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AVAII WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
AVAII WEALTH MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001904431
持仓数
158
前50大市值合计
$245.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 12
增持 54
减持 65
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
DGRW
WISDOMTREE TR
-$10.7M
72,793
-68%
增持
EUSA
ISHARES INC
+$10.2M
114,768
+3891%
减持
FTEC
FIDELITY COVINGTON TRUST
-$4.7M
9,149
-79%
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
META
META PLATFORMS INC
+$3.2M
9,290
+157%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.2M
8,509
+760%
建仓
ILF
ISHARES TR
+$3.2M
112,776
增持
AMZN
AMAZON COM INC
+$3.1M
25,454
+160%
增持
IVV
ISHARES TR
+$2.8M
38,402
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.7M
19,193
+264%
增持
GOOGL
ALPHABET INC
+$2.6M
23,880
+230%
增持
GILD
GILEAD SCIENCES INC
+$2.5M
42,366
+478%
增持
COWZ
PACER FDS TR
+$1.9M
138,489
+18%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.9M
142,163
+20%
清仓
DIVI
FRANKLIN TEMPLETON ETF TR
-$1.4M
0
-100%
建仓
ICOW
PACER FDS TR
+$1.2M
38,655
建仓
FDVV
FIDELITY COVINGTON TRUST
+$1.1M
24,279
清仓
CDL
VICTORY PORTFOLIOS II
-$1.0M
0
-100%
增持
ICSH
ISHARES TR
+$807.8K
79,526
+25%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$736.1K
67,875
+3%
清仓
CMA
COMERICA INC
-$679.2K
0
-100%
清仓
—
BARRICK GOLD CORP
-$624.6K
0
-100%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$574.5K
6,897
-50%
减持
BA
BOEING CO
-$570.0K
2,379
-40%
清仓
NIO
NIO INC
-$557.5K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$549.1K
1,046
-70%
减持
TSLA
TESLA INC
-$544.0K
3,257
-28%
清仓
EWZ
ISHARES INC
-$526.2K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$512.0K
12,956
+1%
增持
USFR
WISDOMTREE TR
+$500.5K
49,238
+25%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$499.5K
7,127
-69%
减持
IEF
ISHARES TR
-$499.4K
2,487
-67%
清仓
LNG
CHENIERE ENERGY INC
-$483.8K
0
-100%
清仓
XMVM
INVESCO EXCHANGE TRADED FD T
-$482.9K
0
-100%
减持
AAPL
APPLE INC
-$479.4K
16,587
-4%
清仓
MARA
MARATHON DIGITAL HOLDINGS IN
-$473.3K
0
-100%
建仓
CLSK
CLEANSPARK INC
+$467.5K
22,041
减持
UBER
UBER TECHNOLOGIES INC
-$406.2K
3,575
-68%
清仓
EFV
ISHARES TR
-$388.5K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$348.4K
4,089
-38%
建仓
CLSM
EXCHANGE LISTED FDS TR
+$340.9K
16,629
减持
OXY
OCCIDENTAL PETE CORP
-$340.4K
4,945
-55%
减持
SHY
ISHARES TR
-$339.5K
7,380
-36%
建仓
EPI
WISDOMTREE TR
+$317.1K
7,280
减持
EWJ
ISHARES INC
-$313.4K
2,975
-64%
清仓
SNAP
SNAP INC
-$312.2K
0
-100%
减持
LQD
ISHARES TR
-$303.4K
3,855
-41%
增持
TLH
ISHARES TR
+$302.4K
46,484
+10%
建仓
NEM
NEWMONT CORP
+$294.7K
8,222
减持
—
PROSHARES TR
-$277.4K
33,912
-28%
清仓
—
EXCHANGE LISTED FDS TR
-$273.5K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$273.2K
10,572
-34%
增持
SPY
SPDR S&P 500 ETF TR
+$264.1K
1,160
+61%
减持
CALF
PACER FDS TR
-$264.0K
19,848
-23%
清仓
RIOT
RIOT PLATFORMS INC
-$258.7K
0
-100%
建仓
CROX
CROCS INC
+$254.7K
1,771
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$245.6K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$235.9K
1,734
建仓
C
CITIGROUP INC
+$235.1K
3,717
建仓
PTH
INVESCO EXCHANGE TRADED FD T
+$212.2K
4,828
建仓
TSCO
TRACTOR SUPPLY CO
+$211.8K
809
清仓
SHEL
SHELL PLC
-$208.3K
0
-100%
清仓
ICF
ISHARES TR
-$204.3K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$197.0K
5,647
+3%
增持
LLY
ELI LILLY & CO
+$192.3K
950
+1%
清仓
—
DIREXION SHS ETF TR
-$189.4K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$157.4K
40,503
-11%
减持
MSFT
MICROSOFT CORP
-$157.1K
2,914
-21%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$133.0K
15,790
+12%
减持
—
EXXON MOBIL CORP
+$127.5K
8,002
-0%
清仓
—
TILRAY BRANDS INC
-$122.8K
0
-100%
增持
DIS
DISNEY WALT CO
+$114.1K
3,136
+5%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$112.1K
22,262
+15%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$104.2K
21,207
+0%
减持
INTC
INTEL CORP
-$101.2K
5,704
-19%
增持
FBCG
FIDELITY COVINGTON TRUST
+$90.6K
14,061
+4%
增持
ADBE
ADOBE INC
-$70.0K
1,046
+4%
增持
CAPE
DOUBLELINE ETF TRUST
+$68.7K
21,850
+7%
增持
BTI
BRITISH AMERN TOB PLC
+$66.7K
12,094
+17%
增持
USMV
ISHARES TR
+$66.1K
11,466
+0%
增持
VTES
VANGUARD WELLINGTON FD
+$64.7K
3,676
+22%
增持
FFLG
FIDELITY COVINGTON TRUST
+$62.6K
13,535
+10%
减持
KMB
KIMBERLY-CLARK CORP
+$61.5K
11,538
-2%
减持
IAU
ISHARES GOLD TR
-$58.5K
14,437
-15%
增持
IAGG
ISHARES TR
+$55.8K
7,818
+16%
减持
UNH
UNITEDHEALTH GROUP INC
-$55.2K
793
-7%
减持
IOO
ISHARES TR
+$52.1K
6,118
-0%
减持
EEMV
ISHARES INC
-$50.1K
9,281
-10%
增持
SOXX
ISHARES TR
+$49.7K
1,551
+197%
减持
DGS
WISDOMTREE TR
-$49.3K
21,032
-6%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$48.5K
20,637
+5%
增持
—
PARAMOUNT GLOBAL
+$46.5K
20,376
+56%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$45.9K
16,434
+6%
增持
TGTX
TG THERAPEUTICS INC
-$45.5K
29,891
+2%
增持
HD
HOME DEPOT INC
+$45.5K
902
+4%
增持
WMT
WALMART INC
+$43.0K
5,755
+199%
增持
EFG
ISHARES TR
+$42.1K
2,393
+12%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$41.4K
13,634
+6%
增持
PG
PROCTER AND GAMBLE CO
+$41.1K
2,109
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$38.1K
3,800
-1%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$36.6K
2,915
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$35.5K
8,372
+4%
减持
T
AT&T INC
-$34.3K
16,418
-15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$33.4K
6,753
+2%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$31.5K
12,601
+36%
增持
BCI
ABRDN ETFS
+$30.8K
27,535
+4%
增持
IJH
ISHARES TR
+$30.6K
5,760
+400%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$29.5K
13,062
-2%
减持
IWO
ISHARES TR
+$28.9K
1,828
-1%
增持
MUB
ISHARES TR
+$28.8K
3,946
+8%
减持
VTEB
VANGUARD MUN BD FDS
-$28.3K
10,707
-4%
减持
MRK
MERCK & CO INC
+$27.8K
2,613
-10%
减持
IQLT
ISHARES TR
+$27.7K
16,765
-1%
增持
BP
BP PLC
+$26.1K
6,017
+6%
增持
SCHO
SCHWAB STRATEGIC TR
+$24.6K
5,125
+12%
减持
SCHC
SCHWAB STRATEGIC TR
-$23.0K
12,537
-7%
减持
ZION
ZIONS BANCORPORATION N A
-$22.7K
9,889
-4%
减持
UNP
UNION PAC CORP
-$22.6K
1,470
-6%
清仓
—
POLESTAR AUTOMOTIVE HLDG UK
-$22.6K
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$22.4K
4,683
-7%
减持
VO
VANGUARD INDEX FDS
+$22.4K
1,352
-0%
减持
—
LAM RESEARCH CORP
+$22.1K
252
-11%
增持
—
HERBALIFE LTD
+$22.0K
33,228
+63%
减持
MO
ALTRIA GROUP INC
+$21.2K
11,232
-3%
减持
SCHH
SCHWAB STRATEGIC TR
-$20.1K
23,643
-2%
减持
MCD
MCDONALDS CORP
-$19.2K
1,276
-0%
减持
BOND
PIMCO ETF TR
-$17.8K
2,233
-7%
减持
ALLY
ALLY FINL INC
+$15.7K
7,090
-9%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$15.1K
13,537
-2%
增持
IGSB
ISHARES TR
+$15.1K
6,339
+5%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$14.4K
6,877
+7%
减持
AMAT
APPLIED MATLS INC
+$13.9K
1,202
-17%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
+$13.6K
5,367
-1%
减持
GLD
SPDR GOLD TR
-$13.1K
1,554
-11%
减持
MUNI
PIMCO ETF TR
-$12.7K
19,196
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.6K
10,764
+1%
减持
DGRO
ISHARES TR
+$11.5K
8,085
-5%
减持
—
AMCOR PLC
-$11.3K
25,908
-3%
减持
KO
COCA COLA CO
+$11.2K
6,102
-1%
减持
SCHP
SCHWAB STRATEGIC TR
-$11.0K
8,116
-2%
减持
KEY
KEYCORP
+$11.0K
11,169
-3%
减持
CVX
CHEVRON CORP NEW
+$9.6K
1,332
-1%
减持
TFC
TRUIST FINL CORP
+$9.4K
6,787
-2%
减持
REGL
PROSHARES TR
+$8.3K
27,694
-6%
减持
FVAL
FIDELITY COVINGTON TRUST
+$6.3K
4,751
-5%
增持
MBB
ISHARES TR
+$5.7K
10,678
+2%
减持
VIGI
VANGUARD WHITEHALL FDS
+$4.6K
6,431
-2%
减持
FTQI
FIRST TR EXCHANGE-TRADED FD
-$3.9K
58,907
-4%
减持
XBI
SPDR SER TR
+$3.9K
3,682
-5%
减持
USHY
ISHARES TR
-$3.2K
12,383
-1%
减持
NVDA
NVIDIA CORPORATION
-$1.8K
1,223
-45%
