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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 10
增持 74
减持 51
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
SCHV
SCHWAB STRATEGIC TR
-$995.0K
7,559
-67%
增持
SCHD
SCHWAB STRATEGIC TR
-$866.0K
448,147
+5%
增持
FLRN
SPDR SER TR
+$790.0K
794,298
+3%
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
VBK
VANGUARD INDEX FDS
+$605.0K
26,168
+15%
减持
SPY
SPDR S&P 500 ETF TR
-$566.0K
9,018
-10%
减持
QQQ
INVESCO QQQ TR
-$559.0K
15,757
-7%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$451.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$425.0K
30,100
+49%
增持
SCHP
SCHWAB STRATEGIC TR
+$398.0K
131,000
+14%
增持
AMZN
AMAZON COM INC
+$389.0K
16,161
+19%
建仓
ICLN
ISHARES TR
+$382.0K
20,009
建仓
—
CHUBB LIMITED
+$353.0K
1,941
增持
SPIP
SPDR SER TR
-$333.0K
238,923
+3%
清仓
IJK
ISHARES TR
-$330.0K
0
-100%
减持
GSG
ISHARES S&P GSCI COMMODITY-
-$312.0K
33,220
-23%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$311.0K
10,319
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$285.0K
15,621
+137%
减持
XLE
SELECT SECTOR SPDR TR
-$269.0K
11,199
-26%
清仓
WMT
WALMART INC
-$255.0K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$248.0K
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$234.0K
0
-100%
减持
IYW
ISHARES TR
-$226.0K
17,197
-8%
建仓
XLY
SELECT SECTOR SPDR TR
+$226.0K
1,590
增持
USFR
WISDOMTREE TR
+$226.0K
256,688
+2%
清仓
BND
VANGUARD BD INDEX FDS
-$223.0K
0
-100%
清仓
DOW
DOW INC
-$223.0K
0
-100%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$219.0K
44,761
+13%
增持
SCHB
SCHWAB STRATEGIC TR
+$218.0K
213,235
+8%
增持
AAPL
APPLE INC
+$217.0K
46,726
+2%
建仓
STIP
ISHARES TR
+$215.0K
2,237
建仓
DG
DOLLAR GEN CORP NEW
+$215.0K
894
清仓
SPYD
SPDR SER TR
-$214.0K
0
-100%
清仓
CWEB
DIREXION SHS ETF TR
-$212.0K
0
-100%
清仓
TDOC
TELADOC HEALTH INC
-$210.0K
0
-100%
建仓
CSCO
CISCO SYS INC
+$209.0K
5,230
建仓
FFA
FIRST TR ENHANCED EQUITY INC
+$206.0K
14,000
清仓
PRU
PRUDENTIAL FINL INC
-$203.0K
0
-100%
清仓
—
TWO RDS SHARED TR
-$202.0K
0
-100%
减持
GLD
SPDR GOLD TR
-$187.0K
1,337
-43%
减持
PFE
PFIZER INC
-$180.0K
15,113
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$178.0K
10,227
-23%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$177.0K
1,256
-28%
减持
T
AT&T INC
-$173.0K
28,875
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$161.0K
5,421
+95%
减持
META
META PLATFORMS INC
-$149.0K
4,211
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$143.0K
10,152
-2%
增持
—
PROSHARES TR
+$135.0K
14,321
+49%
增持
PG
PROCTER AND GAMBLE CO
-$134.0K
8,932
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
-$134.0K
141,504
+0%
增持
—
PROSHARES TR
+$127.0K
19,048
+55%
增持
CL
COLGATE PALMOLIVE CO
-$126.0K
13,176
+0%
增持
NVDA
NVIDIA CORPORATION
-$125.0K
6,367
+7%
减持
ET
ENERGY TRANSFER L P
+$123.0K
117,463
-0%
减持
XLF
SELECT SECTOR SPDR TR
-$122.0K
10,885
-24%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$121.0K
17,571
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$121.0K
10,166
+31%
增持
DVN
DEVON ENERGY CORP NEW
+$120.0K
9,555
+16%
增持
XLV
SELECT SECTOR SPDR TR
+$115.0K
4,534
+34%
减持
CMCSA
COMCAST CORP NEW
-$113.0K
10,816
-1%
减持
ABBV
ABBVIE INC
-$110.0K
3,962
-6%
增持
MSFT
MICROSOFT CORP
-$104.0K
5,381
+2%
增持
SCHO
SCHWAB STRATEGIC TR
+$101.0K
160,423
+3%
增持
INTC
INTEL CORP
-$100.0K
8,620
+0%
增持
XLG
INVESCO EXCHANGE TRADED FD T
-$100.0K
6,400
+1%
增持
LQD
ISHARES TR
-$100.0K
21,569
+3%
增持
TSLA
TESLA INC
+$99.0K
2,253
+204%
建仓
CION
CION INVT CORP
+$93.0K
10,920
增持
DFAX
DIMENSIONAL ETF TRUST
-$93.0K
40,889
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$90.0K
24,657
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$88.0K
13,558
-0%
减持
VTV
VANGUARD INDEX FDS
-$87.0K
8,041
-2%
增持
JNJ
JOHNSON & JOHNSON
-$83.0K
6,851
+1%
减持
VUG
VANGUARD INDEX FDS
-$83.0K
4,812
-4%
减持
C
CITIGROUP INC
-$81.0K
6,482
-15%
减持
DGRO
ISHARES TR
-$81.0K
25,174
-0%
增持
XLRE
SELECT SECTOR SPDR TR
-$78.0K
17,629
+1%
增持
GOOGL
ALPHABET INC
-$76.0K
3,990
+1800%
增持
CVX
CHEVRON CORP NEW
+$76.0K
1,934
+38%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$75.0K
0
-100%
增持
FMAY
FIRST TR EXCHNG TRADED FD VI
+$70.0K
15,082
+20%
建仓
CX
CEMEX SAB DE CV
+$69.0K
20,082
增持
VPU
VANGUARD WORLD FDS
-$68.0K
9,681
+2%
减持
FOCT
FIRST TR EXCHNG TRADED FD VI
-$66.0K
16,472
-9%
增持
WPC
WP CAREY INC
-$64.0K
15,676
+12%
增持
HAL
HALLIBURTON CO
-$61.0K
9,145
+0%
减持
BA
BOEING CO
-$59.0K
1,727
-12%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$58.0K
19,983
-2%
增持
MCD
MCDONALDS CORP
-$58.0K
4,299
+1%
减持
AMLP
ALPS ETF TR
-$58.0K
24,189
-12%
增持
MRK
MERCK & CO INC
-$57.0K
12,988
+1%
增持
IYK
ISHARES TR
-$56.0K
13,752
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$55.0K
15,834
+2%
减持
DVY
ISHARES TR
-$54.0K
3,995
-2%
减持
MMM
3M CO
-$52.0K
1,844
-7%
减持
SSO
PROSHARES TR
-$49.0K
9,382
-0%
减持
QCOM
QUALCOMM INC
-$48.0K
3,032
-1%
减持
NHS
NEUBERGER BERMAN HIGH YIELD
-$46.0K
15,755
-22%
增持
FUTY
FIDELITY COVINGTON TRUST
-$45.0K
17,375
+1%
增持
EXC
EXELON CORP
-$44.0K
5,507
+0%
减持
SCHA
SCHWAB STRATEGIC TR
-$43.0K
8,136
-10%
减持
AXP
AMERICAN EXPRESS CO
-$42.0K
6,659
-2%
减持
RDIV
INVESCO EXCH TRADED FD TR II
-$40.0K
5,587
-8%
增持
SCHX
SCHWAB STRATEGIC TR
-$40.0K
18,187
+0%
增持
FSK
FS KKR CAP CORP
-$39.0K
16,413
+1%
减持
IJR
ISHARES TR
-$39.0K
7,065
-0%
减持
HD
HOME DEPOT INC
-$38.0K
866
-14%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$37.0K
17,394
-5%
减持
ARCC
ARES CAPITAL CORP
-$36.0K
21,158
-4%
增持
JPM
JPMORGAN CHASE & CO
+$36.0K
6,902
+13%
清仓
GEVO
GEVO INC
-$35.0K
0
-100%
减持
LIT
GLOBAL X FDS
-$35.0K
4,901
-1%
增持
VOO
VANGUARD INDEX FDS
-$35.0K
1,975
+0%
减持
AVGO
BROADCOM INC
-$33.0K
789
-0%
增持
BBDC
BARINGS BDC INC
-$33.0K
35,572
+1%
增持
GOOG
ALPHABET INC
-$33.0K
7,088
+2068%
增持
—
EXXON MOBIL CORP
+$33.0K
15,981
+0%
减持
ITOT
ISHARES TR
-$32.0K
2,553
-9%
增持
LSAT
TWO RDS SHARED TR
+$32.0K
9,940
+2%
减持
VHT
VANGUARD WORLD FDS
-$31.0K
1,704
-3%
减持
SLYG
SPDR SER TR
-$28.0K
10,053
-1%
增持
HIPS
GRANITESHARES ETF TR
-$28.0K
41,178
+1%
增持
COST
COSTCO WHSL CORP NEW
+$27.0K
593
+12%
增持
BST
BLACKROCK SCIENCE & TECHNOLO
-$27.0K
13,088
+3%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$25.0K
22,388
-5%
增持
UPS
UNITED PARCEL SERVICE INC
-$25.0K
1,372
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$24.0K
4,354
+0%
增持
SCHM
SCHWAB STRATEGIC TR
+$23.0K
129,424
+4%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$22.0K
3,503
-1%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$22.0K
8,437
+8%
增持
PAVE
GLOBAL X FDS
+$22.0K
10,588
+9%
增持
EZM
WISDOMTREE TR
-$21.0K
11,826
+0%
增持
XLK
SELECT SECTOR SPDR TR
-$21.0K
3,358
+2%
增持
XGDVX
GABELLI DIVID & INCOME TR
-$21.0K
13,153
+1%
增持
MLPX
GLOBAL X FDS
+$20.0K
15,070
+5%
清仓
—
EVOLVE TRANSITION INFRASTRU
-$19.0K
0
-100%
增持
VCLT
VANGUARD SCOTTSDALE FDS
-$19.0K
2,798
+1%
增持
DTD
WISDOMTREE TR
-$18.0K
5,441
+1%
减持
SCHG
SCHWAB STRATEGIC TR
-$17.0K
5,493
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$17.0K
871
-5%
增持
HON
HONEYWELL INTL INC
-$17.0K
2,657
+0%
减持
—
UNILEVER PLC
-$17.0K
4,818
-3%
减持
METV
LISTED FD TR
-$17.0K
19,463
-3%
增持
NMRK
NEWMARK GROUP INC
-$16.0K
10,150
+0%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
-$16.0K
7,708
+5%
增持
MUB
ISHARES TR
+$15.0K
2,554
+10%
增持
QYLD
GLOBAL X FDS
-$15.0K
11,105
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$15.0K
2,502
+11%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$14.0K
1,489
+0%
增持
IVW
ISHARES TR
-$14.0K
7,740
+1%
减持
IWR
ISHARES TR
-$14.0K
4,159
-1%