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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 65
增持 13
减持 34
清仓 38
方向
标的
Δ市值
现股数(环比)
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$32.2M
0
-100%
建仓
RSP
INVESCO
+$22.4M
158,111
建仓
MOAT
VANECK
+$17.0M
224,322
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
GDX
VANECK ETF TRUST
-$14.4M
0
-100%
减持
XLB
SELECT SECTOR
-$13.4M
1,357
-99%
建仓
RSPT
INVESCO
+$10.4M
367,772
减持
SPY
SPDR
+$8.5M
104,368
-2%
建仓
XLV
SELECT SECTOR
+$7.9M
61,577
清仓
OEF
ISHARES TR
-$7.9M
0
-100%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$5.1M
0
-100%
建仓
DFAT
DIMENSIONAL
+$5.0M
108,426
建仓
HYG
ISHARES
+$2.9M
38,991
建仓
ACWI
ISHARES
+$2.3M
24,881
增持
AAPL
APPLE INC
+$2.2M
21,364
+3%
增持
SNX
TD SYNNEX CORPORATION
+$1.9M
19,448
+27%
减持
QQQ
INVESCO QQQ TR
+$1.6M
29,964
-13%
建仓
AAXJ
ISHARES
+$1.6M
25,874
建仓
PREF
PRINCIPAL
+$1.5M
91,408
清仓
GOVI
INVESCO EXCH TRADED FD TR II
-$1.5M
0
-100%
减持
VNQI
VANGUARD
-$1.3M
2
-100%
建仓
VRP
INVESCO
+$1.2M
55,634
建仓
VWO
VANGUARD
+$1.2M
31,209
建仓
XLF
SELECT SECTOR
+$1.2M
35,524
建仓
IWM
ISHARES
+$1.1M
6,411
清仓
YLD
PRINCIPAL EXCHANGE TRADED FD
-$1.1M
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$981.1K
16,450
-9%
建仓
GOOGL
ALPHABET INC
+$921.0K
7,038
清仓
—
GLOBAL X FDS
-$874.9K
0
-100%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$722.7K
2,063
清仓
EWA
ISHARES INC
-$532.1K
0
-100%
建仓
EMB
ISHARES
+$531.7K
6,444
建仓
IVV
ISHARES
+$477.3K
1,111
建仓
IWF
ISHARES
+$468.6K
1,762
建仓
XLP
SELECT SECTOR
+$464.5K
6,750
建仓
CEMB
ISHARES
+$451.9K
10,686
减持
GOOG
ALPHABET INC
-$413.3K
2,438
-75%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$407.9K
0
-100%
建仓
VTV
VANGUARD
+$363.0K
2,631
清仓
XNTK
SPDR SER TR
-$346.6K
0
-100%
建仓
IJR
ISHARES
+$334.2K
3,543
建仓
XLI
SELECT SECTOR
+$320.5K
3,162
建仓
TSLA
TESLA
+$303.8K
1,214
建仓
SOXX
ISHARES
+$243.4K
514
增持
META
META PLATFORMS INC
+$237.5K
2,368
+29%
建仓
VUG
VANGUARD
+$227.9K
837
增持
NVDA
NVIDIA
+$207.8K
826
+11%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$204.3K
0
-100%
建仓
SPSB
SPDR
+$203.6K
6,944
建仓
VCSH
VANGUARD
+$200.9K
2,674
清仓
—
TESLA INC
-$190.7K
0
-100%
建仓
VHT
VANGUARD
+$188.6K
802
减持
FSK
FS KKR CAP CORP
-$188.1K
36,397
-20%
建仓
XLY
SELECT SECTOR
+$174.9K
1,087
建仓
VIOO
VANGUARD
+$163.5K
1,871
建仓
IHI
ISHARES
+$159.3K
3,285
建仓
MORN
MORNINGSTAR INC
+$159.3K
680
增持
—
FTC SOLAR INC
-$158.8K
70,488
+53%
建仓
XLE
SELECT SECTOR
+$156.5K
1,732
建仓
RSPG
INVESCO
+$155.1K
2,022
建仓
HEDJ
WISDOMTREE TR
+$151.4K
3,834
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$150.1K
0
-100%
清仓
VCR
VANGUARD WORLD FDS
-$147.8K
0
-100%
清仓
BLV
VANGUARD BD INDEX FDS
-$139.4K
0
-100%
清仓
DTD
WISDOMTREE TR
-$135.0K
0
-100%
建仓
BND
VANGUARD
+$128.9K
1,847
建仓
XLK
SELECT SECTOR
+$125.9K
768
清仓
—
KRANESHARES TR
-$109.2K
0
-100%
增持
C
CITIGROUP INC
+$104.6K
3,248
+625%
清仓
SPEU
SPDR INDEX SHS FDS
-$103.6K
0
-100%
清仓
—
DROPBOX INC
-$100.0K
0
-100%
建仓
DBX
DROPBOX INC
+$98.0K
3,600
清仓
PFL
PIMCO INCOME STRATEGY FD
-$98.0K
0
-100%
清仓
—
CUENTAS INC
-$95.4K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$93.8K
0
-100%
建仓
SHYG
ISHARES
+$89.4K
2,180
减持
CRM
SALESFORCE INC
-$89.3K
448
-46%
建仓
—
SEAGEN INC
+$88.5K
417
建仓
PFFD
GLOBAL
+$86.8K
4,616
增持
DIA
SPDR
+$83.9K
557
+22%
建仓
VTI
VANGUARD
+$83.7K
394
建仓
SDY
SPDR
+$82.8K
720
建仓
JNK
SPDR
+$81.7K
904
清仓
—
ETF MANAGERS TR
-$80.4K
0
-100%
增持
DIS
DISNEY WALT CO
-$79.8K
1,185
+2%
建仓
PFF
ISHARES
+$74.8K
2,482
建仓
DBEU
DBX
+$73.8K
2,082
清仓
DBEM
DBX ETF TR
-$69.1K
0
-100%
清仓
EKG
FIRST TR EXCHANGE-TRADED FD
-$68.9K
0
-100%
建仓
XLC
SELECT SECTOR
+$68.7K
1,047
建仓
EQAL
INVESCO
+$65.9K
1,653
建仓
F
FORD MTR CO DEL
+$64.8K
5,218
增持
COST
COSTCO WHSL CORP NEW
+$63.8K
155
+1%
清仓
—
COINBASE GLOBAL INC
-$61.9K
0
-100%
建仓
PFE
PFIZER INC
+$60.4K
1,821
建仓
JPST
J
+$60.1K
1,197
减持
MSFT
MICROSOFT
+$60.0K
1,412
-12%
清仓
JMEE
J P MORGAN EXCHANGE TRADED F
-$60.0K
0
-100%
建仓
IBB
ISHARES
+$58.0K
474
建仓
IWD
ISHARES
+$56.8K
374
减持
BIIB
BIOGEN INC
-$56.6K
15
-93%
建仓
LIT
GLOBAL
+$54.1K
981
建仓
LQD
ISHARES
+$53.8K
527
清仓
FCOR
FIDELITY MERRIMACK STR TR
-$52.6K
0
-100%
增持
SLB
SCHLUMBERGER LTD
+$51.2K
965
+211%
减持
AMZN
AMAZON COM INC
+$50.8K
15,942
-8%
建仓
FDN
FIRST
+$50.4K
316
建仓
—
ELASTIC N V
+$50.4K
620
减持
—
ASPEN TECHNOLOGY INC
-$50.0K
0
-100%
建仓
JEPI
J
+$49.4K
922
减持
ADBE
ADOBE INC
-$47.9K
87
-55%
清仓
—
ADVANCED MICRO DEVICES INC
-$47.2K
0
-100%
建仓
GMF
SPDR
+$47.0K
483
建仓
—
ADECOAGRO S A
+$46.1K
3,946
增持
BTX
BLACKROCK INNOVATION AND GRW
-$45.3K
3,915
+2%
清仓
—
SHOPIFY INC
-$45.1K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$44.8K
64
-91%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$44.0K
1,011
增持
PTA
COHEN & STEERS TAX
-$43.5K
7,032
+2%
减持
MRNA
MODERNA INC
-$43.1K
231
-58%
减持
AVGO
BROADCOM INC
-$41.6K
2
-96%
减持
AMT
AMERICAN TOWER CORP NEW
-$41.3K
29
-88%
建仓
EEM
ISHARES
+$40.4K
1,065
建仓
—
CERIDIAN HCM
+$40.3K
594
增持
MRVL
MARVELL TECHNOLOGY INC
+$40.2K
894
+851%
减持
CTVA
CORTEVA INC
-$40.0K
0
-100%
减持
PAYC
PAYCOM SOFTWARE INC
-$40.0K
0
-100%
减持
PTC
PTC
-$40.0K
0
-100%
清仓
—
WESTERN DIGITAL CORP.
-$40.0K
0
-100%
减持
ZTS
ZOETIS INC
-$40.0K
0
-100%
清仓
—
CERIDIAN HCM HLDG INC
-$40.0K
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
-$40.0K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$40.0K
1
-100%
减持
MRK
MERCK & CO INC
-$39.9K
0
-100%
减持
—
ACTIVISION BLIZZARD INC
-$39.9K
0
-100%
清仓
—
MICROCHIP TECHNOLOGY INC.
-$39.9K
0
-100%
减持
FIS
FIDELITY NATL INFORMATION SV
-$39.9K
0
-100%
清仓
—
SOLAREDGE TECHNOLOGIES INC
-$39.9K
0
-100%
减持
TTWO
TAKE-TWO INTERACTIVE
-$39.9K
0
-100%
减持
EA
ELECTRONIC ARTS INC
-$39.9K
0
-100%
减持
LLY
ELI LILLY & CO
-$39.9K
0
-100%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$39.9K
0
-100%
清仓
—
ENPHASE ENERGY INC
-$39.8K
0
-100%
减持
KLAC
KLA CORP
-$39.8K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS
-$39.8K
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$39.8K
0
-100%
清仓
TYL
TYLER TECHNOLOGIES INC
-$39.6K
0
-100%
清仓
AADR
ADVISORSHARES TR
-$39.6K
0
-100%
清仓
—
BOOKING HOLDINGS INC
-$39.4K
0
-100%
建仓
IUSB
ISHARES
+$39.3K
899
减持
FISV
FISERV INC
-$39.1K
51
-87%