$5.58万 清仓
ENB ENBRIDGE INC $00.00%0 -1,023-100.0% -$5.54万 清仓
QYLD GLOBAL X FDS $00.00%0 -2,939-100.0% -$5.04万 清仓
RCAT RED CAT HLDGS INC $00.00%0 -3,750-100.0% -$4.91万 清仓
USO UNITED STS OIL FD LP $00.00%0 -380-100.0% -$4.84万 清仓
SANA SANA BIOTECHNOLOGY INC $00.00%0 -16,300-100.0% -$4.69万 清仓
IPAC ISHARES TR $00.00%0 -601-100.0% -$4.60万 清仓
XETYX EATON VANCE TAX-MANAGED DIVE $00.00%0 -3,325-100.0% -$4.59万 清仓
VTHR VANGUARD SCOTTSDALE FDS $00.00%0 -155-100.0% -$4.46万 清仓
ACP ABRDN INCOME CREDIT STRATEGI $00.00%0 -8,580-100.0% -$4.38万 清仓
— PUTNAM MUN OPPORTUNITIES TR $00.00%0 -4,150-100.0% -$4.27万 清仓
— HONEYWELL INTL INC $00.00%0 -184-100.0% -$4.17万 清仓
— HEARTBEAM INC $00.00%0 -34,160-100.0% -$4.17万 清仓
TM TOYOTA MOTOR CORP $00.00%0 -202-100.0% -$4.16万 清仓
— VOLATILITY SHS TR $00.00%0 -4,884-100.0% -$4.08万 清仓
— PUTNAM MANAGED MUN INCOME TR $00.00%0 -6,600-100.0% -$4.06万 清仓
EPP ISHARES INC $00.00%0 -735-100.0% -$3.91万 清仓
GRAB GRAB HOLDINGS LIMITED $00.00%0 -9,850-100.0% -$3.61万 清仓
PDD PDD HOLDINGS INC $00.00%0 -350-100.0% -$3.58万 清仓
DLY DOUBLELINE YIELD OPPORTUNITI $00.00%0 -2,500-100.0% -$3.48万 清仓
— GLOBAL X FDS $00.00%0 -798-100.0% -$3.36万 清仓
— BITFARMS LTD $00.00%0 -16,600-100.0% -$3.25万 清仓
HYD VANECK ETF TRUST $00.00%0 -624-100.0% -$3.13万 清仓
— MASIMO CORP $00.00%0 -158-100.0% -$2.81万 清仓
SE SEA LTD $00.00%0 -335-100.0% -$2.77万 清仓
URA GLOBAL X FDS $00.00%0 -529-100.0% -$2.56万 清仓
MFIC MIDCAP FINANCIAL INVSTMNT CO $00.00%0 -2,266-100.0% -$2.55万 清仓
HII HUNTINGTON INGALLS INDS INC $00.00%0 -66-100.0% -$2.51万 清仓
— DEFI TECHNOLOGIES INC $00.00%0 -41,500-100.0% -$2.35万 清仓