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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 143 项
建仓 16
增持 51
减持 66
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SOXX
ISHARES TR
+$5.1M
21,914
+1313%
清仓
GILD
GILEAD SCIENCES INC
-$3.1M
0
-100%
建仓
MRNA
MODERNA INC
+$2.7M
22,336
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。
减持
DGRW
WISDOMTREE TR
-$2.3M
41,343
-43%
增持
IVV
ISHARES TR
+$1.7M
40,049
+4%
增持
GOOGL
ALPHABET INC
+$1.7M
28,957
+21%
增持
AMZN
AMAZON COM INC
+$1.3M
30,497
+20%
减持
FTEC
FIDELITY COVINGTON TRUST
-$1.2M
1,392
-85%
增持
META
META PLATFORMS INC
+$1.1M
11,201
+21%
增持
AAPL
APPLE INC
+$859.4K
17,585
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$664.7K
10,430
+23%
增持
AMD
ADVANCED MICRO DEVICES INC
+$643.5K
25,323
+32%
减持
EUSA
ISHARES INC
-$595.1K
111,588
-3%
增持
ILF
ISHARES TR
+$578.2K
152,890
+36%
建仓
DPST
DIREXION SHS ETF TR
+$546.3K
7,779
增持
NVDA
NVIDIA CORPORATION
+$516.5K
13,126
+973%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$486.6K
32,760
-19%
减持
REGL
PROSHARES TR
-$478.7K
23,053
-17%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$458.9K
151,418
+7%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$424.5K
10,221
建仓
BABA
ALIBABA GROUP HLDG LTD
+$395.6K
5,494
减持
USFR
WISDOMTREE TR
-$383.7K
41,591
-16%
建仓
SHOP
SHOPIFY INC
+$358.5K
5,427
清仓
—
PROSHARES TR
-$355.4K
0
-100%
清仓
CLSM
EXCHANGE LISTED FDS TR
-$340.9K
0
-100%
建仓
WINN
HARBOR ETF TRUST
+$321.5K
12,714
清仓
OXY
OCCIDENTAL PETE CORP
-$321.4K
0
-100%
清仓
EPI
WISDOMTREE TR
-$317.1K
0
-100%
清仓
ALLY
ALLY FINL INC
-$287.8K
0
-100%
减持
ICOW
PACER FDS TR
-$286.6K
31,240
-19%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$273.3K
0
-100%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$269.7K
5,612
建仓
UITB
VICTORY PORTFOLIOS II
+$255.7K
5,557
建仓
—
IRIS ENERGY LTD
+$251.2K
22,254
建仓
KWEB
KRANESHARES TRUST
+$248.4K
9,194
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$244.3K
12,355
建仓
GOOG
ALPHABET INC
+$240.5K
1,311
减持
FTQI
FIRST TR EXCHANGE-TRADED FD
-$232.9K
47,850
-19%
建仓
SCHR
SCHWAB STRATEGIC TR
+$224.9K
4,612
建仓
XLK
SELECT SECTOR SPDR TR
+$214.2K
947
清仓
EWJ
ISHARES INC
-$212.3K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$210.1K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$207.1K
414
清仓
BOND
PIMCO ETF TR
-$205.2K
0
-100%
建仓
SNAP
SNAP INC
+$192.2K
11,572
增持
TLH
ISHARES TR
+$190.7K
49,395
+6%
减持
HYFI
AB ACTIVE ETFS INC
-$184.2K
22,370
-18%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$170.6K
4,863
-29%
减持
FDVV
FIDELITY COVINGTON TRUST
-$170.2K
19,878
-18%
增持
MSFT
MICROSOFT CORP
+$163.0K
3,107
+7%
减持
QQQ
INVESCO QQQ TR
+$149.4K
12,318
-5%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
-$147.2K
68,893
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$138.1K
3,375
-17%
减持
DIS
DISNEY WALT CO
-$134.7K
2,508
-20%
减持
DGS
WISDOMTREE TR
-$122.3K
18,417
-12%
减持
SHY
ISHARES TR
-$119.6K
5,927
-20%
减持
LLY
ELI LILLY & CO
+$113.4K
941
-1%
减持
CALF
PACER FDS TR
-$113.0K
19,805
-0%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$109.1K
14,650
-11%
增持
TSLA
TESLA INC
+$99.3K
3,395
+4%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$95.4K
26,022
+17%
增持
ICSH
ISHARES TR
+$95.2K
81,457
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$93.5K
1,119
+7%
减持
KMB
KIMBERLY-CLARK CORP
+$85.0K
11,414
-1%
增持
TGTX
TG THERAPEUTICS INC
+$83.2K
30,233
+1%
减持
IWO
ISHARES TR
-$80.2K
1,580
-14%
减持
MUNI
PIMCO ETF TR
-$77.7K
17,854
-7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$77.2K
1,802
+4%
增持
ADBE
ADOBE INC
+$66.9K
1,071
+2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$65.1K
12,252
-9%
增持
FBCG
FIDELITY COVINGTON TRUST
+$56.7K
14,082
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$54.8K
4,541
+27%
增持
—
EXXON MOBIL CORP
+$53.7K
8,546
+7%
减持
BCI
ABRDN ETFS
-$51.2K
24,260
-12%
增持
C
CITIGROUP INC
+$49.8K
4,490
+21%
减持
NEM
NEWMONT CORP
+$49.1K
8,212
-0%
增持
FFLG
FIDELITY COVINGTON TRUST
+$45.9K
14,453
+7%
减持
MO
ALTRIA GROUP INC
-$45.7K
9,753
-13%
减持
WMT
WALMART INC
+$41.7K
5,730
-0%
减持
XBI
SPDR SER TR
-$36.3K
3,377
-8%
增持
CAPE
DOUBLELINE ETF TRUST
+$36.1K
23,373
+7%
减持
MCD
MCDONALDS CORP
-$35.1K
1,274
-0%
增持
IAU
ISHARES GOLD TR
+$33.3K
14,565
+1%
减持
MRK
MERCK & CO INC
-$31.8K
2,529
-3%
减持
BA
BOEING CO
-$31.6K
2,349
-1%
减持
UNP
UNION PAC CORP
-$31.4K
1,459
-1%
减持
ZION
ZIONS BANCORPORATION N A
-$30.7K
9,188
-7%
减持
KEY
KEYCORP
-$30.5K
10,282
-8%
减持
EEMV
ISHARES INC
-$29.9K
8,658
-7%
增持
—
HERBALIFE LTD
+$28.8K
34,917
+5%
增持
—
PARAMOUNT GLOBAL
-$27.8K
20,412
+0%
减持
WFC
WELLS FARGO CO NEW
-$27.1K
4,114
-12%
增持
COWZ
PACER FDS TR
-$26.4K
147,204
+6%
增持
VTEB
VANGUARD MUN BD FDS
+$26.1K
11,334
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$25.6K
1,162
+0%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$24.8K
21,657
+2%
减持
BP
BP PLC
-$24.4K
5,606
-7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$23.4K
11,032
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$22.5K
16,088
+2%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$21.8K
2,759
-5%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$21.8K
13,277
-3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$21.3K
21,294
+3%
减持
—
LAM RESEARCH CORP
-$18.8K
212
-16%
减持
T
AT&T INC
+$18.4K
16,085
-2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$17.8K
12,934
-1%
减持
IQLT
ISHARES TR
-$17.4K
16,581
-1%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
-$15.3K
5,092
-5%
减持
VIGI
VANGUARD WHITEHALL FDS
-$13.4K
6,285
-2%
减持
EFG
ISHARES TR
-$13.3K
2,297
-4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.8K
10,566
-2%
增持
MBB
ISHARES TR
+$12.6K
10,887
+2%
减持
MUB
ISHARES TR
-$11.6K
3,877
-2%
减持
MOAT
VANECK ETF TRUST
-$11.3K
2,422
-2%
减持
SCHC
SCHWAB STRATEGIC TR
-$10.7K
12,314
-2%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$10.6K
6,553
-8%
减持
BTI
BRITISH AMERN TOB PLC
-$10.6K
11,584
-4%
减持
VTES
VANGUARD WELLINGTON FD
-$9.3K
3,605
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$8.9K
6,654
-1%
增持
INTC
INTEL CORP
-$8.0K
7,877
+38%
减持
DGRO
ISHARES TR
-$7.9K
8,012
-1%
增持
IEF
ISHARES TR
+$7.8K
2,598
+4%
增持
TFC
TRUIST FINL CORP
+$7.6K
7,005
+3%
减持
IGSB
ISHARES TR
-$7.2K
6,203
-2%
减持
KO
COCA COLA CO
+$6.8K
5,973
-2%
增持
FVAL
FIDELITY COVINGTON TRUST
+$6.7K
4,824
+2%
增持
LQD
ISHARES TR
+$6.7K
3,982
+3%
减持
SCHO
SCHWAB STRATEGIC TR
-$6.5K
4,999
-2%
减持
PTH
INVESCO EXCHANGE TRADED FD T
-$6.2K
4,795
-1%
增持
HD
HOME DEPOT INC
-$5.0K
991
+10%
减持
AMAT
APPLIED MATLS INC
+$4.8K
1,071
-11%
减持
—
AMCOR PLC
+$4.6K
25,663
-1%
增持
SCHP
SCHWAB STRATEGIC TR
+$4.5K
8,226
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.1K
8,582
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.7K
765
-4%
减持
PG
PROCTER AND GAMBLE CO
+$2.6K
2,091
-1%
减持
CROX
CROCS INC
-$2.2K
1,730
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$2.0K
5,582
-1%
增持
CLSK
CLEANSPARK INC
+$1.6K
29,410
+33%
增持
SCHH
SCHWAB STRATEGIC TR
+$1.1K
24,088
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$958
3,796
-0%
增持
USHY
ISHARES TR
+$595
12,504
+1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$576
6,921
+1%
增持
IAGG
ISHARES TR
+$215
7,827
+0%
