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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 21
增持 76
减持 43
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$13.5M
107,678
+23%
增持
SPY
SPDR S&P 500 ETF TR
+$8.4M
159,882
+6%
减持
DFAT
DIMENSIONAL ETF TRUST
-$8.3M
15,827
-90%
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
IVV
ISHARES TR
+$3.9M
17,355
+45%
建仓
KBDC
KAYNE ANDERSON BDC INC
+$3.0M
208,396
增持
IYW
ISHARES TR
+$2.9M
15,615
+1246%
减持
MU
MICRON TECHNOLOGY INC
+$2.2M
19,273
-1%
增持
VOO
VANGUARD INDEX FDS
+$1.9M
23,929
+12%
减持
META
META PLATFORMS INC
-$1.7M
15,681
-5%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$1.7M
39,106
-63%
增持
MOAT
VANECK ETF TRUST
+$1.7M
235,643
+3%
减持
GOOGL
ALPHABET INC
+$1.7M
45,155
-12%
减持
NVDA
NVIDIA CORPORATION
-$1.5M
66,314
-11%
减持
VGT
VANGUARD WORLD FD
-$1.4M
684
-74%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.2M
225,161
-4%
增持
IEFA
ISHARES TR
+$1.2M
16,385
+504%
增持
MSDL
MORGAN STANLEY DIRECT LENDIN
+$1.2M
195,621
+56%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.2M
91,531
+14%
增持
GOOG
ALPHABET INC
+$1.1M
9,790
+22%
减持
QUAL
ISHARES TR
-$976.1K
6,112
-46%
减持
AMZN
AMAZON COM INC
-$974.8K
66,218
-11%
减持
AAPL
APPLE INC
-$926.3K
124,964
-9%
建仓
SGOV
ISHARES TR
+$874.6K
8,713
增持
GBIL
GOLDMAN SACHS ETF TR
+$841.9K
8,430
+140400%
减持
IWM
ISHARES TR
-$811.8K
2,073
-62%
增持
XLV
SELECT SECTOR SPDR TR
+$805.4K
8,020
+156%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$799.8K
1,800
+179900%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$776.2K
114,897
-32%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$754.8K
1
减持
MSFT
MICROSOFT CORP
-$739.7K
9,855
-7%
减持
ARCC
ARES CAPITAL CORP
-$714.7K
33,782
-51%
减持
LOMA
LOMA NEGRA C I A S A MTN 14
+$672.0K
136,677
-8%
增持
XLF
SELECT SECTOR SPDR TR
+$636.1K
76,985
+16%
增持
PFF
ISHARES TR
+$617.3K
22,849
+702%
增持
OWL
BLUE OWL CAPITAL INC
+$613.2K
44,359
+1417%
减持
BX
BLACKSTONE INC
-$592.8K
643
-84%
增持
KWEB
KRANESHARES TRUST
-$590.2K
96,076
+5%
减持
GGAL
GRUPO FINANCIERO GALICIA S.A
+$569.6K
26,371
-15%
增持
AVGO
BROADCOM INC
+$528.4K
5,430
+33%
增持
MTUM
ISHARES TR
+$518.1K
6,895
+45%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$507.5K
9,600
减持
JPM
JPMORGAN CHASE & CO.
-$492.8K
4,616
-26%
减持
YPF
YPF SOCIEDAD ANONIMA
+$489.8K
48,344
-7%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$482.6K
9,100
减持
AMLP
ALPS ETF TR
-$467.6K
33,879
-23%
减持
HYT
BLACKROCK CORPOR HI YLD FD I
-$449.8K
168,608
-18%
增持
IVW
ISHARES TR
+$446.6K
6,950
+105%
减持
NVO
NOVO-NORDISK A S
-$446.1K
8,349
-47%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$424.2K
92,781
+44%
增持
IEUR
ISHARES TR
+$408.9K
8,649
+187%
建仓
—
IREN LIMITED
+$382.1K
10,117
减持
VIST
VISTA ENERGY S.A.B. DE C.V.
-$379.0K
6,679
-67%
增持
IWF
ISHARES TR
+$368.8K
4,978
+17%
增持
AVEM
AMERICAN CENTY ETF TR
+$367.3K
113,939
+2%
减持
BAC
BANK AMERICA CORP
-$364.0K
5,643
-57%
增持
AXP
AMERICAN EXPRESS CO
+$353.2K
1,449
+163%
增持
IVE
ISHARES TR
+$345.0K
3,769
+71%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$344.4K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$332.5K
2,363
+71%
建仓
CIFR
CIPHER MINING INC
+$324.4K
21,975
减持
ARGT
GLOBAL X FDS
-$316.4K
30,620
-31%
减持
FSK
FS KKR CAP CORP
-$315.2K
2,300
-90%
减持
IJR
ISHARES TR
-$313.2K
477
-85%
增持
OPEN
OPENDOOR TECHNOLOGIES INC
+$312.7K
55,000
+5400%
建仓
IXN
ISHARES TR
+$309.1K
2,944
增持
COIN
COINBASE GLOBAL INC
-$304.9K
3,371
+7%
减持
USFR
WISDOMTREE TR
-$304.8K
117,304
-5%
增持
FETH
FIDELITY ETHEREUM FD
+$288.8K
16,307
+249%
减持
CVX
CHEVRON CORP NEW
-$287.1K
892
-67%
增持
XLU
SELECT SECTOR SPDR TR
+$285.5K
8,660
+796%
增持
GEV
GE VERNOVA INC
+$283.7K
531
+416%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$283.5K
43,340
+14%
清仓
ROOT
ROOT INC
-$268.5K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$266.2K
3,972
+31%
减持
MP
MP MATERIALS CORP
-$265.9K
8,834
-17%
增持
LLY
ELI LILLY & CO
+$264.1K
596
+21%
增持
XLE
SELECT SECTOR SPDR TR
-$258.0K
38,588
+74%
建仓
JAAA
JANUS DETROIT STR TR
+$257.2K
5,085
增持
CAT
CATERPILLAR INC
+$254.7K
592
+234%
增持
MAGS
LISTED FDS TR
+$253.1K
11,625
+47%
清仓
FLNC
FLUENCE ENERGY INC
-$250.4K
0
-100%
建仓
MBB
ISHARES TR
+$249.9K
2,624
减持
GHY
PGIM GLOBAL HIGH YIELD FD FO
-$241.8K
42,241
-29%
建仓
EWC
ISHARES INC
+$241.4K
4,476
增持
OTF
BLUE OWL TECHNOLOGY FIN CORP
+$230.1K
27,327
+126%
增持
VTEB
VANGUARD MUN BD FDS
+$229.6K
6,069
+302%
减持
HPS
HANCOCK JOHN PFD INCOME FD I
-$227.6K
60,353
-15%
增持
IWD
ISHARES TR
+$221.3K
3,642
+36%
减持
LNG
CHENIERE ENERGY INC
-$215.3K
130
-87%
增持
XLI
SELECT SECTOR SPDR TR
+$214.9K
7,099
+24%
增持
AMD
ADVANCED MICRO DEVICES INC
+$214.6K
2,573
+24%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$198.7K
10,771
+67%
增持
SMH
VANECK ETF TRUST
+$198.2K
983
+106%
增持
WMT
WALMART INC
+$195.5K
6,410
+27%
增持
DELL
DELL TECHNOLOGIES INC
+$193.7K
8,343
+38%
减持
PFE
PFIZER INC
-$191.1K
17,717
-29%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$189.2K
4,552
+9%
增持
TGT
TARGET CORP
+$178.3K
1,842
+9110%
增持
LRCX
LAM RESEARCH CORP
+$174.5K
1,568
+124%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$169.4K
5,496
-13%
增持
EXPE
EXPEDIA GROUP INC
+$167.9K
619
+1669%
增持
GLD
SPDR GOLD TR
+$165.9K
4,055
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$164.5K
4,736
+158%
清仓
—
BROOKFIELD RENEWABLE PARTNER
-$162.1K
0
-100%
增持
DAL
DELTA AIR LINES INC DEL
+$161.6K
2,515
+1003%
减持
BBAR
BANCO BBVA ARGENTINA S A
+$158.0K
40,167
-41%
建仓
VCR
VANGUARD WORLD FD
+$158.0K
401
增持
TJX
TJX COS INC NEW
+$157.7K
1,358
+286%
清仓
PTA
COHEN & STEERS TAX ADVAN PFD
-$152.1K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$146.9K
482
-21%
增持
TMUS
T-MOBILE US INC
+$144.2K
825
+742%
增持
CRWV
COREWEAVE INC
+$140.6K
2,040
+5000%
建仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
+$140.1K
6,198
清仓
EUSA
ISHARES INC
-$135.9K
0
-100%
减持
PDD
PDD HOLDINGS INC
-$134.0K
350
-73%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$133.6K
2,673
+8%
增持
CEG
CONSTELLATION ENERGY CORP
+$133.2K
1,091
+42%
增持
XBI
SPDR SERIES TRUST
+$132.4K
1,110
+3600%
增持
XLP
SELECT SECTOR SPDR TR
+$131.5K
1,927
+731%
增持
EA
ELECTRONIC ARTS INC
+$130.0K
702
+948%
增持
MCD
MCDONALDS CORP
+$128.1K
566
+282%
建仓
ONDS
ONDAS HLDGS INC
+$126.9K
13,000
增持
—
CHUBB LIMITED
+$117.4K
386
+3409%
建仓
SCHX
SCHWAB STRATEGIC TR
+$117.0K
4,346
减持
MELI
MERCADOLIBRE INC
-$116.1K
12
-80%
清仓
JBBB
JANUS DETROIT STR TR
-$115.6K
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$115.4K
4,799
建仓
PAXS
PIMCO ACCESS INCOME FUND
+$114.8K
7,500
增持
FNDX
SCHWAB STRATEGIC TR
+$111.5K
4,182
+4707%
减持
CRM
SALESFORCE INC
-$111.4K
791
-42%
减持
VST
VISTRA CORP
-$111.2K
30
-95%
增持
GTLS
CHART INDS INC
+$109.4K
573
+1202%
增持
—
ASML HOLDING N V
+$108.9K
317
+33%
建仓
NBXG
NEUBERGER NEXT GENERATION
+$108.3K
7,500
清仓
EUAD
SPINNAKER ETF SERIES
-$107.3K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$107.0K
395
-34%
增持
APO
APOLLO GLOBAL MGMT INC
+$104.4K
907
+349%
增持
WFC
WELLS FARGO CO NEW
+$104.0K
1,517
+240%
建仓
FNDE
SCHWAB STRATEGIC TR
+$102.3K
2,837
清仓
NU
NU HLDGS LTD
-$100.6K
0
-100%
增持
ORCL
ORACLE CORP
-$100.3K
2,532
+20%
建仓
GOVT
ISHARES TR
+$99.8K
4,335
增持
LDOS
LEIDOS HOLDINGS INC
+$97.0K
587
+1149%
清仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$95.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$95.0K
3,785
+32%
增持
GS
GOLDMAN SACHS GROUP INC
+$94.3K
709
+7%
建仓
FNDF
SCHWAB STRATEGIC TR
+$94.3K
2,086
增持
EWJ
ISHARES INC
+$91.8K
2,356
+92%
增持
RKLB
ROCKET LAB CORP
+$91.5K
2,342
+56%
增持
LQD
ISHARES TR
+$90.9K
1,775
+89%
