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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 51
增持 51
减持 28
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft
+$33.9M
227,155
+208%
增持
VONV
Vanguard Russell 1000 Value ETF
+$14.9M
699,484
+66%
增持
IBM
IBM
+$13.5M
145,110
+448%
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。
清仓
—
ZUORA INC
-$13.2M
0
-100%
建仓
—
Barrick Gold Corp F
+$12.4M
800,842
建仓
—
Uniti Group Inc
+$9.4M
1,359,207
增持
AAPL
Apple
+$7.2M
214,545
+31%
建仓
RIO
Rio Tinto PLC F Sponsored ADR
+$7.1M
128,084
清仓
VOO
VANGUARD S&P 500 ETF
-$5.4M
0
-100%
增持
VONG
Vanguard Russell 1000 Growth ETF
+$4.8M
558,283
+23%
增持
ADP
Automatic Data Processng Inc
+$4.7M
26,932
+312%
增持
AMGN
Amgen Inc.
+$3.7M
78,128
+37%
增持
WM
Waste Management Inc
+$3.5M
32,108
+200%
增持
LLY
Lilly Eli & Co
+$3.3M
12,498
+474%
建仓
ALB
Albemarle Corp
+$2.7M
10,104
增持
ABBV
Abbvie Inc
+$2.6M
23,746
+515%
增持
V
Visa Inc Class A
+$2.3M
25,468
+129%
建仓
—
Thomson Reuters Corp F
+$2.3M
22,697
增持
MA
Mastercard Inc Class A
+$2.3M
16,867
+111%
建仓
—
Atlassian Corp PLC F Class A
+$2.2M
10,493
减持
JAAA
Janus Henderson Aaa Clo ETF
-$2.1M
125,367
-26%
增持
GOOG
Alphabet Inc. Class C
+$2.1M
84,272
+2989%
增持
NVDA
Nvidia Corp
+$2.0M
26,507
+233%
建仓
AA
Alcoa Corp
+$1.9M
57,284
增持
BRK/B
Berkshire Hathaway Inc New CL B
+$1.9M
16,378
+82%
建仓
NTAP
Netapp Inc
+$1.9M
30,088
建仓
PAYC
Paycom Software Inc
+$1.9M
5,634
增持
GUNR
Flexshares Upstream Natural Idx ETF
+$1.8M
380,677
+21%
减持
CRM
Salesforce
-$1.7M
4,193
-70%
增持
—
Medtronic PLC F
+$1.6M
31,865
+196%
增持
TSM
Taiwan Semiconductor MFG Ads LTD Ads 1ads Equals 5ords
+$1.6M
26,960
+695%
增持
IEMG
iShares Core MSCI Emerging ETF
-$1.5M
333,544
+3%
建仓
SLB
Schlumberger LTD F
+$1.5M
42,185
减持
IWR
iShares Russell Mid Cap ETF
-$1.5M
4,972
-82%
增持
CL
Colgate-Palmolive Co
+$1.4M
27,959
+289%
增持
IVV
iShares Core S&P 500 ETF
+$1.4M
5,201
+296%
增持
AXP
American Express
+$1.3M
11,529
+596%
清仓
XLV
SELECT SECTOR HEALTH
-$1.3M
0
-100%
建仓
NOVT
Novanta Inc F
+$1.2M
10,043
增持
WMT
Wal-Mart
+$1.1M
26,755
+40%
增持
FCX
Freeport Mcmoran Inc
+$1.1M
207,521
+34%
建仓
KKR
KKR & Co. Inc. CMN Class A
+$1.1M
26,183
建仓
CCJ
Cameco Corp F
+$1.1M
40,000
清仓
SPG
SIMON PPTY GROUP
-$1.0M
0
-100%
增持
DHR
Danaher Corp
+$1.0M
19,728
+23%
建仓
SYNA
Synaptics Inc
+$1.0M
10,099
建仓
DLTR
Dollar Tree Inc
+$983.0K
7,223
增持
NVO
Novo-Nordisk A S F Sponsored ADR
+$977.0K
12,525
+415%
增持
TXN
Texas Instrs Inc
+$968.0K
8,598
+264%
增持
VONE
Vanguard Russell 1000 ETF
+$929.0K
25,137
+36%
建仓
—
Eaton Corp PLC F
+$906.0K
6,796
增持
MMM
3M
+$893.0K
11,953
+261%
增持
SQ
Square Inc
+$865.0K
21,232
+330%
清仓
EPD
ENTERPRISE PRODS PART LP
-$851.0K
0
-100%
增持
KO
Coca-Cola
+$772.0K
41,570
+68%
清仓
AGG
ISHARES CORE US
-$762.0K
0
-100%
减持
OEF
iShares S&P 100 ETF
-$754.0K
2,148
-66%
减持
PG
Procter & Gamble
-$745.0K
3,499
-58%
增持
IEFA
iShares Core MSCI EAFE ETF
+$733.0K
574,429
+15%
增持
UBER
Uber Technologies Inc
+$702.0K
52,524
+56%
建仓
IJR
iShares Core S&P Small-Cap ETF
+$647.0K
7,420
减持
SPY
SPDR S&P 500 ETF
-$634.0K
17,097
-4%
减持
NOBL
ProShares S&P 500 DIV Aristocrat ETF
-$622.0K
3,000
-70%
增持
TOLZ
ProShares DJ BRKFLD GLBL Infstr ETF
+$619.0K
202,752
+22%
增持
CME
Cme Group Inc
+$610.0K
4,576
+364%
建仓
IJH
iShares Core S&P Mid-Cap ETF
+$606.0K
2,764
清仓
VGK
VANGUARD FTSE EUROPE
-$594.0K
0
-100%
增持
GOOGL
Alphabet Inc. Class A
+$584.0K
50,161
+2494%
清仓
—
GSK PLC ADR F
-$579.0K
0
-100%
清仓
SCHP
SCHWAB US TIPS ETF
-$572.0K
0
-100%
增持
VBR
Vanguard Small Cap Value ETF
+$522.0K
54,876
+12%
建仓
MU
Micron Technology
+$512.0K
10,218
增持
TSLA
Tesla Motors
+$503.0K
3,710
+419%
减持
KXI
iShares Global Consumer Stap ETF IV
-$495.0K
8,900
-47%
减持
EFA
iShares MSCI EAFE ETF
-$490.0K
69,419
-1%
建仓
MRVL
Marvell Technology Inc
+$471.0K
10,979
建仓
NVEC
N V E Corp
+$467.0K
10,000
建仓
MO
Altria Group Inc
+$441.0K
10,912
建仓
UHS
Universal HLTH SVCS Class B
+$432.0K
4,904
清仓
ESML
ISHARES ESG MSCI USA SMALL-CAP ETF
-$431.0K
0
-100%
建仓
PRGS
Progress Software Co
+$426.0K
10,000
建仓
BCE
Bce Inc
+$419.0K
10,000
建仓
SHEL
Shell PLC ADR CMN
+$409.0K
8,214
清仓
BAX
BAXTER INTERNTNL
-$406.0K
0
-100%
清仓
OHI
OMEGA HLTHCARE INVTS
-$405.0K
0
-100%
建仓
TER
Teradyne Incorporate
+$393.0K
5,230
增持
VBK
Vanguard Small Cap Growth ETF
+$383.0K
25,366
+9%
建仓
USPH
U S Physical Therapy
+$380.0K
5,000
减持
META
Facebook Inc Class A
-$372.0K
3,826
-31%
增持
AMZN
Amazon.Com Inc
+$361.0K
20,103
+12%
增持
HYD
Vaneck Vectors High-Yield Municipal
+$357.0K
85,460
+18%
减持
IWF
iShares Russell 1000 Growth ETF
-$353.0K
18,858
-5%
建仓
RBLX
Roblox Corp
+$352.0K
9,835
增持
IGF
iShares Global Infrastructure ETF
+$351.0K
142,286
+19%
建仓
TGT
Target Corp
+$341.0K
2,297
建仓
LEG
Leggett & Platt Inc
+$339.0K
10,206
建仓
TECK
Teck Resources LTD F Class B
+$304.0K
10,000
建仓
—
ExxonMobil
+$297.0K
3,404
减持
HEFA
iShares Currency Hedg MSCI EAFE ETF
-$291.0K
94,465
-4%
清仓
IYG
ISHARES US FINANCIAL SER
-$286.0K
0
-100%
增持
NEAR
BlackRock Short Maturity Bond ETF
+$284.0K
212,545
+3%
清仓
FLGT
FULGENT GENETICS INC
-$283.0K
0
-100%
增持
GLW
Corning Inc
+$268.0K
20,988
+94%
减持
KURA
Kura Oncology
-$265.0K
56,635
-0%
减持
GLD
SPDR Gold Trust
-$262.0K
3,000
-30%
清仓
CMCSA
COMCAST CORP
-$253.0K
0
-100%
清仓
—
ASTRAZENECA PLC IAM CO F
-$250.0K
0
-100%
建仓
IBN
Icici Bank LTD
+$250.0K
11,919
建仓
PYPL
Paypal Holdings Incorpor
+$245.0K
2,849
减持
MGK
Vanguard Mega Cap Growth ETF
-$245.0K
1,325
-50%
减持
—
Chubb LTD F
-$241.0K
10,412
-4%
增持
ORCL
Oracle Corp
-$236.0K
28,992
+1%
建仓
PGR
Progressive Co Ohio
+$232.0K
1,996
建仓
INVH
Invitation Homes Inc. CMN
+$225.0K
6,650
建仓
CVX
Chevron Corp.
+$225.0K
1,563
建仓
ISRG
Intuitive Surgical Inc
+$221.0K
1,177
建仓
NFLX
Netflix Inc
+$220.0K
934
增持
SBUX
Starbucks Corp
+$219.0K
26,288
+1%
建仓
STM
Stmicroelectronics NV F Sponsored ADR
+$218.0K
7,057
建仓
CDNS
Cadence Design SYS
+$215.0K
1,314
清仓
—
ASML HOLDING N V F
-$215.0K
0
-100%
建仓
ES
Eversource Energy
+$212.0K
2,719
建仓
TJX
TJX Companies Inc
+$211.0K
3,401
建仓
LMT
Lockheed Martin Corp
+$210.0K
544
清仓
ET
ENERGY TRANSFER PARTN LP
-$210.0K
0
-100%
建仓
FANG
Diamondback Energy
+$206.0K
1,711
减持
SNY
Sanofi S A F Sponsored ADR
-$206.0K
6,355
-29%
建仓
HUM
Humana Inc
+$203.0K
418
清仓
BKLN
INVESCO SENIOR LOAN ETF
-$202.0K
0
-100%
减持
NTRS
Northern Trust Corp
-$201.0K
17,427
-1%
建仓
TRP
TC Energy Corp F
+$201.0K
5,000
减持
BMY
Bristol-Myers Squibb
-$200.0K
20,850
-5%
建仓
TU
Telus Corp F
+$199.0K
10,000
减持
ESGE
iShares Esg MSCI Em ETF
-$188.0K
7,591
-38%
减持
BKR
Baker Hughes A GE Co
-$185.0K
22,656
-1%
减持
JNJ
Johnson & Johnson
-$175.0K
6,479
-7%
减持
RGLD
Royal Gold Inc
-$174.0K
9,494
-5%
增持
UNH
UnitedHealth Group
+$165.0K
2,156
+20%
减持
CSCO
Cisco Systems
-$164.0K
5,150
-41%
增持
HD
Home Depot
+$147.0K
2,775
+23%
增持
NEE
Nextera Energy Inc
+$135.0K
5,492
+43%
增持
SCHW
Charles Schwab Corp
+$131.0K
4,927
+39%
建仓
—
MYMD Pharmaceuticals Inc
+$131.0K
50,000
减持
ADBE
Adobe Inc
-$123.0K
769
-16%
建仓
HLN
Haleon PLC ADR CMN
+$122.0K
20,000
减持
COF
Capital One FC
-$117.0K
5,364
-9%
增持
TELFY
Telefonica SA F Sponsored ADR
-$115.0K
64,157
+2%
减持
ING
I N G Groep N V F Sponsored ADR
-$113.0K
57,162
-5%
清仓
ASX
ASE TECHNOLOGY HOLDING F
-$108.0K
0
-100%
减持
IWD
iShares Russell 1000 Value ETF
-$107.0K
3,511
-13%
