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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 7
增持 89
减持 38
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VUSB
VANGUARD BD INDEX FDS
+$38.4M
1,329,710
+143%
减持
MINT
PIMCO ETF TR
-$6.5M
237,506
-22%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$5.6M
351,124
-25%
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
VEA
VANGUARD TAX-MANAGED FDS
+$3.4M
857,680
-4%
减持
BSV
VANGUARD BD INDEX FDS
-$3.2M
73,518
-37%
增持
SLB
SCHLUMBERGER LTD
+$3.1M
61,341
+1072%
增持
IEFA
ISHARES TR
+$3.1M
69,049
+212%
减持
VTIP
VANGUARD MALVERN FDS
-$2.4M
508,281
-7%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.4M
157,052
+2%
增持
VOE
VANGUARD INDEX FDS
+$2.3M
92,964
+10%
增持
VBR
VANGUARD INDEX FDS
+$1.7M
85,844
+3%
增持
VNQ
VANGUARD INDEX FDS
+$1.7M
134,424
+15%
增持
—
EXXON MOBIL CORP
+$1.7M
33,142
+47%
减持
VOO
VANGUARD INDEX FDS
+$1.5M
68,572
-0%
减持
HAL
HALLIBURTON CO
+$1.5M
101,981
-2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.3M
2,426
-92%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
69,527
+4%
减持
BND
VANGUARD BD INDEX FDS
-$1.2M
412
-98%
减持
AGG
ISHARES TR
-$1.0M
22,650
-32%
增持
BNY
BANK NEW YORK MELLON CORP
+$978.0K
90,642
+11%
清仓
—
SHELL MIDSTREAM PARTNERS L P
-$950.0K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$919.0K
228,742
-15%
减持
AMZN
AMAZON COM INC
-$852.0K
5,800
-51%
减持
DFAC
DIMENSIONAL ETF TRUST
+$773.0K
412,102
-1%
增持
RWR
SPDR SER TR
+$671.0K
9,025
+560%
减持
VO
VANGUARD INDEX FDS
+$408.0K
44,634
-3%
增持
VFH
VANGUARD WORLD FDS
+$391.0K
21,705
+15%
增持
DVN
DEVON ENERGY CORP NEW
+$379.0K
13,093
+85%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$366.0K
703,606
+6%
减持
—
TEMPLETON GLOBAL INCOME FD
-$330.0K
2,070
-98%
增持
IJH
ISHARES TR
+$229.0K
1,615
+119%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$223.0K
16,866
-2%
清仓
SIVR
ABRDN SILVER ETF TRUST
-$182.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$181.0K
4,953
+0%
增持
SCI
SERVICE CORP INTL
+$181.0K
15,840
+0%
增持
TSLA
TESLA INC
-$173.0K
1,645
+16%
减持
KMI
KINDER MORGAN INC DEL
+$167.0K
126,391
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$165.0K
3,591
+1%
增持
IJS
ISHARES TR
+$163.0K
4,400
+52%
增持
BHP
BHP GROUP LTD
+$135.0K
3,089
+175%
增持
DEM
WISDOMTREE TR
+$132.0K
6,159
+128%
增持
MSFT
MICROSOFT CORP
+$116.0K
2,842
+17%
清仓
—
BARRICK GOLD CORP
-$111.0K
0
-100%
增持
LLY
LILLY ELI & CO
+$109.0K
1,008
+26%
清仓
IEI
ISHARES TR
-$99.0K
0
-100%
增持
DJP
BARCLAYS BANK PLC
+$93.0K
55,963
+3%
增持
ITA
ISHARES TR
+$87.0K
987
+275%
增持
JPM
JPMORGAN CHASE & CO
+$84.0K
2,763
+1%
增持
VDC
VANGUARD WORLD FDS
+$78.0K
1,049
+47%
增持
COP
CONOCOPHILLIPS
+$76.0K
2,455
+18%
增持
ISRG
INTUITIVE SURGICAL INC
+$71.0K
904
+0%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$71.0K
300
减持
XLE
SELECT SECTOR SPDR TR
-$67.0K
325
-75%
增持
EMXC
ISHARES INC
+$64.0K
5,334
+25%
增持
ABBV
ABBVIE INC
+$61.0K
448
+440%
减持
JHI
HANCOCK JOHN INVS TR
-$60.0K
11
-100%
增持
TGT
TARGET CORP
+$60.0K
588
+223%
建仓
PAYX
PAYCHEX INC
+$58.0K
505
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$56.0K
603
-62%
增持
MRK
MERCK & CO INC
+$54.0K
1,503
+15%
增持
WM
WASTE MGMT INC DEL
+$53.0K
358
+1527%
增持
WPC
WP CAREY INC
+$53.0K
6,370
+0%
增持
PFE
PFIZER INC
+$50.0K
1,643
+109%
清仓
—
UNITED STATES STL CORP NEW
-$45.0K
0
-100%
增持
ET
ENERGY TRANSFER L P
+$45.0K
52,941
+0%
增持
EFA
ISHARES TR
+$43.0K
4,540
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$39.0K
244
-81%
增持
ABT
ABBOTT LABS
+$38.0K
424
+366%
增持
PSX
PHILLIPS 66
+$34.0K
1,416
+0%
增持
IVV
ISHARES TR
+$34.0K
1,346
+0%
减持
NEM
NEWMONT CORP
-$34.0K
17
-98%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$33.0K
1,307
-12%
清仓
IUSG
ISHARES TR
-$32.0K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$32.0K
1,977
-3%
减持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$27.0K
1,000
-59%
增持
QQQ
INVESCO QQQ TR
+$26.0K
666
+18%
增持
MDLZ
MONDELEZ INTL INC
+$26.0K
555
+178%
减持
IEMG
ISHARES INC
-$26.0K
8,994
-13%
增持
LMT
LOCKHEED MARTIN CORP
+$25.0K
246
+1%
增持
UNP
UNION PAC CORP
+$24.0K
1,812
+0%
减持
VDE
VANGUARD WORLD FDS
+$24.0K
15,219
-15%
减持
MA
MASTERCARD INCORPORATED
-$23.0K
62
-61%
增持
BP
BP PLC
+$22.0K
3,064
+3%
建仓
IJJ
ISHARES TR
+$20.0K
202
增持
CAT
CATERPILLAR INC
+$19.0K
247
+0%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$19.0K
0
-100%
增持
HWC
HANCOCK WHITNEY CORPORATION
+$17.0K
355
+2858%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$16.0K
0
-100%
清仓
—
ABIOMED INC
-$16.0K
0
-100%
清仓
SHY
ISHARES TR
-$14.0K
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$14.0K
1,354
+1%
减持
—
CLEARBRIDGE MLP AND MIDSTRM
-$14.0K
200
-71%
增持
SBUX
STARBUCKS CORP
+$14.0K
824
+3%
增持
T
AT&T INC
+$14.0K
1,138
+175%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$14.0K
351
+251%
增持
WMT
WALMART INC
+$13.0K
868
+2%
增持
MPC
MARATHON PETE CORP
+$13.0K
714
+1%
增持
SCHM
SCHWAB STRATEGIC TR
+$12.0K
2,346
+0%
增持
MCK
MCKESSON CORP
+$12.0K
248
+3%
增持
CSCO
CISCO SYS INC
+$11.0K
1,318
+1%
增持
HON
HONEYWELL INTL INC
+$11.0K
217
+3%
增持
BAC
BANK AMERICA CORP
+$11.0K
2,386
+5%
增持
SHOP
SHOPIFY INC
+$11.0K
1,336
+0%
增持
LOW
LOWES COS INC
+$11.0K
735
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$11.0K
463
+0%
增持
WFC
WELLS FARGO CO NEW
+$11.0K
7,240
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$10.0K
170
+7%
增持
MCD
MCDONALDS CORP
+$10.0K
268
+2%
增持
CMCSA
COMCAST CORP NEW
+$9.0K
1,625
+1%
增持
SDY
SPDR SER TR
+$9.0K
516
+3%
增持
GOOGL
ALPHABET INC
+$9.0K
1,918
+14%
增持
TJX
TJX COS INC NEW
+$9.0K
488
+3%
增持
NFLX
NETFLIX INC
+$9.0K
144
+1%
增持
NVDA
NVIDIA CORPORATION
+$9.0K
216
+16%
减持
PRU
PRUDENTIAL FINL INC
-$8.0K
100
-50%
增持
V
VISA INC
+$8.0K
219
+5%
增持
PLD
PROLOGIS INC.
+$8.0K
78
+1014%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$8.0K
306
+2%
增持
SO
SOUTHERN CO
+$8.0K
2,182
+1%
清仓
—
VIZIO HLDG CORP
-$8.0K
0
-100%
清仓
LEN
LENNAR CORP
-$7.0K
0
-100%
减持
GE
GENERAL ELECTRIC CO
+$7.0K
468
-10%
建仓
CAG
CONAGRA BRANDS INC
+$7.0K
200
增持
TXN
TEXAS INSTRS INC
+$7.0K
447
+4%
减持
MO
ALTRIA GROUP INC
+$7.0K
1,603
-3%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$7.0K
0
-100%
增持
C
CITIGROUP INC
+$7.0K
1,443
+3%
清仓
—
INTERCEPT PHARMACEUTICALS IN
-$6.0K
0
-100%
建仓
LW
LAMB WESTON HLDGS INC
+$6.0K
72
清仓
—
DUKE REALTY CORP
-$6.0K
0
-100%
减持
HD
HOME DEPOT INC
+$6.0K
366
-8%
增持
DRI
DARDEN RESTAURANTS INC
+$6.0K
482
+1%
增持
OKE
ONEOK INC NEW
+$6.0K
376
+4%
增持
GILD
GILEAD SCIENCES INC
+$6.0K
219
+8%
增持
META
META PLATFORMS INC
-$6.0K
671
+5%
减持
SHEL
SHELL PLC
+$5.0K
2,639
-10%
增持
FHN
FIRST HORIZON CORPORATION
+$5.0K
2,449
+1%
减持
AMGN
AMGEN INC
-$5.0K
177
-22%
增持
—
DUPONT DE NEMOURS INC
+$5.0K
222
+5%
建仓
O
REALTY INCOME CORP
+$5.0K
83
增持
EFV
ISHARES TR
+$5.0K
680
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$5.0K
19
-81%
减持
INTC
INTEL CORP
-$5.0K
1,583
-13%
清仓
—
TWITTER INC
-$4.0K
0
-100%
增持
GOOG
ALPHABET INC
+$4.0K
454
+19%
增持
IVE
ISHARES TR
+$4.0K
231
+0%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$4.0K
400
-58%
建仓
MPLX
MPLX LP
+$4.0K
150
增持
TNET
TRINET GROUP INC
+$4.0K
191
+55%
增持
ROKU
ROKU INC
+$4.0K
150
+200%
