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Aaron Wealth Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Aaron Wealth Advisors LLC
报告期 2026-03-31 · CIK 0001812198
持仓数
691
前50大市值合计
$1.22B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 142 项
建仓 11
增持 92
减持 32
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
VCIT
VANGUARD INTERMEDIATE
+$13.3M
141,285
增持
IEFA
ISHARES CORE MSCI EAFE
+$12.2M
470,852
+56%
增持
VONG
Vanguard Russell 1000 Growth ETF
+$5.3M
418,256
+21%
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
IEMG
ISHARES CORE MSCI
+$5.0M
416,868
+35%
增持
VONV
Vanguard Russell 1000 Value ETF
+$4.8M
417,014
+26%
增持
SPY
SPDR S&P 500 ETF
+$4.5M
14,008
+294%
增持
HYD
VANECK HIGH YIELD MUNI
+$4.4M
219,398
+50%
清仓
PTON
PELOTON INTERACTIVE INC
-$2.8M
0
-100%
增持
IGF
ISHARES GLOBAL
+$2.4M
108,287
+93%
增持
GUNR
FLEXSHARES UPSTREAM NA
+$1.8M
268,240
+29%
减持
JMBS
JANUS HENDRSON MORTG
-$1.1M
196,451
-9%
增持
—
DRAFTKINGS INC
+$1.1M
33,774
+259%
清仓
—
BARRICK GOLD CORP F
-$1.1M
0
-100%
减持
ACWX
ISHARES MSCI ACWI EX US
-$1.1M
116,961
-11%
清仓
TAK
TAKEDA PHARMA CO FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
-$990.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$885.0K
54,864
+2%
增持
AAPL
APPLE INC
+$820.0K
78,401
+5%
增持
VBR
VANGUARD SMALL CAP VALUE
+$766.0K
44,427
+14%
增持
VBK
VANGUARD SMALL CAP
+$707.0K
25,606
+15%
清仓
—
ENERGOUS CORP
-$623.0K
0
-100%
建仓
CHWY
CHEWY INC
+$621.0K
9,120
建仓
HYLB
XTRACKERS USD HIGH YIELD
+$616.0K
15,386
建仓
LUV
SOUTHWEST AIRLINES
+$564.0K
10,972
清仓
—
ROYAL DUTCH SHELL FSPONSORED ADR 1 ADR REPS 2 ORD SHS
-$349.0K
0
-100%
建仓
IVW
ISHARES S&P 500 GROWTH
+$269.0K
3,643
减持
UBER
UBER TECHNOLOGIES INC
-$260.0K
33,926
-4%
清仓
—
REATA PHARMACEUTICALS INCLASS A
-$251.0K
0
-100%
减持
IBM
IBM CORP
-$231.0K
24,594
-1%
建仓
EW
EDWARDS LIFESCIENCES
+$225.0K
1,989
建仓
IVE
ISHARES S&P 500 VALUE
+$225.0K
1,550
清仓
VZ
VERIZON COMMUNICATN
-$221.0K
0
-100%
增持
GOOG
ALPHABET INC.
+$211.0K
1,217
+1%
建仓
SONY
SONY GROUP CORP F
+$210.0K
1,907
建仓
—
ASML HLDGS NV F
+$204.0K
274
建仓
MET
METLIFE INC
+$203.0K
3,298
增持
IWF
iShares Russell 1000 Growth ETV IV
+$178.0K
18,842
+3%
增持
—
CHUBB LTD F
+$176.0K
10,556
+1%
增持
RGLD
ROYAL GOLD INC
-$175.0K
9,430
+0%
减持
WPM
WHEATON PRECIOUS METAL F
-$174.0K
16,656
-8%
减持
BMY
BRISTOL-MYERS SQUIBB
-$167.0K
18,038
-2%
增持
GOOGL
Alphabet, Inc. Cl A
+$159.0K
571
+2%
减持
NTES
NETEASE INC F
-$158.0K
5,000
-2%
增持
HD
HOME DEPOT INC
+$141.0K
2,842
+15%
减持
ENB
ENBRIDGE INC F
-$123.0K
10,502
-22%
减持
KURA
KURA ONCOLOGY
-$121.0K
56,635
-0%
减持
AMAT
APPLIED MATERIALS
-$120.0K
5,530
-5%
增持
MA
MASTERCARD INC
-$117.0K
7,527
+1%
减持
AMZN
AMAZON.COM INC
-$116.0K
506
-2%
减持
PAYC
PAYCOM SOFTWARE INC
-$105.0K
698
-44%
增持
—
ACCENTURE PLC F
+$103.0K
1,556
+16%
增持
ZBH
ZIMMER BIOMET HLDGS
-$101.0K
7,389
+0%
减持
WM
WASTE MANAGEMENT INC
+$95.0K
10,802
-0%
减持
MDLZ
MONDELEZ INTL
-$92.0K
3,649
-25%
减持
TJX
TJX COMPANIES INC
-$91.0K
19,672
-4%
增持
NFLX
NETFLIX INC
+$90.0K
1,011
+1%
减持
CRM
SALESFORCE COM
-$89.0K
3,049
-19%
增持
V
VISA INC
-$84.0K
9,164
+1%
增持
ORCL
ORACLE CORP
+$80.0K
8,350
+0%
增持
PYPL
PAYPAL HOLDINGS INCORPOR
-$79.0K
3,541
+3%
增持
BAC
BANK OF AMERICA CORP
+$78.0K
28,578
+4%
减持
GM
GENERAL MOTORS CO
-$77.0K
10,656
-1%
增持
CSCO
CISCO SYSTEMS INC
+$69.0K
9,914
+12%
增持
—
INTERPUBLIC GRP COS
+$68.0K
12,974
+3%
增持
MRSH
MARSH & MC LENNAN CO
+$68.0K
1,838
+23%
减持
EBND
SPDR BLMBRG BRCLY EMG
-$65.0K
13,040
-13%
增持
HLT
HILTON WORLDWIDE HLD
+$63.0K
3,584
+5%
增持
AMGN
AMGEN INC.
-$62.0K
2,237
+1%
增持
AMD
ADVANCED MICRO DEVIC
+$62.0K
6,416
+1%
增持
NVDA
NVIDIA CORP
+$61.0K
2,597
+336%
增持
MCD
MCDONALDS CORP
+$60.0K
2,809
+5%
增持
TSLA
TESLA INC
+$59.0K
417
+7%
增持
TMO
THERMO FISHER SCNTFC
+$53.0K
679
+2%
增持
TOLZ
PROSHARES DJ BRKFLD GLBL
+$53.0K
90,012
+4%
减持
GLW
CORNING INC
-$51.0K
10,310
-1%
增持
NEE
NEXTERA ENERGY INC
+$50.0K
3,477
+14%
减持
ING
ING GROEP ADR REP 1 OR F
+$49.0K
52,399
-2%
增持
TXN
TEXAS INSTRUMENTS
+$49.0K
1,556
+19%
增持
JPM
JPMORGAN CHASE & CO
+$47.0K
3,072
+5%
减持
TSM
TAIWAN SEMICONDUCTR F
-$46.0K
1,918
-11%
增持
—
LINDE PLC F
+$45.0K
1,341
+11%
增持
—
GLAXOSMITHKLINE PLC F
+$45.0K
12,356
+15%
建仓
BBD
BANCO BRADESCO SA F
+$44.0K
11,517
增持
CL
COLGATE-PALMOLIVE CO
-$41.0K
7,141
+0%
增持
ISRG
INTUITIVE SURGICAL
+$40.0K
266
+9%
增持
DHR
DANAHER CORP
+$37.0K
894
+2%
增持
TMUS
T-MOBILE US INC
-$36.0K
2,202
+1%
减持
EOG
EOG RESOURCES INC
-$35.0K
2,989
-9%
减持
SNY
SANOFI S A F
-$35.0K
7,395
-1%
增持
CMCSA
COMCAST CORP
+$35.0K
8,113
+11%
增持
—
MEDTRONIC PLC F
+$34.0K
10,936
+2%
增持
PG
PROCTER & GAMBLE
+$34.0K
5,027
+1%
增持
DEO
DIAGEO PLC F
+$33.0K
1,928
+9%
增持
MRK
MERCK & CO. INC.
+$31.0K
3,784
+16%
增持
MU
MICRON TECHNOLOGY
-$29.0K
3,213
+6%
增持
AGG
ISHARES CORE US
+$29.0K
40,962
+25%
增持
CDW
CDW CORP
+$28.0K
1,820
+5%
增持
MS
MORGAN STANLEY
+$27.0K
2,576
+6%
增持
SPGI
S&P GLOBAL INC
+$27.0K
548
+9%
增持
CVS
CVS HEALTH CORP
+$26.0K
2,682
+11%
增持
MCK
MCKESSON CORP
+$25.0K
2,899
+0%
增持
CAT
CATERPILLAR INC
-$25.0K
1,783
+6%
增持
QCOM
QUALCOMM INC
-$25.0K
1,973
+1%
增持
XLK
TECHNOLOGY SELECT SECTOR
+$25.0K
6,145
+2%
增持
GD
GENERAL DYNAMICS CO
+$24.0K
1,645
+4%
增持
INTU
INTUIT INC
+$24.0K
417
+2%
减持
LYG
LLOYDS BANKING GROUP F
-$23.0K
10,647
-45%
增持
INTC
INTEL CORP
-$23.0K
12,716
+2%
增持
ADP
AUTO DATA PROCESSING
+$21.0K
6,401
+1%
减持
SQ
SQUARE INC
-$21.0K
4,681
-0%
增持
HSY
HERSHEY CO
-$20.0K
4,739
+0%
减持
WMT
WALMART INC
-$20.0K
7,254
-1%
增持
FLGT
FULGENT GENETICS INC
-$20.0K
9,854
+0%
减持
DIS
WALT DISNEY CO
-$20.0K
2,596
-1%
减持
KO
THE COCA-COLA CO
-$20.0K
9,880
-1%
增持
YUM
YUM BRANDS INC
+$19.0K
2,118
+1%
增持
JNJ
JOHNSON & JOHNSON
-$18.0K
6,053
+0%
减持
DE
DEERE & CO
-$16.0K
879
-0%
增持
ABT
ABBOTT LABORATORIES
+$15.0K
2,910
+3%
增持
NVS
NOVARTIS AG F
-$14.0K
5,468
+8%
增持
CHTR
CHARTER COMMUNICATN
+$14.0K
742
+2%
增持
TGT
TARGET CORP
-$13.0K
1,290
+1%
增持
UNH
UNITEDHEALTH GRP INC
-$12.0K
1,552
+0%
增持
BRK/B
BERKSHIRE HATHAWAY
+$12.0K
2,681
+4%
减持
TELFY
TELEFONICA S A F
-$11.0K
58,205
-4%
增持
WTRG
ESSENTIAL UTILS INC
+$11.0K
10,828
+2%
增持
—
KANSAS CITY SOUTHERN
-$11.0K
1,547
+2%
增持
LLY
LILLY ELI & CO
+$10.0K
1,373
+3%
增持
ADBE
ADOBE INC
+$9.0K
641
+4%
增持
ELV
ANTHEM INC
-$9.0K
1,445
+1%
减持
ASX
ASE TECHNOLOGY HOLDING F
-$9.0K
10,887
-7%
增持
EFA
ISHARES MSCI EAFE ETF
-$8.0K
67,116
+1%
增持
—
BLACKROCK INC
+$8.0K
780
+6%
增持
FANG
DIAMONDBACK ENERGY
+$7.0K
3,033
+1%
增持
—
TE CONNECTIVITY LTD F
+$7.0K
2,463
+1%
增持
NKE
NIKE INC
-$7.0K
1,701
+3%
增持
SPG
SIMON PPTY GROUP
+$6.0K
7,027
+1%
增持
META
FACEBOOK INC
+$3.0K
3,396
+3%
减持
PEP
PEPSICO INC
-$3.0K
2,936
-2%
增持
USSG
XTRACKER MSCI USA ESG
+$2.0K
5,540
增持
SBUX
STARBUCKS CORP
-$1.0K
12,315
+1%
增持
GIS
GENERAL MILLS INC
+$1.0K
8,843
+2%
增持
JAAA
JANUS HENDERSON AAA CLO
+$1.0K
19,800
