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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
25Q4 调仓
2025-06-30 → 2025-12-31 · 共 150 项
建仓 26
增持 54
减持 46
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$3.0M
186,124
+148%
增持
QQQ
INVESCO QQQ TR
+$2.0M
12,615
+23%
减持
AXP
AMERICAN EXPRESS CO
-$1.7M
1,148
-83%
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
ALAI
THE ALGER ETF TRUST
+$1.2M
60,599
+97%
清仓
CL
COLGATE PALMOLIVE CO
-$1.2M
0
-100%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.2M
15,235
+375%
增持
AFGR
FIRST TR EXCHNG TRADED FD VI
+$1.2M
41,955
+332%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.1M
0
-100%
增持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$1.1M
9,466
+95%
减持
AAPL
APPLE INC
+$1.1M
25,477
-11%
减持
GOOG
ALPHABET INC
+$1.0M
7,666
-1%
建仓
CAIE
CALAMOS ETF TR
+$870.0K
32,527
增持
SCHG
SCHWAB STRATEGIC TR
+$807.0K
51,286
+75%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$774.0K
13,309
建仓
CCEF
CALAMOS ETF TR
+$742.0K
25,631
增持
SSO
PROSHARES TR
+$722.0K
16,550
+199%
清仓
QYLD
GLOBAL X FDS
-$716.0K
0
-100%
建仓
AIS
TIDAL TRUST III
+$688.0K
18,505
增持
GOOGL
ALPHABET INC
+$641.0K
4,683
+0%
清仓
WPC
WP CAREY INC
-$633.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$605.0K
2,632
+43%
清仓
AMP
AMERIPRISE FINL INC
-$582.0K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$577.0K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$556.0K
7,702
+29%
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$546.0K
0
-100%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$543.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$521.0K
10,457
-16%
减持
HIPS
GRANITESHARES ETF TR
-$518.0K
12,515
-77%
增持
IYW
ISHARES TR
+$501.0K
6,768
+38%
增持
LQD
ISHARES TR
+$475.0K
22,430
+23%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$466.0K
3,910
增持
IWM
ISHARES TR
+$437.0K
3,410
+86%
增持
HYXF
ISHARES TR
+$415.0K
25,820
+52%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$412.0K
25,051
+19%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$409.0K
38,083
+15%
增持
NFLX
NETFLIX INC
-$408.0K
7,453
+801%
增持
BND
VANGUARD BD INDEX FDS
+$407.0K
12,274
+79%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$405.0K
12,794
+90%
增持
AIQ
GLOBAL X FDS
+$405.0K
13,182
+118%
减持
B
BARRICK MNG CORP
+$390.0K
17,486
-2%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$379.0K
22,401
-0%
清仓
ROK
ROCKWELL AUTOMATION INC
-$375.0K
0
-100%
增持
QTUM
ETF SER SOLUTIONS
+$364.0K
5,700
+101%
清仓
FLOT
ISHARES TR
-$362.0K
0
-100%
建仓
IEF
ISHARES TR
+$353.0K
3,670
建仓
NVO
NOVO-NORDISK A S
+$350.0K
6,883
清仓
FMHI
FIRST TR EXCH TRADED FD III
-$347.0K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$343.0K
3,459
清仓
DGRO
ISHARES TR
-$342.0K
0
-100%
增持
XJUL
FIRST TR EXCHNG TRADED FD VI
+$339.0K
16,914
+99%
增持
FTHY
FIRST TR HIGH YIELD OPPRT 20
+$322.0K
196,255
+19%
清仓
LQDW
ISHARES TR
-$320.0K
0
-100%
建仓
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$303.0K
30,037
建仓
UFOX
ETF SER SOLUTIONS
+$303.0K
4,768
清仓
CMCSA
COMCAST CORP NEW
-$298.0K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$297.0K
74,967
+13%
建仓
EFA
ISHARES TR
+$296.0K
3,093
清仓
—
TWO RDS SHARED TR
-$294.0K
0
-100%
建仓
FTHI
FIRST TR EXCHANGE TRADED FD
+$289.0K
12,232
增持
META
META PLATFORMS INC
-$284.0K
5,502
+4%
增持
TSLA
TESLA INC
+$278.0K
1,566
+17%
清仓
—
UNILEVER PLC
-$274.0K
0
-100%
建仓
NVG
NUVEEN AMT FREE MUN CR INC F
+$271.0K
21,413
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$266.0K
6,276
-11%
清仓
CRM
SALESFORCE INC
-$265.0K
0
-100%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$260.0K
3,583
减持
AMZN
AMAZON COM INC
-$255.0K
13,229
-12%
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$254.0K
16,839
+80%
建仓
UL
UNILEVER PLC
+$254.0K
3,888
增持
FPE
FIRST TR EXCH TRADED FD III
+$251.0K
38,335
+52%
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$248.0K
3,120
增持
VONG
VANGUARD SCOTTSDALE FDS
+$247.0K
3,773
+97%
减持
COST
COSTCO WHSL CORP NEW
-$240.0K
262
-44%
建仓
ROBT
FIRST TR EXCHANGE TRADED FD
+$237.0K
4,566
建仓
VB
VANGUARD INDEX FDS
+$236.0K
916
建仓
QSPT
FIRST TR EXCHNG TRADED FD VI
+$230.0K
7,264
清仓
DG
DOLLAR GEN CORP NEW
-$230.0K
0
-100%
清仓
MET
METLIFE INC
-$229.0K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$224.0K
0
-100%
建仓
WMT
WALMART INC
+$219.0K
1,966
清仓
—
TRANE TECHNOLOGIES PLC
-$219.0K
0
-100%
清仓
EXC
EXELON CORP
-$216.0K
0
-100%
清仓
—
TWO RDS SHARED TR
-$215.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$215.0K
1,449
+72%
建仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$210.0K
7,369
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$205.0K
6,398
建仓
MMM
3M CO
+$203.0K
1,269
建仓
ARKK
ARK ETF TR
+$202.0K
2,620
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$201.0K
7,147
建仓
CVRT
CALAMOS ETF TR
+$200.0K
5,254
增持
ILCB
ISHARES TR
+$197.0K
5,474
+50%
减持
AMLP
ALPS ETF TR
-$196.0K
25,795
-11%
减持
PG
PROCTER AND GAMBLE CO
-$189.0K
5,552
-10%
增持
MLPX
GLOBAL X FDS
+$188.0K
17,587
+24%
增持
ET
ENERGY TRANSFER L P
-$178.0K
182,938
+4%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$171.0K
7,655
+63%
减持
XLK
SELECT SECTOR SPDR TR
-$168.0K
1,472
-2%
增持
ITA
ISHARES TR
+$161.0K
2,042
+39%
减持
LSAT
TWO RDS SHARED TR
-$159.0K
6,433
-38%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$159.0K
85,271
+4%
减持
C
CITIGROUP INC
+$154.0K
5,582
-4%
减持
MSFT
MICROSOFT CORP
-$151.0K
4,649
-4%
减持
JPM
JPMORGAN CHASE & CO.
+$146.0K
4,953
-1%
增持
TLT
ISHARES TR
+$145.0K
33,685
+6%
减持
XNTK
SPDR SERIES TRUST
+$142.0K
3,582
-0%
增持
MGK
VANGUARD WORLD FD
+$131.0K
1,640
+10%
清仓
NMRK
NEWMARK GROUP INC
-$128.0K
0
-100%
减持
MRK
MERCK & CO INC
+$122.0K
8,961
-14%
减持
ARCC
ARES CAPITAL CORP
-$122.0K
25,403
-12%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$120.0K
20,423
+31%
增持
SCHB
SCHWAB STRATEGIC TR
+$119.0K
13,819
+36%
减持
T
AT&T INC
-$113.0K
15,267
-10%
减持
NSC
NORFOLK SOUTHN CORP
+$105.0K
3,870
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$105.0K
13,591
+31%
减持
GPIX
GOLDMAN SACHS ETF TR
-$105.0K
77,190
-8%
减持
AVGO
BROADCOM INC
+$101.0K
3,289
-13%
减持
XLV
SELECT SECTOR SPDR TR
-$93.0K
2,219
-32%
减持
SCHX
SCHWAB STRATEGIC TR
+$87.0K
43,988
-2%
增持
SMH
VANECK ETF TRUST
+$87.0K
958
+4%
减持
FTRB
FEDERATED HERMES ETF TRUST
-$83.0K
22,144
-14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$81.0K
1,271
-18%
减持
RDIV
INVESCO EXCH TRADED FD TR II
-$79.0K
4,921
-30%
减持
XLF
SELECT SECTOR SPDR TR
-$75.0K
9,473
-16%
减持
VPLS
VANGUARD MALVERN FDS
-$66.0K
4,581
-16%
减持
SPHY
SPDR SERIES TRUST
-$65.0K
94,382
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$65.0K
2,467
+14%
增持
EZM
WISDOMTREE TR
+$61.0K
11,015
+1%
减持
NVDA
NVIDIA CORPORATION
+$59.0K
18,847
-14%
减持
FBND
FIDELITY MERRIMACK STR TR
-$57.0K
7,907
-14%
减持
KO
COCA COLA CO
-$57.0K
4,772
-14%
增持
FFA
FIRST TR ENHANCED EQUITY INC
+$55.0K
24,233
+4%
减持
IVW
ISHARES TR
+$54.0K
10,844
-7%
增持
IWF
ISHARES TR
+$50.0K
785
+3%
减持
UBER
UBER TECHNOLOGIES INC
-$48.0K
3,408
-3%
减持
PM
PHILIP MORRIS INTL INC
-$45.0K
1,561
-4%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$44.0K
13,142
+7%
增持
XLE
SELECT SECTOR SPDR TR
-$43.0K
10,880
+73%
增持
IVV
ISHARES TR
+$41.0K
633
+0%
增持
ORCL
ORACLE CORP
+$41.0K
1,458
+31%
减持
AMD
ADVANCED MICRO DEVICES INC
-$41.0K
1,608
-41%
减持
BAC
BANK AMERICA CORP
+$40.0K
26,477
-12%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$39.0K
12,334
-13%
减持
XLP
SELECT SECTOR SPDR TR
-$36.0K
3,373
-8%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$35.0K
2,756
-2%
减持
IVE
ISHARES TR
+$35.0K
2,250
-0%
增持
BST
BLACKROCK SCIENCE & TECHNOLO
+$35.0K
9,153
+4%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$33.0K
6,941
+0%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$33.0K
5,518
-3%
增持
HD
HOME DEPOT INC
+$33.0K
755
+22%
减持
VTV
VANGUARD INDEX FDS
-$31.0K
1,487
-17%
