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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 25
增持 52
减持 54
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$21.1M
307,827
+87%
增持
AMGN
AMGEN INC
+$12.1M
249,378
+1%
减持
NVDA
NVIDIA CORPORATION
-$9.7M
6,396
-78%
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
LMBS
FIRST TR EXCHANGE-TRADED FD
+$8.6M
181,892
清仓
NEAR
ISHARES U S ETF TR
-$7.2M
0
-100%
清仓
—
TOTALENERGIES SE
-$7.1M
0
-100%
减持
GOOG
ALPHABET INC
-$7.1M
17,838
-77%
减持
—
BARRICK GOLD CORP
-$5.0M
263,863
-50%
增持
AAPL
APPLE INC
-$4.9M
232,713
+1%
增持
MSFT
MICROSOFT CORP
+$4.6M
274,209
+14%
增持
IEFA
ISHARES TR
+$3.8M
940,425
+12%
增持
SCHW
SCHWAB CHARLES CORP
+$3.7M
140,151
+97%
建仓
VUG
VANGUARD INDEX FDS
+$3.5M
12,838
增持
ELV
ELEVANCE HEALTH INC
+$2.8M
8,117
+413%
建仓
PSA
PUBLIC STORAGE
+$2.6M
9,707
建仓
SCHD
SCHWAB STRATEGIC TR
+$2.5M
34,817
减持
GOOGL
ALPHABET INC
-$2.3M
14,599
-58%
减持
DOW
DOW INC
-$2.1M
7,261
-84%
清仓
AA
ALCOA CORP
-$1.9M
0
-100%
减持
BAC
BANK AMERICA CORP
-$1.9M
25,528
-72%
减持
AXP
AMERICAN EXPRESS CO
-$1.8M
2,863
-78%
减持
—
MEDTRONIC PLC
-$1.8M
2,716
-88%
减持
KO
COCA COLA CO
-$1.7M
22,619
-54%
减持
CL
COLGATE PALMOLIVE CO
-$1.6M
8,347
-71%
清仓
DLTR
DOLLAR TREE INC
-$1.5M
0
-100%
减持
CVS
CVS HEALTH CORP
-$1.5M
10,080
-68%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
39,567
+627%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.3M
689,518
+7%
增持
GUNR
FLEXSHARES TR
+$1.2M
446,383
+6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.2M
134,081
+31%
增持
IJH
ISHARES TR
+$1.2M
8,212
+149%
清仓
MO
ALTRIA GROUP INC
-$1.0M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$991.4K
1,242
-60%
建仓
CVSB
MORGAN STANLEY ETF TRUST
+$909.0K
18,176
增持
VONG
VANGUARD SCOTTSDALE FDS
+$886.4K
595,973
+6%
增持
IJR
ISHARES TR
+$871.3K
19,338
+102%
清仓
UMBF
UMB FINL CORP
-$846.9K
0
-100%
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$808.6K
0
-100%
增持
LLY
ELI LILLY & CO
+$731.0K
6,012
+13%
减持
WM
WASTE MGMT INC DEL
-$708.2K
33,044
-0%
减持
—
AVIDITY BIOSCIENCES INC
-$667.1K
133,414
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$656.1K
27,912
+1%
增持
IEMG
ISHARES INC
-$641.7K
439,302
+0%
减持
ACWX
ISHARES TR
-$625.8K
101,620
-7%
增持
TOLZ
PROSHARES TR
+$611.8K
292,214
+14%
减持
IWF
ISHARES TR
-$590.6K
21,117
-6%
减持
SPY
SPDR S&P 500 ETF TR
-$558.5K
24,011
-2%
增持
DG
DOLLAR GEN CORP NEW
-$524.3K
8,267
+0%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$513.6K
12,213
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$480.7K
27,448
+87%
减持
ORCL
ORACLE CORP
-$462.6K
34,206
-0%
清仓
BCE
BCE INC
-$455.9K
0
-100%
增持
IGF
ISHARES TR
-$449.7K
136,669
+1%
增持
ABBV
ABBVIE INC
+$440.4K
26,870
+2%
清仓
TECK
TECK RESOURCES LTD
-$421.0K
0
-100%
减持
NOVT
NOVANTA INC
-$420.1K
10,065
-1%
增持
SLB
SCHLUMBERGER LTD
+$397.9K
42,719
+0%
建仓
VLTO
VERALTO CORP
+$381.9K
4,487
增持
PFE
PFIZER INC
+$381.5K
27,655
+89%
增持
RGLD
ROYAL GOLD INC
-$364.7K
46,953
+1%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$338.4K
24,545
-3%
增持
VBR
VANGUARD INDEX FDS
+$332.2K
74,405
+7%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$330.0K
2,124
清仓
EW
EDWARDS LIFESCIENCES CORP
-$307.7K
0
-100%
清仓
LEG
LEGGETT & PLATT INC
-$300.1K
0
-100%
减持
—
THOMSON REUTERS CORP.
-$298.9K
21,878
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$293.1K
29,393
+0%
减持
TXN
TEXAS INSTRS INC
-$282.4K
10,092
-4%
清仓
DEO
DIAGEO PLC
-$282.3K
0
-100%
清仓
SQ
BLOCK INC
-$282.2K
0
-100%
减持
SBUX
STARBUCKS CORP
-$261.3K
25,169
-3%
增持
FCX
FREEPORT-MCMORAN INC
-$260.0K
279,168
+5%
减持
EFA
ISHARES TR
-$258.5K
69,274
-0%
减持
MRK
MERCK & CO INC
-$252.3K
7,703
-15%
减持
DHR
DANAHER CORPORATION
-$249.5K
13,494
-10%
清仓
AMP
AMERIPRISE FINL INC
-$247.8K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$242.4K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$237.6K
26,782
+97%
建仓
SPYM
SPDR SER TR
+$234.7K
4,669
清仓
—
INTERPUBLIC GROUP COS INC
-$233.1K
0
-100%
增持
HSY
HERSHEY CO
-$233.1K
5,210
+2%
减持
GIS
GENERAL MLS INC
-$232.1K
16,045
-2%
建仓
NGG
NATIONAL GRID PLC
+$230.5K
3,801
建仓
MPC
MARATHON PETE CORP
+$225.8K
1,492
建仓
CI
THE CIGNA GROUP
+$224.3K
784
清仓
CTAS
CINTAS CORP
-$223.7K
0
-100%
建仓
IX
ORIX CORP
+$220.2K
2,346
建仓
SHEL
SHELL PLC
+$219.5K
3,409
建仓
LNG
CHENIERE ENERGY INC
+$218.6K
1,317
建仓
ABNB
AIRBNB INC
+$217.1K
1,582
建仓
HUM
HUMANA INC
+$213.1K
438
建仓
ZTS
ZOETIS INC
+$210.9K
1,212
建仓
PAYX
PAYCHEX INC
+$209.4K
1,816
建仓
HAL
HALLIBURTON CO
+$208.0K
5,137
增持
—
EXXON MOBIL CORP
+$203.1K
15,108
+3%
清仓
ESML
ISHARES TR
-$203.0K
0
-100%
建仓
AFL
AFLAC INC
+$200.7K
2,615
建仓
AZO
AUTOZONE INC
+$200.7K
79
建仓
NMR
NOMURA HLDGS INC
+$195.3K
48,583
清仓
TU
TELUS CORPORATION
-$194.6K
0
-100%
增持
TXT
TEXTRON INC
+$187.1K
17,347
+0%
减持
—
COPA HOLDINGS SA
-$177.2K
2,678
-29%
增持
V
VISA INC
-$172.7K
27,409
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$171.1K
8,063
-8%
增持
—
CHUBB LIMITED
+$170.0K
10,747
+0%
增持
IWM
ISHARES TR
-$161.7K
18,467
+1%
增持
KKR
KKR & CO INC
+$161.5K
26,861
+1%
减持
CRM
SALESFORCE INC
-$156.9K
4,899
-10%
增持
META
META PLATFORMS INC
+$155.8K
5,183
+6%
减持
NVEC
NVE CORP
-$154.3K
9,984
-0%
建仓
PTLO
PORTILLOS INC
+$153.9K
10,000
减持
UBER
UBER TECHNOLOGIES INC
+$150.6K
53,585
-0%
增持
—
EATON CORP PLC
+$149.5K
11,098
+1%
减持
MCD
MCDONALDS CORP
-$147.8K
4,108
-0%
减持
RTX
RTX CORPORATION
-$147.6K
3,739
-12%
增持
CAT
CATERPILLAR INC
+$145.3K
4,452
+2%
减持
IVV
ISHARES TR
-$137.0K
6,770
-1%
增持
TSLA
TESLA INC
+$135.1K
5,008
+17%
减持
VZ
VERIZON COMMUNICATIONS INC
-$133.5K
23,476
-2%
增持
JNJ
JOHNSON & JOHNSON
-$132.6K
14,434
+0%
建仓
—
WW INTL INC
+$128.7K
11,627
减持
KURA
KURA ONCOLOGY INC
-$123.2K
52,196
-8%
增持
CVX
CHEVRON CORP NEW
+$122.1K
4,736
+10%
减持
NFLX
NETFLIX INC
-$121.5K
1,141
-9%
减持
LMT
LOCKHEED MARTIN CORP
-$117.6K
1,373
-7%
减持
PEP
PEPSICO INC
-$113.8K
5,427
-3%
减持
DBAW
DBX ETF TR
-$109.8K
88,623
-3%
增持
CME
CME GROUP INC
+$109.7K
4,769
+5%
减持
GLW
CORNING INC
-$102.9K
20,867
-1%
减持
ABT
ABBOTT LABS
-$101.2K
5,496
-5%
增持
WMT
WALMART INC
+$98.8K
31,635
+0%
减持
SPGI
S&P GLOBAL INC
-$98.6K
2,745
-0%
增持
BKNG
BOOKING HOLDINGS INC
+$98.5K
102
+28%
增持
KMB
KIMBERLY-CLARK CORP
-$96.3K
6,325
+1%
增持
TM
TOYOTA MOTOR CORP
+$94.0K
2,789
+10%
增持
COP
CONOCOPHILLIPS
+$91.8K
4,919
+2%
增持
BKR
BAKER HUGHES COMPANY
+$89.9K
23,388
+0%
增持
INTC
INTEL CORP
+$89.5K
20,077
+8%
减持
QCOM
QUALCOMM INC
-$89.0K
5,324
-7%
减持
ENB
ENBRIDGE INC
-$88.3K
9,000
-14%
减持
SYK
STRYKER CORPORATION
-$87.2K
1,965
-4%
减持
NKE
NIKE INC
-$84.3K
3,744
-7%
减持
ISRG
INTUITIVE SURGICAL INC
-$83.2K
1,537
-1%
减持
VOT
VANGUARD INDEX FDS
-$82.8K
3,434
-6%
减持
CDW
CDW CORP
-$79.9K
1,434
-29%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$77.0K
18,403
+39%
减持
GWW
GRAINGER W W INC
-$75.0K
441
-9%
减持
MU
MICRON TECHNOLOGY INC
+$74.9K
20,658
-2%
减持
HEFA
ISHARES TR
-$74.9K
82,717
-0%
增持
CSCO
CISCO SYS INC
+$73.1K
22,759
+2%
