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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 14
增持 57
减持 74
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
BNDX
VANGUARD CHARLOTTE FDS
-$7.0M
534,390
-20%
增持
VUSB
VANGUARD BD INDEX FDS
+$6.6M
1,310,153
+12%
增持
GLD
SPDR GOLD TR
+$4.7M
13,190
+850%
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
VNQ
VANGUARD INDEX FDS
-$4.6M
97,860
-32%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.3M
369,840
+10%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
23,312
+17%
增持
HYG
ISHARES TR
+$1.5M
19,769
+1649%
增持
VO
VANGUARD INDEX FDS
+$1.3M
44,854
+13%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$976.0K
952,318
-2%
减持
VOO
VANGUARD INDEX FDS
+$948.0K
69,877
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$864.0K
171,822
+2%
增持
SCI
SERVICE CORP INTL
+$702.0K
46,472
+32%
增持
VBR
VANGUARD INDEX FDS
+$634.0K
95,662
+2%
减持
MINT
PIMCO ETF TR
-$608.0K
82,132
-7%
增持
AMZN
AMAZON COM INC
+$522.0K
11,239
+19%
增持
AAPL
APPLE INC
+$496.0K
18,976
+4%
减持
RWR
SPDR SERIES TRUST
-$485.0K
5,455
-46%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$355.0K
2,736
+100%
减持
VOE
VANGUARD INDEX FDS
-$336.0K
162,867
-3%
增持
GOOGL
ALPHABET INC
+$333.0K
4,541
+1%
减持
MSFT
MICROSOFT CORP
-$319.0K
4,659
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$279.0K
56,652
-8%
增持
LLY
ELI LILLY & CO
+$266.0K
745
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$250.0K
2,877
+101%
减持
ET
ENERGY TRANSFER L P
-$245.0K
35,466
-27%
清仓
—
TIDAL TRUST II
-$229.0K
0
-100%
减持
HAL
HALLIBURTON CO
+$222.0K
76,692
-3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$197.0K
278,926
-4%
增持
TSLA
TESLA INC
+$166.0K
6,134
+5%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$163.0K
3,285
+328400%
清仓
VTEB
VANGUARD MUN BD FDS
-$157.0K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$149.0K
256
-81%
减持
MTUM
ISHARES TR
-$145.0K
58
-91%
减持
VDE
VANGUARD WORLD FD
-$142.0K
3,401
-25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$141.0K
5,656
+5%
减持
XLK
SELECT SECTOR SPDR TR
-$140.0K
246
-61%
增持
IVV
ISHARES TR
+$140.0K
1,669
+11%
减持
XLC
SELECT SECTOR SPDR TR
-$135.0K
170
-87%
减持
IEFA
ISHARES TR
-$134.0K
80,217
-4%
增持
MU
MICRON TECHNOLOGY INC
+$130.0K
923
+16%
减持
KMI
KINDER MORGAN INC DEL
-$119.0K
104,356
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$114.0K
490
-80%
减持
META
META PLATFORMS INC
-$104.0K
1,298
-1%
建仓
XBI
SPDR SERIES TRUST
+$103.0K
850
减持
SABA
SABA CAPITAL INCOME & OPPORT
-$100.0K
28,905
-22%
减持
VLO
VALERO ENERGY CORP
-$98.0K
174
-77%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$96.0K
585
+588%
减持
BSV
VANGUARD BD INDEX FDS
-$94.0K
33,211
-3%
减持
AGG
ISHARES TR
-$91.0K
10,183
-8%
建仓
FELC
FIDELITY COVINGTON TRUST
+$90.0K
2,377
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$90.0K
57,809
+2%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$88.0K
771
建仓
LRGF
ISHARES TR
+$87.0K
1,266
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$84.0K
2,981
+91%
减持
JPM
JPMORGAN CHASE & CO.
-$83.0K
854
-25%
减持
QQQ
INVESCO QQQ TR
-$75.0K
959
-13%
增持
BINC
BLACKROCK ETF TRUST II
+$71.0K
1,358
+13480%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$70.0K
727
+0%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$68.0K
1,540
清仓
SHLD
GLOBAL X FDS
-$68.0K
0
-100%
减持
—
CHUBB LIMITED
-$67.0K
109
-70%
减持
MCD
MCDONALDS CORP
-$66.0K
644
-25%
增持
GDE
WISDOMTREE TR
+$66.0K
7,708
+8%
建仓
REMX
VANECK ETF TRUST
+$66.0K
900
增持
XLY
SELECT SECTOR SPDR TR
-$65.0K
601
+5%
减持
COST
COSTCO WHSL CORP NEW
-$64.0K
182
-24%
减持
VGT
VANGUARD WORLD FD
-$60.0K
256
-24%
减持
EMXC
ISHARES INC
-$58.0K
3,050
-26%
增持
SMH
VANECK ETF TRUST
+$57.0K
700
+17%
减持
DUK
DUKE ENERGY CORP NEW
-$56.0K
254
-63%
增持
MRK
MERCK & CO INC
+$56.0K
1,868
+12%
增持
ELM
SERIES PORTFOLIOS TR
+$55.0K
2,289
+715%
减持
HOOD
ROBINHOOD MKTS INC
-$55.0K
340
-48%
减持
WFC
WELLS FARGO CO NEW
+$53.0K
5,638
-0%
增持
WES
WESTERN MIDSTREAM PARTNERS L
+$52.0K
1,900
+217%
增持
PTLC
PACER FDS TR
+$51.0K
4,081
+27%
减持
COIN
COINBASE GLOBAL INC
-$50.0K
443
-0%
增持
SOFI
SOFI TECHNOLOGIES INC
+$50.0K
14,237
+17%
增持
LGIH
LGI HOMES INC
-$49.0K
5,693
+0%
增持
IWF
ISHARES TR
+$49.0K
383
+35%
减持
QCOM
QUALCOMM INC
-$48.0K
136
-68%
减持
ISRG
INTUITIVE SURGICAL INC
-$48.0K
677
-30%
减持
SCHG
SCHWAB STRATEGIC TR
-$47.0K
1,320
-54%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$46.0K
5,109
-20%
建仓
BIDD
BLACKROCK ETF TRUST
+$46.0K
1,610
减持
ITB
ISHARES TR
-$46.0K
345
-53%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$43.0K
6,324
-30%
减持
HD
HOME DEPOT INC
-$43.0K
539
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$43.0K
681
-8%
增持
APP
APPLOVIN CORP
+$42.0K
300
+35%
减持
CRWV
COREWEAVE INC
-$42.0K
28
-91%
减持
GD
GENERAL DYNAMICS CORP
-$42.0K
52
-70%
增持
UNH
UNITEDHEALTH GROUP INC
+$41.0K
644
+30%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$41.0K
95
-83%
减持
SYY
SYSCO CORP
-$41.0K
4,371
-1%
增持
CAT
CATERPILLAR INC
+$40.0K
419
+0%
减持
HWM
HOWMET AEROSPACE INC
-$40.0K
97
-68%
增持
WM
WASTE MGMT INC DEL
+$40.0K
257
+247%
减持
FIX
COMFORT SYS USA INC
-$40.0K
8
-86%
增持
USMV
ISHARES TR
+$40.0K
726
+139%
减持
—
EXXON MOBIL CORP
-$37.0K
17,932
-8%
减持
SCHZ
SCHWAB STRATEGIC TR
-$37.0K
59,124
-2%
减持
APH
AMPHENOL CORP NEW
-$37.0K
504
-41%
减持
COF
CAPITAL ONE FINL CORP
-$36.0K
209
-49%
减持
PEP
PEPSICO INC
-$36.0K
290
-48%
建仓
IBHG
ISHARES TR
+$36.0K
1,614
减持
VKTX
VIKING THERAPEUTICS INC
-$35.0K
121
-92%
减持
AVGO
BROADCOM INC
-$33.0K
1,972
-9%
减持
WMT
WALMART INC
+$33.0K
5,353
-2%
增持
SLB
SLB LIMITED
+$32.0K
7,072
+1%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$31.0K
475
减持
—
TRANSOCEAN LTD
-$31.0K
3,631
-75%
减持
BND
VANGUARD BD INDEX FDS
-$30.0K
15,311
-2%
增持
AMGN
AMGEN INC
+$30.0K
601
+2%
减持
ORCL
ORACLE CORP
-$30.0K
222
-15%
增持
NEM
NEWMONT CORP
+$28.0K
455
+116%
减持
IEMG
ISHARES INC
-$28.0K
2,652
-15%
减持
UAL
UNITED AIRLS HLDGS INC
+$27.0K
6,243
-10%
建仓
FSSL
FS SPECIALTY LENDING FD
+$27.0K
1,964
增持
COHR
COHERENT CORP
+$27.0K
165
+371%
增持
C
CITIGROUP INC
+$27.0K
1,781
+0%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$26.0K
6,580
-1%
减持
SBUX
STARBUCKS CORP
-$26.0K
1,051
-23%
增持
NFLX
NETFLIX INC
-$26.0K
1,864
+1016%
减持
MSI
MOTOROLA SOLUTIONS INC
-$25.0K
282
-3%
减持
OKLO
OKLO INC
-$25.0K
4
-98%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$24.0K
79
增持
MCK
MCKESSON CORP
+$24.0K
257
+7%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$24.0K
3,530
-4%
增持
SMCI
SUPER MICRO COMPUTER INC
-$24.0K
1,361
+2%
增持
ONDS
ONDAS HLDGS INC
+$24.0K
4,000
+100%
减持
VTI
VANGUARD INDEX FDS
+$24.0K
52,512
-2%
清仓
—
CIDARA THERAPEUTICS INC
-$23.0K
0
-100%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$23.0K
102
+343%
建仓
HL
HECLA MNG CO
+$23.0K
1,250
增持
NVDA
NVIDIA CORPORATION
+$23.0K
29,844
+0%
建仓
UUUU
ENERGY FUELS INC
+$23.0K
1,600
增持
WDC
WESTERN DIGITAL CORP
+$23.0K
182
+164%
增持
LRCX
LAM RESEARCH CORP
+$23.0K
534
+4%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$23.0K
147
+2000%
减持
VTIP
VANGUARD MALVERN FDS
-$23.0K
15,858
-1%
清仓
SBET
SHARPLINK GAMING INC
-$22.0K
0
-100%
减持
EFA
ISHARES TR
-$22.0K
2,849
-10%
建仓
—
IREN LIMITED
+$22.0K
585
减持
IRM
IRON MTN INC DEL
-$22.0K
630
-14%
减持
AXP
AMERICAN EXPRESS CO
-$22.0K
565
-19%
减持
JNJ
JOHNSON & JOHNSON
-$21.0K
941
-19%
增持
AMAT
APPLIED MATLS INC
+$21.0K
208
+31%
增持
—
EATON CORP PLC
+$21.0K
722
+30%
增持
WPC
WP CAREY INC
-$20.0K
6,426
+0%
