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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES ETHEREUM TR | $12.47万 | 0.02% | 7,876 | 3,954 | 100.8% | $6.26万 | 加仓 |
| MGK | VANGUARD WORLD FD | $12.40万 | 0.02% | 338 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $12.23万 | 0.02% | 1,671 | 62 | 3.9% | $4,537 | 加仓 |
| ATI | ATI INC | $12.15万 | 0.02% | 835 | 1 | 0.1% | $145 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $12.10万 | 0.02% | 4,891 | 92 | 1.9% | $2,277 | 加仓 |
| IBB | ISHARES TR | $11.95万 | 0.02% | 708 | 234 | 49.4% | $3.95万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $11.72万 | 0.02% | 4,208 | 26 | 0.6% | $724 | 加仓 |
| HAL | HALLIBURTON CO | $11.69万 | 0.02% | 2,997 | 1,560 | 108.6% | $6.08万 | 加仓 |
| ARKK | ARK ETF TR | $11.65万 | 0.02% | 1,724 | 40 | 2.4% | $2,704 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $11.65万 | 0.02% | 2,600 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $11.52万 | 0.02% | 557 | -16 | -2.8% | -$3,308 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $11.16万 | 0.02% | 4,353 | 7 | 0.2% | $179 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $11.15万 | 0.02% | 1,663 | 26 | 1.6% | $1,744 | 加仓 |
| CCL | CARNIVAL CORP | $11.09万 | 0.02% | 4,286 | 2,921 | 214.0% | $7.56万 | 加仓 |
| ASST | STRIVE INC | $10.96万 | 0.02% | 10,937 | 10,937 | — | $10.96万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $10.92万 | 0.02% | 1,763 | -45 | -2.5% | -$2,786 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $10.87万 | 0.02% | 2,841 | 4 | 0.1% | $153 | 加仓 |
| IFRA | ISHARES TR | $10.87万 | 0.02% | 1,900 | 1,260 | 196.9% | $7.21万 | 加仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $10.81万 | 0.02% | 7,500 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $10.80万 | 0.02% | 994 | -77 | -7.2% | -$8,367 | 减仓 |
| V | VISA INC | $10.78万 | 0.02% | 357 | -128 | -26.4% | -$3.86万 | 减仓 |
| VST | VISTRA CORP | $10.76万 | 0.02% | 716 | 686 | 2,286.7% | $10.31万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $10.67万 | 0.02% | 3,007 | -10 | -0.3% | -$355 | 减仓 |
| SDY | SPDR SERIES TRUST | $10.62万 | 0.02% | 728 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $10.58万 | 0.02% | 1,020 | -776 | -43.2% | -$8.05万 | 减仓 |
| KO | COCA COLA CO | $10.50万 | 0.02% | 1,380 | 318 | 29.9% | $2.42万 | 加仓 |
| IGV | ISHARES TR | $10.42万 | 0.02% | 1,302 | 1,302 | — | $10.42万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $10.42万 | 0.02% | 212 | 93 | 78.2% | $4.57万 | 加仓 |
| FIX | COMFORT SYS USA INC | $10.34万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| DBEU | DBX ETF TR | $10.27万 | 0.02% | 2,109 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $10.25万 | 0.02% | 623 | 232 | 59.3% | $3.82万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $10.22万 | 0.02% | 422 | -40 | -8.7% | -$9,692 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $10.22万 | 0.02% | 2,089 | 3 | 0.1% | $147 | 加仓 |
| LIN | LINDE PLC | $10.06万 | 0.02% | 203 | 40 | 24.5% | $1.98万 | 加仓 |
| WM | WASTE MGMT INC DEL | $10.01万 | 0.02% | 436 | -88 | -16.8% | -$2.02万 | 减仓 |
| NBXG | NEUBERGER NEXT GENERATION | $9.65万 | 0.02% | 7,500 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $9.62万 | 0.02% | 1,208 | -309 | -20.4% | -$2.46万 | 减仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $9.50万 | 0.02% | 1,799 | -426 | -19.1% | -$2.25万 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $9.49万 | 0.02% | 651 | -34 | -5.0% | -$4,959 | 减仓 |
| JNK | SPDR SERIES TRUST | $9.44万 | 0.02% | 986 | 31 | 3.2% | $2,967 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $9.27万 | 0.02% | 201 | 76 | 60.8% | $3.51万 | 加仓 |
| MRK | MERCK & CO INC | $9.27万 | 0.02% | 771 | 39 | 5.3% | $4,691 | 加仓 |
| FDX | FEDEX CORP | $9.26万 | 0.02% | 260 | -69 | -21.0% | -$2.46万 | 减仓 |
| IJR | ISHARES TR | $9.17万 | 0.02% | 738 | 261 | 54.7% | $3.24万 | 加仓 |
| VSAT | VIASAT INC | $9.16万 | 0.02% | 2,000 | 1,000 | 100.0% | $4.58万 | 加仓 |
| GDX | VANECK ETF TRUST | $9.05万 | 0.02% | 986 | 0 | 0.0% | — | 不变 |
| CGBD | CARLYLE SECURED LENDING INC | $8.89万 | 0.02% | 8,125 | 2,118 | 35.3% | $2.32万 | 加仓 |
| RKLB | ROCKET LAB CORP | $8.71万 | 0.02% | 1,357 | -985 | -42.1% | -$6.33万 | 减仓 |
| NEM | NEWMONT CORP | $8.57万 | 0.02% | 792 | 10 | 1.3% | $1,082 | 加仓 |
| PCG | PG&E CORP | $8.32万 | 0.01% | 4,733 | 98 | 2.1% | $1,722 | 加仓 |
| AMAT | APPLIED MATLS INC | $8.31万 | 0.01% | 243 | 127 | 109.5% | $4.34万 | 加仓 |
| KLAC | KLA CORP | $8.28万 | 0.01% | 56 | 15 | 36.6% | $2.22万 | 加仓 |
| ETN | EATON CORP PLC | $8.26万 | 0.01% | 231 | 11 | 5.0% | $3,934 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $8.18万 | 0.01% | 832 | 424 | 103.9% | $4.17万 | 加仓 |
| QURE | UNIQURE NV | $8.18万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| — | IDENTIV INC | $8.14万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $8.13万 | 0.01% | 188 | 101 | 116.1% | $4.37万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $8.11万 | 0.01% | 134 | 10 | 8.1% | $6,051 | 加仓 |
| URTH | ISHARES INC | $8.04万 | 0.01% | 447 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $8.02万 | 0.01% | 1,160 | 2 | 0.2% | $138 | 加仓 |
| MFM | MFS MUN INCOME TR | $7.99万 | 0.01% | 14,816 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $7.90万 | 0.01% | 220 | 110 | 100.0% | $3.95万 | 加仓 |
| ABNB | AIRBNB INC | $7.89万 | 0.01% | 625 | 31 | 5.2% | $3,915 | 加仓 |
| SYK | STRYKER CORPORATION | $7.89万 | 0.01% | 240 | 35 | 17.1% | $1.15万 | 加仓 |
| NET | CLOUDFLARE INC | $7.87万 | 0.01% | 381 | 339 | 807.1% | $7.00万 | 加仓 |
| LQD | ISHARES TR | $7.86万 | 0.01% | 722 | -1,053 | -59.3% | -$11.47万 | 减仓 |
| EQIX | EQUINIX INC | $7.85万 | 0.01% | 80 | 31 | 63.3% | $3.04万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $7.84万 | 0.01% | 1,392 | 360 | 34.9% | $2.03万 | 加仓 |
| MO | ALTRIA GROUP INC | $7.67万 | 0.01% | 1,162 | -266 | -18.6% | -$1.75万 | 减仓 |
| UBS | UBS GROUP AG | $7.65万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $7.59万 | 0.01% | 256 | 13 | 5.3% | $3,854 | 加仓 |
| PLD | PROLOGIS INC. | $7.51万 | 0.01% | 568 | 20 | 3.6% | $2,645 | 加仓 |
| SPHY | SPDR SERIES TRUST | $7.46万 | 0.01% | 3,200 | 3,200 | — | $7.46万 | 新建仓 |
| PSX | PHILLIPS 66 | $7.41万 | 0.01% | 407 | 7 | 1.8% | $1,275 | 加仓 |
| USB | US BANCORP | $7.39万 | 0.01% | 1,420 | 59 | 4.3% | $3,069 | 加仓 |
| NOW | SERVICENOW INC | $7.33万 | 0.01% | 701 | 231 | 49.1% | $2.42万 | 加仓 |
| RR | RICHTECH ROBOTICS INC | $7.32万 | 0.01% | 35,000 | 35,000 | — | $7.32万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $7.26万 | 0.01% | 967 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $7.25万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $7.19万 | 0.01% | 152 | -23 | -13.1% | -$1.09万 | 减仓 |
| ADBE | ADOBE INC | $7.10万 | 0.01% | 292 | -21 | -6.7% | -$5,105 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $7.06万 | 0.01% | 8,158 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $7.06万 | 0.01% | 1,659 | 1,659 | — | $7.06万 | 新建仓 |
| IWB | ISHARES TR | $6.95万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $6.91万 | 0.01% | 2,130 | 7 | 0.3% | $227 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $6.85万 | 0.01% | 1,165 | 16 | 1.4% | $940 | 加仓 |
| SHOP | SHOPIFY INC | $6.75万 | 0.01% | 569 | 277 | 94.9% | $3.29万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $6.66万 | 0.01% | 440 | 294 | 201.4% | $4.45万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $6.64万 | 0.01% | 86 | 18 | 26.5% | $1.39万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $6.46万 | 0.01% | 4,475 | 4,475 | — | $6.46万 | 新建仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $6.39万 | 0.01% | 4,945 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $6.38万 | 0.01% | 236 | -908 | -79.4% | -$24.56万 | 减仓 |
| APH | AMPHENOL CORP | $6.29万 | 0.01% | 498 | -106 | -17.5% | -$1.34万 | 减仓 |
| AGG | ISHARES TR | $6.25万 | 0.01% | 629 | 3 | 0.5% | $298 | 加仓 |
| KKR | KKR & CO INC | $6.23万 | 0.01% | 673 | 525 | 354.7% | $4.86万 | 加仓 |
| CAIE | CALAMOS ETF TR | $6.20万 | 0.01% | 2,466 | 2,466 | — | $6.20万 | 新建仓 |
| IUSG | ISHARES TR | $6.14万 | 0.01% | 396 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $6.14万 | 0.01% | 2,840 | 582 | 25.8% | $1.26万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $6.13万 | 0.01% | 1,200 | -8,400 | -87.5% | -$42.88万 | 减仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $6.08万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |