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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 41
增持 69
减持 21
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
AMGN
AMGEN INC
+$47.7M
248,652
+218%
增持
NEAR
ISHARES U S ETF TR
+$8.5M
385,490
+81%
增持
IEFA
ISHARES TR
+$8.5M
628,687
+9%
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
XLF
SELECT SECTOR SPDR TR
+$8.4M
272,000
+789%
减持
—
UNITI GROUP INC
-$7.6M
334,990
-75%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$6.0M
104,485
+401%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$5.0M
702,714
+0%
增持
RGLD
ROYAL GOLD INC
+$4.4M
47,063
+396%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$3.9M
478,346
-14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.9M
26,708
+63%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.6M
147,742
+2%
增持
MSFT
MICROSOFT CORP
+$3.5M
235,312
+4%
减持
—
BARRICK GOLD CORP
-$3.4M
524,672
-34%
增持
SPY
SPDR S&P 500 ETF TR
+$3.2M
24,341
+42%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$3.1M
93,794
+463%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.8M
6
增持
FCX
FREEPORT-MCMORAN INC
+$2.2M
208,116
+0%
清仓
—
Atlassian Corp PLC F Class A
-$2.2M
0
-100%
减持
GUNR
FLEXSHARES TR
+$1.7M
368,495
-3%
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
14,409
+122%
建仓
VOO
VANGUARD INDEX FDS
+$1.4M
4,001
建仓
DOW
DOW INC
+$1.4M
27,160
增持
AAPL
APPLE INC
-$1.3M
218,480
+2%
减持
RIO
RIO TINTO PLC
-$1.2M
81,543
-36%
增持
MA
MASTERCARD INCORPORATED
+$1.2M
17,252
+2%
减持
GOOGL
ALPHABET INC
-$1.1M
41,462
-17%
增持
—
EXXON MOBIL CORP
+$1.1M
13,012
+282%
减持
IEMG
ISHARES INC
+$1.1M
330,991
-1%
增持
BAC
BANK AMERICA CORP
+$1.1M
93,597
+40%
增持
JPM
JPMORGAN CHASE & CO
+$1.0M
10,990
+170%
增持
V
VISA INC
+$1.0M
26,809
+5%
增持
IWD
ISHARES TR
+$1.0M
9,975
+184%
增持
ABBV
ABBVIE INC
+$1.0M
26,117
+10%
增持
WMT
WALMART INC
+$1.0M
31,614
+18%
增持
HD
HOME DEPOT INC
+$999.7K
5,590
+101%
增持
DHR
DANAHER CORPORATION
+$999.1K
22,964
+16%
减持
AMZN
AMAZON COM INC
-$973.6K
15,457
-23%
增持
ORCL
ORACLE CORP
+$957.2K
33,377
+15%
增持
CSCO
CISCO SYS INC
+$940.0K
24,056
+367%
增持
PG
PROCTER AND GAMBLE CO
+$906.5K
8,897
+154%
建仓
KMB
KIMBERLY-CLARK CORP
+$864.2K
6,366
增持
—
EATON CORP PLC
+$844.8K
11,155
+64%
减持
SQ
BLOCK INC
-$833.8K
5,319
-75%
增持
SLB
SCHLUMBERGER LTD
+$756.9K
42,479
+1%
建仓
LOW
LOWES COS INC
+$729.6K
3,662
增持
IWF
ISHARES TR
+$722.1K
21,892
+16%
减持
VBR
VANGUARD INDEX FDS
+$721.8K
54,098
-1%
建仓
VOT
VANGUARD INDEX FDS
+$715.8K
3,982
增持
VZ
VERIZON COMMUNICATIONS INC
+$714.2K
23,788
+304%
增持
KO
COCA COLA CO
+$694.4K
47,530
+14%
减持
TSLA
TESLA INC
-$692.6K
2,366
-36%
增持
NVDA
NVIDIA CORPORATION
+$692.3K
26,757
+1%
增持
AA
ALCOA CORP
+$680.0K
57,356
+0%
增持
CAT
CATERPILLAR INC
+$663.9K
4,153
+106%
增持
CVS
CVS HEALTH CORP
+$657.2K
10,787
+196%
建仓
GILD
GILEAD SCIENCES INC
+$600.9K
6,999
建仓
COP
CONOCOPHILLIPS
+$598.6K
5,073
建仓
CAH
CARDINAL HEALTH INC
+$592.5K
7,708
增持
DLTR
DOLLAR TREE INC
+$579.2K
11,045
+53%
建仓
ILMN
ILLUMINA INC
+$553.4K
2,737
增持
NTRS
NORTHERN TR CORP
+$552.5K
23,093
+33%
建仓
ED
CONSOLIDATED EDISON INC
+$549.5K
5,765
建仓
AMAT
APPLIED MATLS INC
+$543.3K
5,579
增持
SNY
SANOFI
+$540.6K
16,160
+154%
增持
MU
MICRON TECHNOLOGY INC
+$531.8K
20,884
+104%
清仓
ONEQ
Fidelity Nasdaq Composite Ind ETF IV
-$518.0K
0
-100%
减持
HEFA
ISHARES TR
-$514.6K
85,533
-9%
增持
GIS
GENERAL MLS INC
+$512.3K
16,116
+47%
减持
ACWX
ISHARES TR
+$511.7K
109,994
-2%
减持
LLY
LILLY ELI & CO
+$509.7K
12,439
-0%
建仓
VOE
VANGUARD INDEX FDS
+$509.2K
3,765
建仓
MNKD
MANNKIND CORP
+$508.3K
96,455
建仓
SRE
SEMPRA
+$496.7K
3,214
增持
MCK
MCKESSON CORP
+$496.0K
4,044
+35%
清仓
COF
Capital One FC
-$494.0K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$491.3K
12,851
+3%
建仓
APD
AIR PRODS & CHEMS INC
+$489.8K
1,589
建仓
ITW
ILLINOIS TOOL WKS INC
+$488.8K
2,219
建仓
NOC
NORTHROP GRUMMAN CORP
+$486.1K
891
减持
ALB
ALBEMARLE CORP
-$485.2K
10,084
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$482.8K
1,424
+162%
建仓
—
KELLOGG CO
+$481.7K
6,762
清仓
KXI
iShares Global Consumer Stap ETF IV
-$477.0K
0
-100%
增持
SPGI
S&P GLOBAL INC
+$465.1K
2,374
+120%
清仓
GLD
SPDR Gold Trust
-$464.0K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$461.6K
11,367
+110%
增持
GOOG
ALPHABET INC
-$460.7K
86,130
+2%
建仓
ACWI
ISHARES TR
+$455.5K
5,366
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$452.3K
27,398
+2%
增持
TJX
TJX COS INC NEW
+$451.8K
8,326
+145%
减持
—
AVIDITY BIOSCIENCES INC
-$451.5K
138,420
-36%
增持
TXN
TEXAS INSTRS INC
+$445.3K
10,751
+25%
建仓
SYK
STRYKER CORPORATION
+$438.1K
1,792
增持
PGR
PROGRESSIVE CORP
+$418.9K
5,018
+151%
清仓
HLT
Hilton Worldwide HLD
-$413.0K
0
-100%
清仓
SHEL
Shell PLC ADR CMN
-$409.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$403.4K
3,501
+124%
清仓
—
Walgreens Boots Alli
-$403.0K
0
-100%
减持
—
CHUBB LIMITED
+$399.4K
10,396
-0%
增持
IJR
ISHARES TR
+$396.9K
11,030
+49%
建仓
EZU
ISHARES INC
+$389.3K
9,862
增持
UNP
UNION PAC CORP
+$389.2K
3,116
+137%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$382.8K
3,793
增持
MRK
MERCK & CO INC
+$377.1K
6,869
+54%
建仓
MAR
MARRIOTT INTL INC NEW
+$361.2K
2,426
减持
TOLZ
PROSHARES TR
+$358.9K
193,791
-4%
清仓
RBLX
Roblox Corp
-$352.0K
0
-100%
建仓
GSK
GSK PLC
+$350.0K
9,959
清仓
OEF
iShares S&P 100 ETF
-$349.0K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$346.7K
3,964
减持
SBUX
STARBUCKS CORP
+$345.7K
25,813
-2%
增持
IVW
ISHARES TR
+$343.1K
10,993
+112%
建仓
CMCSA
COMCAST CORP NEW
+$339.0K
9,694
增持
ABT
ABBOTT LABS
+$335.7K
6,382
+69%
清仓
MUB
iShares National Muni Bond ETF
-$335.0K
0
-100%
增持
IJH
ISHARES TR
+$334.7K
3,889
+41%
清仓
CRBN
iShares MSCI Acwi LW CRBN TGT ETF
-$330.0K
0
-100%
清仓
—
Interpublic GRP Cos
-$328.0K
0
-100%
减持
IGF
ISHARES TR
+$327.3K
136,984
-4%
增持
MCD
MCDONALDS CORP
+$318.1K
4,277
+22%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$315.7K
5,307
+8%
减持
PAYC
PAYCOM SOFTWARE INC
-$314.9K
4,976
-12%
增持
AXP
AMERICAN EXPRESS CO
+$311.5K
12,633
+10%
增持
PEP
PEPSICO INC
+$300.5K
4,636
+41%
建仓
NVS
NOVARTIS AG
+$295.4K
3,256
建仓
—
ASML HOLDING N V
+$293.4K
537
建仓
CTVA
CORTEVA INC
+$288.7K
4,911
建仓
EMR
EMERSON ELEC CO
+$286.3K
2,980
建仓
SAP
SAP SE
+$281.8K
2,731
增持
—
THOMSON REUTERS CORP.
+$280.1K
22,873
+1%
增持
CL
COLGATE PALMOLIVE CO
+$279.6K
28,476
+2%
建仓
DGRO
ISHARES TR
+$279.1K
5,581
清仓
ROP
Roper Technologies Inc
-$270.0K
0
-100%
建仓
KR
KROGER CO
+$266.9K
5,988
清仓
KDP
Keurig DR Pepper Inc
-$266.0K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$263.8K
2,606
增持
T
AT&T INC
+$262.6K
24,478
+100%
建仓
ADI
ANALOG DEVICES INC
+$259.2K
1,580
建仓
EFV
ISHARES TR
+$258.9K
5,644
增持
SCHW
SCHWAB CHARLES CORP
+$258.8K
7,360
+49%
建仓
CI
CIGNA CORP NEW
+$249.8K
754
建仓
WFC
WELLS FARGO CO NEW
+$249.3K
6,037
清仓
MET
Metlife Inc
-$249.0K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$246.5K
718
清仓
PYPL
Paypal Holdings Incorpor
-$245.0K
0
-100%
清仓
EW
Edwards Lifesciences
-$245.0K
0
-100%
增持
ING
ING GROEP N.V.
+$244.7K
60,042
+5%
建仓
SONY
SONY GROUP CORPORATION
+$244.3K
3,203
增持
TGT
TARGET CORP
+$240.7K
3,903
+70%
清仓
NOBL
ProShares S&P 500 DIV Aristocrat ETF
-$240.0K
0
-100%
