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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 62
增持 78
减持 7
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$8.5M
1,007,179
+4%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$5.6M
741,437
+1%
增持
AAPL
APPLE INC
+$5.1M
97,771
+16%
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
VBR
VANGUARD INDEX FDS
+$3.6M
87,495
+14%
增持
IEMG
ISHARES INC
+$3.3M
555,387
+4%
增持
VBK
VANGUARD INDEX FDS
+$3.1M
50,991
+21%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$3.0M
269,000
+25%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
125,514
+24%
增持
GUNR
FLEXSHARES TR
+$2.3M
607,992
+7%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.0M
618,948
+1%
增持
META
META PLATFORMS INC
+$1.9M
10,858
+26%
增持
MSFT
MICROSOFT CORP
+$1.6M
59,389
+11%
增持
AMZN
AMAZON COM INC
+$1.6M
46,807
+27%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.5M
13,153
+189%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
15,745
+10%
减持
TOLZ
PROSHARES TR
-$1.4M
147,781
-25%
增持
TSLA
TESLA INC
+$1.3M
10,730
+45%
增持
WMT
WALMART INC
+$1.1M
63,024
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.1M
88,193
+4%
增持
AVGO
BROADCOM INC
+$1.0M
19,288
+1233%
增持
JPM
JPMORGAN CHASE & CO.
+$677.3K
18,456
+16%
增持
ITOT
ISHARES TR
+$670.6K
21,219
+26%
增持
ORCL
ORACLE CORP
+$668.1K
17,272
+7%
增持
GOOGL
ALPHABET INC
+$654.4K
33,106
+25%
增持
UNH
UNITEDHEALTH GROUP INC
+$649.6K
4,150
+19%
增持
—
EXXON MOBIL CORP
+$629.0K
26,919
+23%
增持
CAT
CATERPILLAR INC
+$591.5K
5,721
+16%
增持
HD
HOME DEPOT INC
+$584.3K
7,252
+6%
增持
MA
MASTERCARD INCORPORATED
+$573.9K
5,344
+14%
增持
V
VISA INC
+$554.2K
15,360
+10%
减持
MCK
MCKESSON CORP
-$548.6K
4,049
-7%
增持
GOOG
ALPHABET INC
+$538.9K
28,274
+24%
增持
LLY
ELI LILLY & CO
+$519.7K
5,404
+15%
增持
LMT
LOCKHEED MARTIN CORP
+$514.8K
2,076
+39%
增持
JNJ
JOHNSON & JOHNSON
+$512.7K
19,189
+8%
增持
SAP
SAP SE
+$498.7K
8,089
+20%
建仓
—
TE CONNECTIVITY PLC
+$491.6K
3,256
增持
—
ACCENTURE PLC IRELAND
+$489.3K
7,051
+7%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$487.3K
4,592
增持
FCX
FREEPORT-MCMORAN INC
+$471.1K
316,148
+0%
增持
PGR
PROGRESSIVE CORP
+$458.4K
6,828
+11%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$454.4K
2,418
+28%
建仓
MAS
MASCO CORP
+$442.3K
5,269
增持
NFLX
NETFLIX INC
+$427.5K
2,404
+27%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$414.8K
7,820
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$414.1K
8,702
+4%
增持
LOW
LOWES COS INC
+$410.1K
4,720
+20%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$407.5K
28,428
+0%
增持
COST
COSTCO WHSL CORP NEW
+$405.7K
2,753
+15%
清仓
—
TE CONNECTIVITY LTD
-$404.7K
0
-100%
建仓
A
AGILENT TECHNOLOGIES INC
+$397.9K
2,680
建仓
HDB
HDFC BANK LTD
+$396.9K
6,344
清仓
DOW
DOW INC
-$396.8K
0
-100%
增持
NVS
NOVARTIS AG
+$395.2K
13,131
+25%
减持
EFA
ISHARES TR
+$393.5K
74,818
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$388.8K
23,590
-2%
建仓
GEV
GE VERNOVA INC
+$383.0K
1,502
增持
TGT
TARGET CORP
+$376.3K
15,015
+13%
增持
DHR
DANAHER CORPORATION
+$375.4K
12,908
+0%
增持
CSCO
CISCO SYS INC
+$374.9K
30,390
+16%
建仓
NGG
NATIONAL GRID PLC
+$373.5K
5,361
增持
ABBV
ABBVIE INC
+$372.2K
10,068
+7%
建仓
PYPL
PAYPAL HLDGS INC
+$367.5K
4,710
增持
GE
GE AEROSPACE
+$365.2K
5,773
+27%
建仓
KHC
KRAFT HEINZ CO
+$357.0K
10,169
建仓
—
ROYAL CARIBBEAN GROUP
+$352.2K
1,986
增持
ISRG
INTUITIVE SURGICAL INC
+$350.2K
2,437
+28%
建仓
—
AVIDITY BIOSCIENCES INC
+$349.0K
7,598
增持
—
UNILEVER PLC
+$338.9K
16,624
+23%
建仓
DT
DYNATRACE INC
+$334.6K
6,258
增持
SNY
SANOFI
+$332.8K
22,239
+14%
增持
IWM
ISHARES TR
+$330.9K
18,189
+0%
建仓
SAM
BOSTON BEER INC
+$328.8K
1,137
增持
GILD
GILEAD SCIENCES INC
+$327.3K
9,365
+40%
增持
SPGI
S&P GLOBAL INC
+$326.1K
3,178
+8%
增持
VTI
VANGUARD INDEX FDS
+$321.9K
3,934
+33%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$321.0K
3,059
建仓
ESS
ESSEX PPTY TR INC
+$315.5K
1,068
建仓
RMD
RESMED INC
+$313.4K
1,284
增持
PG
PROCTER AND GAMBLE CO
+$312.8K
15,170
+8%
建仓
TOL
TOLL BROTHERS INC
+$312.1K
2,020
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$312.0K
8,387
建仓
ADSK
AUTODESK INC
+$310.7K
1,128
建仓
FAST
FASTENAL CO
+$310.4K
4,346
增持
SBUX
STARBUCKS CORP
+$309.0K
6,330
+60%
建仓
CNC
CENTENE CORP DEL
+$307.6K
4,086
建仓
BAX
BAXTER INTL INC
+$307.4K
8,095
建仓
WAB
WABTEC
+$303.7K
1,671
建仓
DASH
DOORDASH INC
+$300.2K
2,103
建仓
CLH
CLEAN HARBORS INC
+$300.0K
1,241
增持
MCD
MCDONALDS CORP
+$296.0K
4,893
+4%
建仓
EIX
EDISON INTL
+$295.7K
3,395
建仓
IT
GARTNER INC
+$291.9K
576
建仓
SYY
SYSCO CORP
+$291.2K
3,731
增持
—
LINDE PLC
+$290.6K
3,058
+15%
建仓
MO
ALTRIA GROUP INC
+$290.0K
5,681
增持
—
MEDTRONIC PLC
+$288.5K
6,573
+71%
减持
INTC
INTEL CORP
-$288.2K
19,984
-18%
清仓
INVH
INVITATION HOMES INC
-$286.4K
0
-100%
增持
IVV
ISHARES TR
+$284.5K
7,282
+2%
增持
HCA
HCA HEALTHCARE INC
+$283.8K
1,514
+47%
建仓
UPS
UNITED PARCEL SERVICE INC
+$281.0K
2,061
建仓
INFY
INFOSYS LTD
+$280.4K
12,592
建仓
—
BUNGE GLOBAL SA
+$280.1K
2,898
增持
—
ASTRAZENECA PLC
+$279.3K
17,402
+26%
建仓
PCTY
PAYLOCITY HLDG CORP
+$278.1K
1,686
增持
PM
PHILIP MORRIS INTL INC
+$277.1K
6,398
+30%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$275.0K
3,943
建仓
SYF
SYNCHRONY FINANCIAL
+$273.4K
5,481
建仓
EW
EDWARDS LIFESCIENCES CORP
+$272.7K
4,133
建仓
DKS
DICKS SPORTING GOODS INC
+$270.5K
1,296
增持
RTX
RTX CORPORATION
+$270.4K
8,625
+12%
建仓
—
GENPACT LIMITED
+$270.1K
6,889
建仓
DOCU
DOCUSIGN INC
+$269.1K
4,334
增持
IWF
ISHARES TR
+$268.8K
21,153
+1%
建仓
PPG
PPG INDS INC
+$267.8K
2,022
建仓
LDOS
LEIDOS HOLDINGS INC
+$266.7K
1,636
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$266.4K
1,341
增持
MDLZ
MONDELEZ INTL INC
+$264.7K
15,328
+16%
增持
NOC
NORTHROP GRUMMAN CORP
+$262.1K
1,269
+36%
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$260.9K
1,084
建仓
DUK
DUKE ENERGY CORP NEW
+$260.2K
2,257
建仓
PNC
PNC FINL SVCS GROUP INC
+$258.1K
1,396
建仓
SWK
STANLEY BLACK & DECKER INC
+$257.0K
2,334
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$254.8K
1,742
减持
ACWX
ISHARES TR
-$254.6K
88,391
-12%
建仓
FFIV
F5 INC
+$254.6K
1,156
减持
KO
COCA COLA CO
+$253.9K
31,596
-0%
增持
SHW
SHERWIN WILLIAMS CO
+$252.8K
1,567
+35%
建仓
PHG
KONINKLIJKE PHILIPS N V
+$252.8K
7,725
增持
UBER
UBER TECHNOLOGIES INC
+$252.0K
43,872
+5%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$252.0K
4,830
增持
CL
COLGATE PALMOLIVE CO
+$251.8K
11,454
+19%
建仓
WYNN
WYNN RESORTS LTD
+$251.2K
2,620
建仓
FCN
FTI CONSULTING INC
+$250.8K
1,102
建仓
—
AXALTA COATING SYS LTD
+$250.5K
6,921
增持
AXP
AMERICAN EXPRESS CO
+$249.8K
4,074
+10%
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$248.9K
2,591
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$247.5K
165
增持
SONY
SONY GROUP CORP
+$247.4K
8,362
+27%
增持
T
AT&T INC
+$247.4K
36,278
+26%
建仓
DBX
DROPBOX INC
+$246.4K
9,690
建仓
SE
SEA LTD
+$244.3K
2,591
增持
CMCSA
COMCAST CORP NEW
+$244.1K
21,982
+28%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$243.2K
11,885
增持
—
EATON CORP PLC
+$242.7K
6,708
+6%
建仓
CW
CURTISS WRIGHT CORP
+$242.2K
737
建仓
ES
EVERSOURCE ENERGY
+$241.0K
3,541
建仓
UAA
UNDER ARMOUR INC
+$240.8K
27,025
建仓
ARGX
ARGENX SE
+$240.7K
444
