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
VGT VANGUARD WORLD FD $95.52万0.03%1,369 413.1% $2.86万 加仓
URTH ISHARES INC $95.61万0.03%5,311 -90-1.7% -$1.62万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $95.65万0.03%28,325 18,991203.5% $64.13万 加仓
EZU ISHARES INC $96.34万0.03%15,380 -1,676-9.8% -$10.50万 减仓
HLI HOULIHAN LOKEY INC $96.69万0.03%6,732 -318-4.5% -$4.57万 减仓
PGR PROGRESSIVE CORP $96.81万0.03%4,883 2,452100.9% $48.61万 加仓
PYPL PAYPAL HLDGS INC $97.04万0.03%21,454 -2,363-9.9% -$10.69万 减仓
TLH ISHARES TR $97.29万0.03%9,659 9,659— $97.29万 新建仓
SHY ISHARES TR $97.90万0.03%11,857 -10,902-47.9% -$90.01万 减仓
NAD NUVEEN QUALITY MUNCP INCOME $98.00万0.03%85,217 2,1002.5% $2.42万 加仓
ADSK AUTODESK INC $98.15万0.03%4,100 -651-13.7% -$15.58万 减仓
LH LABCORP HOLDINGS INC $98.35万0.03%3,686 00.0% — 不变
PWR QUANTA SVCS INC $98.56万0.03%1,795 30420.4% $16.69万 加仓
CB CHUBB LTD SWITZ $98.65万0.03%3,027 -1,192-28.3% -$38.85万 减仓
PPH VANECK ETF TRUST $100.00万0.03%9,627 9,627— $100.00万 新建仓
IWS ISHARES TR $100.34万0.03%6,885 340.5% $4,955 加仓
VONV VANGUARD SCOTTSDALE FDS $100.46万0.03%10,717 470.4% $4,406 加仓
TFC TRUIST FINL CORP $100.52万0.03%21,867 1,1525.6% $5.30万 加仓
— AMERICAN CENTY ETF TR $100.78万0.03%15,889 -2,489-13.5% -$15.79万 减仓
QLD PROSHARES TR $101.08万0.03%16,570 00.0% — 不变
LOW LOWES COS INC $101.42万0.03%4,293 2897.2% $6.83万 加仓
RNR RENAISSANCERE HLDGS LTD $101.44万0.03%3,413 -696-16.9% -$20.69万 减仓
AOM ISHARES TR $102.33万0.03%21,603 3791.8% $1.80万 加仓
NVS NOVARTIS AG $103.89万0.03%6,801 4316.8% $6.58万 加仓
BINC BLACKROCK ETF TRUST II $104.41万0.03%20,106 6,21444.7% $32.27万 加仓
VT VANGUARD INTL EQUITY INDEX F $105.74万0.03%7,645 140.2% $1,936 加仓
ACGL ARCH CAP GROUP LTD $105.79万0.03%11,021 -1,411-11.3% -$13.54万 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $107.17万0.03%10,368 -367-3.4% -$3.79万 减仓
XLV SELECT SECTOR SPDR TR $107.21万0.03%7,312 -280-3.7% -$4.11万 减仓
SPYX SPDR SERIES TRUST $107.56万0.03%20,283 -276-1.3% -$1.46万 减仓
FNF FIDELITY NATL FINL INC $107.76万0.03%23,234 1,1625.3% $5.39万 加仓
REGN REGENERON PHARMACEUTICALS $108.10万0.03%1,399 -110-7.3% -$8.50万 减仓
CEFS EXCHANGE LISTED FDS TR $108.71万0.03%48,209 3,1507.0% $7.10万 加仓
RBA RB GLOBAL INC $109.25万0.03%11,398 7477.0% $7.16万 加仓
PANW PALO ALTO NETWORKS INC $109.55万0.03%6,833 4,331173.1% $69.44万 加仓
IHE ISHARES TR $111.44万0.03%12,856 12,856— $111.44万 新建仓
— INVESCO EXCH TRD SLF IDX FD $112.06万0.03%44,085 36,292465.7% $92.25万 加仓
PFE PFIZER INC $112.08万0.03%39,915 -7,927-16.6% -$22.26万 减仓
HYG ISHARES TR $112.56万0.03%14,148 1,55012.3% $12.33万 加仓
AMAT APPLIED MATLS INC $113.71万0.03%3,327 41914.4% $14.32万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $114.35万0.03%101,823 2,1732.2% $2.44万 加仓
WWD WOODWARD INC $114.89万0.03%3,210 96042.7% $34.36万 加仓
FISV FISERV INC $115.33万0.03%20,669 2,92616.5% $16.33万 加仓
OMC OMNICOM GROUP INC $117.38万0.03%15,586 1,96614.4% $14.81万 加仓
SBUX STARBUCKS CORP $119.40万0.03%13,327 1,74115.0% $15.60万 加仓
ASML ASML HLDG NV $119.95万0.03%908 546.3% $7.13万 加仓
RL RALPH LAUREN CORP $120.12万0.03%3,492 3,492— $120.12万 新建仓
GRNY TIDAL TRUST I $120.50万0.03%50,483 9,27222.5% $22.13万 加仓
CCI CROWN CASTLE INC $120.98万0.03%14,879 4002.8% $3.25万 加仓
FTAI FTAI AVIATION LTD $121.50万0.03%4,959 -358-6.7% -$8.77万 减仓
LIN LINDE PLC $121.96万0.03%2,460 25311.5% $12.54万 加仓
ROAD CONSTRUCTION PARTNERS INC $122.30万0.03%11,006 -819-6.9% -$9.10万 减仓
XLC SELECT SECTOR SPDR TR $122.56万0.03%11,055 -493-4.3% -$5.47万 减仓
FTLS FIRST TR EXCH TRADED FD III $123.91万0.04%17,611 17,611— $123.91万 新建仓
RBC RBC BEARINGS INC $124.37万0.04%2,290 -410-15.2% -$22.27万 减仓
MSTR STRATEGY INC $124.89万0.04%10,007 5696.0% $7.10万 加仓
ASND ASCENDIS PHARMA A/S $124.96万0.04%5,463 -1,042-16.0% -$23.83万 减仓
CL COLGATE PALMOLIVE CO $125.02万0.04%14,669 3072.1% $2.62万 加仓
GILD GILEAD SCIENCES INC $125.76万0.04%9,627 1,51118.6% $19.74万 加仓
LMT LOCKHEED MARTIN CORP $126.93万0.04%2,100 1,051100.2% $63.53万 加仓
GIL GILDAN ACTIVEWEAR INC $127.46万0.04%22,904 -1,800-7.3% -$10.02万 减仓
IWL ISHARES TR $127.47万0.04%7,943 -280-3.4% -$4.49万 减仓
SHW SHERWIN WILLIAMS CO $131.16万0.04%4,092 751.9% $2.40万 加仓
XPH SPDR SERIES TRUST $131.57万0.04%24,324 24,324— $131.57万 新建仓
KKR KKR & CO INC $132.81万0.04%14,358 4,27142.3% $39.51万 加仓
XLY SELECT SECTOR SPDR TR $134.79万0.04%12,368 -65-0.5% -$7,084 减仓
XLG INVESCO EXCHANGE TRADED FD T $135.36万0.04%24,912 -974-3.8% -$5.29万 减仓
WTM WHITE MTNS INS GROUP LTD $135.55万0.04%617 00.0% — 不变
FTSM FIRST TR EXCHANGE-TRADED FD $136.07万0.04%22,762 22,762— $136.07万 新建仓
MMM 3M CO $136.33万0.04%9,387 1992.2% $2.89万 加仓
VRTX VERTEX PHARMACEUTICALS INC $136.40万0.04%3,054 -248-7.5% -$11.08万 减仓
ITA ISHARES TR $136.89万0.04%6,258 4848.4% $10.59万 加仓
COF CAPITAL ONE FINL CORP $137.08万0.04%7,514 2,16040.3% $39.41万 加仓
MDT MEDTRONIC PLC $137.33万0.04%15,849 1,56711.0% $13.58万 加仓
ETN EATON CORP PLC $138.94万0.04%3,884 230.6% $8,227 加仓
WDC WESTERN DIGITAL CORP $140.41万0.04%5,191 1,08226.3% $29.27万 加仓
ADI ANALOG DEVICES INC $143.23万0.04%4,502 2024.7% $6.43万 加仓
HAP VANECK ETF TRUST $143.62万0.04%19,817 19,817— $143.62万 新建仓
ANGL VANECK ETF TRUST $144.65万0.04%50,367 -962-1.9% -$2.76万 减仓
KO COCA COLA CO $146.82万0.04%19,306 1,4478.1% $11.00万 加仓
DKS DICKS SPORTING GOODS INC $147.25万0.04%7,426 5,674323.9% $112.51万 重新持有
MNST MONSTER BEVERAGE CORP NEW $147.64万0.04%20,375 -1,798-8.1% -$13.03万 减仓
SGOV ISHARES TR $150.02万0.04%14,903 -4,608-23.6% -$46.38万 减仓
MS MORGAN STANLEY $151.36万0.04%9,197 -258-2.7% -$4.25万 减仓
IWR ISHARES TR $151.47万0.04%15,578 3672.4% $3.57万 加仓
SPEM SPDR INDEX SHS FDS $153.16万0.04%32,650 -157,146-82.8% -$737.17万 减仓
ICF ISHARES TR $153.37万0.04%24,781 -1,303-5.0% -$8.06万 减仓
SCHW SCHWAB CHARLES CORP $156.19万0.04%16,620 -1,568-8.6% -$14.74万 减仓
VIG VANGUARD SPECIALIZED FUNDS $161.55万0.05%7,512 82512.3% $17.74万 加仓
MTUM ISHARES TR $161.86万0.05%6,744 -19-0.3% -$4,560 减仓
SHOP SHOPIFY INC $162.83万0.05%13,727 -750-5.2% -$8.90万 减仓
IBB ISHARES TR $163.91万0.05%9,707 2,17028.8% $36.64万 加仓
FJAN FIRST TR EXCHNG TRADED FD VI $163.94万0.05%32,521 -502-1.5% -$2.53万 减仓
IBIT ISHARES BITCOIN TRUST ETF $164.61万0.05%42,844 2780.7% $1.07万 加仓
MDYG SPDR SERIES TRUST $165.48万0.05%17,245 2781.6% $2.67万 加仓
VUSB VANGUARD BD INDEX FDS $166.66万0.05%33,476 6281.9% $3.13万 加仓
SCHI SCHWAB STRATEGIC TR $166.90万0.05%73,590 -956-1.3% -$2.17万 减仓
COR CENCORA INC $173.66万0.05%5,528 160.3% $5,026 加仓
ET ENERGY TRANSFER L P $174.87万0.05%90,606 4460.5% $8,608 加仓
MRVL MARVELL TECHNOLOGY INC $176.33万0.05%17,802 -200-1.1% -$1.98万 减仓