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Aventus Investment Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Aventus Investment Advisors, Inc.
报告期 2026-03-31 · CIK 0002093055
持仓数
148
前50大市值合计
$116.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 70 项
建仓 9
增持 27
减持 26
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$1.2M
66,007
-44%
减持
AAPL
APPLE INC COM
-$1.0M
1,008
-78%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$834.9K
125,907
+0%
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
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-$478.3K
124,703
+3%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$467.9K
122,532
+7%
增持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$454.0K
50,521
+1%
增持
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
-$341.3K
44,675
+1%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$326.1K
77,214
-2%
建仓
INTU
INTUIT COM
+$271.5K
628
减持
VUG
VANGUARD GROWTH ETF
-$231.8K
4,014
-1%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$188.9K
117,578
+1%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$186.2K
93,900
+3%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$160.5K
16,820
-4%
增持
AMZN
AMAZON COM INC COM
+$159.6K
9,343
+21%
增持
MSFT
MICROSOFT CORP COM
-$155.5K
2,240
+10%
减持
GOOG
ALPHABET INC CAP STK CL C
-$153.4K
4,074
-3%
减持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$151.4K
118,555
-5%
增持
AVGO
BROADCOM INC COM
-$148.3K
4,839
+2%
减持
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
-$141.2K
16,584
-0%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$134.4K
2,851
+1005%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$134.1K
4,471
-1%
减持
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
-$133.4K
206,531
-1%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$114.3K
74,334
+4%
减持
IVV
ISHARES CORE S&P 500 ETF
-$110.9K
1,768
-4%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$108.3K
1,905
-0%
增持
NVDA
NVIDIA CORPORATION COM
+$103.6K
5,246
+21%
减持
META
META PLATFORMS INC CL A
-$101.3K
1,009
-2%
增持
ORCL
ORACLE CORP COM
-$92.8K
3,388
+12%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$64.1K
48,709
+7%
清仓
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
-$58.9K
0
-100%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$51.3K
6,411
-7%
建仓
INVH
INVITATION HOMES INC COM
+$49.7K
2,000
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
+$48.1K
1,179
+2%
建仓
—
ASTRAZENECA PLC ORD
+$46.3K
235
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$43.2K
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP COM
-$36.8K
2,203
+20%
减持
GPC
GENUINE PARTS CO COM
-$33.4K
440
-32%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$32.3K
3,674
-2%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$30.3K
16,274
-2%
减持
J
JACOBS SOLUTIONS INC COM
-$27.9K
2,697
-4%
增持
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
-$24.5K
4,559
+0%
增持
LLY
ELI LILLY & CO COM
+$23.3K
37
+270%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$22.1K
1,981
+7%
建仓
XYL
XYLEM INC COM
+$21.5K
180
清仓
MSIF
MSC INCOME FUND INC COM
-$21.2K
0
-100%
清仓
CNQ
CANADIAN NAT RES LTD COM
-$20.3K
0
-100%
增持
BRLN
ISHARES FLOATING RATE LOAN ACTIVE ETF
+$19.7K
14,041
+5%
清仓
VRT
VERTIV HOLDINGS CO COM CL A
-$16.2K
0
-100%
建仓
HBAN
HUNTINGTON BANCSHARES INC COM
+$11.6K
740
增持
COF
CAPITAL ONE FINL CORP COM
+$9.2K
210
+75%
清仓
ABT
ABBOTT LABS COM
-$7.3K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$7.1K
64
+106%
减持
BAC
BANK OF AMER CORP COM
-$7.1K
690
-7%
清仓
ADP
AUTOMATIC DATA PROCESSING INC COM
-$6.4K
0
-100%
增持
GLD
SPDR GOLD SHARES
+$6.0K
152
+1%
增持
PAYX
PAYCHEX INC COM
+$4.6K
110
+124%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$3.4K
13
-52%
减持
QCOM
QUALCOMM INC COM
-$3.3K
63
-6%
减持
GD
GENERAL DYNAMICS CORP COM
-$3.3K
11
-48%
减持
NSC
NORFOLK SOUTHN CORP COM
-$2.9K
15
-40%
增持
PHR
PHREESIA INC COM
-$2.3K
369
+15%
清仓
ADI
ANALOG DEVICES INC COM
-$1.9K
0
-100%
减持
MPC
MARATHON PETE CORP COM
-$1.9K
246
-35%
减持
APD
AIR PRODUCTS AND CHEMICALS INC COM
-$1.5K
11
-42%
减持
AMTM
AMENTUM HOLDINGS INC COM
-$607
59
-20%
建仓
ACWI
ISHARES MSCI ACWI ETF
+$138
1
建仓
AOA
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
+$88
1
建仓
AOR
ISHARES CORE 60/40 BALANCED ALLOCATION ETF
+$64
1
建仓
AOM
ISHARES CORE 40/60 MODERATE ALLOCATION ETF
+$47
1
增持
SPAB
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
+$22
646
+1%
