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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 3
增持 83
减持 49
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
VTIP
VANGUARD MALVERN FDS
-$22.4M
63,534
-88%
减持
SLB
SCHLUMBERGER LTD
-$3.0M
93
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.8M
551,321
+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
VUG
VANGUARD INDEX FDS
+$1.7M
6,402
+8214%
减持
VUSB
VANGUARD BD INDEX FDS
-$1.3M
1,098,528
-2%
增持
VNQ
VANGUARD INDEX FDS
-$1.2M
171,842
+1%
减持
TIP
ISHARES TR
-$899.0K
743
-92%
减持
HAL
HALLIBURTON CO
+$736.0K
101,636
-1%
减持
MINT
PIMCO ETF TR
-$712.0K
101,659
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$659.0K
1,062,473
+7%
减持
VTI
VANGUARD INDEX FDS
-$605.0K
68,667
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$598.0K
122,677
-8%
增持
VOE
VANGUARD INDEX FDS
-$565.0K
115,443
+2%
减持
DFAC
DIMENSIONAL ETF TRUST
-$517.0K
374,041
-2%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$492.0K
752,364
-13%
减持
VFH
VANGUARD WORLD FDS
-$477.0K
24,924
-18%
减持
DJP
BARCLAYS BANK PLC
-$342.0K
39,595
-25%
增持
—
EXXON MOBIL CORP
+$337.0K
31,396
+0%
增持
VBR
VANGUARD INDEX FDS
-$322.0K
95,203
+2%
增持
AAPL
APPLE INC
-$295.0K
15,374
+2%
增持
SCI
SERVICE CORP INTL
-$288.0K
38,786
+0%
增持
BA
BOEING CO
-$262.0K
13,516
+0%
增持
VO
VANGUARD INDEX FDS
-$226.0K
44,519
+3%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$207.0K
0
-100%
增持
VDE
VANGUARD WORLD FDS
+$196.0K
14,127
+0%
清仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$165.0K
0
-100%
清仓
—
CRESTWOOD EQUITY PARTNERS LP
-$163.0K
0
-100%
增持
UAL
UNITED AIRLS HLDGS INC
-$153.0K
12,275
+0%
减持
RWR
SPDR SER TR
-$143.0K
8,389
-10%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$130.0K
13,109
-2%
增持
VOO
VANGUARD INDEX FDS
-$123.0K
70,744
+3%
减持
OXY
OCCIDENTAL PETE CORP
-$119.0K
245
-89%
减持
KMI
KINDER MORGAN INC DEL
-$118.0K
124,681
-2%
增持
WFC
WELLS FARGO CO NEW
+$107.0K
17,253
+23%
减持
CVX
CHEVRON CORP NEW
-$98.0K
4,071
-18%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$90.0K
0
-100%
增持
WPC
WP CAREY INC
-$85.0K
6,396
+0%
增持
VYM
VANGUARD WHITEHALL FDS
-$81.0K
162,561
+2%
减持
INSP
INSPIRE MED SYS INC
-$81.0K
2
-99%
增持
LLY
ELI LILLY & CO
+$77.0K
1,054
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$76.0K
4,267
-16%
减持
AGG
ISHARES TR
-$75.0K
18,001
-0%
增持
TSLA
TESLA INC
+$74.0K
2,312
+20%
清仓
SAH
SONIC AUTOMOTIVE INC
-$73.0K
0
-100%
增持
ET
ENERGY TRANSFER L P
+$71.0K
53,035
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$67.0K
61,510
-1%
增持
OKE
ONEOK INC NEW
+$62.0K
1,253
+346%
增持
AMZN
AMAZON COM INC
+$57.0K
6,874
+10%
减持
GEL
GENESIS ENERGY L P
-$53.0K
6,000
-50%
清仓
ARI
APOLLO COML REAL EST FIN INC
-$52.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$48.0K
2,306
+9%
增持
META
META PLATFORMS INC
+$48.0K
853
+18%
增持
ISRG
INTUITIVE SURGICAL INC
-$45.0K
919
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$45.0K
3,881
+1%
增持
COP
CONOCOPHILLIPS
+$44.0K
2,527
+2%
减持
ALGN
ALIGN TECHNOLOGY INC
-$44.0K
2
-98%
减持
VDC
VANGUARD WORLD FDS
-$34.0K
817
-13%
减持
JPM
JPMORGAN CHASE & CO
-$33.0K
2,788
-8%
清仓
MTUM
ISHARES TR
-$32.0K
0
-100%
减持
T
AT&T INC
-$32.0K
1,410
-57%
增持
SYY
SYSCO CORP
-$32.0K
4,343
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$31.0K
1,830
-25%
减持
IEMG
ISHARES INC
-$31.0K
7,460
-5%
增持
MPC
MARATHON PETE CORP
+$27.0K
748
+2%
增持
HESM
HESS MIDSTREAM LP
+$26.0K
2,500
+67%
减持
JNJ
JOHNSON & JOHNSON
-$26.0K
586
-18%
清仓
—
ETF MANAGERS TR
-$25.0K
0
-100%
减持
LDOS
LEIDOS HOLDINGS INC
-$24.0K
6
-98%
增持
MSFT
MICROSOFT CORP
-$24.0K
3,553
+6%
增持
NVDA
NVIDIA CORPORATION
+$24.0K
275
+22%
减持
DECK
DECKERS OUTDOOR CORP
-$23.0K
1
-98%
清仓
EXAS
EXACT SCIENCES CORP
-$23.0K
0
-100%
建仓
KVUE
KENVUE INC
+$22.0K
1,132
增持
TNET
TRINET GROUP INC
+$20.0K
463
+31%
清仓
H
HYATT HOTELS CORP
-$20.0K
0
-100%
减持
RGA
REINSURANCE GRP OF AMERICA I
-$20.0K
10
-94%
清仓
RQI
COHEN & STEERS QUALITY INCOM
-$19.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$19.0K
211
+15%
减持
KO
COCA COLA CO
-$19.0K
497
-36%
减持
PSX
PHILLIPS 66
-$18.0K
982
-31%
增持
ABBV
ABBVIE INC
+$18.0K
547
+17%
增持
EOG
EOG RES INC
+$17.0K
1,146
+2%
减持
SHOP
SHOPIFY INC
-$17.0K
1,336
-3%
增持
MRK
MERCK & CO INC
-$17.0K
1,615
+1%
增持
LUV
SOUTHWEST AIRLS CO
-$16.0K
2,100
+5%
清仓
LAD
LITHIA MTRS INC
-$15.0K
0
-100%
增持
DAL
DELTA AIR LINES INC DEL
-$15.0K
1,396
+0%
增持
GOOG
ALPHABET INC
+$15.0K
707
+10%
减持
SPYG
SPDR SER TR
-$15.0K
2,552
-7%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$15.0K
61
-76%
增持
NUE
NUCOR CORP
-$14.0K
2,031
+0%
减持
ED
CONSOLIDATED EDISON INC
-$14.0K
2,512
-0%
建仓
UBOT
DIREXION SHS ETF TR
+$14.0K
902
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$13.0K
1,392
+2%
增持
AMGN
AMGEN INC
+$13.0K
214
+4%
减持
ABNB
AIRBNB INC
-$13.0K
27
-79%
增持
TGT
TARGET CORP
-$13.0K
599
+0%
增持
MCD
MCDONALDS CORP
-$13.0K
370
+0%
增持
CAT
CATERPILLAR INC
+$12.0K
281
+5%
减持
GILD
GILEAD SCIENCES INC
-$12.0K
81
-66%
清仓
GOVT
ISHARES TR
-$11.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$11.0K
216
-12%
增持
MCK
MCKESSON CORP
+$11.0K
265
+9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$11.0K
1,337
+1%
增持
BP
BP PLC
+$11.0K
3,079
+0%
增持
SO
SOUTHERN CO
-$11.0K
2,251
+0%
增持
GNRC
GENERAC HLDGS INC
+$11.0K
105
+2000%
减持
F
FORD MTR CO DEL
-$10.0K
3,564
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$10.0K
253
+2%
清仓
IUSB
ISHARES TR
-$10.0K
0
-100%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$10.0K
315
+0%
增持
DHR
DANAHER CORPORATION
+$10.0K
58
+241%
增持
SCHF
SCHWAB STRATEGIC TR
-$9.0K
5,960
+0%
减持
IWD
ISHARES TR
-$9.0K
144
-26%
增持
DRI
DARDEN RESTAURANTS INC
-$9.0K
493
+2%
减持
C
CITIGROUP INC
-$9.0K
1,487
-4%
减持
IRM
IRON MTN INC DEL
-$8.0K
1,088
-14%
减持
SHEL
SHELL PLC
+$8.0K
2,788
-2%
增持
EL
LAUDER ESTEE COS INC
-$8.0K
181
+2%
增持
WMT
WALMART INC
+$8.0K
946
+4%
增持
SCHX
SCHWAB STRATEGIC TR
-$8.0K
5,346
+1%
增持
LOW
LOWES COS INC
-$8.0K
779
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$8.0K
908
+1%
增持
AMLP
ALPS ETF TR
+$8.0K
568
+42%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$8.0K
326
+2%
增持
CMCSA
COMCAST CORP NEW
+$7.0K
1,871
+3%
清仓
—
HOWARD HUGHES CORP
-$7.0K
0
-100%
建仓
HHH
HOWARD HUGHES HOLDINGS INC
+$7.0K
96
增持
—
DISCOVER FINL SVCS
+$7.0K
100
+900%
增持
INTC
INTEL CORP
+$7.0K
2,646
+2%
增持
PRU
PRUDENTIAL FINL INC
+$6.0K
248
+24%
增持
INTU
INTUIT
+$6.0K
23
+53%
增持
WM
WASTE MGMT INC DEL
-$6.0K
381
+3%
增持
DOW
DOW INC
+$6.0K
598
+28%
减持
VZ
VERIZON COMMUNICATIONS INC
-$6.0K
671
-11%
增持
TJX
TJX COS INC NEW
+$6.0K
566
+9%
增持
ABT
ABBOTT LABS
-$6.0K
495
+0%
增持
NFLX
NETFLIX INC
-$6.0K
130
+4%
增持
AVGO
BROADCOM INC
+$5.0K
29
+32%
减持
CSCO
CISCO SYS INC
-$5.0K
1,230
-10%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$5.0K
170
-5%
增持
VTR
VENTAS INC
-$5.0K
1,166
+1%
增持
PYPL
PAYPAL HLDGS INC
-$5.0K
801
+3%
增持
KHC
KRAFT HEINZ CO
+$5.0K
241
+230%
增持
ZTS
ZOETIS INC
+$5.0K
81
+47%
增持
DIS
DISNEY WALT CO
-$5.0K
1,056
+5%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$5.0K
2,090
+0%
增持
PG
PROCTER AND GAMBLE CO
+$5.0K
159
+37%
增持
COST
COSTCO WHSL CORP NEW
+$5.0K
68
+11%
增持
CC
CHEMOURS CO
+$5.0K
210
+2000%
