Activest Wealth Management
AVENTURA FL · SEC CIK 0001883134
$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
26Q126Q2
前十大持仓 占组合比例
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 | $39 | 0.00% | 1 | 1 | — | $39 | 新建仓 |
| SDRL | SEADRILL LTD | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $35 | 0.00% | 1 | 1 | — | $35 | 新建仓 |
| TDC | TERADATA CORP DEL | $35 | 0.00% | 1 | -3 | -75.0% | -$105 | 重新持有 |
| — | FORESIGHT AUTONOMOUS HLDGS L | $34 | 0.00% | 18 | 3 | 20.0% | $6 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $33 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $32 | 0.00% | 1 | -94 | -98.9% | -$3,008 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $31 | 0.00% | 1 | -8 | -88.9% | -$248 | 减仓 |
| — | CAN FITE BIOFARMA LTD | $30 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $30 | 0.00% | 1 | 1 | — | $30 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $29 | 0.00% | 2 | 2 | — | $29 | 新建仓 |
| KMPR | KEMPER CORP | $27 | 0.00% | 1 | -136 | -99.3% | -$3,672 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $27 | 0.00% | 1 | 1 | — | $27 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $27 | 0.00% | 1 | 1 | — | $27 | 新建仓 |
| SM | SM ENERGY COMPANY | $26 | 0.00% | 1 | 1 | — | $26 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $25 | 0.00% | 1 | -121 | -99.2% | -$3,025 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $25 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $25 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BLSH | BULLISH | $23 | 0.00% | 1 | -62 | -98.4% | -$1,426 | 减仓 |
| HAUZ | DBX ETF TR | $23 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP | $22 | 0.00% | 1 | -213 | -99.5% | -$4,686 | 减仓 |
| — | LIBERTY CAP CORP | $22 | 0.00% | 1 | 1 | — | $22 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $21 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ENOV | ENOVIS CORPORATION | $21 | 0.00% | 1 | 1 | — | $21 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC | $21 | 0.00% | 1 | 1 | — | $21 | 新建仓 |
| CHWY | CHEWY INC | $20 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS INC | $18 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC | $17 | 0.00% | 1 | 1 | — | $17 | 新建仓 |
| SAIL | SAILPOINT INC | $15 | 0.00% | 1 | -13 | -92.9% | -$195 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $15 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| — | PHIO PHARMACEUTICALS CORP | $9 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $8 | 0.00% | 1 | 1 | — | $8 | 新建仓 |
| — | IBIO INC | $7 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TEO | TELECOM ARGENTINA SA | $7 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | WORKHORSE GROUP INC | $6 | 0.00% | 2 | 1 | 100.0% | $3 | 加仓 |
| — | VALNEVA SE | $5 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | KIORA PHARMACEUTICALS INC | $5 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BIONANO GENOMICS INC | $3 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | VIVOSIM LABS INC | $2 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,299 | -100.0% | -$102.99万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -6,950 | -100.0% | -$78.61万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -10,800 | -100.0% | -$73.39万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$71.81万 | 清仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $0 | 0.00% | 0 | -59,241 | -100.0% | -$69.02万 | 清仓 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -8,649 | -100.0% | -$60.78万 | 清仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -10,771 | -100.0% | -$49.62万 | 清仓 |
| JBBB | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -6,867 | -100.0% | -$32.00万 | 清仓 |
| IXN | ISHARES TR | $0 | 0.00% | 0 | -2,944 | -100.0% | -$29.43万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,624 | -100.0% | -$24.91万 | 清仓 |
| EWC | ISHARES INC | $0 | 0.00% | 0 | -4,476 | -100.0% | -$24.52万 | 清仓 |
| CX | CEMEX SA EURO MTN BE 144A | $0 | 0.00% | 0 | -20,000 | -100.0% | -$22.88万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -802 | -100.0% | -$21.84万 | 清仓 |
| FLY | FIREFLY AEROSPACE INC | $0 | 0.00% | 0 | -7,016 | -100.0% | -$19.97万 | 清仓 |
| BETR | BETTER HOME & FINANCE HOLDIN | $0 | 0.00% | 0 | -5,405 | -100.0% | -$19.25万 | 清仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $0 | 0.00% | 0 | -12,111 | -100.0% | -$15.94万 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | -401 | -100.0% | -$14.40万 | 清仓 |
| IXJ | ISHARES TR | $0 | 0.00% | 0 | -1,512 | -100.0% | -$14.14万 | 清仓 |
| ROOT | ROOT INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$13.25万 | 清仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,600 | -100.0% | -$11.65万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -4,286 | -100.0% | -$11.09万 | 清仓 |
| NBXG | NEUBERGER NEXT GENERATION | $0 | 0.00% | 0 | -7,500 | -100.0% | -$9.65万 | 清仓 |
| CGBD | CARLYLE SECURED LENDING INC | $0 | 0.00% | 0 | -8,125 | -100.0% | -$8.89万 | 清仓 |
| MFM | MFS MUN INCOME TR | $0 | 0.00% | 0 | -14,816 | -100.0% | -$7.99万 | 清仓 |
| RR | RICHTECH ROBOTICS INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$7.32万 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | -8,158 | -100.0% | -$7.06万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -1,659 | -100.0% | -$7.06万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -195 | -100.0% | -$6.95万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -440 | -100.0% | -$6.66万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -4,475 | -100.0% | -$6.46万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -536 | -100.0% | -$5.97万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -185 | -100.0% | -$5.82万 | 清仓 |
| SYFI | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -1,570 | -100.0% | -$5.58万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -1,023 | -100.0% | -$5.54万 | 清仓 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -2,939 | -100.0% | -$5.04万 | 清仓 |
| RCAT | RED CAT HLDGS INC | $0 | 0.00% | 0 | -3,750 | -100.0% | -$4.91万 | 清仓 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -380 | -100.0% | -$4.84万 | 清仓 |
| SANA | SANA BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -16,300 | -100.0% | -$4.69万 | 清仓 |
| IPAC | ISHARES TR | $0 | 0.00% | 0 | -601 | -100.0% | -$4.60万 | 清仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $0 | 0.00% | 0 | -3,325 | -100.0% | -$4.59万 | 清仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -155 | -100.0% | -$4.46万 | 清仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $0 | 0.00% | 0 | -8,580 | -100.0% | -$4.38万 | 清仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $0 | 0.00% | 0 | -4,150 | -100.0% | -$4.27万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -184 | -100.0% | -$4.17万 | 清仓 |
| — | HEARTBEAM INC | $0 | 0.00% | 0 | -34,160 | -100.0% | -$4.17万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -202 | -100.0% | -$4.16万 | 清仓 |
| — | VOLATILITY SHS TR | $0 | 0.00% | 0 | -4,884 | -100.0% | -$4.08万 | 清仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $0 | 0.00% | 0 | -6,600 | -100.0% | -$4.06万 | 清仓 |
| EPP | ISHARES INC | $0 | 0.00% | 0 | -735 | -100.0% | -$3.91万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -9,850 | -100.0% | -$3.61万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -350 | -100.0% | -$3.58万 | 清仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $0 | 0.00% | 0 | -2,500 | -100.0% | -$3.48万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -798 | -100.0% | -$3.36万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -16,600 | -100.0% | -$3.25万 | 清仓 |
| HYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -624 | -100.0% | -$3.13万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -158 | -100.0% | -$2.81万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -335 | -100.0% | -$2.77万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -529 | -100.0% | -$2.56万 | 清仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $0 | 0.00% | 0 | -2,266 | -100.0% | -$2.55万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -66 | -100.0% | -$2.51万 | 清仓 |
| — | DEFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -41,500 | -100.0% | -$2.35万 | 清仓 |