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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 19
增持 78
减持 36
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$17.0M
240,623
+7%
减持
JAAA
JANUS DETROIT STR TR
-$7.8M
5,070
-97%
增持
AAPL
APPLE INC
+$7.2M
230,456
+1%
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。
建仓
—
TOTALENERGIES SE
+$7.1M
122,793
减持
NEAR
ISHARES U S ETF TR
-$6.7M
145,519
-48%
增持
IEFA
ISHARES TR
+$5.9M
839,785
+11%
清仓
RIO
RIO TINTO PLC
-$5.6M
0
-100%
减持
AMGN
AMGEN INC
-$5.5M
247,594
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.0M
164,941
+27%
增持
NVDA
NVIDIA CORPORATION
+$4.5M
29,502
+3%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$4.1M
563,906
-1%
清仓
—
THOMSON REUTERS CORP.
-$3.0M
0
-100%
建仓
—
THOMSON REUTERS CORP.
+$3.0M
22,047
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$3.0M
0
-100%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$2.6M
645,078
+2%
减持
DHR
DANAHER CORPORATION
-$2.2M
14,989
-35%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.9M
4,311
-83%
清仓
NTRS
NORTHERN TR CORP
-$1.6M
0
-100%
增持
IEMG
ISHARES INC
+$1.6M
437,169
+7%
增持
CVS
CVS HEALTH CORP
+$1.5M
31,857
+241%
建仓
DG
DOLLAR GEN CORP NEW
+$1.4M
8,240
增持
VBR
VANGUARD INDEX FDS
+$1.4M
69,738
+9%
减持
GOOG
ALPHABET INC
+$1.3M
77,744
-0%
减持
VTI
VANGUARD INDEX FDS
-$1.0M
2,965
-64%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
29,335
+1%
增持
IWF
ISHARES TR
+$1.0M
22,558
+6%
增持
DOW
DOW INC
+$969.6K
46,215
+70%
增持
ORCL
ORACLE CORP
+$936.5K
34,308
+1%
增持
VBK
VANGUARD INDEX FDS
+$934.7K
35,198
+7%
增持
IVV
ISHARES TR
+$883.7K
6,830
+30%
增持
CL
COLGATE PALMOLIVE CO
+$831.3K
28,625
+57%
增持
AMZN
AMAZON COM INC
+$804.7K
23,011
+8%
增持
LLY
LILLY ELI & CO
+$746.5K
5,327
+4%
增持
GOOGL
ALPHABET INC
+$739.9K
34,769
+5%
清仓
ILMN
ILLUMINA INC
-$724.4K
0
-100%
减持
RGLD
ROYAL GOLD INC
-$704.2K
46,674
-0%
减持
ABBV
ABBVIE INC
-$686.2K
26,459
-1%
增持
TOLZ
PROSHARES TR
+$676.9K
255,717
+7%
增持
UBER
UBER TECHNOLOGIES INC
+$634.9K
53,596
+1%
增持
MA
MASTERCARD INCORPORATED
+$611.1K
17,759
+1%
减持
—
AVIDITY BIOSCIENCES INC
-$606.4K
136,908
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$596.5K
24,415
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$560.4K
102,459
-0%
增持
GUNR
FLEXSHARES TR
-$536.0K
419,359
+2%
增持
META
META PLATFORMS INC
+$518.7K
4,879
+17%
减持
AA
ALCOA CORP
-$505.4K
57,071
-1%
增持
TSLA
TESLA INC
+$459.5K
4,271
+35%
清仓
NTES
NETEASE INC
-$455.9K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$445.3K
71,064
+4%
减持
CCJ
CAMECO CORP
-$420.2K
20,000
-50%
清仓
BND
VANGUARD BD INDEX FDS
-$417.5K
0
-100%
增持
NTAP
NETAPP INC
+$390.4K
30,447
+0%
增持
V
VISA INC
+$382.8K
27,274
+1%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$378.6K
0
-100%
增持
ESGU
ISHARES TR
+$366.9K
7,392
+89%
清仓
WTRG
ESSENTIAL UTILS INC
-$366.1K
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$361.7K
1,052
建仓
VYM
VANGUARD WHITEHALL FDS
+$358.0K
3,375
增持
WM
WASTE MGMT INC DEL
+$352.3K
33,130
+0%
增持
—
EATON CORP PLC
+$351.3K
11,027
+1%
增持
WMT
WALMART INC
+$342.0K
31,560
+1%
增持
MCK
MCKESSON CORP
+$328.8K
4,124
+2%
增持
UMBF
UMB FINL CORP
+$311.9K
13,907
+50%
增持
NOVT
NOVANTA INC
+$302.2K
10,124
+3%
建仓
SHW
SHERWIN WILLIAMS CO
+$289.2K
1,089
建仓
INVH
INVITATION HOMES INC
+$269.0K
7,820
清仓
HLN
HALEON PLC
-$261.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$257.6K
14,383
+5%
减持
FCX
FREEPORT-MCMORAN INC
-$255.1K
266,754
-0%
清仓
ABBNY
ABB LTD
-$254.9K
0
-100%
建仓
BDX
BECTON DICKINSON & CO
+$249.5K
945
增持
AVGO
BROADCOM INC
+$244.8K
848
+11%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$240.3K
4,442
增持
JPM
JPMORGAN CHASE & CO
+$239.9K
11,413
+5%
增持
SPGI
S&P GLOBAL INC
+$234.9K
2,748
+9%
清仓
TMUS
T-MOBILE US INC
-$234.5K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$225.5K
5,277
+40%
建仓
CTAS
CINTAS CORP
+$223.7K
450
增持
NFLX
NETFLIX INC
+$222.1K
1,254
+31%
建仓
EBAY
EBAY INC.
+$219.2K
4,904
建仓
USSG
DBX ETF TR
+$216.1K
5,315
建仓
BKNG
BOOKING HOLDINGS INC
+$216.0K
80
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$211.9K
1,874
建仓
TRGP
TARGA RES CORP
+$210.3K
2,764
建仓
CRBN
ISHARES TR
+$208.6K
1,334
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$207.2K
1,416
+12%
建仓
HMC
HONDA MOTOR LTD
+$206.3K
6,807
清仓
LNG
CHENIERE ENERGY INC
-$206.3K
0
-100%
清仓
KRE
SPDR SER TR
-$205.6K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$203.8K
0
-100%
建仓
ESML
ISHARES TR
+$203.0K
5,715
清仓
HPQ
HP INC
-$202.0K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$201.9K
3,105
-2%
增持
MRK
MERCK & CO INC
+$201.2K
9,059
+14%
建仓
BHP
BHP GROUP LTD
+$201.2K
3,372
清仓
NUBD
NUSHARES ETF TR
-$200.7K
0
-100%
增持
CAH
CARDINAL HEALTH INC
+$187.3K
8,354
+5%
增持
—
MEDTRONIC PLC
+$185.1K
23,185
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$179.9K
1,557
+13%
增持
—
COPA HOLDINGS SA
+$173.0K
3,761
+43%
增持
WFC
WELLS FARGO CO NEW
+$170.9K
8,986
+58%
减持
T
AT&T INC
-$167.0K
17,514
-24%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$164.7K
5,125
+1%
减持
GIS
GENERAL MLS INC
-$161.8K
16,412
-1%
增持
CAT
CATERPILLAR INC
+$160.9K
4,349
+9%
减持
TGT
TARGET CORP
-$154.8K
3,307
-7%
减持
IWM
ISHARES TR
+$150.3K
18,292
-0%
减持
—
ACCENTURE PLC IRELAND
+$142.7K
6,405
-0%
减持
SBUX
STARBUCKS CORP
-$140.4K
25,828
-0%
增持
HD
HOME DEPOT INC
+$140.3K
6,018
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$137.9K
8,780
-0%
增持
AXP
AMERICAN EXPRESS CO
+$135.2K
12,963
+1%
增持
COST
COSTCO WHSL CORP NEW
+$132.3K
1,572
+9%
减持
DBAW
DBX ETF TR
-$128.7K
91,066
-5%
增持
MCO
MOODYS CORP
+$128.0K
1,036
+36%
减持
AMAT
APPLIED MATLS INC
+$126.4K
5,854
-0%
增持
NVS
NOVARTIS AG
+$125.5K
4,446
+27%
减持
DIS
DISNEY WALT CO
-$123.8K
6,016
-9%
减持
NKE
NIKE INC
-$122.0K
4,007
-13%
增持
AIG
AMERICAN INTL GROUP INC
+$115.6K
11,089
+7%
增持
SCHX
SCHWAB STRATEGIC TR
+$113.3K
8,432
+24%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$112.5K
30,842
+72%
减持
IGF
ISHARES TR
-$106.6K
135,593
-0%
增持
LOW
LOWES COS INC
+$105.6K
3,652
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$104.0K
2,481
+2%
增持
MCD
MCDONALDS CORP
+$102.4K
4,122
+2%
增持
KKR
KKR & CO INC
+$100.4K
26,663
+1%
增持
CMCSA
COMCAST CORP NEW
+$98.8K
12,465
+13%
增持
CRM
SALESFORCE INC
+$98.5K
5,445
+3%
增持
ABT
ABBOTT LABS
+$96.4K
5,811
+10%
减持
KURA
KURA ONCOLOGY INC
-$93.6K
56,635
-0%
减持
ING
ING GROEP N.V.
+$90.4K
60,022
-1%
减持
KO
COCA COLA CO
-$89.7K
49,369
-0%
增持
PG
PROCTER AND GAMBLE CO
+$88.6K
9,923
+4%
增持
MRSH
MARSH & MCLENNAN COS INC
+$87.3K
2,499
+9%
增持
—
LINDE PLC
+$83.6K
2,150
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$80.4K
2,529
+5%
减持
SRE
SEMPRA
-$79.5K
3,448
-10%
减持
TXN
TEXAS INSTRS INC
-$78.6K
10,483
-1%
增持
TJX
TJX COS INC NEW
+$78.1K
8,790
+3%
减持
PENN
PENN ENTERTAINMENT INC
-$77.5K
12,155
-2%
增持
TM
TOYOTA MOTOR CORP
+$74.9K
2,534
+8%
增持
MDLZ
MONDELEZ INTL INC
+$74.4K
11,920
+5%
增持
INTU
INTUIT
+$73.4K
998
+16%
增持
—
LAM RESEARCH CORP
+$73.2K
513
+6%
增持
MAR
MARRIOTT INTL INC NEW
+$73.1K
2,636
+6%
增持
EW
EDWARDS LIFESCIENCES CORP
+$71.3K
3,262
+14%
减持
SQ
BLOCK INC
-$70.6K
4,239
-18%
增持
BKR
BAKER HUGHES COMPANY
+$70.3K
23,288
+1%
增持
—
ASTRAZENECA PLC
+$65.8K
4,607
+21%
