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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 93
减持 35
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
EFG
ISHARES TR
+$21.7M
227,795
清仓
FPXI
FIRST TR EXCHANGE TRADED FD
-$21.3M
0
-100%
增持
AAPL
APPLE INC
+$6.1M
190,783
+2%
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
AMZN
AMAZON COM INC
+$3.8M
107,048
+9%
增持
VUG
VANGUARD INDEX FDS
+$2.6M
61,756
+3%
增持
PG
PROCTER AND GAMBLE CO
+$2.4M
56,444
+37%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
14,379
+4%
增持
SPYG
SPDR SER TR
+$2.2M
300,741
+3%
增持
GOOGL
ALPHABET INC
+$2.1M
112,134
+2%
增持
AGOX
STARBOARD INVT TR
+$1.6M
733,891
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.5M
192,006
+7%
增持
VBR
VANGUARD INDEX FDS
+$1.4M
74,158
+9%
增持
SLYG
SPDR SER TR
+$1.4M
163,354
+8%
增持
DWM
WISDOMTREE TR
+$1.3M
443,606
+6%
增持
IWP
ISHARES TR
+$1.3M
130,483
+5%
增持
ESGE
ISHARES INC
+$1.3M
706,358
+6%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.3M
534,077
+6%
增持
VOE
VANGUARD INDEX FDS
+$1.2M
84,495
+8%
减持
FLOT
ISHARES TR
-$1.0M
68,097
-23%
增持
FBND
FIDELITY MERRIMACK STR TR
+$997.3K
365,875
+8%
减持
MSFT
MICROSOFT CORP
+$934.4K
20,265
-2%
增持
IVV
ISHARES TR
+$809.2K
2,534
+225%
增持
XLRE
SELECT SECTOR SPDR TR
+$749.9K
234,235
+8%
增持
FDVV
FIDELITY COVINGTON TRUST
+$673.4K
121,873
+11%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$665.0K
461,874
+7%
减持
QQQ
INVESCO QQQ TR
+$590.0K
12,620
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$570.1K
5,021
+24%
增持
JPM
JPMORGAN CHASE & CO
+$495.9K
23,901
+5%
增持
CMDY
ISHARES U S ETF TR
+$472.2K
285,228
+8%
增持
GOOG
ALPHABET INC
+$428.1K
21,059
+3%
建仓
GE
GENERAL ELECTRIC CO
+$398.0K
3,623
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$384.3K
111,196
+6%
增持
CINF
CINCINNATI FINL CORP
+$383.8K
11,157
+77%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$376.1K
100,764
+7%
建仓
WPC
WP CAREY INC
+$331.9K
4,836
增持
KR
KROGER CO
+$322.0K
23,864
+47%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$286.4K
0
-100%
减持
META
META PLATFORMS INC
+$284.9K
4,169
-3%
建仓
VOO
VANGUARD INDEX FDS
+$276.1K
675
清仓
TIP
ISHARES TR
-$264.8K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$258.6K
0
-100%
清仓
HDV
ISHARES TR
-$253.9K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$251.9K
1,360
+72%
增持
WM
WASTE MGMT INC DEL
+$248.6K
18,067
+2%
清仓
ILCG
ISHARES TR
-$241.8K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$238.9K
935
增持
SYK
STRYKER CORPORATION
+$237.5K
1,468
+99%
减持
KEY
KEYCORP
-$236.5K
58,253
-6%
建仓
SCHW
SCHWAB CHARLES CORP
+$232.5K
4,102
清仓
VDC
VANGUARD WORLD FDS
-$232.1K
0
-100%
清仓
RNST
RENASANT CORP
-$226.6K
0
-100%
增持
WMT
WALMART INC
+$225.1K
16,942
+3%
增持
AMGN
AMGEN INC
+$223.6K
2,229
+99%
增持
MCD
MCDONALDS CORP
+$217.9K
2,163
+41%
减持
TSLA
TESLA INC
+$214.0K
4,551
-3%
建仓
LLY
LILLY ELI & CO
+$212.4K
453
清仓
USB
US BANCORP DEL
-$209.8K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$209.8K
26,347
+8%
增持
ICSH
ISHARES TR
+$207.7K
17,119
+32%
建仓
DAUG
FIRST TR EXCHNG TRADED FD VI
+$206.9K
6,080
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$202.6K
0
-100%
建仓
BIV
VANGUARD BD INDEX FDS
+$201.5K
2,679
清仓
TGT
TARGET CORP
-$200.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$197.5K
11,055
+5%
增持
VTI
VANGUARD INDEX FDS
+$191.0K
5,993
+8%
增持
CRM
SALESFORCE INC
+$190.9K
4,869
+16%
增持
ORCL
ORACLE CORP
+$185.5K
4,983
+14%
增持
ANGL
VANECK ETF TRUST
+$182.0K
249,054
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$180.5K
6,500
-1%
减持
AVGO
BROADCOM INC
+$159.7K
788
-3%
减持
AMAT
APPLIED MATLS INC
+$158.1K
7,295
-0%
增持
PEP
PEPSICO INC
+$147.7K
13,944
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$144.2K
20,800
+11%
增持
MAR
MARRIOTT INTL INC NEW
+$141.9K
2,022
+46%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$134.3K
15,746
+24%
建仓
NAC
NUVEEN CA QUALTY MUN INCOME
+$128.7K
11,750
增持
NFLX
NETFLIX INC
+$128.5K
887
+17%
减持
CAH
CARDINAL HEALTH INC
+$127.2K
6,881
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$126.5K
5,459
+45%
减持
CVS
CVS HEALTH CORP
-$125.8K
17,140
-3%
减持
DG
DOLLAR GEN CORP NEW
-$125.4K
2,943
-1%
增持
QCOM
QUALCOMM INC
+$123.2K
2,854
+68%
减持
EW
EDWARDS LIFESCIENCES CORP
+$121.8K
12,453
-2%
减持
FSK
FS KKR CAP CORP
-$114.7K
16,465
-28%
增持
AMD
ADVANCED MICRO DEVICES INC
+$114.6K
5,414
+6%
增持
XOP
SPDR SER TR
+$114.6K
4,630
+23%
减持
LUV
SOUTHWEST AIRLS CO
-$104.4K
7,087
-36%
建仓
USA
LIBERTY ALL STAR EQUITY FD
+$97.0K
15,000
减持
VB
VANGUARD INDEX FDS
+$96.8K
11,869
-1%
增持
ENVX
ENOVIX CORPORATION
+$94.5K
29,034
+1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$94.1K
5,233
+4%
减持
SHOP
SHOPIFY INC
+$90.9K
5,585
-1%
减持
—
EXXON MOBIL CORP
-$89.9K
8,468
-7%
增持
DIS
DISNEY WALT CO
-$86.4K
9,208
+1%
增持
IJK
ISHARES TR
+$84.8K
8,576
+10%
增持
F
FORD MTR CO DEL
+$79.0K
26,211
+4%
增持
IGSB
ISHARES TR
+$78.9K
14,847
+13%
增持
BTI
BRITISH AMERN TOB PLC
+$76.8K
37,493
+15%
增持
SPSB
SPDR SER TR
+$76.7K
9,925
+36%
增持
BAC
BANK AMERICA CORP
+$76.1K
47,124
+6%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$75.3K
701
+1%
增持
IJH
ISHARES TR
+$73.0K
4,750
+2%
减持
CWB
SPDR SER TR
-$72.9K
35,614
-7%
减持
PRU
PRUDENTIAL FINL INC
+$72.3K
14,680
-1%
增持
FDX
FEDEX CORP
+$69.9K
2,319
+5%
减持
UPS
UNITED PARCEL SERVICE INC
-$68.1K
3,079
-4%
增持
UDEC
INNOVATOR ETFS TR
+$67.9K
26,355
+3%
增持
T
AT&T INC
-$65.7K
36,938
+9%
增持
IJR
ISHARES TR
+$63.0K
4,084
+15%
减持
SHEL
SHELL PLC
+$62.7K
32,756
-2%
减持
IVOO
VANGUARD ADMIRAL FDS INC
+$60.4K
17,566
-1%
增持
COST
COSTCO WHSL CORP NEW
+$57.7K
889
+5%
减持
MRK
MERCK & CO INC
+$50.8K
6,024
-1%
增持
IUSG
ISHARES TR
+$49.7K
5,235
+1%
增持
INTC
INTEL CORP
+$46.2K
14,236
+8%
减持
BA
BOEING CO
-$46.1K
5,717
-3%
增持
STIP
ISHARES TR
+$45.8K
3,041
+20%
增持
KO
COCA COLA CO
+$45.7K
21,529
+7%
减持
GILD
GILEAD SCIENCES INC
-$45.0K
3,225
-9%
减持
ELV
ELEVANCE HEALTH INC
-$41.3K
500
-13%
增持
ABT
ABBOTT LABS
+$36.5K
3,363
+3%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$35.4K
6,088
-10%
增持
CVX
CHEVRON CORP NEW
+$35.2K
4,282
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$34.0K
50,581
+6%
增持
FLRN
SPDR SER TR
+$32.8K
12,667
+8%
增持
XLF
SELECT SECTOR SPDR TR
+$32.8K
18,523
+1%
减持
EEM
ISHARES TR
-$32.0K
23,907
-4%
减持
AIA
ISHARES TR
-$31.5K
7,247
-3%
增持
XLE
SELECT SECTOR SPDR TR
+$31.5K
3,584
+14%
增持
SMH
VANECK ETF TRUST
+$30.1K
1,563
+98%
减持
V
VISA INC
-$28.1K
5,691
-7%
增持
IWM
ISHARES TR
+$26.5K
2,642
+1%
增持
PFE
PFIZER INC
+$26.2K
12,950
+18%
增持
—
MEDTRONIC PLC
+$25.9K
2,812
+2%
增持
—
MARQETA INC
+$25.3K
38,863
+8%
增持
CM
CANADIAN IMPERIAL BK COMM TO
+$24.9K
26,358
+2%
减持
CMCSA
COMCAST CORP NEW
+$24.7K
7,267
-1%
增持
VHT
VANGUARD WORLD FDS
+$23.7K
1,766
+3%
增持
FPE
FIRST TR EXCH TRADED FD III
+$23.1K
11,489
+14%
增持
VO
VANGUARD INDEX FDS
+$23.0K
1,922
+1%
增持
QUAL
ISHARES TR
+$22.9K
1,933
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$22.7K
17,642
-3%
增持
DON
WISDOMTREE TR
+$22.4K
17,916
+0%
增持
ENB
ENBRIDGE INC
+$21.0K
7,293
+11%
增持
ABBV
ABBVIE INC
-$20.6K
2,143
+10%
减持
MA
MASTERCARD INCORPORATED
-$18.9K
632
-14%
增持
RPG
INVESCO EXCHANGE TRADED FD T
+$17.6K
2,686
+4%
增持
PYPL
PAYPAL HLDGS INC
-$17.2K
4,767
+8%
减持
MO
ALTRIA GROUP INC
+$16.4K
27,619
-0%
增持
IUSV
ISHARES TR
+$16.1K
3,139
+1%
