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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 54
增持 81
减持 12
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VONG
VANGUARD SCOTTSDALE FDS
+$6.3M
615,626
+2%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$5.3M
727,598
+2%
增持
IEMG
ISHARES INC
+$5.3M
515,966
+22%
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
NVDA
NVIDIA CORPORATION
+$5.1M
9,448
+37%
增持
GUNR
FLEXSHARES TR
+$4.3M
575,391
+22%
增持
FCX
FREEPORT-MCMORAN INC
+$4.2M
343,463
+23%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.8M
6
清仓
HYD
VANECK ETF TRUST
-$3.3M
0
-100%
增持
AMZN
AMAZON COM INC
+$2.5M
35,029
+40%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$2.4M
216,968
-19%
减持
MSFT
MICROSOFT CORP
+$2.2M
52,251
-1%
增持
META
META PLATFORMS INC
+$1.8M
7,540
+46%
增持
TOLZ
PROSHARES TR
+$1.7M
497,925
+7%
增持
LLY
ELI LILLY & CO
+$1.4M
4,506
+27%
增持
GOOGL
ALPHABET INC
+$1.3M
24,738
+43%
清仓
—
AVIDITY BIOSCIENCES INC
-$1.2M
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$1.2M
41,417
+4%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
15,664
+36%
增持
VBR
VANGUARD INDEX FDS
+$1.1M
75,324
+2%
增持
—
ASML HOLDING N V
+$1.1M
1,721
+117%
增持
AAPL
APPLE INC
-$1.1M
80,704
+4%
减持
IEFA
ISHARES TR
+$1.0M
941,367
-4%
增持
NVO
NOVO-NORDISK A S
+$1.0M
14,349
+83%
增持
—
EXXON MOBIL CORP
+$955.0K
20,227
+45%
增持
AVGO
BROADCOM INC
+$902.1K
1,399
+64%
增持
V
VISA INC
+$881.4K
14,057
+20%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$861.9K
25,227
+6%
增持
AMGN
AMGEN INC
+$790.5K
206,627
+3%
增持
PG
PROCTER AND GAMBLE CO
+$756.7K
13,904
+36%
增持
TM
TOYOTA MOTOR CORP
+$753.7K
5,195
+72%
增持
IWF
ISHARES TR
+$715.5K
21,114
+0%
增持
WMT
WALMART INC
+$714.0K
55,195
+234%
增持
JNJ
JOHNSON & JOHNSON
+$712.6K
17,693
+33%
增持
GOOG
ALPHABET INC
+$712.3K
21,120
+19%
增持
ABBV
ABBVIE INC
+$679.8K
9,316
+42%
增持
MRK
MERCK & CO INC
+$671.6K
12,177
+42%
增持
KURA
KURA ONCOLOGY INC
+$670.4K
68,475
+25%
增持
AMD
ADVANCED MICRO DEVICES INC
+$652.7K
10,716
+23%
增持
MA
MASTERCARD INCORPORATED
+$623.6K
4,695
+22%
建仓
VABS
VIRTUS ETF TR II
+$617.0K
25,740
增持
HD
HOME DEPOT INC
+$604.2K
6,850
+17%
增持
SAP
SAP SE
+$593.3K
6,260
+54%
增持
CRM
SALESFORCE INC
+$558.0K
6,299
+24%
增持
BAC
BANK AMERICA CORP
+$548.7K
38,714
+42%
增持
COST
COSTCO WHSL CORP NEW
+$528.8K
2,312
+31%
增持
KO
COCA COLA CO
+$521.8K
32,309
+31%
增持
ORCL
ORACLE CORP
+$509.8K
16,139
+12%
增持
ESGU
ISHARES TR
+$485.5K
8,931
+73%
增持
TGT
TARGET CORP
+$483.2K
13,165
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$478.5K
7,950
-35%
增持
SHEL
SHELL PLC
+$471.4K
10,817
+180%
增持
DIS
DISNEY WALT CO
+$468.4K
9,408
+24%
建仓
DEO
DIAGEO PLC
+$455.7K
3,064
增持
AMAT
APPLIED MATLS INC
+$452.7K
7,397
+12%
增持
NFLX
NETFLIX INC
+$451.3K
1,790
+37%
增持
NVS
NOVARTIS AG
+$441.0K
10,722
+82%
增持
—
ASTRAZENECA PLC
+$440.7K
11,642
+125%
增持
UNH
UNITEDHEALTH GROUP INC
+$419.4K
3,734
+38%
增持
CAT
CATERPILLAR INC
+$415.4K
4,721
+6%
减持
WM
WASTE MGMT INC DEL
+$412.0K
12,168
-0%
增持
CVX
CHEVRON CORP NEW
+$397.6K
6,606
+53%
减持
—
EATON CORP PLC
+$396.7K
5,976
-2%
增持
GE
GENERAL ELECTRIC CO
+$379.4K
4,447
+41%
增持
MCK
MCKESSON CORP
+$377.0K
4,257
+3%
建仓
BP
BP PLC
+$369.3K
9,800
增持
HSBC
HSBC HLDGS PLC
+$358.1K
14,398
+180%
增持
IVV
ISHARES TR
+$352.3K
7,139
+0%
增持
DHR
DANAHER CORPORATION
+$349.2K
13,611
+3%
增持
—
UNILEVER PLC
+$344.7K
13,115
+103%
增持
—
TOTALENERGIES SE
+$328.9K
7,892
+148%
建仓
SAN
BANCO SANTANDER S.A.
+$324.3K
66,999
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$316.1K
60,186
+73%
建仓
RIO
RIO TINTO PLC
+$309.3K
4,852
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$305.4K
1,667
+33%
建仓
ESGE
ISHARES INC
+$305.2K
9,469
建仓
CI
THE CIGNA GROUP
+$304.0K
837
建仓
ABNB
AIRBNB INC
+$303.2K
1,838
建仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$293.2K
21,106
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$289.9K
84,569
+1%
建仓
HCA
HCA HEALTHCARE INC
+$281.2K
843
建仓
FISV
FISERV INC
+$279.8K
1,751
增持
HMC
HONDA MOTOR LTD
+$274.2K
13,137
+89%
建仓
MFG
MIZUHO FINANCIAL GROUP INC
+$270.6K
67,982
增持
—
LINDE PLC
+$269.5K
2,544
+15%
增持
WFC
WELLS FARGO CO NEW
+$268.6K
12,387
+36%
建仓
KKR
KKR & CO INC
+$265.9K
2,644
建仓
OKE
ONEOK INC NEW
+$264.9K
3,304
增持
QCOM
QUALCOMM INC
+$263.5K
6,418
+13%
增持
SNY
SANOFI
+$263.3K
17,218
+49%
增持
GSK
GSK PLC
+$261.5K
16,657
+36%
建仓
COF
CAPITAL ONE FINL CORP
+$257.7K
1,731
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$256.6K
1,203
建仓
URI
UNITED RENTALS INC
+$255.3K
354
建仓
DHI
D R HORTON INC
+$250.8K
1,524
建仓
AIG
AMERICAN INTL GROUP INC
+$247.3K
3,164
增持
RTX
RTX CORPORATION
+$246.1K
6,701
+38%
建仓
DXCM
DEXCOM INC
+$245.8K
1,772
建仓
LYG
LLOYDS BANKING GROUP PLC
+$243.3K
93,948
建仓
BTI
BRITISH AMERN TOB PLC
+$243.1K
7,970
建仓
—
MEDTRONIC PLC
+$237.9K
2,730
建仓
CEG
CONSTELLATION ENERGY CORP
+$237.7K
1,286
减持
PGR
PROGRESSIVE CORP
+$237.0K
5,559
-3%
增持
ABT
ABBOTT LABS
+$236.6K
8,302
+29%
增持
CSCO
CISCO SYS INC
+$236.3K
26,164
+24%
建仓
HAL
HALLIBURTON CO
+$234.6K
5,952
增持
BHP
BHP GROUP LTD
+$234.4K
10,157
+97%
建仓
HPQ
HP INC
+$233.9K
7,741
建仓
APO
APOLLO GLOBAL MGMT INC
+$232.3K
2,066
建仓
OKTA
OKTA INC
+$231.2K
2,210
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$228.5K
37,981
+68%
建仓
REGN
REGENERON PHARMACEUTICALS
+$226.2K
235
建仓
LEN
LENNAR CORP
+$224.8K
1,307
建仓
USB
US BANCORP DEL
+$223.0K
4,988
清仓
LNG
CHENIERE ENERGY INC
-$222.6K
0
-100%
建仓
MAS
MASCO CORP
+$222.6K
2,822
建仓
CSX
CSX CORP
+$220.3K
5,943
增持
ESGD
ISHARES TR
+$218.1K
7,727
+46%
建仓
ASX
ASE TECHNOLOGY HLDG CO LTD
+$215.4K
19,602
减持
ACWX
ISHARES TR
+$214.2K
100,681
-0%
减持
UBER
UBER TECHNOLOGIES INC
-$213.7K
40,430
-25%
减持
SCHD
SCHWAB STRATEGIC TR
-$212.0K
12,165
-22%
增持
RELX
RELX PLC
+$211.2K
11,772
+56%
建仓
ES
EVERSOURCE ENERGY
+$211.2K
3,533
建仓
HWM
HOWMET AEROSPACE INC
+$210.6K
3,078
建仓
A
AGILENT TECHNOLOGIES INC
+$210.3K
1,445
建仓
VRT
VERTIV HOLDINGS CO
+$210.1K
2,572
建仓
—
TRANE TECHNOLOGIES PLC
+$209.8K
699
建仓
FAST
FASTENAL CO
+$207.2K
2,686
增持
—
LAM RESEARCH CORP
+$205.9K
661
+19%
建仓
WPP
WPP PLC NEW
+$205.9K
4,343
建仓
AEP
AMERICAN ELEC PWR CO INC
+$205.7K
2,389
建仓
—
DISCOVER FINL SVCS
+$205.7K
1,569
建仓
STM
STMICROELECTRONICS N V
+$205.3K
4,747
建仓
ECL
ECOLAB INC
+$205.0K
888
建仓
RSG
REPUBLIC SVCS INC
+$205.0K
1,071
建仓
WDAY
WORKDAY INC
+$204.8K
751
建仓
ALL
ALLSTATE CORP
+$202.8K
1,172
建仓
PH
PARKER-HANNIFIN CORP
+$201.8K
363
建仓
NUE
NUCOR CORP
+$200.9K
1,015
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$200.8K
14,395
增持
SYK
STRYKER CORPORATION
+$200.8K
2,289
+11%
建仓
BCS
BARCLAYS PLC
+$198.3K
20,984
增持
AXP
AMERICAN EXPRESS CO
+$192.1K
3,267
+11%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$191.7K
32,670
+53%
增持
ITOT
ISHARES TR
+$187.6K
18,619
+0%
增持
NMR
NOMURA HLDGS INC
+$187.6K
74,105
+16%
减持
HEFA
ISHARES TR
+$183.1K
79,957
-3%
增持
PEP
PEPSICO INC
+$181.8K
5,657
+19%
减持
VZ
VERIZON COMMUNICATIONS INC
-$181.1K
16,230
-29%
建仓
HLN
HALEON PLC
+$173.2K
20,405
