Avior Wealth Management, LLC
OMAHA NE · SEC CIK 0001599868
$35.26亿2026Q1 申报市值
825持仓数
24.5%前十大占比 · 第一大 5.4%
120 / 34新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TLT 加仓+$2,678.55万
AGG 加仓+$2,653.31万
BALI 新建仓+$2,195.53万
BND 加仓+$1,776.79万
GLD 加仓+$1,496.67万
2026Q1 卖出最多 按季末市值估算
IMCG 减仓-$1,414.82万
SPEM 减仓-$737.17万
VB 减仓-$649.38万
MGV 减仓-$620.61万
VUG 减仓-$517.61万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UGI | UGI CORP NEW | $22.64万 | 0.01% | 6,215 | 6,215 | — | $22.64万 | 新建仓 |
| SONY | SONY GROUP CORP | $22.68万 | 0.01% | 10,956 | 1,156 | 11.8% | $2.39万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $22.71万 | 0.01% | 1,150 | 8 | 0.7% | $1,580 | 加仓 |
| CVS | CVS HEALTH CORP | $22.72万 | 0.01% | 3,164 | 216 | 7.3% | $1.55万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $22.73万 | 0.01% | 4,651 | -311 | -6.3% | -$1.52万 | 减仓 |
| GLW | CORNING INC | $22.87万 | 0.01% | 1,682 | 1,682 | — | $22.87万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $22.89万 | 0.01% | 1,326 | -878 | -39.8% | -$15.15万 | 重新持有 |
| — | SSGA ACTIVE TR | $22.90万 | 0.01% | 7,500 | 7,500 | — | $22.90万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $23.06万 | 0.01% | 1,506 | -202 | -11.8% | -$3.09万 | 重新持有 |
| PFFD | GLOBAL X FDS | $23.09万 | 0.01% | 12,546 | 954 | 8.2% | $1.76万 | 加仓 |
| — | STELLAR BANCORP INC | $23.19万 | 0.01% | 6,333 | -6,000 | -48.6% | -$21.97万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $23.20万 | 0.01% | 10,636 | 1,416 | 15.4% | $3.09万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $23.21万 | 0.01% | 6,179 | 6,179 | — | $23.21万 | 新建仓 |
| MBB | ISHARES TR | $23.34万 | 0.01% | 2,459 | -44 | -1.8% | -$4,177 | 减仓 |
| DAC | DANAOS CORPORATION | $23.46万 | 0.01% | 2,083 | 2,083 | — | $23.46万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $23.49万 | 0.01% | 1,839 | 1,839 | — | $23.49万 | 新建仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $23.52万 | 0.01% | 16,388 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $23.64万 | 0.01% | 6,432 | 4 | 0.1% | $147 | 加仓 |
| SAP | SAP SE | $23.83万 | 0.01% | 1,392 | -22 | -1.6% | -$3,767 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $24.19万 | 0.01% | 43,577 | 0 | 0.0% | — | 不变 |
| — | CSG SYS INTL INC | $24.32万 | 0.01% | 3,042 | 21 | 0.7% | $1,679 | 加仓 |
| TOST | TOAST INC | $24.41万 | 0.01% | 9,208 | 2,140 | 30.3% | $5.67万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $24.43万 | 0.01% | 5,595 | 5,595 | — | $24.43万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $24.44万 | 0.01% | 15,437 | 800 | 5.5% | $1.27万 | 加仓 |
| FN | FABRINET | $24.46万 | 0.01% | 469 | 469 | — | $24.46万 | 新建仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $24.51万 | 0.01% | 6,157 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $24.60万 | 0.01% | 5,368 | 355 | 7.1% | $1.63万 | 加仓 |
| NUBD | NUSHARES ETF TR | $24.63万 | 0.01% | 11,091 | -82 | -0.7% | -$1,821 | 减仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $24.67万 | 0.01% | 2,242 | 2,242 | — | $24.67万 | 新建仓 |
| COHR | COHERENT CORP | $24.89万 | 0.01% | 1,045 | -280 | -21.1% | -$6.67万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $24.90万 | 0.01% | 905 | -148 | -14.1% | -$4.07万 | 减仓 |
| — | STARBOARD INVT TR | $24.94万 | 0.01% | 13,466 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $24.96万 | 0.01% | 2,711 | 608 | 28.9% | $5.60万 | 加仓 |
| NUE | NUCOR CORP | $25.08万 | 0.01% | 1,483 | 17 | 1.2% | $2,875 | 加仓 |
| — | MASIMO CORP | $25.08万 | 0.01% | 1,410 | -2,387 | -62.9% | -$42.46万 | 减仓 |
| QYLD | GLOBAL X FDS | $25.14万 | 0.01% | 14,658 | -204 | -1.4% | -$3,499 | 减仓 |
| TGT | TARGET CORP | $25.17万 | 0.01% | 2,077 | 2,077 | — | $25.17万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $25.19万 | 0.01% | 4,258 | -1,239 | -22.5% | -$7.33万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $25.31万 | 0.01% | 4,572 | 17 | 0.4% | $941 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $25.37万 | 0.01% | 15,978 | 15,978 | — | $25.37万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $25.72万 | 0.01% | 3,569 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $25.92万 | 0.01% | 1,154 | 1,154 | — | $25.92万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $25.95万 | 0.01% | 1,261 | -44 | -3.4% | -$9,055 | 减仓 |
| ESLT | ELBIT SYS LTD | $26.15万 | 0.01% | 308 | 308 | — | $26.15万 | 新建仓 |
| NOW | SERVICENOW INC | $26.25万 | 0.01% | 2,511 | -621 | -19.8% | -$6.49万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $26.46万 | 0.01% | 13,378 | 2,825 | 26.8% | $5.59万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $26.52万 | 0.01% | 6,499 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $26.53万 | 0.01% | 9,662 | 194 | 2.0% | $5,327 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $26.59万 | 0.01% | 1,003 | 1,003 | — | $26.59万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $26.60万 | 0.01% | 5,024 | 1,103 | 28.1% | $5.84万 | 加仓 |
| ABNB | AIRBNB INC | $26.75万 | 0.01% | 2,118 | -34 | -1.6% | -$4,294 | 减仓 |
| MEC | MAYVILLE ENGR CO INC | $26.78万 | 0.01% | 14,919 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $26.88万 | 0.01% | 6,634 | -661 | -9.1% | -$2.68万 | 减仓 |
| IEO | ISHARES TR | $27.06万 | 0.01% | 2,166 | 2,166 | — | $27.06万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $27.10万 | 0.01% | 3,844 | 827 | 27.4% | $5.83万 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $27.12万 | 0.01% | 3,350 | -586 | -14.9% | -$4.74万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $27.27万 | 0.01% | 2,604 | -40 | -1.5% | -$4,189 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $27.28万 | 0.01% | 4,896 | 84 | 1.7% | $4,680 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $27.48万 | 0.01% | 19,575 | 9,205 | 88.8% | $12.92万 | 加仓 |
| MCO | MOODYS CORP | $27.88万 | 0.01% | 639 | 639 | — | $27.88万 | 新建仓 |
| OEF | ISHARES TR | $28.13万 | 0.01% | 884 | -73 | -7.6% | -$2.32万 | 减仓 |
| URI | UNITED RENTALS INC | $28.20万 | 0.01% | 387 | 60 | 18.3% | $4.37万 | 加仓 |
| HUBS | HUBSPOT INC | $28.39万 | 0.01% | 1,163 | 402 | 52.8% | $9.81万 | 加仓 |
| AGZ | ISHARES TR | $28.56万 | 0.01% | 2,604 | -47 | -1.8% | -$5,155 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $28.60万 | 0.01% | 2,182 | 128 | 6.2% | $1.68万 | 加仓 |
| INDA | ISHARES TR | $28.64万 | 0.01% | 6,114 | -3,396 | -35.7% | -$15.91万 | 减仓 |
| IDOG | ALPS ETF TR | $28.99万 | 0.01% | 6,960 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $29.01万 | 0.01% | 2,584 | 7 | 0.3% | $786 | 加仓 |
| HSY | HERSHEY CO | $29.02万 | 0.01% | 1,396 | 79 | 6.0% | $1.64万 | 加仓 |
| WMB | WILLIAMS COS INC | $29.12万 | 0.01% | 4,002 | -729 | -15.4% | -$5.31万 | 减仓 |
| CLS | CELESTICA INC | $29.32万 | 0.01% | 1,041 | 22 | 2.2% | $6,197 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $29.32万 | 0.01% | 32,119 | 560 | 1.8% | $5,113 | 加仓 |
| CRWV | COREWEAVE INC | $29.33万 | 0.01% | 3,786 | 3,786 | — | $29.33万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $29.43万 | 0.01% | 2,436 | 643 | 35.9% | $7.77万 | 加仓 |
| CCJ | CAMECO CORP | $29.52万 | 0.01% | 2,718 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $29.60万 | 0.01% | 2,046 | -176 | -7.9% | -$2.55万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $29.65万 | 0.01% | 8,366 | 385 | 4.8% | $1.36万 | 加仓 |
| MET | METLIFE INC | $29.68万 | 0.01% | 5,158 | 103 | 2.0% | $5,926 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $29.78万 | 0.01% | 13,749 | 839 | 6.5% | $1.82万 | 加仓 |
| NOBL | PROSHARES TR | $29.98万 | 0.01% | 2,828 | 210 | 8.0% | $2.23万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $30.00万 | 0.01% | 7,302 | 549 | 8.1% | $2.26万 | 加仓 |
| P | EVERPURE INC | $30.21万 | 0.01% | 5,117 | -310 | -5.7% | -$1.83万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $30.22万 | 0.01% | 2,718 | -495 | -15.4% | -$5.50万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $30.37万 | 0.01% | 1,459 | 95 | 7.0% | $1.98万 | 加仓 |
| HTFL | HEARTFLOW INC | $30.53万 | 0.01% | 12,549 | 12,549 | — | $30.53万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $30.57万 | 0.01% | 8,304 | -2,093 | -20.1% | -$7.70万 | 减仓 |
| IQLT | ISHARES TR | $30.77万 | 0.01% | 6,656 | 6,656 | — | $30.77万 | 新建仓 |
| LTPZ | PIMCO ETF TR | $30.98万 | 0.01% | 6,070 | -60 | -1.0% | -$3,062 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $31.08万 | 0.01% | 1,792 | 72 | 4.2% | $1.25万 | 加仓 |
| GDX | VANECK ETF TRUST | $31.17万 | 0.01% | 3,397 | 575 | 20.4% | $5.28万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $31.29万 | 0.01% | 1,737 | 1,737 | — | $31.29万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $31.43万 | 0.01% | 13,201 | -4,406 | -25.0% | -$10.49万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $31.44万 | 0.01% | 18,418 | 1,710 | 10.2% | $2.92万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $31.58万 | 0.01% | 6,894 | 86 | 1.3% | $3,939 | 加仓 |
| HYD | VANECK ETF TRUST | $31.61万 | 0.01% | 6,304 | 17 | 0.3% | $852 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $31.70万 | 0.01% | 1,693 | -721 | -29.9% | -$13.50万 | 减仓 |
| RRR | RED ROCK RESORTS INC | $31.81万 | 0.01% | 5,962 | -468 | -7.3% | -$2.50万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $31.88万 | 0.01% | 4,934 | 4,934 | — | $31.88万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $31.89万 | 0.01% | 1,093 | 81 | 8.0% | $2.36万 | 加仓 |
| KGC | KINROSS GOLD CORP | $32.02万 | 0.01% | 10,492 | -409 | -3.8% | -$1.25万 | 减仓 |