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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 12
增持 71
减持 41
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
SPIP
SPDR SER TR
+$5.4M
273,521
+199%
增持
FLRN
SPDR SER TR
+$4.4M
713,038
+26%
增持
SCHP
SCHWAB STRATEGIC TR
+$3.5M
151,455
+67%
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
SCHO
SCHWAB STRATEGIC TR
-$1.7M
36,056
-47%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$1.3M
27,839
建仓
JEPI
J P MORGAN EXCHANGE-TRADED F
+$1.1M
18,086
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$1.1M
57,029
+112%
增持
IYW
ISHARES TR
+$923.0K
15,787
+158%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$750.0K
13,783
+0%
增持
ET
ENERGY TRANSFER L P
+$677.0K
107,897
+68%
增持
AMLP
ALPS ETF TR
+$604.0K
28,245
+93%
减持
SPY
SPDR S&P 500 ETF TR
-$583.0K
10,262
-7%
建仓
IEV
ISHARES TR
+$499.0K
9,924
建仓
GSG
ISHARES S&P GSCI COMMODITY-
+$490.0K
21,647
增持
QQQ
INVESCO QQQ TR
-$429.0K
17,078
+3%
清仓
ARKW
ARK ETF TR
-$372.0K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
-$363.0K
197,379
+105%
建仓
BBDC
BARINGS BDC INC
+$362.0K
34,981
建仓
IJR
ISHARES TR
+$358.0K
3,316
减持
XLE
SELECT SECTOR SPDR TR
+$331.0K
17,559
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$328.0K
12,722
+143%
清仓
EDV
VANGUARD WORLD FD
-$326.0K
0
-100%
建仓
QDEC
FIRST TR EXCHNG TRADED FD VI
+$317.0K
14,240
建仓
MOS
MOSAIC CO NEW
+$310.0K
4,659
减持
SNSR
GLOBAL X FDS
-$308.0K
8,545
-44%
清仓
—
EXCHANGE LISTED FDS TR
-$305.0K
0
-100%
清仓
SHM
SPDR SER TR
-$304.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$299.0K
704
-10%
清仓
FDX
FEDEX CORP
-$287.0K
0
-100%
建仓
LSAT
TWO RDS SHARED TR
+$284.0K
8,217
清仓
AA
ALCOA CORP
-$276.0K
0
-100%
减持
—
EXXON MOBIL CORP
+$271.0K
16,560
-8%
清仓
ORCL
ORACLE CORP
-$271.0K
0
-100%
清仓
NKE
NIKE INC
-$266.0K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$263.0K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$259.0K
1,823
-37%
建仓
LSAF
TWO RDS SHARED TR
+$258.0K
7,952
增持
SRLN
SSGA ACTIVE ETF TR
+$258.0K
12,171
+92%
增持
TDOC
TELADOC HEALTH INC
+$251.0K
6,315
+183%
清仓
VB
VANGUARD INDEX FDS
-$248.0K
0
-100%
增持
LQD
ISHARES TR
-$248.0K
22,638
+0%
清仓
ED
CONSOLIDATED EDISON INC
-$240.0K
0
-100%
清仓
IWP
ISHARES TR
-$239.0K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$234.0K
0
-100%
清仓
RVLV
REVOLVE GROUP INC
-$230.0K
0
-100%
清仓
CSCO
CISCO SYS INC
-$227.0K
0
-100%
建仓
QYLD
GLOBAL X FDS
+$227.0K
10,819
增持
IYK
ISHARES TR
+$223.0K
12,455
+10%
清仓
ARKK
ARK ETF TR
-$221.0K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$218.0K
22,075
+19%
清仓
HYD
VANECK ETF TRUST
-$212.0K
0
-100%
减持
—
INMODE LTD
-$208.0K
6,050
-1%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$206.0K
0
-100%
清仓
KO
COCA COLA CO
-$204.0K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$202.0K
0
-100%
清仓
PFXF
VANECK ETF TRUST
-$201.0K
0
-100%
清仓
IEFA
ISHARES TR
-$201.0K
0
-100%
建仓
LLY
LILLY ELI & CO
+$200.0K
699
增持
SPHY
SPDR SER TR
+$194.0K
97,015
+15%
增持
AAPL
APPLE INC
+$192.0K
44,003
+4%
增持
—
BRIGHT HEALTH GROUP INC
-$183.0K
125,450
+2%
增持
SCHM
SCHWAB STRATEGIC TR
-$179.0K
122,531
+4%
减持
MCD
MCDONALDS CORP
-$178.0K
4,251
-7%
增持
GLD
SPDR GOLD TR
+$177.0K
2,146
+74%
减持
PFE
PFIZER INC
-$177.0K
17,621
-4%
清仓
—
NUVEEN GEORGIA QLTY MUN INC
-$176.0K
0
-100%
清仓
YYY
AMPLIFY ETF TR
-$170.0K
0
-100%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$167.0K
9,770
+52%
减持
DIS
DISNEY WALT CO
-$164.0K
2,596
-23%
减持
V
VISA INC
-$155.0K
1,026
-42%
增持
VUG
VANGUARD INDEX FDS
-$151.0K
4,946
+1%
增持
XLU
SELECT SECTOR SPDR TR
+$149.0K
7,376
+32%
增持
ABBV
ABBVIE INC
+$141.0K
4,127
+6%
增持
HAL
HALLIBURTON CO
+$140.0K
9,103
+1%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$137.0K
7,449
+11%
减持
AVGO
BROADCOM INC
-$125.0K
783
-16%
增持
CL
COLGATE PALMOLIVE CO
-$121.0K
13,198
+0%
增持
META
META PLATFORMS INC
-$119.0K
5,120
+37%
增持
BAC
BK OF AMERICA CORP
-$117.0K
37,908
+0%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$116.0K
6,573
-0%
增持
NVDA
NVIDIA CORPORATION
-$116.0K
5,758
+0%
增持
GOOGL
ALPHABET INC
+$113.0K
208
+29%
增持
VPU
VANGUARD WORLD FDS
+$111.0K
10,454
+3%
减持
IVW
ISHARES TR
-$110.0K
11,638
-3%
减持
XLRE
SELECT SECTOR SPDR TR
-$102.0K
16,475
-5%
增持
BST
BLACKROCK SCIENCE & TECHNOLO
+$98.0K
8,480
+58%
增持
PG
PROCTER AND GAMBLE CO
-$96.0K
8,983
+0%
增持
SSO
PROSHARES TR
-$95.0K
9,590
+94%
减持
QQQE
DIREXION SHS ETF TR
-$95.0K
3,410
-19%
减持
INTC
INTEL CORP
-$92.0K
9,267
-13%
减持
XLK
SELECT SECTOR SPDR TR
-$92.0K
3,139
-8%
增持
JPM
JPMORGAN CHASE & CO
-$88.0K
5,917
+5%
增持
HD
HOME DEPOT INC
-$88.0K
844
+3%
增持
SCHA
SCHWAB STRATEGIC TR
-$84.0K
10,030
+84%
增持
SCHD
SCHWAB STRATEGIC TR
-$84.0K
415,134
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$82.0K
15,849
+18%
增持
IWM
ISHARES TR
-$82.0K
4,835
+0%
增持
T
AT&T INC
+$81.0K
24,513
+21%
增持
DOW
DOW INC
+$81.0K
5,215
+18%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$78.0K
18,128
-6%
减持
CVX
CHEVRON CORP NEW
+$74.0K
1,764
-3%
增持
C
CITIGROUP INC
+$72.0K
8,380
+35%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$71.0K
2,054
+0%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
+$71.0K
7,342
+0%
减持
NSC
NORFOLK SOUTHN CORP
-$69.0K
3,818
-2%
增持
VBK
VANGUARD INDEX FDS
+$68.0K
22,797
+15%
增持
NFLX
NETFLIX INC
-$66.0K
539
+21%
减持
HON
HONEYWELL INTL INC
-$66.0K
2,651
-5%
增持
SCHX
SCHWAB STRATEGIC TR
-$65.0K
18,930
+99%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$63.0K
1,783
-5%
清仓
—
AURORA CANNABIS INC
-$62.0K
0
-100%
减持
FDG
AMERICAN CENTY ETF TR
-$61.0K
7,022
-0%
减持
ITOT
ISHARES TR
-$60.0K
2,794
-13%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$60.0K
17,509
+0%
增持
EXC
EXELON CORP
-$56.0K
5,509
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
-$56.0K
133,839
+3%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$55.0K
2,758
-7%
增持
DGRO
ISHARES TR
-$55.0K
25,783
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$54.0K
564
-12%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$54.0K
15,586
+14%
增持
SCHG
SCHWAB STRATEGIC TR
-$50.0K
5,901
+97%
清仓
—
NEW ORIENTAL ED & TECHNOLOGY
-$50.0K
0
-100%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$49.0K
18,201
+11%
增持
KHC
KRAFT HEINZ CO
+$49.0K
6,453
+13%
增持
MMM
3M CO
-$47.0K
1,634
+0%
减持
CVS
CVS HEALTH CORP
-$44.0K
3,289
-10%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$44.0K
3,180
+0%
减持
IVV
ISHARES TR
-$43.0K
1,714
-0%
增持
IJK
ISHARES TR
-$41.0K
5,167
+0%
减持
MRK
MERCK & CO INC
+$41.0K
12,579
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$41.0K
5,982
-6%
减持
EPRF
INNOVATOR ETFS TR
-$40.0K
9,841
-7%
增持
VOO
VANGUARD INDEX FDS
-$40.0K
1,975
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$39.0K
10,303
+10%
增持
RDIV
INVESCO EXCH TRADED FD TR II
+$38.0K
6,611
+10%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$37.0K
22,329
-13%
增持
PAVE
GLOBAL X FDS
+$37.0K
8,917
+19%
减持
IEF
ISHARES TR
-$36.0K
2,845
-4%
增持
CMCSA
COMCAST CORP NEW
-$36.0K
10,906
+0%
减持
GOOG
ALPHABET INC
-$36.0K
327
-0%
减持
XLI
SELECT SECTOR SPDR TR
-$34.0K
3,668
-6%
增持
DSI
ISHARES TR
-$34.0K
5,678
+0%
增持
FUTY
FIDELITY COVINGTON TRUST
+$33.0K
18,184
+0%
减持
FSK
FS KKR CAP CORP
+$32.0K
18,620
-1%
减持
CWB
SPDR SER TR
-$31.0K
4,160
-2%
增持
QSPT
FIRST TR EXCHNG TRADED FD VI
+$30.0K
24,542
+11%
增持
LIT
GLOBAL X FDS
-$30.0K
4,552
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$30.0K
2,270
-2%
增持
NMRK
NEWMARK GROUP INC
-$28.0K
10,092
+0%
减持
MUB
ISHARES TR
-$27.0K
2,579
-3%
