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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 38
增持 58
减持 38
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$6.5M
208,718
+6%
增持
EFG
ISHARES TR
+$3.5M
263,053
+3%
增持
IEMG
ISHARES INC
+$3.4M
502,254
+8%
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
FBND
FIDELITY MERRIMACK STR TR
+$3.1M
425,190
+12%
增持
SPYG
SPDR SER TR
+$3.0M
309,831
+7%
增持
DWM
WISDOMTREE TR
+$2.7M
484,851
+3%
增持
VUG
VANGUARD INDEX FDS
+$2.7M
58,217
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.5M
208,292
+4%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
17,179
+24%
减持
AMZN
AMAZON COM INC
+$2.5M
106,527
-1%
增持
SLYG
SPDR SER TR
+$2.3M
177,035
+3%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$2.3M
585,442
+2%
增持
IWP
ISHARES TR
+$2.1M
135,623
+3%
增持
XLRE
SELECT SECTOR SPDR TR
+$2.1M
263,031
+6%
增持
VBR
VANGUARD INDEX FDS
+$2.1M
79,934
+3%
增持
VOE
VANGUARD INDEX FDS
+$1.9M
92,713
+5%
减持
PG
PROCTER AND GAMBLE CO
-$1.7M
57,185
-17%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
9,526
+438%
建仓
SPYV
SPDR SER TR
+$1.3M
28,151
增持
IGSB
ISHARES TR
+$1.3M
38,851
+168%
建仓
IEFA
ISHARES TR
+$1.2M
17,514
减持
MSFT
MICROSOFT CORP
+$1.2M
21,278
-2%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$1.2M
107,532
+3%
增持
AGG
ISHARES TR
+$1.2M
14,129
+441%
减持
AGOX
STARBOARD INVT TR
+$1.2M
714,532
-1%
增持
STIP
ISHARES TR
+$1.1M
14,501
+382%
清仓
—
Berkshire Hat A 100th
-$1.1M
0
-100%
建仓
VFMO
VANGUARD WELLINGTON FD
+$964.6K
7,347
减持
KR
KROGER CO
-$948.2K
23,796
-48%
增持
FDVV
FIDELITY COVINGTON TRUST
+$809.1K
135,716
+6%
建仓
GHI
GREYSTONE HOUSING IMPACT INV
+$701.4K
40,708
建仓
AVUV
AMERICAN CENTY ETF TR
+$680.6K
7,579
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$677.9K
483,265
+2%
减持
GOOGL
ALPHABET INC
+$672.7K
109,600
-2%
建仓
PSCH
INVESCO EXCH TRADED FD TR II
+$670.8K
23,462
增持
COST
COSTCO WHSL CORP NEW
+$644.8K
1,912
+67%
清仓
IDHQ
INVESCO EXCH TRADED FD TR II
-$611.3K
0
-100%
建仓
SPSM
SPDR SER TR
+$581.7K
13,791
建仓
SPMD
SPDR SER TR
+$580.3K
11,910
建仓
DFAI
DIMENSIONAL ETF TRUST
+$540.7K
18,878
增持
WM
WASTE MGMT INC DEL
+$524.7K
18,397
+1%
减持
JPM
JPMORGAN CHASE & CO
+$520.7K
24,465
-3%
增持
AVGO
BROADCOM INC
+$519.4K
1,062
+32%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$503.3K
17,829
建仓
IAGG
ISHARES TR
+$501.7K
10,075
增持
ANGL
VANECK ETF TRUST
+$496.5K
256,006
+1%
增持
QCOM
QUALCOMM INC
+$496.0K
7,152
+48%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$474.1K
116,616
+2%
建仓
—
SPLUNK INC
+$441.4K
2,897
增持
VZ
VERIZON COMMUNICATIONS INC
+$435.2K
57,530
+8%
建仓
TIP
ISHARES TR
+$400.1K
3,722
增持
BAC
BANK AMERICA CORP
+$360.6K
53,626
+2%
减持
VTI
VANGUARD INDEX FDS
-$359.9K
6,107
-28%
减持
NOBL
PROSHARES TR
-$357.6K
4,860
-48%
减持
BA
BOEING CO
+$343.6K
5,589
-4%
增持
IVV
ISHARES TR
+$337.7K
3,659
+12%
建仓
USHY
ISHARES TR
+$332.1K
9,135
建仓
IGLB
ISHARES TR
+$322.9K
6,128
建仓
HON
HONEYWELL INTL INC
+$321.7K
1,534
增持
MO
ALTRIA GROUP INC
+$321.0K
37,867
+31%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$318.2K
10,664
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$316.1K
11,170
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$310.4K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$308.7K
3,494
建仓
CAT
CATERPILLAR INC
+$306.2K
1,036
增持
TFC
TRUIST FINL CORP
+$305.6K
14,691
+78%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$299.1K
0
-100%
清仓
IWB
ISHARES TR
-$295.7K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$294.3K
0
-100%
清仓
AOM
ISHARES TR
-$277.4K
0
-100%
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$274.4K
0
-100%
减持
CRM
SALESFORCE INC
+$273.9K
4,871
-2%
清仓
IVE
ISHARES TR
-$272.5K
0
-100%
清仓
USMV
ISHARES TR
-$270.4K
0
-100%
建仓
CTAS
CINTAS CORP
+$268.2K
445
建仓
SNOV
FIRST TR EXCHNG TRADED FD VI
+$264.3K
12,493
增持
SHOP
SHOPIFY INC
+$263.9K
7,916
+22%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$255.1K
9,916
减持
—
EXXON MOBIL CORP
-$252.7K
8,351
-10%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$251.5K
10,538
减持
CM
CANADIAN IMPERIAL BK COMM TO
+$250.2K
26,398
-0%
建仓
SNOW
SNOWFLAKE INC
+$249.1K
1,252
清仓
IXUS
ISHARES TR
-$246.0K
0
-100%
清仓
EFV
ISHARES TR
-$244.9K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$243.7K
1,490
增持
AMD
ADVANCED MICRO DEVICES INC
+$243.5K
5,393
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$242.8K
2,043
+23%
减持
SQ
BLOCK INC
+$239.9K
7,793
-5%
建仓
JHML
JOHN HANCOCK EXCHANGE TRADED
+$238.9K
4,062
建仓
AVDV
AMERICAN CENTY ETF TR
+$238.4K
3,814
减持
VB
VANGUARD INDEX FDS
+$237.9K
11,653
-2%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$237.1K
1,351
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$231.2K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
+$230.6K
14,708
-2%
建仓
—
ACCENTURE PLC IRELAND
+$230.5K
657
建仓
WFC
WELLS FARGO CO NEW
+$230.1K
4,675
增持
SCHP
SCHWAB STRATEGIC TR
+$228.6K
10,708
+64%
减持
FLOT
ISHARES TR
-$228.3K
39,143
-10%
建仓
XLK
SELECT SECTOR SPDR TR
+$220.8K
1,147
清仓
VDC
VANGUARD WORLD FDS
-$216.1K
0
-100%
建仓
IWL
ISHARES TR
+$213.7K
1,857
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$212.2K
0
-100%
建仓
KLAC
KLA CORP
+$208.1K
358
建仓
MMM
3M CO
+$205.3K
1,878
建仓
LNG
CHENIERE ENERGY INC
+$205.2K
1,202
建仓
BIV
VANGUARD BD INDEX FDS
+$204.6K
2,679
增持
SBUX
STARBUCKS CORP
+$200.6K
4,389
+82%
减持
QQQ
INVESCO QQQ TR
+$200.2K
11,289
-8%
减持
BTI
BRITISH AMERN TOB PLC
-$193.9K
65,670
-3%
增持
HD
HOME DEPOT INC
+$192.6K
2,549
+12%
减持
FDX
FEDEX CORP
-$189.4K
2,077
-23%
减持
V
VISA INC
+$188.7K
6,257
-0%
减持
META
META PLATFORMS INC
+$183.7K
4,122
-3%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$178.7K
17,244
+1%
增持
CMDY
ISHARES U S ETF TR
+$178.4K
325,527
+11%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$176.2K
0
-100%
减持
MAR
MARRIOTT INTL INC NEW
-$167.9K
1,114
-48%
减持
XOP
SPDR SER TR
-$163.5K
3,773
-18%
增持
PANW
PALO ALTO NETWORKS INC
+$156.5K
1,235
+39%
增持
LLY
ELI LILLY & CO
+$153.5K
734
+44%
减持
WPC
WP CAREY INC
-$146.2K
5,297
-41%
减持
ICSH
ISHARES TR
-$145.3K
15,099
-16%
增持
BX
BLACKSTONE INC
+$139.2K
5,398
+2%
减持
CVS
CVS HEALTH CORP
+$138.3K
16,783
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$137.5K
1,547
+12%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$134.9K
5,693
+8%
增持
XLF
SELECT SECTOR SPDR TR
+$132.4K
20,134
+7%
增持
ABBV
ABBVIE INC
+$131.0K
3,060
+33%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$129.8K
6,251
-7%
减持
FITB
FIFTH THIRD BANCORP
+$125.2K
18,998
-9%
增持
SMH
VANECK ETF TRUST
+$121.9K
1,866
+32%
减持
EEM
ISHARES TR
-$120.1K
19,939
-18%
增持
MCD
MCDONALDS CORP
+$118.2K
2,479
+6%
建仓
WBD
WARNER BROS DISCOVERY INC
+$114.9K
10,100
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$114.8K
17,267
-11%
增持
KO
COCA COLA CO
+$110.1K
22,831
+4%
减持
PRU
PRUDENTIAL FINL INC
+$101.8K
14,838
-2%
增持
VGT
VANGUARD WORLD FDS
+$100.4K
739
+19%
增持
SCHW
SCHWAB CHARLES CORP
+$98.1K
5,978
+5%
增持
CVX
CHEVRON CORP NEW
-$90.8K
5,254
+1%
减持
DIS
DISNEY WALT CO
+$89.8K
10,821
-2%
减持
IJH
ISHARES TR
+$89.0K
4,810
-3%
增持
SYK
STRYKER CORPORATION
+$88.1K
1,633
+11%
增持
QUAL
ISHARES TR
+$86.3K
2,783
+14%
减持
CMCSA
COMCAST CORP NEW
-$85.1K
6,396
-22%
增持
VHT
VANGUARD WORLD FDS
+$85.0K
1,783
+16%
减持
INTC
INTEL CORP
+$84.4K
11,203
-17%
减持
EW
EDWARDS LIFESCIENCES CORP
+$83.2K
12,435
-0%
减持
SPG
SIMON PPTY GROUP INC NEW
+$78.3K
2,648
-4%
增持
T
AT&T INC
+$77.9K
35,571
+3%
