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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 32
减持 94
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
SGOV
ISHARES TR
-$51.1M
647,381
-44%
增持
MBX
MBX BIOSCIENCES INC
+$32.7M
1,168,176
+1569%
增持
IEFA
ISHARES TR
+$23.0M
1,536,718
+18%
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
VONV
VANGUARD SCOTTSDALE FDS
+$21.0M
1,086,914
+24%
减持
MSFT
MICROSOFT CORP
-$17.3M
93,286
-13%
减持
NVDA
NVIDIA CORPORATION
-$15.8M
659,145
-6%
增持
GUNR
FLEXSHARES TR
+$15.7M
1,067,130
+13%
减持
AAPL
APPLE INC
-$12.6M
201,114
-14%
增持
IEMG
ISHARES INC
+$8.6M
642,173
+19%
减持
AMZN
AMAZON COM INC
-$8.1M
104,868
-19%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$7.5M
610,228
+33%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$7.3M
51,599
+54%
增持
AMGN
AMGEN INC
+$7.2M
174,735
+5%
减持
META
META PLATFORMS INC
-$7.1M
20,019
-29%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$6.8M
863,072
+20%
减持
TSLA
TESLA INC
-$4.9M
28,454
-18%
减持
AVGO
BROADCOM INC
-$4.8M
44,094
-17%
减持
GOOGL
ALPHABET INC
-$4.2M
77,406
-9%
减持
GOOG
ALPHABET INC
-$3.8M
56,880
-11%
增持
VBR
VANGUARD INDEX FDS
+$3.5M
150,977
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.2M
26,430
-16%
减持
V
VISA INC
-$3.2M
21,417
-22%
增持
VBK
VANGUARD INDEX FDS
+$2.9M
97,146
+11%
减持
MA
MASTERCARD INCORPORATED
-$2.9M
7,964
-34%
减持
—
EXXON MOBIL CORP
+$2.8M
58,623
-1%
减持
LLY
ELI LILLY & CO
-$2.8M
11,253
-8%
减持
JPM
JPMORGAN CHASE & CO
-$2.7M
34,941
-13%
减持
QCOM
QUALCOMM INC
-$2.6M
11,054
-53%
清仓
—
ASTRAZENECA PLC
-$2.6M
0
-100%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$2.5M
18,086
-29%
减持
ABT
ABBOTT LABORATORIES
-$2.3M
13,746
-53%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.3M
25,296
-25%
减持
—
ACCENTURE PLC IRELAND
-$2.2M
7,835
-43%
增持
—
ASML HLDG NV
+$2.1M
4,433
+27%
减持
EXPE
EXPEDIA GROUP INC
-$1.9M
3,630
-62%
增持
TOLZ
PROSHARES TR
+$1.8M
206,343
+6%
减持
—
GENPACT LIMITED
-$1.7M
10,454
-77%
减持
BKNG
BOOKING HOLDINGS INC
-$1.7M
371
-39%
减持
ADBE
ADOBE INC
-$1.7M
4,385
-45%
减持
CRM
SALESFORCE INC
-$1.6M
8,317
-31%
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.6M
12,709
-49%
减持
INTU
INTUIT
-$1.6M
2,894
-32%
减持
—
MEDTRONIC PLC
-$1.6M
14,181
-51%
减持
GE
GE AEROSPACE
-$1.5M
11,747
-25%
减持
CAT
CATERPILLAR INC
+$1.5M
12,073
-2%
清仓
AWI
ARMSTRONG WORLD INDS INC NEW
-$1.4M
0
-100%
增持
SHEL
SHELL PLC
+$1.4M
34,471
+41%
减持
JNJ
JOHNSON & JOHNSON
+$1.4M
40,714
-1%
减持
FCX
FREEPORT MCMORAN INC
-$1.4M
182,234
-23%
减持
EPAM
EPAM SYS INC
-$1.3M
1,967
-75%
建仓
—
ASTRAZENECA PLC
+$1.3M
6,644
减持
COF
CAPITAL ONE FINL CORP
-$1.3M
8,977
-26%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.3M
4,903
-22%
减持
ZM
ZOOM COMMUNICATIONS INC
-$1.3M
13,066
-51%
减持
AMAT
APPLIED MATLS INC
+$1.3M
15,370
-1%
减持
ABBV
ABBVIE INC
-$1.2M
20,998
-17%
减持
ORCL
ORACLE CORP
-$1.2M
22,155
-4%
减持
DIS
DISNEY WALT CO
-$1.2M
17,949
-30%
清仓
AYI
ACUITY INC
-$1.1M
0
-100%
增持
GEV
GE VERNOVA INC
+$1.1M
3,658
+14%
减持
CVS
CVS HEALTH CORP
-$1.1M
25,018
-31%
减持
A
AGILENT TECHNOLOGIES INC
-$1.1M
3,882
-65%
减持
RPM
RPM INTL INC
-$1.0M
3,233
-75%
减持
UHS
UNIVERSAL HLTH SVCS INC
-$1.0M
2,240
-66%
减持
BAC
BANK AMERICA CORP
-$1.0M
81,702
-10%
增持
HSBC
HSBC HLDGS PLC
+$993.7K
43,102
+32%
减持
—
CARNIVAL CORP
-$993.4K
29,572
-49%
增持
BA
BOEING CO
+$993.1K
7,058
+272%
减持
ESS
ESSEX PPTY TR INC
-$982.9K
2,676
-57%
减持
ABNB
AIRBNB INC
-$979.9K
12,407
-34%
减持
FOXA
FOX CORP
-$974.6K
4,967
-71%
减持
UNH
UNITEDHEALTH GROUP INC
-$974.5K
8,947
-13%
增持
NVS
NOVARTIS AG
+$961.9K
24,095
+22%
增持
BHP
BHP BILLITON LIMITED
+$942.5K
29,907
+46%
减持
SBAC
SBA COMMUNICATIONS CORP
-$923.0K
1,684
-73%
减持
PANW
PALO ALTO NETWORKS INC
-$916.0K
5,277
-45%
减持
ADSK
AUTODESK INC
-$908.3K
3,742
-39%
清仓
QRVO
QORVO INC
-$907.3K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$904.9K
11,002
-10%
减持
AXP
AMERICAN EXPRESS CO
-$884.0K
6,094
-17%
增持
COST
COSTCO WHOLESALE CORPORATION
+$864.2K
5,583
+2%
减持
MTG
MGIC INVT CORP WIS
-$853.3K
17,279
-61%
减持
APP
APPLOVIN CORP
-$849.0K
2,035
-17%
建仓
CF
CF INDUSTRIES HOLD
+$836.7K
6,444
减持
CVX
CHEVRON CORPORATION
+$828.2K
18,811
-6%
减持
WFC
WELLS FARGO & CO
-$819.0K
37,614
-8%
减持
GD
GENERAL DYNAMICS CORP
-$808.8K
6,336
-29%
增持
GLW
CORNING INC
+$808.6K
16,375
+1%
减持
IJH
ISHARES TR
-$804.7K
13,179
-49%
减持
BYD
BOYD GAMING CORP
-$798.8K
6,734
-58%
减持
AIG
AMERICAN INTL GROUP INC
-$796.7K
8,306
-50%
增持
SNDK
SANDISK CORP
+$794.2K
1,787
+24%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$789.8K
23,865
-0%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$785.2K
2,060
-56%
减持
DOCU
DOCUSIGN INC
-$783.6K
6,272
-60%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$779.2K
4,625
-12%
清仓
TRU
TRANSUNION
-$777.8K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$776.5K
14,086
+1%
增持
BABA
ALIBABA GROUP HLDG LTD
+$759.5K
22,762
+59%
减持
INGR
INGREDION INC
-$756.9K
5,028
-58%
减持
FTNT
FORTINET INC
-$748.5K
5,474
-64%
清仓
TECH
BIO-TECHNE CORP
-$732.2K
0
-100%
清仓
DT
DYNATRACE INC
-$725.2K
0
-100%
清仓
HEI/A
HEICO CORP NEW
-$723.7K
0
-100%
减持
SYF
SYNCHRONY FINANCIAL
-$721.7K
9,498
-42%
减持
M
MACYS INC
-$716.5K
11,326
-73%
减持
PODD
INSULET CORP
-$710.0K
1,955
-50%
减持
DBX
DROPBOX INC
-$706.4K
12,985
-64%
减持
SNOW
SNOWFLAKE INC
-$686.3K
2,067
-55%
减持
ULTA
ULTA BEAUTY INC
-$678.3K
2,545
-23%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$677.8K
98,697
+0%
增持
MCK
MCKESSON CORP
+$676.6K
4,599
+14%
增持
MUFG
MITSUBISHI UFJ FINANCIAL GRO
+$668.2K
139,534
+30%
减持
XYL
XYLEM INC
-$666.3K
2,600
-64%
清仓
—
AXALTA COATING SYS LTD
-$664.4K
0
-100%
清仓
W
WAYFAIR INC
-$659.3K
0
-100%
减持
URI
UNITED RENTALS INC
-$648.7K
1,769
-26%
增持
NOC
NORTHROP GRUMMAN CORP
+$640.3K
1,928
+63%
减持
TAP
MOLSON COORS BEVERAGE CO
-$637.0K
7,481
-64%
增持
IBN
ICICI BANK LIMITED
+$635.7K
54,010
+111%
减持
DGX
QUEST DIAGNOSTICS INC
-$634.7K
2,995
-57%
清仓
—
AVIDITY BIOSCIENCES INC
-$617.6K
0
-100%
减持
CEG
CONSTELLATION ENERGY CORP
-$616.8K
2,458
-33%
减持
SCHW
SCHWAB CHARLES CORP
-$614.1K
32,690
-11%
清仓
REYN
REYNOLDS CONSUMER PRODS INC
-$609.8K
0
-100%
减持
DDOG
DATADOG INC
-$609.3K
4,999
-43%
减持
HOOD
ROBINHOOD MKTS INC
-$608.6K
4,391
-46%
建仓
SRE
SEMPRA
+$602.6K
6,202
减持
UBER
UBER TECHNOLOGIES INC
-$602.0K
51,905
-2%
建仓
SNPS
SYNOPSYS INC
+$595.9K
1,503
清仓
HEI
HEICO CORP NEW
-$587.6K
0
-100%
增持
PDD
PDD HOLDINGS INC
+$581.6K
10,089
+155%
减持
FWONK
LIBERTY MEDIA CORP DEL
-$580.8K
3,495
-61%
清仓
ICUI
ICU MED INC
-$576.0K
0
-100%
建仓
PWR
QUANTA SVCS INC
+$573.7K
1,045
清仓
POST
POST HLDGS INC
-$569.4K
0
-100%
减持
FISV
FISERV INC
-$565.6K
8,999
-43%
减持
ROKU
ROKU INC
-$565.1K
4,021
-54%
清仓
FOX
FOX CORP
-$561.9K
0
-100%
增持
MNKD
MANNKIND CORP
-$561.0K
235,652
+17%
增持
NGG
NATIONAL GRID PLC
+$559.5K
14,572
+67%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$556.4K
32,530
-14%
减持
RL
RALPH LAUREN CORP
-$553.1K
4,122
-26%
减持
SPGI
S&P GLOBAL INC
-$552.3K
4,223
-6%
减持
PAYC
PAYCOM SOFTWARE INC
-$543.0K
1,914
-61%
减持
RHI
ROBERT HALF INC.
-$541.0K
12,285
-61%
减持
CCK
CROWN HLDGS INC
-$538.8K
15,768
-23%
清仓
MAT
MATTEL INC
-$536.7K
0
-100%
清仓
GEN
GEN DIGITAL INC
-$534.2K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$532.1K
0
-100%
