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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 44
增持 50
减持 55
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$6.5M
110,781
+2%
增持
USFR
WISDOMTREE TR
+$4.1M
81,258
建仓
AMZN
AMAZON COM INC
+$3.7M
20,464
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
JNK
SPDR SER TR
-$2.5M
905
-97%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$2.0M
406,052
+8%
增持
MOAT
VANECK ETF TRUST
+$1.9M
251,726
+3%
减持
EMB
ISHARES TR
-$1.9M
5,623
-79%
增持
QQQ
INVESCO QQQ TR
+$1.9M
31,088
+7%
减持
VWOB
VANGUARD WHITEHALL FDS
-$1.4M
0
-100%
建仓
IBIT
ISHARES BITCOIN TR
+$1.4M
34,060
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
3,274
增持
META
META PLATFORMS INC
+$1.3M
3,752
+179%
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$1.1M
55,027
-55%
减持
PFFD
GLOBAL X FDS
-$1.1M
30,613
-65%
减持
EQAL
INVESCO EXCH TRADED FD TR II
-$754.8K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$737.9K
144,820
-4%
减持
VOO
VANGUARD INDEX FDS
+$728.0K
19,009
-1%
增持
GOOGL
ALPHABET INC
+$677.9K
11,347
+53%
增持
HYG
ISHARES TR
+$636.9K
12,603
+185%
增持
DFAT
DIMENSIONAL ETF TRUST
+$617.9K
128,904
+5%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$616.1K
58,280
+75%
减持
AGG
ISHARES TR
-$578.8K
276
-95%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$536.1K
18,371
+1303%
建仓
AVEM
AMERICAN CENTY ETF TR
+$535.9K
9,246
减持
SNX
TD SYNNEX CORPORATION
-$458.7K
14,448
-26%
增持
XLI
SELECT SECTOR SPDR TR
+$408.5K
6,118
+93%
减持
AAXJ
ISHARES TR
-$403.1K
23,728
-21%
增持
CEMB
ISHARES INC
+$400.4K
10,878
+476%
建仓
VNQ
VANGUARD INDEX FDS
+$393.7K
4,553
增持
XLF
SELECT SECTOR SPDR TR
+$390.4K
41,054
+15%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$376.8K
7,406
+687%
增持
XLP
SELECT SECTOR SPDR TR
+$341.6K
10,316
+67%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
+$327.3K
36,536
+1032%
增持
HPS
HANCOCK JOHN PFD INCOME FD I
+$310.7K
22,167
+900%
增持
XLY
SELECT SECTOR SPDR TR
+$295.1K
2,423
+188%
增持
AAPL
APPLE INC
+$293.6K
25,280
+20%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$273.3K
23,052
+1352%
增持
ARCC
ARES CAPITAL CORP
+$266.9K
14,882
+595%
减持
XLV
SELECT SECTOR SPDR TR
-$258.2K
18,954
-15%
增持
NVDA
NVIDIA CORPORATION
+$250.2K
561
+8%
增持
AMLP
ALPS ETF TR
+$239.4K
6,091
+421%
建仓
SLV
ISHARES SILVER TR
+$226.1K
9,937
增持
ACWI
ISHARES TR
+$209.7K
24,571
+0%
增持
SMH
VANECK ETF TRUST
+$208.7K
1,036
+640%
减持
MORN
MORNINGSTAR INC
-$194.7K
0
-100%
建仓
FTXN
FIRST TR EXCHANGE-TRADED FD
+$178.4K
5,524
增持
FSK
FS KKR CAP CORP
+$172.3K
40,980
+34%
增持
MSFT
MICROSOFT CORP
+$161.1K
1,942
+11%
建仓
PTA
COHEN & STEERS TAX ADVAN PFD
+$144.1K
7,347
增持
PANW
PALO ALTO NETWORKS INC
+$141.6K
542
+1190%
建仓
BND
VANGUARD BD INDEX FDS
+$136.5K
1,879
建仓
SCHD
SCHWAB STRATEGIC TR
+$131.4K
1,630
增持
ARKF
ARK ETF TR
+$130.6K
4,331
+15368%
建仓
ARKW
ARK ETF TR
+$115.5K
1,386
增持
DIS
DISNEY WALT CO
+$112.4K
1,791
+52%
减持
IJR
ISHARES TR
-$111.2K
2,481
-30%
增持
STWD
STARWOOD PPTY TR INC
+$106.1K
5,391
+3167%
建仓
CORP
PIMCO ETF TR
+$99.9K
1,040
增持
HYD
VANECK ETF TRUST
+$98.1K
1,879
+93850%
建仓
COIN
COINBASE GLOBAL INC
+$90.7K
342
增持
XLE
SELECT SECTOR SPDR TR
+$76.5K
3,099
+20%
减持
AIA
ISHARES TR
-$73.2K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$71.1K
1,875
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$70.5K
17,135
-10%
增持
IWF
ISHARES TR
+$70.3K
1,795
+2%
减持
—
ELASTIC N V
-$69.8K
1
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$67.1K
372
减持
JPM
JPMORGAN CHASE & CO
-$66.6K
37
-92%
建仓
LYFT
LYFT INC
+$65.3K
3,375
减持
FTNT
FORTINET INC
-$64.7K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$63.5K
2,855
+6%
减持
F
FORD MTR CO DEL
-$62.4K
161
-97%
建仓
AVDE
AMERICAN CENTY ETF TR
+$59.8K
938
增持
XLU
SELECT SECTOR SPDR TR
+$57.3K
945
+1160%
建仓
SAN
BANCO SANTANDER S.A.
+$55.6K
11,487
减持
—
ROYAL CARIBBEAN GROUP
-$53.0K
81
-84%
增持
SOXX
ISHARES TR
+$52.9K
1,552
+200%
增持
—
UBS GROUP AG
+$52.5K
1,817
+1537%
减持
IUSG
ISHARES TR
-$52.0K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$51.5K
4
-97%
建仓
BA
BOEING CO
+$49.0K
254
增持
XLC
SELECT SECTOR SPDR TR
+$48.8K
1,524
+46%
减持
GOOG
ALPHABET INC
-$48.7K
2,904
-17%
增持
XLK
SELECT SECTOR SPDR TR
+$47.9K
1,078
+18%
建仓
WFC
WELLS FARGO CO NEW
+$47.1K
812
减持
PM
PHILIP MORRIS INTL INC
-$47.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$47.0K
141
-70%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$46.5K
244
减持
IBB
ISHARES TR
-$45.3K
474
-42%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$44.5K
24
-79%
建仓
TX
TERNIUM SA
+$44.0K
1,057
增持
MO
ALTRIA GROUP INC
+$43.6K
1,184
+492%
减持
IVV
ISHARES TR
+$40.4K
1,095
-2%
建仓
HCA
HCA HEALTHCARE INC
+$40.1K
120
建仓
—
DESPEGAR COM CORP
+$39.3K
3,288
增持
NFLX
NETFLIX INC
+$39.3K
164
+32%
建仓
LLY
ELI LILLY & CO
+$38.9K
50
增持
MU
MICRON TECHNOLOGY INC
+$38.9K
376
+488%
减持
GLD
SPDR GOLD TR
+$38.2K
4,411
-3%
减持
PKB
INVESCO EXCHANGE TRADED FD T
-$37.9K
0
-100%
增持
MELI
MERCADOLIBRE INC
+$37.8K
36
+227%
建仓
—
CORPORACION AMER ARPTS S A
+$36.6K
2,178
减持
GMF
SPDR INDEX SHS FDS
-$36.3K
127
-74%
建仓
VIST
VISTA ENERGY S.A.B. DE C.V.
+$35.5K
857
建仓
SNPS
SYNOPSYS INC
+$35.2K
62
建仓
CRESY
CRESUD S A C I F Y A
+$35.0K
3,923
减持
IQV
IQVIA HLDGS INC
-$34.7K
0
-100%
减持
SGML
SIGMA LITHIUM CORPORATION
-$34.1K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$34.1K
281
-69%
减持
EBIZ
GLOBAL X FDS
-$33.9K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$33.6K
545
+2%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$32.8K
67
-80%
减持
PFE
PFIZER INC
-$31.9K
1,874
-36%
建仓
GNW
GENWORTH FINL INC
+$31.1K
4,838
建仓
—
ARCOS DORADOS HOLDINGS INC
+$30.5K
2,743
减持
KMI
KINDER MORGAN INC DEL
-$30.0K
0
-100%
建仓
—
BIOCERES CROP SOLUTIONS CORP
+$29.9K
2,364
建仓
JBL
JABIL INC
+$28.1K
210
减持
LMT
LOCKHEED MARTIN CORP
-$28.1K
3
-95%
增持
TSLA
TESLA INC
+$27.5K
1,878
+54%
增持
VUG
VANGUARD INDEX FDS
+$26.9K
804
+0%
建仓
DAX
GLOBAL X FDS
+$26.7K
798
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$26.4K
0
-100%
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$25.6K
307
建仓
—
PROSPECT CAP CORP
+$24.9K
25
减持
BKNG
BOOKING HOLDINGS INC
-$24.8K
0
-100%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$24.3K
155
建仓
SPAB
SPDR SER TR
+$23.1K
915
增持
TWLO
TWILIO INC
+$22.7K
522
+328%
减持
VZ
VERIZON COMMUNICATIONS INC
-$22.6K
0
-100%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$21.9K
216
减持
GIS
GENERAL MLS INC
-$21.2K
0
-100%
减持
SO
SOUTHERN CO
-$21.0K
0
-100%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$20.7K
63
减持
ARKK
ARK ETF TR
-$20.3K
614
-37%
减持
VTI
VANGUARD INDEX FDS
-$20.2K
282
-28%
减持
CAG
CONAGRA BRANDS INC
-$20.1K
0
-100%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$19.6K
216
-37%
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$19.6K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$19.4K
0
-100%
减持
BXP
BOSTON PROPERTIES INC
-$19.3K
0
-100%
建仓
ITEQ
AMPLIFY ETF TR
+$18.2K
378
建仓
BBD
BANCO BRADESCO S A
+$17.8K
6,219
减持
—
UNILEVER PLC
-$17.7K
0
-100%
减持
IWM
ISHARES TR
-$17.5K
6,276
-6%
清仓
—
ETF MANAGERS TR
-$17.4K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$17.0K
307
-33%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$16.7K
264
建仓
GGAL
GRUPO FINANCIERO GALICIA S.A
+$16.5K
648
增持
—
LAM RESEARCH CORP
+$16.2K
17