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 |
|---|---|---|---|---|---|---|---|---|
| MLM | MARTIN MARIETTA MATLS INC | $9,419 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $9,331 | 0.00% | 43 | 3 | 7.5% | $651 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $9,281 | 0.00% | 95 | -70 | -42.4% | -$6,839 | 减仓 |
| DCTH | DELCATH SYS INC | $9,280 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $9,059 | 0.00% | 127 | 3 | 2.4% | $214 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $9,047 | 0.00% | 802 | 802 | — | $9,047 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $9,020 | 0.00% | 113 | -171 | -60.2% | -$1.36万 | 减仓 |
| FCN | FTI CONSULTING INC | $9,015 | 0.00% | 51 | -3 | -5.6% | -$530 | 减仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $9,015 | 0.00% | 1,500 | 0 | 0.0% | — | 重新持有 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $8,988 | 0.00% | 324 | 324 | — | $8,988 | 新建仓 |
| — | LISTED FDS TR | $8,932 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $8,913 | 0.00% | 464 | -587 | -55.9% | -$1.13万 | 减仓 |
| LCID | LUCID GROUP INC | $8,891 | 0.00% | 933 | 7 | 0.8% | $67 | 加仓 |
| KR | KROGER CO | $8,828 | 0.00% | 122 | 32 | 35.6% | $2,316 | 加仓 |
| WY | WEYERHAEUSER CO | $8,770 | 0.00% | 359 | 352 | 5,028.6% | $8,599 | 加仓 |
| PSEC | PROSPECT CAP CORP | $8,613 | 0.00% | 3,300 | 1,000 | 43.5% | $2,610 | 加仓 |
| GPC | GENUINE PARTS CO | $8,566 | 0.00% | 81 | 77 | 1,925.0% | $8,143 | 加仓 |
| MPC | MARATHON PETE CORP | $8,546 | 0.00% | 35 | -57 | -62.0% | -$1.39万 | 减仓 |
| RBRK | RUBRIK INC. | $8,521 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $8,306 | 0.00% | 37 | 14 | 60.9% | $3,143 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $8,284 | 0.00% | 24 | 1 | 4.3% | $345 | 加仓 |
| USIG | ISHARES TR | $8,197 | 0.00% | 160 | 160 | — | $8,197 | 新建仓 |
| BPOP | POPULAR INC | $8,184 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $8,176 | 0.00% | 54 | 54 | — | $8,176 | 新建仓 |
| IEX | IDEX CORP | $8,151 | 0.00% | 43 | 1 | 2.4% | $190 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $8,142 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $8,106 | 0.00% | 41 | -106 | -72.1% | -$2.10万 | 重新持有 |
| DAR | DARLING INGREDIENTS INC | $8,102 | 0.00% | 131 | 24 | 22.4% | $1,484 | 加仓 |
| — | WELLS FARGO & CO | $8,085 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $8,043 | 0.00% | 85 | -52 | -38.0% | -$4,920 | 减仓 |
| TDTT | FLEXSHARES TR | $8,032 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $8,009 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHARES ETF TRUST | $7,809 | 0.00% | 163 | -50 | -23.5% | -$2,395 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $7,784 | 0.00% | 281 | 207 | 279.7% | $5,734 | 加仓 |
| MTG | MGIC INVT CORP WIS | $7,744 | 0.00% | 295 | -266 | -47.4% | -$6,983 | 减仓 |
| NWSA | NEWS CORP NEW | $7,728 | 0.00% | 310 | 305 | 6,100.0% | $7,603 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $7,723 | 0.00% | 109 | -69 | -38.8% | -$4,889 | 减仓 |
| STT | STATE STR CORP | $7,720 | 0.00% | 61 | 1 | 1.7% | $127 | 重新持有 |
| NWL | NEWELL BRANDS INC | $7,718 | 0.00% | 2,250 | 173 | 8.3% | $593 | 加仓 |
| PPH | VANECK ETF TRUST | $7,687 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NE | $7,612 | 0.00% | 288 | 274 | 1,957.1% | $7,242 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $7,605 | 0.00% | 33 | 4 | 13.8% | $922 | 加仓 |
| MDB | MONGODB INC | $7,588 | 0.00% | 31 | 13 | 72.2% | $3,182 | 加仓 |
| CPAY | CORPAY INC | $7,566 | 0.00% | 26 | 17 | 188.9% | $4,947 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $7,476 | 0.00% | 198 | -36 | -15.4% | -$1,359 | 减仓 |
| CBRE | CBRE GROUP INC | $7,450 | 0.00% | 55 | 41 | 292.9% | $5,554 | 加仓 |
| GMED | GLOBUS MED INC | $7,410 | 0.00% | 86 | 86 | — | $7,410 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $7,385 | 0.00% | 743 | 35 | 4.9% | $348 | 加仓 |
| INVH | INVITATION HOMES INC | $7,356 | 0.00% | 296 | -202 | -40.6% | -$5,020 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $7,349 | 0.00% | 180 | 70 | 63.6% | $2,858 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $7,328 | 0.00% | 49 | -15 | -23.4% | -$2,243 | 减仓 |
| EL | LAUDER ESTEE COS INC | $7,321 | 0.00% | 102 | 81 | 385.7% | $5,814 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $7,302 | 0.00% | 54 | -1 | -1.8% | -$135 | 减仓 |
| CLX | CLOROX CO DEL | $7,254 | 0.00% | 70 | 10 | 16.7% | $1,036 | 加仓 |
| KD | KYNDRYL HLDGS INC | $7,190 | 0.00% | 548 | -329 | -37.5% | -$4,317 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $7,140 | 0.00% | 124 | 123 | 12,300.0% | $7,082 | 加仓 |
| DT | DYNATRACE INC | $7,137 | 0.00% | 193 | 148 | 328.9% | $5,473 | 加仓 |
| FSLR | FIRST SOLAR INC | $7,101 | 0.00% | 36 | -7 | -16.3% | -$1,381 | 减仓 |
| — | AVALONBAY CMNTYS INC | $7,024 | 0.00% | 43 | 15 | 53.6% | $2,450 | 加仓 |
| FNB | F N B CORP | $6,972 | 0.00% | 417 | -201 | -32.5% | -$3,361 | 减仓 |
| MUSA | MURPHY USA INC | $6,916 | 0.00% | 14 | -7 | -33.3% | -$3,458 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $6,907 | 0.00% | 1,001 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $6,860 | 0.00% | 89 | -172 | -65.9% | -$1.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $6,810 | 0.00% | 26 | 20 | 333.3% | $5,238 | 加仓 |
| — | FILANA THERAPEUTICS INC | $6,762 | 0.00% | 4,001 | 0 | 0.0% | — | 不变 |
| — | ALDEYRA THERAPEUTICS INC | $6,760 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| DLO | DLOCAL LTD | $6,744 | 0.00% | 520 | 519 | 51,900.0% | $6,731 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $6,721 | 0.00% | 44 | 37 | 528.6% | $5,652 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $6,715 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $6,704 | 0.00% | 57 | 45 | 375.0% | $5,293 | 重新持有 |
| NDSN | NORDSON CORP | $6,652 | 0.00% | 25 | 2 | 8.7% | $532 | 重新持有 |
| MGC | VANGUARD WORLD FD | $6,618 | 0.00% | 28 | 28 | — | $6,618 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $6,617 | 0.00% | 35 | 28 | 400.0% | $5,294 | 重新持有 |
| NVR | NVR INC | $6,590 | 0.00% | 1 | 1 | — | $6,590 | 新建仓 |
| LEN/B | LENNAR CORP | $6,561 | 0.00% | 78 | 76 | 3,800.0% | $6,393 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC | $6,545 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $6,493 | 0.00% | 60 | 4 | 7.1% | $433 | 加仓 |
| IJT | ISHARES TR | $6,367 | 0.00% | 44 | 44 | — | $6,367 | 新建仓 |
| RPM | RPM INTL INC | $6,362 | 0.00% | 64 | -37 | -36.6% | -$3,678 | 减仓 |
| LINE | LINEAGE INC | $6,355 | 0.00% | 194 | 142 | 273.1% | $4,652 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $6,320 | 0.00% | 52 | 51 | 5,100.0% | $6,198 | 加仓 |
| — | AIR LEASE CORP | $6,234 | 0.00% | 96 | 5 | 5.5% | $325 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $6,227 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $6,185 | 0.00% | 268 | 268 | — | $6,185 | 新建仓 |
| ACM | AECOM | $6,107 | 0.00% | 72 | 71 | 7,100.0% | $6,022 | 重新持有 |
| HWC | HANCOCK WHITNEY CORPORATION | $6,105 | 0.00% | 96 | 83 | 638.5% | $5,278 | 加仓 |
| LSPD | LIGHTSPEED COMMERCE INC | $6,071 | 0.00% | 680 | 680 | — | $6,071 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $6,030 | 0.00% | 46 | -171 | -78.8% | -$2.24万 | 减仓 |
| NIO | NIO INC | $6,030 | 0.00% | 1,000 | 788 | 371.7% | $4,752 | 重新持有 |
| GSIE | GOLDMAN SACHS ETF TR | $5,952 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| AVLC | AMERICAN CENTY ETF TR | $5,918 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $5,912 | 0.00% | 88 | 9 | 11.4% | $605 | 加仓 |
| CNXC | CONCENTRIX CORP | $5,855 | 0.00% | 214 | -27 | -11.2% | -$739 | 减仓 |
| ELF | E L F BEAUTY INC | $5,819 | 0.00% | 96 | 45 | 88.2% | $2,728 | 重新持有 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $5,800 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $5,675 | 0.00% | 96 | 79 | 464.7% | $4,670 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $5,650 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC | $5,607 | 0.00% | 235 | -211 | -47.3% | -$5,034 | 减仓 |
| — | GALECTIN THERAPEUTICS INC | $5,580 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $5,549 | 0.00% | 146 | -114 | -43.8% | -$4,333 | 减仓 |