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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2,415.02万 | 20.43% | 125,907 | 114 | 0.1% | $2.19万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $1,309.47万 | 11.08% | 117,578 | 974 | 0.8% | $10.85万 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $934.76万 | 7.91% | 206,531 | -1,796 | -0.9% | -$8.13万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $932.15万 | 7.89% | 93,900 | 2,438 | 2.7% | $24.20万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $717.30万 | 6.07% | 122,532 | 8,364 | 7.3% | $48.96万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $671.42万 | 5.68% | 50,521 | 731 | 1.5% | $9.71万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $615.66万 | 5.21% | 124,703 | 3,563 | 2.9% | $17.59万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $437.41万 | 3.70% | 44,675 | 482 | 1.1% | $4.72万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $390.70万 | 3.31% | 74,334 | 2,612 | 3.6% | $13.73万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $287.73万 | 2.43% | 118,555 | -5,727 | -4.6% | -$13.90万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $243.14万 | 2.06% | 16,584 | -35 | -0.2% | -$5,131 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $228.28万 | 1.93% | 16,820 | -632 | -3.6% | -$8.58万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $224.92万 | 1.90% | 77,214 | -1,736 | -2.2% | -$5.06万 | 减仓 |
| AMZN | AMAZON COM INC COM | $194.59万 | 1.65% | 9,343 | 1,604 | 20.7% | $33.41万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $175.33万 | 1.48% | 4,014 | -55 | -1.4% | -$2.40万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $153.27万 | 1.30% | 66,007 | -52,286 | -44.2% | -$121.41万 | 减仓 |
| AVGO | BROADCOM INC COM | $149.77万 | 1.27% | 4,839 | 83 | 1.7% | $2.57万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $147.69万 | 1.25% | 48,709 | 3,078 | 6.7% | $9.33万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $132.92万 | 1.12% | 1,905 | -2 | -0.1% | -$1,395 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $128.57万 | 1.09% | 4,471 | -65 | -1.4% | -$1.87万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $116.87万 | 0.99% | 4,074 | -139 | -3.3% | -$3.99万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $115.49万 | 0.98% | 1,768 | -80 | -4.3% | -$5.23万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $91.49万 | 0.77% | 5,246 | 896 | 20.6% | $15.63万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $82.92万 | 0.70% | 2,240 | 204 | 10.0% | $7.55万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $79.01万 | 0.67% | 3,674 | -68 | -1.8% | -$1.46万 | 减仓 |
| — | ISHARES FLOATING RATE LOAN ACTIVE ETF | $71.25万 | 0.60% | 14,041 | 623 | 4.6% | $3.16万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $59.46万 | 0.50% | 6,411 | -448 | -6.5% | -$4.15万 | 减仓 |
| META | META PLATFORMS INC CL A | $57.73万 | 0.49% | 1,009 | -19 | -1.8% | -$1.09万 | 减仓 |
| ORCL | ORACLE CORP COM | $49.84万 | 0.42% | 3,388 | 355 | 11.7% | $5.22万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $41.73万 | 0.35% | 16,274 | -359 | -2.2% | -$9,205 | 减仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $41.28万 | 0.35% | 4,559 | 18 | 0.4% | $1,630 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $39.84万 | 0.34% | 1,179 | 26 | 2.3% | $8,787 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $34.33万 | 0.29% | 2,697 | -105 | -3.7% | -$1.34万 | 减仓 |
| RY | ROYAL BK CDA COM | $33.97万 | 0.29% | 2,100 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $27.15万 | 0.23% | 628 | 628 | — | $27.15万 | 新建仓 |
| AAPL | APPLE INC COM | $25.59万 | 0.22% | 1,008 | -3,639 | -78.3% | -$92.39万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $24.85万 | 0.21% | 1,981 | 135 | 7.3% | $1.69万 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $17.88万 | 0.15% | 1,480 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $15.74万 | 0.13% | 242 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $14.81万 | 0.13% | 2,851 | 2,593 | 1,005.0% | $13.47万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $13.82万 | 0.12% | 2,203 | 367 | 20.0% | $2.30万 | 加仓 |
| LOW | LOWES COS INC COM | $13.68万 | 0.12% | 579 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $13.27万 | 0.11% | 277 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $10.90万 | 0.09% | 306 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $9.31万 | 0.08% | 958 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $7.58万 | 0.06% | 532 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $7.38万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $6.54万 | 0.06% | 152 | 2 | 1.3% | $861 | 加仓 |
| MPC | MARATHON PETE CORP COM | $6.01万 | 0.05% | 246 | -135 | -35.4% | -$3.30万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $5.86万 | 0.05% | 406 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $5.76万 | 0.05% | 440 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $5.75万 | 0.05% | 528 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $5.08万 | 0.04% | 208 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $5.00万 | 0.04% | 230 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC COM | $4.97万 | 0.04% | 2,000 | 2,000 | — | $4.97万 | 新建仓 |
| PLD | PROLOGIS INC. COM | $4.76万 | 0.04% | 360 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $4.65万 | 0.04% | 440 | -210 | -32.3% | -$2.22万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $4.63万 | 0.04% | 235 | 235 | — | $4.63万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $4.40万 | 0.04% | 380 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $4.39万 | 0.04% | 210 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $4.36万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $4.19万 | 0.04% | 320 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $4.05万 | 0.03% | 134 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $3.87万 | 0.03% | 195 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $3.86万 | 0.03% | 200 | 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 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $3.75万 | 0.03% | 457 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $3.50万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $3.40万 | 0.03% | 37 | 27 | 270.0% | $2.48万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $3.36万 | 0.03% | 690 | -50 | -6.8% | -$2,438 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $3.33万 | 0.03% | 170 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $3.32万 | 0.03% | 110 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $3.17万 | 0.03% | 109 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $3.10万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $3.08万 | 0.03% | 167 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $2.96万 | 0.03% | 720 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $2.95万 | 0.02% | 960 | 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 |
| PM | PHILIP MORRIS INTL INC COM | $2.65万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| LOUP | INNOVATOR DEEPWATER FRONTIER TECH ETF | $2.62万 | 0.02% | 381 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $2.57万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $2.56万 | 0.02% | 340 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD SHS | $2.48万 | 0.02% | 380 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $2.36万 | 0.02% | 410 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $2.36万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $2.34万 | 0.02% | 238 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2.30万 | 0.02% | 155 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $2.29万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $2.25万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $2.21万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $2.20万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $2.15万 | 0.02% | 180 | 180 | — | $2.15万 | 新建仓 |
| KO | COCA COLA CO COM | $2.13万 | 0.02% | 280 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $2.13万 | 0.02% | 50 | 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 |
| MDT | MEDTRONIC PLC SHS | $1.99万 | 0.02% | 230 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $1.97万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $1.92万 | 0.02% | 20 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $1.88万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $1.83万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |