Aventus Investment Advisors, Inc.
NAPLES FL · SEC CIK 0002093055
$1.18亿2026Q1 申报市值
148持仓数
73.7%前十大占比 · 第一大 20.4%
9 / 8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
VGSH 加仓+$48.96万
AMZN 加仓+$33.41万
INTU 新建仓+$27.15万
AGG 加仓+$24.20万
XLF 加仓+$17.59万
2026Q1 卖出最多 按季末市值估算
SCHZ 减仓-$121.41万
AAPL 减仓-$92.39万
SCHO 减仓-$13.90万
HDV 减仓-$8.58万
RSPT 减仓-$8.13万
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 |
|---|---|---|---|---|---|---|---|---|
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -500 | -100.0% | -$5.89万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -235 | -100.0% | -$4.32万 | 清仓 |
| MSIF | MSC INCOME FUND INC COM | $0 | 0.00% | 0 | -1,614 | -100.0% | -$2.12万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD COM | $0 | 0.00% | 0 | -600 | -100.0% | -$2.03万 | 清仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $0 | 0.00% | 0 | -100 | -100.0% | -$1.62万 | 清仓 |
| ABT | ABBOTT LABS COM | $0 | 0.00% | 0 | -58 | -100.0% | -$7,267 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$6,431 | 清仓 |
| ADI | ANALOG DEVICES INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,898 | 清仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $47 | 0.00% | 1 | 1 | — | $47 | 新建仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $64 | 0.00% | 1 | 1 | — | $64 | 新建仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $88 | 0.00% | 1 | 1 | — | $88 | 新建仓 |
| ACWI | ISHARES MSCI ACWI ETF | $138 | 0.00% | 1 | 1 | — | $138 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $1,539 | 0.00% | 59 | -15 | -20.3% | -$391 | 减仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $2,286 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $2,299 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $2,381 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $2,390 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP COMMON STOCK | $2,614 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC COM | $3,092 | 0.00% | 369 | 49 | 15.3% | $411 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $3,195 | 0.00% | 11 | -8 | -42.1% | -$2,324 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $3,308 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $3,775 | 0.00% | 11 | -10 | -47.6% | -$3,432 | 减仓 |
| T | AT&T INC COM | $4,059 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $4,061 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $4,281 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $4,305 | 0.00% | 15 | -10 | -40.0% | -$2,870 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $4,487 | 0.00% | 13 | -14 | -51.9% | -$4,832 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $4,515 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $4,550 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $4,616 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $4,854 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X COPPER MINERS ETF | $5,421 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $5,716 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF | $6,157 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $6,497 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $6,747 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $6,926 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7,223 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $7,766 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $8,113 | 0.01% | 63 | -4 | -6.0% | -$515 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $9,159 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $9,480 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| — | TRX GOLD CORPORATION COM | $1.01万 | 0.01% | 6,750 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $1.01万 | 0.01% | 110 | 61 | 124.5% | $5,619 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1.02万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1.14万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $1.16万 | 0.01% | 740 | 740 | — | $1.16万 | 新建仓 |
| DIS | DISNEY WALT CO COM | $1.20万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $1.23万 | 0.01% | 232 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $1.24万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $1.27万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.37万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.38万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1.58万 | 0.01% | 638 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $1.66万 | 0.01% | 646 | 4 | 0.6% | $102 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $1.73万 | 0.01% | 64 | 33 | 106.5% | $8,930 | 加仓 |
| CCI | CROWN CASTLE INC COM | $1.83万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $1.88万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $1.92万 | 0.02% | 20 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $1.97万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $1.99万 | 0.02% | 230 | 0 | 0.0% | — | 不变 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $2.00万 | 0.02% | 687 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $2.13万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $2.13万 | 0.02% | 280 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $2.15万 | 0.02% | 180 | 180 | — | $2.15万 | 新建仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $2.20万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $2.21万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $2.25万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $2.29万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2.30万 | 0.02% | 155 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $2.34万 | 0.02% | 238 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $2.36万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $2.36万 | 0.02% | 410 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD SHS | $2.48万 | 0.02% | 380 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $2.56万 | 0.02% | 340 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $2.57万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| LOUP | INNOVATOR DEEPWATER FRONTIER TECH ETF | $2.62万 | 0.02% | 381 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $2.65万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $2.70万 | 0.02% | 341 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $2.95万 | 0.02% | 960 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $2.96万 | 0.03% | 720 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $3.08万 | 0.03% | 167 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $3.10万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $3.17万 | 0.03% | 109 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $3.32万 | 0.03% | 110 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $3.33万 | 0.03% | 170 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $3.36万 | 0.03% | 690 | -50 | -6.8% | -$2,438 | 减仓 |
| LLY | ELI LILLY & CO COM | $3.40万 | 0.03% | 37 | 27 | 270.0% | $2.48万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $3.50万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $3.75万 | 0.03% | 457 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $3.83万 | 0.03% | 210 | 90 | 75.0% | $1.64万 | 加仓 |
| RTX | RTX CORPORATION COM | $3.86万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $3.87万 | 0.03% | 195 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $4.05万 | 0.03% | 134 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $4.19万 | 0.04% | 320 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $4.36万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $4.39万 | 0.04% | 210 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $4.40万 | 0.04% | 380 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $4.63万 | 0.04% | 235 | 235 | — | $4.63万 | 新建仓 |
| GPC | GENUINE PARTS CO COM | $4.65万 | 0.04% | 440 | -210 | -32.3% | -$2.22万 | 减仓 |