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Activest Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Activest Wealth Management
报告期 2026-03-31 · CIK 0001883134
持仓数
1,359
前50大市值合计
$493.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
21Q3
21Q2
21Q1
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 24
增持 120
减持 5
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$41.8M
241,210
+121%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$16.5M
238,629
+142%
增持
QQQ
INVESCO QQQ TR
+$13.4M
121,796
+113%
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
XLV
SELECT SECTOR SPDR TR
+$11.4M
153,592
+154%
增持
MOAT
VANECK ETF TRUST
+$11.3M
338,704
+146%
增持
VOO
VANGUARD INDEX FDS
+$7.3M
51,292
+104%
增持
AAPL
APPLE INC
+$2.2M
42,041
+106%
增持
IWM
ISHARES TR
+$1.8M
21,088
+144%
增持
AMZN
AMAZON COM INC
+$1.6M
36,246
+4644%
增持
SNX
TD SYNNEX CORPORATION
+$1.3M
33,970
+101%
增持
XLP
SELECT SECTOR SPDR TR
+$1.3M
32,874
+136%
增持
AAXJ
ISHARES TR
+$1.3M
31,214
+165%
增持
KWEB
KRANESHARES TR
+$1.1M
55,551
+116%
增持
GLD
SPDR GOLD TR
+$1.0M
9,009
+248%
增持
XLF
SELECT SECTOR SPDR TR
+$1.0M
81,578
+101%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$914.0K
91,470
+100%
增持
GOOGL
ALPHABET INC
+$763.0K
864
+114%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$750.0K
36,205
+120%
增持
TSLA
TESLA INC
+$708.0K
1,853
+271%
增持
PREF
PRINCIPAL EXCHANGE-TRADED FD
+$666.0K
67,840
+155%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$654.0K
5,436
+131%
增持
ACWI
ISHARES TR
+$646.0K
17,146
+116%
增持
PFFD
GLOBAL X FDS
+$635.0K
67,292
+99%
增持
GOOG
ALPHABET INC
+$621.0K
660
+123%
建仓
FAS
DIREXION SHS ETF TR
+$568.0K
9,000
增持
VTV
VANGUARD INDEX FDS
+$524.0K
9,024
+100%
增持
HYG
ISHARES TR
+$519.0K
18,760
+79%
增持
MSFT
MICROSOFT CORP
+$496.0K
4,226
+121%
增持
IJR
ISHARES TR
+$493.0K
9,514
+166%
增持
EMB
ISHARES TR
+$464.0K
13,383
+93%
增持
SLV
ISHARES SILVER TR
+$448.0K
40,744
+199%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$443.0K
1,949
+327%
增持
CEMB
ISHARES INC
+$407.0K
20,668
+100%
增持
META
META PLATFORMS INC
+$396.0K
6,979
+113%
增持
XLY
SELECT SECTOR SPDR TR
+$378.0K
7,486
+113%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$352.0K
6,809
+149%
增持
NVDA
NVIDIA CORPORATION
+$304.0K
4,872
+205%
建仓
UYG
PROSHARES TR
+$302.0K
7,000
增持
XLK
SELECT SECTOR SPDR TR
+$294.0K
6,190
+100%
增持
IWF
ISHARES TR
+$277.0K
3,170
+111%
建仓
TQQQ
PROSHARES TR
+$264.0K
11,000
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$251.0K
2,639
+165%
增持
VHT
VANGUARD WORLD FDS
+$230.0K
2,124
+100%
增持
CRM
SALESFORCE INC
+$224.0K
2,768
+153%
增持
—
FTC SOLAR INC
+$202.0K
98,548
+215%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$200.0K
3,364
建仓
SPSB
SPDR SER TR
+$200.0K
6,730
增持
IXC
ISHARES TR
+$198.0K
6,674
+749%
增持
VTI
VANGUARD INDEX FDS
+$197.0K
2,630
+100%
建仓
BND
VANGUARD BD INDEX FDS
+$196.0K
2,614
增持
DBEU
DBX ETF TR
+$195.0K
14,904
+86%
增持
IVV
ISHARES TR
+$167.0K
1,086
+101%
增持
IWO
ISHARES TR
+$162.0K
1,438
+174%
增持
ARKK
ARK ETF TR
-$160.0K
6,415
+2%
增持
EEM
ISHARES TR
+$158.0K
6,100
+220%
增持
V
VISA INC
+$155.0K
1,142
+263%
增持
CXSE
WISDOMTREE TR
+$145.0K
6,360
+101%
增持
BABA
ALIBABA GROUP HLDG LTD
+$142.0K
1,959
+163%
增持
IHI
ISHARES TR
+$139.0K
10,960
+62%
建仓
USHY
ISHARES TR
+$138.0K
3,998
建仓
PAVE
GLOBAL X FDS
+$132.0K
5,799
增持
XLU
SELECT SECTOR SPDR TR
+$130.0K
3,924
+100%
增持
—
BURGERFI INTERNATIONAL INC
+$121.0K
106,000
+100%
增持
SOXX
ISHARES TR
+$116.0K
1,016
+100%
增持
PPLT
ABRDN PLATINUM ETF TRUST
+$116.0K
1,853
+353%
增持
LQD
ISHARES TR
+$116.0K
1,398
+347%
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$116.0K
1,132
增持
AMD
ADVANCED MICRO DEVICES INC
+$113.0K
2,614
+228%
增持
HEDJ
WISDOMTREE TR
+$112.0K
15,187
+27%
增持
SMH
VANECK ETF TRUST
+$111.0K
1,612
+100%
增持
—
ETF MANAGERS TR
+$106.0K
4,336
+251%
增持
T
AT&T INC
+$105.0K
8,378
+182%
增持
PTA
COHEN & STEERS TAX ADVAN PFD
+$104.0K
12,602
+104%
增持
GMF
SPDR INDEX SHS FDS
+$102.0K
2,008
+112%
增持
LIT
GLOBAL X FDS
+$97.0K
2,306
+152%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$95.0K
5,338
+100%
增持
IWD
ISHARES TR
+$94.0K
1,056
+190%
建仓
PICK
ISHARES INC
+$93.0K
2,617
增持
MA
MASTERCARD INCORPORATED
+$80.0K
501
+130%
增持
SHYG
ISHARES TR
+$80.0K
4,360
+100%
增持
NOBL
PROSHARES TR
+$78.0K
1,000
+1251%
增持
XLB
SELECT SECTOR SPDR TR
+$78.0K
2,644
+102%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$78.0K
1,536
增持
JBLU
JETBLUE AWYS CORP
+$77.0K
15,022
+354%
增持
LI
LI AUTO INC
+$75.0K
2,904
+100%
建仓
FDNI
FIRST TR EXCHANGE TRADED FD
+$75.0K
3,147
增持
—
EXXON MOBIL CORP
+$73.0K
1,501
+123%
减持
WMT
WALMART INC
-$70.0K
146
-75%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$70.0K
728
-55%
建仓
STIP
ISHARES TR
+$70.0K
692
增持
SPEM
SPDR INDEX SHS FDS
+$69.0K
4,484
+100%
增持
DBX
DROPBOX INC
+$68.0K
7,200
+100%
增持
PFL
PIMCO INCOME STRATEGY FD
+$66.0K
17,200
+100%
增持
MELI
MERCADOLIBRE INC
+$65.0K
120
+1233%
增持
IVE
ISHARES TR
+$65.0K
828
+165%
增持
BTX
BLACKROCK INNOVATION AND GRW
+$62.0K
9,602
+668%
建仓
GUNR
FLEXSHARES TR
+$60.0K
1,506
增持
IGV
ISHARES TR
+$59.0K
606
+100%
增持
DIS
DISNEY WALT CO
+$59.0K
1,692
+182%
增持
ISCG
ISHARES TR
+$59.0K
4,488
+100%
增持
SPG
SIMON PPTY GROUP INC NEW
+$58.0K
2,010
+100%
建仓
HDV
ISHARES TR
+$58.0K
575
建仓
—
VANECK ETF TRUST
+$57.0K
10,000
增持
XLE
SELECT SECTOR SPDR TR
+$54.0K
2,456
+54%
建仓
MCD
MCDONALDS CORP
+$54.0K
219
增持
O
REALTY INCOME CORP
+$52.0K
1,564
+100%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$52.0K
1,352
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$52.0K
8,518
+105%
增持
SAN
BANCO SANTANDER S.A.
+$49.0K
27,776
+235%
增持
BA
BOEING CO
+$47.0K
518
+318%
建仓
BKD
BROOKDALE SR LIVING INC
+$46.0K
10,000
增持
BAC
BK OF AMERICA CORP
+$45.0K
2,659
+186%
增持
—
ETF MANAGERS TR
+$45.0K
2,550
+100%
建仓
—
DIREXION SHS ETF TR
+$45.0K
5,000
建仓
NFRA
FLEXSHARES TR
+$44.0K
858
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$44.0K
246
+146%
增持
UNH
UNITEDHEALTH GROUP INC
+$44.0K
256
+48%
增持
CVX
CHEVRON CORP NEW
+$43.0K
610
+123%
增持
VWOB
VANGUARD WHITEHALL FDS
+$43.0K
1,618
+100%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$43.0K
2,106
+100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$42.0K
48
-62%
增持
XBI
SPDR SER TR
+$42.0K
1,388
+100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$41.0K
3,604
+100%
清仓
IVOV
VANGUARD ADMIRAL FDS INC
-$41.0K
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$41.0K
206
增持
IUSB
ISHARES TR
+$39.0K
1,740
+100%
增持
JPM
JPMORGAN CHASE & CO
+$39.0K
462
+391%
增持
FBND
FIDELITY MERRIMACK STR TR
+$39.0K
1,746
+100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$38.0K
532
减持
IBB
ISHARES TR
-$38.0K
1,193
-13%
减持
COST
COSTCO WHSL CORP NEW
-$38.0K
209
-12%
增持
ARKW
ARK ETF TR
+$38.0K
1,955
+194%
增持
DVN
DEVON ENERGY CORP NEW
+$37.0K
1,410
+101%
增持
SAM
BOSTON BEER INC
+$37.0K
140
+833%
增持
BFOR
ALPS ETF TR
+$36.0K
1,740
+100%
增持
QCOM
QUALCOMM INC
+$35.0K
602
+125%
增持
TGT
TARGET CORP
+$35.0K
603
+156%
增持
HCA
HCA HEALTHCARE INC
+$34.0K
204
+10100%
增持
C
CITIGROUP INC
+$32.0K
1,234
+179%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$31.0K
336
+100%
增持
WFC
WELLS FARGO CO NEW
+$31.0K
1,624
+138%
增持
MDLZ
MONDELEZ INTL INC
+$29.0K
914
+100%
增持
VUG
VANGUARD INDEX FDS
+$29.0K
188
+327%
增持
SDY
SPDR SER TR
+$29.0K
540
+100%
建仓
SCHP
SCHWAB STRATEGIC TR
+$28.0K
508
增持
JETS
ETF SER SOLUTIONS
+$28.0K
5,964
+84%
增持
ORCL
ORACLE CORP
+$28.0K
1,014
+101%
增持
LYFT
LYFT INC
+$28.0K
5,488
+380%
增持
ITW
ILLINOIS TOOL WKS INC
+$28.0K
366
+101%
增持
SHOP
SHOPIFY INC
+$27.0K
2,334
+3436%
