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
BSCU INVESCO EXCH TRD SLF IDX FD $275.56万0.08%164,815 6,7814.3% $11.34万 加仓
USFD US FOODS HLDG CORP $270.00万0.08%29,281 2811.0% $2.59万 加仓
DELL DELL TECHNOLOGIES INC $269.05万0.08%16,392 1,82412.5% $29.94万 加仓
— BITWISE 10 CRYPTO INDEX ETF $268.82万0.08%60,265 60,265— $268.82万 新建仓
UNH UNITEDHEALTH GROUP INC $264.61万0.08%9,779 -301-3.0% -$8.14万 减仓
HYLS FIRST TR EXCHANGE-TRADED FD $263.06万0.07%64,842 64,842— $263.06万 新建仓
GLPI GAMING & LEISURE P $259.57万0.07%58,501 58,501— $259.57万 新建仓
AFMC FIRST TR EXCHNG TRADED FD VI $258.75万0.07%72,876 72,876— $258.75万 新建仓
VCSH VANGUARD SCOTTSDALE FDS $258.42万0.07%32,600 4251.3% $3.37万 加仓
BLV VANGUARD BD INDEX FDS $257.97万0.07%37,506 31,048480.8% $213.55万 加仓
ACN ACCENTURE PLC IRELAND $257.71万0.07%12,996 -110-0.8% -$2.18万 减仓
SCHX SCHWAB STRATEGIC TR $256.18万0.07%99,912 -10,272-9.3% -$26.34万 减仓
NEE NEXTERA ENERGY INC $254.81万0.07%27,435 3501.3% $3.25万 加仓
PEP PEPSICO INC $254.44万0.07%16,385 5803.7% $9.01万 加仓
BMI BADGER METER INC $253.37万0.07%16,631 6,44163.2% $98.13万 加仓
XLU SELECT SECTOR SPDR TR $252.30万0.07%54,979 17,86248.1% $81.97万 加仓
UCON FIRST TR EXCHNG TRADED FD VI $251.58万0.07%101,566 101,566— $251.58万 新建仓
SLV ISHARES SILVER TR $251.53万0.07%36,913 -9,341-20.2% -$63.65万 减仓
XLF SELECT SECTOR SPDR TR $246.95万0.07%50,020 9,51423.5% $46.97万 加仓
FMHI FIRST TR EXCH TRADED FD III $245.61万0.07%51,664 51,664— $245.61万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $245.15万0.07%16,759 -212-1.2% -$3.10万 减仓
XLI SELECT SECTOR SPDR TR $244.25万0.07%15,102 -439-2.8% -$7.10万 减仓
— DIMENSIONAL ETF TRUST $243.63万0.07%39,013 9,32631.4% $58.24万 加仓
ECL ECOLAB INC $241.99万0.07%9,096 -25-0.3% -$6,651 减仓
SYK STRYKER CORPORATION $238.39万0.07%7,255 -1,830-20.1% -$60.13万 减仓
IJS ISHARES TR $238.29万0.07%20,118 -1,172-5.5% -$13.88万 减仓
SOXX ISHARES TR $238.20万0.07%7,248 5698.5% $18.70万 加仓
IWM ISHARES TR $236.84万0.07%9,650 3,21950.1% $79.00万 加仓
RSG REPUBLIC SVCS INC $236.57万0.07%10,801 5945.8% $13.01万 加仓
LQD ISHARES TR $235.69万0.07%21,625 -150-0.7% -$1.63万 减仓
DOW DOW HLDGS INC $234.19万0.07%56,228 19,48553.0% $81.15万 加仓
FTHI FIRST TR EXCHANGE TRADED FD $229.29万0.07%99,907 24,56032.6% $56.37万 加仓
VONG VANGUARD SCOTTSDALE FDS $227.66万0.06%20,755 420.2% $4,607 加仓
SHYG ISHARES TR $227.65万0.06%53,806 -121,695-69.3% -$514.89万 减仓
SCHE SCHWAB STRATEGIC TR $227.36万0.06%69,003 2,1013.1% $6.92万 加仓
FIX COMFORT SYS USA INC $227.12万0.06%1,647 -254-13.4% -$35.03万 减仓
BSCX INVESCO EXCH TRD SLF IDX FD $223.73万0.06%105,782 105,782— $223.73万 新建仓
DHR DANAHER CORP DEL $222.24万0.06%11,721 -2,082-15.1% -$39.48万 减仓
IJJ ISHARES TR $219.74万0.06%16,584 1250.8% $1.66万 加仓
IYF ISHARES TR $216.70万0.06%18,418 -1,152-5.9% -$13.55万 减仓
TJX TJX COS INC NEW $215.84万0.06%13,515 2551.9% $4.07万 加仓
AOR ISHARES TR $215.55万0.06%33,497 7,89730.8% $50.82万 加仓
GRID FIRST TR EXCHANGE-TRADED FD $213.72万0.06%13,065 5,69477.2% $93.14万 加仓
T AT&T INC $212.67万0.06%73,361 2390.3% $6,929 加仓
IYW ISHARES TR $211.49万0.06%11,658 3,52443.3% $63.93万 加仓
BP BP PLC $209.52万0.06%44,580 6611.5% $3.11万 加仓
VZ VERIZON COMMUNICATIONS INC $209.36万0.06%41,734 6,71119.2% $33.67万 加仓
RTX RTX CORPORATION $207.20万0.06%11,145 1,11411.1% $20.71万 加仓
VTES VANGUARD WELLINGTON FD $206.02万0.06%20,370 3,43520.3% $34.74万 加仓
FEMB FIRST TR EXCH TRADED FD III $204.65万0.06%71,216 71,216— $204.65万 新建仓
QCOM QUALCOMM INC $204.25万0.06%15,860 1,77812.6% $22.90万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $203.16万0.06%104,024 -29,216-21.9% -$57.06万 减仓
SCIO FIRST TR EXCHANGE-TRADED FD $202.92万0.06%98,315 98,315— $202.92万 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $200.30万0.06%12,735 1281.0% $2.01万 加仓
TMO THERMO FISHER SCIENTIFIC INC $198.46万0.06%4,038 -358-8.1% -$17.60万 减仓
PPA INVESCO EXCHANGE TRADED FD T $192.88万0.05%11,641 1791.6% $2.97万 加仓
BIL SPDR SERIES TRUST $191.49万0.05%20,896 7,27453.4% $66.66万 加仓
VOOV VANGUARD ADMIRAL FDS INC $191.25万0.05%9,385 5346.0% $10.88万 加仓
SNPE DBX ETF TR $189.72万0.05%31,859 -168-0.5% -$1.00万 减仓
USMV ISHARES TR $189.19万0.05%20,400 7093.6% $6.58万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $188.80万0.05%31,984 2630.8% $1.55万 加仓
VLO VALERO ENERGY CORP $188.50万0.05%7,629 3,55887.4% $87.91万 加仓
IBM INTERNATIONAL BUSINESS MACHS $180.98万0.05%7,701 99614.9% $23.41万 加仓
PSX PHILLIPS 66 $180.56万0.05%9,911 941.0% $1.71万 加仓
FTEC FIDELITY COVINGTON TRUST $177.17万0.05%8,516 -103-1.2% -$2.14万 减仓
ARKK ARK ETF TR $177.17万0.05%26,212 16,376166.5% $110.69万 加仓
MRVL MARVELL TECHNOLOGY INC $176.33万0.05%17,802 -200-1.1% -$1.98万 减仓
ET ENERGY TRANSFER L P $174.87万0.05%90,606 4460.5% $8,608 加仓
COR CENCORA INC $173.66万0.05%5,528 160.3% $5,026 加仓
SCHI SCHWAB STRATEGIC TR $166.90万0.05%73,590 -956-1.3% -$2.17万 减仓
VUSB VANGUARD BD INDEX FDS $166.66万0.05%33,476 6281.9% $3.13万 加仓
MDYG SPDR SERIES TRUST $165.48万0.05%17,245 2781.6% $2.67万 加仓
IBIT ISHARES BITCOIN TRUST ETF $164.61万0.05%42,844 2780.7% $1.07万 加仓
FJAN FIRST TR EXCHNG TRADED FD VI $163.94万0.05%32,521 -502-1.5% -$2.53万 减仓
IBB ISHARES TR $163.91万0.05%9,707 2,17028.8% $36.64万 加仓
SHOP SHOPIFY INC $162.83万0.05%13,727 -750-5.2% -$8.90万 减仓
MTUM ISHARES TR $161.86万0.05%6,744 -19-0.3% -$4,560 减仓
VIG VANGUARD SPECIALIZED FUNDS $161.55万0.05%7,512 82512.3% $17.74万 加仓
SCHW SCHWAB CHARLES CORP $156.19万0.04%16,620 -1,568-8.6% -$14.74万 减仓
ICF ISHARES TR $153.37万0.04%24,781 -1,303-5.0% -$8.06万 减仓
SPEM SPDR INDEX SHS FDS $153.16万0.04%32,650 -157,146-82.8% -$737.17万 减仓
IWR ISHARES TR $151.47万0.04%15,578 3672.4% $3.57万 加仓
MS MORGAN STANLEY $151.36万0.04%9,197 -258-2.7% -$4.25万 减仓
SGOV ISHARES TR $150.02万0.04%14,903 -4,608-23.6% -$46.38万 减仓
MNST MONSTER BEVERAGE CORP NEW $147.64万0.04%20,375 -1,798-8.1% -$13.03万 减仓
DKS DICKS SPORTING GOODS INC $147.25万0.04%7,426 5,674323.9% $112.51万 重新持有
KO COCA COLA CO $146.82万0.04%19,306 1,4478.1% $11.00万 加仓
ANGL VANECK ETF TRUST $144.65万0.04%50,367 -962-1.9% -$2.76万 减仓
HAP VANECK ETF TRUST $143.62万0.04%19,817 19,817— $143.62万 新建仓
ADI ANALOG DEVICES INC $143.23万0.04%4,502 2024.7% $6.43万 加仓
WDC WESTERN DIGITAL CORP $140.41万0.04%5,191 1,08226.3% $29.27万 加仓
ETN EATON CORP PLC $138.94万0.04%3,884 230.6% $8,227 加仓
MDT MEDTRONIC PLC $137.33万0.04%15,849 1,56711.0% $13.58万 加仓
COF CAPITAL ONE FINL CORP $137.08万0.04%7,514 2,16040.3% $39.41万 加仓
ITA ISHARES TR $136.89万0.04%6,258 4848.4% $10.59万 加仓
VRTX VERTEX PHARMACEUTICALS INC $136.40万0.04%3,054 -248-7.5% -$11.08万 减仓
MMM 3M CO $136.33万0.04%9,387 1992.2% $2.89万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $136.07万0.04%22,762 22,762— $136.07万 新建仓
WTM WHITE MTNS INS GROUP LTD $135.55万0.04%617 00.0% — 不变
XLG INVESCO EXCHANGE TRADED FD T $135.36万0.04%24,912 -974-3.8% -$5.29万 减仓