小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 25
增持 93
减持 24
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
IEMG
ISHARES CORE MSCI
-$17.5M
138,346
-67%
减持
IEFA
ISHARES CORE MSCI EAFE
-$10.4M
329,388
-30%
增持
VONG
Vanguard Russell 1000 Growth ETF
+$4.7M
435,641
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。
+4%
减持
VCIT
VANGUARD INTERMEDIATE
-$4.6M
94,190
-33%
增持
AAPL
APPLE INC
+$4.1M
85,515
+9%
增持
MSFT
MICROSOFT CORP
+$4.0M
57,952
+6%
增持
VONV
Vanguard Russell 1000 Value ETF
+$3.6M
437,078
+5%
增持
WMT
WALMART INC
+$2.1M
21,519
+197%
建仓
SIL
GLOBAL X SILVER MINERS
+$1.6M
44,800
清仓
—
DRAFTKINGS INC
-$1.6M
0
-100%
减持
JMBS
JANUS HENDRSON MORTG
-$1.6M
167,373
-15%
清仓
AG
FIRST MAJESTIC SILVER F
-$1.6M
0
-100%
增持
NVDA
NVIDIA CORP
+$1.5M
6,824
+163%
增持
GUNR
FLEXSHARES UPSTREAM NA
+$1.1M
277,596
+3%
清仓
ZBH
ZIMMER BIOMET HLDGS
-$1.1M
0
-100%
增持
HYLB
XTRACKERS USD HIGH YIELD
+$1.0M
41,261
+168%
建仓
VB
VANGUARD SMALL CAP ETF
+$1.0M
4,469
清仓
JAAA
JANUS HENDERSON AAA CLO
-$1.0M
0
-100%
建仓
BA
BOEING CO
+$981.0K
4,877
减持
VBK
VANGUARD SMALL CAP
-$861.0K
22,402
-13%
建仓
PTLO
PORTILLOS INC
+$773.0K
20,615
增持
IGF
ISHARES GLOBAL
+$732.0K
119,828
+11%
增持
VBR
VANGUARD SMALL CAP VALUE
+$629.0K
45,560
+3%
清仓
CHWY
CHEWY INC
-$621.0K
0
-100%
增持
SHM
SPDR NUVEEN BLOOMBERG
+$584.0K
73,950
+20%
减持
IWF
iShares Russell 1000 Growth ETV IV
+$574.0K
18,775
-0%
增持
GOOG
ALPHABET INC.
+$562.0K
1,315
+8%
减持
—
AVIDITY BIOSCIENCES INC
-$526.0K
215,750
-6%
增持
META
META PLATFORMS INC
+$524.0K
4,984
+47%
建仓
OEF
ISHARES S&P 100 ETF IV
+$519.0K
2,369
建仓
VRTX
VERTEX PHARMACEUTICA
+$503.0K
2,291
增持
AMZN
AMAZON.COM INC
+$498.0K
648
+28%
建仓
COST
COSTCO WHOLESALE CO
+$485.0K
856
清仓
NVS
NOVARTIS AG F
-$447.0K
0
-100%
增持
SPG
SIMON PPTY GROUP
+$441.0K
8,475
+21%
减持
FLGT
FULGENT GENETICS INC
-$433.0K
4,508
-54%
增持
GOOGL
Alphabet, Inc. Cl A
+$420.0K
672
+18%
建仓
NOBL
PROSHARES S&P 500 DIV
+$420.0K
4,279
清仓
—
KANSAS CITY SOUTHERN
-$418.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY
+$401.0K
3,788
+41%
增持
TOLZ
PROSHARES DJ BRKFLD GLBL
+$378.0K
92,894
+3%
增持
SQ
BLOCK INC
-$365.0K
4,691
+0%
增持
TSLA
TESLA INC
+$359.0K
646
+55%
建仓
AVGO
BROADCOM INC
+$338.0K
509
清仓
EBND
SPDR BLMBRG BRCLY EMG
-$329.0K
0
-100%
建仓
—
CANADIAN PAC RAILWAY F
+$321.0K
4,472
建仓
NUBD
NUVEEN ESG US AGGREGATE
+$305.0K
11,888
减持
ADP
AUTO DATA PROCESSING
+$294.0K
6,380
-0%
增持
UNH
UNITEDHEALTH GRP INC
+$294.0K
1,794
+16%
增持
TJX
TJX COMPANIES INC
+$292.0K
20,940
+6%
增持
AMGN
AMGEN INC.
+$289.0K
3,397
+52%
建仓
SHW
SHERWIN WILLIAMS CO
+$285.0K
812
减持
HYD
VANECK HIGH YIELD MUNI
-$281.0K
215,075
-2%
建仓
ZTS
ZOETIS INC
+$276.0K
1,135
增持
KURA
KURA ONCOLOGY
-$265.0K
56,813
+0%
建仓
VONE
VANGUARD RUSSELL 1000
+$263.0K
1,202
建仓
LOW
LOWES COMPANIES INC
+$240.0K
931
建仓
MCO
MOODYS CORP
+$240.0K
616
增持
SBUX
STARBUCKS CORP
+$236.0K
13,632
+11%
增持
AMAT
APPLIED MATERIALS
+$235.0K
6,018
+9%
建仓
KDP
KEURIG DR PEPPER INC
+$232.0K
6,303
建仓
ABBV
ABBVIE INC
+$231.0K
1,707
建仓
UNP
UNION PACIFIC CORP
+$230.0K
915
减持
AGG
ISHARES CORE US
-$229.0K
39,224
-4%
增持
TSM
TAIWAN SEMICONDUCTR F
+$229.0K
3,685
+92%
建仓
CE
CELANESE CORP
+$227.0K
1,354
增持
—
ACCENTURE PLC F
+$223.0K
1,739
+12%
增持
MA
MASTERCARD INC
+$221.0K
7,897
+5%
增持
—
CHUBB LTD F
+$220.0K
10,613
+1%
增持
—
MEDTRONIC PLC F
-$219.0K
11,127
+2%
减持
AMD
ADVANCED MICRO DEVIC
+$215.0K
6,082
-5%
增持
XLK
TECHNOLOGY SELECT SECTOR
+$215.0K
6,515
+6%
建仓
PLD
PROLOGIS INC.
+$215.0K
1,280
建仓
PNC
PNC FINL SERVICES
+$204.0K
1,020
建仓
—
WALGREENS BOOTS ALLI
+$204.0K
3,921
增持
PYPL
PAYPAL HOLDINGS INCORPOR
-$202.0K
3,813
+8%
减持
HD
HOME DEPOT INC
+$202.0K
2,734
-4%
增持
LLY
LILLY ELI & CO
+$197.0K
1,863
+36%
增持
V
VISA INC
+$196.0K
10,327
+13%
增持
WM
WASTE MANAGEMENT INC
+$196.0K
10,844
+0%
增持
IWM
ISHARES RUSSELL 2000
+$186.0K
17,239
+3%
增持
INTU
INTUIT INC
+$181.0K
630
+51%
增持
NFLX
NETFLIX INC
+$175.0K
1,316
+30%
增持
ELV
ANTHEM INC
+$169.0K
1,527
+6%
增持
PG
PROCTER & GAMBLE
+$168.0K
5,324
+6%
增持
QCOM
QUALCOMM INC
+$166.0K
2,297
+16%
增持
TMO
THERMO FISHER SCNTFC
+$158.0K
818
+20%
增持
USSG
XTRACKER MSCI USA ESG
+$149.0K
8,322
+50%
增持
MCK
MCKESSON CORP
+$146.0K
2,915
+1%
增持
ABT
ABBOTT LABORATORIES
+$137.0K
3,413
+17%
增持
NTES
NETEASE INC F
+$134.0K
5,514
+10%
增持
CSCO
CISCO SYSTEMS INC
+$123.0K
10,451
+5%
增持
—
BLACKROCK INC
+$118.0K
844
+8%
减持
HEFA
ISHARES CURRENCY HEDG
-$112.0K
109,377
-5%
增持
HLT
HILTON WORLDWIDE HLD
+$110.0K
3,738
+4%
减持
UBER
UBER TECHNOLOGIES INC
-$110.0K
33,609
-1%
增持
NKE
NIKE INC
+$106.0K
2,122
+25%
增持
WTRG
ESSENTIAL UTILS INC
+$105.0K
11,233
+4%
增持
ESML
iShares Esg MSCI USA Small-Cap ETF
+$103.0K
11,592
+24%
增持
BMY
BRISTOL-MYERS SQUIBB
+$102.0K
18,765
+4%
增持
MU
MICRON TECHNOLOGY
+$100.0K
3,528
+10%
减持
SPY
SPDR S&P 500 ETF
+$100.0K
12,868
-8%
增持
—
GLAXOSMITHKLINE PLC F
+$99.0K
12,953
+5%
增持
QQQ
INVESCO QQQ TRUST
+$99.0K
2,337
+1%
增持
DHR
DANAHER CORP
+$98.0K
1,126
+26%
增持
CVS
CVS HEALTH CORP
+$95.0K
3,125
+17%
增持
JNJ
JOHNSON & JOHNSON
+$93.0K
6,256
+3%
减持
RGLD
ROYAL GOLD INC
+$91.0K
9,425
-0%
增持
MCD
MCDONALDS CORP
+$88.0K
2,856
+2%
增持
DEO
DIAGEO PLC F
+$87.0K
2,088
+8%
增持
GM
GENERAL MOTORS CO
+$85.0K
11,028
+3%
增持
—
LINDE PLC F
+$83.0K
1,376
+3%
增持
—
ASML HLDGS NV F
+$81.0K
358
+31%
建仓
—
WHEELS UP EXPERIENCE I F
+$81.0K
17,500
增持
GIS
GENERAL MILLS INC
+$78.0K
8,995
+2%
增持
EPD
ENTERPRISE PRODS PART LP
+$76.0K
15,782
+26%
增持
LUV
SOUTHWEST AIRLINES
-$76.0K
11,414
+4%
增持
ISRG
INTUITIVE SURGICAL
+$74.0K
941
+254%
增持
CRM
SALESFORCE COM
+$74.0K
3,542
+16%
增持
MRSH
MARSH & MC LENNAN CO
+$73.0K
2,025
+10%
增持
—
TE CONNECTIVITY LTD F
+$72.0K
2,538
+3%
增持
CAT
CATERPILLAR INC
+$72.0K
2,007
+13%
增持
ADBE
ADOBE INC
+$70.0K
775
+21%
减持
CL
COLGATE-PALMOLIVE CO
+$69.0K
7,134
-0%
增持
EW
EDWARDS LIFESCIENCES
+$68.0K
2,266
+14%
增持
SONY
SONY GROUP CORP F
+$67.0K
2,199
+15%
增持
BAC
BANK OF AMERICA CORP
+$65.0K
28,731
+1%
增持
NEE
NEXTERA ENERGY INC
+$64.0K
3,610
+4%
增持
JPM
JPMORGAN CHASE & CO
+$60.0K
3,551
+16%
增持
MS
MORGAN STANLEY
+$58.0K
3,144
+22%
减持
PAYC
PAYCOM SOFTWARE INC
-$58.0K
696
-0%
增持
SPGI
S&P GLOBAL INC
+$58.0K
615
+12%
增持
ORCL
ORACLE CORP
+$54.0K
8,962
+7%
减持
PEP
PEPSICO INC
+$49.0K
2,825
-4%
减持
ACWX
ISHARES MSCI ACWI EX US
-$47.0K
115,713
-1%
减持
INTC
INTEL CORP
-$44.0K
12,307
-3%
增持
TXN
TEXAS INSTRUMENTS
+$42.0K
1,813
+17%
增持
DIS
WALT DISNEY CO
+$41.0K
3,105
+20%
增持
TGT
TARGET CORP
+$41.0K
1,454
+13%
增持
MET
METLIFE INC
+$39.0K
3,876
+18%
减持
MRK
MERCK & CO. INC.
-$38.0K
3,219
-15%
增持
YUM
YUM BRANDS INC
+$38.0K
2,146
+1%
减持
KO
THE COCA-COLA CO
+$34.0K
9,333
-6%
建仓
SAN
BANCO SANTANDER S A F
+$34.0K
10,635
增持
GLW
CORNING INC
+$32.0K
10,960
+6%
增持
LYG
LLOYDS BANKING GROUP F
+$31.0K
22,473
+111%
增持
EOG
EOG RESOURCES INC
+$31.0K
3,046
+2%
增持
CHTR
CHARTER COMMUNICATN
-$29.0K
783
+6%
增持
ASX
ASE TECHNOLOGY HOLDING F
+$29.0K
14,643
+34%
增持
ING
ING GROEP ADR REP 1 OR F
+$29.0K
56,653
+8%
