Aventura Private Wealth, LLC
AVENTURA FL · SEC CIK 0002074418
$3.26亿2026Q2 申报市值
982持仓数
44.1%前十大占比 · 第一大 10.4%
120 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
QQQI 加仓+$480.53万
XOM 新建仓+$305.67万
SOXX 加仓+$230.28万
SPYI 加仓+$120.05万
SNDK 加仓+$65.11万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$362.67万
JEPQ 减仓-$214.43万
JEPI 减仓-$92.03万
XYLD 减仓-$48.24万
MA 减仓-$39.90万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC COM | $235.79万 | 0.72% | 9,370 | 9 | 0.1% | $2,265 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $241.76万 | 0.74% | 5,817 | 185 | 3.3% | $7.69万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $245.90万 | 0.75% | 43,155 | -58 | -0.1% | -$3,305 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $246.17万 | 0.76% | 3,842 | 3,594 | 1,449.2% | $230.28万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $266.06万 | 0.82% | 8,926 | 909 | 11.3% | $27.09万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $286.63万 | 0.88% | 3,756 | -305 | -7.5% | -$23.28万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $288.89万 | 0.89% | 2,503 | 377 | 17.7% | $43.51万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $292.19万 | 0.90% | 13,978 | 314 | 2.3% | $6.56万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $299.09万 | 0.92% | 8,369 | 1,724 | 25.9% | $61.61万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $305.67万 | 0.94% | 22,357 | 22,357 | — | $305.67万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $309.02万 | 0.95% | 8,269 | 261 | 3.3% | $9.75万 | 加仓 |
| AVGO | BROADCOM INC COM | $321.28万 | 0.99% | 8,505 | 1,330 | 18.5% | $50.24万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $348.20万 | 1.07% | 6,780 | -777 | -10.3% | -$39.90万 | 减仓 |
| NFLX | NETFLIX INC. COM | $360.81万 | 1.11% | 50,534 | 1,494 | 3.0% | $10.67万 | 加仓 |
| INTC | INTEL CORP COM | $371.75万 | 1.14% | 26,624 | -11 | -0.0% | -$1,536 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $466.25万 | 1.43% | 8,026 | -501 | -5.9% | -$29.10万 | 减仓 |
| LLY | ELI LILLY & CO COM | $489.16万 | 1.50% | 4,078 | 190 | 4.9% | $22.79万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $523.02万 | 1.60% | 7,615 | 151 | 2.0% | $10.37万 | 加仓 |
| META | META PLATFORMS INC CL A | $757.52万 | 2.32% | 13,448 | 256 | 1.9% | $14.42万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $855.11万 | 2.62% | 24,201 | 66 | 0.3% | $2.33万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $882.61万 | 2.71% | 23,661 | 463 | 2.0% | $17.27万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,061.23万 | 3.26% | 44,526 | 804 | 1.8% | $19.16万 | 加仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $1,302.89万 | 4.00% | 229,423 | 84,616 | 58.4% | $480.53万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $1,495.09万 | 4.59% | 243,261 | -34,889 | -12.5% | -$214.43万 | 减仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $1,596.90万 | 4.90% | 300,791 | 22,613 | 8.1% | $120.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2,516.10万 | 7.72% | 125,749 | 363 | 0.3% | $7.26万 | 加仓 |
| AAPL | APPLE INC COM | $3,399.34万 | 10.43% | 117,478 | 418 | 0.4% | $12.10万 | 加仓 |