小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 18
增持 87
减持 39
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
IEMG
ISHARES INC
+$22.1M
463,411
减持
ESGE
ISHARES INC
-$21.9M
14,771
-98%
增持
AAPL
APPLE INC
-$3.4M
196,454
+3%
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
VUG
VANGUARD INDEX FDS
-$2.1M
56,526
-8%
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
69,033
+22%
减持
FLOT
ISHARES TR
-$1.3M
43,423
-36%
减持
SPYG
SPDR SER TR
-$1.2M
288,707
-4%
减持
GOOGL
ALPHABET INC
+$1.2M
111,855
-0%
增持
CMDY
ISHARES U S ETF TR
+$1.0M
293,902
+3%
增持
BTI
BRITISH AMERN TOB PLC
+$918.6K
67,373
+80%
增持
KR
KROGER CO
+$914.3K
45,496
+91%
减持
AGOX
STARBOARD INVT TR
-$908.9K
718,332
-2%
建仓
NOBL
PROSHARES TR
+$820.4K
9,265
增持
DWM
WISDOMTREE TR
+$539.9K
470,186
+6%
增持
IWP
ISHARES TR
-$539.7K
131,858
+1%
增持
VTI
VANGUARD INDEX FDS
+$488.4K
8,514
+42%
增持
GOOG
ALPHABET INC
+$461.7K
22,823
+8%
增持
VCLT
VANGUARD SCOTTSDALE FDS
-$459.6K
104,012
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$376.7K
200,763
+5%
增持
WM
WASTE MGMT INC DEL
-$363.0K
18,173
+1%
增持
XLRE
SELECT SECTOR SPDR TR
-$355.6K
248,686
+6%
增持
EW
EDWARDS LIFESCIENCES CORP
-$309.7K
12,485
+0%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$299.1K
3,976
建仓
IWB
ISHARES TR
+$295.7K
1,254
增持
IVV
ISHARES TR
+$280.5K
3,268
+29%
建仓
AOM
ISHARES TR
+$277.4K
7,127
建仓
IVE
ISHARES TR
+$272.5K
1,762
建仓
USMV
ISHARES TR
+$270.4K
3,717
增持
EFG
ISHARES TR
+$267.7K
254,943
+12%
建仓
USB
US BANCORP DEL
+$265.1K
7,905
清仓
SYY
SYSCO CORP
-$262.9K
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO
-$257.9K
0
-100%
建仓
IXUS
ISHARES TR
+$246.0K
4,101
建仓
AGG
ISHARES TR
+$245.7K
2,612
建仓
EFV
ISHARES TR
+$244.9K
5,006
减持
QQQ
INVESCO QQQ TR
-$243.1K
12,334
-2%
建仓
TFC
TRUIST FINL CORP
+$236.8K
8,276
增持
AMZN
AMAZON COM INC
-$234.2K
107,934
+1%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$231.2K
456
建仓
SBUX
STARBUCKS CORP
+$220.7K
2,418
建仓
VDC
VANGUARD WORLD FDS
+$216.1K
1,176
增持
FITB
FIFTH THIRD BANCORP
+$213.6K
20,898
+72%
增持
SPY
SPDR S&P 500 ETF TR
+$204.2K
5,683
+13%
建仓
PGR
PROGRESSIVE CORP
+$203.4K
1,460
建仓
RRC
RANGE RES CORP
+$203.1K
6,267
清仓
BIV
VANGUARD BD INDEX FDS
-$201.5K
0
-100%
建仓
CSCO
CISCO SYS INC
+$201.2K
3,743
增持
CVX
CHEVRON CORP NEW
+$200.7K
5,186
+21%
增持
QCOM
QUALCOMM INC
+$198.7K
4,848
+70%
减持
DG
DOLLAR GEN CORP NEW
-$191.8K
2,909
-1%
减持
ENVX
ENOVIX CORPORATION
-$182.8K
27,169
-6%
增持
MU
MICRON TECHNOLOGY INC
+$182.2K
15,085
+13%
增持
—
EXXON MOBIL CORP
+$179.5K
9,250
+9%
增持
COST
COSTCO WHSL CORP NEW
+$166.9K
1,143
+29%
增持
JPM
JPMORGAN CHASE & CO
+$164.7K
25,106
+5%
减持
CWB
SPDR SER TR
-$164.4K
34,319
-4%
增持
WPC
WP CAREY INC
+$162.2K
8,958
+85%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$160.3K
26,007
-12%
增持
VZ
VERIZON COMMUNICATIONS INC
-$147.4K
53,492
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$142.8K
6,735
+4%
增持
PRU
PRUDENTIAL FINL INC
+$142.0K
15,144
+3%
增持
FDX
FEDEX CORP
+$139.5K
2,695
+16%
增持
RPG
INVESCO EXCHANGE TRADED FD T
-$135.4K
9,101
+239%
清仓
NAC
NUVEEN CA QUALTY MUN INCOME
-$128.7K
0
-100%
增持
AMGN
AMGEN INC
+$123.3K
2,300
+3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$123.0K
19,305
-7%
减持
SHEL
SHELL PLC
+$120.4K
32,591
-1%
增持
PM
PHILIP MORRIS INTL INC
-$120.2K
26,473
+0%
增持
KEY
KEYCORP
+$119.2K
61,099
+5%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$118.6K
17,006
-3%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$117.6K
14,901
-16%
增持
VOE
VANGUARD INDEX FDS
-$116.3K
88,394
+5%
增持
SQ
BLOCK INC
-$115.6K
8,199
+14%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$114.5K
471,884
+2%
增持
VB
VANGUARD INDEX FDS
-$112.6K
11,890
+0%
增持
FBND
FIDELITY MERRIMACK STR TR
-$111.5K
379,170
+4%
减持
PYPL
PAYPAL HLDGS INC
-$110.8K
3,546
-26%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$108.8K
24,315
-8%
增持
HD
HOME DEPOT INC
+$107.4K
2,286
+22%
增持
CM
CANADIAN IMPERIAL BK COMM TO
-$103.7K
26,458
+0%
增持
BA
BOEING CO
-$93.9K
5,808
+2%
增持
BAC
BANK AMERICA CORP
+$93.0K
52,775
+12%
增持
DUK
DUKE ENERGY CORP NEW
+$91.7K
6,589
+21%
增持
V
VISA INC
+$89.0K
6,262
+10%
减持
AMAT
APPLIED MATLS INC
-$86.9K
6,988
-4%
增持
FDVV
FIDELITY COVINGTON TRUST
+$85.8K
127,727
+5%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$85.4K
768
+38%
减持
XOP
SPDR SER TR
+$83.6K
4,598
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$80.6K
5,704
+39%
增持
META
META PLATFORMS INC
+$78.9K
4,248
+2%
增持
WMT
WALMART INC
+$78.3K
17,140
+1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$78.1K
574,732
+8%
减持
NVDA
NVIDIA CORPORATION
-$77.4K
13,806
-4%
增持
BX
BLACKSTONE INC
+$75.2K
5,296
+0%
增持
MSFT
MICROSOFT CORP
-$74.2K
21,621
+7%
增持
ELV
ELEVANCE HEALTH INC
+$72.2K
676
+35%
增持
VOO
VANGUARD INDEX FDS
+$72.1K
883
+31%
减持
VHT
VANGUARD WORLD FDS
-$71.9K
1,534
-13%
增持
KO
COCA COLA CO
-$71.1K
21,887
+2%
减持
T
AT&T INC
-$70.2K
34,552
-6%
增持
DIS
DISNEY WALT CO
+$68.3K
10,986
+19%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$67.3K
5,264
+1%
增持
CINF
CINCINNATI FINL CORP
+$65.9K
11,258
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$65.2K
5,364
-1%
清仓
NOK
NOKIA CORP
-$63.8K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$63.6K
8,245
+13%
增持
VBR
VANGUARD INDEX FDS
+$63.5K
77,305
+4%
增持
QUAL
ISHARES TR
+$62.8K
2,445
+26%
增持
LMT
LOCKHEED MARTIN CORP
-$62.5K
1,379
+1%
增持
LLY
ELI LILLY & CO
+$61.9K
511
+13%
减持
CAH
CARDINAL HEALTH INC
-$60.2K
6,841
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$57.9K
3,859
+8%
减持
AIA
ISHARES TR
-$57.7K
6,747
-7%
减持
GE
GENERAL ELECTRIC CO
-$57.6K
3,077
-15%
增持
F
FORD MTR CO DEL
-$57.0K
27,339
+4%
增持
PFE
PFIZER INC
+$56.8K
16,032
+24%
增持
FSK
FS KKR CAP CORP
+$55.7K
18,785
+14%
增持
ABBV
ABBVIE INC
+$54.4K
2,302
+7%
减持
TSLA
TESLA INC
-$53.1K
4,549
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$52.9K
837
+9%
清仓
EDD
MORGAN STANLEY EMERGING MKTS
-$52.4K
0
-100%
增持
MAR
MARRIOTT INTL INC NEW
+$47.8K
2,133
+5%
增持
ANGL
VANECK ETF TRUST
-$44.9K
253,931
+2%
增持
ICSH
ISHARES TR
+$44.6K
17,977
+5%
减持
ABT
ABBOTT LABS
-$43.3K
3,339
-1%
增持
PEP
PEPSICO INC
-$40.2K
15,005
+8%
增持
ENB
ENBRIDGE INC
+$39.7K
9,276
+27%
增持
CPRT
COPART INC
-$39.3K
9,706
+94%
增持
GS
GOLDMAN SACHS GROUP INC
+$37.8K
976
+13%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$37.3K
1,666
+1%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$36.8K
45,188
-4%
减持
FOCT
FIRST TR EXCHNG TRADED FD VI
-$36.0K
10,218
-6%
增持
UPS
UNITED PARCEL SERVICE INC
+$35.5K
3,768
+22%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$34.5K
5,377
-12%
减持
SMH
VANECK ETF TRUST
-$33.5K
1,409
-10%
增持
RTX
RTX CORPORATION
-$33.0K
4,120
+22%
增持
JNJ
JOHNSON & JOHNSON
-$33.0K
11,537
+4%
增持
MO
ALTRIA GROUP INC
-$32.5K
28,952
+5%
减持
PANW
PALO ALTO NETWORKS INC
-$31.2K
886
-5%
增持
MRVL
MARVELL TECHNOLOGY INC
-$29.4K
5,237
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$29.2K
13,264
-16%
减持
WDC
WESTERN DIGITAL CORP.
-$29.0K
5,590
-25%
增持
ITA
ISHARES TR
-$28.8K
2,839
+0%
增持
MCD
MCDONALDS CORP
-$28.5K
2,342
+8%
减持
SPG
SIMON PPTY GROUP INC NEW
-$27.9K
2,772
-2%
增持
NFLX
NETFLIX INC
-$27.1K
963
+9%
减持
VFH
VANGUARD WORLD FDS
-$26.9K
3,798
-7%
减持
IWM
ISHARES TR
-$26.7K
2,636
-0%
减持
GILD
GILEAD SCIENCES INC
-$24.8K
2,986
-7%
增持
SLYG
SPDR SER TR
-$24.2K
171,250
+5%
