13F 机构持仓

Aventus Investment Advisors, Inc.

NAPLES FL · SEC CIK 0002093055

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.36亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QUAL 20.6%
EFG 8.8%
RSPT 8.6%
XLK 7.1%
AGG 6.4%
VGSH 6.1%
XLF 5.6%
SPYG 4.3%
IGSB 3.8%
SCHG 1.9%

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
SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK $1.85万0.01%108 108— $1.85万 新建仓
YUM YUM BRANDS INC COM $1.77万0.01%111 111— $1.77万 新建仓
SCHF SCHWAB INTERNATIONAL EQUITY ETF $1.77万0.01%638 00.0% — 不变
PEP PEPSICO INC COM $1.75万0.01%129 129— $1.75万 新建仓
CCI CROWN CASTLE INC COM $1.70万0.01%225 00.0% — 不变
SAP SAP SE SPON ADR $1.70万0.01%110 00.0% — 不变
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF $1.67万0.01%653 71.1% $179 加仓
CAH CARDINAL HEALTH INC COM $1.43万0.01%60 00.0% — 不变
NVS NOVARTIS AG SPONSORED ADR $1.41万0.01%90 00.0% — 不变
ITB ISHARES U.S. HOME CONSTRUCTION ETF $1.39万0.01%133 -4,426-97.1% -$46.24万 减仓
CSCO CISCO SYS INC COM $1.39万0.01%118 118— $1.39万 新建仓
HBAN HUNTINGTON BANCSHARES INC COM $1.31万0.01%740 00.0% — 不变
DUK DUKE ENERGY CORP NEW COM NEW $1.27万0.01%100 100— $1.27万 新建仓
TXN TEXAS INSTRS INC COM $1.19万0.01%40 00.0% — 不变
QCOM QUALCOMM INC COM $1.16万0.01%63 00.0% — 不变
CMS CMS ENERGY CORP COM $1.14万0.01%149 149— $1.14万 新建仓
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $1.13万0.01%53 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION COM $1.12万0.01%12 12— $1.12万 新建仓
MAA MID-AMER APT CMNTYS INC COM $1.04万0.01%75 00.0% — 不变
NKE NIKE INC CL B $9,5240.01%232 00.0% — 不变
DHR DANAHER CORP DEL COM $9,5240.01%50 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $9,5020.01%99 -1,882-95.0% -$18.06万 减仓
QQQ INVESCO QQQ TRUST SERIES I $8,8370.01%12 00.0% — 不变
UNH UNITEDHEALTH GROUP INC COM $8,3130.01%20 -44-68.8% -$1.83万 减仓
— STATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF $8,2260.01%42 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC COM $7,7450.01%26 -15-36.6% -$4,468 减仓
SYK STRYKER CORPORATION COM $7,2410.01%23 23— $7,241 新建仓
KHC KRAFT HEINZ CO COM $7,0860.01%300 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO COM $6,8870.01%30 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $6,2590.00%188 00.0% — 不变
AEE AMEREN CORP COM $5,8780.00%52 00.0% — 不变
— TRX GOLD CORPORATION COM $5,5690.00%6,750 00.0% — 不变
F FORD MTR CO COM $5,5600.00%400 00.0% — 不变
SBUX STARBUCKS CORP COM $5,5360.00%54 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC COM CL A $5,2050.00%300 00.0% — 不变
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF $4,9070.00%93 00.0% — 不变
UNP UNION PAC CORP COM $4,8960.00%18 18— $4,896 新建仓
NSC NORFOLK SOUTHN CORP COM $4,7190.00%15 00.0% — 不变
TJX TJX COS INC NEW COM $4,6970.00%31 31— $4,697 新建仓
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF $4,2680.00%54 00.0% — 不变
— ISHARES FLOATING RATE LOAN ACTIVE ETF $3,5630.00%70 -13,971-99.5% -$71.11万 减仓
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $3,4200.00%48 -168-77.8% -$1.20万 减仓
APD AIR PRODUCTS AND CHEMICALS INC COM $3,2250.00%11 00.0% — 不变
GILD GILEAD SCIENCES INC COM $3,1590.00%25 25— $3,159 新建仓
J JACOBS SOLUTIONS INC COM $2,8980.00%23 -2,674-99.1% -$33.69万 减仓
T AT&T INC COM $2,8980.00%140 00.0% — 不变
CCL CARNIVAL CORP LTD COMMON SHARES $2,8860.00%101 101— $2,886 新建仓
SYF SYNCHRONY FINANCIAL COM $2,6620.00%35 00.0% — 不变
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF $2,5540.00%9 00.0% — 不变
TFC TRUIST FINL CORP COM $2,4910.00%50 00.0% — 不变
TRLV TRULIEVE CANNABIS CORP SUB VTG SHS $1,9660.00%200 200— $1,966 新建仓
VOO VANGUARD S&P 500 ETF $6870.00%1 -3-75.0% -$2,061 减仓
ACWI ISHARES MSCI ACWI ETF $4710.00%3 2200.0% $314 加仓
VSNT VERSANT MEDIA GROUP INC COM CL A $1440.00%4 4— $144 新建仓
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF $980.00%1 00.0% — 不变
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF $700.00%1 00.0% — 不变
AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF $500.00%1 00.0% — 不变
EFA ISHARES MSCI EAFE ETF $00.00%0 -958-100.0% -$9.31万 清仓
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF $00.00%0 -532-100.0% -$7.58万 清仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $00.00%0 -195-100.0% -$3.87万 清仓
COF CAPITAL ONE FINL CORP COM $00.00%0 -210-100.0% -$3.83万 清仓
LLY ELI LILLY & CO COM $00.00%0 -37-100.0% -$3.40万 清仓
MRSH MARSH & MCLENNAN COS INC COM $00.00%0 -130-100.0% -$2.25万 清仓
ROP ROPER TECHNOLOGIES INC COM $00.00%0 -35-100.0% -$1.24万 清仓
COPX GLOBAL X COPPER MINERS ETF $00.00%0 -71-100.0% -$5,421 清仓
LHX L3HARRIS TECHNOLOGIES INC COM $00.00%0 -13-100.0% -$4,487 清仓
GD GENERAL DYNAMICS CORP COM $00.00%0 -11-100.0% -$3,775 清仓
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF $00.00%0 -54-100.0% -$3,308 清仓
PHR PHREESIA INC COM $00.00%0 -369-100.0% -$3,092 清仓
CCL CARNIVAL CORP COMMON STOCK $00.00%0 -101-100.0% -$2,614 清仓
AMTM AMENTUM HOLDINGS INC COM $00.00%0 -59-100.0% -$1,539 清仓