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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 19
增持 88
减持 32
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
MINT
PIMCO ETF TR
-$12.5M
109,183
-54%
减持
VUSB
VANGUARD BD INDEX FDS
-$9.8M
1,125,644
-15%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$9.8M
991,616
+16%
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
BNDX
VANGUARD CHARLOTTE FDS
+$7.9M
503,298
+43%
减持
VOO
VANGUARD INDEX FDS
+$3.8M
68,513
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.5M
132,952
-42%
增持
VOE
VANGUARD INDEX FDS
+$3.1M
113,332
+22%
增持
VNQ
VANGUARD INDEX FDS
+$3.1M
169,358
+26%
减持
VTI
VANGUARD INDEX FDS
+$1.9M
68,962
-1%
增持
VBR
VANGUARD INDEX FDS
+$1.9M
93,745
+9%
增持
VTIP
VANGUARD MALVERN FDS
+$1.6M
534,904
+5%
增持
SCI
SERVICE CORP INTL
+$1.4M
38,778
+145%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.3M
862,830
+23%
增持
AAPL
APPLE INC
+$999.0K
15,086
+2%
增持
TIP
ISHARES TR
+$878.0K
9,082
+884%
减持
BSV
VANGUARD BD INDEX FDS
-$845.0K
62,062
-16%
增持
VFH
VANGUARD WORLD FDS
+$683.0K
30,513
+41%
增持
HAL
HALLIBURTON CO
-$632.0K
102,461
+0%
增持
MSFT
MICROSOFT CORP
+$464.0K
3,365
+18%
减持
AGG
ISHARES TR
-$429.0K
18,042
-20%
减持
VO
VANGUARD INDEX FDS
+$399.0K
43,133
-3%
减持
IEFA
ISHARES TR
+$383.0K
68,727
-0%
增持
AMZN
AMAZON COM INC
+$329.0K
6,270
+8%
减持
DFAC
DIMENSIONAL ETF TRUST
+$311.0K
379,995
-8%
增持
TSLA
TESLA INC
+$302.0K
1,929
+17%
减持
—
EXXON MOBIL CORP
-$301.0K
31,277
-6%
增持
WFC
WELLS FARGO CO NEW
+$299.0K
13,995
+93%
增持
BA
BOEING CO
+$289.0K
13,510
+0%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$283.0K
13,356
-21%
减持
DJP
BARCLAYS BANK PLC
-$272.0K
52,819
-6%
增持
SLB
SCHLUMBERGER LTD
-$264.0K
61,382
+0%
增持
DVN
DEVON ENERGY CORP NEW
+$263.0K
22,094
+69%
减持
VDE
VANGUARD WORLD FDS
-$251.0K
14,126
-7%
增持
UAL
UNITED AIRLS HLDGS INC
+$246.0K
12,274
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$204.0K
3,855
+7%
减持
BHP
BHP GROUP LTD
-$156.0K
589
-81%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$141.0K
63,666
-0%
建仓
TCBX
THIRD COAST BANCSHARES INC
+$131.0K
8,300
增持
META
META PLATFORMS INC
+$127.0K
725
+8%
增持
LLY
LILLY ELI & CO
+$120.0K
1,042
+3%
增持
VYM
VANGUARD WHITEHALL FDS
-$118.0K
159,120
+1%
建仓
GEL
GENESIS ENERGY L P
+$114.0K
12,000
增持
CVX
CHEVRON CORP NEW
-$105.0K
4,983
+1%
增持
KMI
KINDER MORGAN INC DEL
-$101.0K
126,839
+0%
清仓
—
ESM ACQUISITION CORPORATION
-$100.0K
0
-100%
增持
BNY
BANK NEW YORK MELLON CORP
-$90.0K
90,679
+0%
增持
GOOGL
ALPHABET INC
+$84.0K
2,116
+10%
建仓
INSP
INSPIRE MED SYS INC
+$81.0K
250
增持
ISRG
INTUITIVE SURGICAL INC
+$74.0K
918
+2%
建仓
SAH
SONIC AUTOMOTIVE INC
+$73.0K
1,550
清仓
SHV
ISHARES TR
-$72.0K
0
-100%
增持
WPC
WP CAREY INC
-$67.0K
6,371
+0%
增持
JPM
JPMORGAN CHASE & CO
+$67.0K
3,015
+9%
增持
NUE
NUCOR CORP
+$66.0K
2,023
+1%
增持
NVDA
NVIDIA CORPORATION
+$63.0K
225
+4%
减持
QQQ
INVESCO QQQ TR
+$55.0K
632
-5%
增持
LUV
SOUTHWEST AIRLS CO
+$55.0K
2,007
+296%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$54.0K
895
+93%
增持
RWR
SPDR SER TR
+$52.0K
9,274
+3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$46.0K
1,386
+130%
建仓
HESM
HESS MIDSTREAM LP
+$46.0K
1,500
增持
ET
ENERGY TRANSFER L P
+$45.0K
53,003
+0%
增持
INTC
INTEL CORP
+$45.0K
2,606
+65%
增持
PYPL
PAYPAL HLDGS INC
+$44.0K
774
+651%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$44.0K
127
增持
SHOP
SHOPIFY INC
+$43.0K
1,383
+4%
清仓
AAXJ
ISHARES TR
-$41.0K
0
-100%
减持
IJR
ISHARES TR
+$40.0K
8,198
-0%
增持
IJH
ISHARES TR
+$39.0K
1,643
+2%
增持
MCD
MCDONALDS CORP
+$39.0K
369
+38%
清仓
NRT
NORTH EUROPEAN OIL RTY TR
-$38.0K
0
-100%
增持
GOOG
ALPHABET INC
+$37.0K
643
+42%
建仓
KMX
CARMAX INC
+$37.0K
450
减持
DEM
WISDOMTREE TR
-$35.0K
4,827
-22%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$35.0K
5,065
+2%
减持
IEMG
ISHARES INC
-$34.0K
7,842
-13%
减持
FHN
FIRST HORIZON CORPORATION
-$33.0K
2,429
-1%
减持
USIG
ISHARES TR
-$33.0K
10
-99%
增持
COP
CONOCOPHILLIPS
-$32.0K
2,489
+1%
增持
T
AT&T INC
+$32.0K
3,307
+191%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$32.0K
1,319
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$31.0K
266
+18%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$28.0K
351
增持
QCOM
QUALCOMM INC
+$28.0K
251
+1831%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$26.0K
1,368
+1%
清仓
—
CANADIAN PAC RY LTD
-$26.0K
0
-100%
清仓
—
TITAN MED INC
-$26.0K
0
-100%
增持
CMI
CUMMINS INC
+$26.0K
117
+1571%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$25.0K
179
建仓
—
ETF MANAGERS TR
+$25.0K
500
增持
LDOS
LEIDOS HOLDINGS INC
+$24.0K
283
+4617%
建仓
EXAS
EXACT SCIENCES CORP
+$23.0K
250
增持
LOW
LOWES COS INC
+$23.0K
752
+2%
增持
DAL
DELTA AIR LINES INC DEL
+$22.0K
1,394
+2%
减持
MTUM
ISHARES TR
-$22.0K
222
-40%
增持
SHEL
SHELL PLC
+$21.0K
2,834
+7%
增持
MA
MASTERCARD INCORPORATED
+$21.0K
109
+76%
增持
SCHF
SCHWAB STRATEGIC TR
+$21.0K
5,937
+1%
增持
V
VISA INC
+$21.0K
281
+28%
增持
TNET
TRINET GROUP INC
+$21.0K
354
+85%
减持
EEM
ISHARES TR
-$20.0K
401
-57%
增持
AXP
AMERICAN EXPRESS CO
+$20.0K
638
+3%
建仓
H
HYATT HOTELS CORP
+$20.0K
175
清仓
IJJ
ISHARES TR
-$20.0K
0
-100%
建仓
RQI
COHEN & STEERS QUALITY INCOM
+$19.0K
1,650
增持
CMCSA
COMCAST CORP NEW
+$19.0K
1,821
+12%
减持
GLD
SPDR GOLD TR
-$19.0K
1,143
-13%
增持
WMT
WALMART INC
+$19.0K
914
+5%
增持
VTV
VANGUARD INDEX FDS
+$18.0K
151
+586%
增持
VZ
VERIZON COMMUNICATIONS INC
+$18.0K
752
+208%
增持
PFE
PFIZER INC
-$18.0K
1,849
+13%
增持
KO
COCA COLA CO
+$18.0K
781
+74%
增持
F
FORD MTR CO DEL
+$17.0K
3,606
+11%
减持
VDC
VANGUARD WORLD FDS
-$17.0K
942
-10%
减持
SCHP
SCHWAB STRATEGIC TR
-$17.0K
261
-56%
清仓
PTA
COHEN & STEERS TAX ADVAN PFD
-$17.0K
0
-100%
增持
GE
GENERAL ELECTRIC CO
+$17.0K
519
+11%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$17.0K
254
+1004%
增持
MRK
MERCK & CO INC
+$17.0K
1,592
+6%
清仓
WDI
WESTERN ASSET DIVERSIFIED IN
-$15.0K
0
-100%
建仓
LAD
LITHIA MTRS INC
+$15.0K
50
增持
AVGO
BROADCOM INC
+$15.0K
22
+267%
增持
DE
DEERE & CO
+$15.0K
161
+40%
增持
VUG
VANGUARD INDEX FDS
+$15.0K
77
+157%
清仓
EEMV
ISHARES INC
-$15.0K
0
-100%
建仓
PKST
PEAKSTONE REALTY TRUST
+$15.0K
559
增持
EOG
EOG RES INC
-$14.0K
1,124
+2%
增持
SCHM
SCHWAB STRATEGIC TR
+$13.0K
2,347
+0%
增持
MRVL
MARVELL TECHNOLOGY INC
+$13.0K
524
+5%
减持
DRI
DARDEN RESTAURANTS INC
+$13.0K
481
-0%
增持
PG
PROCTER AND GAMBLE CO
+$13.0K
116
+263%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$13.0K
174
增持
PSX
PHILLIPS 66
-$12.0K
1,423
+0%
增持
FG
F&G ANNUITIES & LIFE INC
+$12.0K
507
+1484%
增持
AMAT
APPLIED MATLS INC
+$12.0K
182
+26%
减持
EMXC
ISHARES INC
-$12.0K
4,644
-13%
增持
DUK
DUKE ENERGY CORP NEW
+$12.0K
249
+137%
减持
ELD
WISDOMTREE TR
-$12.0K
443
-52%
建仓
—
LINDE PLC
+$12.0K
32
增持
COST
COSTCO WHSL CORP NEW
+$12.0K
61
+36%
增持
MU
MICRON TECHNOLOGY INC
+$12.0K
780
+7%
减持
NFLX
NETFLIX INC
+$12.0K
125
-13%
建仓
IUSG
ISHARES TR
+$11.0K
121
清仓
PDM
PIEDMONT OFFICE REALTY TR IN
-$11.0K
0
-100%
增持
MO
ALTRIA GROUP INC
+$11.0K
1,886
+18%
增持
BAC
BANK AMERICA CORP
-$11.0K
2,395
+0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$11.0K
36
+80%
减持
MAR
MARRIOTT INTL INC NEW
-$11.0K
30
-71%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$11.0K
188
+2586%
建仓
MSGE
MADISON SQUARE GARDEN ENTMT
+$10.0K
300
