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 |
|---|---|---|---|---|---|---|---|---|
| ARKK | ARK ETF TR | $177.17万 | 0.05% | 26,212 | 16,376 | 166.5% | $110.69万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $177.17万 | 0.05% | 8,516 | -103 | -1.2% | -$2.14万 | 减仓 |
| PSX | PHILLIPS 66 | $180.56万 | 0.05% | 9,911 | 94 | 1.0% | $1.71万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $180.98万 | 0.05% | 7,701 | 996 | 14.9% | $23.41万 | 加仓 |
| VLO | VALERO ENERGY CORP | $188.50万 | 0.05% | 7,629 | 3,558 | 87.4% | $87.91万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $188.80万 | 0.05% | 31,984 | 263 | 0.8% | $1.55万 | 加仓 |
| USMV | ISHARES TR | $189.19万 | 0.05% | 20,400 | 709 | 3.6% | $6.58万 | 加仓 |
| SNPE | DBX ETF TR | $189.72万 | 0.05% | 31,859 | -168 | -0.5% | -$1.00万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $191.25万 | 0.05% | 9,385 | 534 | 6.0% | $10.88万 | 加仓 |
| BIL | SPDR SERIES TRUST | $191.49万 | 0.05% | 20,896 | 7,274 | 53.4% | $66.66万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $192.88万 | 0.05% | 11,641 | 179 | 1.6% | $2.97万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $198.46万 | 0.06% | 4,038 | -358 | -8.1% | -$17.60万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $200.30万 | 0.06% | 12,735 | 128 | 1.0% | $2.01万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $202.92万 | 0.06% | 98,315 | 98,315 | — | $202.92万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $203.16万 | 0.06% | 104,024 | -29,216 | -21.9% | -$57.06万 | 减仓 |
| QCOM | QUALCOMM INC | $204.25万 | 0.06% | 15,860 | 1,778 | 12.6% | $22.90万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $204.65万 | 0.06% | 71,216 | 71,216 | — | $204.65万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $206.02万 | 0.06% | 20,370 | 3,435 | 20.3% | $34.74万 | 加仓 |
| RTX | RTX CORPORATION | $207.20万 | 0.06% | 11,145 | 1,114 | 11.1% | $20.71万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $209.36万 | 0.06% | 41,734 | 6,711 | 19.2% | $33.67万 | 加仓 |
| BP | BP PLC | $209.52万 | 0.06% | 44,580 | 661 | 1.5% | $3.11万 | 加仓 |
| IYW | ISHARES TR | $211.49万 | 0.06% | 11,658 | 3,524 | 43.3% | $63.93万 | 加仓 |
| T | AT&T INC | $212.67万 | 0.06% | 73,361 | 239 | 0.3% | $6,929 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $213.72万 | 0.06% | 13,065 | 5,694 | 77.2% | $93.14万 | 加仓 |
| AOR | ISHARES TR | $215.55万 | 0.06% | 33,497 | 7,897 | 30.8% | $50.82万 | 加仓 |
| TJX | TJX COS INC NEW | $215.84万 | 0.06% | 13,515 | 255 | 1.9% | $4.07万 | 加仓 |
| IYF | ISHARES TR | $216.70万 | 0.06% | 18,418 | -1,152 | -5.9% | -$13.55万 | 减仓 |
| IJJ | ISHARES TR | $219.74万 | 0.06% | 16,584 | 125 | 0.8% | $1.66万 | 加仓 |
| DHR | DANAHER CORP DEL | $222.24万 | 0.06% | 11,721 | -2,082 | -15.1% | -$39.48万 | 减仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $223.73万 | 0.06% | 105,782 | 105,782 | — | $223.73万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $227.12万 | 0.06% | 1,647 | -254 | -13.4% | -$35.03万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $227.36万 | 0.06% | 69,003 | 2,101 | 3.1% | $6.92万 | 加仓 |
| SHYG | ISHARES TR | $227.65万 | 0.06% | 53,806 | -121,695 | -69.3% | -$514.89万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $227.66万 | 0.06% | 20,755 | 42 | 0.2% | $4,607 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $229.29万 | 0.07% | 99,907 | 24,560 | 32.6% | $56.37万 | 加仓 |
| DOW | DOW HLDGS INC | $234.19万 | 0.07% | 56,228 | 19,485 | 53.0% | $81.15万 | 加仓 |
| LQD | ISHARES TR | $235.69万 | 0.07% | 21,625 | -150 | -0.7% | -$1.63万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $236.57万 | 0.07% | 10,801 | 594 | 5.8% | $13.01万 | 加仓 |
| IWM | ISHARES TR | $236.84万 | 0.07% | 9,650 | 3,219 | 50.1% | $79.00万 | 加仓 |
| SOXX | ISHARES TR | $238.20万 | 0.07% | 7,248 | 569 | 8.5% | $18.70万 | 加仓 |
| IJS | ISHARES TR | $238.29万 | 0.07% | 20,118 | -1,172 | -5.5% | -$13.88万 | 减仓 |
| SYK | STRYKER CORPORATION | $238.39万 | 0.07% | 7,255 | -1,830 | -20.1% | -$60.13万 | 减仓 |
| ECL | ECOLAB INC | $241.99万 | 0.07% | 9,096 | -25 | -0.3% | -$6,651 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $243.63万 | 0.07% | 39,013 | 9,326 | 31.4% | $58.24万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $244.25万 | 0.07% | 15,102 | -439 | -2.8% | -$7.10万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $245.15万 | 0.07% | 16,759 | -212 | -1.2% | -$3.10万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $245.61万 | 0.07% | 51,664 | 51,664 | — | $245.61万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $246.95万 | 0.07% | 50,020 | 9,514 | 23.5% | $46.97万 | 加仓 |
| SLV | ISHARES SILVER TR | $251.53万 | 0.07% | 36,913 | -9,341 | -20.2% | -$63.65万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $251.58万 | 0.07% | 101,566 | 101,566 | — | $251.58万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $252.30万 | 0.07% | 54,979 | 17,862 | 48.1% | $81.97万 | 加仓 |
| BMI | BADGER METER INC | $253.37万 | 0.07% | 16,631 | 6,441 | 63.2% | $98.13万 | 加仓 |
| PEP | PEPSICO INC | $254.44万 | 0.07% | 16,385 | 580 | 3.7% | $9.01万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $254.81万 | 0.07% | 27,435 | 350 | 1.3% | $3.25万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $256.18万 | 0.07% | 99,912 | -10,272 | -9.3% | -$26.34万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $257.71万 | 0.07% | 12,996 | -110 | -0.8% | -$2.18万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $257.97万 | 0.07% | 37,506 | 31,048 | 480.8% | $213.55万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $258.42万 | 0.07% | 32,600 | 425 | 1.3% | $3.37万 | 加仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $258.75万 | 0.07% | 72,876 | 72,876 | — | $258.75万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $259.57万 | 0.07% | 58,501 | 58,501 | — | $259.57万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $263.06万 | 0.07% | 64,842 | 64,842 | — | $263.06万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $264.61万 | 0.08% | 9,779 | -301 | -3.0% | -$8.14万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $268.82万 | 0.08% | 60,265 | 60,265 | — | $268.82万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $269.05万 | 0.08% | 16,392 | 1,824 | 12.5% | $29.94万 | 加仓 |
| USFD | US FOODS HLDG CORP | $270.00万 | 0.08% | 29,281 | 281 | 1.0% | $2.59万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $275.56万 | 0.08% | 164,815 | 6,781 | 4.3% | $11.34万 | 加仓 |
| CTVA | CORTEVA INC | $276.77万 | 0.08% | 33,064 | 163 | 0.5% | $1.36万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $277.64万 | 0.08% | 45,420 | 13,425 | 42.0% | $82.06万 | 加仓 |
| SCZ | ISHARES TR | $281.06万 | 0.08% | 35,943 | -1,139 | -3.1% | -$8.91万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.08% | 4 | -1 | -20.0% | -$71.81万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $289.66万 | 0.08% | 152,934 | 152,934 | — | $289.66万 | 新建仓 |
| IVE | ISHARES TR | $290.32万 | 0.08% | 13,749 | 557 | 4.2% | $11.76万 | 加仓 |
| — | HONEYWELL INTL INC | $293.30万 | 0.08% | 12,976 | -37 | -0.3% | -$8,363 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $298.37万 | 0.08% | 37,037 | 32,345 | 689.4% | $260.57万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $299.72万 | 0.09% | 145,581 | 47,697 | 48.7% | $98.20万 | 加仓 |
| DE | DEERE & CO | $301.13万 | 0.09% | 5,346 | -38 | -0.7% | -$2.14万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $303.32万 | 0.09% | 148,517 | -3,546 | -2.3% | -$7.24万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $305.14万 | 0.09% | 9,029 | 936 | 11.6% | $31.63万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $307.75万 | 0.09% | 15,128 | 888 | 6.2% | $18.06万 | 加仓 |
| IWP | ISHARES TR | $311.12万 | 0.09% | 24,383 | 271 | 1.1% | $3.46万 | 加仓 |
| COMT | ISHARES U S ETF TR | $318.19万 | 0.09% | 94,111 | -3,256 | -3.3% | -$11.01万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $319.61万 | 0.09% | 81,037 | 502 | 0.6% | $1.98万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $330.49万 | 0.09% | 127,110 | 96,643 | 317.2% | $251.27万 | 加仓 |
| BLK | BLACKROCK INC | $330.53万 | 0.09% | 3,437 | -50 | -1.4% | -$4.81万 | 减仓 |
| COP | CONOCOPHILLIPS | $331.32万 | 0.09% | 25,100 | -3,084 | -10.9% | -$40.71万 | 减仓 |
| CRM | SALESFORCE INC | $340.42万 | 0.10% | 18,236 | 1,995 | 12.3% | $37.24万 | 加仓 |
| BOND | PIMCO ETF TR | $348.28万 | 0.10% | 37,742 | 37,742 | — | $348.28万 | 新建仓 |
| IWD | ISHARES TR | $349.52万 | 0.10% | 16,358 | 33 | 0.2% | $7,051 | 加仓 |
| SPSB | SPDR SERIES TRUST | $350.77万 | 0.10% | 116,650 | 227 | 0.2% | $6,826 | 加仓 |
| GE | GE AEROSPACE | $350.81万 | 0.10% | 12,362 | 798 | 6.9% | $22.65万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $351.45万 | 0.10% | 195,035 | 195,035 | — | $351.45万 | 新建仓 |
| DFIS | DIMENSIONAL ETF TRUST | $351.70万 | 0.10% | 104,455 | 2,984 | 2.9% | $10.05万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $363.05万 | 0.10% | 124,417 | -2,442 | -1.9% | -$7.13万 | 减仓 |
| IEMG | ISHARES INC | $370.68万 | 0.11% | 53,434 | 6,522 | 13.9% | $45.24万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $374.33万 | 0.11% | 180,401 | 180,401 | — | $374.33万 | 新建仓 |
| BAC | BANK AMERICA CORP | $380.55万 | 0.11% | 78,061 | -1,210 | -1.5% | -$5.90万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $385.25万 | 0.11% | 27,131 | -183 | -0.7% | -$2.60万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $389.78万 | 0.11% | 19,184 | 7,094 | 58.7% | $144.14万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $392.57万 | 0.11% | 42,321 | 10 | 0.0% | $928 | 加仓 |
| IWY | ISHARES TR | $394.98万 | 0.11% | 15,873 | -533 | -3.2% | -$13.26万 | 减仓 |