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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 66
减持 59
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SPYV
SPDR SER TR
+$20.6M
1,994,878
+25%
清仓
VIOV
VANGUARD ADMIRAL FDS INC
-$17.0M
0
-100%
清仓
VIOG
VANGUARD ADMIRAL FDS INC
-$16.5M
0
-100%
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
SPYG
SPDR SER TR
+$12.6M
1,041,037
+29%
增持
IMTB
ISHARES TR
+$11.9M
484,701
+124%
增持
SPSM
SPDR SER TR
+$8.4M
395,581
+130%
建仓
TLH
ISHARES TR
+$8.1M
78,532
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$7.9M
299,113
-31%
减持
IAGG
ISHARES TR
-$7.3M
213,585
-41%
建仓
FLRT
PACER FDS TR
+$7.2M
151,963
减持
EFG
ISHARES TR
-$5.8M
243,696
-22%
减持
AAPL
APPLE INC
-$5.6M
192,681
-0%
减持
EFV
ISHARES TR
-$5.0M
429,251
-26%
减持
NVDA
NVIDIA CORPORATION
-$4.2M
156,194
-1%
增持
GOOGL
ALPHABET INC
-$3.4M
114,046
+3%
减持
AMZN
AMAZON COM INC
-$3.0M
94,795
-1%
增持
AGG
ISHARES TR
+$2.2M
244,224
+8%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.5M
1,473,666
+1%
减持
MSFT
MICROSOFT CORP
-$1.5M
20,956
-5%
增持
MO
ALTRIA GROUP INC
+$1.4M
114,876
+10%
增持
AGOX
STARBOARD INVT TR
-$1.4M
842,169
+4%
减持
IEMG
ISHARES INC
+$1.2M
729,102
-0%
增持
TSLA
TESLA INC
-$1.2M
8,600
+2%
减持
IEFA
ISHARES TR
-$1.1M
173,259
-14%
增持
ANGL
VANECK ETF TRUST
+$957.7K
344,282
+10%
增持
SPMD
SPDR SER TR
+$938.8K
171,931
+20%
建仓
CSGP
COSTAR GROUP INC
+$828.0K
10,450
减持
KO
COCA COLA CO
-$813.3K
8,777
-62%
增持
GOOG
ALPHABET INC
-$697.0K
21,977
+1%
减持
AVGO
BROADCOM INC
-$683.6K
9,193
-4%
增持
USHY
ISHARES TR
+$660.5K
86,208
+26%
减持
PM
PHILIP MORRIS INTL INC
+$632.5K
23,596
-9%
减持
QQQ
INVESCO QQQ TR
-$619.4K
11,754
-2%
增持
KR
KROGER CO
+$587.8K
31,029
+25%
增持
BIL
SPDR SER TR
+$566.8K
8,907
+225%
减持
PEP
PEPSICO INC
-$543.4K
16,250
-16%
清仓
ROK
ROCKWELL AUTOMATION INC
-$538.4K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$490.3K
20,773
-11%
增持
CVX
CHEVRON CORP NEW
+$476.6K
10,034
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$457.4K
5,739
+0%
建仓
ELV
ELEVANCE HEALTH INC
+$456.7K
1,050
减持
VYM
VANGUARD WHITEHALL FDS
-$442.9K
72,839
-6%
减持
WM
WASTE MGMT INC DEL
+$413.4K
16,317
-2%
增持
GLD
SPDR GOLD TR
+$382.4K
3,275
+41%
增持
—
NXP SEMICONDUCTORS N V
+$373.3K
3,395
+157%
增持
JNJ
JOHNSON & JOHNSON
+$358.5K
14,270
+3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$332.2K
8,642
+85%
减持
VB
VANGUARD INDEX FDS
-$292.5K
11,918
-2%
减持
TFC
TRUIST FINL CORP
-$285.1K
39,360
-10%
增持
PG
PROCTER AND GAMBLE CO
+$280.6K
60,908
+1%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$278.2K
2,104
增持
CRM
SALESFORCE INC
-$267.5K
4,166
+1%
增持
NFLX
NETFLIX INC
+$266.1K
943
+37%
建仓
WPC
WP CAREY INC
+$252.9K
3,951
增持
IVOV
VANGUARD ADMIRAL FDS INC
+$252.8K
186,696
+5%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$251.4K
1,011
清仓
UUP
INVESCO DB US DLR INDEX TR
-$251.1K
0
-100%
建仓
—
SILA REALTY TRUST INC
+$249.9K
9,355
清仓
SQ
BLOCK INC
-$249.5K
0
-100%
清仓
RRC
RANGE RES CORP
-$241.4K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$238.0K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$231.8K
3,932
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$218.8K
161,713
+11%
建仓
DE
DEERE & CO
+$218.5K
464
建仓
AEP
AMERICAN ELEC PWR CO INC
+$214.4K
1,962
建仓
DBMF
LITMAN GREGORY FDS TR
+$211.1K
8,358
建仓
GILD
GILEAD SCIENCES INC
+$210.8K
1,881
建仓
DYNF
BLACKROCK ETF TRUST
+$210.3K
4,312
建仓
C
CITIGROUP INC
+$209.2K
2,947
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$209.1K
22,610
+1%
清仓
GM
GENERAL MTRS CO
-$202.8K
0
-100%
建仓
IVE
ISHARES TR
+$200.1K
1,050
增持
V
VISA INC
+$196.0K
5,625
+0%
增持
MRVL
MARVELL TECHNOLOGY INC
-$192.2K
6,350
+20%
增持
—
EXXON MOBIL CORP
+$177.9K
6,077
+20%
减持
BX
BLACKSTONE INC
-$170.4K
4,841
-1%
减持
WMT
WALMART INC
-$166.4K
47,233
-1%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$159.4K
11,029
-37%
增持
SPY
SPDR S&P 500 ETF TR
-$157.2K
6,068
+0%
增持
ORCL
ORACLE CORP
-$148.0K
6,094
+2%
增持
OKTA
OKTA INC
+$141.5K
4,367
+8%
减持
SLYG
SPDR SER TR
-$140.4K
14,239
-3%
增持
NKE
NIKE INC
-$138.5K
20,249
+8%
增持
AMGN
AMGEN INC
+$133.3K
2,435
+1%
减持
CVS
CVS HEALTH CORP
+$121.9K
6,199
-7%
增持
IVOO
VANGUARD ADMIRAL FDS INC
-$119.0K
17,579
+0%
增持
DWM
WISDOMTREE TR
+$115.7K
16,301
+3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$114.1K
525
-33%
减持
AMAT
APPLIED MATLS INC
-$113.0K
6,149
-1%
减持
FDX
FEDEX CORP
-$110.8K
2,652
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$104.0K
39,817
-6%
减持
SHOP
SHOPIFY INC
-$103.7K
4,812
-9%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$103.6K
1,685
-17%
减持
XLK
SELECT SECTOR SPDR TR
-$100.7K
1,208
-20%
减持
CM
CANADIAN IMPERIAL BK COMM
-$99.1K
13,100
-1%
增持
NOBL
PROSHARES TR
+$99.1K
4,761
+22%
减持
IWP
ISHARES TR
-$95.2K
7,350
-3%
减持
FITB
FIFTH THIRD BANCORP
-$94.9K
10,949
-12%
减持
ABBV
ABBVIE INC
+$94.9K
3,647
-3%
减持
SHEL
SHELL PLC
+$93.3K
28,169
-10%
增持
—
UNILEVER PLC
+$92.0K
7,905
+18%
减持
MRK
MERCK & CO INC
-$91.8K
6,204
-5%
减持
BA
BOEING CO
-$85.7K
1,269
-26%
增持
SRE
SEMPRA
-$85.1K
6,635
+4%
增持
VTI
VANGUARD INDEX FDS
-$85.1K
7,391
+1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$84.4K
13,322
+31%
减持
—
SPOTIFY TECHNOLOGY S A
+$83.6K
880
-2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$80.9K
21,306
-10%
减持
COST
COSTCO WHSL CORP NEW
-$77.4K
1,657
-8%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$76.7K
16,118
-5%
增持
IJH
ISHARES TR
-$70.9K
24,428
+2%
增持
ABT
ABBOTT LABS
+$70.7K
3,608
+0%
减持
META
META PLATFORMS INC
-$70.5K
4,604
-1%
增持
BAC
BANK AMERICA CORP
-$70.4K
54,427
+2%
减持
VBR
VANGUARD INDEX FDS
-$69.3K
5,509
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$69.3K
1,359
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$67.3K
2,078
-13%
减持
DUK
DUKE ENERGY CORP NEW
+$65.6K
4,865
-1%
增持
PFE
PFIZER INC
+$65.5K
25,784
+16%
增持
AMD
ADVANCED MICRO DEVICES INC
-$62.1K
6,726
+8%
增持
IJK
ISHARES TR
-$60.7K
8,031
+0%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$59.2K
11,235
+2%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$58.9K
25,353
-3%
增持
—
PAYCOR HCM INC
+$57.7K
14,159
+1%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$57.4K
27,194
+2%
增持
IUSG
ISHARES TR
-$57.1K
4,679
+0%
增持
VUG
VANGUARD INDEX FDS
-$57.0K
1,600
+1%
减持
FLOT
ISHARES TR
-$55.6K
29,717
-4%
增持
QUAL
ISHARES TR
+$55.1K
3,632
+14%
减持
CWB
SPDR SER TR
-$50.0K
22,646
-1%
减持
MAR
MARRIOTT INTL INC NEW
-$49.8K
1,030
-3%
减持
PGR
PROGRESSIVE CORP
+$46.1K
1,267
-3%
减持
ADBE
ADOBE INC
-$46.1K
616
-3%
增持
IWM
ISHARES TR
-$43.4K
2,258
+1%
增持
BND
VANGUARD BD INDEX FDS
+$42.3K
4,589
+12%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$41.8K
10,631
-14%
增持
VGT
VANGUARD WORLD FD
-$40.7K
630
+2%
增持
DIS
DISNEY WALT CO
-$40.6K
5,048
+5%
增持
MA
MASTERCARD INCORPORATED
+$39.2K
791
+6%
减持
KEY
KEYCORP
-$39.0K
11,365
-12%
增持
HD
HOME DEPOT INC
-$38.2K
2,935
+3%
增持
IJR
ISHARES TR
-$37.2K
3,606
+0%
增持
QCOM
QUALCOMM INC
+$35.7K
7,236
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$35.2K
726
+6%
增持
NOW
SERVICENOW INC
-$33.9K
289
+16%
减持
BKNG
BOOKING HOLDINGS INC
-$33.3K
51
-6%
增持
SYK
STRYKER CORPORATION
+$33.3K
1,632
+2%
减持
VO
VANGUARD INDEX FDS
-$33.2K
1,954
-4%
减持
AXP
AMERICAN EXPRESS CO
-$32.5K
925
-2%
