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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 27
增持 44
减持 66
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$16.7M
243,929
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$13.1M
3,247
-98%
建仓
TMUS
T-MOBILE US INC
+$7.6M
36,089
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
NVDA
NVIDIA CORPORATION
-$7.5M
18,369
-68%
建仓
FEOE
RBB FUND TRUST
+$7.5M
147,850
减持
CVX
CHEVRON CORPORATION
-$6.5M
2,120
-95%
增持
NVO
NOVO-NORDISK A S
+$4.3M
136,348
+915%
建仓
DSCO
DOUBLELINE ETF TRUST
+$3.9M
156,713
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$3.0M
144,432
+24%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$2.5M
649,917
-6%
减持
GLW
CORNING INC
+$2.3M
75,945
-17%
减持
IVV
ISHARES TR
-$2.1M
30,855
-5%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$1.3M
118,105
+9%
减持
ETH
GRAYSCALE ETHEREUM STAKING
-$1.1M
19,046
-64%
建仓
VOLT
TEMA ETF TRUST
+$1.1M
32,393
建仓
—
LYONDELLBASELL INDUSTRIES NV
+$1.1M
13,076
减持
UNH
UNITEDHEALTH GROUP INC
-$881.3K
3,412
-38%
增持
TSLA
TESLA INC
-$841.4K
28,250
+12%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$817.8K
8,256
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$747.0K
60,641
+4%
减持
AMZN
AMAZON COM INC
-$701.2K
7,408
-24%
建仓
EWZ
ISHARES INC
+$667.4K
17,384
清仓
UBER
UBER TECHNOLOGIES INC
-$622.5K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$620.1K
13,711
减持
—
IREN LIMITED
-$618.6K
142,563
-2%
减持
META
META PLATFORMS INC
-$614.0K
426
-67%
清仓
—
HERBALIFE LTD
-$561.6K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$534.4K
28,917
+3%
清仓
FSLR
FIRST SOLAR INC
-$514.4K
0
-100%
建仓
—
EATON CORP PLC
+$477.5K
1,335
减持
QQQ
INVESCO QQQ TR
-$468.6K
9,354
-2%
减持
MSFT
MICROSOFT CORP
-$448.3K
2,185
-16%
建仓
IEFA
ISHARES TR
+$432.5K
4,777
建仓
HL
HECLA MINING COMPANY
+$405.1K
21,742
建仓
VXX
BARCLAYS BANK PLC
+$384.2K
10,763
减持
C
CITIGROUP INC
-$370.5K
2,035
-61%
清仓
EMB
ISHARES TR
-$364.4K
0
-100%
建仓
IEUR
ISHARES TR
+$358.6K
5,103
建仓
EMBX
VANECK FDS
+$340.4K
6,793
减持
IAU
ISHARES GOLD TR
+$335.1K
119,780
-5%
减持
BABA
ALIBABA GROUP HLDG LTD
-$333.1K
2,389
-45%
减持
—
EXXON MOBIL CORP
+$329.9K
6,997
-2%
建仓
XMVM
INVESCO EXCHANGE TRADED FD T
+$328.7K
5,048
减持
XBI
SPDR SERIES TRUST
-$327.4K
1,674
-62%
增持
SNAP
SNAP INC
-$314.1K
123,884
+13%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$291.6K
7,589
建仓
NTAP
NETAPP INC
+$279.4K
2,729
清仓
VST
VISTRA CORP
-$279.0K
0
-100%
建仓
EMLC
VANECK ETF TRUST
+$272.4K
10,850
增持
AAPL
APPLE INC
-$271.7K
18,521
+1%
建仓
WTV
WISDOMTREE TR
+$266.8K
2,817
清仓
INTC
INTEL CORP
-$261.9K
0
-100%
清仓
ADBE
ADOBE INC
-$259.7K
0
-100%
建仓
INTU
INTUIT
+$258.9K
599
清仓
CIFR
CIPHER MINING INC
-$255.5K
0
-100%
清仓
CLSM
EXCHANGE LISTED FDS TR
-$254.0K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$250.6K
0
-100%
建仓
INCM
FRANKLIN TEMPLETON ETF TR
+$250.3K
8,708
建仓
PLXS
PLEXUS CORP
+$232.9K
1,150
建仓
ONDS
ONDAS INC
+$229.7K
25,404
清仓
EFG
ISHARES TR
-$224.9K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$220.0K
4,383
增持
HELO
J P MORGAN EXCHANGE TRADED F
-$218.8K
131,378
+1%
建仓
OSK
OSHKOSH CORP
+$214.4K
1,456
清仓
MOAT
VANECK ETF TRUST
-$214.0K
0
-100%
减持
USFR
WISDOMTREE TR
-$211.6K
40,267
-9%
减持
MRK
MERCK & CO INC
+$210.8K
15,123
-1%
建仓
LMT
LOCKHEED MARTIN CORP
+$209.8K
347
清仓
SOFI
SOFI TECHNOLOGIES INC
-$204.6K
0
-100%
增持
USTB
VICTORY PORTFOLIOS II
+$194.4K
153,409
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$178.2K
5,571
+56%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$166.9K
9,289
-12%
减持
KWEB
KRANESHARES TRUST
-$165.5K
10,092
-24%
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$160.1K
24,054
-11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$159.0K
12,384
+2%
增持
TGTX
TG THERAPEUTICS INC
+$157.3K
29,105
+7%
减持
LLY
ELI LILLY & CO
-$145.8K
793
-3%
减持
MU
MICRON TECHNOLOGY INC
+$128.7K
4,818
-8%
减持
GOOGL
ALPHABET INC
-$118.9K
1,131
-20%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$118.1K
17,463
+0%
增持
GILD
GILEAD SCIENCES INC
+$115.5K
2,603
+29%
增持
GLD
SPDR GOLD TR
+$113.6K
1,747
+9%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$107.9K
934
-7%
增持
PYLD
PIMCO ETF TR
+$106.9K
369,761
+3%
增持
ICSH
ISHARES TR
+$101.7K
9,768
+26%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$91.0K
1,941
+33%
增持
MO
ALTRIA GROUP INC
+$85.1K
9,701
+1%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$79.5K
25,574
-9%
减持
USMV
ISHARES TR
-$77.6K
9,907
-6%
增持
—
CAPRI HOLDINGS LIMITED
-$75.5K
13,978
+6%
减持
AMD
ADVANCED MICRO DEVICES INC
-$73.2K
3,813
-4%
减持
AMAT
APPLIED MATLS INC
+$71.3K
1,118
-8%
增持
WEC
WEC ENERGY GROUP INC
+$70.4K
3,522
+10%
减持
IJH
ISHARES TR
-$66.3K
4,429
-20%
减持
ULTA
ULTA BEAUTY INC
-$65.5K
502
-7%
减持
CSCO
CISCO SYS INC
-$64.0K
5,903
-13%
减持
WINN
HARBOR ETF TRUST
-$62.0K
18,074
-0%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$60.6K
27,529
+10%
减持
SMH
VANECK ETF TRUST
-$60.3K
805
-21%
减持
LRCX
LAM RESEARCH CORP
+$58.5K
1,411
-1%
增持
FCX
FREEPORT MCMORAN INC
+$58.4K
5,483
+6%
增持
MINO
PIMCO ETF TR
+$56.0K
10,062
+14%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$56.0K
7,192
-1%
减持
BOND
PIMCO ETF TR
-$55.1K
2,947
-16%
减持
TFC
TRUIST FINL CORP
-$50.1K
5,267
-11%
增持
FBCG
FIDELITY COVINGTON TRUST
-$47.7K
21,294
+5%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$46.9K
6,349
+13%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$40.9K
4,249
+14%
增持
UITB
VICTORY PORTFOLIOS II
+$40.9K
11,688
+9%
减持
XLU
SELECT SECTOR SPDR TR
+$39.0K
13,560
-1%
增持
KO
COCA COLA CO
+$39.0K
5,561
+1%
减持
CAPE
DOUBLELINE ETF TRUST
-$37.7K
23,357
-1%
减持
PCMM
BONDBLOXX ETF TRUST
-$36.3K
4,568
-12%
增持
GOOG
ALPHABET INC
-$34.7K
1,451
+1%
减持
IOO
ISHARES TR
-$33.1K
4,968
-1%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$32.7K
5,829
-6%
增持
DGRW
WISDOMTREE TR
-$32.5K
23,907
+0%
增持
IEMG
ISHARES INC
+$32.4K
4,673
+7%
减持
FFLG
FIDELITY COVINGTON TRUST
-$32.1K
14,591
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$31.8K
3,684
-2%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$31.3K
20,325
-0%
减持
T
AT&T INC
+$29.7K
8,588
-3%
增持
JAAA
JANUS DETROIT STR TR
+$29.6K
6,430
+11%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$29.5K
1,648
+2%
减持
WMT
WALMART INC
+$28.0K
2,948
-3%
减持
SOXX
ISHARES TR
-$27.5K
24,942
-9%
减持
IWO
ISHARES TR
-$26.4K
1,468
-3%
增持
—
SNAP INC
+$23.7K
19,800
+32%
减持
GPIQ
GOLDMAN SACHS ETF TR
-$23.0K
6,079
-1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$22.7K
15,389
+3%
减持
MCD
MCDONALDS CORP
-$22.1K
1,520
-6%
增持
LSGR
NATIXIS ETF TRUST II
-$20.9K
6,075
+5%
增持
AVGO
BROADCOM INC
-$20.7K
804
+3%
增持
—
JOHNSON CONTROLS INTERNATION
+$20.1K
1,766
+0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$19.7K
9,890
-4%
减持
IJR
ISHARES TR
-$19.5K
3,142
-8%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$19.4K
5,909
+5%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$19.2K
1,321
-6%
增持
VIGI
VANGUARD WHITEHALL FDS
-$15.6K
7,274
+1%
增持
IVW
ISHARES TR
-$15.5K
2,505
+3%
减持
COWZ
PACER FDS TR
+$14.5K
9,870
-2%
减持
JMEE
J P MORGAN EXCHANGE TRADED F
-$14.2K
6,873
-6%
减持
DBEF
DBX ETF TR
-$14.0K
9,238
-6%
减持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
-$13.8K
6,359
-5%
减持
SHY
ISHARES TR
-$12.8K
3,564
-4%
减持
PG
PROCTER & GAMBLE CO
-$12.7K
1,640
-6%
减持
UNP
UNION PAC CORP
+$11.5K
2,428
-3%
减持
DGS
WISDOMTREE TR
+$11.1K
4,469
-1%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$10.1K
1,288
-1%
增持
BA
BOEING CO
+$8.9K
2,184
+11%
