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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 69
减持 58
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPYV
SPDR SER TR
+$11.2M
1,540,924
+7%
增持
SPYG
SPDR SER TR
+$11.0M
794,117
+16%
增持
IAGG
ISHARES TR
+$7.0M
343,048
+60%
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
+$6.5M
1,382,073
+7%
增持
IEMG
ISHARES INC
+$5.7M
713,563
+8%
增持
AGG
ISHARES TR
+$5.4M
213,034
+28%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$4.5M
3,127
-95%
增持
EFV
ISHARES TR
+$4.4M
557,695
+7%
增持
EFG
ISHARES TR
+$3.6M
300,292
+7%
增持
IEFA
ISHARES TR
+$3.2M
181,874
+21%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.5M
434,592
+4%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$2.5M
182,927
+6%
增持
IVOV
VANGUARD ADMIRAL FDS INC
+$2.3M
177,407
+6%
增持
VIOG
VANGUARD ADMIRAL FDS INC
+$2.2M
141,563
+6%
增持
AGOX
STARBOARD INVT TR
+$1.9M
788,305
+5%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$1.8M
145,275
+7%
增持
GOOGL
ALPHABET INC
-$1.7M
111,324
+1%
增持
SPSM
SPDR SER TR
+$1.7M
162,373
+18%
增持
SPMD
SPDR SER TR
+$1.6M
134,164
+21%
增持
ANGL
VANECK ETF TRUST
+$1.3M
296,415
+13%
减持
AMZN
AMAZON COM INC
-$1.3M
100,361
-3%
增持
NKE
NIKE INC
+$1.1M
17,283
+185%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$896.8K
103,706
+5%
减持
AAPL
APPLE INC
+$887.9K
194,974
-8%
增持
VYM
VANGUARD WHITEHALL FDS
+$826.0K
71,819
+2%
增持
MO
ALTRIA GROUP INC
+$787.0K
98,738
+6%
增持
TFC
TRUIST FINL CORP
+$742.5K
45,957
+46%
增持
USHY
ISHARES TR
+$703.8K
63,988
+36%
增持
VTI
VANGUARD INDEX FDS
+$696.4K
8,098
+36%
增持
JNJ
JOHNSON & JOHNSON
+$660.1K
13,438
+29%
减持
JPM
JPMORGAN CHASE & CO.
-$653.7K
20,468
-17%
减持
MSFT
MICROSOFT CORP
-$651.0K
22,516
-3%
增持
TSLA
TESLA INC
+$598.7K
8,411
+4%
减持
NVDA
NVIDIA CORPORATION
-$593.4K
160,371
-1%
增持
PG
PROCTER AND GAMBLE CO
+$526.6K
59,836
+0%
减持
PRU
PRUDENTIAL FINL INC
-$526.4K
2,397
-66%
清仓
CAH
CARDINAL HEALTH INC
-$522.3K
0
-100%
增持
CINF
CINCINNATI FINL CORP
+$507.1K
13,208
+21%
减持
QCOM
QUALCOMM INC
-$494.3K
9,702
-10%
减持
PM
PHILIP MORRIS INTL INC
+$488.3K
26,021
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$435.0K
6,123
+8%
减持
SHEL
SHELL PLC
-$424.6K
31,451
-9%
增持
META
META PLATFORMS INC
+$420.5K
4,624
+5%
减持
GOOG
ALPHABET INC
-$382.0K
21,842
-1%
增持
PEP
PEPSICO INC
+$375.0K
17,977
+11%
增持
MU
MICRON TECHNOLOGY INC
-$371.0K
13,773
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$370.7K
22,722
+21%
减持
WMT
WALMART INC
+$356.6K
48,475
-8%
减持
DIS
DISNEY WALT CO
-$350.3K
5,779
-37%
减持
WM
WASTE MGMT INC DEL
-$343.2K
16,727
-6%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$336.4K
24,588
-31%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$320.2K
8,863
清仓
DG
DOLLAR GEN CORP NEW
-$316.8K
0
-100%
清仓
INTC
INTEL CORP
-$302.0K
0
-100%
清仓
F
FORD MTR CO DEL
-$286.4K
0
-100%
清仓
STIP
ISHARES TR
-$283.7K
0
-100%
建仓
IXUS
ISHARES TR
+$270.7K
3,728
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$266.8K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$266.6K
12,083
+1%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$253.6K
9,625
建仓
BABA
ALIBABA GROUP HLDG LTD
+$233.7K
2,202
建仓
IVW
ISHARES TR
+$232.0K
2,423
增持
HD
HOME DEPOT INC
+$228.8K
2,911
+5%
建仓
ULTA
ULTA BEAUTY INC
+$226.5K
582
建仓
NOW
SERVICENOW INC
+$222.7K
249
建仓
USTB
VICTORY PORTFOLIOS II
+$220.5K
4,340
减持
VZ
VERIZON COMMUNICATIONS INC
-$220.3K
45,297
-17%
建仓
—
ACCENTURE PLC IRELAND
+$218.8K
619
增持
KO
COCA COLA CO
+$217.6K
22,782
+2%
减持
ENVX
ENOVIX CORPORATION
-$214.0K
24,327
-15%
减持
AMAT
APPLIED MATLS INC
-$212.1K
6,131
-0%
清仓
KLAC
KLA CORP
-$210.3K
0
-100%
建仓
IHI
ISHARES TR
+$205.6K
3,472
建仓
PYPL
PAYPAL HLDGS INC
+$205.5K
2,634
减持
CM
CANADIAN IMPERIAL BK COMM
-$205.3K
14,866
-36%
建仓
DBEM
DBX ETF TR
+$204.0K
7,749
建仓
O
REALTY INCOME CORP
+$203.0K
3,201
增持
IVV
ISHARES TR
+$201.5K
3,407
+6%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$200.7K
2,500
减持
BA
BOEING CO
-$196.4K
3,899
-10%
减持
MRK
MERCK & CO INC
-$191.0K
6,646
-13%
减持
T
AT&T INC
-$189.2K
13,387
-47%
增持
COST
COSTCO WHSL CORP NEW
+$188.2K
1,797
+9%
增持
ORCL
ORACLE CORP
+$184.3K
5,945
+1%
减持
SQ
BLOCK INC
-$181.8K
3,128
-49%
减持
KR
KROGER CO
+$173.9K
24,721
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$173.9K
4,684
+38%
增持
BX
BLACKSTONE INC
+$172.2K
5,865
+0%
减持
FDX
FEDEX CORP
-$168.9K
2,704
-11%
减持
FLOT
ISHARES TR
-$167.4K
35,123
-8%
减持
CVS
CVS HEALTH CORP
-$165.5K
8,829
-28%
增持
SRE
SEMPRA
+$151.4K
6,385
+27%
减持
LMT
LOCKHEED MARTIN CORP
+$146.7K
1,407
-3%
建仓
—
PAYCOR HCM INC
+$143.5K
10,112
增持
QQQ
INVESCO QQQ TR
+$143.3K
12,013
+1%
减持
VUG
VANGUARD INDEX FDS
-$143.0K
1,753
-20%
减持
DWM
WISDOMTREE TR
-$137.3K
16,904
-18%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$132.6K
17,628
+1%
建仓
PATH
UIPATH INC
+$132.1K
10,321
增持
QUAL
ISHARES TR
+$125.6K
3,063
+23%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$119.9K
2,290
+15%
减持
LLY
ELI LILLY & CO
-$115.5K
588
-16%
增持
AVGO
BROADCOM INC
+$112.4K
9,510
+899%
增持
CRM
SALESFORCE INC
+$109.4K
4,196
+4%
增持
FDVV
FIDELITY COVINGTON TRUST
+$103.1K
23,954
+1%
增持
ABBV
ABBVIE INC
+$97.8K
3,682
+0%
减持
XOP
SPDR SER TR
-$96.8K
2,757
-13%
减持
CPRT
COPART INC
-$89.3K
7,630
-16%
增持
MA
MASTERCARD INCORPORATED
+$85.3K
799
+14%
增持
—
SUPER MICRO COMPUTER INC
+$85.1K
708
+177%
增持
SBUX
STARBUCKS CORP
+$84.9K
4,075
+2%
增持
—
UNILEVER PLC
+$84.9K
6,241
+7%
减持
RTX
RTX CORPORATION
+$83.1K
4,477
-2%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$82.8K
18,988
-31%
增持
SYK
STRYKER CORPORATION
+$82.6K
1,594
+10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$78.9K
5,806
-9%
减持
IWP
ISHARES TR
-$76.7K
7,797
-13%
增持
V
VISA INC
+$76.5K
5,691
+0%
减持
CWB
SPDR SER TR
-$73.8K
25,792
-9%
减持
VOE
VANGUARD INDEX FDS
-$71.7K
3,354
-20%
减持
BAC
BANK AMERICA CORP
-$70.1K
53,606
-3%
减持
SMH
VANECK ETF TRUST
-$64.8K
1,790
-7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$62.2K
425
+17%
增持
VGT
VANGUARD WORLD FD
+$62.0K
766
+14%
减持
ADBE
ADOBE INC
-$61.7K
662
-9%
减持
FITB
FIFTH THIRD BANCORP
+$58.0K
16,536
-7%
减持
PGR
PROGRESSIVE CORP
+$56.7K
1,304
-1%
增持
VOO
VANGUARD INDEX FDS
+$56.7K
895
+8%
减持
AMD
ADVANCED MICRO DEVICES INC
-$55.9K
5,694
-7%
减持
DUK
DUKE ENERGY CORP NEW
+$50.5K
4,885
-4%
减持
NOC
NORTHROP GRUMMAN CORP
+$50.4K
571
-1%
减持
DON
WISDOMTREE TR
+$48.9K
17,462
-3%
增持
SPG
SIMON PPTY GROUP INC NEW
+$47.1K
2,573
+1%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$46.0K
8,279
-14%
减持
VBR
VANGUARD INDEX FDS
-$44.2K
5,774
-12%
减持
MCD
MCDONALDS CORP
+$44.1K
1,003
-2%
增持
CSCO
CISCO SYS INC
+$42.1K
5,340
+5%
增持
VO
VANGUARD INDEX FDS
+$41.5K
1,959
+0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$41.0K
11,220
+1%
增持
USB
US BANCORP DEL
+$40.8K
5,274
+4%
增持
SO
SOUTHERN CO
+$40.0K
3,150
+0%
减持
GE
GE AEROSPACE
+$38.5K
2,218
-7%
增持
CTAS
CINTAS CORP
+$37.8K
1,677
+282%
减持
SLYG
SPDR SER TR
-$37.8K
15,430
-10%
增持
IJR
ISHARES TR
+$37.1K
3,599
+0%
减持
XMAR
FIRST TR EXCHNG TRADED FD VI
-$35.6K
24,325
-6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$35.4K
2,538
-1%
减持
AXP
AMERICAN EXPRESS CO
+$35.3K
948
-1%
减持
ABT
ABBOTT LABS
+$35.1K
3,791
-1%
减持
GS
GOLDMAN SACHS GROUP INC
+$33.5K
879
-1%
