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Aaron Wealth Advisors LLC

报告期 2026-03-31 · CIK 0001812198

持仓数

691

前50大市值合计

$1.22B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IEFA ISHARES TR

CORE MSCI EAFE

$139.1M

1,536,718

11.4%

VONV VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL

$101.9M

1,086,914

8.4%

VONG VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW

$94.7M

863,072

7.8%

NVDA NVIDIA CORPORATION

COM

$84.4M

484,145

6.9%

SGOV ISHARES TR

0-3 MNTH TREASRY

$65.2M

647,381

5.4%

AMGN AMGEN INC

COM

$61.5M

174,735

5.1%

GUNR FLEXSHARES TR

MORNSTAR UPSTR

$58.9M

1,067,130

4.8%

AAPL APPLE INC

COM

$51.0M

201,114

4.2%

IEMG ISHARES INC

CORE MSCI EMKT

$44.8M

642,173

3.7%

MBX MBX BIOSCIENCES INC

COM

$34.9M

1,168,176

2.9%

MSFT MICROSOFT CORP

COM

$34.5M

93,286

2.8%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$32.8M

150,977

2.7%

NVDA NVIDIA CORPORATION

COM · 认沽

$30.5M

175,000

2.5%

LMBS FIRST TR EXCHANGE-TRADED FD

FST LOW OPPT EFT

$30.4M

610,228

2.5%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$29.4M

97,146

2.4%

GOOGL ALPHABET INC

CAP STK CL A

$22.3M

77,406

1.8%

AMZN AMAZON COM INC

COM

$21.8M

104,868

1.8%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$17.4M

51,599

1.4%

GOOG ALPHABET INC

CAP STK CL C

$16.3M

56,880

1.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$15.5M

23,865

1.3%

AVGO BROADCOM INC

COM

$13.6M

44,094

1.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$12.7M

26,430

1.0%

TOLZ PROSHARES TR

DJ BRKFLD GLB

$12.4M

206,343

1.0%

WMT WALMART INC

COM

$11.8M

94,896

1.0%

META META PLATFORMS INC

CL A

$11.5M

20,019

0.9%

SUB ISHARES TR

SHRT NAT MUN ETF

$10.8M

101,053

0.9%

FCX FREEPORT MCMORAN INC

CL B

$10.7M

182,234

0.9%

TSLA TESLA INC

COM

$10.6M

28,454

0.9%

LLY ELI LILLY & CO

COM

$10.4M

11,253

0.9%

JPM JPMORGAN CHASE & CO

COM

$10.3M

34,941

0.8%

JNJ JOHNSON & JOHNSON

COM

$10.0M

40,714

0.8%

— EXXON MOBIL CORP

COM

$9.9M

58,623

0.8%

CAT CATERPILLAR INC

COM

$8.6M

12,073

0.7%

V VISA INC

COM CL A

$6.5M

21,417

0.5%

EFA ISHARES TR

MSCI EAFE ETF

$6.1M

63,106

0.5%

BMY BRISTOL-MYERS SQUIBB CO

COM

$6.0M

98,697

0.5%

— ASML HLDG NV

N Y REGISTRY SHS

$5.9M

4,433

0.5%

COST COSTCO WHOLESALE CORPORATION

COM

$5.6M

5,583

0.5%

VONE VANGUARD SCOTTSDALE FDS

VNG RUS1000IDX

$5.3M

18,086

0.4%

AMAT APPLIED MATLS INC

COM

$5.3M

15,370

0.4%

CSCO CISCO SYS INC

COM

$5.2M

67,160

0.4%

MU MICRON TECHNOLOGY INC

COM

$4.8M

14,086

0.4%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$4.7M

7,919

0.4%

ABBV ABBVIE INC

COM

$4.6M

20,998

0.4%

LRCX LAM RESEARCH CORP

COM NEW

$4.5M

21,153

0.4%

PG PROCTER & GAMBLE CO

COM

$4.2M

29,386

0.3%

IWF ISHARES TR

RUS 1000 GRW ETF

$4.2M

9,951

0.3%

RTX RTX CORPORATION

COM

$4.2M

21,633

0.3%

BAC BANK AMERICA CORP

COM

$4.0M

81,702

0.3%

MCK MCKESSON CORP

COM

$4.0M

4,599

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

45%前 6 大占比

IEFA11.4%VONV8.4%VONG7.8%NVDA6.9%SGOV5.4%AMGN5.1%

Aaron Wealth Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心