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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 148 项
建仓 21
增持 49
减持 56
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$5.4M
50,205
+353%
减持
GOOGL
ALPHABET INC
-$4.8M
2,174
-93%
建仓
CXSE
WISDOMTREE TR
+$4.4M
147,394
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。
清仓
ILF
ISHARES TR
-$4.0M
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$2.9M
35,819
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$2.6M
300,850
-10%
增持
AMZN
AMAZON COM INC
+$1.6M
44,086
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.4M
78,190
+23%
增持
IVV
ISHARES TR
+$1.3M
45,001
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.1M
30,960
+5%
减持
TLH
ISHARES TR
-$759.8K
47,414
-5%
增持
ICSH
ISHARES TR
+$687.2K
97,979
+17%
建仓
ULTA
ULTA BEAUTY INC
+$622.6K
1,432
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$606.0K
21,628
清仓
BABA
ALIBABA GROUP HLDG LTD
-$569.2K
0
-100%
清仓
DPST
DIREXION SHS ETF TR
-$531.7K
0
-100%
清仓
SOXL
DIREXION SHS ETF TR
-$525.5K
0
-100%
增持
TSLA
TESLA INC
+$525.2K
3,636
+1%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$442.4K
0
-100%
清仓
NEM
NEWMONT CORP
-$415.8K
0
-100%
建仓
CLSM
EXCHANGE LISTED FDS TR
+$338.0K
16,627
清仓
MBB
ISHARES TR
-$337.3K
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$333.1K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$333.1K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$332.9K
6,275
建仓
AMAT
APPLIED MATLS INC
+$329.1K
2,024
增持
QQQ
INVESCO QQQ TR
+$328.1K
9,953
+2%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$315.4K
0
-100%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$313.3K
36,100
+79%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$303.8K
1,443
建仓
IJR
ISHARES TR
+$300.8K
2,611
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$296.4K
0
-100%
建仓
PYLD
PIMCO ETF TR
+$293.1K
11,308
建仓
SRLN
SSGA ACTIVE ETF TR
+$286.2K
6,858
清仓
NIO
NIO INC
-$285.0K
0
-100%
清仓
IEF
ISHARES TR
-$281.9K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$279.9K
3,067
建仓
MINO
PIMCO ETF TR
+$278.5K
6,181
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$271.2K
11,379
+99%
减持
CALF
PACER FDS TR
-$267.3K
15,141
-25%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$253.8K
6,924
-31%
减持
AAPL
APPLE INC
+$252.7K
16,413
-1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$250.0K
3,306
清仓
VZ
VERIZON COMMUNICATIONS INC
-$249.8K
0
-100%
清仓
EFG
ISHARES TR
-$246.7K
0
-100%
清仓
CROX
CROCS INC
-$244.6K
0
-100%
建仓
EMB
ISHARES TR
+$244.4K
2,745
增持
JAAA
JANUS DETROIT STR TR
+$242.6K
16,132
+43%
建仓
HD
HOME DEPOT INC
+$239.1K
615
增持
TGTX
TG THERAPEUTICS INC
+$236.9K
30,393
+5%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$234.6K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$233.4K
0
-100%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$226.4K
931
清仓
PTH
INVESCO EXCHANGE TRADED FD T
-$222.8K
0
-100%
减持
REGL
PROSHARES TR
-$221.0K
2,502
-52%
建仓
PSC
PRINCIPAL EXCHANGE TRADED FD
+$220.8K
4,307
建仓
BOND
PIMCO ETF TR
+$217.9K
2,410
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$217.6K
0
-100%
建仓
DYNF
BLACKROCK ETF TRUST
+$214.4K
4,184
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$212.6K
3,959
+47%
建仓
AES
AES CORP
+$211.5K
16,430
清仓
ICF
ISHARES TR
-$203.8K
0
-100%
清仓
JVAL
J P MORGAN EXCHANGE TRADED F
-$202.6K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$194.6K
10,842
-5%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$175.6K
18,225
+18%
减持
DGS
WISDOMTREE TR
-$175.6K
4,822
-37%
减持
KWEB
KRANESHARES TRUST
-$164.4K
20,428
-9%
增持
META
META PLATFORMS INC
+$162.4K
11,672
+0%
减持
DGRW
WISDOMTREE TR
-$158.9K
26,295
-4%
增持
WINN
HARBOR ETF TRUST
+$149.9K
22,441
+25%
增持
IAU
ISHARES GOLD TR
+$145.4K
17,807
+20%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$137.2K
119,055
+4%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$134.9K
167,826
+3%
增持
COWZ
PACER FDS TR
-$130.2K
161,308
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$127.6K
1,459
+10%
增持
MU
MICRON TECHNOLOGY INC
+$124.5K
5,175
+73%
减持
—
EXXON MOBIL CORP
-$117.6K
6,715
-6%
减持
LLY
ELI LILLY & CO
-$117.2K
788
-4%
增持
—
HERBALIFE LTD
+$110.0K
58,634
+49%
减持
IQLT
ISHARES TR
-$106.3K
15,473
-6%
减持
JPM
JPMORGAN CHASE & CO.
+$102.4K
4,857
-4%
增持
INTC
INTEL CORP
+$96.1K
17,370
+62%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$94.7K
7,027
-21%
增持
SOXX
ISHARES TR
-$87.3K
25,564
+5%
减持
ADBE
ADOBE INC
-$83.7K
777
-6%
增持
F
FORD MTR CO
+$76.4K
19,029
+79%
减持
—
AMCOR PLC
-$74.8K
21,783
-12%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$71.1K
11,268
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$70.9K
676
-4%
减持
KO
COCA COLA CO
-$68.7K
4,728
-6%
增持
USD
PROSHARES TR
+$64.5K
12,432
+100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$64.1K
11,196
+0%
增持
LQD
ISHARES TR
+$63.2K
5,305
+19%
增持
UBER
UBER TECHNOLOGIES INC
+$58.1K
6,663
+46%
减持
VIGI
VANGUARD WHITEHALL FDS
-$57.8K
6,665
-0%
减持
CLSK
CLEANSPARK INC
-$56.7K
41,070
-12%
减持
ZION
ZIONS BANCORPORATION N A
+$55.9K
8,671
-1%
增持
UITB
VICTORY PORTFOLIOS II
+$53.1K
8,432
+21%
增持
TLT
ISHARES TR
+$52.0K
3,105
+39%
增持
FBCG
FIDELITY COVINGTON TRUST
+$51.7K
14,620
+0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$49.9K
11,323
-8%
增持
FDVV
FIDELITY COVINGTON TRUST
+$46.4K
15,152
+8%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$44.9K
6,437
+14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$43.0K
1,746
+0%
减持
VHT
VANGUARD WORLD FD
-$43.0K
1,457
-0%
减持
MUNI
PIMCO ETF TR
-$42.3K
17,406
-2%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$40.9K
28,844
+3%
减持
EEMV
ISHARES INC
-$36.2K
4,737
-4%
增持
MARA
MARA HOLDINGS INC
+$34.1K
16,941
+10%
减持
USFR
WISDOMTREE TR
-$34.0K
26,763
-3%
减持
MSFT
MICROSOFT CORP
-$33.4K
2,487
-1%
减持
MOAT
VANECK ETF TRUST
-$32.6K
2,181
-10%
减持
GOOG
ALPHABET INC
+$32.2K
1,499
-1%
减持
DBEF
DBX ETF TR
-$31.9K
10,752
-5%
减持
VTES
VANGUARD WELLINGTON FD
-$30.5K
2,688
-9%
减持
XBI
SPDR SER TR
-$30.3K
3,043
-1%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$27.8K
5,317
+17%
增持
USMV
ISHARES TR
-$26.7K
11,491
+0%
减持
MO
ALTRIA GROUP INC
-$24.9K
5,733
-10%
减持
C
CITIGROUP INC
+$24.8K
4,212
-3%
减持
MCD
MCDONALDS CORP
-$24.6K
1,224
-2%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$24.6K
90,925
+1%
减持
—
IREN LIMITED
+$23.0K
38,674
-9%
减持
WMT
WALMART INC
-$20.1K
2,962
-17%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$18.5K
3,713
-1%
减持
—
PARAMOUNT GLOBAL
-$17.4K
21,452
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$16.4K
11,376
-6%
减持
PG
PROCTER AND GAMBLE CO
-$15.9K
1,857
-2%
减持
FFLG
FIDELITY COVINGTON TRUST
+$15.7K
14,359
-0%
增持
CAPE
DOUBLELINE ETF TRUST
+$13.3K
24,198
+1%
减持
DIS
DISNEY WALT CO
+$10.8K
2,141
-10%
增持
SHY
ISHARES TR
+$10.7K
5,211
+4%
增持
DGRO
ISHARES TR
-$10.6K
7,944
+0%
增持
IOO
ISHARES TR
+$10.6K
6,116
+0%
减持
VO
VANGUARD INDEX FDS
-$10.1K
1,306
-3%
减持
IVW
ISHARES TR
+$9.0K
2,400
-2%
增持
—
CAPRI HOLDINGS LIMITED
-$8.3K
13,381
+96%
增持
HYFI
AB ACTIVE ETFS INC
+$7.9K
15,132
+3%
减持
FVAL
FIDELITY COVINGTON TRUST
-$7.6K
4,628
-4%
减持
T
AT&T INC
-$7.4K
13,716
-6%
减持
SPY
SPDR S&P 500 ETF TR
+$6.1K
1,148
-1%
减持
GLD
SPDR GOLD TR
-$5.9K
1,536
-1%
减持
SNAP
SNAP INC
-$5.6K
42,237
-2%
增持
VOO
VANGUARD INDEX FDS
+$5.4K
415
+0%
减持
IWO
ISHARES TR
-$2.0K
1,542
-2%
减持
TFC
TRUIST FINL CORP
-$1.9K
6,102
-2%
减持
WULF
TERAWULF INC
-$1.8K
22,947
-18%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$1.0K
22,113
+1%
