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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 19
增持 67
减持 56
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
CMDY
ISHARES U S ETF TR
+$13.6M
249,519
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$11.4M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$10.5M
13,533
-74%
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。
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$6.8M
572,174
+28%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.4M
204,474
+23%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$5.6M
7,803
-94%
增持
VUG
VANGUARD INDEX FDS
+$5.0M
74,225
+46%
增持
FPXI
FIRST TR EXCHANGE TRADED FD
+$4.7M
424,722
+28%
增持
SPYG
SPDR SER TR
+$4.6M
337,682
+35%
增持
DWM
WISDOMTREE TR
+$4.3M
358,272
+15%
减持
AMZN
AMAZON COM INC
-$3.1M
98,238
-2%
增持
ESGE
ISHARES INC
+$2.2M
384,947
+13%
减持
AAPL
APPLE INC
-$2.1M
188,724
-2%
增持
VOE
VANGUARD INDEX FDS
+$1.4M
62,050
+8%
增持
VBR
VANGUARD INDEX FDS
+$1.3M
56,342
+6%
增持
IWP
ISHARES TR
+$1.2M
100,888
+10%
增持
SLYG
SPDR SER TR
+$1.2M
122,579
+9%
建仓
VOO
VANGUARD INDEX FDS
+$1.2M
3,305
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.1M
378,796
+13%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
41,549
+1%
减持
AGOX
STARBOARD INVT TR
+$959.6K
734,482
-0%
增持
JPM
JPMORGAN CHASE & CO
+$794.1K
22,551
+6%
增持
GOOGL
ALPHABET INC
-$767.2K
110,108
+0%
减持
TSLA
TESLA INC
-$741.0K
4,530
-7%
增持
XLRE
SELECT SECTOR SPDR TR
+$718.9K
216,461
+7%
增持
FBND
FIDELITY MERRIMACK STR TR
+$670.9K
123,595
+12%
减持
FLOT
ISHARES TR
-$549.3K
147,659
-7%
增持
FDVV
FIDELITY COVINGTON TRUST
+$532.5K
113,473
+1%
增持
ICSH
ISHARES TR
+$523.8K
121,479
+9%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$511.3K
12,182
增持
ANGL
VANECK ETF TRUST
+$503.1K
185,164
+8%
建仓
IDHQ
INVESCO EXCH TRADED FD TR II
+$499.2K
20,183
增持
UDEC
INNOVATOR ETFS TR
+$485.3K
25,530
+232%
减持
PM
PHILIP MORRIS INTL INC
+$439.4K
24,320
-0%
清仓
GOVI
INVESCO EXCH TRADED FD TR II
-$435.0K
0
-100%
建仓
AGG
ISHARES TR
+$421.2K
4,343
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$393.0K
66,637
+10%
增持
EMB
ISHARES TR
+$386.4K
28,849
+12%
建仓
FOCT
FIRST TR EXCHNG TRADED FD VI
+$385.1K
11,666
减持
BA
BOEING CO
+$378.8K
5,952
-5%
增持
NVDA
NVIDIA CORPORATION
+$371.9K
13,849
+2%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$370.7K
3,673
清仓
—
RAYTHEON TECHNOLOGIES CORP
-$311.0K
0
-100%
清仓
KDRN
ETF OPPORTUNITIES TRUST
-$269.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$265.4K
6,369
-0%
增持
PEP
PEPSICO INC
+$255.3K
12,724
+1%
增持
SHEL
SHELL PLC
+$251.4K
34,019
+0%
建仓
FLTR
VANECK ETF TRUST
+$248.3K
9,980
建仓
SPSM
SPDR SER TR
+$245.3K
6,635
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$244.1K
6,261
建仓
SPMD
SPDR SER TR
+$240.9K
5,668
建仓
NFLX
NETFLIX INC
+$231.2K
784
增持
PRU
PRUDENTIAL FINL INC
+$223.0K
14,719
+2%
清仓
DOCU
DOCUSIGN INC
-$222.0K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$220.9K
17,402
-6%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$220.1K
654
增持
SPY
SPDR S&P 500 ETF TR
+$219.1K
4,335
+8%
清仓
BND
VANGUARD BD INDEX FDS
-$216.0K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$213.0K
0
-100%
建仓
—
MEDTRONIC PLC
+$212.6K
2,712
建仓
ILCG
ISHARES TR
+$212.6K
4,367
建仓
FHN
FIRST HORIZON CORPORATION
+$207.1K
8,402
减持
—
EXXON MOBIL CORP
+$187.8K
9,327
-3%
增持
VB
VANGUARD INDEX FDS
+$171.9K
11,882
+1%
减持
V
VISA INC
+$166.2K
5,955
-1%
增持
BTI
BRITISH AMERN TOB PLC
+$156.2K
30,457
+2%
减持
WMT
WALMART INC
+$153.6K
16,723
-3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$149.9K
90,476
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$147.7K
24,787
-13%
减持
XOP
SPDR SER TR
-$144.1K
5,313
-24%
增持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$143.2K
30,542
+10%
增持
PFE
PFIZER INC
+$142.1K
10,658
+15%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$141.4K
8,800
+1%
清仓
NAC
NUVEEN CA QUALTY MUN INCOME
-$140.0K
0
-100%
减持
KO
COCA COLA CO
+$138.9K
19,885
-0%
减持
MSFT
MICROSOFT CORP
+$137.1K
20,749
-0%
增持
AMAT
APPLIED MATLS INC
+$136.4K
7,111
+5%
减持
MRK
MERCK & CO INC
+$133.1K
6,054
-3%
减持
JNJ
JOHNSON & JOHNSON
+$126.7K
10,669
-1%
增持
BAC
BANK AMERICA CORP
+$123.0K
40,217
+0%
减持
MO
ALTRIA GROUP INC
+$115.9K
27,672
-3%
增持
GLD
SPDR GOLD TR
+$108.9K
3,595
+11%
减持
CVX
CHEVRON CORP NEW
+$107.3K
3,991
-6%
增持
GILD
GILEAD SCIENCES INC
+$99.9K
3,715
+5%
增持
KEY
KEYCORP
+$97.5K
60,077
+1%
增持
GOOG
ALPHABET INC
-$94.8K
20,300
+3%
减持
SCHP
SCHWAB STRATEGIC TR
-$93.0K
8,071
-18%
增持
MCD
MCDONALDS CORP
+$92.5K
1,478
+15%
增持
ENVX
ENOVIX CORPORATION
-$92.4K
23,364
+12%
增持
AVGO
BROADCOM INC
+$90.8K
772
+0%
增持
CINF
CINCINNATI FINL CORP
+$90.4K
6,785
+1%
减持
SPSB
SPDR SER TR
-$88.3K
13,025
-19%
增持
ORCL
ORACLE CORP
+$88.0K
4,209
+0%
建仓
USA
LIBERTY ALL STAR EQUITY FD
+$87.8K
15,000
减持
IJH
ISHARES TR
+$87.4K
5,016
-2%
减持
CM
CANADIAN IMPERIAL BK COMM TO
-$85.8K
25,760
-0%
减持
META
META PLATFORMS INC
-$84.1K
4,403
-3%
减持
SPG
SIMON PPTY GROUP INC NEW
+$82.9K
3,063
-1%
减持
PYPL
PAYPAL HLDGS INC
-$76.4K
4,445
-3%
增持
IGSB
ISHARES TR
+$74.9K
20,150
+7%
减持
CAH
CARDINAL HEALTH INC
+$70.7K
7,080
-0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$70.5K
19,615
-18%
减持
CVS
CVS HEALTH CORP
-$67.9K
17,772
-2%
增持
AMGN
AMGEN INC
+$61.3K
1,056
+10%
减持
BILL
BILL COM HLDGS INC
-$59.9K
2,048
-4%
增持
ABBV
ABBVIE INC
+$59.5K
1,909
+3%
减持
HD
HOME DEPOT INC
+$58.9K
2,067
-4%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$57.8K
8,444
+1%
减持
AIA
ISHARES TR
+$57.0K
9,130
-1%
增持
ITA
ISHARES TR
+$57.0K
2,816
+0%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$56.8K
30,525
+4%
增持
DIS
DISNEY WALT CO
-$56.5K
9,110
+1%
增持
SQ
BLOCK INC
+$53.0K
6,700
+0%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$53.0K
46,577
+2%
减持
F
FORD MTR CO DEL
-$51.6K
25,054
-18%
增持
DUK
DUKE ENERGY CORP NEW
+$51.4K
3,315
+6%
增持
CRM
SALESFORCE INC
-$44.3K
4,116
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$44.1K
772
+3%
减持
LMT
LOCKHEED MARTIN CORP
+$43.7K
838
-11%
增持
IJK
ISHARES TR
+$43.3K
7,808
+0%
建仓
FLUX
FLUX PWR HLDGS INC
+$42.5K
10,718
减持
XLE
SELECT SECTOR SPDR TR
+$41.6K
3,539
-5%
减持
CWB
SPDR SER TR
-$38.6K
67,368
-2%
减持
WTI
W & T OFFSHORE INC
-$38.5K
12,100
-33%
增持
CPRT
COPART INC
+$38.4K
5,016
+100%
增持
UPS
UNITED PARCEL SERVICE INC
+$38.4K
3,120
+0%
增持
BX
BLACKSTONE INC
-$36.8K
5,394
+3%
减持
FDX
FEDEX CORP
+$36.4K
2,285
-5%
增持
LUV
SOUTHWEST AIRLS CO
+$35.1K
10,280
+2%
减持
CMCSA
COMCAST CORP NEW
+$34.6K
8,254
-5%
增持
QSPT
FIRST TR EXCHNG TRADED FD VI
+$31.4K
16,610
+12%
减持
ABT
ABBOTT LABS
+$31.3K
3,054
-3%
减持
VHT
VANGUARD WORLD FDS
+$30.9K
1,789
-3%
增持
USB
US BANCORP DEL
+$28.9K
5,374
+5%
减持
DON
WISDOMTREE TR
+$28.8K
17,886
-5%
减持
ELV
ELEVANCE HEALTH INC
+$28.4K
574
-2%
减持
VO
VANGUARD INDEX FDS
+$26.0K
2,095
-2%
减持
FITB
FIFTH THIRD BANCORP
-$25.7K
10,511
-9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$25.6K
1,723
-1%
减持
T
AT&T INC
+$22.0K
35,360
-14%
增持
VDC
VANGUARD WORLD FDS
+$21.7K
1,168
+0%
减持
VFH
VANGUARD WORLD FDS
+$20.4K
4,550
-4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$20.3K
12,419
+1%
减持
WDC
WESTERN DIGITAL CORP.
-$19.3K
13,080
-2%
增持
—
MARQETA INC
-$19.3K
20,740
+1%
减持
IWM
ISHARES TR
-$19.3K
2,625
-9%
减持
COST
COSTCO WHSL CORP NEW
-$18.4K
803
-1%
建仓
—
HELIOGEN INC
+$17.5K
25,000
减持
FSK
FS KKR CAP CORP
+$17.3K
32,692
-0%
减持
VWOB
VANGUARD WHITEHALL FDS
+$16.9K
7,805
-2%
