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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 133 项
建仓 18
增持 53
减持 52
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
AVUV
AMERICAN CENTY ETF TR
-$7.2M
0
-100%
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$7.1M
102,727
增持
IAU
ISHARES GOLD TR
+$6.9M
127,720
+622%
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
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$4.4M
77,533
+96%
增持
NVDA
NVIDIA CORPORATION
+$4.1M
72,174
+8%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.1M
643,338
+7%
增持
TSLA
TESLA INC
+$2.8M
18,097
+57%
增持
JPM
JPMORGAN CHASE & CO.
+$2.6M
25,739
+30%
增持
SOXX
ISHARES TR
+$2.0M
27,671
+13%
增持
META
META PLATFORMS INC
+$1.9M
10,873
+2%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$1.8M
107,226
+0%
增持
AMZN
AMAZON COM INC
+$1.5M
35,318
+7%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$1.2M
139,224
-16%
减持
IJH
ISHARES TR
-$1.1M
138,618
-16%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.0M
81,721
+4%
增持
USFR
WISDOMTREE TR
+$923.9K
45,545
+68%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$922.7K
20,545
+187%
减持
QQQ
INVESCO QQQ TR
+$766.5K
9,464
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$743.9K
3,466
+438%
增持
—
IREN LIMITED
+$615.1K
52,859
+108%
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$431.2K
7,283
清仓
CALF
PACER FDS TR
-$430.7K
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$420.6K
1,040
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$388.5K
11,640
+18%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$385.7K
6,214
-50%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$380.2K
1,815
-56%
增持
FBCG
FIDELITY COVINGTON TRUST
+$375.8K
20,021
+36%
增持
AMD
ADVANCED MICRO DEVICES INC
+$375.6K
4,315
+87%
建仓
VST
VISTRA CORP
+$370.2K
1,910
建仓
MRK
MERCK & CO INC
+$367.8K
4,646
建仓
CLSM
EXCHANGE LISTED FDS TR
+$364.7K
16,862
清仓
MARA
MARA HOLDINGS INC
-$341.3K
0
-100%
减持
AAPL
APPLE INC
-$340.8K
16,976
-1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$331.7K
2,036
-52%
增持
USTB
VICTORY PORTFOLIOS II
+$330.6K
135,312
+5%
增持
MU
MICRON TECHNOLOGY INC
+$316.6K
6,049
+23%
增持
MSFT
MICROSOFT CORP
+$316.3K
2,451
+2%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$313.5K
13,218
建仓
CVX
CHEVRON CORP NEW
+$312.9K
2,185
清仓
BIDU
BAIDU INC
-$312.4K
0
-100%
建仓
CSCO
CISCO SYS INC
+$296.0K
4,267
清仓
SBUX
STARBUCKS CORP
-$294.8K
0
-100%
减持
COWZ
PACER FDS TR
-$283.9K
5,646
-48%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$283.0K
1,583
+7%
建仓
COST
COSTCO WHSL CORP NEW
+$278.1K
281
清仓
GOOGL
ALPHABET INC
-$262.6K
0
-100%
建仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$257.4K
4,871
增持
SNAP
SNAP INC
+$244.6K
71,509
+65%
建仓
XLK
SELECT SECTOR SPDR TR
+$235.4K
930
建仓
AMAT
APPLIED MATLS INC
+$233.8K
1,277
清仓
—
PARAMOUNT GLOBAL
-$230.9K
0
-100%
建仓
EFG
ISHARES TR
+$221.4K
1,977
建仓
LSGR
NATIXIS ETF TRUST II
+$218.8K
5,231
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$211.9K
3,579
+9%
建仓
SLV
ISHARES SILVER TR
+$210.7K
6,423
建仓
VOO
VANGUARD INDEX FDS
+$210.7K
371
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$209.9K
7,863
减持
TGTX
TG THERAPEUTICS INC
-$206.1K
26,373
-10%
清仓
FISV
FISERV INC
-$205.2K
0
-100%
清仓
REGL
PROSHARES TR
-$201.8K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$191.9K
1,350
+18%
减持
MUNI
PIMCO ETF TR
-$185.0K
13,937
-20%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$181.3K
50,772
+22%
清仓
CLSK
CLEANSPARK INC
-$176.7K
0
-100%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$147.5K
15,478
+59%
减持
KWEB
KRANESHARES TRUST
-$140.5K
12,326
-24%
增持
OCSL
OAKTREE SPECIALTY LENDING CO
+$138.5K
28,212
+76%
增持
PYLD
PIMCO ETF TR
+$112.3K
24,718
+20%
增持
VIGI
VANGUARD WHITEHALL FDS
+$107.0K
7,334
+10%
减持
UBER
UBER TECHNOLOGIES INC
+$101.8K
6,568
-6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$99.3K
1,822
-3%
增持
C
CITIGROUP INC
+$86.3K
4,968
+5%
减持
—
EXXON MOBIL CORP
-$86.1K
6,509
-2%
减持
WINN
HARBOR ETF TRUST
-$83.8K
18,806
-27%
增持
SMH
VANECK ETF TRUST
+$78.5K
1,074
+3%
减持
SHY
ISHARES TR
-$76.5K
3,977
-19%
增持
KO
COCA COLA CO
+$76.4K
5,812
+24%
减持
DGRW
WISDOMTREE TR
+$75.6K
24,198
-1%
增持
FFLG
FIDELITY COVINGTON TRUST
+$74.6K
14,840
+3%
减持
ICSH
ISHARES TR
-$69.4K
11,715
-10%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$69.4K
5,813
-14%
增持
CAPE
DOUBLELINE ETF TRUST
+$63.5K
25,078
+4%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$58.8K
13,325
+10%
减持
DYNF
BLACKROCK ETF TRUST
-$58.4K
4,096
-29%
增持
VTES
VANGUARD WELLINGTON FD
+$57.9K
3,093
+22%
增持
IQLT
ISHARES TR
+$54.7K
15,474
+0%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$51.8K
21,411
-2%
增持
UITB
VICTORY PORTFOLIOS II
+$50.5K
10,081
+12%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$46.8K
26,506
-15%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$46.2K
11,707
-9%
减持
IWO
ISHARES TR
+$44.2K
1,533
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$44.2K
3,736
+1%
增持
IVW
ISHARES TR
+$42.2K
2,414
+0%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$40.4K
6,690
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$39.9K
4,499
-15%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$38.6K
13,668
-16%
增持
LLY
ELI LILLY & CO
-$36.9K
802
+0%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$36.9K
1,637
-6%
增持
IJR
ISHARES TR
+$34.6K
3,274
+6%
增持
LTPZ
PIMCO ETF TR
+$34.4K
5,246
+19%
减持
INTC
INTEL CORP
-$34.0K
15,659
-8%
减持
MO
ALTRIA GROUP INC
-$33.0K
9,654
-3%
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$31.6K
22,700
-3%
减持
—
CAPRI HOLDINGS LIMITED
-$30.2K
13,286
-1%
减持
VHT
VANGUARD WORLD FD
-$28.5K
1,252
-2%
减持
ULTA
ULTA BEAUTY INC
+$27.5K
590
-13%
减持
WMT
WALMART INC
+$25.9K
2,949
-1%
减持
F
FORD MTR CO
-$23.6K
17,690
-18%
增持
T
AT&T INC
+$21.9K
14,164
+3%
减持
IVV
ISHARES TR
+$21.3K
33,160
-9%
增持
TLT
ISHARES TR
+$18.9K
2,517
+13%
增持
ZION
ZIONS BANCORPORATION N A
+$18.5K
6,857
+1%
增持
MINO
PIMCO ETF TR
+$17.6K
7,260
+7%
减持
FVAL
FIDELITY COVINGTON TRUST
+$16.7K
4,527
-1%
增持
—
HERBALIFE LTD
+$13.6K
62,480
+3%
减持
DGS
WISDOMTREE TR
+$13.3K
4,444
-8%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$11.5K
8,226
-8%
减持
GOOG
ALPHABET INC
+$11.5K
1,376
-8%
减持
—
AMCOR PLC
-$10.8K
18,051
-1%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$10.4K
6,224
+2%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$10.0K
3,074
-11%
增持
PG
PROCTER AND GAMBLE CO
+$8.5K
2,121
+10%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$7.1K
10,981
-1%
减持
TFC
TRUIST FINL CORP
+$6.8K
6,000
-2%
减持
DGRO
ISHARES TR
-$4.9K
7,326
-4%
减持
EMB
ISHARES TR
+$4.5K
2,955
-1%
减持
MMM
3M CO
+$4.4K
1,391
-1%
减持
PSC
PRINCIPAL EXCHANGE TRADED FD
-$3.4K
3,997
-10%
增持
BOND
PIMCO ETF TR
+$2.2K
3,844
+1%
减持
USMV
ISHARES TR
-$2.1K
10,782
-0%
减持
ADBE
ADOBE INC
+$1.7K
740
-0%
减持
LQD
ISHARES TR
+$1.5K
2,790
-0%
减持
XBI
SPDR SERIES TRUST
-$147
2,789
-2%
