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Avion Wealth 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Avion Wealth
报告期 2026-03-31 · CIK 0001792704
持仓数
1,556
前50大市值合计
$448.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 147 项
建仓 32
增持 60
减持 35
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
VUSB
VANGUARD BD INDEX FDS
+$5.8M
115,169
减持
MINT
PIMCO ETF TR
-$4.5M
446,405
-9%
减持
BNY
BANK NEW YORK MELLON CORP
-$2.0M
111,734
-26%
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
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.4M
512,183
+8%
增持
VTIP
VANGUARD MALVERN FDS
+$1.3M
440,277
+6%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.2M
429,410
+5%
减持
VOO
VANGUARD INDEX FDS
-$1.1M
74,372
-4%
减持
AGG
ISHARES TR
-$956.0K
207,995
-3%
增持
VOE
VANGUARD INDEX FDS
+$871.0K
49,109
+15%
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$815.0K
480,708
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$565.0K
153,347
+5%
减持
DFAC
DIMENSIONAL ETF TRUST
-$530.0K
444,011
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$419.0K
101,085
-5%
增持
VBR
VANGUARD INDEX FDS
+$335.0K
68,980
+6%
减持
HAL
HALLIBURTON CO
-$272.0K
168,119
-1%
增持
VNQ
VANGUARD INDEX FDS
+$265.0K
83,065
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$242.0K
220,881
+6%
增持
BA
BOEING CO
+$189.0K
2,032
+89%
清仓
TTD
THE TRADE DESK INC
-$188.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$186.0K
67
-43%
减持
SCHZ
SCHWAB STRATEGIC TR
-$165.0K
25,853
-10%
减持
VTI
VANGUARD INDEX FDS
-$152.0K
67,854
-1%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$127.0K
18,687
-3%
减持
VO
VANGUARD INDEX FDS
-$108.0K
49,193
-1%
增持
T
AT&T INC
+$80.0K
3,342
+849%
增持
AAPL
APPLE INC
+$75.0K
14,075
+1%
减持
BAC
BK OF AMERICA CORP
-$71.0K
2,211
-45%
减持
UAL
UNITED AIRLS HLDGS INC
-$70.0K
8,232
-7%
减持
DJP
BARCLAYS BANK PLC
-$67.0K
6,006
-33%
减持
TJX
TJX COS INC NEW
-$66.0K
475
-67%
减持
ET
ENERGY TRANSFER L P
-$52.0K
46,516
-1%
增持
—
EXXON MOBIL CORP
-$49.0K
12,959
+1%
减持
VDE
VANGUARD WORLD FDS
-$46.0K
19,472
-1%
增持
QUAL
ISHARES TR
+$41.0K
2,440
+16%
清仓
MAR
MARRIOTT INTL INC NEW
-$41.0K
0
-100%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$39.0K
246
建仓
HOOD
ROBINHOOD MKTS INC
+$34.0K
800
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$33.0K
4,178
+14%
减持
BND
VANGUARD BD INDEX FDS
-$30.0K
2,742
-11%
建仓
GE
GENERAL ELECTRIC CO
+$28.0K
270
减持
CVX
CHEVRON CORP NEW
-$25.0K
4,370
-2%
清仓
RRC
RANGE RES CORP
-$25.0K
0
-100%
增持
KO
COCA COLA CO
+$24.0K
510
+736%
清仓
TM
TOYOTA MOTOR CORP
-$23.0K
0
-100%
建仓
SNA
SNAP ON INC
+$21.0K
100
增持
NVDA
NVIDIA CORPORATION
+$21.0K
180
+800%
建仓
—
VIZIO HLDG CORP
+$21.0K
1,000
清仓
VLUE
ISHARES TR
-$20.0K
0
-100%
建仓
MEC
MAYVILLE ENGR CO INC
+$19.0K
1,000
增持
DOW
DOW INC
+$19.0K
472
+287%
增持
QQQ
INVESCO QQQ TR
+$19.0K
374
+15%
减持
MTUM
ISHARES TR
-$19.0K
372
-23%
减持
IJS
ISHARES TR
-$18.0K
2,856
-2%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$17.0K
300
增持
—
ROYAL DUTCH SHELL PLC
+$17.0K
1,915
+10%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$17.0K
150
建仓
VB
VANGUARD INDEX FDS
+$17.0K
80
建仓
DECK
DECKERS OUTDOOR CORP
+$16.0K
45
增持
SYY
SYSCO CORP
+$16.0K
942
+27%
建仓
SHY
ISHARES TR
+$15.0K
178
增持
CSCO
CISCO SYS INC
+$15.0K
1,299
+24%
增持
LOW
LOWES COS INC
+$15.0K
723
+7%
增持
SCHX
SCHWAB STRATEGIC TR
+$14.0K
554
+30%
增持
GILD
GILEAD SCIENCES INC
+$14.0K
203
+6667%
减持
—
ROYAL DUTCH SHELL PLC
-$13.0K
1,217
-27%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$13.0K
98
+654%
增持
JNJ
JOHNSON & JOHNSON
+$13.0K
705
+15%
清仓
—
MAXIM INTEGRATED PRODS INC
-$12.0K
0
-100%
清仓
—
GENERAL ELECTRIC CO
-$12.0K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$12.0K
71
增持
MMM
3M CO
+$12.0K
183
+78%
建仓
—
ABERDEEN AUSTRALIA EQUITY FD
+$12.0K
2,096
增持
—
ROYAL CARIBBEAN GROUP
+$11.0K
135
+1250%
减持
EFA
ISHARES TR
-$11.0K
4,587
-2%
增持
HD
HOME DEPOT INC
+$11.0K
359
+7%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$11.0K
40
建仓
ILCB
ISHARES TR
+$10.0K
160
建仓
SCHM
SCHWAB STRATEGIC TR
+$10.0K
131
增持
MA
MASTERCARD INCORPORATED
+$10.0K
134
+34%
增持
MS
MORGAN STANLEY
+$10.0K
103
+3333%
清仓
FDX
FEDEX CORP
-$9.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$9.0K
0
-100%
清仓
NEO
NEOGENOMICS INC
-$9.0K
0
-100%
减持
JETS
ETF SER SOLUTIONS
-$9.0K
2,433
-11%
建仓
HRL
HORMEL FOODS CORP
+$8.0K
200
建仓
VDC
VANGUARD WORLD FDS
+$8.0K
43
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$8.0K
300
-8%
减持
EFV
ISHARES TR
-$8.0K
1,091
-10%
增持
V
VISA INC
+$8.0K
209
+24%
减持
EFAV
ISHARES TR
-$8.0K
104
-50%
减持
TSN
TYSON FOODS INC
-$7.0K
73
-58%
建仓
PWB
INVESCO EXCHANGE TRADED FD T
+$7.0K
100
增持
SPY
SPDR S&P 500 ETF TR
+$7.0K
175
+11%
增持
PFE
PFIZER INC
+$7.0K
740
+16%
建仓
WPC
WP CAREY INC
+$7.0K
100
增持
IRM
IRON MTN INC NEW
+$6.0K
1,169
+9%
增持
DEM
WISDOMTREE TR
-$6.0K
3,004
+0%
减持
BOND
PIMCO ETF TR
-$6.0K
738
-7%
清仓
—
KELLOGG CO
-$6.0K
0
-100%
清仓
MET
METLIFE INC
-$6.0K
0
-100%
增持
CC
CHEMOURS CO
+$6.0K
210
+2000%
清仓
—
WEINGARTEN RLTY INVS
-$6.0K
0
-100%
增持
IP
INTERNATIONAL PAPER CO
+$5.0K
300
+50%
减持
PAGP
PLAINS GP HLDGS L P
-$5.0K
1,602
-12%
建仓
KIM
KIMCO RLTY CORP
+$5.0K
259
减持
CMI
CUMMINS INC
-$5.0K
7
-76%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$4.0K
100
增持
—
GLAXOSMITHKLINE PLC
+$4.0K
250
+67%
增持
ZTS
ZOETIS INC
+$4.0K
38
+111%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.0K
214
+128%
增持
MCD
MCDONALDS CORP
+$4.0K
323
+0%
增持
MRK
MERCK & CO INC
-$4.0K
1,269
+0%
清仓
—
CHURCHILL CAPITAL CORP IV
-$3.0K
0
-100%
建仓
AVGO
BROADCOM INC
+$3.0K
6
增持
CMCSA
COMCAST CORP NEW
+$3.0K
804
+8%
建仓
FNDE
SCHWAB STRATEGIC TR
+$3.0K
100
建仓
FNDC
SCHWAB STRATEGIC TR
+$3.0K
85
建仓
—
LUCID GROUP INC
+$3.0K
100
增持
BP
BP PLC
+$3.0K
2,891
+0%
清仓
MOS
MOSAIC CO NEW
-$3.0K
0
-100%
减持
SO
SOUTHERN CO
-$3.0K
2,165
-4%
清仓
IMO
IMPERIAL OIL LTD
-$3.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.0K
417
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.0K
438
+13%
增持
MO
ALTRIA GROUP INC
+$2.0K
350
+17%
减持
RWR
SPDR SER TR
-$2.0K
1,386
-2%
增持
SLB
SCHLUMBERGER LTD
+$2.0K
600
+20%
增持
ELD
WISDOMTREE TR
-$2.0K
1,032
+0%
清仓
ERIC
ERICSSON
-$1.0K
0
-100%
清仓
IGOV
ISHARES TR
-$1.0K
0
-100%
清仓
—
ALEXION PHARMACEUTICALS INC
-$1.0K
0
-100%
建仓
—
ASTRAZENECA PLC
+$1.0K
16
建仓
BOOT
BOOT BARN HLDGS INC
+$1.0K
12
增持
LUMN
LUMEN TECHNOLOGIES INC
+$1.0K
317
+46%
清仓
—
ATLAS CREST INVT CORP
-$1.0K
0
-100%
增持
SBUX
STARBUCKS CORP
-$1.0K
682
+0%
建仓
—
FISKER INC
+$1.0K
100
建仓
ACHR
ARCHER AVIATION INC
+$1.0K
100
增持
—
CHIMERA INVT CORP
+$1.0K
200
+100%
建仓
NKE
NIKE INC
+$1.0K
8
增持
FAF
FIRST AMERN FINL CORP
+$0
21
+5%
增持
IVE
ISHARES TR
+$0
227
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$0
293
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$0
2,645
+2%
增持
—
CURO GROUP HOLDINGS CORP
+$0
113
+1%
减持
OGN
ORGANON & CO
+$0
92
-12%
增持
C
CITIGROUP INC
+$0
1,351
+1%
