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 |
|---|---|---|---|---|---|---|---|---|
| MPLX | MPLX LP | $6.08万 | 0.01% | 1,065 | 20 | 1.9% | $1,141 | 加仓 |
| EFG | ISHARES TR | $5.97万 | 0.01% | 536 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $5.95万 | 0.01% | 343 | 139 | 68.1% | $2.41万 | 加仓 |
| O | REALTY INCOME CORP | $5.93万 | 0.01% | 970 | 25 | 2.6% | $1,530 | 加仓 |
| IWO | ISHARES TR | $5.82万 | 0.01% | 185 | 5 | 2.8% | $1,573 | 加仓 |
| BA | BOEING CO | $5.79万 | 0.01% | 291 | -4 | -1.4% | -$796 | 减仓 |
| WULF | TERAWULF INC | $5.77万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $5.71万 | 0.01% | 1,307 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $5.66万 | 0.01% | 1,946 | 6 | 0.3% | $174 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $5.58万 | 0.01% | 1,570 | 0 | 0.0% | — | 不变 |
| BTQ | BTQ TECHNOLOGIES CORP | $5.58万 | 0.01% | 21,000 | 8,800 | 72.1% | $2.34万 | 加仓 |
| ENB | ENBRIDGE INC | $5.54万 | 0.01% | 1,023 | -828 | -44.7% | -$4.48万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $5.53万 | 0.01% | 588 | 126 | 27.3% | $1.18万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $5.50万 | 0.01% | 2,943 | 2,364 | 408.3% | $4.42万 | 加仓 |
| JBL | JABIL INC | $5.47万 | 0.01% | 206 | -71 | -25.6% | -$1.89万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $5.40万 | 0.01% | 1,640 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $5.39万 | 0.01% | 859 | -309 | -26.5% | -$1.94万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5.34万 | 0.01% | 263 | 94 | 55.6% | $1.91万 | 加仓 |
| HD | HOME DEPOT INC | $5.30万 | 0.01% | 161 | -65 | -28.8% | -$2.14万 | 减仓 |
| ADI | ANALOG DEVICES INC | $5.29万 | 0.01% | 166 | 120 | 260.9% | $3.82万 | 加仓 |
| BCS | BARCLAYS PLC | $5.28万 | 0.01% | 2,495 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $5.23万 | 0.01% | 1,598 | -260 | -14.0% | -$8,512 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $5.18万 | 0.01% | 249 | 8 | 3.3% | $1,665 | 加仓 |
| SNPS | SYNOPSYS INC | $5.18万 | 0.01% | 131 | 39 | 42.4% | $1.54万 | 加仓 |
| HUT | HUT 8 CORP | $5.07万 | 0.01% | 1,080 | 11 | 1.0% | $516 | 加仓 |
| ITOT | ISHARES TR | $5.06万 | 0.01% | 355 | 319 | 886.1% | $4.54万 | 加仓 |
| QQQI | NEOS ETF TRUST | $5.05万 | 0.01% | 1,016 | 1,016 | — | $5.05万 | 新建仓 |
| QYLD | GLOBAL X FDS | $5.04万 | 0.01% | 2,939 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5.01万 | 0.01% | 903 | 901 | 45,050.0% | $5.00万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $5.01万 | 0.01% | 146 | -697 | -82.7% | -$23.92万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $5.00万 | 0.01% | 252 | -6 | -2.3% | -$1,191 | 减仓 |
| EUFN | ISHARES TR | $4.99万 | 0.01% | 1,431 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $4.96万 | 0.01% | 1,043 | 4 | 0.4% | $190 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4.96万 | 0.01% | 378 | 96 | 34.0% | $1.26万 | 加仓 |
| TXN | TEXAS INSTRS INC | $4.94万 | 0.01% | 255 | 141 | 123.7% | $2.73万 | 加仓 |
| RCAT | RED CAT HLDGS INC | $4.91万 | 0.01% | 3,750 | 3,750 | — | $4.91万 | 新建仓 |
| CI | THE CIGNA GROUP | $4.89万 | 0.01% | 183 | 45 | 32.6% | $1.20万 | 加仓 |
| MCO | MOODYS CORP | $4.84万 | 0.01% | 111 | 28 | 33.7% | $1.22万 | 加仓 |
| USO | UNITED STS OIL FD LP | $4.84万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $4.81万 | 0.01% | 654 | 3 | 0.5% | $221 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $4.79万 | 0.01% | 1,471 | 153 | 11.6% | $4,979 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $4.75万 | 0.01% | 888 | 94 | 11.8% | $5,028 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC | $4.69万 | 0.01% | 16,300 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $4.67万 | 0.01% | 374 | 364 | 3,640.0% | $4.54万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $4.64万 | 0.01% | 219 | 20 | 10.1% | $4,238 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $4.63万 | 0.01% | 3,095 | 3,018 | 3,919.5% | $4.51万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $4.61万 | 0.01% | 158 | 88 | 125.7% | $2.57万 | 加仓 |
| IPAC | ISHARES TR | $4.60万 | 0.01% | 601 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $4.59万 | 0.01% | 359 | -751 | -67.7% | -$9.60万 | 减仓 |
| MCK | MCKESSON CORP | $4.59万 | 0.01% | 53 | 2 | 3.9% | $1,731 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $4.59万 | 0.01% | 3,325 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $4.58万 | 0.01% | 446 | -43 | -8.8% | -$4,415 | 减仓 |
| NEE | NEXTERA ENERGY INC | $4.53万 | 0.01% | 488 | 69 | 16.5% | $6,409 | 加仓 |
| KEY | KEYCORP | $4.51万 | 0.01% | 2,251 | 88 | 4.1% | $1,764 | 加仓 |
| FTNT | FORTINET INC | $4.50万 | 0.01% | 551 | -20 | -3.5% | -$1,634 | 减仓 |
| AMP | AMERIPRISE FINL INC | $4.49万 | 0.01% | 101 | 22 | 27.8% | $9,777 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $4.46万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $4.45万 | 0.01% | 417 | -18 | -4.1% | -$1,921 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $4.45万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $4.44万 | 0.01% | 366 | -1,476 | -80.1% | -$17.89万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $4.43万 | 0.01% | 318 | 14 | 4.6% | $1,951 | 加仓 |
| AOA | ISHARES TR | $4.42万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $4.38万 | 0.01% | 8,580 | 662 | 8.4% | $3,376 | 加仓 |
| DOW | DOW HLDGS INC | $4.37万 | 0.01% | 1,050 | 699 | 199.1% | $2.91万 | 加仓 |
| RTX | RTX CORPORATION | $4.30万 | 0.01% | 223 | -917 | -80.4% | -$17.69万 | 减仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $4.27万 | 0.01% | 4,150 | 375 | 9.9% | $3,862 | 加仓 |
| VRSN | VERISIGN INC | $4.25万 | 0.01% | 171 | -51 | -23.0% | -$1.27万 | 减仓 |
| DG | DOLLAR GEN CORP | $4.18万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $4.17万 | 0.01% | 2,109 | 2,109 | — | $4.17万 | 新建仓 |
| — | HONEYWELL INTL INC | $4.17万 | 0.01% | 184 | -71 | -27.8% | -$1.61万 | 减仓 |
| — | HEARTBEAM INC | $4.17万 | 0.01% | 34,160 | 8,660 | 34.0% | $1.06万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $4.16万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $4.15万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $4.14万 | 0.01% | 146 | 16 | 12.3% | $4,540 | 加仓 |
| AMT | AMERICAN TOWER CORP | $4.11万 | 0.01% | 238 | -48 | -16.8% | -$8,284 | 减仓 |
| — | VOLATILITY SHS TR | $4.08万 | 0.01% | 4,884 | 4,884 | — | $4.08万 | 新建仓 |
| EME | EMCOR GROUP INC | $4.06万 | 0.01% | 55 | 1 | 1.9% | $738 | 加仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $4.06万 | 0.01% | 6,600 | 2,100 | 46.7% | $1.29万 | 加仓 |
| VLO | VALERO ENERGY CORP | $3.95万 | 0.01% | 160 | 85 | 113.3% | $2.10万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $3.94万 | 0.01% | 476 | -734 | -60.7% | -$6.08万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $3.93万 | 0.01% | 1,171 | 31 | 2.7% | $1,039 | 加仓 |
| EPP | ISHARES INC | $3.91万 | 0.01% | 735 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $3.89万 | 0.01% | 110 | 59 | 115.7% | $2.09万 | 加仓 |
| ITA | ISHARES TR | $3.83万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $3.83万 | 0.01% | 176 | -148 | -45.7% | -$3.22万 | 减仓 |
| KOD | KODIAK SCIENCES INC | $3.82万 | 0.01% | 1,001 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $3.79万 | 0.01% | 591 | 39 | 7.1% | $2,499 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $3.73万 | 0.01% | 2,346 | -115 | -4.7% | -$1,827 | 减仓 |
| MSCI | MSCI INC | $3.72万 | 0.01% | 69 | 42 | 155.6% | $2.26万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $3.71万 | 0.01% | 3,000 | 3,000 | — | $3.71万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $3.70万 | 0.01% | 402 | 186 | 86.1% | $1.71万 | 加仓 |
| SO | SOUTHERN CO | $3.68万 | 0.01% | 381 | 49 | 14.8% | $4,729 | 加仓 |
| CIEN | CIENA CORP | $3.61万 | 0.01% | 93 | 7 | 8.1% | $2,718 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $3.61万 | 0.01% | 9,850 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $3.58万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $3.55万 | 0.01% | 418 | 195 | 87.4% | $1.66万 | 加仓 |
| PGR | PROGRESSIVE CORP | $3.53万 | 0.01% | 178 | -25 | -12.3% | -$4,956 | 减仓 |
| SNOW | SNOWFLAKE INC | $3.51万 | 0.01% | 233 | 27 | 13.1% | $4,072 | 加仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $3.48万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $3.47万 | 0.01% | 160 | 26 | 19.4% | $5,632 | 加仓 |