13F 机构持仓

Avior Wealth Management, LLC

OMAHA NE · SEC CIK 0001599868

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$38.04亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 5.4%
DGRO 3.8%
VOE 2.8%
VOT 2.6%
JAVA 2.0%
JGRO 1.9%
IVV 1.6%
BND 1.5%
BRK/B 1.5%
AAPL 1.4%

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
WST WEST PHARMACEUTICAL SVSC INC $43.34万0.01%1,729 -1-0.1% -$251 减仓
CLH CLEAN HARBORS INC $43.44万0.01%1,515 -100-6.2% -$2.87万 减仓
SPHD INVESCO EXCH TRADED FD TR II $43.48万0.01%8,863 -655-6.9% -$3.21万 减仓
SO SOUTHERN CO $43.53万0.01%4,510 97927.7% $9.45万 加仓
BLOK AMPLIFY ETF TR $43.66万0.01%8,766 2,58441.8% $12.87万 加仓
ATFV THE ALGER ETF TRUST $44.13万0.01%14,069 -3,039-17.8% -$9.53万 减仓
BILS SPDR SERIES TRUST $44.31万0.01%4,456 -1,034-18.8% -$10.28万 减仓
VCLT VANGUARD SCOTTSDALE FDS $44.61万0.01%5,970 611.0% $4,558 加仓
TT TRANE TECHNOLOGIES PLC $44.63万0.01%1,071 -14-1.3% -$5,834 减仓
FTI TECHNIPFMC PLC $44.69万0.01%6,464 -258-3.8% -$1.78万 减仓
DTCR GLOBAL X FDS $44.74万0.01%18,673 7834.4% $1.88万 加仓
SN SHARKNINJA INC $45.13万0.01%4,262 -421-9.0% -$4.46万 减仓
SLYG SPDR SERIES TRUST $45.74万0.01%4,734 -484-9.3% -$4.68万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $45.78万0.01%742 29465.6% $18.14万 加仓
IOT SAMSARA INC $45.83万0.01%14,462 4,38343.5% $13.89万 加仓
LUMN LUMEN TECHNOLOGIES INC $46.07万0.01%66,282 5,1958.5% $3.61万 加仓
DUK DUKE ENERGY CORP NEW $46.20万0.01%3,528 110.3% $1,441 加仓
HSBC HSBC HLDGS PLC $46.52万0.01%5,639 70914.4% $5.85万 加仓
CGBD CARLYLE SECURED LENDING INC $47.09万0.01%43,047 25,511145.5% $27.91万 加仓
NSC NORFOLK SOUTHN CORP $47.18万0.01%1,644 856108.6% $24.57万 加仓
FDX FEDEX CORP $47.26万0.01%1,327 16113.8% $5.73万 加仓
ENB ENBRIDGE INC $47.36万0.01%8,747 2,95351.0% $15.99万 加仓
YUM YUM BRANDS INC $47.41万0.01%3,049 -224-6.8% -$3.48万 减仓
RLI RLI CORP $47.74万0.01%8,370 -588-6.6% -$3.35万 减仓
MO ALTRIA GROUP INC $48.03万0.01%7,278 1,27721.3% $8.43万 加仓
PULS PGIM ETF TR $48.32万0.01%9,762 9,762— $48.32万 新建仓
DEUS DBX ETF TR $48.61万0.01%8,117 -131-1.6% -$7,846 减仓
BABA ALIBABA GROUP HLDG LTD $48.90万0.01%3,898 1,69576.9% $21.26万 加仓
SLB SLB LIMITED $49.28万0.01%9,099 83410.1% $4.52万 加仓
PRU PRUDENTIAL FINL INC $49.57万0.01%5,074 -290-5.4% -$2.83万 减仓
EPD ENTERPRISE PRODS PARTNERS L $50.04万0.01%13,225 2,28020.8% $8.63万 加仓
DHS WISDOMTREE TR $50.06万0.01%4,584 -1-0.0% -$109 减仓
USB US BANCORP $50.23万0.01%9,658 6727.5% $3.50万 加仓
PCVX VAXCYTE INC $50.25万0.01%8,647 -840-8.9% -$4.88万 减仓
MPC MARATHON PETE CORP $50.34万0.01%2,062 -75-3.5% -$1.83万 减仓
IUSG ISHARES TR $50.45万0.01%3,253 -1,281-28.3% -$19.87万 减仓
ISCG ISHARES TR $50.48万0.01%9,212 -194-2.1% -$1.06万 减仓
MKSI MKS INC. $50.56万0.01%2,200 -495-18.4% -$11.38万 减仓
GIS GENERAL MILLS INC $50.57万0.01%13,587 1200.9% $4,467 加仓
XLRE SELECT SECTOR SPDR TR $50.75万0.01%12,430 -9,059-42.2% -$36.99万 减仓
CHH CHOICE HOTELS INTL INC $51.03万0.01%4,930 -340-6.5% -$3.52万 减仓
UBER UBER TECHNOLOGIES INC $51.35万0.01%7,139 95015.3% $6.83万 加仓
AXON AXON ENTERPRISE INC $51.43万0.01%1,211 32436.5% $13.76万 加仓
LRCX LAM RESEARCH CORP $51.53万0.01%2,412 34316.6% $7.33万 加仓
WRB BERKLEY W R CORP $51.80万0.01%7,816 150.2% $994 加仓
CI THE CIGNA GROUP $51.82万0.01%2,230 56533.9% $13.13万 加仓
SPHY SPDR SERIES TRUST $51.94万0.01%22,272 4342.0% $1.01万 加仓
WAT WATERS CORP $52.29万0.01%1,756 1,756— $52.29万 新建仓
JLL JONES LANG LASALLE INC $53.23万0.02%1,749 1,749— $53.23万 新建仓
VPU VANGUARD WORLD FD $53.52万0.02%2,701 65131.8% $12.90万 加仓
DVYE ISHARES INC $53.64万0.02%15,603 6,45870.6% $22.20万 加仓
GL GLOBE LIFE INC $54.11万0.02%3,888 64820.0% $9.02万 加仓
SEIC SEI INVTS CO $54.12万0.02%6,897 -531-7.1% -$4.17万 减仓
EDIV SPDR INDEX SHS FDS $54.21万0.02%13,732 00.0% — 不变
ROKU ROKU INC $54.33万0.02%5,742 -414-6.7% -$3.92万 减仓
IAG IAMGOLD CORP $54.58万0.02%29,000 00.0% — 不变
FFIN FIRST FINL BANKSHARES INC $54.68万0.02%18,567 -1,255-6.3% -$3.70万 减仓
BRC BRADY CORP $54.68万0.02%6,731 6,731— $54.68万 新建仓
INTU INTUIT $54.87万0.02%1,269 231.8% $9,944 加仓
THO THOR INDS INC $54.88万0.02%6,870 -448-6.1% -$3.58万 减仓
JCI JOHNSON CONTROLS INTERNATION $54.91万0.02%4,193 1884.7% $2.46万 加仓
VHT VANGUARD WORLD FD $55.10万0.02%2,023 20711.4% $5.64万 加仓
EXPD EXPEDITORS INTL WASH INC $55.20万0.02%3,854 -414-9.7% -$5.93万 减仓
RQI COHEN & STEERS QUALITY INCOM $55.28万0.02%45,872 4,0009.6% $4.82万 加仓
EVTC EVERTEC INC $55.51万0.02%19,669 -1,396-6.6% -$3.94万 减仓
ITW ILLINOIS TOOL WKS INC $55.59万0.02%2,136 -106-4.7% -$2.76万 减仓
NTRA NATERA INC $55.62万0.02%2,781 -93-3.2% -$1.86万 减仓
NJUL INNOVATOR ETFS TRUST $56.73万0.02%7,944 00.0% — 不变
SNDK SANDISK CORP $56.80万0.02%894 894— $56.80万 新建仓
ALH ALLIANCE LAUNDRY HLDGS INC $56.86万0.02%27,414 27,414— $56.86万 新建仓
RIO RIO TINTO PLC $56.98万0.02%6,108 3405.9% $3.17万 加仓
BX BLACKSTONE INC $57.17万0.02%4,972 97024.2% $11.15万 加仓
DDS DILLARDS INC $57.21万0.02%1,000 1,000— $57.21万 新建仓
TYG TORTOISE ENERGY INFRSTRCTR C $57.73万0.02%11,581 4,62766.5% $23.06万 加仓
XLB SELECT SECTOR SPDR TR $58.02万0.02%11,611 2,57728.5% $12.88万 加仓
BSX BOSTON SCIENTIFIC CORP $58.39万0.02%9,305 3914.4% $2.45万 加仓
LPLA LPL FINL HLDGS INC $58.60万0.02%1,948 382.0% $1.14万 加仓
INGR INGREDION INC $58.65万0.02%5,206 60.1% $676 加仓
AVDE AMERICAN CENTY ETF TR $59.16万0.02%6,973 -584-7.7% -$4.95万 减仓
HCA HCA HEALTHCARE INC $59.39万0.02%1,255 342.8% $1.61万 加仓
SITE SITEONE LANDSCAPE SUPPLY INC $59.57万0.02%4,475 -266-5.6% -$3.54万 减仓
ALLE ALLEGION PLC $59.60万0.02%4,102 1,42153.0% $20.64万 加仓
SYBT STOCK YDS BANCORP INC $60.01万0.02%9,052 -606-6.3% -$4.02万 减仓
UL UNILEVER PLC $60.01万0.02%10,533 4,34770.3% $24.76万 加仓
BOTZ GLOBAL X FDS $60.35万0.02%18,167 480.3% $1,595 加仓
BKR BAKER HUGHES COMPANY $60.42万0.02%9,897 5906.3% $3.60万 加仓
— STARBOARD INVT TR $60.60万0.02%31,904 00.0% — 不变
VNLA JANUS DETROIT STR TR $60.85万0.02%12,455 -110-0.9% -$5,374 减仓
UNF UNIFIRST CORP MASS $60.96万0.02%2,423 -1,254-34.1% -$31.55万 减仓
EMR EMERSON ELEC CO $61.22万0.02%4,672 40.1% $524 加仓
MLM MARTIN MARIETTA MATLS INC $61.42万0.02%1,043 29940.2% $17.61万 加仓
LSTR LANDSTAR SYS INC $61.45万0.02%3,833 -510-11.7% -$8.18万 减仓
LPG DORIAN LPG LTD $61.56万0.02%18,000 -30-0.2% -$1,026 减仓
PKG PACKAGING CORP AMER $61.63万0.02%2,904 -157-5.1% -$3.33万 减仓
WM WASTE MGMT INC DEL $61.73万0.02%2,686 1345.3% $3.08万 加仓
CMCSA COMCAST CORP NEW $61.80万0.02%20,963 4,73929.2% $13.97万 加仓
BE BLOOM ENERGY CORP $61.92万0.02%4,570 120.3% $1,626 加仓
— DIMENSIONAL ETF TRUST $62.68万0.02%8,813 150.2% $1,067 加仓
IYH ISHARES TR $62.81万0.02%10,190 10,190— $62.81万 新建仓
LKQ LKQ CORP $63.29万0.02%21,549 930.4% $2,731 加仓