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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 15
增持 33
减持 87
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
SPYG
SPDR SERIES TRUST
+$14.7M
1,031,905
-1%
增持
EFG
ISHARES TR
+$8.4M
292,513
+20%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$8.3M
141,817
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。
清仓
TLH
ISHARES TR
-$8.1M
0
-100%
建仓
ISHG
ISHARES TR
+$7.9M
102,965
增持
EFV
ISHARES TR
+$6.4M
499,286
+16%
增持
SPYV
SPDR SERIES TRUST
+$6.2M
2,064,818
+4%
减持
NVDA
NVIDIA CORPORATION
+$6.1M
145,956
-7%
减持
ANGL
VANECK ETF TRUST
-$5.7M
145,275
-58%
减持
AAPL
APPLE INC
-$5.2M
183,067
-5%
增持
IEMG
ISHARES INC
+$4.7M
734,254
+1%
增持
IMTB
ISHARES TR
+$4.3M
581,061
+20%
减持
PG
PROCTER AND GAMBLE CO
-$4.1M
39,310
-35%
减持
AGOX
STARBOARD INVT TR
+$3.6M
817,468
-3%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.6M
324,598
+9%
减持
AMZN
AMAZON COM INC
+$2.2M
92,258
-3%
减持
MSFT
MICROSOFT CORP
+$2.1M
20,049
-4%
减持
GOOGL
ALPHABET INC
+$1.4M
108,141
-5%
增持
FLRT
PACER FDS TR
+$1.3M
177,513
+17%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
22,880
+1%
减持
IEFA
ISHARES TR
+$1.1M
169,677
-2%
减持
AVGO
BROADCOM INC
+$983.2K
9,151
-0%
减持
IVOV
VANGUARD ADMIRAL FDS INC
-$974.4K
169,788
-9%
减持
CINF
CINCINNATI FINL CORP
-$970.9K
6,048
-52%
减持
MO
ALTRIA GROUP INC
-$929.7K
101,997
-11%
减持
IVV
ISHARES TR
-$880.3K
1,737
-50%
减持
QQQ
INVESCO QQQ TR
+$871.6K
11,575
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$753.8K
14,977
-28%
减持
IAGG
ISHARES TR
-$709.1K
195,107
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$656.3K
4,941
-14%
增持
SPMD
SPDR SERIES TRUST
+$647.5K
173,720
+1%
增持
AGG
ISHARES TR
+$646.9K
250,056
+2%
减持
META
META PLATFORMS INC
+$623.3K
4,440
-4%
增持
PM
PHILIP MORRIS INTL INC
+$613.1K
23,928
+1%
减持
CVX
CHEVRON CORP NEW
-$585.6K
7,634
-24%
减持
CSGP
COSTAR GROUP INC
-$536.2K
3,629
-65%
增持
MU
MICRON TECHNOLOGY INC
+$524.6K
13,803
+2%
减持
PEP
PEPSICO INC
-$485.3K
14,778
-9%
清仓
—
SPOTIFY TECHNOLOGY S A
-$484.0K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$466.2K
73,959
+2%
减持
FBND
FIDELITY MERRIMACK STR TR
-$448.1K
1,460,941
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$425.2K
6,682
+2%
减持
IVOG
VANGUARD ADMIRAL FDS INC
-$423.2K
143,862
-11%
减持
SPSM
SPDR SERIES TRUST
-$401.5K
369,070
-7%
减持
AMGN
AMGEN INC
-$363.6K
1,415
-42%
减持
VZ
VERIZON COMMUNICATIONS INC
-$351.8K
33,609
-16%
建仓
TBUX
T ROWE PRICE ETF INC
+$351.4K
7,065
清仓
CTAS
CINTAS CORP
-$343.0K
0
-100%
建仓
—
CHUBB LIMITED
+$336.6K
1,158
清仓
—
PAYCOR HCM INC
-$317.7K
0
-100%
减持
WMT
WALMART INC
+$304.0K
45,630
-3%
减持
GOOG
ALPHABET INC
+$301.3K
21,055
-4%
减持
KR
KROGER CO
-$300.8K
25,088
-19%
清仓
AHR
AMERICAN HEALTHCARE REIT INC
-$294.0K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$290.1K
1,736
+3%
清仓
SPSB
SPDR SER TR
-$284.5K
0
-100%
减持
NFLX
NETFLIX INC
+$283.0K
868
-8%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$256.5K
14,378
+8%
清仓
WPC
WP CAREY INC
-$252.9K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$242.7K
6,200
+1%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$239.6K
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$232.6K
4,584
清仓
IAU
ISHARES GOLD TR
-$231.8K
0
-100%
建仓
GEV
GE VERNOVA INC
+$231.2K
437
建仓
AVAV
AEROVIRONMENT INC
+$230.8K
810
增持
SCHP
SCHWAB STRATEGIC TR
+$229.5K
18,041
+93%
减持
SYK
STRYKER CORPORATION
-$228.3K
960
-41%
建仓
DHR
DANAHER CORPORATION
+$223.8K
1,131
清仓
CMCSA
COMCAST CORP NEW
-$220.8K
0
-100%
减持
ABBV
ABBVIE INC
-$219.6K
2,933
-20%
减持
LMT
LOCKHEED MARTIN CORP
-$218.5K
839
-38%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$214.4K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$214.2K
8,117
-14%
减持
SRE
SEMPRA
-$211.9K
3,479
-48%
清仓
DBMF
LITMAN GREGORY FDS TR
-$211.1K
0
-100%
建仓
—
MANAGED PORTFOLIO SERIES
+$208.8K
3,947
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$207.1K
4,437
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$206.8K
1,138
建仓
TJX
TJX COS INC NEW
+$205.2K
1,662
减持
BAC
BANK AMERICA CORP
+$204.6K
52,321
-4%
减持
JNJ
JOHNSON & JOHNSON
-$203.4K
14,161
-1%
建仓
XSEP
FIRST TR EXCHNG TRADED FD VI
+$203.2K
5,005
建仓
DG
DOLLAR GEN CORP NEW
+$202.9K
1,774
建仓
UBER
UBER TECHNOLOGIES INC
+$200.1K
2,145
减持
ICSH
ISHARES TR
-$194.0K
9,633
-28%
减持
CM
CANADIAN IMPERIAL BK COMM
+$189.8K
13,087
-0%
清仓
KEY
KEYCORP
-$181.7K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$177.0K
15,735
-4%
减持
TSLA
TESLA INC
+$175.9K
7,570
-12%
减持
TFC
TRUIST FINL CORP
-$174.4K
33,619
-15%
减持
OKTA
OKTA INC
-$172.9K
2,867
-34%
减持
AMD
ADVANCED MICRO DEVICES INC
+$168.0K
6,054
-10%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$164.1K
17,582
-17%
减持
SHEL
SHELL PLC
-$163.2K
26,999
-4%
减持
—
NXP SEMICONDUCTORS N V
-$162.7K
2,214
-35%
减持
IGSB
ISHARES TR
-$158.9K
10,182
-23%
减持
FLOT
ISHARES TR
-$154.7K
26,703
-10%
减持
QCOM
QUALCOMM INC
-$152.4K
6,022
-17%
增持
GE
GE AEROSPACE
+$150.2K
1,951
+11%
减持
DUK
DUKE ENERGY CORP NEW
-$144.8K
3,802
-22%
减持
MRK
MERCK & CO INC
-$144.1K
5,226
-16%
增持
NOBL
PROSHARES TR
+$143.4K
6,243
+31%
减持
VTI
VANGUARD INDEX FDS
-$126.7K
6,248
-15%
清仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
-$121.3K
0
-100%
减持
IWP
ISHARES TR
+$116.4K
7,066
-4%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$116.0K
18,424
-11%
减持
PFE
PFIZER INC
-$114.0K
22,252
-14%
减持
CWB
SPDR SERIES TRUST
+$113.8K
22,368
-1%
增持
VUG
VANGUARD INDEX FDS
+$113.7K
1,611
+1%
减持
GS
GOLDMAN SACHS GROUP INC
+$112.2K
803
-4%
增持
MRVL
MARVELL TECHNOLOGY INC
+$108.7K
6,455
+2%
增持
USHY
ISHARES TR
+$108.0K
87,478
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$105.8K
16,184
+0%
减持
—
EXXON MOBIL CORP
-$105.4K
5,726
-6%
清仓
USA
LIBERTY ALL STAR EQUITY FD
-$98.3K
0
-100%
减持
IUSG
ISHARES TR
+$97.6K
4,602
-2%
减持
VB
VANGUARD INDEX FDS
+$96.7K
11,522
-3%
减持
ULTA
ULTA BEAUTY INC
-$95.9K
519
-44%
减持
ORCL
ORACLE CORP
+$94.5K
4,329
-29%
增持
SMH
VANECK ETF TRUST
+$92.9K
1,322
+1%
增持
GLD
SPDR GOLD TR
+$91.5K
3,396
+4%
减持
ITA
ISHARES TR
+$88.9K
2,692
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$85.9K
15,052
-7%
减持
SHOP
SHOPIFY INC
+$83.6K
4,708
-2%
减持
ABT
ABBOTT LABS
-$82.3K
2,914
-19%
增持
QUAL
ISHARES TR
+$82.1K
3,844
+6%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
+$80.3K
27,123
-0%
减持
ELV
ELEVANCE HEALTH INC
-$79.8K
969
-8%
增持
XLK
SELECT SECTOR SPDR TR
+$79.8K
1,300
+8%
增持
PANW
PALO ALTO NETWORKS INC
+$78.3K
1,905
+4%
减持
XOP
SPDR SERIES TRUST
-$78.0K
2,212
-18%
减持
ENB
ENBRIDGE INC
-$77.7K
5,564
-25%
减持
VHT
VANGUARD WORLD FD
-$77.4K
1,236
-15%
减持
LLY
ELI LILLY & CO
-$77.3K
636
-8%
减持
—
UNILEVER PLC
-$76.5K
6,446
-18%
减持
FDX
FEDEX CORP
-$75.1K
2,514
-5%
减持
XLE
SELECT SECTOR SPDR TR
-$71.2K
3,172
-13%
增持
IVE
ISHARES TR
+$70.2K
1,383
+32%
减持
NOW
SERVICENOW INC
+$66.0K
288
-0%
增持
BX
BLACKSTONE INC
+$65.9K
4,965
+3%
减持
EW
EDWARDS LIFESCIENCES CORP
+$65.6K
12,352
-1%
减持
IVOO
VANGUARD ADMIRAL FDS INC
+$65.3K
17,150
-2%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$65.2K
11,305
-12%
减持
SBUX
STARBUCKS CORP
-$64.1K
3,476
-11%
减持
T
AT&T INC
-$62.4K
8,375
-22%
减持
EMXC
ISHARES INC
-$62.2K
3,362
-33%
减持
VGT
VANGUARD WORLD FD
+$60.3K
606
-4%
减持
IJH
ISHARES TR
+$58.6K
23,927
-2%
增持
CSCO
CISCO SYS INC
+$55.2K
5,594
+4%
增持
DYNF
BLACKROCK ETF TRUST
+$54.7K
4,866
+13%
