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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 51
减持 71
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
IMTB
ISHARES TR
+$9.2M
216,250
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$8.4M
0
-100%
增持
SPYG
SPDR SER TR
+$5.2M
808,553
+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。
减持
AAPL
APPLE INC
+$2.9M
193,158
-1%
增持
IEMG
ISHARES INC
-$2.8M
730,584
+2%
减持
GOOGL
ALPHABET INC
+$2.5M
110,863
-0%
减持
AMZN
AMAZON COM INC
+$2.4M
95,992
-4%
增持
EFG
ISHARES TR
-$2.1M
311,871
+4%
增持
EFV
ISHARES TR
-$1.8M
577,379
+4%
减持
NVDA
NVIDIA CORPORATION
+$1.7M
157,416
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
23,303
+14%
增持
TSLA
TESLA INC
+$1.2M
8,426
+0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.2M
1,463,599
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$853.9K
22,467
-1%
增持
AGOX
STARBOARD INVT TR
-$788.8K
808,452
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$629.0K
77,092
+7%
增持
AVGO
BROADCOM INC
+$582.2K
9,588
+1%
减持
QCOM
QUALCOMM INC
-$574.1K
7,003
-28%
增持
SPMD
SPDR SER TR
+$524.5K
143,730
+7%
增持
VIOG
VANGUARD ADMIRAL FDS INC
-$521.6K
141,733
+0%
减持
GOOG
ALPHABET INC
+$478.7K
21,690
-1%
增持
MO
ALTRIA GROUP INC
+$437.5K
104,623
+6%
减持
WMT
WALMART INC
+$409.7K
47,749
-1%
建仓
—
SPOTIFY TECHNOLOGY S A
+$400.4K
895
增持
CVX
CHEVRON CORP NEW
+$371.7K
8,299
+47%
增持
UPS
UNITED PARCEL SERVICE INC
+$369.6K
7,995
+71%
增持
AGG
ISHARES TR
+$368.1K
226,441
+6%
减持
MSFT
MICROSOFT CORP
-$347.1K
22,162
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$332.2K
42,563
-6%
增持
SPSM
SPDR SER TR
+$320.6K
171,643
+6%
建仓
OKTA
OKTA INC
+$318.0K
4,035
减持
KEY
KEYCORP
-$295.1K
12,877
-58%
清仓
—
SUPER MICRO COMPUTER INC
-$294.8K
0
-100%
减持
BA
BOEING CO
-$290.7K
1,707
-56%
清仓
PRU
PRUDENTIAL FINL INC
-$290.3K
0
-100%
建仓
EMXC
ISHARES INC
+$285.2K
5,143
建仓
RIO
RIO TINTO PLC
+$282.9K
4,810
清仓
IXUS
ISHARES TR
-$270.7K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$268.1K
12,009
-0%
增持
PG
PROCTER AND GAMBLE CO
-$264.3K
60,241
+1%
增持
ANGL
VANECK ETF TRUST
+$260.8K
313,161
+6%
减持
CVS
CVS HEALTH CORP
-$257.0K
6,642
-25%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$251.1K
8,536
清仓
SYY
SYSCO CORP
-$250.3K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$250.3K
0
-100%
建仓
BIL
SPDR SER TR
+$250.2K
2,737
增持
MU
MICRON TECHNOLOGY INC
-$249.7K
13,987
+2%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$238.0K
3,216
减持
JQUA
J P MORGAN EXCHANGE TRADED F
+$236.3K
433,406
-0%
减持
CRM
SALESFORCE INC
+$235.4K
4,139
-1%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$233.7K
0
-100%
增持
AMAT
APPLIED MATLS INC
-$233.4K
6,182
+1%
清仓
ENVX
ENOVIX CORPORATION
-$227.2K
0
-100%
清仓
ESGE
ISHARES INC
-$225.8K
0
-100%
建仓
ESGV
VANGUARD WORLD FD
+$224.5K
2,140
清仓
BNDW
VANGUARD SCOTTSDALE FDS
-$220.8K
0
-100%
减持
FLOT
ISHARES TR
-$220.0K
30,909
-12%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$219.0K
10,164
+15%
减持
BAC
BANK AMERICA CORP
+$214.6K
53,281
-1%
减持
V
VISA INC
+$210.7K
5,617
-1%
清仓
DBEM
DBX ETF TR
-$204.0K
0
-100%
清仓
O
REALTY INCOME CORP
-$203.0K
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$202.9K
5,280
+0%
建仓
GM
GENERAL MTRS CO
+$202.8K
3,806
增持
KO
COCA COLA CO
-$201.8K
23,231
+2%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$200.7K
0
-100%
减持
CWB
SPDR SER TR
-$190.2K
22,919
-11%
增持
IVOG
VANGUARD ADMIRAL FDS INC
-$187.7K
146,110
+1%
减持
FITB
FIFTH THIRD BANCORP
-$186.4K
12,383
-25%
减持
VTI
VANGUARD INDEX FDS
-$183.6K
7,303
-10%
增持
AMD
ADVANCED MICRO DEVICES INC
-$181.1K
6,235
+10%
增持
JNJ
JOHNSON & JOHNSON
-$169.7K
13,885
+3%
增持
PFE
PFIZER INC
+$158.4K
22,159
+49%
增持
IAGG
ISHARES TR
+$156.5K
359,240
+5%
增持
SPYV
SPDR SER TR
-$149.8K
1,589,822
+3%
减持
LMT
LOCKHEED MARTIN CORP
-$146.5K
1,391
-1%
减持
DWM
WISDOMTREE TR
-$140.6K
15,789
-7%
增持
ULTA
ULTA BEAUTY INC
+$137.6K
837
+44%
增持
AMGN
AMGEN INC
-$134.6K
2,400
+2%
减持
SMH
VANECK ETF TRUST
-$133.9K
1,261
-30%
清仓
PATH
UIPATH INC
-$132.1K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$130.3K
5,429
+0%
建仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$119.8K
11,268
减持
SHOP
SHOPIFY INC
+$117.0K
5,296
-5%
增持
—
PAYCOR HCM INC
+$116.5K
14,002
+38%
减持
SLYG
SPDR SER TR
-$114.5K
14,635
-5%
减持
NFLX
NETFLIX INC
+$111.8K
688
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$108.7K
682
-12%
减持
WM
WASTE MGMT INC DEL
-$108.6K
16,671
-0%
减持
MRK
MERCK & CO INC
-$106.1K
6,518
-2%
增持
USHY
ISHARES TR
+$103.7K
68,302
+7%
增持
SHEL
SHELL PLC
-$103.3K
31,459
+0%
增持
NKE
NIKE INC
-$102.1K
18,825
+9%
建仓
VALE
VALE S A
+$101.2K
11,305
减持
EW
EDWARDS LIFESCIENCES CORP
+$98.9K
12,435
-0%
增持
KR
KROGER CO
+$96.0K
24,734
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$90.8K
16,472
-5%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$87.6K
23,623
-4%
增持
USTB
VICTORY PORTFOLIOS II
+$79.9K
5,985
+38%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$79.0K
12,363
-35%
增持
PEP
PEPSICO INC
-$77.2K
19,425
+8%
增持
META
META PLATFORMS INC
+$77.1K
4,653
+1%
减持
CM
CANADIAN IMPERIAL BK COMM
-$76.3K
13,231
-11%
减持
—
EXXON MOBIL CORP
-$73.8K
5,064
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$73.2K
5,734
-1%
减持
GE
GE AEROSPACE
-$72.0K
2,076
-6%
减持
VGT
VANGUARD WORLD FD
-$67.5K
615
-20%
减持
HD
HOME DEPOT INC
-$65.8K
2,863
-2%
减持
VBR
VANGUARD INDEX FDS
-$63.7K
5,528
-4%
增持
—
NXP SEMICONDUCTORS N V
+$63.3K
1,321
+50%
建仓
JMIA
JUMIA TECHNOLOGIES AG
+$62.6K
16,395
增持
GLD
SPDR GOLD TR
+$61.5K
2,318
+13%
减持
TFC
TRUIST FINL CORP
-$60.8K
43,909
-4%
增持
VB
VANGUARD INDEX FDS
+$60.6K
12,216
+1%
减持
ADBE
ADOBE INC
-$60.4K
635
-4%
减持
CPRT
COPART INC
-$60.3K
5,916
-22%
增持
ABBV
ABBVIE INC
-$57.9K
3,766
+2%
增持
SCHP
SCHWAB STRATEGIC TR
-$56.6K
9,366
+68%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$55.4K
2,039
-11%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$53.8K
12,963
-9%
减持
IVOV
VANGUARD ADMIRAL FDS INC
-$52.0K
177,186
-0%
减持
NOBL
PROSHARES TR
-$51.7K
3,914
-5%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$51.7K
17,542
-9%
减持
BX
BLACKSTONE INC
-$51.0K
4,913
-16%
减持
COST
COSTCO WHSL CORP NEW
+$50.9K
1,794
-0%
减持
PM
PHILIP MORRIS INTL INC
-$49.3K
25,841
-1%
减持
GS
GOLDMAN SACHS GROUP INC
+$49.2K
846
-4%
增持
SNOV
FIRST TR EXCHNG TRADED FD VI
+$48.1K
14,006
+16%
增持
LLY
ELI LILLY & CO
+$46.6K
735
+25%
减持
SO
SOUTHERN CO
-$46.0K
2,892
-8%
减持
VOE
VANGUARD INDEX FDS
-$45.4K
3,196
-5%
减持
IWP
ISHARES TR
+$44.3K
7,564
-3%
减持
CTAS
CINTAS CORP
-$40.3K
1,669
-0%
减持
SQ
BLOCK INC
+$39.5K
2,936
-6%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$38.6K
16,915
-0%
增持
CSCO
CISCO SYS INC
+$38.6K
5,453
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$37.8K
6,057
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$37.6K
433
+2%
减持
LNG
CHENIERE ENERGY INC
+$36.6K
1,424
-5%
增持
DUK
DUKE ENERGY CORP NEW
-$35.5K
4,899
+0%
减持
WFC
WELLS FARGO CO NEW
+$34.9K
4,033
-8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$34.4K
2,402
-5%
减持
NOC
NORTHROP GRUMMAN CORP
-$34.0K
570
-0%
减持
IUSG
ISHARES TR
+$33.1K
4,676
-0%
减持
RTX
RTX CORPORATION
-$32.5K
4,407
-2%
减持
BKNG
BOOKING HOLDINGS INC
+$32.4K
54
-4%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$31.8K
20,770
-3%
减持
MAR
MARRIOTT INTL INC NEW
+$31.8K
1,058
-0%
减持
EFA
ISHARES TR
-$31.1K
3,140
-2%
清仓
FLUX
FLUX PWR HLDGS INC
-$30.8K
0
-100%
