Aventus Investment Advisors, Inc.
NAPLES FL · SEC CIK 0002093055
$1.36亿2026Q2 申报市值
157持仓数
73.4%前十大占比 · 第一大 20.6%
23 / 14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
IEMG 新建仓+$228.76万
IFRA 新建仓+$227.26万
IGSB 加仓+$133.97万
VGSH 加仓+$123.68万
HYG 新建仓+$117.84万
2026Q2 卖出最多 按季末市值估算
EFG 减仓-$257.71万
HDV 减仓-$224.08万
SCHO 减仓-$155.85万
RSPT 减仓-$152.23万
ISHARES FLOATING 减仓-$71.11万
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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES MSCI EAFE ETF | $0 | 0.00% | 0 | -958 | -100.0% | -$9.31万 | 清仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $0 | 0.00% | 0 | -532 | -100.0% | -$7.58万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $0 | 0.00% | 0 | -195 | -100.0% | -$3.87万 | 清仓 |
| COF | CAPITAL ONE FINL CORP COM | $0 | 0.00% | 0 | -210 | -100.0% | -$3.83万 | 清仓 |
| LLY | ELI LILLY & CO COM | $0 | 0.00% | 0 | -37 | -100.0% | -$3.40万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $0 | 0.00% | 0 | -130 | -100.0% | -$2.25万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -35 | -100.0% | -$1.24万 | 清仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $0 | 0.00% | 0 | -71 | -100.0% | -$5,421 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$4,487 | 清仓 |
| GD | GENERAL DYNAMICS CORP COM | $0 | 0.00% | 0 | -11 | -100.0% | -$3,775 | 清仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -54 | -100.0% | -$3,308 | 清仓 |
| PHR | PHREESIA INC COM | $0 | 0.00% | 0 | -369 | -100.0% | -$3,092 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -101 | -100.0% | -$2,614 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $0 | 0.00% | 0 | -59 | -100.0% | -$1,539 | 清仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $50 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $70 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $98 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $144 | 0.00% | 4 | 4 | — | $144 | 新建仓 |
| ACWI | ISHARES MSCI ACWI ETF | $471 | 0.00% | 3 | 2 | 200.0% | $314 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $687 | 0.00% | 1 | -3 | -75.0% | -$2,061 | 减仓 |
| TRLV | TRULIEVE CANNABIS CORP SUB VTG SHS | $1,966 | 0.00% | 200 | 200 | — | $1,966 | 新建仓 |
| TFC | TRUIST FINL CORP COM | $2,491 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $2,554 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $2,662 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $2,886 | 0.00% | 101 | 101 | — | $2,886 | 新建仓 |
| J | JACOBS SOLUTIONS INC COM | $2,898 | 0.00% | 23 | -2,674 | -99.1% | -$33.69万 | 减仓 |
| T | AT&T INC COM | $2,898 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $3,159 | 0.00% | 25 | 25 | — | $3,159 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $3,225 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3,420 | 0.00% | 48 | -168 | -77.8% | -$1.20万 | 减仓 |
| — | ISHARES FLOATING RATE LOAN ACTIVE ETF | $3,563 | 0.00% | 70 | -13,971 | -99.5% | -$71.11万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $4,268 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $4,697 | 0.00% | 31 | 31 | — | $4,697 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP COM | $4,719 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $4,896 | 0.00% | 18 | 18 | — | $4,896 | 新建仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $4,907 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $5,205 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $5,536 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $5,560 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | TRX GOLD CORPORATION COM | $5,569 | 0.00% | 6,750 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $5,878 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6,259 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $6,887 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $7,086 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $7,241 | 0.01% | 23 | 23 | — | $7,241 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $7,745 | 0.01% | 26 | -15 | -36.6% | -$4,468 | 减仓 |
| — | STATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF | $8,226 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $8,313 | 0.01% | 20 | -44 | -68.8% | -$1.83万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $8,837 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $9,502 | 0.01% | 99 | -1,882 | -95.0% | -$18.06万 | 减仓 |
| NKE | NIKE INC CL B | $9,524 | 0.01% | 232 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $9,524 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $1.04万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1.12万 | 0.01% | 12 | 12 | — | $1.12万 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1.13万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $1.14万 | 0.01% | 149 | 149 | — | $1.14万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $1.16万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $1.19万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.27万 | 0.01% | 100 | 100 | — | $1.27万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $1.31万 | 0.01% | 740 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $1.39万 | 0.01% | 118 | 118 | — | $1.39万 | 新建仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $1.39万 | 0.01% | 133 | -4,426 | -97.1% | -$46.24万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.41万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $1.43万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $1.67万 | 0.01% | 653 | 7 | 1.1% | $179 | 加仓 |
| SAP | SAP SE SPON ADR | $1.70万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $1.70万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $1.75万 | 0.01% | 129 | 129 | — | $1.75万 | 新建仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1.77万 | 0.01% | 638 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $1.77万 | 0.01% | 111 | 111 | — | $1.77万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $1.85万 | 0.01% | 108 | 108 | — | $1.85万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.85万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD SHS | $1.92万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $1.99万 | 0.01% | 687 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $2.04万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $2.08万 | 0.02% | 50 | 50 | — | $2.08万 | 新建仓 |
| ATR | APTARGROUP INC COM | $2.19万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $2.26万 | 0.02% | 230 | 120 | 109.1% | $1.18万 | 加仓 |
| DIS | DISNEY WALT CO COM | $2.28万 | 0.02% | 237 | 113 | 91.1% | $1.09万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $2.31万 | 0.02% | 153 | 153 | — | $2.31万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $2.37万 | 0.02% | 410 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2.45万 | 0.02% | 155 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $2.48万 | 0.02% | 340 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $2.49万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $2.56万 | 0.02% | 238 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $2.71万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $2.73万 | 0.02% | 200 | 200 | — | $2.73万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $2.85万 | 0.02% | 109 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $2.89万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $3.01万 | 0.02% | 331 | -10 | -2.9% | -$908 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $3.04万 | 0.02% | 960 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $3.04万 | 0.02% | 330 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $3.16万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $3.25万 | 0.02% | 56 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $3.27万 | 0.02% | 100 | 100 | — | $3.27万 | 新建仓 |
| INTC | INTEL CORP COM | $3.28万 | 0.02% | 235 | 235 | — | $3.28万 | 新建仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $3.30万 | 0.02% | 167 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $3.39万 | 0.02% | 410 | -30 | -6.8% | -$2,479 | 减仓 |
| CSX | CSX CORP COM | $3.42万 | 0.03% | 720 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $3.55万 | 0.03% | 300 | 120 | 66.7% | $1.42万 | 加仓 |