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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 24
增持 70
减持 40
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$12.0M
759,625
+21%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$9.4M
568,727
+19%
清仓
XLF
SELECT SECTOR SPDR TR
-$9.3M
0
-100%
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
AAPL
APPLE INC
+$9.1M
227,260
+4%
减持
MSFT
MICROSOFT CORP
+$8.5M
225,095
-4%
减持
NEAR
ISHARES U S ETF TR
-$5.0M
281,767
-27%
增持
AMGN
AMGEN INC
-$4.9M
249,976
+1%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$4.7M
629,711
-10%
增持
IEMG
ISHARES INC
+$4.5M
409,247
+24%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
28,584
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.8M
129,942
-12%
增持
FCX
FREEPORT-MCMORAN INC
+$3.0M
267,057
+28%
增持
SCHW
SCHWAB CHARLES CORP
+$3.0M
68,397
+829%
减持
LLY
LILLY ELI & CO
-$2.8M
5,101
-59%
增持
TOLZ
PROSHARES TR
+$2.2M
237,885
+23%
清仓
ALB
ALBEMARLE CORP
-$2.2M
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$2.1M
33,047
+32%
清仓
—
UNITI GROUP INC
-$1.9M
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$1.7M
8,324
增持
JAAA
JANUS DETROIT STR TR
+$1.6M
162,282
+25%
增持
VBR
VANGUARD INDEX FDS
+$1.6M
63,959
+18%
清仓
PAYC
PAYCOM SOFTWARE INC
-$1.5M
0
-100%
增持
GUNR
FLEXSHARES TR
+$1.3M
410,020
+11%
减持
MMM
3M CO
-$1.1M
3,077
-75%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.1M
3,161
+127%
清仓
SYNA
SYNAPTICS INC
-$956.2K
0
-100%
清仓
AG
FIRST MAJESTIC SILVER CORP
-$937.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$917.4K
24,979
+3%
增持
AMZN
AMAZON COM INC
+$896.6K
21,251
+37%
减持
CL
COLGATE PALMOLIVE CO
-$869.7K
18,283
-36%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$840.5K
27,648
+12%
减持
RGLD
ROYAL GOLD INC
+$756.5K
46,731
-1%
建仓
—
LINDE PLC
+$735.8K
2,070
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$712.6K
29,027
+9%
清仓
—
LINDE PLC
-$627.9K
0
-100%
减持
—
MEDTRONIC PLC
-$588.0K
23,040
-27%
建仓
UMBF
UMB FINL CORP
+$535.0K
9,269
增持
META
META PLATFORMS INC
+$530.7K
4,159
+43%
增持
V
VISA INC
+$524.3K
27,030
+1%
减持
BAC
BANK AMERICA CORP
-$516.2K
90,340
-3%
减持
IWF
ISHARES TR
+$514.3K
21,301
-3%
增持
MO
ALTRIA GROUP INC
+$484.9K
23,477
+91%
减持
DBAW
DBX ETF TR
-$459.7K
95,550
-20%
减持
GOOG
ALPHABET INC
+$455.9K
77,867
-10%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$452.6K
25,327
-1%
增持
CRM
SALESFORCE INC
+$449.0K
5,265
+16%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$432.9K
27,451
+0%
减持
JNJ
JOHNSON & JOHNSON
-$422.2K
13,697
-5%
增持
ORCL
ORACLE CORP
+$421.0K
33,892
+2%
建仓
BND
VANGUARD BD INDEX FDS
+$417.5K
5,655
减持
NTRS
NORTHERN TR CORP
-$412.7K
18,504
-20%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$405.0K
102,621
-2%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$397.8K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$395.6K
13,415
+4%
增持
UBER
UBER TECHNOLOGIES INC
+$392.7K
52,959
+2%
清仓
EZU
ISHARES INC
-$389.3K
0
-100%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$378.6K
4,111
增持
MA
MASTERCARD INCORPORATED
+$374.4K
17,538
+2%
增持
TSLA
TESLA INC
+$367.0K
3,174
+34%
增持
AMD
ADVANCED MICRO DEVICES INC
+$334.1K
8,797
+8%
建仓
SCHX
SCHWAB STRATEGIC TR
+$328.3K
6,787
减持
CVS
CVS HEALTH CORP
-$311.4K
9,337
-13%
建仓
FDX
FEDEX CORP
+$282.6K
1,237
增持
DHR
DANAHER CORPORATION
-$279.8K
23,073
+0%
清仓
DGRO
ISHARES TR
-$279.1K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$274.0K
1,304
增持
AXP
AMERICAN EXPRESS CO
+$256.4K
12,870
+2%
建仓
ABBNY
ABB LTD
+$254.9K
7,431
建仓
GE
GENERAL ELECTRIC CO
+$254.6K
2,663
清仓
CI
CIGNA CORP NEW
-$249.8K
0
-100%
增持
—
CHUBB LIMITED
-$241.1K
10,569
+2%
清仓
TELFY
TELEFONICA S A
-$239.8K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$237.7K
33,052
+1%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$236.4K
2,857
减持
GOOGL
ALPHABET INC
-$236.2K
32,989
-20%
建仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$236.0K
14,318
建仓
TMUS
T-MOBILE US INC
+$234.5K
1,619
建仓
BA
BOEING CO
+$233.9K
1,101
建仓
—
INTERPUBLIC GROUP COS INC
+$233.1K
6,259
建仓
—
UNILEVER PLC
+$232.5K
4,478
清仓
DVN
DEVON ENERGY CORP NEW
-$229.7K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$229.3K
21,098
+1%
建仓
—
AON PLC
+$221.6K
703
清仓
TRP
TC ENERGY CORP
-$220.1K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$210.1K
123
建仓
LNG
CHENIERE ENERGY INC
+$206.3K
1,309
建仓
KRE
SPDR SER TR
+$205.6K
4,688
清仓
HAL
HALLIBURTON CO
-$204.4K
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$203.8K
248
清仓
EWU
ISHARES TR
-$203.7K
0
-100%
建仓
SHYL
DBX ETF TR
+$203.1K
4,652
建仓
AMP
AMERIPRISE FINL INC
+$202.9K
662
建仓
HPQ
HP INC
+$202.0K
6,881
增持
HSY
HERSHEY CO
+$201.4K
5,076
+8%
减持
NOVT
NOVANTA INC
+$195.7K
9,816
-2%
减持
IGF
ISHARES TR
+$193.3K
135,695
-1%
增持
RIO
RIO TINTO PLC
-$192.7K
81,824
+0%
减持
TXN
TEXAS INSTRS INC
+$189.5K
10,568
-2%
减持
SLB
SCHLUMBERGER LTD
-$186.4K
42,455
-0%
增持
DIS
DISNEY WALT CO
+$184.7K
6,600
+20%
增持
AMAT
APPLIED MATLS INC
+$176.5K
5,860
+5%
增持
ILMN
ILLUMINA INC
+$171.0K
3,115
+14%
增持
AA
ALCOA CORP
-$166.1K
57,374
+0%
增持
KKR
KKR & CO INC
+$165.8K
26,518
+0%
减持
ABT
ABBOTT LABS
-$163.6K
5,304
-17%
减持
AIG
AMERICAN INTL GROUP INC
-$162.2K
10,375
-4%
增持
AVGO
BROADCOM INC
+$160.9K
765
+30%
减持
COP
CONOCOPHILLIPS
-$159.2K
4,429
-13%
增持
CME
CME GROUP INC
+$155.3K
4,561
+7%
增持
QCOM
QUALCOMM INC
+$154.9K
5,763
+9%
增持
PEP
PEPSICO INC
+$154.0K
5,439
+17%
增持
—
ACCENTURE PLC IRELAND
+$150.8K
6,416
+2%
增持
—
EXXON MOBIL CORP
+$150.1K
14,457
+11%
增持
IVV
ISHARES TR
+$147.5K
5,256
+0%
增持
SYK
STRYKER CORPORATION
+$143.1K
2,036
+14%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$139.3K
2,441
+12%
增持
SBUX
STARBUCKS CORP
+$138.2K
25,919
+0%
减持
WMT
WALMART INC
+$136.0K
31,323
-1%
减持
XLE
SELECT SECTOR SPDR TR
-$126.7K
2,656
-33%
增持
DOW
DOW INC
+$123.2K
27,212
+0%
减持
SNY
SANOFI
-$123.1K
12,120
-25%
增持
PGR
PROGRESSIVE CORP
+$122.4K
5,405
+8%
增持
SAP
SAP SE
+$120.9K
3,182
+17%
减持
IJR
ISHARES TR
-$120.3K
9,551
-13%
增持
TM
TOYOTA MOTOR CORP
+$118.7K
2,346
+50%
增持
SONY
SONY GROUP CORPORATION
+$118.5K
4,003
+25%
增持
—
ASML HOLDING N V
+$118.4K
605
+13%
减持
IJH
ISHARES TR
-$117.1K
3,292
-15%
增持
—
AVADEL PHARMACEUTICALS PLC
+$116.9K
22,642
+79%
减持
—
EATON CORP PLC
+$115.5K
10,892
-2%
减持
NTAP
NETAPP INC
+$113.0K
30,317
-0%
增持
MNKD
MANNKIND CORP
-$110.6K
96,998
+1%
减持
STM
STMICROELECTRONICS N V
+$109.7K
6,481
-3%
增持
GWW
GRAINGER W W INC
+$107.3K
474
+20%
减持
UHS
UNIVERSAL HLTH SVCS INC
-$103.8K
5,066
-5%
减持
TER
TERADYNE INC
+$102.5K
5,156
-0%
减持
INTC
INTEL CORP
+$101.8K
18,648
-3%
增持
ADI
ANALOG DEVICES INC
+$99.8K
1,820
+15%
增持
NKE
NIKE INC
+$98.1K
4,601
+15%
增持
IWM
ISHARES TR
+$97.5K
18,359
+1%
增持
INTU
INTUIT
+$90.0K
861
+14%
增持
NTES
NETEASE INC
+$85.7K
5,155
+1%
减持
CAT
CATERPILLAR INC
-$85.7K
3,973
-4%
减持
NOC
NORTHROP GRUMMAN CORP
-$84.9K
869
-2%
增持
SRE
SEMPRA
+$84.8K
3,847
+20%
减持
MCK
MCKESSON CORP
-$83.5K
4,026
-0%
增持
VB
VANGUARD INDEX FDS
+$82.3K
3,999
+9%
增持
MRK
MERCK & CO INC
+$82.0K
7,934
+16%
增持
CMCSA
COMCAST CORP NEW
+$80.2K
11,057
+14%
增持
MRSH
MARSH & MCLENNAN COS INC
+$79.4K
2,298
+25%
