TA

Tactive Advisors, LLC

分散型投资策略行业集中型趋势追踪型

申报总市值

US$4.1亿

申报季度: 2026-06-30 · 持股只数: 282

Tactive Advisors, LLC在最新一期 13F 报告中披露了 282 项持股，申报期为 2026-06-30，总持股市值约为 US$4.1亿，季度换手率为 48.2%。

机构性格雪花图

集中度
5.92
持仓稳定性
48.21
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
82.16

近期动向

  • 减仓 SPY

    -70.7%　-US$666.0万

  • 加仓 QQQM

    +422.1%　US$758.5万

  • 新建仓 DVXK

  • 清仓 SPVM

  • 新建仓 SPMO

  • 加仓 HFGM

    +146.4%　US$747.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1ADPAutomatic Data Processing股票-科技4.94%-0.19%+0.00%
2VOOVanguard S&p 500 ETFETF-大型股与成长4.19%+1.45%+52.03%
3FFLCFidelity Fndmntl L/c Cor ETFETF-其他4.07%+0.63%+17.95%
4HFGMUnltd Hfgm Global Macro ETFETF-其他3.21%+1.65%+146.40%
5CLSEConvergence Long/short EqyETF-其他3.07%+1.03%+41.99%
6RAVIFlexshares Ultra-short IncomETF-其他2.84%—+0.98%
7QQQMInvesco Nasdaq 100 ETFETF-科技型2.20%+1.82%+422.14%
8NVDANvidia CORP股票-科技2.07%—-6.18%
9HUTHut 8 CORP股票-金融1.98%+1.01%-4.95%
10AAPLApple INC股票-科技1.89%+0.03%+2.06%
11DVXKWebs Technol Xlk Dfn Vlt-usdETF-科技型1.78%+1.78%NEW
12SPMOInvesco S&p 500 Momentum ETFETF-大型股与成长1.67%+1.67%NEW
13VLUEIshares Msci USA Value FactoETF-其他1.64%—-33.14%
14MTUMIshares Msci USA Momentum FaETF-其他1.59%+1.59%NEW
15MGKVanguard Mega Cap Growth ETFETF-其他1.40%+0.12%+421.32%
16APLDApplied Digital CORP股票-科技1.37%+0.36%-1.43%
17AMZNAmazon.com INC股票-周期性消费1.27%—-0.94%
18QQQInvesco Qqq Trust Series 1ETF-科技型1.27%+0.16%+2.25%
19DBEFXtrackers Msci Eafe Hedged EETF-其他1.20%-1.30%-50.14%
20SMHVaneck Semiconductor ETFETF-其他1.19%+0.42%+2.73%
21XLKSs Technology Select SectorETF-科技型1.09%+0.25%+3.46%
22METAMeta Platforms Inc-class A股票-通信服务1.03%—-1.08%
23AMDAdvanced Micro Devices股票-科技1.01%+0.56%-9.67%
24AGGIshares Core U.s. AggregateETF-其他0.91%-0.41%-20.34%
25SGOVIshares 0-3 Month Treasury BETF-政府公债0.87%+0.13%+34.13%
26SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.83%-2.00%-70.69%
27MOATVaneck Morningstar Wide MoatETF-其他0.81%—+1.37%
28MUMicron Technology INC股票-科技0.79%+0.55%+12.85%
29BRBroadridge Financial Solutio股票-科技0.79%—+0.14%
30MSFTMicrosoft CORP股票-科技0.78%—+3.95%
31UCONFirst Trust Smith UnconstraiETF-其他0.77%-0.67%-39.15%
32IBITIshares Bitcoin Trust ETFETF-加密货币0.75%—+13.58%
33BUYWMain Buywrite ETFETF-其他0.74%—+1.08%
34SECTMain Sector Rotation ETFETF-其他0.73%—-8.38%
35TSLATesla INC股票-周期性消费0.72%—+5.63%
36SCHGSchwab US Large-cap GrowthETF-其他0.71%—+4.16%
37CTAPSimplify US Eq Plus Mgd FutETF-其他0.71%+0.71%NEW
38SCHZSchwab US Aggregate Bond ETFETF-其他0.71%—+0.87%
39IVWIshares S&p 500 Growth ETFETF-大型股与成长0.70%—-1.25%
40AUSFGlobal X Adaptive US FactorETF-其他0.65%-0.79%-48.85%
41TSELTouchstone Sands Sel Gr ETFETF-其他0.64%-1.43%-70.49%
42BRK-BBerkshire Hathaway Inc-cl B股票-其他0.64%—+0.82%
43SCHFSchwab Intl Equity ETFETF-其他0.63%—+1.16%
44GOOGLAlphabet Inc-cl A股票-通信服务0.63%—-5.48%
45GDXJVaneck Junior Gold MinersETF-避险与商品0.62%—+4.53%
46IWDIshares Russell 1000 Value EETF-其他0.54%—-9.69%
47GOOGAlphabet Inc-cl C股票-通信服务0.53%—-4.01%
48MOODRelative Sentiment Tact AlloETF-其他0.53%+0.53%NEW
49IWYIshares Russell Top 200 GrowETF-其他0.51%—+3.15%
50LRCXLam Research CORP股票-科技0.50%+0.28%+29.36%
1–50 of 282

本季持股变动

Tactive Advisors, LLC 在 2026-06-30 最显著的持仓异动： 新建仓: Webs Technol Xlk Dfn Vlt-usd (DVXK); 新建仓: Invesco S&p 500 Momentum ETF (SPMO); 新建仓: Ishares Msci USA Momentum Fa (MTUM); 清仓: Invesco S&p 500 Value With M (SPVM); 新建仓: Simplify US Eq Plus Mgd Fut (CTAP).

Tactive Advisors, LLC 于截至 2026-06-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1QQQMInvesco Nasdaq 100 ETF+1.8%+422.14%加仓
2DVXKWebs Technol Xlk Dfn Vlt-usd+1.8%NEW新建仓
3SPMOInvesco S&p 500 Momentum ETF+1.7%NEW新建仓
4HFGMUnltd Hfgm Global Macro ETF+1.7%+146.40%加仓
5MTUMIshares Msci USA Momentum Fa+1.6%NEW新建仓
6VOOVanguard S&p 500 ETF+1.5%+52.03%加仓
7CLSEConvergence Long/short Eqy+1%+41.99%加仓
8HUTHut 8 CORP+1%-4.95%减仓
9CTAPSimplify US Eq Plus Mgd Fut+0.7%NEW新建仓
10FFLCFidelity Fndmntl L/c Cor ETF+0.6%+17.95%加仓
11AMDAdvanced Micro Devices+0.6%-9.67%减仓
12MUMicron Technology INC+0.6%+12.85%加仓
13MOODRelative Sentiment Tact Allo+0.5%NEW新建仓
14SMHVaneck Semiconductor ETF+0.4%+2.73%加仓
15APLDApplied Digital CORP+0.4%-1.43%减仓
16SOLZSolana ETF+0.3%+715.11%加仓
17LRCXLam Research CORP+0.3%+29.36%加仓
18XLKSs Technology Select Sector+0.3%+3.46%加仓
19TSMTaiwan Semiconductor-sp Adr+0.2%+69.92%加仓
20AMATApplied Materials INC+0.2%+46.50%加仓
21INTCIntel CORP+0.2%+41.27%加仓
22PENGPenguin Solutions INC+0.2%NEW新建仓
23JNJJohnson & Johnson+0.2%NEW新建仓
24QQQInvesco Qqq Trust Series 1+0.2%+2.25%加仓
25NIQNIQ Global Intelligence plc+0.2%+226.84%加仓
26SGOVIshares 0-3 Month Treasury B+0.1%+34.13%加仓
27XRPIXrp ETF+0.1%+165.13%加仓
28MGKVanguard Mega Cap Growth ETF+0.1%+421.32%加仓
29AAPLApple INC0%+2.06%加仓
30ADPAutomatic Data Processing-0.2%+0.00%加仓
31HFEQUnlimited Hfeq Equity Ls ETF-0.2%EXIT清仓
32NNDMNano Dimension LTD - Adr-0.3%-90.81%减仓
33JNKSs Spdr Bb High Yield Bond-0.3%EXIT清仓
34DVQQWebs Qqq Defined Volatil-usd-0.3%EXIT清仓
35BILSs Spdr Bb 1-3m T-bill ETF-0.3%-65.34%减仓
36QQHHcm Defender 100 Index ETF-0.3%EXIT清仓
37DFGRDim Global Real Estate ETF-0.3%-69.33%减仓
38DFUSDimensional US Eq Mkt ETF-0.3%EXIT清仓
39COWGPacer US Lrg Cap Cows Gr Ld-0.4%EXIT清仓
40AGGIshares Core U.s. Aggregate-0.4%-20.34%减仓
41XMVMInvesco S&p Midcap Value Wit-0.6%EXIT清仓
42UCONFirst Trust Smith Unconstrai-0.7%-39.15%减仓
43COWZPacer US Cash Cows 100 ETF-0.7%-64.73%减仓
44AUSFGlobal X Adaptive US Factor-0.8%-48.85%减仓
45JPEMJPM Diversified Ret Em Equit-0.9%-63.50%减仓
46MGMTBallast Small/mid Cap ETF-0.9%-88.11%减仓
47DBEFXtrackers Msci Eafe Hedged E-1.3%-50.14%减仓
48TSELTouchstone Sands Sel Gr ETF-1.4%-70.49%减仓
49SPVMInvesco S&p 500 Value With M-1.8%EXIT清仓
50SPYSs Spdr S&p 500 ETF Trust-us-2%-70.69%减仓

FAQ

Tactive Advisors, LLC 是什么机构？属于哪种投资人类型？
Tactive Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$4.1亿，分布在 282 个已申报仓位之中。
Tactive Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Tactive Advisors, LLC 按市值排列的前几大持股为： 1. Automatic Data Processing (ADP) — US$2006.8万 (4.9%) 2. Vanguard S&p 500 ETF (VOO) — US$1699.1万 (4.2%) 3. Fidelity Fndmntl L/c Cor ETF (FFLC) — US$1651.3万 (4.1%) 4. Unltd Hfgm Global Macro ETF (HFGM) — US$1302.8万 (3.2%) 5. Convergence Long/short Eqy (CLSE) — US$1246.2万 (3.1%)
Tactive Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Tactive Advisors, LLC 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 20 个既有持股、减仓 15 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：新建仓: Webs Technol Xlk Dfn Vlt-usd (DVXK); 新建仓: Invesco S&p 500 Momentum ETF (SPMO); 新建仓: Ishares Msci USA Momentum Fa (MTUM); 清仓: Invesco S&p 500 Value With M (SPVM); 新建仓: Simplify US Eq Plus Mgd Fut (CTAP)
Tactive Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Tactive Advisors, LLC 的主要板块分布如下： • Information Technology: 58.3% • Financials: 13.3% • Consumer Discretionary: 8.0% • Communication Services: 7.8% • Industrials: 5.9% • Health Care: 1.9%