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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 134 项
建仓 16
增持 77
减持 26
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$722.0K
53,083
+38%
增持
AAPL
APPLE INC
-$542.0K
33,941
+4%
增持
AMLP
ALPS ETF TR
+$509.0K
28,155
+63%
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。
建仓
ABBV
ABBVIE INC
+$489.0K
3,278
增持
ET
ENERGY TRANSFER L P
+$381.0K
166,222
+8%
增持
MSFT
MICROSOFT CORP
+$371.0K
5,264
+39%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$369.0K
11,386
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$361.0K
53,184
+16%
建仓
KO
COCA COLA CO
+$359.0K
6,418
清仓
TLH
ISHARES TR
-$349.0K
0
-100%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$348.0K
0
-100%
清仓
IEF
ISHARES TR
-$344.0K
0
-100%
建仓
JNK
SPDR SER TR
+$331.0K
3,664
清仓
TLT
ISHARES TR
-$329.0K
0
-100%
建仓
FSK
FS KKR CAP CORP
+$314.0K
15,962
增持
SPY
SPDR S&P 500 ETF TR
+$305.0K
8,372
+13%
增持
XLG
INVESCO EXCHANGE TRADED FD T
-$299.0K
40,201
+745%
建仓
IBND
SPDR SER TR
+$292.0K
10,745
建仓
LNG
CHENIERE ENERGY INC
+$279.0K
1,681
建仓
XLP
SELECT SECTOR SPDR TR
+$277.0K
4,022
建仓
EFA
ISHARES TR
+$273.0K
3,966
增持
IJH
ISHARES TR
+$267.0K
2,130
+111%
建仓
CSCO
CISCO SYS INC
+$255.0K
4,751
清仓
DTD
WISDOMTREE TR
-$254.0K
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$253.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$249.0K
10,814
+13%
清仓
GS
GOLDMAN SACHS GROUP INC
-$241.0K
0
-100%
清仓
ROBT
FIRST TR EXCHANGE-TRADED FD
-$238.0K
0
-100%
建仓
—
UNILEVER PLC
+$235.0K
4,755
减持
QQQ
INVESCO QQQ TR
-$227.0K
12,070
-2%
清仓
FDG
AMERICAN CENTY ETF TR
-$225.0K
0
-100%
建仓
IYH
ISHARES TR
+$222.0K
821
清仓
VCLT
ISHARES TR
-$216.0K
0
-100%
清仓
IWF
ISHARES TR
-$202.0K
0
-100%
清仓
DVY
ISHARES TR
-$201.0K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$201.0K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$200.0K
0
-100%
减持
WPC
WP CAREY INC
-$182.0K
13,327
-0%
减持
PFE
PFIZER INC
-$181.0K
10,625
-27%
增持
IVE
ISHARES TR
+$169.0K
2,696
+77%
增持
PG
PROCTER AND GAMBLE CO
+$163.0K
8,294
+20%
增持
IYW
ISHARES TR
+$151.0K
12,236
+18%
建仓
IONQ
IONQ INC
+$151.0K
10,118
减持
FUTY
FIDELITY COVINGTON TRUST
-$143.0K
7,807
-25%
增持
LLY
ELI LILLY & CO
+$142.0K
893
+24%
增持
XLE
SELECT SECTOR SPDR TR
+$128.0K
11,013
+3%
清仓
BBDC
BARINGS BDC INC
-$123.0K
0
-100%
增持
COWZ
PACER FDS TR
+$117.0K
12,017
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$115.0K
8,349
+1%
增持
MCD
MCDONALDS CORP
-$115.0K
4,111
+2%
增持
MRK
MERCK & CO INC
-$111.0K
10,651
+2%
增持
NSC
NORFOLK SOUTHN CORP
-$101.0K
3,830
+2%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$101.0K
10,192
+33%
增持
AI
C3 AI INC
-$98.0K
9,646
+2%
增持
QYLD
GLOBAL X FDS
+$97.0K
23,416
+40%
增持
GOOGL
ALPHABET INC
+$97.0K
4,030
+12%
增持
CMCSA
COMCAST CORP NEW
+$89.0K
9,040
+20%
增持
AMZN
AMAZON COM INC
+$86.0K
15,449
+7%
增持
GOOG
ALPHABET INC
+$85.0K
7,286
+1%
建仓
—
ENVIVA INC
+$79.0K
10,600
减持
JPM
JPMORGAN CHASE & CO
-$76.0K
5,995
-8%
增持
NVDA
NVIDIA CORPORATION
+$74.0K
1,824
+7%
增持
CL
COLGATE PALMOLIVE CO
-$69.0K
13,329
+1%
减持
HAL
HALLIBURTON CO
+$68.0K
11,265
-4%
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$64.0K
18,583
+14%
增持
XLF
SELECT SECTOR SPDR TR
+$63.0K
10,943
+23%
增持
SCHD
SCHWAB STRATEGIC TR
+$62.0K
25,005
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$62.0K
1,863
+33%
减持
LIT
GLOBAL X FDS
-$61.0K
4,506
-6%
减持
META
META PLATFORMS INC
+$61.0K
4,921
-0%
减持
JNJ
JOHNSON & JOHNSON
-$59.0K
6,007
-0%
增持
SCHV
SCHWAB STRATEGIC TR
+$57.0K
5,458
+24%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$56.0K
11,553
-18%
增持
LSAT
TWO RDS SHARED TR
+$56.0K
13,457
+14%
减持
SSO
PROSHARES TR
-$47.0K
9,192
-1%
减持
BST
BLACKROCK SCIENCE & TECHNOLO
-$46.0K
11,449
-3%
增持
VYM
VANGUARD WHITEHALL FDS
+$46.0K
2,742
+23%
增持
LSAF
TWO RDS SHARED TR
+$45.0K
12,685
+13%
增持
NFLX
NETFLIX INC
-$40.0K
859
+4%
增持
ARCC
ARES CAPITAL CORP
+$40.0K
24,975
+5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$40.0K
3,513
-8%
增持
HON
HONEYWELL INTL INC
-$36.0K
1,842
+2%
减持
T
AT&T INC
-$36.0K
17,738
-6%
减持
C
CITIGROUP INC
-$35.0K
6,917
-0%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$32.0K
6,218
+19%
增持
HD
HOME DEPOT INC
+$32.0K
840
+18%
增持
COST
COSTCO WHSL CORP NEW
+$31.0K
655
+4%
增持
DGRO
ISHARES TR
-$30.0K
17,511
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$29.0K
7,821
-3%
增持
—
TWO RDS SHARED TR
+$29.0K
10,916
+15%
增持
TSLA
TESLA INC
-$28.0K
2,814
+1%
减持
SCHM
SCHWAB STRATEGIC TR
-$27.0K
6,612
-1%
增持
—
TWO RDS SHARED TR
+$26.0K
7,601
+17%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$25.0K
12,895
+877%
增持
IVV
ISHARES TR
-$25.0K
1,613
+0%
增持
EZM
WISDOMTREE TR
-$24.0K
11,999
+0%
减持
GLD
SPDR GOLD TR
-$24.0K
2,459
-2%
增持
INTC
INTEL CORP
+$23.0K
7,962
+2%
增持
IWM
ISHARES TR
+$22.0K
1,628
+14%
增持
FDX
FEDEX CORP
+$21.0K
931
+2%
增持
CWB
SPDR SER TR
+$20.0K
3,364
+13%
增持
LQD
ISHARES TR
-$20.0K
20,913
+5%
增持
XGDVX
GABELLI DIVID & INCOME TR
-$20.0K
13,267
+1%
增持
DVN
DEVON ENERGY CORP NEW
+$18.0K
18,702
+3%
减持
XLV
SELECT SECTOR SPDR TR
-$18.0K
3,977
-0%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$17.0K
21,146
-1%
增持
UPS
UNITED PARCEL SERVICE INC
-$16.0K
1,293
+6%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$16.0K
17,958
+1%
建仓
—
NIKOLA CORP
+$16.0K
10,000
建仓
—
ARQIT QUANTUM INC
+$16.0K
27,500
增持
MLPX
GLOBAL X FDS
+$16.0K
15,804
+0%
增持
VOO
VANGUARD INDEX FDS
+$15.0K
1,930
+6%
增持
HIPS
GRANITESHARES ETF TR
+$15.0K
44,728
+0%
增持
BAC
BANK AMERICA CORP
-$14.0K
33,376
+3%
减持
SCHG
SCHWAB STRATEGIC TR
-$13.0K
4,983
-0%
增持
VHT
VANGUARD WORLD FDS
-$13.0K
1,463
+0%
减持
ILCB
ISHARES TR
-$13.0K
3,412
-3%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$12.0K
10,476
+1%
增持
RDIV
INVESCO EXCH TRADED FD TR II
-$10.0K
6,626
+1%
增持
SCHX
SCHWAB STRATEGIC TR
-$10.0K
16,031
+2%
增持
—
LINDE PLC
-$10.0K
1,204
+0%
减持
QGRO
AMERICAN CENTY ETF TR
-$8.0K
4,628
-0%
增持
DIS
DISNEY WALT CO
-$8.0K
2,886
+7%
增持
IVW
ISHARES TR
+$8.0K
8,393
+5%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$7.0K
623
-1%
增持
QQQE
DIREXION SHS ETF TR
-$7.0K
3,348
+0%
减持
—
PROSHARES TR
+$6.0K
21,839
-1%
减持
STIP
ISHARES TR
-$5.0K
2,212
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$3.0K
4,996
+4%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
-$3.0K
3,684
+1%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$3.0K
21,231
+2%
增持
NMRK
NEWMARK GROUP INC
+$2.0K
10,326
+0%
增持
AVGO
BROADCOM INC
+$1.0K
709
+5%
增持
FFA
FIRST TR ENHANCED EQUITY INC
+$0
15,127
+2%
