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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 49
减持 78
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$32.1M
613,783
+112%
增持
IEFA
ISHARES TR
+$24.8M
459,840
+145%
增持
SPYV
SPDR SERIES TRUST
+$24.0M
2,722,619
+19%
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
JQUA
J P MORGAN EXCHANGE TRADED F
-$21.6M
8,477
-98%
减持
AGOX
STARBOARD INVT TR
-$18.9M
244,421
-73%
增持
SPYG
SPDR SERIES TRUST
+$18.1M
1,388,717
+26%
减持
IVOG
VANGUARD ADMIRAL FDS INC
-$15.8M
2,545
-98%
减持
IVOV
VANGUARD ADMIRAL FDS INC
-$15.8M
2,787
-98%
增持
SPMD
SPDR SERIES TRUST
+$10.5M
364,922
+90%
减持
FLRT
PACER FDS TR
-$9.4M
4,672
-98%
减持
IMTB
ISHARES TR
-$9.2M
465,216
-30%
增持
FBND
FIDELITY MERRIMACK STR TR
+$7.3M
1,919,010
+10%
增持
USHY
ISHARES TR
+$6.0M
262,764
+164%
减持
AAPL
APPLE INC
-$5.8M
170,161
-5%
减持
SPSM
SPDR SERIES TRUST
-$4.8M
228,575
-32%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$4.3M
91,209
-44%
减持
ANGL
VANECK ETF TRUST
-$4.2M
13,466
-91%
减持
GOOGL
ALPHABET INC
-$3.4M
102,019
-2%
减持
AMZN
AMAZON COM INC
-$2.1M
89,952
-1%
减持
NVDA
NVIDIA CORPORATION
-$2.1M
147,227
-1%
增持
MSFT
MICROSOFT CORP
-$1.7M
20,420
+7%
减持
IAGG
ISHARES TR
-$1.6M
191,342
-14%
减持
EFV
ISHARES TR
-$1.2M
504,780
-7%
增持
MO
ALTRIA GROUP INC
+$1.1M
124,782
+1%
减持
IEMG
ISHARES INC
+$843.8K
760,686
-2%
减持
TSLA
TESLA INC
-$764.5K
7,481
-5%
增持
VYM
VANGUARD WHITEHALL FDS
+$676.1K
82,336
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$673.0K
21,680
+0%
减持
WMT
WALMART INC
+$571.0K
46,285
-1%
减持
MU
MICRON TECHNOLOGY INC
+$540.7K
12,703
-3%
增持
GOOG
ALPHABET INC
-$536.2K
20,366
+0%
增持
PG
PROCTER & GAMBLE CO
+$535.6K
63,838
+5%
减持
AMAT
APPLIED MATLS INC
+$512.1K
6,257
-1%
减持
AVGO
BROADCOM INC
-$493.2K
12,515
-1%
减持
BPRE
BLUEROCK PVT REAL ESTATE FD
+$491.9K
414,859
-3%
减持
QCOM
QUALCOMM INC
-$472.7K
8,197
-9%
减持
JNJ
JOHNSON & JOHNSON
+$463.9K
14,009
-2%
减持
CVX
CHEVRON CORPORATION
+$450.5K
8,979
-3%
减持
CRM
SALESFORCE INC
-$406.6K
3,504
-12%
减持
ORCL
ORACLE CORP
-$406.6K
2,627
-36%
增持
QQQ
INVESCO QQQ TR
-$399.6K
11,854
+1%
清仓
—
SPOTIFY TECHNOLOGY S A
-$392.0K
0
-100%
增持
EFG
ISHARES TR
-$373.4K
329,257
+1%
减持
BAC
BANK AMERICA CORP
-$355.4K
51,308
-1%
减持
SHEL
SHELL PLC
+$351.3K
24,204
-6%
增持
JPM
JPMORGAN CHASE & CO
-$340.1K
15,431
+2%
清仓
APP
APPLOVIN CORP
-$326.1K
0
-100%
减持
ISHG
ISHARES TR
-$324.3K
62,550
-5%
减持
PM
PHILIP MORRIS INTL INC
-$317.7K
20,693
-11%
增持
META
META PLATFORMS INC
+$311.9K
7,102
+25%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$311.7K
4,864
清仓
AHR
AMERICAN HEALTHCARE REIT INC
-$309.1K
0
-100%
减持
KR
KROGER CO
+$296.3K
32,930
-1%
增持
CINF
CINCINNATI FINL CORP
+$293.0K
15,314
+18%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$292.1K
14,101
-16%
清仓
OEF
ISHARES TR
-$291.9K
0
-100%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$289.8K
2,316
减持
V
VISA INC
-$270.3K
5,010
-2%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$267.8K
6,051
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$267.6K
36,739
-5%
建仓
JHSC
JOHN HANCOCK EXCHANGE TRADED
+$262.8K
6,127
增持
AEP
AMERICAN ELEC PWR CO INC
+$249.3K
3,577
+88%
减持
TFC
TRUIST FINL CORP
-$248.3K
28,515
-10%
清仓
—
SILA REALTY TRUST INC
-$247.8K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$241.3K
0
-100%
减持
GLD
SPDR GOLD TR
-$241.2K
2,138
-27%
减持
VOO
VANGUARD INDEX FDS
-$240.6K
710
-33%
清仓
OKTA
OKTA INC
-$234.5K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$231.1K
0
-100%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$229.8K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$226.9K
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$224.8K
1,431
+3%
清仓
O
REALTY INCOME CORP
-$217.9K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$217.5K
0
-100%
减持
NKE
NIKE INC
-$216.7K
19,228
-1%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$214.7K
0
-100%
建仓
DBEM
DBX ETF TR
+$213.9K
6,268
建仓
SPYM
SPDR SERIES TRUST
+$211.5K
2,763
清仓
IHI
ISHARES TR
-$211.4K
0
-100%
建仓
VDC
VANGUARD WORLD FD
+$209.9K
934
清仓
NOW
SERVICENOW INC
-$206.0K
0
-100%
清仓
TBLU
TORTOISE CAPITAL SERIES TRUS
-$205.6K
0
-100%
减持
LLY
ELI LILLY & CO
-$203.2K
656
-13%
清仓
KEY
KEYCORP
-$201.2K
0
-100%
减持
BX
BLACKSTONE INC
-$199.0K
4,725
-2%
增持
MRK
MERCK & CO INC
+$187.7K
7,934
+9%
增持
SHOP
SHOPIFY INC
-$186.0K
5,153
+3%
减持
—
EXXON MOBIL CORP
+$184.0K
5,392
-11%
增持
GEV
GE VERNOVA INC
+$171.9K
758
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$170.5K
20,351
+23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$170.1K
4,983
-2%
增持
PEP
PEPSICO INC
+$162.9K
15,671
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$157.9K
6,230
-3%
增持
VXUS
VANGUARD STAR FDS
+$152.5K
4,753
+68%
减持
MMSD
NEW YORK LIFE INVTS ACTIVE E
-$150.0K
14,920
-28%
增持
RIO
RIO TINTO PLC
+$149.4K
8,517
+2%
减持
CWB
SPDR SERIES TRUST
-$144.3K
18,982
-10%
增持
SCHP
SCHWAB STRATEGIC TR
+$137.7K
23,034
+28%
减持
WM
WASTE MGMT INC DEL
+$134.6K
15,685
-1%
增持
NTRA
NATERA INC
-$132.1K
4,549
+0%
增持
SYK
STRYKER CORPORATION
+$127.8K
1,993
+33%
减持
SHM
SPDR SERIES TRUST
-$127.5K
4,452
-37%
增持
DUK
DUKE ENERGY CORP NEW
+$127.5K
5,465
+9%
增持
DBMF
LITMAN GREGORY FDS TR
+$120.9K
11,076
+46%
减持
ULTA
ULTA BEAUTY INC
-$119.6K
446
-23%
增持
XLE
SELECT SECTOR SPDR TR
+$116.4K
6,616
+2%
增持
FLOT
ISHARES TR
+$109.4K
30,027
+8%
减持
PFE
PFIZER INC
+$107.1K
39,067
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$101.0K
1,319
-5%
减持
ABBV
ABBVIE INC
-$98.7K
3,086
-8%
减持
CVS
CVS HEALTH CORP
-$95.2K
5,431
-11%
减持
VUG
VANGUARD INDEX FDS
-$93.8K
1,761
-0%
减持
XLF
SELECT SECTOR SPDR TR
-$93.1K
12,714
-3%
增持
NFLX
NETFLIX INC.
+$92.8K
8,638
+10%
增持
MMCA
NEW YORK LIFE INVTS ACTIVE E
+$89.5K
129,516
+5%
减持
ABT
ABBOTT LABORATORIES
-$88.9K
2,935
-6%
减持
—
NXP SEMICONDUCTORS N V
-$88.4K
2,411
-8%
减持
DIS
DISNEY WALT CO
-$86.6K
4,373
-1%
增持
DGRO
ISHARES TR
+$83.9K
6,837
+20%
增持
FITB
FIFTH THIRD BANCORP
+$83.6K
15,091
+14%
减持
VFH
VANGUARD WORLD FD
-$81.1K
2,925
-10%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$80.8K
2,908
+32%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$79.0K
2,008
+8%
增持
T
AT&T INC
+$78.4K
13,136
+8%
增持
UPS
UNITED PARCEL SVCS INC
+$78.3K
14,231
+7%
减持
FDX
FEDEX CORP
+$77.7K
2,016
-9%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$76.6K
24,451
-4%
减持
MRVL
MARVELL TECHNOLOGY INC
+$74.8K
6,201
-3%
减持
SLV
ISHARES SILVER TR
-$73.5K
3,124
-30%
减持
WFC
WELLS FARGO & CO
-$72.5K
3,955
-5%
减持
MA
MASTERCARD INCORPORATED
-$71.4K
602
-8%
增持
KO
COCA COLA CO
+$71.0K
8,919
+1%
减持
IWF
ISHARES TR
-$71.0K
505
-17%
减持
LNG
CHENIERE ENERGY INC
+$68.9K
952
-8%
减持
DYNF
BLACKROCK ETF TRUST
-$67.7K
4,779
-16%
减持
IGSB
ISHARES TR
-$65.2K
11,059
-10%
减持
EW
EDWARDS LIFESCIENCES CORP
-$64.3K
12,170
-0%
减持
LYG
LLOYDS BANKING GROUP PLC
-$63.2K
14,478
-44%
减持
SPSB
SPDR SERIES TRUST
-$62.5K
7,206
-22%
减持
NOC
NORTHROP GRUMMAN CORP
+$61.6K
540
-1%
增持
RTX
RTX CORPORATION
+$61.5K
3,227
+5%
增持
WPC
WP CAREY INC
+$59.9K
4,609
+17%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$59.3K
894
-6%
减持
ITA
ISHARES TR
-$59.1K
2,422
-12%
减持
IWP
ISHARES TR
-$58.2K
6,012
-1%
增持
BIV
VANGUARD BD INDEX FDS
+$56.5K
3,436
+28%
增持
JMIA
JUMIA TECHNOLOGIES AG
-$56.4K
18,075
+25%
增持
ESGV
VANGUARD WORLD FD
+$53.9K
3,079
+28%
减持
CAT
CATERPILLAR INC
+$51.5K
518
-7%
增持
NOBL
PROSHARES TR
+$50.4K
6,823
+6%
