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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 148 项
建仓 17
增持 37
减持 64
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$18.3M
334,903
清仓
EUSA
ISHARES INC
-$9.8M
0
-100%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$9.2M
114,619
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。
建仓
AVUV
AMERICAN CENTY ETF TR
+$6.1M
63,617
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$6.1M
90,235
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$5.8M
11,970
-83%
增持
IVV
ISHARES TR
+$3.2M
43,620
+9%
清仓
MRNA
MODERNA INC
-$2.7M
0
-100%
增持
AMZN
AMAZON COM INC
+$2.2M
43,280
+42%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.5M
5,299
-84%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.5M
163,704
+8%
减持
REGL
PROSHARES TR
-$1.3M
5,170
-78%
增持
COWZ
PACER FDS TR
+$1.2M
159,794
+9%
减持
QQQ
INVESCO QQQ TR
-$1.1M
9,753
-21%
增持
META
META PLATFORMS INC
+$1.0M
11,654
+4%
清仓
FTQI
FIRST TR EXCHANGE-TRADED FD
-$977.1K
0
-100%
清仓
ICOW
PACER FDS TR
-$948.4K
0
-100%
减持
DGRW
WISDOMTREE TR
-$939.8K
27,485
-34%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$896.1K
11,165
+7%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$851.9K
15,508
增持
AMD
ADVANCED MICRO DEVICES INC
+$723.4K
29,443
+16%
减持
USFR
WISDOMTREE TR
-$711.7K
27,493
-34%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$703.4K
6,624
-69%
减持
MBB
ISHARES TR
-$662.2K
3,521
-68%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$591.4K
5,282
-59%
建仓
JAAA
JANUS DETROIT STR TR
+$575.5K
11,310
清仓
VTEB
VANGUARD MUN BD FDS
-$567.9K
0
-100%
减持
DGS
WISDOMTREE TR
-$535.9K
7,663
-58%
建仓
SOXL
DIREXION SHS ETF TR
+$525.5K
14,327
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$520.1K
5,512
-62%
增持
KWEB
KRANESHARES TRUST
+$513.3K
22,389
+144%
清仓
BCI
ABRDN ETFS
-$493.2K
0
-100%
清仓
SCHH
SCHWAB STRATEGIC TR
-$481.1K
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$473.5K
5,022
-62%
清仓
USHY
ISHARES TR
-$453.7K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$449.2K
9,997
-38%
清仓
SCHC
SCHWAB STRATEGIC TR
-$438.1K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$427.9K
0
-100%
清仓
BA
BOEING CO
-$427.5K
0
-100%
清仓
MUB
ISHARES TR
-$413.1K
0
-100%
增持
TLH
ISHARES TR
+$406.5K
50,118
+1%
清仓
IAGG
ISHARES TR
-$390.7K
0
-100%
清仓
SHOP
SHOPIFY INC
-$358.5K
0
-100%
清仓
BTI
BRITISH AMERN TOB PLC
-$358.3K
0
-100%
清仓
HD
HOME DEPOT INC
-$341.1K
0
-100%
清仓
UNP
UNION PAC CORP
-$330.1K
0
-100%
清仓
IGSB
ISHARES TR
-$317.8K
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$314.2K
0
-100%
清仓
MRK
MERCK & CO INC
-$313.0K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$311.0K
2,999
减持
MSFT
MICROSOFT CORP
-$307.1K
2,514
-19%
建仓
—
CAPRI HOLDINGS LIMITED
+$290.1K
6,835
建仓
NIO
NIO INC
+$285.0K
42,671
减持
NVDA
NVIDIA CORPORATION
-$275.4K
11,085
-16%
增持
TSLA
TESLA INC
+$271.4K
3,605
+6%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$270.7K
5,645
增持
SNAP
SNAP INC
+$268.3K
43,037
+272%
减持
HYFI
AB ACTIVE ETFS INC
-$264.1K
14,634
-35%
清仓
AMAT
APPLIED MATLS INC
-$252.7K
0
-100%
建仓
MARA
MARA HOLDINGS INC
+$250.0K
15,412
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$244.8K
4,547
-57%
清仓
WFC
WELLS FARGO CO NEW
-$244.4K
0
-100%
增持
ILF
ISHARES TR
+$243.0K
155,485
+2%
清仓
SCHO
SCHWAB STRATEGIC TR
-$240.6K
0
-100%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$238.7K
0
-100%
建仓
IVW
ISHARES TR
+$234.7K
2,451
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$226.2K
0
-100%
清仓
—
LAM RESEARCH CORP
-$225.7K
0
-100%
清仓
SCHR
SCHWAB STRATEGIC TR
-$224.9K
0
-100%
减持
FDVV
FIDELITY COVINGTON TRUST
-$219.6K
14,023
-29%
建仓
TLT
ISHARES TR
+$219.2K
2,235
清仓
TSCO
TRACTOR SUPPLY CO
-$218.5K
0
-100%
建仓
ICF
ISHARES TR
+$203.8K
3,092
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$202.6K
12,120
+19%
清仓
BP
BP PLC
-$202.4K
0
-100%
增持
SOXX
ISHARES TR
+$191.3K
24,268
+11%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$190.8K
4,419
-49%
减持
EEMV
ISHARES INC
-$184.5K
4,958
-43%
减持
BABA
ALIBABA GROUP HLDG LTD
+$173.7K
5,364
-2%
减持
ADBE
ADOBE INC
-$165.7K
829
-23%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$158.6K
20,135
+63%
减持
AAPL
APPLE INC
+$153.6K
16,555
-6%
清仓
KEY
KEYCORP
-$146.1K
0
-100%
减持
—
EXXON MOBIL CORP
-$143.9K
7,165
-16%
减持
TGTX
TG THERAPEUTICS INC
+$140.1K
28,984
-4%
增持
WINN
HARBOR ETF TRUST
+$139.2K
17,989
+41%
增持
ICSH
ISHARES TR
+$137.8K
83,836
+3%
建仓
WULF
TERAWULF INC
+$131.6K
28,130
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$127.8K
21,923
+1%
减持
LLY
ELI LILLY & CO
-$126.4K
819
-13%
减持
MO
ALTRIA GROUP INC
-$119.6K
6,360
-35%
建仓
F
FORD MTR CO
+$112.0K
10,608
增持
GOOGL
ALPHABET INC
-$110.4K
31,137
+8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$108.2K
8,841
-20%
增持
—
IRIS ENERGY LTD
+$105.5K
42,267
+90%
减持
WMT
WALMART INC
-$100.3K
3,563
-38%
增持
IAU
ISHARES GOLD TR
+$96.4K
14,814
+2%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$83.2K
27,900
+7%
增持
—
HERBALIFE LTD
-$80.5K
39,264
+12%
增持
VIGI
VANGUARD WHITEHALL FDS
+$80.1K
6,694
+7%
增持
UITB
VICTORY PORTFOLIOS II
+$78.8K
6,979
+26%
增持
LQD
ISHARES TR
+$77.1K
4,457
+12%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$73.3K
2,685
-20%
减持
NEM
NEWMONT CORP
+$72.0K
7,780
-5%
增持
CALF
PACER FDS TR
+$71.0K
20,070
+1%
减持
SHY
ISHARES TR
-$67.4K
5,009
-15%
减持
JPM
JPMORGAN CHASE & CO.
-$67.0K
5,036
-10%
增持
CAPE
DOUBLELINE ETF TRUST
+$63.9K
24,056
+3%
减持
VTES
VANGUARD WELLINGTON FD
-$60.9K
2,957
-18%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$57.2K
1,325
+18%
减持
MCD
MCDONALDS CORP
+$54.8K
1,246
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$52.8K
3,765
-1%
增持
IEF
ISHARES TR
+$38.6K
2,873
+11%
减持
KMB
KIMBERLY-CLARK CORP
+$38.0K
11,353
-1%
减持
DGRO
ISHARES TR
+$36.4K
7,943
-1%
增持
CLSK
CLEANSPARK INC
-$34.2K
46,565
+58%
减持
IQLT
ISHARES TR
+$33.2K
16,405
-1%
减持
IWO
ISHARES TR
+$31.1K
1,570
-1%
增持
—
PARAMOUNT GLOBAL
+$29.7K
22,762
+12%
减持
—
AMCOR PLC
+$28.8K
24,694
-4%
减持
VO
VANGUARD INDEX FDS
+$27.8K
1,346
-0%
增持
FBCG
FIDELITY COVINGTON TRUST
+$26.9K
14,603
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$24.7K
5,562
-16%
减持
UNH
UNITEDHEALTH GROUP INC
+$23.2K
706
-8%
减持
DIS
DISNEY WALT CO
-$21.4K
2,366
-6%
减持
PG
PROCTER AND GAMBLE CO
-$17.7K
1,889
-10%
减持
KO
COCA COLA CO
-$17.2K
5,052
-15%
减持
ZION
ZIONS BANCORPORATION N A
+$16.0K
8,779
-4%
减持
IOO
ISHARES TR
+$14.8K
6,108
-0%
减持
DPST
DIREXION SHS ETF TR
-$14.6K
5,345
-31%
增持
UBER
UBER TECHNOLOGIES INC
+$13.8K
4,575
+1%
减持
MUNI
PIMCO ETF TR
+$13.2K
17,794
-0%
减持
C
CITIGROUP INC
-$13.2K
4,340
-3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$13.0K
5,720
+2%
增持
GOOG
ALPHABET INC
+$12.8K
1,515
+16%
减持
T
AT&T INC
+$12.3K
14,533
-10%
减持
EFG
ISHARES TR
+$11.6K
2,291
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$11.4K
1,738
-4%
减持
XBI
SPDR SER TR
-$8.7K
3,080
-9%
增持
INTC
INTEL CORP
+$8.3K
10,750
+36%
减持
CROX
CROCS INC
-$7.9K
1,689
-2%
减持
VHT
VANGUARD WORLD FD
+$6.2K
1,462
-4%
减持
TFC
TRUIST FINL CORP
-$5.6K
6,232
-11%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$5.6K
6,223
-5%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
-$5.5K
4,650
-9%
减持
XLK
SELECT SECTOR SPDR TR
-$4.3K
930
-2%
减持
FFLG
FIDELITY COVINGTON TRUST
+$2.5K
14,375
-1%
减持
VCLT
VANGUARD SCOTTSDALE FDS
+$858
4,553
-6%
