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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $1.90亿 | 5.39% | 435,418 | -11,866 | -2.7% | -$517.61万 | 减仓 |
| DGRO | ISHARES TR | $1.33亿 | 3.78% | 1,899,744 | -7,921 | -0.4% | -$55.59万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $9,732.29万 | 2.76% | 528,225 | -12,601 | -2.3% | -$232.17万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $9,197.82万 | 2.61% | 357,505 | 8,348 | 2.4% | $214.78万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $7,018.15万 | 1.99% | 978,139 | -42,503 | -4.2% | -$304.96万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $6,703.58万 | 1.90% | 793,135 | -14,730 | -1.8% | -$124.50万 | 减仓 |
| IVV | ISHARES TR | $5,667.94万 | 1.61% | 86,770 | -4,961 | -5.4% | -$324.06万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $5,378.70万 | 1.53% | 730,405 | 241,280 | 49.3% | $1,776.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,225.28万 | 1.48% | 109,042 | 218 | 0.2% | $10.45万 | 加仓 |
| AAPL | APPLE INC | $5,033.71万 | 1.43% | 198,441 | 16,139 | 8.9% | $409.39万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $4,851.17万 | 1.38% | 2,599,716 | -15,498 | -0.6% | -$28.92万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,603.68万 | 1.31% | 77,043 | 3,792 | 5.2% | $226.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,593.05万 | 1.30% | 263,363 | 14,457 | 5.8% | $252.13万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $4,425.63万 | 1.26% | 2,688,721 | -25,752 | -0.9% | -$42.39万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $4,322.14万 | 1.23% | 2,202,366 | -174,993 | -7.4% | -$343.42万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $4,179.87万 | 1.19% | 738,755 | 49,038 | 7.1% | $277.46万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,102.88万 | 1.16% | 642,047 | 22,790 | 3.7% | $145.64万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,090.52万 | 1.16% | 208,487 | 6,250 | 3.1% | $122.63万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $3,957.93万 | 1.12% | 131,049 | -2,044 | -1.5% | -$61.73万 | 减仓 |
| IMCG | ISHARES TR | $3,513.98万 | 1.00% | 446,106 | -179,614 | -28.7% | -$1,414.82万 | 减仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $3,423.43万 | 0.97% | 525,711 | 17,795 | 3.5% | $115.88万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,377.56万 | 0.96% | 129,053 | -24,812 | -16.1% | -$649.38万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $3,353.88万 | 0.95% | 434,553 | 12,998 | 3.1% | $100.32万 | 加仓 |
| SMIZ | ZACKS TRUST | $3,291.72万 | 0.93% | 887,974 | 206,353 | 30.3% | $764.95万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,088.59万 | 0.88% | 279,586 | -13,177 | -4.5% | -$145.57万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,036.80万 | 0.86% | 46,696 | 6,330 | 15.7% | $411.66万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,956.00万 | 0.84% | 376,993 | 11,216 | 3.1% | $87.94万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,945.99万 | 0.84% | 392,275 | -4,316 | -1.1% | -$32.41万 | 减仓 |
| AGG | ISHARES TR | $2,912.90万 | 0.83% | 293,531 | 267,372 | 1,022.1% | $2,653.31万 | 加仓 |
| TLT | ISHARES TR | $2,711.16万 | 0.77% | 312,742 | 308,980 | 8,213.2% | $2,678.55万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,657.41万 | 0.75% | 549,962 | 9,585 | 1.8% | $46.31万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $2,615.53万 | 0.74% | 982,911 | 68,579 | 7.5% | $182.49万 | 加仓 |
| IVW | ISHARES TR | $2,610.89万 | 0.74% | 230,828 | 9,190 | 4.1% | $103.95万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $2,568.18万 | 0.73% | 1,058,171 | 74,310 | 7.6% | $180.35万 | 加仓 |
| GLD | SPDR GOLD TR | $2,526.69万 | 0.72% | 58,721 | 34,783 | 145.3% | $1,496.67万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,511.81万 | 0.71% | 522,750 | 37,404 | 7.7% | $179.73万 | 加仓 |
| MUB | ISHARES TR | $2,336.22万 | 0.66% | 220,186 | -32,832 | -13.0% | -$348.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,296.17万 | 0.65% | 62,030 | 8,165 | 15.2% | $302.24万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,291.84万 | 0.65% | 276,960 | 3,948 | 1.4% | $32.67万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $2,195.53万 | 0.62% | 712,602 | 712,602 | — | $2,195.53万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,167.26万 | 0.61% | 863,449 | 17,308 | 2.0% | $43.44万 | 加仓 |
| MGV | VANGUARD WORLD FD | $2,146.73万 | 0.61% | 148,688 | -42,985 | -22.4% | -$620.61万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2,041.44万 | 0.58% | 93,968 | 391 | 0.4% | $8.49万 | 加仓 |
| AMZN | AMAZON COM INC | $2,013.72万 | 0.57% | 96,688 | 9,380 | 10.7% | $195.36万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,991.72万 | 0.56% | 54,205 | -3,803 | -6.6% | -$139.74万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,906.31万 | 0.54% | 562,999 | 13,506 | 2.5% | $45.73万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,855.77万 | 0.53% | 125,305 | -13,348 | -9.6% | -$197.68万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,839.04万 | 0.52% | 340,249 | -4,154 | -1.2% | -$22.45万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,696.07万 | 0.48% | 286,401 | 11,711 | 4.3% | $69.35万 | 加仓 |
| GOOGL | ALPHABET INC | $1,635.54万 | 0.46% | 56,877 | 1,662 | 3.0% | $47.79万 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $1,616.25万 | 0.46% | 158,534 | 7,763 | 5.1% | $79.14万 | 加仓 |
| FLOT | ISHARES TR | $1,585.79万 | 0.45% | 311,245 | -51,163 | -14.1% | -$260.68万 | 减仓 |
| HEGD | LISTED FDS TR | $1,423.03万 | 0.40% | 576,125 | 11,391 | 2.0% | $28.14万 | 加仓 |
| HYLB | DBX ETF TR | $1,401.46万 | 0.40% | 387,572 | 23,615 | 6.5% | $85.39万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,390.20万 | 0.39% | 477,240 | 311,810 | 188.5% | $908.30万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,362.45万 | 0.39% | 57,337 | 81 | 0.1% | $1.92万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,348.99万 | 0.38% | 23,372 | 3,016 | 14.8% | $174.08万 | 加仓 |
| GOOG | ALPHABET INC | $1,339.87万 | 0.38% | 46,708 | 1,452 | 3.2% | $41.65万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,318.03万 | 0.37% | 131,988 | 111,642 | 548.7% | $1,114.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,317.49万 | 0.37% | 41,067 | 1,263 | 3.2% | $40.52万 | 加仓 |
| META | META PLATFORMS INC | $1,304.96万 | 0.37% | 22,809 | 412 | 1.8% | $23.57万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,279.70万 | 0.36% | 417,210 | 5,229 | 1.3% | $16.04万 | 加仓 |
| BA | BOEING CO | $1,277.16万 | 0.36% | 64,169 | -50 | -0.1% | -$9,952 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,265.18万 | 0.36% | 46,048 | -9,042 | -16.4% | -$248.43万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,218.92万 | 0.35% | 36,080 | 4,752 | 15.2% | $160.54万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,204.84万 | 0.34% | 118,424 | 3,172 | 2.8% | $32.27万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,179.90万 | 0.33% | 386,852 | 372,356 | 2,568.7% | $1,135.69万 | 加仓 |
| AVGO | BROADCOM INC | $1,176.87万 | 0.33% | 38,024 | 1,925 | 5.3% | $59.58万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,166.91万 | 0.33% | 376,909 | 39,667 | 11.8% | $122.81万 | 加仓 |
| IGSB | ISHARES TR | $1,126.30万 | 0.32% | 214,288 | 361 | 0.2% | $1.90万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,111.95万 | 0.32% | 144,438 | 7,449 | 5.4% | $57.35万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,101.99万 | 0.31% | 172,428 | 1,854 | 1.1% | $11.85万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,101.94万 | 0.31% | 28,741 | 24,671 | 606.2% | $945.90万 | 加仓 |
| — | EXXON MOBIL CORP | $1,084.64万 | 0.31% | 63,930 | 3,436 | 5.7% | $58.30万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,072.40万 | 0.30% | 130,098 | 130,098 | — | $1,072.40万 | 新建仓 |
| ABBV | ABBVIE INC | $1,071.34万 | 0.30% | 49,259 | -1,321 | -2.6% | -$28.73万 | 减仓 |
| IXG | ISHARES TR | $1,050.78万 | 0.30% | 92,173 | 92,173 | — | $1,050.78万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1,049.97万 | 0.30% | 159,837 | 10,217 | 6.8% | $67.12万 | 加仓 |
| EFG | ISHARES TR | $1,032.67万 | 0.29% | 92,724 | 1,234 | 1.3% | $13.74万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,019.37万 | 0.29% | 175,210 | 152,914 | 685.8% | $889.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,017.24万 | 0.29% | 34,581 | 1,470 | 4.4% | $43.24万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,011.04万 | 0.29% | 114,083 | 1,018 | 0.9% | $9.02万 | 加仓 |
| TSLA | TESLA INC | $984.38万 | 0.28% | 26,480 | 2,392 | 9.9% | $88.92万 | 加仓 |
| AIA | ISHARES TR | $971.29万 | 0.28% | 91,502 | 91,502 | — | $971.29万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $935.17万 | 0.27% | 168,439 | 55,566 | 49.2% | $308.50万 | 加仓 |
| EFA | ISHARES TR | $918.06万 | 0.26% | 94,519 | 62,996 | 199.8% | $611.88万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $859.76万 | 0.24% | 202,106 | 152,534 | 307.7% | $648.88万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $854.11万 | 0.24% | 397,445 | 23,744 | 6.4% | $51.03万 | 加仓 |
| GLDM | WORLD GOLD TR | $845.41万 | 0.24% | 91,208 | -2,146 | -2.3% | -$19.89万 | 减仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $837.99万 | 0.24% | 573,966 | 573,966 | — | $837.99万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $831.34万 | 0.24% | 358,722 | 7,690 | 2.2% | $17.82万 | 加仓 |
| ORCL | ORACLE CORP | $800.78万 | 0.23% | 54,434 | -5,379 | -9.0% | -$79.13万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $781.15万 | 0.22% | 336,413 | 16,467 | 5.1% | $38.24万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $773.53万 | 0.22% | 94,356 | 87,849 | 1,350.1% | $720.19万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $771.12万 | 0.22% | 450,684 | 450,684 | — | $771.12万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $769.90万 | 0.22% | 197,614 | -14,883 | -7.0% | -$57.98万 | 减仓 |
| WPC | WP CAREY INC | $767.81万 | 0.22% | 112,980 | 112,980 | — | $767.81万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $756.27万 | 0.21% | 148,873 | 139,600 | 1,505.4% | $709.17万 | 加仓 |
| UNP | UNION PAC CORP | $752.43万 | 0.21% | 31,013 | -1,292 | -4.0% | -$31.35万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $742.62万 | 0.21% | 75,847 | 9,354 | 14.1% | $91.59万 | 加仓 |