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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 30
增持 40
减持 50
清仓 30
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$66.8M
52,644
-81%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$41.2M
12,208
-96%
减持
AAPL
APPLE INC
-$24.9M
77,400
-67%
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
TOLZ
PROSHARES TR
+$9.1M
463,869
+59%
减持
AMGN
AMGEN INC
-$9.1M
201,228
-19%
增持
IEFA
ISHARES TR
+$8.3M
978,326
+4%
减持
SCHW
SCHWAB CHARLES CORP
-$6.8M
12,294
-91%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$6.2M
602,820
+1%
清仓
IGF
ISHARES TR
-$5.9M
0
-100%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$5.9M
715,083
+4%
减持
MA
MASTERCARD INCORPORATED
-$5.4M
3,839
-78%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$4.8M
8,017
-71%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.5M
16,324
-44%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$4.3M
267,307
+47%
清仓
—
BARRICK GOLD CORP
-$3.8M
0
-100%
减持
RGLD
ROYAL GOLD INC
-$3.8M
9,726
-79%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.5M
83,732
-38%
减持
ELV
ELEVANCE HEALTH INC
-$3.3M
481
-94%
减持
V
VISA INC
-$3.3M
11,683
-57%
减持
ABBV
ABBVIE INC
-$3.0M
6,560
-76%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$3.0M
16,656
-82%
减持
WM
WASTE MGMT INC DEL
-$2.9M
12,181
-63%
清仓
—
THOMSON REUTERS CORP.
-$2.7M
0
-100%
清仓
PSA
PUBLIC STORAGE
-$2.6M
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$2.5M
0
-100%
减持
WMT
WALMART INC
-$2.5M
16,537
-48%
清仓
NTAP
NETAPP INC
-$2.3M
0
-100%
减持
ORCL
ORACLE CORP
-$2.1M
14,393
-58%
减持
—
CHUBB LIMITED
-$2.0M
891
-92%
减持
SBUX
STARBUCKS CORP
-$1.9M
3,823
-85%
清仓
KKR
KKR & CO INC
-$1.7M
0
-100%
减持
NVO
NOVO-NORDISK A S
-$1.6M
7,822
-71%
增持
FCX
FREEPORT-MCMORAN INC
+$1.5M
279,664
+0%
减持
VBR
VANGUARD INDEX FDS
+$1.5M
74,180
-0%
增持
VBK
VANGUARD INDEX FDS
+$1.5M
39,645
+4%
清仓
NOVT
NOVANTA INC
-$1.4M
0
-100%
增持
TGT
TARGET CORP
+$1.4M
12,988
+242%
增持
GUNR
FLEXSHARES TR
+$1.3M
472,529
+6%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.3M
15,668
-55%
减持
LLY
ELI LILLY & CO
-$1.2M
3,555
-41%
清仓
CME
CME GROUP INC
-$954.8K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$939.8K
8,222
-36%
减持
MU
MICRON TECHNOLOGY INC
-$932.8K
5,537
-73%
减持
HYD
VANECK ETF TRUST
-$900.7K
63,778
-25%
减持
—
EATON CORP PLC
-$895.1K
6,112
-45%
清仓
DG
DOLLAR GEN CORP NEW
-$874.6K
0
-100%
增持
AMZN
AMAZON COM INC
+$869.3K
25,105
+8%
增持
UBER
UBER TECHNOLOGIES INC
+$862.1K
54,027
+1%
减持
TXT
TEXTRON INC
-$850.7K
6,277
-64%
清仓
BKR
BAKER HUGHES COMPANY
-$826.1K
0
-100%
清仓
NVEC
NVE CORP
-$820.1K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$803.6K
4,700
-53%
清仓
CCJ
CAMECO CORP
-$792.8K
0
-100%
减持
IWF
ISHARES TR
+$783.9K
21,113
-0%
减持
PFE
PFIZER INC
-$713.8K
7,069
-74%
清仓
AIG
AMERICAN INTL GROUP INC
-$667.4K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$641.1K
6,913
+8%
清仓
TER
TERADYNE INC
-$535.3K
0
-100%
清仓
PRGS
PROGRESS SOFTWARE CORP
-$525.8K
0
-100%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$513.6K
0
-100%
增持
GOOGL
ALPHABET INC
+$509.7K
17,325
+19%
增持
IVV
ISHARES TR
+$493.3K
7,120
+5%
清仓
USPH
U S PHYSICAL THERAPY
-$458.6K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$452.4K
8,693
+8%
减持
IEMG
ISHARES INC
+$436.9K
421,969
-4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$409.6K
16,221
-41%
减持
IWM
ISHARES TR
+$400.7K
18,258
-1%
减持
ACWX
ISHARES TR
+$384.0K
101,120
-0%
减持
—
EXXON MOBIL CORP
-$380.2K
13,965
-8%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$372.3K
23,740
-3%
增持
—
AVIDITY BIOSCIENCES INC
+$363.7K
134,242
+1%
建仓
SQ
BLOCK INC
+$361.5K
4,674
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$348.4K
5,392
增持
CRM
SALESFORCE INC
+$345.6K
5,089
+4%
增持
—
ACCENTURE PLC IRELAND
+$337.7K
6,610
+2%
清仓
STM
STMICROELECTRONICS N V
-$320.6K
0
-100%
减持
GLW
CORNING INC
-$316.2K
10,496
-50%
增持
KURA
KURA ONCOLOGY INC
+$314.1K
54,946
+5%
清仓
BDX
BECTON DICKINSON & CO
-$302.2K
0
-100%
建仓
RELX
RELX PLC
+$298.4K
7,525
减持
DHR
DANAHER CORPORATION
-$298.1K
13,183
-2%
减持
INTC
INTEL CORP
+$286.5K
19,906
-1%
清仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$284.7K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$279.2K
11,555
-1%
减持
IJH
ISHARES TR
-$278.7K
6,383
-22%
减持
META
META PLATFORMS INC
+$276.1K
5,176
-0%
增持
COST
COSTCO WHSL CORP NEW
+$253.8K
1,765
+9%
建仓
TMUS
T-MOBILE US INC
+$251.2K
1,567
建仓
—
ARISTA NETWORKS INC
+$249.4K
1,059
建仓
LULU
LULULEMON ATHLETICA INC
+$246.4K
482
建仓
KRE
SPDR SER TR
+$245.8K
4,688
建仓
AMP
AMERIPRISE FINL INC
+$242.0K
637
减持
VEA
VANGUARD TAX-MANAGED FDS
-$241.2K
31,079
-21%
建仓
PHM
PULTE GROUP INC
+$238.7K
2,313
增持
AMAT
APPLIED MATLS INC
+$236.1K
6,619
+10%
减持
CVSB
MORGAN STANLEY ETF TRUST
-$235.6K
13,399
-26%
清仓
SPYM
SPDR SER TR
-$234.7K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$233.4K
1,113
减持
AVGO
BROADCOM INC
+$232.0K
853
-2%
增持
QCOM
QUALCOMM INC
+$231.8K
5,691
+7%
建仓
CTAS
CINTAS CORP
+$230.8K
383
建仓
NUBD
NUSHARES ETF TR
+$228.9K
10,282
增持
SPGI
S&P GLOBAL INC
+$226.9K
2,792
+2%
建仓
BNY
BANK NEW YORK MELLON CORP
+$225.6K
4,334
清仓
CI
THE CIGNA GROUP
-$224.3K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$223.8K
2,712
+14%
建仓
—
JAMES HARDIE INDS PLC
+$223.4K
5,777
增持
BAC
BANK AMERICA CORP
+$220.4K
27,304
+7%
建仓
SMFG
SUMITOMO MITSUI FINL GROUP I
+$218.5K
22,574
清仓
ABNB
AIRBNB INC
-$217.1K
0
-100%
建仓
SO
SOUTHERN CO
+$217.0K
3,095
建仓
—
TOTALENERGIES SE
+$214.3K
3,180
清仓
HUM
HUMANA INC
-$213.1K
0
-100%
清仓
—
MEDTRONIC PLC
-$212.8K
0
-100%
减持
HD
HOME DEPOT INC
+$212.5K
5,839
-3%
建仓
C
CITIGROUP INC
+$212.4K
4,130
建仓
NOW
SERVICENOW INC
+$211.2K
299
建仓
SHG
SHINHAN FINANCIAL GROUP CO L
+$210.4K
6,834
清仓
EBAY
EBAY INC.
-$208.6K
0
-100%
建仓
HSBC
HSBC HLDGS PLC
+$208.6K
5,146
清仓
HAL
HALLIBURTON CO
-$208.0K
0
-100%
建仓
OEF
ISHARES TR
+$206.8K
926
建仓
PANW
PALO ALTO NETWORKS INC
+$206.4K
700
增持
ING
ING GROEP N.V.
+$206.3K
67,562
+10%
建仓
PRU
PRUDENTIAL FINL INC
+$206.2K
1,988
增持
ITOT
ISHARES TR
+$206.0K
18,617
+0%
建仓
PCAR
PACCAR INC
+$205.1K
2,100
增持
VB
VANGUARD INDEX FDS
+$205.0K
4,228
+15%
增持
NFLX
NETFLIX INC
+$205.0K
1,306
+14%
建仓
SNPS
SYNOPSYS INC
+$204.9K
398
建仓
SM
SM ENERGY CO
+$204.2K
5,275
建仓
APH
AMPHENOL CORP NEW
+$203.0K
2,048
建仓
ESML
ISHARES TR
+$200.9K
5,284
清仓
HCA
HCA HEALTHCARE INC
-$200.5K
0
-100%
清仓
CRBN
ISHARES TR
-$200.4K
0
-100%
增持
—
BLACKROCK INC
+$197.2K
1,025
+4%
建仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$195.1K
21,415
增持
—
ASML HOLDING N V
+$194.1K
793
+15%
增持
UNP
UNION PAC CORP
+$190.5K
3,592
+6%
增持
KO
COCA COLA CO
+$188.7K
24,688
+9%
增持
ADBE
ADOBE INC
+$185.5K
1,537
+7%
增持
VOO
VANGUARD INDEX FDS
+$181.0K
4,011
+0%
增持
ABT
ABBOTT LABS
+$174.7K
6,423
+17%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$172.5K
2,557
+2%
减持
JNJ
JOHNSON & JOHNSON
-$161.9K
13,310
-8%
增持
SONY
SONY GROUP CORP
+$161.5K
5,951
+22%
增持
SAP
SAP SE
+$161.2K
4,060
+13%
减持
IJR
ISHARES TR
-$158.1K
15,391
-20%
增持
PGR
PROGRESSIVE CORP
+$156.3K
5,730
+6%
减持
CVX
CHEVRON CORP NEW
-$154.0K
4,321
-9%
