Aventura Private Wealth, LLC
AVENTURA FL · SEC CIK 0002074418
$2.73亿2026Q1 申报市值
900持仓数
45.6%前十大占比 · 第一大 10.9%
89 / 51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
QQQI 加仓+$597.25万
SPYI 加仓+$185.87万
AVGO 加仓+$69.61万
NFLX 加仓+$66.00万
GLD 加仓+$63.64万
2026Q1 卖出最多 按季末市值估算
JEPQ 减仓-$137.70万
JEPI 减仓-$133.41万
TXN 减仓-$88.42万
XYLD 减仓-$66.79万
BKNG 减仓-$56.86万
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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $95.58万 | 0.35% | 2,828 | 244 | 9.4% | $8.25万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $102.57万 | 0.38% | 2,225 | 847 | 61.5% | $39.05万 | 加仓 |
| V | VISA INC COM CL A | $102.94万 | 0.38% | 3,406 | 31 | 0.9% | $9,369 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $103.41万 | 0.38% | 2,158 | 31 | 1.5% | $1.49万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $104.83万 | 0.38% | 3,653 | -7 | -0.2% | -$2,009 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $109.94万 | 0.40% | 3,635 | -1,123 | -23.6% | -$33.97万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $114.32万 | 0.42% | 2,681 | 44 | 1.7% | $1.88万 | 加仓 |
| INTC | INTEL CORP COM | $117.54万 | 0.43% | 26,635 | 1,740 | 7.0% | $7.68万 | 加仓 |
| LIN | LINDE PLC SHS | $122.60万 | 0.45% | 2,473 | -4 | -0.2% | -$1,983 | 减仓 |
| MCD | MCDONALDS CORP COM | $125.76万 | 0.46% | 4,047 | -181 | -4.3% | -$5.62万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $127.55万 | 0.47% | 5,262 | 1,159 | 28.2% | $28.09万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $131.59万 | 0.48% | 4,136 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $132.71万 | 0.49% | 77,383 | -20,686 | -21.1% | -$35.48万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $134.39万 | 0.49% | 10,181 | -527 | -4.9% | -$6.96万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $141.22万 | 0.52% | 1,069 | 93 | 9.5% | $12.29万 | 加仓 |
| GLD | SPDR GOLD SHARES | $141.61万 | 0.52% | 3,291 | 1,479 | 81.6% | $63.64万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $142.74万 | 0.52% | 15,369 | -326 | -2.1% | -$3.03万 | 减仓 |
| ORCL | ORACLE CORP COM | $144.28万 | 0.53% | 9,808 | 1,776 | 22.1% | $26.13万 | 加仓 |
| ETN | EATON CORP PLC SHS | $145.21万 | 0.53% | 4,060 | -144 | -3.4% | -$5.15万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $149.52万 | 0.55% | 26,379 | -23,538 | -47.2% | -$133.41万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $150.79万 | 0.55% | 358 | -135 | -27.4% | -$56.86万 | 减仓 |
| TJX | TJX COS INC NEW COM | $151.64万 | 0.55% | 9,495 | -575 | -5.7% | -$9.18万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $152.40万 | 0.56% | 5,632 | -111 | -1.9% | -$3.00万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $155.65万 | 0.57% | 8,017 | -4,554 | -36.2% | -$88.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $156.97万 | 0.57% | 5,336 | 133 | 2.6% | $3.91万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $158.55万 | 0.58% | 4,061 | 507 | 14.3% | $19.79万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $159.72万 | 0.58% | 12,018 | -374 | -3.0% | -$4.97万 | 减仓 |
| TSLA | TESLA INC COM | $164.20万 | 0.60% | 4,417 | 326 | 8.0% | $12.12万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $173.46万 | 0.63% | 8,527 | 2,568 | 43.1% | $52.24万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $191.07万 | 0.70% | 6,645 | 1,363 | 25.8% | $39.19万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $201.15万 | 0.74% | 3,093 | 122 | 4.1% | $7.93万 | 加仓 |
| ABBV | ABBVIE INC COM | $203.59万 | 0.74% | 9,361 | -3 | -0.0% | -$652 | 减仓 |
| BAC | BANK OF AMER CORP COM | $210.66万 | 0.77% | 43,213 | -500 | -1.1% | -$2.44万 | 减仓 |
| WMT | WALMART INC COM | $216.46万 | 0.79% | 17,417 | -557 | -3.1% | -$6.92万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $216.81万 | 0.79% | 27,234 | 1,269 | 4.9% | $10.10万 | 加仓 |
| AVGO | BROADCOM INC COM | $222.07万 | 0.81% | 7,175 | 2,249 | 45.7% | $69.61万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $224.86万 | 0.82% | 13,664 | 102 | 0.8% | $1.68万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $227.23万 | 0.83% | 8,008 | -16 | -0.2% | -$4,540 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $228.07万 | 0.83% | 2,289 | -543 | -19.2% | -$54.10万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $267.31万 | 0.98% | 18,274 | 3,864 | 26.8% | $56.52万 | 加仓 |
| LLY | ELI LILLY & CO COM | $357.57万 | 1.31% | 3,888 | 27 | 0.7% | $2.48万 | 加仓 |
| — | EXXON MOBIL CORP COM | $362.67万 | 1.33% | 21,376 | 89 | 0.4% | $1.51万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $377.59万 | 1.38% | 7,557 | -106 | -1.4% | -$5.30万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $446.01万 | 1.63% | 7,464 | -4 | -0.1% | -$2,390 | 减仓 |
| NFLX | NETFLIX INC. COM | $471.52万 | 1.72% | 49,040 | 6,864 | 16.3% | $66.00万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $692.34万 | 2.53% | 24,135 | 377 | 1.6% | $10.81万 | 加仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $719.55万 | 2.63% | 144,807 | 120,195 | 488.4% | $597.25万 | 加仓 |
| META | META PLATFORMS INC CL A | $754.78万 | 2.76% | 13,192 | 366 | 2.9% | $20.94万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $858.73万 | 3.14% | 23,198 | -1,223 | -5.0% | -$45.27万 | 减仓 |
| AMZN | AMAZON COM INC COM | $910.60万 | 3.33% | 43,722 | 659 | 1.5% | $13.72万 | 加仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $1,373.36万 | 5.02% | 278,178 | 37,648 | 15.7% | $185.87万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $1,544.29万 | 5.65% | 278,150 | -24,801 | -8.2% | -$137.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $2,186.73万 | 8.00% | 125,386 | 2,856 | 2.3% | $49.81万 | 加仓 |
| AAPL | APPLE INC COM | $2,970.87万 | 10.86% | 117,060 | -2,039 | -1.7% | -$51.75万 | 减仓 |