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
22Q2 调仓
2021-12-31 → 2022-06-30 · 共 150 项
建仓 44
增持 53
减持 21
清仓 32
方向
标的
Δ市值
现股数(环比)
建仓
—
ZUORA INC
+$13.2M
1,472,439
增持
AMGN
AMGEN INC.
+$13.2M
57,222
+1584%
建仓
NEAR
BLACKROCK SHORT MATURITY
+$10.2M
206,800
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。
减持
HYD
VANECK HIGH YIELD MUNI
-$9.5M
72,622
-66%
清仓
JMBS
JANUS HENDRSON MORTG
-$8.8M
0
-100%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$8.7M
452,715
+4%
清仓
VCIT
VANGUARD INTERMEDIATE
-$8.7M
0
-100%
建仓
JAAA
JANUS HENDERSON AAA CLO
+$8.3M
169,178
增持
IEMG
ISHARES CORE MSCI
+$7.6M
323,576
+134%
增持
AAPL
APPLE INC
+$7.2M
164,013
+92%
建仓
VOO
VANGUARD S&P 500 ETF
+$5.4M
15,583
减持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
-$5.4M
422,303
-3%
增持
IEFA
ISHARES CORE MSCI EAFE
+$4.9M
501,655
+52%
建仓
FCX
FREEPORT-MCMORAN INC
+$4.5M
155,216
减持
AGG
ISHARES CORE US
-$3.7M
7,500
-81%
增持
DHR
DANAHER CORP
+$3.7M
16,048
+1325%
清仓
HYMB
SPDR NUVEEN BLMG HG YL
-$3.3M
0
-100%
增持
TOLZ
PROSHARES DJ BRKFLD GLBL
+$3.2M
166,088
+79%
增持
VONE
VANGUARD RUSSELL 1000
+$2.9M
18,499
+1439%
增持
GOOGL
ALPHABET INC. CLASS A
+$2.3M
1,934
+188%
增持
GOOG
ALPHABET INC.
+$2.2M
2,728
+107%
建仓
IWR
ISHARES RUSSELL MID CAP
+$1.8M
27,500
增持
VBK
VANGUARD SMALL CAP
-$1.7M
23,184
+3%
建仓
NTRS
NORTHERN TRUST CORP
+$1.7M
17,546
清仓
HYLB
XTRACKERS USD HIGH YIELD
-$1.6M
0
-100%
清仓
SIL
GLOBAL X SILVER MINERS
-$1.6M
0
-100%
清仓
TJX
TJX COMPANIES INC
-$1.6M
0
-100%
建仓
ITOT
ISHARES TOTAL US STOCK
+$1.5M
18,398
增持
GUNR
FLEXSHARES UPSTREAM
+$1.5M
315,047
+13%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$1.4M
19,762
+5%
增持
CRM
SALESFORCE INC
+$1.4M
13,965
+294%
减持
ACWX
ISHARES MSCI ACWI EX US
-$1.4M
112,303
-3%
增持
BRK/B
BERKSHIRE HATHAWAY
+$1.3M
8,986
+137%
建仓
XLV
SELECT SECTOR HEALTH
+$1.3M
10,000
增持
ORCL
ORACLE CORP
+$1.2M
28,736
+221%
增持
SHM
SPDR NUVEN BLM SHT TM
+$1.2M
102,420
+38%
清仓
XLK
TECHNOLOGY SELECT SECTOR
-$1.1M
0
-100%
建仓
TXT
TEXTRON INC
+$1.0M
17,178
增持
KO
THE COCA-COLA CO
+$1.0M
24,752
+165%
清仓
BA
BOEING CO
-$981.0K
0
-100%
建仓
KXI
ISHARES GLOBAL CONSUMER
+$972.0K
16,813
建仓
XLF
SELECT STR FINANCIAL
+$962.0K
30,605
清仓
AMAT
APPLIED MATERIALS
-$946.0K
0
-100%
增持
EFA
ISHARES MSCI EAFE ETF
-$902.0K
70,060
+4%
增持
—
ACCENTURE PLC F
+$880.0K
5,763
+231%
增持
NVDA
NVIDIA CORP
-$802.0K
7,953
+17%
增持
VBR
VANGUARD SMALL CAP VALUE
-$801.0K
49,041
+8%
清仓
NFLX
NETFLIX INC
-$792.0K
0
-100%
减持
WMT
WALMART INC
-$790.0K
19,107
-11%
增持
META
META PLATFORMS INC
-$785.0K
5,530
+11%
增持
BAC
BANK OF AMERICA CORP
+$785.0K
66,286
+131%
清仓
PTLO
PORTILLOS INC
-$773.0K
0
-100%
减持
HEFA
ISHARES CURRENCY HEDG
-$749.0K
97,905
-10%
增持
IWM
ISHARES RUSSELL 2000
-$734.0K
18,309
+6%
建仓
GLD
SPDR GOLD SHARES ETF
+$726.0K
4,313
增持
UBER
UBER TECHNOLOGIES INC
-$719.0K
33,756
+0%
清仓
PYPL
PAYPAL HOLDINGS INCORPOR
-$719.0K
0
-100%
建仓
BKR
BAKER HUGHES CO.
+$660.0K
22,862
建仓
AG
FIRST MAJESTIC SILVER F
+$659.0K
91,819
增持
SPY
SPDR S&P 500 ETF
+$630.0K
17,871
+39%
清仓
POOL
POOL CORP
-$620.0K
0
-100%
建仓
COF
CAPITAL ONE FC
+$611.0K
5,872
建仓
VGK
VANGUARD FTSE EUROPE
+$594.0K
11,257
增持
OEF
ISHARES S&P 100 ETF
+$584.0K
6,399
+170%
建仓
IWD
ISHARES RUSSELL 1000
+$584.0K
4,032
建仓
SCHP
SCHWAB US TIPS ETF
+$572.0K
10,258
建仓
ONEQ
FIDELITY NASDAQ
+$539.0K
12,500
增持
MSFT
MICROSOFT CORP
-$527.0K
73,837
+27%
建仓
AIG
AMERICAN INTL GROUP
+$521.0K
10,193
减持
HD
HOME DEPOT INC
-$515.0K
2,258
-17%
增持
BMY
BRISTOL-MYERS SQUIBB
+$513.0K
21,850
+16%
增持
EPD
ENTERPRISE PRODS PART LP
+$505.0K
34,939
+121%
建仓
IVV
ISHARES CORE S&P 500
+$498.0K
1,314
清仓
LUV
SOUTHWEST AIRLINES
-$488.0K
0
-100%
建仓
MGK
VANGUARD MEGA CAP GROWTH
+$476.0K
2,625
增持
SQ
BLOCK INC
-$454.0K
4,942
+5%
增持
NOBL
PROSHARES S&P 500 DIV
+$442.0K
10,109
+136%
清仓
KBE
SPDR S&P BANK ETF
-$413.0K
0
-100%
建仓
BAX
BAXTER INTERNTNL
+$406.0K
6,333
增持
SBUX
STARBUCKS CORP
+$402.0K
26,137
+92%
建仓
PENN
PENN NTNL GAMING
+$396.0K
13,028
减持
GM
GENERAL MOTORS CO
-$391.0K
8,034
-27%
清仓
USSG
XTRACKER MSCI USA ESG
-$369.0K
0
-100%
增持
ABBV
ABBVIE INC
+$360.0K
3,864
+126%
建仓
CRBN
ISHARES MSCI ACWI LW
+$356.0K
2,604
建仓
IJK
ISHARES S&P MID CAP 400
+$351.0K
5,512
建仓
MUB
ISHARES NATIONAL MUNI
+$347.0K
3,268
清仓
ISRG
INTUITIVE SURGICAL
-$338.0K
0
-100%
清仓
TGT
TARGET CORP
-$336.0K
0
-100%
增持
IVE
ISHARES S&P 500 VALUE
+$334.0K
4,192
+170%
清仓
MU
MICRON TECHNOLOGY
-$328.0K
0
-100%
清仓
—
CANADIAN PAC RAILWAY F
-$321.0K
0
-100%
增持
MA
MASTERCARD INC
-$317.0K
7,990
+1%
增持
PG
PROCTER & GAMBLE
+$317.0K
8,259
+55%
清仓
FANG
DIAMONDBACK ENERGY
-$315.0K
0
-100%
增持
IBM
IBM CORP
+$314.0K
26,461
+3%
建仓
ESGU
ISHARES ESG AWARE MSCI USA ETF IV
+$312.0K
3,719
增持
SPG
SIMON PPTY GROUP
-$309.0K
11,013
+30%
减持
CSCO
CISCO SYSTEMS INC
-$292.0K
8,682
-17%
建仓
ROP
ROPER TECHNOLOGIES
+$288.0K
731
清仓
PAYC
PAYCOM SOFTWARE INC
-$288.0K
0
-100%
建仓
IYG
ISHARES US FINANCIAL SER
+$286.0K
1,930
减持
MLPX
GLOBAL X MLP & ENERGY
-$282.0K
17,064
-35%
清仓
TMUS
T-MOBILE US INC
-$278.0K
0
-100%
建仓
PFE
PFIZER INC
+$277.0K
5,301
清仓
SONY
SONY GROUP CORP F
-$277.0K
0
-100%
清仓
ZTS
ZOETIS INC
-$276.0K
0
-100%
减持
QQQ
INVSC QQQ TRUST SRS 1
-$275.0K
2,334
-0%
减持
VB
VANGUARD SMALL CAP ETF
-$274.0K
4,180
-6%
建仓
NVO
NOVO-NORDISK A S F
+$271.0K
2,434
减持
—
BLACKROCK INC
-$270.0K
825
-2%
增持
AMD
ADVANCED MICRO DEVIC
-$269.0K
7,927
+30%
建仓
SHYL
XTRACKRS SHRT DUR HGH
+$258.0K
6,110
建仓
T
A T & T INC
+$258.0K
12,342
清仓
IVOG
VANGUARD S&P MID CAP 400
-$256.0K
0
-100%
增持
MCK
MCKESSON CORP
+$253.0K
2,997
+3%
建仓
—
ASTRAZENECA PLC IAM CO F
+$250.0K
3,796
增持
AMZN
AMAZON.COM INC
-$249.0K
17,999
+2678%
减持
KURA
KURA ONCOLOGY
+$244.0K
56,724
-0%
建仓
VZ
VERIZON COMMUNICATN
+$242.0K
4,785
清仓
LOW
LOWES COMPANIES INC
-$240.0K
0
-100%
建仓
GWW
WW GRAINGER INC
+$230.0K
508
建仓
AXP
AMERICAN EXPRESS CO
+$229.0K
1,656
清仓
CE
CELANESE CORP
-$227.0K
0
-100%
建仓
SCHW
CHARLES SCHWAB CORP
+$223.0K
3,534
减持
INTC
INTEL CORP
-$222.0K
10,987
-11%
建仓
DVN
DEVON ENERGY CORP
+$218.0K
3,958
清仓
EBAY
EBAY INC
-$216.0K
0
-100%
清仓
PLD
PROLOGIS INC.
-$215.0K
0
-100%
增持
TMO
THERMO FISHER SCNTFC
+$213.0K
1,397
+71%
建仓
ET
ENERGY TRANSFER PARTN LP
+$210.0K
21,081
减持
HLT
HILTON WORLDWIDE HLD
-$210.0K
3,355
-10%
清仓
PNC
PNC FINL SERVICES
-$204.0K
0
-100%
减持
CMCSA
COMCAST CORP
-$203.0K
6,467
-29%
建仓
BKLN
INVESCO SENIOR LOAN ETF
+$202.0K
10,000
建仓
CME
CME GROUP INC
+$201.0K
986
增持
TSLA
TESLA INC
-$201.0K
715
+11%
增持
ADP
AUTO DATA PROCESSING
-$200.0K
6,540
+3%
减持
CHTR
CHARTER COMMUNICATN
-$196.0K
672
-14%
增持
LLY
LILLY ELI & CO
+$191.0K
2,177
+17%
增持
ING
ING GROEP ADR REP 1 OR F
-$189.0K
60,429
+7%
减持
—
MEDTRONIC PLC F
-$187.0K
10,748
-3%
增持
—
WALGREENS BOOTS ALLI
+$182.0K
10,187
+160%
减持
WM
WASTE MANAGEMENT INC
-$171.0K
10,712
-1%
增持
FLGT
FULGENT GENETICS INC
-$170.0K
5,197
+15%
减持
TSM
TAIWAN SEMICONDUCTR F
-$166.0K
3,393
-8%
清仓
RSI
RUSH STREET INTERACTIVE,
-$165.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$163.0K
6,947
+11%
增持
MRK
MERCK & CO. INC.
+$156.0K
4,409
+37%
增持
VRTX
VERTEX PHARMACEUTICA
+$154.0K
2,332
+2%
