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 |
|---|---|---|---|---|---|---|---|---|
| UFOX | ETF SER SOLUTIONS | $5,454 | 0.00% | 80 | 80 | — | $5,454 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $5,332 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $5,330 | 0.00% | 24 | -26 | -52.0% | -$5,774 | 重新持有 |
| MANH | MANHATTAN ASSOCIATES INC | $5,325 | 0.00% | 40 | -86 | -68.3% | -$1.14万 | 减仓 |
| — | WESTERN ASSET HIGH INCOM FD | $5,305 | 0.00% | 1,333 | 0 | 0.0% | — | 重新持有 |
| CHE | CHEMED CORP NEW | $5,288 | 0.00% | 14 | 4 | 40.0% | $1,511 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $5,200 | 0.00% | 126 | -185 | -59.5% | -$7,635 | 减仓 |
| PPL | PPL CORP | $5,195 | 0.00% | 136 | 13 | 10.6% | $497 | 加仓 |
| NNN | NNN REIT INC | $5,170 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $5,120 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $5,119 | 0.00% | 113 | 41 | 56.9% | $1,857 | 重新持有 |
| EVR | EVERCORE INC | $5,075 | 0.00% | 17 | -7 | -29.2% | -$2,090 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $5,052 | 0.00% | 842 | 842 | — | $5,052 | 新建仓 |
| EMN | EASTMAN CHEM CO | $5,037 | 0.00% | 66 | 64 | 3,200.0% | $4,884 | 加仓 |
| RSG | REPUBLIC SVCS INC | $5,037 | 0.00% | 23 | -15 | -39.5% | -$3,285 | 重新持有 |
| MDT | MEDTRONIC PLC | $5,026 | 0.00% | 58 | -227 | -79.6% | -$1.97万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $4,996 | 0.00% | 135 | 5 | 3.8% | $185 | 加仓 |
| ESNT | ESSENT GROUP LTD | $4,967 | 0.00% | 85 | -84 | -49.7% | -$4,909 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $4,912 | 0.00% | 71 | 1 | 1.4% | $69 | 加仓 |
| BRZE | BRAZE INC | $4,864 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $4,846 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC | $4,830 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $4,765 | 0.00% | 22 | -21 | -48.8% | -$4,548 | 重新持有 |
| ASAN | ASANA INC | $4,749 | 0.00% | 742 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $4,713 | 0.00% | 1,109 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $4,658 | 0.00% | 74 | -208 | -73.8% | -$1.31万 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $4,640 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $4,640 | 0.00% | 48 | 1 | 2.1% | $97 | 加仓 |
| TRMB | TRIMBLE INC | $4,631 | 0.00% | 71 | -19 | -21.1% | -$1,239 | 减仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $4,631 | 0.00% | 450 | 0 | 0.0% | — | 重新持有 |
| NFRA | FLEXSHARES TR | $4,556 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $4,552 | 0.00% | 85 | -82 | -49.1% | -$4,391 | 减仓 |
| COHR | COHERENT CORP | $4,526 | 0.00% | 19 | 3 | 18.8% | $715 | 加仓 |
| — | VANECK ETF TRUST | $4,525 | 0.00% | 50 | 50 | — | $4,525 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $4,480 | 0.00% | 106 | -136 | -56.2% | -$5,748 | 减仓 |
| BITO | PROSHARES TR | $4,457 | 0.00% | 96 | 5 | 5.5% | $232 | 加仓 |
| HEI/A | HEICO CORP NEW | $4,433 | 0.00% | 21 | 14 | 200.0% | $2,955 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $4,431 | 0.00% | 41 | 41 | — | $4,431 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $4,418 | 0.00% | 48 | 44 | 1,100.0% | $4,050 | 加仓 |
| SHC | SOTERA HEALTH CO | $4,331 | 0.00% | 302 | -96 | -24.1% | -$1,377 | 减仓 |
| MRNA | MODERNA INC | $4,318 | 0.00% | 85 | -176 | -67.4% | -$8,941 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $4,316 | 0.00% | 350 | 0 | 0.0% | — | 重新持有 |
| — | TIDAL TRUST II | $4,262 | 0.00% | 218 | 218 | — | $4,262 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $4,249 | 0.00% | 31 | 2 | 6.9% | $274 | 加仓 |
| — | ONCOLYTICS BIOTECH INC | $4,244 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $4,224 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $4,217 | 0.00% | 140 | -211 | -60.1% | -$6,356 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $4,209 | 0.00% | 52 | 37 | 246.7% | $2,995 | 加仓 |
| KMPR | KEMPER CORP | $4,187 | 0.00% | 137 | -117 | -46.1% | -$3,576 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $4,157 | 0.00% | 195 | 14 | 7.7% | $298 | 重新持有 |
| WMB | WILLIAMS COS INC | $4,148 | 0.00% | 57 | -31 | -35.2% | -$2,256 | 重新持有 |
| EXLS | EXLSERVICE HLDGS INC | $4,141 | 0.00% | 136 | -120 | -46.9% | -$3,654 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $4,135 | 0.00% | 36 | 7 | 24.1% | $804 | 加仓 |
| VBR | VANGUARD INDEX FDS | $4,128 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $4,125 | 0.00% | 82 | 82 | — | $4,125 | 新建仓 |
| WCC | WESCO INTL INC | $4,104 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $4,021 | 0.00% | 16 | 8 | 100.0% | $2,010 | 加仓 |
| RDDT | REDDIT INC | $3,979 | 0.00% | 30 | -93 | -75.6% | -$1.23万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $3,974 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $3,931 | 0.00% | 95 | 58 | 156.8% | $2,400 | 加仓 |
| — | QORVO INC | $3,870 | 0.00% | 50 | -54 | -51.9% | -$4,180 | 减仓 |
| PAVE | GLOBAL X FDS | $3,862 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE ASSET MGMT | $3,840 | 0.00% | 1,500 | 0 | 0.0% | — | 重新持有 |
| GPN | GLOBAL PMTS INC | $3,836 | 0.00% | 57 | 49 | 612.5% | $3,298 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $3,829 | 0.00% | 117 | 117 | — | $3,829 | 新建仓 |
| FOX | FOX CORP | $3,823 | 0.00% | 72 | 44 | 157.1% | $2,336 | 加仓 |
| CACI | CACI INTL INC | $3,807 | 0.00% | 7 | -10 | -58.8% | -$5,439 | 减仓 |
| AVY | AVERY DENNISON CORP | $3,799 | 0.00% | 22 | -24 | -52.2% | -$4,144 | 减仓 |
| XTN | SPDR SERIES TRUST | $3,720 | 0.00% | 40 | 40 | — | $3,720 | 新建仓 |
| — | GYRE THERAPEUTICS INC | $3,715 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $3,695 | 0.00% | 52 | 50 | 2,500.0% | $3,553 | 加仓 |
| GTLB | GITLAB INC | $3,679 | 0.00% | 170 | -132 | -43.7% | -$2,857 | 减仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $3,645 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $3,606 | 0.00% | 40 | 36 | 900.0% | $3,245 | 加仓 |
| TMQ | TRILOGY METALS INC NEW | $3,590 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | KOSS CORP | $3,580 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $3,573 | 0.00% | 291 | 287 | 7,175.0% | $3,524 | 加仓 |
| AZN | ASTRAZENECA PLC | $3,550 | 0.00% | 18 | 18 | — | $3,550 | 新建仓 |
| MTB | M & T BK CORP | $3,514 | 0.00% | 17 | 3 | 21.4% | $620 | 重新持有 |
| CPNG | COUPANG INC | $3,493 | 0.00% | 185 | -43 | -18.9% | -$812 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $3,491 | 0.00% | 108 | 2 | 1.9% | $65 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $3,488 | 0.00% | 12 | -5 | -29.4% | -$1,453 | 减仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $3,456 | 0.00% | 360 | 360 | — | $3,456 | 新建仓 |
| — | AURORA CANNABIS INC | $3,404 | 0.00% | 1,041 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $3,386 | 0.00% | 102 | -246 | -70.7% | -$8,166 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $3,386 | 0.00% | 31 | 30 | 3,000.0% | $3,277 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $3,373 | 0.00% | 12 | -8 | -40.0% | -$2,249 | 重新持有 |
| FANG | DIAMONDBACK ENERGY INC | $3,362 | 0.00% | 17 | 5 | 41.7% | $989 | 重新持有 |
| CRCL | CIRCLE INTERNET GROUP INC | $3,339 | 0.00% | 35 | 25 | 250.0% | $2,385 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,337 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A | $3,318 | 0.00% | 396 | 396 | — | $3,318 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $3,308 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR II | $3,286 | 0.00% | 232 | 13 | 5.9% | $184 | 加仓 |
| SNA | SNAP ON INC | $3,269 | 0.00% | 9 | 1 | 12.5% | $363 | 加仓 |
| BB | BLACKBERRY LTD | $3,240 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $3,172 | 0.00% | 68 | 68 | — | $3,172 | 新建仓 |
| ETSY | ETSY INC | $3,149 | 0.00% | 63 | -85 | -57.4% | -$4,249 | 减仓 |
| ATO | ATMOS ENERGY CORP | $3,140 | 0.00% | 17 | 1 | 6.2% | $185 | 重新持有 |
| CHRD | CHORD ENERGY CORPORATION | $3,128 | 0.00% | 22 | 19 | 633.3% | $2,701 | 重新持有 |
| TYL | TYLER TECHNOLOGIES INC | $3,081 | 0.00% | 9 | 8 | 800.0% | $2,739 | 加仓 |