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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 14
增持 63
减持 66
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
—
INVESCO QQQ TR
+$16.9M
34,694
清仓
QQQ
INVESCO QQQ TR
-$16.9M
0
-100%
建仓
NORW
GLOBAL X FDS
+$6.0M
90,933
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
SPY
SPDR S&P 500 ETF TR
+$4.5M
115,476
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.0M
159,994
+3%
减持
AAPL
APPLE INC
+$2.8M
125,615
-0%
增持
MOAT
VANECK ETF TRUST
+$2.7M
236,134
+1%
建仓
MSDL
MORGAN STANLEY DIRECT LENDIN
+$1.6M
80,843
清仓
ARGT
GLOBAL X FDS
-$1.4M
0
-100%
增持
META
META PLATFORMS INC
+$1.0M
14,697
+0%
减持
VOO
VANGUARD INDEX FDS
-$911.5K
17,424
-14%
减持
AMZN
AMAZON COM INC
-$758.8K
67,800
-2%
建仓
EWW
ISHARES INC
+$755.4K
14,064
增持
DFAT
DIMENSIONAL ETF TRUST
+$687.0K
144,017
+2%
增持
GOOGL
ALPHABET INC
-$632.8K
43,223
+1%
减持
FAS
DIREXION SHS ETF TR
-$605.4K
20
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$514.2K
6,768
+493%
增持
SMH
VANECK ETF TRUST
+$477.4K
2,585
+329%
减持
ARKK
ARK ETF TR
-$449.6K
2,870
-78%
增持
NVDA
NVIDIA CORPORATION
+$448.0K
60,351
+8%
增持
ISD
PGIM HIGH YIELD BOND FUND IN
+$427.2K
46,803
+168%
增持
FTNT
FORTINET INC
+$399.6K
5,153
增持
SOXX
ISHARES TR
+$366.9K
4,219
+72%
减持
TSLA
TESLA INC
+$342.4K
8,819
-11%
减持
HD
HOME DEPOT INC
-$321.5K
126
-88%
减持
MRNA
MODERNA INC
-$318.1K
1,324
-61%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$297.9K
1,400
-39%
减持
COIN
COINBASE GLOBAL INC
-$288.2K
3,111
-18%
增持
SOXL
DIREXION SHS ETF TR
+$283.9K
7,814
+15528%
增持
GGAL
GRUPO FINANCIERO GALICIA S.A
+$261.6K
9,604
+106%
清仓
ABBV
ABBVIE INC
-$257.3K
0
-100%
增持
AVGO
BROADCOM INC
-$234.5K
846
+257%
减持
DIS
DISNEY WALT CO
-$230.8K
2,535
-47%
增持
—
SUPER MICRO COMPUTER INC
-$227.6K
5,471
+79%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$220.7K
128,252
-1%
减持
VTV
VANGUARD INDEX FDS
-$220.4K
5
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$216.2K
2,529
+9%
减持
EW
EDWARDS LIFESCIENCES CORP
-$202.4K
12
-99%
减持
MSFT
MICROSOFT CORP
-$202.2K
8,056
-2%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$200.8K
144,372
+8%
减持
PANW
PALO ALTO NETWORKS INC
-$199.7K
509
-54%
减持
FSK
FS KKR CAP CORP
-$191.0K
24,831
-28%
减持
SE
SEA LTD
-$189.7K
0
-100%
减持
BA
BOEING CO
-$189.5K
249
-80%
减持
XLP
SELECT SECTOR SPDR TR
-$174.1K
1,170
-67%
减持
XLE
SELECT SECTOR SPDR TR
-$166.0K
26,698
-3%
减持
ACWI
ISHARES TR
-$164.5K
10,620
-17%
增持
JPM
JPMORGAN CHASE & CO.
+$164.4K
5,065
+13%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$160.9K
10,887
-24%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$156.6K
0
-100%
减持
INTC
INTEL CORP
-$155.0K
3,262
-56%
减持
HPS
HANCOCK JOHN PFD INCOME FD I
+$154.4K
112,464
-0%
减持
ARKG
ARK ETF TR
-$154.2K
906
-88%
建仓
YPF
YPF SOCIEDAD ANONIMA
+$143.9K
6,783
增持
AAXJ
ISHARES TR
+$143.1K
17,774
+2%
增持
XLU
SELECT SECTOR SPDR TR
+$139.6K
2,421
+195%
减持
AXP
AMERICAN EXPRESS CO
-$135.5K
157
-80%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$128.6K
14,895
+4%
减持
CRM
SALESFORCE INC
-$123.9K
269
-65%
增持
BX
BLACKSTONE INC
+$117.5K
3,915
+1%
清仓
XAWPX
ABRDN GLOBAL PREMIER PPTYS F
-$114.6K
0
-100%
增持
—
CARNIVAL CORP
+$109.8K
6,131
+3214%
减持
ARKQ
ARK ETF TR
-$108.2K
460
-81%
减持
VUG
VANGUARD INDEX FDS
-$101.7K
518
-36%
减持
ARKF
ARK ETF TR
-$99.3K
785
-82%
增持
GS
GOLDMAN SACHS GROUP INC
+$96.1K
197
+4825%
增持
PM
PHILIP MORRIS INTL INC
+$95.0K
1,702
+54%
清仓
DAL
DELTA AIR LINES INC DEL
-$94.9K
0
-100%
清仓
—
CLEARBRIDGE MLP AND MIDSTRM
-$94.8K
0
-100%
增持
IQV
IQVIA HLDGS INC
+$94.8K
400
建仓
EMO
CLEARBRIDGE ENERGY MIDSTRM O
+$94.7K
2,245
减持
VRP
INVESCO EXCH TRADED FD TR II
-$89.2K
59,671
-8%
减持
XLV
SELECT SECTOR SPDR TR
+$86.3K
14,668
-2%
减持
—
BLACKROCK INC
-$80.2K
70
-63%
建仓
ACP
ABRDN INCOME CREDIT STRATEGI
+$76.9K
11,609
增持
GOOG
ALPHABET INC
-$71.6K
6,190
+3%
清仓
—
FIRST TR HIGH INCOME LONG /
-$71.3K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
+$69.8K
57,871
-7%
减持
LDOS
LEIDOS HOLDINGS INC
-$68.6K
0
-100%
减持
HEDJ
WISDOMTREE TR
-$67.8K
2,297
-39%
增持
PG
PROCTER AND GAMBLE CO
+$67.7K
919
+66%
增持
PFE
PFIZER INC
+$67.0K
4,155
+118%
减持
MU
MICRON TECHNOLOGY INC
-$66.9K
60
-89%
增持
GHY
PGIM GLOBAL HIGH YIELD FD FO
+$65.9K
20,961
+23%
减持
IWM
ISHARES TR
-$65.3K
5,315
-13%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$62.9K
133
+454%
减持
AMLP
ALPS ETF TR
-$61.1K
42,451
-1%
增持
C
CITIGROUP INC
+$59.8K
2,850
+52%
增持
NVO
NOVO-NORDISK A S
+$58.6K
542
+1190%
增持
LLY
ELI LILLY & CO
+$57.6K
116
+132%
减持
IBB
ISHARES TR
-$57.0K
852
-35%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$56.5K
245
增持
ASTS
AST SPACEMOBILE INC
+$56.1K
3,784
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$55.3K
153
+110%
增持
SPG
SIMON PPTY GROUP INC NEW
+$54.9K
1,290
+20%
增持
SO
SOUTHERN CO
+$54.1K
600
建仓
IYW
ISHARES TR
+$52.3K
345
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$52.1K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$51.7K
1,200
-40%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$51.6K
397,318
-3%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$50.2K
535
减持
ICLN
ISHARES TR
-$50.0K
2,404
-62%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$49.6K
0
-100%
减持
PSF
COHEN & STEERS SELECT PFD &
-$49.5K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$47.5K
143
+180%
增持
VZ
VERIZON COMMUNICATIONS INC
+$47.2K
4,908
+17%
减持
ET
ENERGY TRANSFER L P
-$47.2K
0
-100%
减持
CALF
PACER FDS TR
-$45.7K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$45.6K
0
-100%
增持
VKTX
VIKING THERAPEUTICS INC
+$44.5K
1,745
+40%
建仓
URTH
ISHARES INC
+$43.9K
280
减持
PAVE
GLOBAL X FDS
-$42.6K
0
-100%
减持
MPC
MARATHON PETE CORP
-$41.8K
0
-100%
增持
V
VISA INC
+$41.8K
545
+32%
减持
MP
MP MATERIALS CORP
+$41.2K
9,930
-6%
增持
BXP
BXP INC
+$40.6K
505
增持
JNJ
JOHNSON & JOHNSON
+$40.2K
248
增持
HYG
ISHARES TR
+$39.7K
12,073
+0%
建仓
INDA
ISHARES TR
+$39.5K
675
建仓
IXJ
ISHARES TR
+$39.3K
400
建仓
CELH
CELSIUS HLDGS INC
+$39.1K
1,247
增持
AVEM
AMERICAN CENTY ETF TR
+$39.1K
10,415
+0%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$38.3K
14,600
-32%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$37.2K
6,430
+68%
增持
MGK
VANGUARD WORLD FD
+$37.0K
350
+45%
减持
ILCV
ISHARES TR
-$36.0K
0
-100%
增持
AIA
ISHARES TR
+$35.4K
490
减持
IWR
ISHARES TR
-$35.4K
0
-100%
增持
IVV
ISHARES TR
+$35.3K
1,115
+0%
建仓
FEUZ
FIRST TR EXCH TRD ALPHDX FD
+$35.2K
805
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$34.6K
55,168
+0%
增持
PFFD
GLOBAL X FDS
+$34.5K
29,432
+0%
增持
MAA
MID-AMER APT CMNTYS INC
+$31.8K
200
减持
HYT
BLACKROCK CORPOR HI YLD FD I
+$31.5K
197,516
-2%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$30.4K
246
+132%
增持
AMT
AMERICAN TOWER CORP NEW
+$30.2K
154
+431%
减持
IWF
ISHARES TR
+$30.1K
3,218
-0%
增持
CVX
CHEVRON CORP NEW
+$29.8K
2,477
+16%
减持
SAN
BANCO SANTANDER S.A.
-$29.8K
28,181
-25%
减持
CNQ
CANADIAN NAT RES LTD
-$29.8K
0
-100%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$29.7K
0
-100%
增持
—
LAM RESEARCH CORP
+$29.6K
44
+633%
减持
BTX
BLACKROCK INNOVATION AND GRW
-$29.5K
0
-100%
减持
CAPR
CAPRICOR THERAPEUTICS INC
+$28.4K
5,000
-50%
增持
NFLX
NETFLIX INC
+$27.9K
420
+5%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$27.5K
655
增持
UDR
UDR INC
+$27.2K
600
减持
IXC
ISHARES TR
-$25.7K
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$25.3K
36,565
-4%
增持
WM
WASTE MGMT INC DEL
+$25.0K
123
+4000%
