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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 44
增持 79
减持 27
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$22.2M
125,813
+398%
增持
AMZN
AMAZON COM INC
+$9.7M
69,299
+239%
增持
NVDA
NVIDIA CORPORATION
+$6.4M
55,699
+9829%
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
GOOGL
ALPHABET INC
+$6.1M
42,830
+277%
增持
META
META PLATFORMS INC
+$5.6M
14,661
+291%
增持
SPY
SPDR S&P 500 ETF TR
+$3.9M
113,563
+3%
增持
USFR
WISDOMTREE TR
+$3.6M
153,142
+88%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$3.4M
129,888
+607%
增持
QQQ
INVESCO QQQ TR
+$3.1M
35,256
+13%
增持
MSFT
MICROSOFT CORP
+$2.9M
8,209
+323%
增持
—
SUPER MICRO COMPUTER INC
+$2.5M
3,058
+305700%
减持
MOAT
VANECK ETF TRUST
-$2.4M
233,099
-7%
增持
XLE
SELECT SECTOR SPDR TR
+$2.2M
27,538
+789%
增持
AMLP
ALPS ETF TR
+$1.8M
42,972
+605%
增持
TSLA
TESLA INC
+$1.6M
9,930
+429%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
+$1.6M
201,812
+452%
增持
HPS
HANCOCK JOHN PFD INCOME FD I
+$1.4M
112,873
+409%
建仓
ARGT
GLOBAL X FDS
+$1.4M
25,155
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$1.4M
133,641
+480%
减持
ACWI
ISHARES TR
-$1.3M
12,760
-48%
增持
ARCC
ARES CAPITAL CORP
+$1.2M
70,732
+375%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$1.2M
14,335
+2733%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
155,932
+8%
增持
VOO
VANGUARD INDEX FDS
+$967.8K
20,206
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$896.2K
4,468
+11976%
增持
XLF
SELECT SECTOR SPDR TR
+$823.7K
62,100
+51%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$782.6K
17,121
增持
COIN
COINBASE GLOBAL INC
+$751.8K
3,791
+1008%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$741.5K
409,998
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$667.9K
2,277
+307%
增持
GOOG
ALPHABET INC
+$664.3K
6,032
+108%
减持
XLV
SELECT SECTOR SPDR TR
-$627.2K
14,908
-21%
建仓
FAS
DIREXION SHS ETF TR
+$608.0K
6,020
增持
IWF
ISHARES TR
+$573.0K
3,232
+80%
增持
ARKK
ARK ETF TR
+$555.3K
13,335
+2072%
减持
XLP
SELECT SECTOR SPDR TR
-$516.6K
3,541
-66%
增持
BAC
BANK AMERICA CORP
+$481.0K
13,881
+640%
增持
BX
BLACKSTONE INC
+$478.4K
3,894
+13807%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$433.2K
6,457
-62%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$428.9K
2,330
-29%
减持
XLY
SELECT SECTOR SPDR TR
-$408.0K
206
-91%
减持
VNQ
VANGUARD INDEX FDS
-$393.1K
7
-100%
增持
MRNA
MODERNA INC
+$384.1K
3,424
+1523%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$380.2K
14,269
+93%
增持
AVGO
BROADCOM INC
+$377.5K
237
+11750%
增持
HD
HOME DEPOT INC
+$372.5K
1,082
增持
AVDE
AMERICAN CENTY ETF TR
+$372.3K
6,940
+640%
减持
AAXJ
ISHARES TR
-$356.3K
17,384
-27%
建仓
XGDVX
GABELLI DIVID & INCOME TR
+$332.9K
14,658
增持
CVX
CHEVRON CORP NEW
+$312.8K
2,141
+1418%
增持
DFAT
DIMENSIONAL ETF TRUST
+$308.4K
141,211
+10%
增持
GM
GENERAL MTRS CO
+$275.5K
5,965
+16469%
建仓
ABBV
ABBVIE INC
+$257.3K
1,500
增持
DIS
DISNEY WALT CO
+$255.6K
4,781
+167%
增持
SOXX
ISHARES TR
+$255.4K
2,457
+58%
减持
VTV
VANGUARD INDEX FDS
-$243.6K
1,380
-52%
建仓
CGBD
CARLYLE SECURED LENDING INC
+$243.5K
13,725
建仓
ISD
PGIM HIGH YIELD BOND FUND IN
+$225.3K
17,489
增持
PANW
PALO ALTO NETWORKS INC
+$219.6K
1,102
+103%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$203.2K
2,200
建仓
GHY
PGIM GLOBAL HIGH YIELD FD FO
+$202.0K
17,000
增持
INTC
INTEL CORP
+$201.7K
7,476
+1006%
建仓
IEFA
ISHARES TR
+$196.9K
2,711
增持
SE
SEA LTD
+$181.3K
2,657
+1592%
增持
BA
BOEING CO
+$178.3K
1,249
+392%
增持
IWD
ISHARES TR
+$175.8K
1,396
+268%
增持
VZ
VERIZON COMMUNICATIONS INC
+$173.2K
4,200
增持
ARKG
ARK ETF TR
+$171.2K
7,553
+3413%
增持
NFLX
NETFLIX INC
+$170.4K
400
+144%
增持
AXP
AMERICAN EXPRESS CO
+$165.3K
769
+1273%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$163.4K
64,637
+11%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$156.6K
2,775
建仓
ROOT
ROOT INC
+$154.8K
3,000
减持
IJR
ISHARES TR
-$145.4K
1,207
-51%
增持
—
BLACKROCK INC
+$139.7K
187
+1978%
增持
SPG
SIMON PPTY GROUP INC NEW
+$138.9K
1,075
+594%
建仓
BBAR
BANCO BBVA ARGENTINA S A
+$138.8K
15,000
建仓
ARKQ
ARK ETF TR
+$136.2K
2,472
建仓
PMM
PUTNAM MANAGED MUN INCOME TR
+$133.3K
21,500
增持
MP
MP MATERIALS CORP
+$129.8K
10,530
+3410%
增持
GGAL
GRUPO FINANCIERO GALICIA S.A
+$126.2K
4,668
+620%
增持
IVE
ISHARES TR
+$124.4K
738
+1292%
增持
SAN
BANCO SANTANDER S.A.
+$118.0K
37,487
+226%
增持
IBB
ISHARES TR
+$116.0K
1,319
+178%
建仓
XAWPX
ABRDN GLOBAL PREMIER PPTYS F
+$114.6K
30,000
建仓
WSM
WILLIAMS SONOMA INC
+$112.9K
400
增持
PM
PHILIP MORRIS INTL INC
+$111.7K
1,102
减持
MA
MASTERCARD INCORPORATED
-$110.3K
345
-37%
减持
ARKW
ARK ETF TR
-$103.7K
151
-89%
减持
FSK
FS KKR CAP CORP
-$100.6K
34,509
-16%
减持
CORP
PIMCO ETF TR
-$99.9K
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$97.8K
10,374
+12%
建仓
DAL
DELTA AIR LINES INC DEL
+$94.9K
2,000
建仓
—
CLEARBRIDGE MLP AND MIDSTRM
+$94.8K
2,000
建仓
INVE
IDENTIV INC
+$94.6K
22,000
减持
BND
VANGUARD BD INDEX FDS
-$91.2K
629
-67%
减持
C
CITIGROUP INC
-$86.9K
1,869
-42%
增持
IBIT
ISHARES BITCOIN TR
-$82.6K
37,955
+11%
增持
ICLN
ISHARES TR
+$80.7K
6,404
+1829%
减持
IWM
ISHARES TR
-$80.6K
6,108
-3%
建仓
XETYX
EATON VANCE TAX-MANAGED DIVE
+$79.3K
5,644
减持
SMH
VANECK ETF TRUST
-$76.2K
602
-42%
减持
XLK
SELECT SECTOR SPDR TR
-$73.6K
667
-38%
增持
WFC
WELLS FARGO CO NEW
+$72.4K
2,012
+148%
建仓
—
FIRST TR HIGH INCOME LONG /
+$71.3K
5,782
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$69.6K
1,095
-37%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$68.9K
8,158
建仓
VKTX
VIKING THERAPEUTICS INC
+$66.0K
1,245
减持
LYFT
LYFT INC
-$65.3K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$63.1K
1,000
增持
CRM
SALESFORCE INC
+$62.6K
768
+71%
增持
SLV
ISHARES SILVER TR
+$60.7K
10,793
+9%
增持
LIT
GLOBAL X FDS
+$60.2K
2,697
+174%
减持
INTU
INTUIT
-$56.7K
0
-100%
建仓
SYFI
AB ACTIVE ETFS INC
+$55.1K
1,570
建仓
QYLD
GLOBAL X FDS
+$51.9K
2,939
减持
XLI
SELECT SECTOR SPDR TR
-$51.0K
5,905
-3%
增持
IUSG
ISHARES TR
+$50.5K
396
增持
UBER
UBER TECHNOLOGIES INC
+$50.0K
909
+335%
减持
HYG
ISHARES TR
-$49.8K
12,053
-4%
建仓
PSF
COHEN & STEERS SELECT PFD &
+$49.5K
2,500
建仓
FLNA
CASSAVA SCIENCES INC
+$49.4K
4,001
减持
ROP
ROPER TECHNOLOGIES INC
-$48.9K
0
-100%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$48.2K
393
建仓
CAPR
CAPRICOR THERAPEUTICS INC
+$47.7K
10,000
建仓
MS
MORGAN STANLEY
+$47.1K
485
建仓
EFX
EQUIFAX INC
+$47.0K
194
建仓
PDD
PDD HOLDINGS INC
+$46.5K
350
建仓
CALF
PACER FDS TR
+$45.7K
1,050
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$43.8K
3,830
+397%
建仓
PAVE
GLOBAL X FDS
+$42.6K
1,150
建仓
MRK
MERCK & CO INC
+$42.0K
339
增持
PG
PROCTER AND GAMBLE CO
+$41.8K
555
+81%
建仓
TXN
TEXAS INSTRS INC
+$41.6K
214
增持
GLD
SPDR GOLD TR
+$41.1K
4,412
+0%
建仓
KO
COCA COLA CO
+$40.8K
641
减持
PFFD
GLOBAL X FDS
-$40.0K
29,326
-4%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$39.9K
7,652
+51%
建仓
ATI
ATI INC
+$38.8K
700
建仓
PMO
PUTNAM MUN OPPORTUNITIES TR
+$38.7K
3,775
增持
ASTS
AST SPACEMOBILE INC
+$38.0K
3,693
+118%
增持
—
EXXON MOBIL CORP
+$37.3K
451
+258%
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$37.1K
155
增持
DKNG
DRAFTKINGS INC NEW
+$36.3K
1,321
+325%
增持
VIST
VISTA ENERGY S.A.B. DE C.V.
+$36.3K
1,577
+84%
建仓
IWR
ISHARES TR
+$35.4K
436
增持
VBR
VANGUARD INDEX FDS
+$34.9K
250
+346%
增持
LMND
LEMONADE INC
+$34.7K
2,200
+2145%
建仓
MFIC
MIDCAP FINANCIAL INVSTMNT CO
+$34.3K
2,266
增持
DVN
DEVON ENERGY CORP NEW
+$32.9K
795
+737%
