小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 2
增持 70
减持 63
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VUSB
VANGUARD BD INDEX FDS
+$6.0M
1,431,950
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.8M
412,871
+12%
减持
VOO
VANGUARD INDEX FDS
-$2.6M
68,918
-1%
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
VYM
VANGUARD WHITEHALL FDS
+$1.2M
174,887
+2%
增持
HYG
ISHARES TR
+$1.2M
34,724
+76%
增持
VO
VANGUARD INDEX FDS
+$1.1M
49,233
+10%
减持
DFAC
DIMENSIONAL ETF TRUST
-$780.0K
264,087
-5%
增持
SCHG
SCHWAB STRATEGIC TR
+$695.0K
25,348
+1820%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$668.0K
917,970
-4%
增持
GLD
SPDR GOLD TR
+$645.0K
13,648
+3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$619.0K
550,277
+3%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$614.0K
331
-88%
减持
AAPL
APPLE INC
-$610.0K
17,921
-6%
减持
KMI
KINDER MORGAN INC DEL
+$561.0K
102,289
-2%
减持
AMZN
AMAZON COM INC
-$478.0K
10,164
-10%
清仓
GDE
WISDOMTREE TR
-$474.0K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$421.0K
13,859
+8199%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$421.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$414.0K
5,070
-10%
减持
IEFA
ISHARES TR
-$396.0K
74,897
-7%
减持
NVDA
NVIDIA CORPORATION
-$389.0K
29,683
-1%
增持
TSLA
TESLA INC
-$386.0K
6,381
+4%
减持
—
EXXON MOBIL CORP
+$382.0K
14,970
-17%
减持
VBR
VANGUARD INDEX FDS
+$372.0K
94,971
-1%
减持
HAL
HALLIBURTON CO
+$343.0K
64,401
-16%
增持
VTI
VANGUARD INDEX FDS
-$321.0K
53,879
+3%
减持
ETR
ENTERGY CORP NEW
-$314.0K
1,142
-76%
增持
NEE
NEXTERA ENERGY INC
+$310.0K
3,761
+658%
减持
MINT
PIMCO ETF TR
-$274.0K
79,227
-4%
减持
BA
BOEING CO
-$272.0K
12,658
-2%
增持
SCI
SERVICE CORP INTL
+$262.0K
47,089
+1%
增持
CVX
CHEVRON CORPORATION
+$242.0K
4,215
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$241.0K
51,879
-8%
减持
VFH
VANGUARD WORLD FD
-$230.0K
16,981
-1%
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$222.0K
0
-100%
减持
GOOG
ALPHABET INC
-$221.0K
836
-43%
减持
SMH
VANECK ETF TRUST
-$213.0K
102
-85%
减持
VOE
VANGUARD INDEX FDS
+$198.0K
157,831
-3%
增持
JNJ
JOHNSON & JOHNSON
+$193.0K
1,586
+69%
增持
COP
CONOCOPHILLIPS
+$190.0K
3,113
+32%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$183.0K
2,246
-22%
减持
META
META PLATFORMS INC
-$181.0K
1,181
-9%
增持
MSFT
MICROSOFT CORP
-$177.0K
5,610
+20%
减持
VTIP
VANGUARD MALVERN FDS
-$167.0K
12,365
-22%
增持
VDE
VANGUARD WORLD FD
+$164.0K
3,426
+1%
减持
IVV
ISHARES TR
-$162.0K
1,501
-10%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$162.0K
200
-93%
减持
QQQ
INVESCO QQQ TR
-$157.0K
750
-22%
减持
WFC
WELLS FARGO & CO
-$154.0K
4,671
-17%
增持
PSX
PHILLIPS 66
+$142.0K
1,361
+67%
减持
AVGO
BROADCOM INC
-$136.0K
1,764
-11%
减持
LLY
ELI LILLY & CO
-$132.0K
727
-2%
增持
SOFI
SOFI TECHNOLOGIES INC
-$129.0K
15,357
+8%
增持
SHEL
SHELL PLC
+$116.0K
2,142
+88%
增持
WMT
WALMART INC
+$113.0K
5,706
+7%
增持
VGT
VANGUARD WORLD FD
+$113.0K
440
+72%
增持
UAL
UNITED AIRLS HLDGS INC
-$106.0K
6,433
+3%
减持
RWR
SPDR SERIES TRUST
-$104.0K
4,274
-22%
清仓
XBI
SPDR SERIES TRUST
-$103.0K
0
-100%
减持
APP
APPLOVIN CORP
-$103.0K
251
-16%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$102.0K
14
-96%
增持
SO
SOUTHERN CO
+$98.0K
1,239
+412%
增持
SLB
SLB LIMITED
+$94.0K
7,112
+1%
清仓
FELC
FIDELITY COVINGTON TRUST
-$90.0K
0
-100%
增持
ELM
SERIES PORTFOLIOS TR
+$88.0K
5,535
+142%
增持
CNP
CENTERPOINT ENERGY INC
+$87.0K
2,121
+1744%
增持
GOOGL
ALPHABET INC
-$79.0K
4,669
+3%
减持
ISRG
INTUITIVE SURGICAL INC
-$76.0K
666
-2%
增持
HD
HOME DEPOT INC
+$73.0K
785
+46%
清仓
BINC
BLACKROCK ETF TRUST II
-$71.0K
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$69.0K
891
+115%
增持
V
VISA INC
-$69.0K
1,599
+2%
增持
CAT
CATERPILLAR INC
+$63.0K
427
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$63.0K
3,194
+51%
增持
BP
BP PLC
+$62.0K
3,382
+21%
减持
DVN
DEVON ENERGY CORP NEW
+$62.0K
6,806
-11%
建仓
NGG
NATIONAL GRID PLC
+$62.0K
736
减持
IEMG
ISHARES INC
-$61.0K
1,683
-37%
减持
ITA
ISHARES TR
-$53.0K
254
-50%
减持
WES
WESTERN MIDSTREAM PARTNERS L
-$51.0K
600
-68%
增持
MCD
MCDONALDS CORP
+$51.0K
796
+24%
清仓
ARKW
ARK ETF TR
-$51.0K
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$50.0K
47,669
-18%
增持
EOG
EOG RES INC
+$48.0K
1,152
+2%
增持
GEV
GE VERNOVA INC
+$47.0K
103
+58%
增持
—
CALAVO GROWERS INC
+$47.0K
6,200
+20%
清仓
BIDD
BLACKROCK ETF TRUST
-$46.0K
0
-100%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$45.0K
6,392
-3%
增持
COST
COSTCO WHOLESALE CORPORATION
+$45.0K
202
+11%
减持
BSV
VANGUARD BD INDEX FDS
-$43.0K
32,837
-1%
增持
LUV
SOUTHWEST AIRLS CO
+$41.0K
2,551
+95%
增持
LNG
CHENIERE ENERGY INC
+$40.0K
435
+1%
增持
GM
GENERAL MTRS CO
+$40.0K
893
+171%
增持
MRK
MERCK & CO INC
+$39.0K
1,956
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$38.0K
281
+4%
建仓
—
ASTRAZENECA PLC
+$38.0K
197
增持
ED
CONSOLIDATED EDISON INC
+$38.0K
2,643
+1%
增持
VUG
VANGUARD INDEX FDS
-$37.0K
25,954
+11%
减持
VXF
VANGUARD INDEX FDS
-$37.0K
50
-78%
增持
SYY
SYSCO CORP
+$37.0K
5,045
+15%
减持
AEP
AMERICAN ELEC PWR CO INC
-$36.0K
100
-77%
减持
ABT
ABBOTT LABORATORIES
-$36.0K
667
-20%
减持
IJR
ISHARES TR
+$36.0K
13,728
-1%
清仓
IBHG
ISHARES TR
-$36.0K
0
-100%
减持
LRCX
LAM RESEARCH CORP
-$36.0K
259
-51%
增持
SBUX
STARBUCKS CORP
+$35.0K
1,375
+31%
清仓
SHYG
ISHARES TR
-$35.0K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$34.0K
902
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$34.0K
697
+2%
增持
GEO
GEO GROUP INC
+$33.0K
2,200
+1000%
增持
XLC
SELECT SECTOR SPDR TR
+$33.0K
486
+186%
增持
AXP
AMERICAN EXPRESS CO
-$33.0K
583
+3%
减持
SPYG
SPDR SERIES TRUST
-$31.0K
1,466
-10%
增持
MO
ALTRIA GROUP INC
+$30.0K
2,407
+8%
增持
NFLX
NETFLIX INC.
+$29.0K
2,117
+14%
增持
CSCO
CISCO SYS INC
+$27.0K
1,847
+22%
减持
UNP
UNION PAC CORP
-$27.0K
1,107
-13%
减持
JPM
JPMORGAN CHASE & CO
-$27.0K
845
-1%
减持
VTV
VANGUARD INDEX FDS
-$26.0K
235
-38%
减持
APH
AMPHENOL CORP
-$26.0K
337
-33%
减持
HOOD
ROBINHOOD MKTS INC
-$26.0K
180
-47%
清仓
CRS
CARPENTER TECHNOLOGY CORP
-$24.0K
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
-$24.0K
38
-95%
减持
AGG
ISHARES TR
-$24.0K
10,006
-2%
清仓
—
GLOBAL SHIP LEASE INC NEW
-$24.0K
0
-100%
增持
PEP
PEPSICO INC
+$23.0K
416
+43%
清仓
HL
HECLA MNG CO
-$23.0K
0
-100%
清仓
CLS
CELESTICA INC
-$22.0K
0
-100%
清仓
—
IREN LIMITED
-$22.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$22.0K
541
+46%
增持
XLY
SELECT SECTOR SPDR TR
+$22.0K
855
+42%
减持
CHRW
C H ROBINSON WORLDWIDE IN
-$22.0K
10
-93%
增持
COIN
COINBASE GLOBAL INC
-$21.0K
456
+3%
减持
LGIH
LGI HOMES INC
-$21.0K
5,660
-1%
减持
NEM
NEWMONT CORP
-$21.0K
228
-50%
增持
INTC
INTEL CORP
+$21.0K
2,432
+3%
增持
CSX
CSX CORP
+$21.0K
2,189
+15%
增持
DE
DEERE & CO
+$21.0K
189
+3%
减持
ABBV
ABBVIE INC
-$21.0K
397
-15%
减持
UUUU
ENERGY FUELS INC
-$20.0K
200
-88%
增持
AGNC
AGNC INVT CORP
+$20.0K
2,727
+286%
减持
VNQ
VANGUARD INDEX FDS
-$20.0K
97,399
-0%
减持
COHR
COHERENT CORP
-$20.0K
44
-73%
增持
—
LINDE PLC
+$20.0K
89
+53%
增持
OWLT
OWLET INC
-$20.0K
2,500
+25%
减持
DOV
DOVER CORP
-$19.0K
28
-78%
增持
VZ
VERIZON COMMUNICATIONS INC
+$19.0K
1,464
+9%
增持
RTX
RTX CORPORATION
+$19.0K
1,606
+2%
减持
MU
MICRON TECHNOLOGY INC
-$19.0K
725
-21%
增持
MSI
MOTOROLA SOLUTIONS INC
+$18.0K
292
+4%
