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Octavia Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Octavia Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001841259
持仓数
238
前50大市值合计
$942.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 16
增持 60
减持 68
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
DWM
WISDOMTREE TR
+$5.6M
312,425
+104%
减持
AGOX
STARBOARD INVT TR
-$5.3M
736,240
-24%
增持
FPXI
FIRST TR EXCHANGE TRADED FD
+$5.2M
330,563
+116%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
QQQ
INVESCO QQQ TR
-$4.3M
52,652
-19%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$2.6M
122,766
-27%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$2.0M
446,959
-3%
增持
GOOGL
ALPHABET INC
-$1.3M
109,591
+1922%
增持
ESGE
ISHARES INC
-$933.0K
340,327
+6%
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$879.0K
27,851
减持
VOE
VANGUARD INDEX FDS
-$708.0K
57,485
-4%
减持
AMZN
AMAZON COM INC
+$688.0K
100,693
-0%
减持
SLYG
SPDR SER TR
-$665.0K
112,648
-6%
增持
VYM
VANGUARD WHITEHALL FDS
-$664.0K
166,166
+3%
减持
VBR
VANGUARD INDEX FDS
-$625.0K
53,213
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$619.0K
46,435
-1%
减持
MSFT
MICROSOFT CORP
-$521.0K
20,777
-0%
增持
AAPL
APPLE INC
+$468.0K
192,327
+1%
增持
PG
PROCTER AND GAMBLE CO
-$435.0K
41,252
+5%
建仓
GOVI
INVESCO EXCH TRADED FD TR II
+$435.0K
20,584
建仓
WDC
WESTERN DIGITAL CORP.
+$432.0K
13,280
清仓
IDHQ
INVESCO EXCH TRADED FD TR II
-$419.0K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$391.0K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
-$370.0K
24,361
+0%
增持
NVDA
NVIDIA CORPORATION
-$350.0K
13,612
+3%
减持
IVV
ISHARES TR
-$322.0K
933
-46%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$316.0K
9,637
建仓
—
RAYTHEON TECHNOLOGIES CORP
+$311.0K
3,804
增持
VUG
VANGUARD INDEX FDS
+$278.0K
50,743
+6%
减持
T
AT&T INC
-$275.0K
41,000
-5%
增持
GOOG
ALPHABET INC
-$273.0K
19,714
+1887%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$270.0K
0
-100%
增持
FDVV
FIDELITY COVINGTON TRUST
+$250.0K
112,039
+17%
建仓
QSPT
FIRST TR EXCHNG TRADED FD VI
+$245.0K
14,812
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$236.0K
1,745
清仓
—
MEDTRONIC PLC
-$226.0K
0
-100%
减持
CINF
CINCINNATI FINL CORP
-$224.0K
6,749
-3%
增持
XLRE
SELECT SECTOR SPDR TR
-$219.0K
202,030
+10%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$216.0K
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$205.0K
0
-100%
减持
BTI
BRITISH AMERN TOB PLC
-$205.0K
29,913
-0%
建仓
MAR
MARRIOTT INTL INC NEW
+$201.0K
1,434
增持
ICSH
ISHARES TR
+$201.0K
111,077
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$201.0K
4,030
-7%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$190.0K
336,695
+5%
增持
FDX
FEDEX CORP
-$187.0K
2,417
+1%
减持
INTC
INTEL CORP
-$179.0K
13,839
-3%
减持
VTI
VANGUARD INDEX FDS
-$179.0K
6,237
-10%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$176.0K
60,853
+7%
减持
ENVX
ENOVIX CORPORATION
+$174.0K
20,866
-11%
减持
CWB
SPDR SER TR
-$172.0K
69,089
-2%
减持
AIA
ISHARES TR
-$164.0K
9,226
-7%
减持
JNJ
JOHNSON & JOHNSON
-$161.0K
10,762
-0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$157.0K
12,297
-0%
增持
WMT
WALMART INC
+$156.0K
17,169
+1%
建仓
—
MARQETA INC
+$146.0K
20,498
建仓
NAC
NUVEEN CA QUALTY MUN INCOME
+$140.0K
12,661
增持
DBC
INVESCO DB COMMDY INDX TRCK
-$135.0K
478,049
+10%
减持
META
META PLATFORMS INC
-$134.0K
4,526
-2%
增持
KO
COCA COLA CO
-$133.0K
19,950
+1%
增持
EEM
ISHARES TR
-$133.0K
26,584
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$125.0K
110,232
+6%
增持
CM
CANADIAN IMPERIAL BK COMM TO
-$122.0K
25,791
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$113.0K
89,560
+4%
增持
TSLA
TESLA INC
+$113.0K
4,896
+178%
增持
JPM
JPMORGAN CHASE & CO
-$111.0K
21,336
+3%
减持
CMCSA
COMCAST CORP NEW
-$109.0K
8,662
-6%
增持
CAH
CARDINAL HEALTH INC
+$106.0K
7,100
+0%
建仓
WTI
W & T OFFSHORE INC
+$106.0K
18,060
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$100.0K
29,421
-6%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$100.0K
12,259
增持
IWP
ISHARES TR
+$94.0K
91,796
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$93.0K
6,375
-3%
增持
V
VISA INC
-$92.0K
6,026
+2%
减持
FSK
FS KKR CAP CORP
-$88.0K
32,745
-1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$87.0K
28,434
-6%
减持
SCHP
SCHWAB STRATEGIC TR
-$86.0K
9,867
-8%
增持
PYPL
PAYPAL HLDGS INC
+$84.0K
4,561
+2%
减持
DON
WISDOMTREE TR
-$84.0K
18,780
-7%
减持
VFH
VANGUARD WORLD FDS
-$82.0K
4,752
-16%
减持
VB
VANGUARD INDEX FDS
-$81.0K
11,753
-1%
减持
SHEL
SHELL PLC
-$81.0K
33,882
-0%
减持
AMAT
APPLIED MATLS INC
-$81.0K
6,788
-3%
增持
CRM
SALESFORCE INC
-$80.0K
4,101
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$79.0K
23,926
-14%
增持
PFE
PFIZER INC
-$76.0K
9,235
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$75.0K
4,971
-2%
增持
BA
BOEING CO
-$74.0K
6,239
+2%
增持
SPYG
SPDR SER TR
-$71.0K
250,541
+4%
减持
SYY
SYSCO CORP
-$70.0K
3,901
-4%
建仓
EDD
MORGAN STANLEY EMERGING MKTS
+$67.0K
16,319
增持
MU
MICRON TECHNOLOGY INC
-$65.0K
12,944
+1%
建仓
NOK
NOKIA CORP
+$64.0K
14,919
增持
UPS
UNITED PARCEL SERVICE INC
-$63.0K
3,118
+1%
减持
VWOB
VANGUARD WHITEHALL FDS
-$63.0K
7,984
-6%
增持
ANGL
VANECK ETF TRUST
-$60.0K
171,550
+1%
减持
IJK
ISHARES TR
-$59.0K
7,780
-10%
减持
XOP
SPDR SER TR
-$58.0K
6,947
-10%
增持
KR
KROGER CO
-$57.0K
16,475
+0%
减持
ABBV
ABBVIE INC
-$56.0K
1,856
-7%
减持
WM
WASTE MGMT INC DEL
+$56.0K
18,421
-2%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$50.0K
8,688
-1%
增持
F
FORD MTR CO DEL
+$50.0K
30,611
+16%
减持
ABT
ABBOTT LABS
-$49.0K
3,139
-4%
减持
MCD
MCDONALDS CORP
-$48.0K
1,287
-8%
减持
DUK
DUKE ENERGY CORP NEW
-$47.0K
3,121
-1%
减持
CVS
CVS HEALTH CORP
+$47.0K
18,072
-0%
增持
LUV
SOUTHWEST AIRLS CO
-$47.0K
10,074
+3%
减持
LMT
LOCKHEED MARTIN CORP
-$46.0K
943
-1%
减持
GILD
GILEAD SCIENCES INC
-$45.0K
3,547
-18%
建仓
LYG
LLOYDS BANKING GROUP PLC
+$44.0K
24,714
减持
GLD
SPDR GOLD TR
-$44.0K
3,241
-0%
减持
MRK
MERCK & CO INC
-$42.0K
6,260
-2%
减持
PEP
PEPSICO INC
-$42.0K
12,607
-0%
减持
STIP
ISHARES TR
-$40.0K
4,883
-2%
增持
BX
BLACKSTONE INC
-$40.0K
5,225
+0%
减持
IGSB
ISHARES TR
-$39.0K
18,858
-1%
减持
AVGO
BROADCOM INC
-$39.0K
769
-1%
减持
ORCL
ORACLE CORP
-$39.0K
4,198
-1%
减持
VHT
VANGUARD WORLD FDS
-$35.0K
1,839
-4%
增持
ENB
ENBRIDGE INC
-$33.0K
6,649
+1%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$33.0K
8,356
+28%
建仓
—
GAN LTD
+$31.0K
14,062
减持
HD
HOME DEPOT INC
-$31.0K
2,152
-6%
增持
TIP
ISHARES TR
-$31.0K
3,303
+0%
减持
—
EXXON MOBIL CORP
-$27.0K
9,631
-5%
增持
XLF
SELECT SECTOR SPDR TR
+$26.0K
20,503
+8%
增持
SQ
BLOCK INC
-$25.0K
6,688
+5%
减持
PYZ
INVESCO EXCHANGE TRADED FD T
-$22.0K
3,522
-5%
增持
XLE
SELECT SECTOR SPDR TR
+$21.0K
3,719
+8%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$20.0K
5,144
+13%
增持
MO
ALTRIA GROUP INC
-$20.0K
28,432
+1%
减持
DG
DOLLAR GEN CORP NEW
-$20.0K
2,979
-1%
增持
SRLN
SSGA ACTIVE ETF TR
+$20.0K
6,961
+10%
增持
VO
VANGUARD INDEX FDS
+$19.0K
2,131
+10%
减持
FLOT
ISHARES TR
-$19.0K
158,769
-1%
减持
CVX
CHEVRON CORP NEW
-$19.0K
4,240
-2%
增持
FITB
FIFTH THIRD BANCORP
-$18.0K
11,587
+0%
增持
EMB
ISHARES TR
-$17.0K
25,870
+6%
增持
KEY
KEYCORP
-$17.0K
59,257
+6%
增持
IJR
ISHARES TR
+$17.0K
4,451
+11%
增持
HDV
ISHARES TR
-$17.0K
2,474
+3%
减持
VDC
VANGUARD WORLD FDS
-$16.0K
1,167
-1%
增持
USB
US BANCORP DEL
-$16.0K
5,097
+6%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$16.0K
2,728
-2%
增持
MA
MASTERCARD INCORPORATED
-$15.0K
779
+3%
减持
SPSB
SPDR SER TR
-$15.0K
16,108
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$15.0K
723
-2%
增持
AMGN
AMGEN INC
-$14.0K
959
+1%
减持
DIS
DISNEY WALT CO
-$13.0K
8,993
-1%
增持
BAC
BK OF AMERICA CORP
-$13.0K
40,046
+2%
