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Aurora Private Wealth, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Aurora Private Wealth, Inc.
报告期 2026-03-31 · CIK 0001802132
持仓数
167
前50大市值合计
$99.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 26
增持 40
减持 53
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
SHM
SPDR SER TR
-$9.0M
6,189
-97%
增持
FLRN
SPDR SER TR
+$3.4M
567,836
+24%
清仓
MRNA
MODERNA INC
-$3.3M
0
-100%
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
SCHD
SCHWAB STRATEGIC TR
+$3.3M
406,210
+2%
减持
AAPL
APPLE INC
-$3.3M
42,185
-45%
增持
SCHP
SCHWAB STRATEGIC TR
+$3.1M
90,664
+118%
建仓
SPIP
SPDR SER TR
+$2.9M
91,330
清仓
MAIN
MAIN STR CAP CORP
-$2.0M
0
-100%
清仓
GAIN
GLADSTONE INVT CORP
-$1.8M
0
-100%
减持
AMZN
AMAZON COM INC
-$1.7M
778
-41%
减持
T
AT&T INC
-$1.4M
20,227
-71%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$1.3M
0
-100%
减持
CSCO
CISCO SYS INC
-$1.3M
3,581
-87%
清仓
CAT
CATERPILLAR INC
-$1.2M
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.1M
96,462
+2%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$1.1M
26,963
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$978.0K
25,603
-80%
减持
HD
HOME DEPOT INC
-$970.0K
822
-79%
减持
MSFT
MICROSOFT CORP
-$937.0K
5,083
-46%
增持
NVDA
NVIDIA CORPORATION
+$929.0K
5,737
+57%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$912.0K
6,346
-71%
减持
AVGO
BROADCOM INC
-$911.0K
929
-71%
减持
CVS
CVS HEALTH CORP
-$823.0K
3,657
-74%
清仓
—
GLADSTONE CAPITAL CORP
-$823.0K
0
-100%
清仓
FPF
FIRST TR INTER DURATN PFD &
-$764.0K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
+$741.0K
117,796
+3%
清仓
PSEC
PROSPECT CAP CORP
-$648.0K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$607.0K
0
-100%
建仓
FOCT
FIRST TR EXCHNG TRADED FD VI
+$588.0K
16,451
清仓
—
FST TR NEW OPPORT MLP & ENE
-$558.0K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
+$546.0K
68,245
+19%
清仓
AMZA
ETFIS SER TR I
-$541.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$539.0K
7,108
-35%
减持
VZ
VERIZON COMMUNICATIONS INC
-$529.0K
9,361
-50%
减持
QQQ
INVESCO QQQ TR
+$492.0K
16,641
-3%
清仓
ROL
ROLLINS INC
-$473.0K
0
-100%
建仓
QSPT
FIRST TR EXCHNG TRADED FD VI
+$461.0K
22,065
清仓
ETSY
ETSY INC
-$459.0K
0
-100%
清仓
BIZD
VANECK ETF TRUST
-$436.0K
0
-100%
清仓
PDT
HANCOCK JOHN PREM DIVID FD
-$434.0K
0
-100%
清仓
GUT
GABELLI UTIL TR
-$425.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$385.0K
10,987
-2%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$385.0K
0
-100%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$376.0K
0
-100%
清仓
THW
TEKLA WORLD HEALTHCARE FD
-$356.0K
0
-100%
增持
IYK
ISHARES TR
+$351.0K
11,352
+6%
清仓
—
INNOVATOR ETFS TR II
-$345.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$335.0K
7,594
清仓
—
GLOBAL X FDS
-$312.0K
0
-100%
清仓
MET
METLIFE INC
-$296.0K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
+$293.0K
129,346
-1%
建仓
FDX
FEDEX CORP
+$287.0K
1,110
减持
—
EXCHANGE LISTED FDS TR
-$283.0K
9,675
-47%
建仓
AA
ALCOA CORP
+$276.0K
4,637
清仓
SMHB
UBS AG LONDON BRANCH
-$275.0K
0
-100%
减持
MMM
3M CO
-$270.0K
1,631
-49%
建仓
NKE
NIKE INC
+$266.0K
1,598
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$266.0K
6,695
+6%
建仓
METV
LISTED FD TR
+$256.0K
16,870
建仓
EPRF
INNOVATOR ETFS TR
+$254.0K
10,625
清仓
PYPL
PAYPAL HLDGS INC
-$253.0K
0
-100%
清仓
EEM
ISHARES TR
-$253.0K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$248.0K
1,096
减持
UPS
UNITED PARCEL SERVICE INC
-$241.0K
1,219
-56%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$239.0K
0
-100%
增持
META
META PLATFORMS INC
+$235.0K
3,736
+24%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$231.0K
19,293
+19%
增持
VPU
VANGUARD WORLD FDS
+$231.0K
10,109
+4%
建仓
CSX
CSX CORP
+$230.0K
6,120
建仓
PEP
PEPSICO INC
+$227.0K
1,309
增持
—
BRIGHT HEALTH GROUP INC
+$220.0K
123,450
+391%
建仓
VOT
VANGUARD INDEX FDS
+$216.0K
847
建仓
CSB
VICTORY PORTFOLIOS II
+$216.0K
3,517
建仓
PAVE
GLOBAL X FDS
+$215.0K
7,482
减持
TDOC
TELADOC HEALTH INC
-$215.0K
2,235
-32%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$214.0K
6,574
-2%
建仓
IHF
ISHARES TR
+$213.0K
733
增持
VBK
VANGUARD INDEX FDS
+$208.0K
19,835
+3%
建仓
SCCO
SOUTHERN COPPER CORP
+$206.0K
3,335
增持
XLY
SELECT SECTOR SPDR TR
+$206.0K
2,913
+34%
建仓
HAL
HALLIBURTON CO
+$205.0K
8,969
清仓
LMT
LOCKHEED MARTIN CORP
-$205.0K
0
-100%
建仓
IWS
ISHARES TR
+$205.0K
1,676
建仓
KO
COCA COLA CO
+$204.0K
3,439
减持
NSC
NORFOLK SOUTHN CORP
+$203.0K
3,888
-3%
建仓
—
TRANE TECHNOLOGIES PLC
+$202.0K
1,000
建仓
PFXF
VANECK ETF TRUST
+$201.0K
9,206
建仓
IEFA
ISHARES TR
+$201.0K
2,697
减持
COST
COSTCO WHSL CORP NEW
-$198.0K
524
-52%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$197.0K
1,544
-47%
减持
TSLA
TESLA INC
-$190.0K
690
-42%
减持
DOW
DOW INC
-$188.0K
4,424
-42%
减持
PFE
PFIZER INC
-$187.0K
18,439
-38%
增持
ABBV
ABBVIE INC
+$183.0K
3,898
+22%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$177.0K
17,480
+8%
增持
VUG
VANGUARD INDEX FDS
+$176.0K
4,904
+2%
增持
ET
ENERGY TRANSFER L P
+$173.0K
64,348
+73%
建仓
YYY
AMPLIFY ETF TR
+$170.0K
10,203
减持
—
EXXON MOBIL CORP
-$170.0K
17,925
-17%
建仓
—
DIREXION SHS ETF TR
+$170.0K
13,545
减持
CMCSA
COMCAST CORP NEW
-$167.0K
10,871
-15%
减持
XLE
SELECT SECTOR SPDR TR
-$153.0K
18,213
-19%
减持
PRU
PRUDENTIAL FINL INC
-$153.0K
2,238
-40%
减持
EFA
ISHARES TR
-$152.0K
4,673
-30%
清仓
—
ORCHID IS CAP INC
-$151.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$144.0K
3,359
-14%
清仓
RITM
NEW RESIDENTIAL INVT CORP
-$136.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$133.0K
1,812
-47%
增持
XLRE
SELECT SECTOR SPDR TR
+$132.0K
17,332
+1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$132.0K
1,876
-22%
增持
WPC
WP CAREY INC
+$131.0K
14,029
+1%
增持
SCHV
SCHWAB STRATEGIC TR
+$124.0K
18,548
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$124.0K
80,736
+3%
减持
SSO
PROSHARES TR
+$121.0K
4,946
-2%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$120.0K
19,323
-29%
减持
DGRO
ISHARES TR
+$118.0K
25,758
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$116.0K
13,758
-11%
减持
MCD
MCDONALDS CORP
+$116.0K
4,585
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$113.0K
5,591
+24%
增持
XLK
SELECT SECTOR SPDR TR
+$104.0K
3,398
+4%
增持
SCHX
SCHWAB STRATEGIC TR
+$100.0K
9,520
+1%
减持
QCOM
QUALCOMM INC
+$97.0K
2,142
-6%
增持
VTV
VANGUARD INDEX FDS
+$96.0K
8,013
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$95.0K
5,227
-26%
减持
IWM
ISHARES TR
-$95.0K
4,829
-10%
减持
IVW
ISHARES TR
+$94.0K
11,941
-2%
减持
INTC
INTEL CORP
-$92.0K
10,692
-11%
增持
BND
VANGUARD BD INDEX FDS
+$86.0K
3,960
+36%
增持
BAC
BK OF AMERICA CORP
+$86.0K
37,767
+1%
减持
PG
PROCTER AND GAMBLE CO
+$81.0K
8,979
-10%
增持
IVV
ISHARES TR
+$81.0K
1,722
+0%
减持
FUTY
FIDELITY COVINGTON TRUST
+$80.0K
18,098
-2%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$80.0K
10,868
+32%
增持
GS
GOLDMAN SACHS GROUP INC
+$77.0K
882
+28%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$74.0K
2,052
+0%
清仓
OXSQ
OXFORD SQUARE CAP CORP
-$72.0K
0
-100%
增持
SPHY
SPDR SER TR
+$70.0K
84,334
+4%
增持
IWR
ISHARES TR
+$69.0K
3,907
+20%
减持
FSK
FS KKR CAP CORP
-$68.0K
18,763
-10%
增持
PENN
PENN NATL GAMING INC
+$67.0K
7,602
+69%
增持
ELV
ANTHEM INC
+$67.0K
624
+5%
减持
ARKK
ARK ETF TR
-$67.0K
2,337
-10%
清仓
—
TWO HBRS INVT CORP
-$66.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$66.0K
13,616
+9%
减持
PFF
ISHARES TR
-$62.0K
7,206
-19%
减持
IYW
ISHARES TR
+$59.0K
6,128
-4%
增持
C
CITIGROUP INC
-$59.0K
6,202
+0%
减持
VOO
VANGUARD INDEX FDS
+$58.0K
1,970
-3%
增持
DSI
ISHARES TR
+$58.0K
5,664
+1%
减持
KHC
KRAFT HEINZ CO
-$57.0K
5,709
-20%