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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 45
增持 71
减持 28
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
MINT
PIMCO ETF TR
-$6.7M
330,175
-16%
减持
VOO
VANGUARD INDEX FDS
-$4.8M
68,550
-0%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.3M
152,757
-4%
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
VTI
VANGUARD INDEX FDS
-$2.2M
67,018
+3%
减持
VO
VANGUARD INDEX FDS
-$2.0M
46,538
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.9M
412,104
-1%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.8M
581,695
+18%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.8M
264,645
-5%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.7M
472,019
-1%
减持
HAL
HALLIBURTON CO
-$1.5M
103,685
-17%
减持
BSV
VANGUARD BD INDEX FDS
-$1.1M
128,934
-9%
减持
AGG
ISHARES TR
-$1.1M
35,678
-19%
增持
VBR
VANGUARD INDEX FDS
-$1.1M
79,837
+8%
增持
VNQ
VANGUARD INDEX FDS
-$917.0K
106,809
+9%
增持
IEFA
ISHARES TR
+$892.0K
21,321
+308%
建仓
—
SHELL MIDSTREAM PARTNERS L P
+$846.0K
60,110
减持
BA
BOEING CO
-$746.0K
13,460
-0%
增持
IJR
ISHARES TR
+$739.0K
8,000
+199900%
增持
VFH
VANGUARD WORLD FDS
+$540.0K
13,664
+148%
增持
AMZN
AMAZON COM INC
+$503.0K
7,440
+8355%
增持
AAPL
APPLE INC
-$427.0K
12,902
+3%
建仓
IAGG
ISHARES TR
+$397.0K
7,961
增持
VTIP
VANGUARD MALVERN FDS
+$379.0K
545,739
+4%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$364.0K
810,267
+16%
增持
—
EXXON MOBIL CORP
+$328.0K
25,038
+14%
增持
VUSB
VANGUARD BD INDEX FDS
+$326.0K
323,688
+2%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$312.0K
17,374
-0%
增持
KMI
KINDER MORGAN INC DEL
-$273.0K
127,391
+0%
减持
BND
VANGUARD BD INDEX FDS
-$244.0K
17,170
-11%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$233.0K
63,721
-8%
减持
SCHZ
SCHWAB STRATEGIC TR
-$222.0K
36,220
-6%
增持
VOE
VANGUARD INDEX FDS
+$208.0K
74,567
+18%
建仓
EMXC
ISHARES INC
+$204.0K
4,275
增持
SCHX
SCHWAB STRATEGIC TR
+$146.0K
4,608
+316%
减持
VDE
VANGUARD WORLD FDS
-$146.0K
18,494
-0%
建仓
SPYG
SPDR SER TR
+$143.0K
2,733
增持
SCHM
SCHWAB STRATEGIC TR
+$131.0K
2,242
+1611%
增持
SCHF
SCHWAB STRATEGIC TR
+$128.0K
4,313
+1915%
增持
OXY
OCCIDENTAL PETE CORP
+$118.0K
2,186
+1075%
建仓
NUE
NUCOR CORP
+$105.0K
1,005
增持
IJH
ISHARES TR
+$104.0K
799
+177%
增持
UNP
UNION PAC CORP
-$102.0K
1,803
+1%
增持
MSFT
MICROSOFT CORP
-$96.0K
2,524
+5%
增持
SCI
SERVICE CORP INTL
+$88.0K
15,818
+4%
增持
ISRG
INTUITIVE SURGICAL INC
-$87.0K
922
+2%
增持
DVN
DEVON ENERGY CORP NEW
+$86.0K
9,093
+30%
增持
VDC
VANGUARD WORLD FDS
+$85.0K
563
+474%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$85.0K
0
-100%
增持
IWM
ISHARES TR
+$85.0K
911
+173%
减持
SHV
ISHARES TR
-$84.0K
662
-53%
增持
TSLA
TESLA INC
-$79.0K
198
+1%
建仓
LQD
ISHARES TR
+$78.0K
711
减持
—
TEMPLETON GLOBAL INCOME FD
-$77.0K
89,459
-5%
建仓
IUSV
ISHARES TR
+$68.0K
1,023
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$68.0K
1,484
+0%
建仓
SCHE
SCHWAB STRATEGIC TR
+$63.0K
2,500
增持
SCHA
SCHWAB STRATEGIC TR
+$63.0K
1,624
+26967%
减持
DIS
DISNEY WALT CO
-$59.0K
1,057
-9%
增持
JPM
JPMORGAN CHASE & CO
-$58.0K
2,767
+2%
建仓
SCHG
SCHWAB STRATEGIC TR
+$58.0K
1,000
建仓
IEI
ISHARES TR
+$54.0K
450
增持
MO
ALTRIA GROUP INC
+$53.0K
1,450
+867%
增持
EFA
ISHARES TR
-$49.0K
4,538
+0%
增持
VTR
VENTAS INC
+$49.0K
1,154
+649%
建仓
SHYG
ISHARES TR
+$49.0K
1,200
减持
WMT
WALMART INC
-$48.0K
837
-17%
增持
LLY
LILLY ELI & CO
+$46.0K
803
+7%
增持
TIP
ISHARES TR
+$46.0K
729
+143%
增持
GLD
SPDR GOLD TR
+$40.0K
1,462
+28%
增持
SCHP
SCHWAB STRATEGIC TR
+$39.0K
1,143
+175%
建仓
NRT
NORTH EUROPEAN OIL RTY TR
+$38.0K
3,062
建仓
—
UNITED STATES STL CORP NEW
+$36.0K
2,000
减持
HYG
ISHARES TR
-$36.0K
1,106
-22%
建仓
MSTR
MICROSTRATEGY INC
+$33.0K
201
增持
QQQ
INVESCO QQQ TR
+$32.0K
601
+61%
建仓
IAU
ISHARES GOLD TR
+$29.0K
840
增持
META
META PLATFORMS INC
-$29.0K
686
+9%
增持
GE
GENERAL ELECTRIC CO
+$28.0K
519
+795%
减持
DEM
WISDOMTREE TR
-$27.0K
2,741
-6%
增持
LUV
SOUTHWEST AIRLS CO
+$24.0K
1,307
+158%
建仓
IWB
ISHARES TR
+$24.0K
116
建仓
SCHK
SCHWAB STRATEGIC TR
+$23.0K
624
增持
NFLX
NETFLIX INC
-$23.0K
166
+19%
增持
NVDA
NVIDIA CORPORATION
-$23.0K
196
+1%
增持
COP
CONOCOPHILLIPS
-$22.0K
2,446
+1%
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$21.0K
500
建仓
BTI
BRITISH AMERN TOB PLC
+$21.0K
500
清仓
SNA
SNAP ON INC
-$21.0K
0
-100%
增持
INTC
INTEL CORP
-$21.0K
1,823
+2%
增持
BAC
BK OF AMERICA CORP
-$20.0K
2,280
+3%
增持
IEMG
ISHARES INC
-$20.0K
10,393
+9%
减持
EEMV
ISHARES INC
-$20.0K
288
-51%
建仓
PRU
PRUDENTIAL FINL INC
+$19.0K
200
减持
SLB
SCHLUMBERGER LTD
-$19.0K
51
-90%
增持
UAL
UNITED AIRLS HLDGS INC
-$19.0K
10,157
+24%
建仓
PTA
COHEN & STEERS TAX ADVAN PFD
+$19.0K
1,000
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$18.0K
2,307
+0%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$18.0K
1,465
-15%
增持
F
FORD MTR CO DEL
-$18.0K
3,089
+1%
建仓
STIP
ISHARES TR
+$18.0K
175
增持
GOOGL
ALPHABET INC
+$18.0K
11
+450%
建仓
WDI
WESTERN ASSET DIVERSIFIED IN
+$17.0K
1,250
建仓
EMLC
VANECK ETF TRUST
+$17.0K
709
增持
XLY
SELECT SECTOR SPDR TR
-$17.0K
537
+9%
建仓
IXN
ISHARES TR
+$16.0K
356
减持
BOND
PIMCO ETF TR
-$16.0K
567
-18%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$16.0K
56
增持
MRK
MERCK & CO INC
+$15.0K
1,310
+3%
增持
XLC
SELECT SECTOR SPDR TR
-$15.0K
986
+0%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$14.0K
265
建仓
MAR
MARRIOTT INTL INC NEW
+$14.0K
100
减持
PTLC
PACER FDS TR
-$14.0K
3,605
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$14.0K
462
+17%
清仓
BBDC
BARINGS BDC INC
-$14.0K
0
-100%
增持
ET
ENERGY TRANSFER L P
+$12.0K
52,890
+15%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$12.0K
100
减持
EEM
ISHARES TR
-$11.0K
935
-11%
建仓
PAXS
PIMCO ACCESS INCOME FUND
+$11.0K
713
清仓
BCE
BCE INC
-$11.0K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$11.0K
101
增持
CVX
CHEVRON CORP NEW
-$10.0K
4,903
+11%
增持
XLI
SELECT SECTOR SPDR TR
-$10.0K
1,057
+7%
增持
DAL
DELTA AIR LINES INC DEL
-$10.0K
1,365
+8%
增持
MU
MICRON TECHNOLOGY INC
-$9.0K
712
+16%
建仓
—
ASML HOLDING N V
+$9.0K
18
清仓
—
SPIRIT OF TEX BANCSHARES INC
-$9.0K
0
-100%
建仓
ABNB
AIRBNB INC
+$9.0K
100
建仓
CRM
SALESFORCE INC
+$9.0K
57
增持
C
CITIGROUP INC
-$9.0K
1,387
+1%
建仓
IXC
ISHARES TR
+$8.0K
245
建仓
DKS
DICKS SPORTING GOODS INC
+$8.0K
100
建仓
VAW
VANGUARD WORLD FDS
+$8.0K
52
建仓
EZU
ISHARES INC
+$7.0K
196
增持
CAT
CATERPILLAR INC
-$7.0K
271
+10%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$7.0K
43
+115%
建仓
SFNC
SIMMONS 1ST NATL CORP
+$7.0K
345
增持
COST
COSTCO WHSL CORP NEW
+$6.0K
45
+67%
建仓
SCHH
SCHWAB STRATEGIC TR
+$6.0K
294
建仓
INTU
INTUIT
+$6.0K
15
清仓
—
KELLOGG CO
-$6.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$6.0K
225
+29%
建仓
IWR
ISHARES TR
+$6.0K
93
增持
AMD
ADVANCED MICRO DEVICES INC
+$6.0K
102
+500%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$6.0K
57
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$6.0K
100
增持
JNJ
JOHNSON & JOHNSON
+$6.0K
739
+5%
增持
TGT
TARGET CORP
-$6.0K
181
+21%
增持
CALY
CALLAWAY GOLF CO
-$5.0K
2,538
+4%
增持
NEE
NEXTERA ENERGY INC
+$5.0K
227
+53%
建仓
—
TOTALENERGIES SE
+$5.0K
98
