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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 27
增持 82
减持 27
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
TOLZ
PROSHARES TR
-$14.0M
196,684
-60%
减持
AMGN
AMGEN INC
+$5.4M
205,447
-1%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$4.3M
615,052
-0%
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
+$4.0M
101,578
+975%
增持
AAPL
APPLE INC
+$3.9M
84,102
+4%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$3.8M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$2.3M
8,450
+113%
增持
IEMG
ISHARES INC
+$1.9M
533,778
+3%
增持
MSFT
MICROSOFT CORP
+$1.9M
53,493
+2%
增持
IWD
ISHARES TR
+$1.2M
16,747
+75%
增持
GOOGL
ALPHABET INC
+$1.1M
26,551
+7%
建仓
SUB
ISHARES TR
+$1.1M
10,520
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.1M
84,452
-0%
增持
VONV
VANGUARD SCOTTSDALE FDS
-$1.0M
734,193
+1%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$973.6K
28,389
+13%
增持
GOOG
ALPHABET INC
+$972.5K
22,834
+8%
减持
GUNR
FLEXSHARES TR
-$894.2K
566,445
-2%
减持
FCX
FREEPORT-MCMORAN INC
-$838.6K
315,042
-8%
增持
AMZN
AMAZON COM INC
+$807.6K
36,875
+5%
增持
LLY
ELI LILLY & CO
+$762.5K
4,714
+5%
增持
META
META PLATFORMS INC
+$680.1K
8,610
+14%
清仓
CVSB
MORGAN STANLEY ETF TRUST
-$674.7K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$656.9K
8,989
+14%
增持
WMT
WALMART INC
+$618.3K
58,180
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$586.7K
24,156
+1%
减持
IWF
ISHARES TR
+$555.2K
21,046
-0%
减持
CRM
SALESFORCE INC
-$492.7K
5,462
-13%
增持
VBR
VANGUARD INDEX FDS
-$488.6K
76,510
+2%
增持
MNKD
MANNKIND CORP
+$484.5K
176,998
+82%
增持
AVGO
BROADCOM INC
+$469.0K
1,447
+3%
增持
NVO
NOVO-NORDISK A S
+$449.6K
16,057
+12%
建仓
VGT
VANGUARD WORLD FD
+$446.3K
774
清仓
NGG
NATIONAL GRID PLC
-$433.5K
0
-100%
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$395.1K
5,326
清仓
—
AVADEL PHARMACEUTICALS PLC
-$382.4K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$378.4K
6,602
-4%
建仓
VO
VANGUARD INDEX FDS
+$374.0K
1,545
增持
TGT
TARGET CORP
-$369.1K
13,266
+1%
增持
COST
COSTCO WHSL CORP NEW
+$341.0K
2,394
+4%
增持
EFA
ISHARES TR
+$331.3K
74,857
+8%
建仓
—
AVADEL PHARMACEUTICALS PLC
+$318.3K
22,642
增持
VB
VANGUARD INDEX FDS
+$313.8K
6,324
+36%
减持
AMD
ADVANCED MICRO DEVICES INC
-$306.8K
10,032
-6%
增持
INTC
INTEL CORP
-$295.6K
24,443
+3%
增持
QCOM
QUALCOMM INC
+$289.6K
6,909
+8%
建仓
KLAC
KLA CORP
+$288.6K
350
增持
—
ASTRAZENECA PLC
+$287.8K
13,803
+19%
增持
—
ASML HOLDING N V
+$278.1K
1,905
+11%
增持
AMAT
APPLIED MATLS INC
+$275.1K
7,630
+3%
减持
HD
HOME DEPOT INC
-$273.7K
6,838
-0%
增持
TSLA
TESLA INC
+$273.4K
7,409
+9%
建仓
ROST
ROSS STORES INC
+$272.5K
1,875
增持
VBK
VANGUARD INDEX FDS
-$268.5K
42,097
+2%
建仓
TDG
TRANSDIGM GROUP INC
+$267.0K
209
增持
MCK
MCKESSON CORP
+$265.1K
4,367
+3%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$264.1K
684
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$262.5K
685
建仓
LNG
CHENIERE ENERGY INC
+$261.9K
1,498
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$254.5K
241
减持
V
VISA INC
-$254.0K
13,979
-1%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$252.2K
3,998
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$251.6K
2,941
+9%
减持
ORCL
ORACLE CORP
+$247.8K
16,112
-0%
清仓
DXCM
DEXCOM INC
-$245.8K
0
-100%
建仓
CME
CME GROUP INC
+$234.9K
1,195
建仓
EXC
EXELON CORP
+$234.7K
6,781
清仓
HAL
HALLIBURTON CO
-$234.6K
0
-100%
增持
TJX
TJX COS INC NEW
+$230.7K
10,904
+14%
建仓
XEL
XCEL ENERGY INC
+$228.7K
4,282
建仓
L
LOEWS CORP
+$226.3K
3,028
建仓
CPRT
COPART INC
+$226.0K
4,172
清仓
LULU
LULULEMON ATHLETICA INC
-$225.0K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$224.8K
5,787
清仓
MAS
MASCO CORP
-$222.6K
0
-100%
建仓
KB
KB FINL GROUP INC
+$221.6K
3,914
建仓
GM
GENERAL MTRS CO
+$220.5K
4,745
增持
IEFA
ISHARES TR
+$217.6K
964,838
+2%
减持
CVS
CVS HEALTH CORP
-$217.0K
10,366
-0%
减持
DEO
DIAGEO PLC
-$215.8K
1,903
-38%
建仓
CAG
CONAGRA BRANDS INC
+$212.0K
7,458
建仓
EBAY
EBAY INC.
+$211.9K
3,944
清仓
ES
EVERSOURCE ENERGY
-$211.2K
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$210.3K
0
-100%
清仓
FAST
FASTENAL CO
-$207.2K
0
-100%
清仓
STM
STMICROELECTRONICS N V
-$205.3K
0
-100%
建仓
COR
CENCORA INC
+$205.2K
911
建仓
BDX
BECTON DICKINSON & CO
+$204.3K
874
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$204.1K
7,598
-4%
建仓
NWG
NATWEST GROUP PLC
+$202.9K
25,267
建仓
BX
BLACKSTONE INC
+$201.8K
1,630
增持
JNJ
JOHNSON & JOHNSON
-$201.6K
17,769
+0%
清仓
NUE
NUCOR CORP
-$200.9K
0
-100%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$200.8K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$197.4K
403
+71%
减持
MA
MASTERCARD INCORPORATED
-$196.4K
4,680
-0%
减持
MCD
MCDONALDS CORP
-$191.0K
4,685
-5%
增持
NFLX
NETFLIX INC
+$190.4K
1,893
+6%
增持
PANW
PALO ALTO NETWORKS INC
+$187.2K
1,205
+55%
增持
TXN
TEXAS INSTRS INC
+$186.9K
5,656
+8%
减持
DHR
DANAHER CORPORATION
-$185.6K
12,861
-6%
增持
HSBC
HSBC HLDGS PLC
+$184.8K
17,275
+20%
增持
MU
MICRON TECHNOLOGY INC
+$182.7K
5,747
+18%
增持
ADBE
ADOBE INC
+$178.2K
2,074
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$177.9K
4,548
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$175.3K
1,904
+13%
增持
—
EXXON MOBIL CORP
+$175.2K
21,946
+8%
增持
SHEL
SHELL PLC
+$170.5K
12,409
+15%
增持
DE
DEERE & CO
+$164.2K
1,677
+49%
增持
IVV
ISHARES TR
+$163.1K
7,156
+0%
增持
—
ARISTA NETWORKS INC
+$158.8K
1,480
+19%
增持
BKNG
BOOKING HOLDINGS INC
+$157.5K
146
+26%
增持
SPGI
S&P GLOBAL INC
+$156.8K
2,950
+8%
增持
T
AT&T INC
+$155.6K
28,819
+28%
增持
DIS
DISNEY WALT CO
-$154.2K
10,041
+7%
增持
TM
TOYOTA MOTOR CORP
-$152.9K
5,633
+8%
减持
ITOT
ISHARES TR
-$151.8K
16,795
-10%
减持
IWM
ISHARES TR
-$150.4K
18,172
-0%
增持
INTU
INTUIT
+$149.9K
1,229
+21%
增持
GS
GOLDMAN SACHS GROUP INC
+$143.4K
1,197
+26%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$143.3K
214,889
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$139.7K
6,886
+21%
增持
SAP
SAP SE
+$133.6K
6,715
+7%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$131.8K
7,300
+6418%
增持
WFC
WELLS FARGO CO NEW
+$131.3K
14,300
+15%
增持
ADI
ANALOG DEVICES INC
+$127.8K
2,279
+15%
增持
MRSH
MARSH & MCLENNAN COS INC
+$127.5K
2,740
+25%
增持
ELV
ELEVANCE HEALTH INC
+$125.8K
770
+37%
增持
—
CHUBB LIMITED
+$125.4K
1,596
+47%
增持
PGR
PROGRESSIVE CORP
+$124.6K
6,135
+10%
增持
RTX
RTX CORPORATION
+$121.1K
7,716
+15%
增持
SO
SOUTHERN CO
+$118.4K
4,601
+38%
减持
IJR
ISHARES TR
-$116.1K
13,514
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$113.5K
14,342
+1%
增持
—
EATON CORP PLC
+$112.2K
6,317
+6%
增持
SNY
SANOFI
+$112.1K
19,556
+14%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$111.3K
41,635
+10%
增持
AXP
AMERICAN EXPRESS CO
+$111.3K
3,693
+13%
增持
CL
COLGATE PALMOLIVE CO
+$105.5K
9,658
+5%
减持
GIS
GENERAL MLS INC
-$105.3K
15,683
-0%
增持
—
LAM RESEARCH CORP
+$104.2K
701
+6%
增持
KMB
KIMBERLY-CLARK CORP
+$103.8K
6,516
+6%
增持
WM
WASTE MGMT INC DEL
+$101.7K
12,634
+4%
减持
—
BLACKROCK INC
-$98.0K
746
-9%
增持
PFE
PFIZER INC
+$97.3K
11,698
+41%
增持
MDLZ
MONDELEZ INTL INC
+$96.1K
13,211
+20%
减持
—
JAMES HARDIE INDS PLC
-$95.6K
7,153
-10%
增持
ECL
ECOLAB INC
+$94.6K
1,259
+42%
减持
ABT
ABBOTT LABS
-$94.2K
8,174
-2%
增持
SNPS
SYNOPSYS INC
+$91.3K
505
+38%
增持
QQQ
INVESCO QQQ TR
+$90.1K
2,351
+1%
