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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 59
增持 23
减持 6
清仓 62
方向
标的
Δ市值
现股数(环比)
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$32.2M
191,732
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$21.7M
0
-100%
清仓
MOAT
VANECK ETF TRUST
-$14.7M
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。
建仓
GDX
VANECK ETF TRUST
+$14.4M
210,700
增持
XLB
SELECT SECTOR SPDR TR
+$13.4M
141,343
+10424%
清仓
XLV
SELECT SECTOR SPDR TR
-$9.5M
0
-100%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$9.2M
0
-100%
建仓
OEF
ISHARES TR
+$7.9M
87,637
减持
SPY
SPDR S&P 500 ETF TR
-$7.6M
106,070
-2%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$5.6M
0
-100%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$5.1M
112,432
减持
AAPL
APPLE INC
-$2.2M
20,678
-9%
清仓
PREF
PRINCIPAL EXCHANGE TRADED FD
-$2.0M
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$1.8M
0
-100%
增持
QQQ
INVESCO QQQ TR
-$1.8M
34,394
+0%
清仓
ACWI
ISHARES TR
-$1.7M
0
-100%
清仓
AAXJ
ISHARES TR
-$1.5M
0
-100%
建仓
GOVI
INVESCO EXCH TRADED FD TR II
+$1.5M
58,712
增持
SNX
TD SYNNEX CORPORATION
-$1.4M
15,368
+0%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$1.3M
28,847
+1442250%
清仓
VHT
VANGUARD WORLD FDS
-$1.2M
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
清仓
IWM
ISHARES TR
-$1.1M
0
-100%
建仓
YLD
PRINCIPAL EXCHANGE TRADED FD
+$1.1M
62,662
建仓
FSK
FS KKR CAP CORP
+$904.7K
45,312
建仓
—
GLOBAL X FDS
+$874.9K
34,604
清仓
GOOGL
ALPHABET INC
-$849.4K
0
-100%
清仓
HYG
ISHARES TR
-$794.6K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$768.8K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$726.7K
0
-100%
清仓
EMB
ISHARES TR
-$712.4K
0
-100%
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$703.4K
0
-100%
清仓
PFFD
GLOBAL X FDS
-$657.3K
0
-100%
建仓
EWA
ISHARES INC
+$532.1K
11,014
增持
GOOG
ALPHABET INC
+$466.1K
9,900
+271%
清仓
CEMB
ISHARES INC
-$450.1K
0
-100%
清仓
IVV
ISHARES TR
-$449.2K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$434.9K
744
-65%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$407.9K
2,052
清仓
—
BLACKSTONE MORTGAGE TRUST IN
-$386.9K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$384.0K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$376.3K
0
-100%
清仓
TSLA
TESLA INC
-$354.9K
0
-100%
建仓
XNTK
SPDR SER TR
+$346.6K
8,374
清仓
XLY
SELECT SECTOR SPDR TR
-$337.1K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$289.1K
17,997
+29%
增持
AMZN
AMAZON COM INC
+$240.9K
17,311
+1%
清仓
IHI
ISHARES TR
-$236.7K
0
-100%
清仓
SOXX
ISHARES TR
-$226.8K
0
-100%
清仓
IWF
ISHARES TR
-$215.5K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$204.9K
0
-100%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$204.3K
2,652
增持
—
FTC SOLAR INC
+$203.7K
46,136
+113%
清仓
SPSB
SPDR SER TR
-$201.0K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$199.9K
0
-100%
建仓
—
TESLA INC
+$190.7K
1,311
清仓
VIOO
VANGUARD ADMIRAL FDS INC
-$163.1K
0
-100%
清仓
HEDJ
WISDOMTREE TR
-$161.8K
0
-100%
清仓
IJR
ISHARES TR
-$153.9K
0
-100%
减持
MSFT
MICROSOFT CORP
-$153.8K
1,610
-15%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$150.1K
1,872
建仓
VCR
VANGUARD WORLD FDS
+$147.8K
802
清仓
IXC
ISHARES TR
-$141.9K
0
-100%
建仓
BLV
VANGUARD BD INDEX FDS
+$139.4K
1,833
建仓
DTD
WISDOMTREE TR
+$135.0K
1,917
清仓
BND
VANGUARD BD INDEX FDS
-$133.6K
0
-100%
增持
CRM
SALESFORCE INC
+$127.5K
835
+212%
清仓
SMH
VANECK ETF TRUST
-$116.5K
0
-100%
建仓
—
KRANESHARES TR
+$109.2K
1,889
建仓
SPEU
SPDR INDEX SHS FDS
+$103.6K
1,135
建仓
—
DROPBOX INC
+$100.0K
3,600
建仓
—
PROCAPS GROUP
+$96.4K
10,000
建仓
—
CUENTAS INC
+$95.4K
266
清仓
RSPG
INVESCO EXCHANGE TRADED FD T
-$93.9K
0
-100%
清仓
SHYG
ISHARES TR
-$90.9K
0
-100%
清仓
KWEB
KRANESHARES TR
-$88.8K
0
-100%
清仓
DBEU
DBX ETF TR
-$88.0K
0
-100%
清仓
JNK
SPDR SER TR
-$83.9K
0
-100%
建仓
—
ETF MANAGERS TR
+$80.4K
1,619
清仓
VTI
VANGUARD INDEX FDS
-$79.2K
0
-100%
清仓
DBX
DROPBOX INC
-$77.8K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$77.5K
0
-100%
清仓
PFF
ISHARES TR
-$76.8K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$76.4K
0
-100%
清仓
GMF
SPDR INDEX SHS FDS
-$73.2K
0
-100%
建仓
DBEM
DBX ETF TR
+$69.1K
2,082
建仓
EKG
FIRST TR EXCHANGE-TRADED FD
+$68.9K
741
清仓
EEM
ISHARES TR
-$66.2K
0
-100%
清仓
EQAL
INVESCO EXCH TRADED FD TR II
-$66.0K
0
-100%
增持
DIS
DISNEY WALT CO
+$65.9K
1,163
+4%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$62.1K
1,278
-52%
建仓
—
COINBASE GLOBAL INC
+$61.9K
303
清仓
IBB
ISHARES TR
-$60.8K
0
-100%
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$60.0K
1,197
清仓
LIT
GLOBAL X FDS
-$59.1K
0
-100%
清仓
—
ETF MANAGERS TR
-$57.5K
0
-100%
增持
BIIB
BIOGEN INC
+$56.3K
218
+1353%
建仓
—
ROYAL CARIBBEAN GROUP
+$56.2K
596
清仓
IWD
ISHARES TR
-$56.0K
0
-100%
建仓
FCOR
FIDELITY MERRIMACK STR TR
+$52.6K
1,001
增持
PTA
COHEN & STEERS TAX ADVAN PFD
+$51.1K
6,876
+3%
增持
SPG
SIMON PPTY GROUP INC NEW
+$50.8K
1,047
+172%
减持
META
META PLATFORMS INC
-$47.5K
1,834
-27%
清仓
BFOR
ALPS ETF TR
-$47.4K
0
-100%
建仓
—
ADVANCED MICRO DEVICES INC
+$47.2K
437
建仓
AMT
AMERICAN TOWER CORP NEW
+$46.1K
237
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$45.5K
0
-100%
建仓
—
SHOPIFY INC
+$45.1K
608
增持
BTX
BLACKROCK INNOVATION AND GRW
+$44.0K
3,839
+3%
清仓
SAN
BANCO SANTANDER S.A.
-$43.9K
0
-100%
增持
AVGO
BROADCOM INC
+$42.0K
51
+2450%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$40.9K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$40.7K
714
+437%
清仓
IUSB
ISHARES TR
-$40.7K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$40.7K
195
+44%
建仓
LDOS
LEIDOS HOLDINGS INC
+$40.0K
466
建仓
CTVA
CORTEVA INC
+$40.0K
708
建仓
PAYC
PAYCOM SOFTWARE INC
+$40.0K
124
建仓
PTC
PTC INC
+$40.0K
282
建仓
—
WESTERN DIGITAL CORP.
+$40.0K
1,026
建仓
ZTS
ZOETIS INC
+$40.0K
236
建仓
—
CERIDIAN HCM HLDG INC
+$40.0K
594
建仓
REGN
REGENERON PHARMACEUTICALS
+$40.0K
51
增持
ADI
ANALOG DEVICES INC
+$39.9K
214
+21300%
建仓
MRK
MERCK & CO INC
+$39.9K
361
建仓
FTNT
FORTINET INC
+$39.9K
557
建仓
—
ACTIVISION BLIZZARD INC
+$39.9K
488
建仓
—
MICROCHIP TECHNOLOGY INC.
+$39.9K
473
建仓
FIS
FIDELITY NATL INFORMATION SV
+$39.9K
728
建仓
—
SOLAREDGE TECHNOLOGIES INC
+$39.9K
157
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$39.9K
287
建仓
EA
ELECTRONIC ARTS INC
+$39.9K
315
建仓
LLY
LILLY ELI & CO
+$39.9K
88
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$39.9K
144
建仓
—
ENPHASE ENERGY INC
+$39.8K
234
建仓
KLAC
KLA CORP
+$39.8K
86
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$39.8K
116
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$39.8K
172
建仓
ROP
ROPER TECHNOLOGIES INC
+$39.7K
87
建仓
TYL
TYLER TECHNOLOGIES INC
+$39.6K
101
建仓
AADR
ADVISORSHARES TR
+$39.6K
2,403
建仓
—
BOOKING HOLDINGS INC
+$39.4K
15
增持
FISV
FISERV INC
+$39.1K
384
+653%
增持
ABT
ABBOTT LABS
+$38.5K
526
+246%
清仓
AGG
ISHARES TR
-$37.4K
0
-100%
增持
QCOM
QUALCOMM INC
+$37.3K
465
+278%
增持
BSX
BOSTON SCIENTIFIC CORP
+$37.3K
1,039
+245%
建仓
—
ILLUMINA INC
+$36.9K
80
增持
ARKK
ARK ETF TR
+$36.3K
1,338
+423%
清仓
LI
LI AUTO INC
-$36.2K
0
-100%