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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 62
减持 64
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$10.1M
339,873
+175%
增持
ESGE
ISHARES INC
+$9.5M
668,746
+74%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$7.5M
94,491
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
AAPL
APPLE INC
+$6.4M
187,343
-1%
减持
ICSH
ISHARES TR
-$5.4M
13,002
-89%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$5.4M
18,753
-79%
增持
FPXI
FIRST TR EXCHANGE TRADED FD
+$4.8M
521,917
+23%
增持
DWM
WISDOMTREE TR
+$4.0M
419,302
+17%
减持
VYM
VANGUARD WHITEHALL FDS
-$3.3M
178,612
-13%
减持
FLOT
ISHARES TR
-$3.0M
88,930
-40%
增持
IWP
ISHARES TR
+$2.8M
123,803
+23%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$2.8M
104,722
+57%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$2.7M
501,951
-12%
清仓
EMB
ISHARES TR
-$2.4M
0
-100%
增持
SLYG
SPDR SER TR
+$2.3M
151,229
+23%
增持
VOE
VANGUARD INDEX FDS
+$2.1M
78,402
+26%
增持
AMZN
AMAZON COM INC
+$1.9M
98,611
+0%
增持
VBR
VANGUARD INDEX FDS
+$1.9M
68,280
+21%
减持
NVDA
NVIDIA CORPORATION
+$1.8M
13,826
-0%
减持
CWB
SPDR SER TR
-$1.8M
38,231
-43%
增持
ANGL
VANECK ETF TRUST
+$1.7M
240,337
+30%
减持
GOOGL
ALPHABET INC
+$1.6M
109,434
-1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.4M
433,645
+14%
清仓
VOO
VANGUARD INDEX FDS
-$1.2M
0
-100%
减持
MSFT
MICROSOFT CORP
+$990.6K
20,696
-0%
减持
SPYG
SPDR SER TR
-$925.8K
292,351
-13%
减持
VUG
VANGUARD INDEX FDS
-$903.7K
59,792
-19%
建仓
XMAR
FIRST TR EXCHNG TRADED FD VI
+$900.6K
29,693
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$511.3K
0
-100%
减持
AGOX
STARBOARD INVT TR
+$500.6K
715,085
-3%
减持
QQQ
INVESCO QQQ TR
+$474.9K
12,690
-6%
清仓
AGG
ISHARES TR
-$421.2K
0
-100%
增持
TSLA
TESLA INC
+$419.3K
4,711
+4%
减持
META
META PLATFORMS INC
+$381.7K
4,301
-2%
减持
CVS
CVS HEALTH CORP
-$345.5K
17,638
-1%
减持
IGSB
ISHARES TR
-$337.9K
13,177
-35%
增持
GOOG
ALPHABET INC
+$318.2K
20,379
+0%
增持
CRM
SALESFORCE INC
+$291.9K
4,193
+2%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$283.4K
18,166
-27%
增持
KEY
KEYCORP
-$271.8K
61,879
+3%
建仓
SHOP
SHOPIFY INC
+$269.9K
5,630
建仓
DHR
DANAHER CORPORATION
+$258.6K
1,025
减持
JNJ
JOHNSON & JOHNSON
-$252.3K
10,531
-1%
清仓
SPSM
SPDR SER TR
-$245.3K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$244.1K
0
-100%
增持
PRU
PRUDENTIAL FINL INC
-$241.2K
14,778
+0%
清仓
SPMD
SPDR SER TR
-$240.9K
0
-100%
减持
XOP
SPDR SER TR
-$240.0K
3,777
-29%
建仓
VGT
VANGUARD WORLD FDS
+$229.1K
594
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$225.8K
1,645
清仓
BILL
BILL COM HLDGS INC
-$223.2K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$218.7K
5,052
建仓
QCOM
QUALCOMM INC
+$216.6K
1,698
建仓
SYK
STRYKER CORPORATION
+$211.5K
739
减持
STIP
ISHARES TR
-$210.7K
2,529
-47%
建仓
UNP
UNION PAC CORP
+$210.1K
1,044
建仓
SMH
VANECK ETF TRUST
+$207.8K
790
清仓
FHN
FIRST HORIZON CORPORATION
-$207.1K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$203.9K
7,297
+3%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$202.6K
1,552
建仓
TGT
TARGET CORP
+$200.1K
1,208
减持
VWOB
VANGUARD WHITEHALL FDS
-$189.5K
4,597
-41%
增持
AMD
ADVANCED MICRO DEVICES INC
+$177.7K
5,123
+2%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$176.6K
26,878
-12%
减持
FPE
FIRST TR EXCH TRADED FD III
-$169.2K
10,048
-49%
增持
MU
MICRON TECHNOLOGY INC
+$167.3K
13,374
+5%
减持
SPSB
SPDR SER TR
-$167.2K
7,273
-44%
减持
PG
PROCTER AND GAMBLE CO
-$156.7K
41,297
-1%
增持
WM
WASTE MGMT INC DEL
+$154.5K
17,679
+2%
减持
FSK
FS KKR CAP CORP
-$152.4K
23,020
-30%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$143.7K
45,815
-2%
增持
V
VISA INC
+$142.4K
6,119
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$142.2K
5,645
+10%
增持
ENVX
ENOVIX CORPORATION
+$138.6K
28,792
+23%
增持
EW
EDWARDS LIFESCIENCES CORP
+$135.4K
12,727
+3%
减持
WDC
WESTERN DIGITAL CORP.
-$130.5K
7,490
-43%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$124.5K
23,611
+17%
增持
PEP
PEPSICO INC
+$121.8K
13,357
+5%
减持
BA
BOEING CO
+$119.5K
5,900
-1%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$117.4K
6,799
-13%
减持
DIS
DISNEY WALT CO
+$117.0K
9,073
-0%
减持
DG
DOLLAR GEN CORP NEW
-$110.1K
2,970
-0%
减持
FDX
FEDEX CORP
+$109.6K
2,212
-3%
增持
PFE
PFIZER INC
-$97.3K
10,999
+3%
减持
PM
PHILIP MORRIS INTL INC
-$96.7K
24,317
-0%
增持
AVGO
BROADCOM INC
+$91.8K
816
+6%
清仓
USA
LIBERTY ALL STAR EQUITY FD
-$87.8K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$85.6K
47,496
+6%
减持
XLRE
SELECT SECTOR SPDR TR
+$84.5K
216,115
-0%
减持
TIP
ISHARES TR
-$83.5K
2,402
-27%
增持
VB
VANGUARD INDEX FDS
+$83.0K
11,943
+1%
增持
BX
BLACKSTONE INC
+$80.4K
5,471
+1%
增持
KR
KROGER CO
+$78.1K
16,196
+0%
减持
CVX
CHEVRON CORP NEW
-$77.8K
3,913
-2%
增持
UPS
UNITED PARCEL SERVICE INC
+$77.6K
3,196
+2%
增持
BTI
BRITISH AMERN TOB PLC
-$72.2K
32,607
+7%
减持
SCHP
SCHWAB STRATEGIC TR
-$70.8K
6,477
-20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$68.6K
6,594
+4%
减持
HD
HOME DEPOT INC
-$68.5K
1,980
-4%
减持
INTC
INTEL CORP
+$66.8K
13,158
-4%
增持
ORCL
ORACLE CORP
+$63.9K
4,390
+4%
减持
FDVV
FIDELITY COVINGTON TRUST
-$62.7K
109,501
-4%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$60.6K
17,713
+101%
增持
CM
CANADIAN IMPERIAL BK COMM TO
+$59.2K
25,961
+1%
减持
WMT
WALMART INC
+$57.2K
16,469
-2%
增持
BAC
BANK AMERICA CORP
-$56.0K
44,613
+11%
减持
AIA
ISHARES TR
-$54.7K
7,487
-18%
增持
COST
COSTCO WHSL CORP NEW
+$54.6K
848
+6%
增持
SQ
BLOCK INC
+$54.1K
6,921
+3%
减持
XLE
SELECT SECTOR SPDR TR
-$50.1K
3,132
-12%
增持
CMDY
ISHARES U S ETF TR
+$48.1K
264,934
+6%
减持
VFH
VANGUARD WORLD FDS
-$47.4K
4,224
-7%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$47.4K
694
+6%
减持
SPG
SIMON PPTY GROUP INC NEW
-$45.6K
2,807
-8%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$45.2K
8,987
+6%
减持
IJH
ISHARES TR
-$44.3K
4,673
-7%
增持
JPM
JPMORGAN CHASE & CO
-$44.0K
22,870
+1%
减持
IJR
ISHARES TR
-$43.9K
3,557
-13%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$43.3K
3,343
-9%
增持
NOC
NORTHROP GRUMMAN CORP
-$42.1K
652
+4%
增持
EEM
ISHARES TR
+$42.0K
24,777
+0%
增持
FITB
FIFTH THIRD BANCORP
-$38.9K
11,472
+9%
增持
MCD
MCDONALDS CORP
+$38.0K
1,529
+3%
增持
IUSG
ISHARES TR
+$37.5K
5,198
+0%
增持
—
MARQETA INC
+$37.2K
35,872
+73%
减持
VHT
VANGUARD WORLD FDS
-$33.6K
1,720
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$33.3K
792
-5%
增持
MA
MASTERCARD INCORPORATED
+$32.1K
736
+9%
减持
NFLX
NETFLIX INC
+$31.0K
759
-3%
减持
ELV
ELEVANCE HEALTH INC
-$31.0K
573
-0%
减持
—
EXXON MOBIL CORP
-$30.8K
9,101
-2%
减持
MO
ALTRIA GROUP INC
-$30.2K
27,671
-0%
减持
FLRN
SPDR SER TR
-$29.0K
11,697
-8%
增持
MRK
MERCK & CO INC
-$27.3K
6,056
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$27.3K
12,669
+2%
增持
USB
US BANCORP DEL
-$27.1K
5,744
+7%
减持
VO
VANGUARD INDEX FDS
-$26.9K
1,897
-9%
增持
F
FORD MTR CO DEL
+$26.2K
25,203
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$26.0K
797
+10%
减持
GILD
GILEAD SCIENCES INC
-$25.4K
3,538
-5%
增持
IJK
ISHARES TR
+$25.1K
7,809
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$25.1K
887
+15%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$24.8K
29,610
-3%
减持
SHEL
SHELL PLC
-$22.3K
33,283
-2%
减持
IVV
ISHARES TR
-$22.1K
779
-13%
增持
DUK
DUKE ENERGY CORP NEW
+$22.0K
3,767
+14%
减持
CAH
CARDINAL HEALTH INC
-$20.7K
6,934
-2%
清仓
—
GAN LTD
-$19.9K
0
-100%
增持
QUAL
ISHARES TR
+$19.4K
1,917
+0%
减持
PYPL
PAYPAL HLDGS INC
+$18.8K
4,416
-1%
