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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
22Q1 调仓
2021-09-30 → 2022-03-31 · 共 150 项
建仓 32
增持 56
减持 43
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES TR
-$19.2M
43,964
-79%
增持
VUSB
VANGUARD BD INDEX FDS
+$9.8M
315,832
+174%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$7.6M
695,883
+36%
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。
减持
MINT
PIMCO ETF TR
-$6.1M
393,531
-12%
增持
VTIP
VANGUARD MALVERN FDS
+$3.8M
526,707
+20%
增持
BSV
VANGUARD BD INDEX FDS
+$2.8M
141,810
+40%
增持
VOE
VANGUARD INDEX FDS
+$2.6M
63,142
+29%
增持
VNQ
VANGUARD INDEX FDS
+$2.2M
98,258
+18%
增持
BA
BOEING CO
+$2.1M
13,502
+564%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.9M
158,499
+3%
增持
DJP
BARCLAYS BANK PLC
+$1.8M
54,494
+807%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.7M
277,321
+26%
减持
BNY
BANK NEW YORK MELLON CORP
-$1.7M
81,734
-27%
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$1.4M
493,009
+3%
增持
VBR
VANGUARD INDEX FDS
+$1.4M
74,062
+7%
增持
BND
VANGUARD BD INDEX FDS
+$1.3M
19,306
+604%
减持
HAL
HALLIBURTON CO
+$1.1M
125,579
-25%
增持
—
EXXON MOBIL CORP
+$1.1M
21,988
+70%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$874.0K
1,480
减持
VOO
VANGUARD INDEX FDS
-$733.0K
68,885
-7%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$576.0K
477,394
+11%
增持
SCHZ
SCHWAB STRATEGIC TR
+$553.0K
38,670
+50%
减持
VDE
VANGUARD WORLD FDS
+$547.0K
18,553
-5%
建仓
VFH
VANGUARD WORLD FDS
+$515.0K
5,513
增持
IEMG
ISHARES INC
+$512.0K
9,539
+3134%
减持
VO
VANGUARD INDEX FDS
-$463.0K
47,024
-4%
增持
—
TEMPLETON GLOBAL INCOME FD
+$437.0K
93,847
+1353%
增持
DVY
ISHARES TR
+$309.0K
2,423
+24130%
增持
IEFA
ISHARES TR
+$294.0K
5,225
+461%
减持
DFAC
DIMENSIONAL ETF TRUST
-$293.0K
417,122
-6%
增持
KMI
KINDER MORGAN INC DEL
+$279.0K
127,362
+0%
增持
CVX
CHEVRON CORP NEW
+$277.0K
4,425
+1%
建仓
ISRG
INTUITIVE SURGICAL INC
+$272.0K
900
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$250.0K
69,210
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$244.0K
2,739
+4%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$207.0K
0
-100%
减持
AAPL
APPLE INC
+$199.0K
12,546
-11%
减持
VTI
VANGUARD INDEX FDS
-$186.0K
65,366
-4%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$174.0K
1,718
-59%
建仓
—
CRESTWOOD EQUITY PARTNERS LP
+$172.0K
5,734
建仓
SHEL
SHELL PLC
+$172.0K
3,136
减持
IVV
ISHARES TR
-$106.0K
1,326
-19%
清仓
—
ROYAL DUTCH SHELL PLC
-$85.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$84.0K
1,143
+54%
减持
T
AT&T INC
-$81.0K
374
-89%
清仓
—
IHS MARKIT LTD
-$77.0K
0
-100%
减持
META
META PLATFORMS INC
-$77.0K
628
-2%
增持
TSLA
TESLA INC
+$76.0K
197
+13%
减持
SCI
SERVICE CORP INTL
+$74.0K
15,266
-1%
清仓
EVOL
EVOLVING SYS INC
-$72.0K
0
-100%
减持
ET
ENERGY TRANSFER L P
+$70.0K
46,157
-1%
增持
MSFT
MICROSOFT CORP
+$68.0K
2,414
+1%
增持
AMZN
AMAZON COM INC
+$67.0K
88
+31%
建仓
IDU
ISHARES TR
+$66.0K
720
增持
PSX
PHILLIPS 66
+$59.0K
1,411
+56%
清仓
—
ROYAL DUTCH SHELL PLC
-$54.0K
0
-100%
清仓
—
PHILLIPS 66 PARTNERS LP
-$54.0K
0
-100%
清仓
OVV
OVINTIV INC
-$53.0K
0
-100%
建仓
MCK
MCKESSON CORP
+$51.0K
165
增持
ICF
ISHARES TR
+$51.0K
760
+1800%
减持
PTLC
PACER FDS TR
-$48.0K
3,846
-26%
增持
MAIN
MAIN STR CAP CORP
+$43.0K
1,006
+16667%
减持
SQ
BLOCK INC
-$43.0K
25
-87%
清仓
DOCU
DOCUSIGN INC
-$39.0K
0
-100%
增持
WMT
WALMART INC
+$39.0K
1,009
+26%
建仓
TIP
ISHARES TR
+$37.0K
300
建仓
SPGI
S&P GLOBAL INC
+$36.0K
87
清仓
HOOD
ROBINHOOD MKTS INC
-$34.0K
0
-100%
清仓
—
KANSAS CITY SOUTHERN
-$33.0K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$32.0K
1,324
+0%
建仓
ITA
ISHARES TR
+$29.0K
263
增持
CMCSA
COMCAST CORP NEW
+$29.0K
1,580
+97%
建仓
—
CANADIAN PAC RY LTD
+$29.0K
351
增持
GOOG
ALPHABET INC
+$28.0K
17
+143%
减持
EFA
ISHARES TR
-$25.0K
4,528
-1%
减持
GE
GENERAL ELECTRIC CO
-$23.0K
58
-79%
减持
—
BLACKROCK INC
-$23.0K
20
-56%
增持
C
CITIGROUP INC
-$22.0K
1,373
+2%
建仓
PDM
PIEDMONT OFFICE REALTY TR IN
+$21.0K
1,200
减持
EFV
ISHARES TR
-$21.0K
671
-38%
清仓
—
CHUBB LIMITED
-$20.0K
0
-100%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$20.0K
49
-95%
增持
RWR
SPDR SER TR
+$17.0K
1,387
+0%
建仓
—
CLEARBRIDGE MLP AND MIDSTRM
+$17.0K
500
减持
EEM
ISHARES TR
-$16.0K
1,054
-17%
减持
WM
WASTE MGMT INC DEL
-$16.0K
12
-90%
增持
NVDA
NVIDIA CORPORATION
+$16.0K
195
+8%
建仓
—
TITAN MED INC
+$16.0K
30,000
清仓
TROW
PRICE T ROWE GROUP INC
-$14.0K
0
-100%
建仓
BBDC
BARINGS BDC INC
+$14.0K
1,309
减持
NEE
NEXTERA ENERGY INC
-$13.0K
148
-56%
减持
UAL
UNITED AIRLS HLDGS INC
-$13.0K
8,178
-1%
减持
MCD
MCDONALDS CORP
-$13.0K
262
-19%
减持
BOND
PIMCO ETF TR
-$12.0K
691
-6%
减持
AMGN
AMGEN INC
-$12.0K
220
-28%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$12.0K
109
+289%
建仓
PYPL
PAYPAL HLDGS INC
+$12.0K
100
增持
SWKS
SKYWORKS SOLUTIONS INC
+$12.0K
100
+1567%
增持
—
DUPONT DE NEMOURS INC
+$12.0K
182
+810%
清仓
—
ABERDEEN AUSTRALIA EQUITY FD
-$12.0K
0
-100%
清仓
CVY
INVESCO EXCHANGE TRADED FD T
-$12.0K
0
-100%
增持
VDC
VANGUARD WORLD FDS
+$11.0K
98
+128%
建仓
—
SIRIUS XM HOLDINGS INC
+$10.0K
1,584
建仓
GM
GENERAL MTRS CO
+$10.0K
236
增持
MU
MICRON TECHNOLOGY INC
+$10.0K
612
+15%
增持
IJS
ISHARES TR
+$9.0K
2,896
+1%
增持
F
FORD MTR CO DEL
+$9.0K
3,067
+1%
建仓
—
SPIRIT OF TEX BANCSHARES INC
+$9.0K
345
增持
CTVA
CORTEVA INC
+$9.0K
182
+810%
清仓
PH
PARKER-HANNIFIN CORP
-$9.0K
0
-100%
增持
MRK
MERCK & CO INC
+$9.0K
1,272
+0%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$8.0K
17,384
-7%
减持
MO
ALTRIA GROUP INC
-$8.0K
150
-57%
清仓
HRL
HORMEL FOODS CORP
-$8.0K
0
-100%
建仓
LEN
LENNAR CORP
+$8.0K
100
增持
MS
MORGAN STANLEY
+$8.0K
209
+103%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$7.0K
230
-47%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$7.0K
2,306
+0%
减持
D
DOMINION ENERGY INC
-$7.0K
100
-50%
建仓
—
ETF MANAGERS TR
+$7.0K
628
清仓
WPC
WP CAREY INC
-$7.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$7.0K
396
-5%
建仓
DJT
DIGITAL WORLD ACQUISITION CO
+$6.0K
100
建仓
—
23ANDME HOLDING CO
+$6.0K
1,504
建仓
—
KELLOGG CO
+$6.0K
100
减持
DOW
DOW INC
-$6.0K
334
-29%
增持
BP
BP PLC
+$6.0K
2,902
+0%
建仓
RBLX
ROBLOX CORP
+$5.0K
100
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$5.0K
200
-33%
建仓
IDV
ISHARES TR
+$5.0K
164
增持
XLF
SELECT SECTOR SPDR TR
+$5.0K
6,068
+0%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$5.0K
100
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$4.0K
74
建仓
EVGO
EVGO INC
+$4.0K
300
建仓
STAG
STAG INDL INC
+$4.0K
100
增持
SBUX
STARBUCKS CORP
-$4.0K
782
+15%
增持
IWD
ISHARES TR
+$4.0K
195
+8%
减持
IRM
IRON MTN INC NEW
+$3.0K
969
-17%
增持
IWF
ISHARES TR
+$3.0K
183
+5%
减持
DEM
WISDOMTREE TR
-$3.0K
2,915
-3%
建仓
FSLR
FIRST SOLAR INC
+$3.0K
35
减持
SLB
SCHLUMBERGER LTD
+$3.0K
500
-17%
增持
IVE
ISHARES TR
+$3.0K
229
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.0K
256
-13%
清仓
—
LUCID GROUP INC
-$3.0K
0
-100%
增持
ELD
WISDOMTREE TR
-$3.0K
1,034
+0%
减持
CC
CHEMOURS CO
-$3.0K
110
-48%
清仓
FLR
FLUOR CORP NEW
-$3.0K
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$2.0K
1,340
+100%
建仓
—
CHARGEPOINT HOLDINGS INC
+$2.0K
100
