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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $43.52万 | 0.08% | 2,715 | 643 | 31.0% | $10.31万 | 加仓 |
| PFFD | GLOBAL X FDS | $42.19万 | 0.07% | 22,929 | -7,053 | -23.5% | -$12.98万 | 减仓 |
| — | FIDELITY ETHEREUM FD | $37.70万 | 0.07% | 18,056 | 1,749 | 10.7% | $3.65万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $34.99万 | 0.06% | 1,396 | 629 | 82.0% | $15.76万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $33.51万 | 0.06% | 6,654 | 1,569 | 30.9% | $7.90万 | 加仓 |
| — | EXXON MOBIL CORP | $32.79万 | 0.06% | 1,933 | 469 | 32.0% | $7.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $32.26万 | 0.06% | 739 | -27 | -3.5% | -$1.18万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $32.13万 | 0.06% | 6,401 | 874 | 15.8% | $4.39万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.08万 | 0.06% | 822 | 427 | 108.1% | $16.67万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $32.00万 | 0.06% | 6,867 | 4,467 | 186.1% | $20.82万 | 重新持有 |
| QUAL | ISHARES TR | $31.79万 | 0.06% | 1,657 | -4,455 | -72.9% | -$85.47万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $30.86万 | 0.05% | 2,514 | 750 | 42.5% | $9.21万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $30.79万 | 0.05% | 6,709 | -1,951 | -22.5% | -$8.95万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $30.48万 | 0.05% | 6,109 | 40 | 0.7% | $1,996 | 加仓 |
| IWM | ISHARES TR | $30.07万 | 0.05% | 1,212 | -861 | -41.5% | -$21.36万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $30.01万 | 0.05% | 14,464 | 2,064 | 16.6% | $4.28万 | 加仓 |
| IXN | ISHARES TR | $29.43万 | 0.05% | 2,944 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $29.37万 | 0.05% | 222 | -95 | -30.0% | -$12.57万 | 减仓 |
| DIS | DISNEY WALT CO | $28.49万 | 0.05% | 2,956 | -572 | -16.2% | -$5.51万 | 减仓 |
| GEV | GE VERNOVA INC | $28.37万 | 0.05% | 325 | -206 | -38.8% | -$17.98万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $28.28万 | 0.05% | 21,975 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $27.30万 | 0.05% | 24,201 | 60 | 0.2% | $677 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $26.34万 | 0.05% | 9,780 | 1,173 | 13.6% | $3.16万 | 加仓 |
| CAT | CATERPILLAR INC | $26.00万 | 0.05% | 367 | -225 | -38.0% | -$15.94万 | 减仓 |
| INTC | INTEL CORP | $25.84万 | 0.05% | 5,855 | 1,130 | 23.9% | $4.99万 | 加仓 |
| IREN | IREN LIMITED | $25.69万 | 0.05% | 7,495 | -2,622 | -25.9% | -$8.99万 | 减仓 |
| MCD | MCDONALDS CORP | $25.01万 | 0.04% | 805 | 239 | 42.2% | $7.43万 | 加仓 |
| MBB | ISHARES TR | $24.91万 | 0.04% | 2,624 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $24.54万 | 0.04% | 1,956 | 1 | 0.1% | $125 | 加仓 |
| EWC | ISHARES INC | $24.52万 | 0.04% | 4,476 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $24.32万 | 0.04% | 3,134 | -651 | -17.2% | -$5.05万 | 减仓 |
| GM | GENERAL MTRS CO | $23.90万 | 0.04% | 3,208 | 28 | 0.9% | $2,086 | 加仓 |
| CRWV | COREWEAVE INC | $23.83万 | 0.04% | 3,076 | 1,036 | 50.8% | $8.03万 | 加仓 |
| IYW | ISHARES TR | $23.58万 | 0.04% | 1,300 | -14,315 | -91.7% | -$259.70万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $23.50万 | 0.04% | 1,260 | 313 | 33.1% | $5.84万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $23.47万 | 0.04% | 2,961 | 21 | 0.7% | $1,665 | 加仓 |
| SPSB | SPDR SERIES TRUST | $23.46万 | 0.04% | 7,803 | 55 | 0.7% | $1,654 | 加仓 |
| NVO | NOVO-NORDISK A S | $23.20万 | 0.04% | 6,312 | -2,037 | -24.4% | -$7.49万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $22.88万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $22.46万 | 0.04% | 1,527 | -1,005 | -39.7% | -$14.78万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $22.13万 | 0.04% | 2,022 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $22.11万 | 0.04% | 1,337 | 109 | 8.9% | $1.80万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.05万 | 0.04% | 4,080 | -1,413 | -25.7% | -$7.64万 | 减仓 |
| VHT | VANGUARD WORLD FD | $21.84万 | 0.04% | 802 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $21.40万 | 0.04% | 6,974 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $21.35万 | 0.04% | 557 | -426 | -43.3% | -$16.33万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $21.32万 | 0.04% | 5,524 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $21.21万 | 0.04% | 868 | 38 | 4.6% | $9,287 | 加仓 |
| INDY | ISHARES TR | $20.31万 | 0.04% | 4,808 | -466 | -8.8% | -$1.97万 | 减仓 |
| SPYI | NEOS ETF TRUST | $20.27万 | 0.04% | 4,106 | 3,695 | 899.0% | $18.24万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.22万 | 0.04% | 724 | -367 | -33.6% | -$10.25万 | 减仓 |
| FLY | FIREFLY AEROSPACE INC | $19.97万 | 0.04% | 7,016 | 7,016 | — | $19.97万 | 新建仓 |
| EWJ | ISHARES INC | $19.90万 | 0.03% | 2,356 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $19.71万 | 0.03% | 21,800 | 8,800 | 67.7% | $7.96万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $19.53万 | 0.03% | 914 | -654 | -41.7% | -$13.97万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $19.43万 | 0.03% | 606 | 252 | 71.2% | $8.08万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $19.36万 | 0.03% | 6,048 | -164 | -2.6% | -$5,249 | 减仓 |
| BETR | BETTER HOME & FINANCE HOLDIN | $19.25万 | 0.03% | 5,405 | 3,600 | 199.4% | $12.82万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $19.11万 | 0.03% | 1,724 | 1 | 0.1% | $111 | 加仓 |
| C | CITIGROUP INC | $18.96万 | 0.03% | 1,672 | 228 | 15.8% | $2.59万 | 加仓 |
| BIZD | VANECK ETF TRUST | $18.76万 | 0.03% | 14,657 | 14,657 | — | $18.76万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $18.53万 | 0.03% | 371 | -123 | -24.9% | -$6.14万 | 减仓 |
| SNDK | SANDISK CORP | $18.04万 | 0.03% | 284 | 230 | 425.9% | $14.61万 | 加仓 |
| IHI | ISHARES TR | $17.61万 | 0.03% | 3,301 | 1 | 0.0% | $53 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $17.18万 | 0.03% | 7,046 | 7,046 | — | $17.18万 | 新建仓 |
| IYF | ISHARES TR | $17.06万 | 0.03% | 1,450 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $16.81万 | 0.03% | 2,529 | 14 | 0.6% | $931 | 加仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $15.94万 | 0.03% | 12,111 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $15.79万 | 0.03% | 1,926 | -1 | -0.1% | -$82 | 减仓 |
| ACWX | ISHARES TR | $15.43万 | 0.03% | 2,253 | 450 | 25.0% | $3.08万 | 加仓 |
| CRM | SALESFORCE INC | $15.38万 | 0.03% | 824 | 33 | 4.2% | $6,159 | 加仓 |
| XNTK | SPDR SERIES TRUST | $15.37万 | 0.03% | 602 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $15.26万 | 0.03% | 983 | -4 | -0.4% | -$621 | 减仓 |
| TMUS | T-MOBILE US INC | $15.21万 | 0.03% | 724 | -101 | -12.2% | -$2.12万 | 减仓 |
| IBHI | ISHARES TR | $15.16万 | 0.03% | 6,510 | 6,510 | — | $15.16万 | 新建仓 |
| BMA | BANCO MACRO S A | $15.15万 | 0.03% | 1,958 | -2,482 | -55.9% | -$19.20万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $14.95万 | 0.03% | 820 | 14 | 1.7% | $2,553 | 加仓 |
| TJX | TJX COS INC NEW | $14.93万 | 0.03% | 935 | -423 | -31.1% | -$6.76万 | 减仓 |
| IBHG | ISHARES TR | $14.92万 | 0.03% | 6,740 | 6,740 | — | $14.92万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $14.89万 | 0.03% | 1,031 | -113 | -9.9% | -$1.63万 | 减仓 |
| BLK | BLACKROCK INC | $14.64万 | 0.03% | 152 | -10 | -6.2% | -$9,631 | 减仓 |
| DB | DEUTSCHE BK AG | $14.47万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $14.40万 | 0.03% | 401 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $14.24万 | 0.03% | 6,000 | 5,000 | 500.0% | $11.87万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $14.16万 | 0.02% | 2,834 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $14.14万 | 0.02% | 1,512 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $14.14万 | 0.02% | 514 | -397 | -43.6% | -$10.92万 | 减仓 |
| COP | CONOCOPHILLIPS | $14.07万 | 0.02% | 1,066 | 325 | 43.9% | $4.29万 | 加仓 |
| GE | GE AEROSPACE | $13.91万 | 0.02% | 490 | 18 | 3.8% | $5,109 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $13.87万 | 0.02% | 1,401 | 1,101 | 367.0% | $10.90万 | 加仓 |
| QCOM | QUALCOMM INC | $13.76万 | 0.02% | 1,069 | 283 | 36.0% | $3.64万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $13.73万 | 0.02% | 6,198 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $13.68万 | 0.02% | 795 | 776 | 4,084.2% | $13.35万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $13.42万 | 0.02% | 810 | 142 | 21.3% | $2.35万 | 加仓 |
| ROOT | ROOT INC | $13.25万 | 0.02% | 3,000 | 0 | 0.0% | — | 重新持有 |
| LMND | LEMONADE INC | $13.18万 | 0.02% | 2,102 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $13.08万 | 0.02% | 2,156 | 536 | 33.1% | $3.25万 | 加仓 |
| EFA | ISHARES TR | $12.95万 | 0.02% | 1,333 | 1,333 | — | $12.95万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $12.76万 | 0.02% | 391 | 5 | 1.3% | $1,632 | 加仓 |
| LIT | GLOBAL X FDS | $12.64万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |