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
FSK FS KKR CAP CORP $00.00%0 -2,300-100.0% -$2.34万 清仓
PAA PLAINS ALL AMERN PIPELINE L $00.00%0 -1,000-100.0% -$2.23万 清仓
GOLD GOLD COM INC $00.00%0 -545-100.0% -$2.18万 清仓
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 -133-100.0% -$2.10万 清仓
INDA ISHARES TR $00.00%0 -438-100.0% -$2.05万 清仓
— TILRAY BRANDS INC $00.00%0 -3,000-100.0% -$1.94万 清仓
WCN WASTE CONNECTIONS INC $00.00%0 -108-100.0% -$1.75万 清仓
HASI HA SUSTAINABLE INFRA CAP INC $00.00%0 -450-100.0% -$1.65万 清仓
EWZ ISHARES INC $00.00%0 -412-100.0% -$1.58万 清仓
SITE SITEONE LANDSCAPE SUPPLY INC $00.00%0 -116-100.0% -$1.54万 清仓
LPX LOUISIANA PAC CORP $00.00%0 -200-100.0% -$1.46万 清仓
— STRATEGY INC $00.00%0 -205-100.0% -$1.45万 清仓
MUA BLACKROCK MUNIASSETS FD INC $00.00%0 -1,222-100.0% -$1.30万 清仓
TRU TRANSUNION $00.00%0 -185-100.0% -$1.28万 清仓
— BAKKT INC $00.00%0 -1,700-100.0% -$1.25万 清仓
PALL ABRDN PALLADIUM ETF TRUST $00.00%0 -440-100.0% -$1.19万 清仓
VICI VICI PPTYS INC $00.00%0 -423-100.0% -$1.16万 清仓
AMRZ AMRIZE LTD $00.00%0 -202-100.0% -$1.13万 清仓
CDP COPT DEFENSE PROPERTIES $00.00%0 -359-100.0% -$1.10万 清仓
OKLO OKLO INC $00.00%0 -205-100.0% -$1.02万 清仓
STAG STAG INDUSTRIAL INC $00.00%0 -276-100.0% -$9,953 清仓
CRUS CIRRUS LOGIC INC $00.00%0 -68-100.0% -$9,811 清仓
— INVESCO VALUE MUN INCOME TR $00.00%0 -800-100.0% -$9,728 清仓
PBW INVESCO EXCHANGE TRADED FD T $00.00%0 -300-100.0% -$9,474 清仓
MHD BLACKROCK MUNIHOLDINGS FD IN $00.00%0 -802-100.0% -$9,047 清仓
FCN FTI CONSULTING INC $00.00%0 -51-100.0% -$9,015 清仓
DSM BNY MELLON STRATEGIC MUN BD $00.00%0 -1,500-100.0% -$9,015 清仓
PSEC PROSPECT CAP CORP $00.00%0 -3,300-100.0% -$8,613 清仓
DLO DLOCAL LTD $00.00%0 -520-100.0% -$6,744 清仓
NVR NVR INC $00.00%0 -1-100.0% -$6,590 清仓
— AIR LEASE CORP $00.00%0 -96-100.0% -$6,234 清仓
ACM AECOM $00.00%0 -72-100.0% -$6,107 清仓
HWC HANCOCK WHITNEY CORPORATION $00.00%0 -96-100.0% -$6,105 清仓
LSPD LIGHTSPEED COMMERCE INC $00.00%0 -680-100.0% -$6,071 清仓
NIO NIO INC $00.00%0 -1,000-100.0% -$6,030 清仓
— WESTERN ASSET HIGH INCOM FD $00.00%0 -1,333-100.0% -$5,305 清仓
CHE CHEMED CORP NEW $00.00%0 -14-100.0% -$5,288 清仓
ETH GRAYSCALE ETHEREUM STAKING $00.00%0 -244-100.0% -$4,846 清仓
— ETF OPPORTUNITIES TRUST $00.00%0 -1,109-100.0% -$4,713 清仓
CIBR FIRST TR EXCHANGE-TRADED FD $00.00%0 -74-100.0% -$4,658 清仓
ESAB ESAB CORPORATION $00.00%0 -48-100.0% -$4,640 清仓
— NUVEEN DYNAMIC MUN OPPORTUNI $00.00%0 -450-100.0% -$4,631 清仓
BITO PROSHARES TR $00.00%0 -96-100.0% -$4,457 清仓
SHC SOTERA HEALTH CO $00.00%0 -302-100.0% -$4,331 清仓
NVG NUVEEN AMT FREE MUN CR INC F $00.00%0 -350-100.0% -$4,316 清仓
— TIDAL TRUST II $00.00%0 -218-100.0% -$4,262 清仓
— ONCOLYTICS BIOTECH INC $00.00%0 -5,000-100.0% -$4,244 清仓
EXLS EXLSERVICE HLDGS INC $00.00%0 -136-100.0% -$4,141 清仓
— CREDIT SUISSE ASSET MGMT $00.00%0 -1,500-100.0% -$3,840 清仓
REXR REXFORD INDL RLTY INC $00.00%0 -117-100.0% -$3,829 清仓
CACI CACI INTL INC $00.00%0 -7-100.0% -$3,807 清仓
AVY AVERY DENNISON CORP $00.00%0 -22-100.0% -$3,799 清仓
TMQ TRILOGY METALS INC NEW $00.00%0 -1,000-100.0% -$3,590 清仓
AZN ASTRAZENECA PLC $00.00%0 -18-100.0% -$3,550 清仓
MYN BLACKROCK MUNIYIELD N Y QUAL $00.00%0 -360-100.0% -$3,456 清仓
VGSH VANGUARD SCOTTSDALE FDS $00.00%0 -57-100.0% -$3,337 清仓
BBJP J P MORGAN EXCHANGE TRADED F $00.00%0 -48-100.0% -$3,308 清仓
— PROSHARES TR II $00.00%0 -232-100.0% -$3,286 清仓
LOPE GRAND CANYON ED INC $00.00%0 -18-100.0% -$3,061 清仓
VNT VONTIER CORPORATION $00.00%0 -71-100.0% -$2,518 清仓
CG CARLYLE GROUP INC $00.00%0 -48-100.0% -$2,323 清仓
CWEN CLEARWAY ENERGY INC $00.00%0 -59-100.0% -$2,318 清仓
HIMS HIMS & HERS HEALTH INC $00.00%0 -110-100.0% -$2,284 清仓
BBCA J P MORGAN EXCHANGE TRADED F $00.00%0 -24-100.0% -$2,257 清仓
CLS CELESTICA INC $00.00%0 -8-100.0% -$2,253 清仓
VGIT VANGUARD SCOTTSDALE FDS $00.00%0 -37-100.0% -$2,203 清仓
FOXA FOX CORP $00.00%0 -37-100.0% -$2,161 清仓
AWI ARMSTRONG WORLD INDS INC NEW $00.00%0 -13-100.0% -$2,142 清仓
QTUM ETF SER SOLUTIONS $00.00%0 -19-100.0% -$2,057 清仓
— NEOS ETF TRUST $00.00%0 -62-100.0% -$2,020 清仓
BBAX J P MORGAN EXCHANGE TRADED F $00.00%0 -32-100.0% -$1,903 清仓
BBEU J P MORGAN EXCHANGE TRADED F $00.00%0 -26-100.0% -$1,883 清仓
— INVESCO MUNI INCOME OPP TRST $00.00%0 -300-100.0% -$1,842 清仓
SGI SOMNIGROUP INTERNATIONAL INC $00.00%0 -23-100.0% -$1,700 清仓
NPCE NEUROPACE INC $00.00%0 -125-100.0% -$1,644 清仓
FN FABRINET $00.00%0 -3-100.0% -$1,565 清仓
BTC GRAYSCALE BITCOIN MINI TR ET $00.00%0 -52-100.0% -$1,559 清仓
CLH CLEAN HARBORS INC $00.00%0 -5-100.0% -$1,434 清仓
PVAL PUTNAM ETF TRUST $00.00%0 -28-100.0% -$1,299 清仓
FUTY FIDELITY COVINGTON TRUST $00.00%0 -21-100.0% -$1,251 清仓
FTRE FORTREA HLDGS INC $00.00%0 -132-100.0% -$1,243 清仓
DDD 3D SYS CORP DEL $00.00%0 -644-100.0% -$1,211 清仓
VDE VANGUARD WORLD FD $00.00%0 -7-100.0% -$1,211 清仓
— ASSERTIO HOLDINGS INC $00.00%0 -50-100.0% -$953 清仓
GLBE GLOBAL E ONLINE LTD $00.00%0 -29-100.0% -$895 清仓
FENY FIDELITY COVINGTON TRUST $00.00%0 -23-100.0% -$767 清仓
— HOLOGIC INC $00.00%0 -10-100.0% -$756 清仓
— CANOPY GROWTH CORPORATION $00.00%0 -750-100.0% -$712 清仓
INGM INGRAM MICRO HLDG CORP $00.00%0 -28-100.0% -$653 清仓
BG BUNGE GLOBAL SA $00.00%0 -4-100.0% -$509 清仓
— INVESCO CURRENCYSHARES BRIT $00.00%0 -4-100.0% -$509 清仓
BBW BUILD-A-BEAR WORKSHOP INC $00.00%0 -11-100.0% -$412 清仓
CGNX COGNEX CORP $00.00%0 -8-100.0% -$392 清仓
WEN WENDYS CO $00.00%0 -54-100.0% -$375 清仓
SUB ISHARES TR $00.00%0 -3-100.0% -$320 清仓
DNN DENISON MINES CORP $00.00%0 -87-100.0% -$307 清仓
WMS ADVANCED DRAIN SYS INC DEL $00.00%0 -2-100.0% -$274 清仓
NXE NEXGEN ENERGY LTD $00.00%0 -22-100.0% -$255 清仓
— SANGAMO THERAPEUTICS INC $00.00%0 -1,000-100.0% -$247 清仓
GDXJ VANECK ETF TRUST $00.00%0 -2-100.0% -$240 清仓