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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 21
增持 55
减持 57
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
VUSB
VANGUARD BD INDEX FDS
+$10.9M
547,528
+69%
减持
MINT
PIMCO ETF TR
-$2.8M
302,765
-8%
减持
BSV
VANGUARD BD INDEX FDS
-$1.2M
116,342
-10%
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
VOO
VANGUARD INDEX FDS
-$1.2M
68,787
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.2M
269,535
+2%
减持
VTIP
VANGUARD MALVERN FDS
-$1.2M
544,067
-0%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.1M
465,900
-1%
增持
VYM
VANGUARD WHITEHALL FDS
-$902.0K
154,229
+1%
增持
VTI
VANGUARD INDEX FDS
-$602.0K
67,083
+0%
增持
VOE
VANGUARD INDEX FDS
+$587.0K
84,135
+13%
增持
AMZN
AMAZON COM INC
+$549.0K
11,850
+59%
减持
VO
VANGUARD INDEX FDS
-$478.0K
46,222
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$456.0K
896,673
+11%
建仓
WPC
WP CAREY INC
+$444.0K
6,364
减持
AGG
ISHARES TR
-$426.0K
33,237
-7%
清仓
IAGG
ISHARES TR
-$397.0K
0
-100%
减持
SCHZ
SCHWAB STRATEGIC TR
-$369.0K
30,122
-17%
增持
DFAC
DIMENSIONAL ETF TRUST
-$369.0K
415,147
+1%
增持
VNQ
VANGUARD INDEX FDS
-$352.0K
116,995
+10%
增持
VFH
VANGUARD WORLD FDS
+$350.0K
18,872
+38%
建仓
NTSX
WISDOMTREE TR
+$299.0K
9,783
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$272.0K
665,365
+14%
增持
TSLA
TESLA INC
+$243.0K
1,416
+615%
建仓
NTSI
WISDOMTREE TR
+$229.0K
8,437
增持
SYY
SYSCO CORP
+$223.0K
4,288
+355%
增持
SLB
SCHLUMBERGER LTD
+$186.0K
5,233
+10161%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$183.0K
10,000
增持
SCI
SERVICE CORP INTL
-$179.0K
15,833
+0%
减持
—
EXXON MOBIL CORP
-$172.0K
22,586
-10%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$169.0K
17,233
-1%
建仓
AVEM
AMERICAN CENTY ETF TR
+$166.0K
3,610
增持
AAPL
APPLE INC
+$163.0K
13,942
+8%
建仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$160.0K
6,043
增持
GOOGL
ALPHABET INC
+$137.0K
1,680
+15173%
建仓
—
BARRICK GOLD CORP
+$112.0K
7,216
增持
NUE
NUCOR CORP
+$110.0K
2,012
+100%
增持
IEFA
ISHARES TR
-$89.0K
22,134
+4%
减持
MSFT
MICROSOFT CORP
-$83.0K
2,428
-4%
减持
DVN
DEVON ENERGY CORP NEW
-$74.0K
7,093
-22%
减持
BND
VANGUARD BD INDEX FDS
-$74.0K
17,069
-1%
建仓
JHI
HANCOCK JOHN INVS TR
+$60.0K
5,011
减持
—
TEMPLETON GLOBAL INCOME FD
-$57.0K
83,070
-7%
增持
ET
ENERGY TRANSFER L P
+$56.0K
52,914
+0%
增持
BHP
BHP GROUP LTD
+$51.0K
1,124
+1149%
增持
IEI
ISHARES TR
+$46.0K
874
+94%
减持
GLD
SPDR GOLD TR
-$43.0K
1,312
-10%
减持
LQD
ISHARES TR
-$42.0K
354
-50%
增持
VBR
VANGUARD INDEX FDS
-$42.0K
83,116
+4%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$38.0K
63,720
-0%
增持
IUSV
ISHARES TR
+$36.0K
1,669
+63%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$36.0K
460
建仓
USIG
ISHARES TR
+$33.0K
677
增持
NEM
NEWMONT CORP
+$33.0K
810
+4665%
清仓
MSTR
MICROSTRATEGY INC
-$33.0K
0
-100%
建仓
IUSG
ISHARES TR
+$33.0K
410
减持
SCHP
SCHWAB STRATEGIC TR
-$33.0K
596
-48%
增持
VZ
VERIZON COMMUNICATIONS INC
+$32.0K
1,284
+273%
减持
LUV
SOUTHWEST AIRLS CO
-$31.0K
507
-61%
增持
SCHF
SCHWAB STRATEGIC TR
+$30.0K
5,903
+37%
清仓
SPGI
S&P GLOBAL INC
-$29.0K
0
-100%
增持
MCK
MCKESSON CORP
+$28.0K
240
+45%
增持
SHOP
SHOPIFY INC
+$26.0K
1,330
+303%
减持
IWM
ISHARES TR
-$26.0K
778
-15%
减持
JPM
JPMORGAN CHASE & CO
-$25.0K
2,742
-1%
增持
IJR
ISHARES TR
-$24.0K
8,202
+3%
减持
META
META PLATFORMS INC
-$24.0K
638
-7%
减持
SHEL
SHELL PLC
-$23.0K
2,930
-9%
减持
WFC
WELLS FARGO CO NEW
-$21.0K
7,148
-9%
建仓
PSEC
PROSPECT CAP CORP
+$20.0K
3,157
增持
IVV
ISHARES TR
-$20.0K
1,345
+1%
减持
IJH
ISHARES TR
-$20.0K
736
-8%
减持
HYG
ISHARES TR
-$19.0K
862
-22%
增持
SCHX
SCHWAB STRATEGIC TR
+$19.0K
5,318
+15%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$19.0K
2,048
+5%
减持
VDE
VANGUARD WORLD FDS
-$19.0K
17,930
-3%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$18.0K
401
增持
VDC
VANGUARD WORLD FDS
+$18.0K
713
+27%
建仓
MET
METLIFE INC
+$18.0K
300
减持
RWR
SPDR SER TR
-$17.0K
1,368
-1%
减持
KMI
KINDER MORGAN INC DEL
-$17.0K
127,291
-0%
减持
QQQ
INVESCO QQQ TR
-$17.0K
566
-6%
清仓
IXN
ISHARES TR
-$16.0K
0
-100%
增持
TIP
ISHARES TR
+$16.0K
939
+29%
减持
ISRG
INTUITIVE SURGICAL INC
-$16.0K
900
-2%
减持
SHYG
ISHARES TR
-$16.0K
825
-31%
增持
CMCSA
COMCAST CORP NEW
-$15.0K
1,605
+2%
减持
JNJ
JOHNSON & JOHNSON
-$14.0K
716
-3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$13.0K
2,308
+0%
减持
DEM
WISDOMTREE TR
-$13.0K
2,696
-2%
减持
V
VISA INC
-$13.0K
209
-17%
建仓
GOVT
ISHARES TR
+$12.0K
512
减持
BABA
ALIBABA GROUP HLDG LTD
-$12.0K
250
-12%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$11.0K
67
-75%
清仓
PAXS
PIMCO ACCESS INCOME FUND
-$11.0K
0
-100%
增持
OXY
OCCIDENTAL PETE CORP
+$11.0K
2,286
+5%
清仓
COF
CAPITAL ONE FINL CORP
-$11.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$10.0K
20
-53%
清仓
—
GSK PLC
-$10.0K
0
-100%
减持
SO
SOUTHERN CO
-$10.0K
2,162
-2%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$10.0K
23
-59%
增持
IRM
IRON MTN INC DEL
+$9.0K
1,269
+31%
增持
—
UNITED STATES STL CORP NEW
+$9.0K
2,500
+25%
增持
WMT
WALMART INC
+$9.0K
852
+2%
清仓
—
ASML HOLDING N V
-$9.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$9.0K
964
-9%
减持
CAT
CATERPILLAR INC
-$8.0K
246
-9%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$8.0K
118
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$8.0K
100
清仓
DKS
DICKS SPORTING GOODS INC
-$8.0K
0
-100%
增持
UAL
UNITED AIRLS HLDGS INC
+$8.0K
11,302
+11%
增持
SBUX
STARBUCKS CORP
+$8.0K
803
+3%
减持
PFE
PFIZER INC
-$8.0K
786
-1%
减持
CRM
SALESFORCE INC
-$8.0K
7
-88%
清仓
EZU
ISHARES INC
-$7.0K
0
-100%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$7.0K
1,000
清仓
—
CDK GLOBAL INC
-$7.0K
0
-100%
增持
—
CLEARBRIDGE MLP AND MIDSTRM
+$7.0K
700
+40%
减持
NVDA
NVIDIA CORPORATION
-$7.0K
186
-5%
减持
COP
CONOCOPHILLIPS
-$7.0K
2,084
-15%
减持
—
ROYAL CARIBBEAN GROUP
-$6.0K
135
-55%
增持
MO
ALTRIA GROUP INC
+$6.0K
1,650
+14%
清仓
INTU
INTUIT
-$6.0K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$6.0K
179
+1019%
减持
BOND
PIMCO ETF TR
-$6.0K
532
-6%
建仓
GSK
GSK PLC
+$6.0K
200
建仓
SGOV
ISHARES TR
+$6.0K
61
减持
MMM
3M CO
-$6.0K
183
-10%
减持
HD
HOME DEPOT INC
-$6.0K
396
-5%
增持
SCHA
SCHWAB STRATEGIC TR
+$6.0K
1,818
+12%
增持
MRK
MERCK & CO INC
-$6.0K
1,311
+0%
减持
DON
WISDOMTREE TR
-$6.0K
525
-23%
增持
C
CITIGROUP INC
-$6.0K
1,402
+1%
减持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$5.0K
2,437
-4%
减持
AMAT
APPLIED MATLS INC
-$5.0K
144
-23%
增持
TSN
TYSON FOODS INC
+$5.0K
173
+137%
增持
GOOG
ALPHABET INC
-$5.0K
380
+1900%
清仓
FCX
FREEPORT-MCMORAN INC
-$5.0K
0
-100%
减持
MS
MORGAN STANLEY
-$5.0K
203
-28%
减持
NFLX
NETFLIX INC
+$5.0K
143
-14%
增持
STIP
ISHARES TR
+$5.0K
241
+38%
清仓
DHR
DANAHER CORPORATION
-$5.0K
0
-100%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$4.0K
200
-15%
减持
ABT
ABBOTT LABS
-$4.0K
91
-27%
建仓
—
WILHELMINA INTL INC
+$4.0K
1,030
清仓
AMT
AMERICAN TOWER CORP NEW
-$4.0K
0
-100%
清仓
—
UNILEVER PLC
-$4.0K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.0K
1,113
+11%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$4.0K
0
-100%
增持
TNET
TRINET GROUP INC
+$4.0K
123
+102%
减持
T
AT&T INC
-$3.0K
414
-0%
