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 |
|---|---|---|---|---|---|---|---|---|
| XLY | SELECT SECTOR SPDR TR | $134.79万 | 0.04% | 12,368 | -65 | -0.5% | -$7,084 | 减仓 |
| KKR | KKR & CO INC | $132.81万 | 0.04% | 14,358 | 4,271 | 42.3% | $39.51万 | 加仓 |
| XPH | SPDR SERIES TRUST | $131.57万 | 0.04% | 24,324 | 24,324 | — | $131.57万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $131.16万 | 0.04% | 4,092 | 75 | 1.9% | $2.40万 | 加仓 |
| IWL | ISHARES TR | $127.47万 | 0.04% | 7,943 | -280 | -3.4% | -$4.49万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $127.46万 | 0.04% | 22,904 | -1,800 | -7.3% | -$10.02万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $126.93万 | 0.04% | 2,100 | 1,051 | 100.2% | $63.53万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $125.76万 | 0.04% | 9,627 | 1,511 | 18.6% | $19.74万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $125.02万 | 0.04% | 14,669 | 307 | 2.1% | $2.62万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $124.96万 | 0.04% | 5,463 | -1,042 | -16.0% | -$23.83万 | 减仓 |
| MSTR | STRATEGY INC | $124.89万 | 0.04% | 10,007 | 569 | 6.0% | $7.10万 | 加仓 |
| RBC | RBC BEARINGS INC | $124.37万 | 0.04% | 2,290 | -410 | -15.2% | -$22.27万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $123.91万 | 0.04% | 17,611 | 17,611 | — | $123.91万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $122.56万 | 0.03% | 11,055 | -493 | -4.3% | -$5.47万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $122.30万 | 0.03% | 11,006 | -819 | -6.9% | -$9.10万 | 减仓 |
| LIN | LINDE PLC | $121.96万 | 0.03% | 2,460 | 253 | 11.5% | $12.54万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $121.50万 | 0.03% | 4,959 | -358 | -6.7% | -$8.77万 | 减仓 |
| CCI | CROWN CASTLE INC | $120.98万 | 0.03% | 14,879 | 400 | 2.8% | $3.25万 | 加仓 |
| GRNY | TIDAL TRUST I | $120.50万 | 0.03% | 50,483 | 9,272 | 22.5% | $22.13万 | 加仓 |
| RL | RALPH LAUREN CORP | $120.12万 | 0.03% | 3,492 | 3,492 | — | $120.12万 | 新建仓 |
| ASML | ASML HLDG NV | $119.95万 | 0.03% | 908 | 54 | 6.3% | $7.13万 | 加仓 |
| SBUX | STARBUCKS CORP | $119.40万 | 0.03% | 13,327 | 1,741 | 15.0% | $15.60万 | 加仓 |
| OMC | OMNICOM GROUP INC | $117.38万 | 0.03% | 15,586 | 1,966 | 14.4% | $14.81万 | 加仓 |
| FISV | FISERV INC | $115.33万 | 0.03% | 20,669 | 2,926 | 16.5% | $16.33万 | 加仓 |
| WWD | WOODWARD INC | $114.89万 | 0.03% | 3,210 | 960 | 42.7% | $34.36万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $114.35万 | 0.03% | 101,823 | 2,173 | 2.2% | $2.44万 | 加仓 |
| AMAT | APPLIED MATLS INC | $113.71万 | 0.03% | 3,327 | 419 | 14.4% | $14.32万 | 加仓 |
| HYG | ISHARES TR | $112.56万 | 0.03% | 14,148 | 1,550 | 12.3% | $12.33万 | 加仓 |
| PFE | PFIZER INC | $112.08万 | 0.03% | 39,915 | -7,927 | -16.6% | -$22.26万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $112.06万 | 0.03% | 44,085 | 36,292 | 465.7% | $92.25万 | 加仓 |
| IHE | ISHARES TR | $111.44万 | 0.03% | 12,856 | 12,856 | — | $111.44万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $109.55万 | 0.03% | 6,833 | 4,331 | 173.1% | $69.44万 | 加仓 |
| RBA | RB GLOBAL INC | $109.25万 | 0.03% | 11,398 | 747 | 7.0% | $7.16万 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $108.71万 | 0.03% | 48,209 | 3,150 | 7.0% | $7.10万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $108.10万 | 0.03% | 1,399 | -110 | -7.3% | -$8.50万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $107.76万 | 0.03% | 23,234 | 1,162 | 5.3% | $5.39万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $107.56万 | 0.03% | 20,283 | -276 | -1.3% | -$1.46万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $107.21万 | 0.03% | 7,312 | -280 | -3.7% | -$4.11万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $107.17万 | 0.03% | 10,368 | -367 | -3.4% | -$3.79万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $105.79万 | 0.03% | 11,021 | -1,411 | -11.3% | -$13.54万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $105.74万 | 0.03% | 7,645 | 14 | 0.2% | $1,936 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $104.41万 | 0.03% | 20,106 | 6,214 | 44.7% | $32.27万 | 加仓 |
| NVS | NOVARTIS AG | $103.89万 | 0.03% | 6,801 | 431 | 6.8% | $6.58万 | 加仓 |
| AOM | ISHARES TR | $102.33万 | 0.03% | 21,603 | 379 | 1.8% | $1.80万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $101.44万 | 0.03% | 3,413 | -696 | -16.9% | -$20.69万 | 减仓 |
| LOW | LOWES COS INC | $101.42万 | 0.03% | 4,293 | 289 | 7.2% | $6.83万 | 加仓 |
| QLD | PROSHARES TR | $101.08万 | 0.03% | 16,570 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $100.78万 | 0.03% | 15,889 | -2,489 | -13.5% | -$15.79万 | 减仓 |
| TFC | TRUIST FINL CORP | $100.52万 | 0.03% | 21,867 | 1,152 | 5.6% | $5.30万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $100.46万 | 0.03% | 10,717 | 47 | 0.4% | $4,406 | 加仓 |
| IWS | ISHARES TR | $100.34万 | 0.03% | 6,885 | 34 | 0.5% | $4,955 | 加仓 |
| PPH | VANECK ETF TRUST | $100.00万 | 0.03% | 9,627 | 9,627 | — | $100.00万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $98.65万 | 0.03% | 3,027 | -1,192 | -28.3% | -$38.85万 | 减仓 |
| PWR | QUANTA SVCS INC | $98.56万 | 0.03% | 1,795 | 304 | 20.4% | $16.69万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $98.35万 | 0.03% | 3,686 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $98.15万 | 0.03% | 4,100 | -651 | -13.7% | -$15.58万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $98.00万 | 0.03% | 85,217 | 2,100 | 2.5% | $2.42万 | 加仓 |
| SHY | ISHARES TR | $97.90万 | 0.03% | 11,857 | -10,902 | -47.9% | -$90.01万 | 减仓 |
| TLH | ISHARES TR | $97.29万 | 0.03% | 9,659 | 9,659 | — | $97.29万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $97.04万 | 0.03% | 21,454 | -2,363 | -9.9% | -$10.69万 | 减仓 |
| PGR | PROGRESSIVE CORP | $96.81万 | 0.03% | 4,883 | 2,452 | 100.9% | $48.61万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $96.69万 | 0.03% | 6,732 | -318 | -4.5% | -$4.57万 | 减仓 |
| EZU | ISHARES INC | $96.34万 | 0.03% | 15,380 | -1,676 | -9.8% | -$10.50万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $95.65万 | 0.03% | 28,325 | 18,991 | 203.5% | $64.13万 | 加仓 |
| URTH | ISHARES INC | $95.61万 | 0.03% | 5,311 | -90 | -1.7% | -$1.62万 | 减仓 |
| VGT | VANGUARD WORLD FD | $95.52万 | 0.03% | 1,369 | 41 | 3.1% | $2.86万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $94.79万 | 0.03% | 38,051 | 148 | 0.4% | $3,687 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $94.47万 | 0.03% | 3,201 | -28 | -0.9% | -$8,263 | 减仓 |
| BN | BROOKFIELD CORP | $94.33万 | 0.03% | 23,308 | 247 | 1.1% | $9,996 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $94.27万 | 0.03% | 5,720 | -1,621 | -22.1% | -$26.71万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $93.63万 | 0.03% | 42,522 | 42,522 | — | $93.63万 | 新建仓 |
| CSL | CARLISLE COS INC | $93.18万 | 0.03% | 2,793 | -714 | -20.4% | -$23.82万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $93.06万 | 0.03% | 14,061 | -5,156 | -26.8% | -$34.12万 | 减仓 |
| NEM | NEWMONT CORP | $92.11万 | 0.03% | 8,509 | 1,002 | 13.3% | $10.85万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $92.04万 | 0.03% | 14,684 | 483 | 3.4% | $3.03万 | 加仓 |
| WDFC | WD 40 CO | $91.73万 | 0.03% | 4,498 | 897 | 24.9% | $18.29万 | 加仓 |
| NKE | NIKE INC | $91.54万 | 0.03% | 17,330 | -17,114 | -49.7% | -$90.40万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $91.41万 | 0.03% | 5,814 | 264 | 4.8% | $4.15万 | 加仓 |
| PRI | PRIMERICA INC | $91.33万 | 0.03% | 3,646 | -197 | -5.1% | -$4.93万 | 减仓 |
| JBL | JABIL INC | $90.50万 | 0.03% | 3,407 | -140 | -3.9% | -$3.72万 | 减仓 |
| IOO | ISHARES TR | $90.11万 | 0.03% | 7,449 | -60 | -0.8% | -$7,258 | 减仓 |
| DVY | ISHARES TR | $89.46万 | 0.03% | 5,908 | 246 | 4.3% | $3.72万 | 加仓 |
| IJK | ISHARES TR | $89.11万 | 0.03% | 8,856 | -116 | -1.3% | -$1.17万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $88.94万 | 0.03% | 2,577 | 86 | 3.5% | $2.97万 | 加仓 |
| WSO | WATSCO INC | $88.89万 | 0.03% | 2,443 | -138 | -5.3% | -$5.02万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $88.79万 | 0.03% | 22,518 | 1,123 | 5.2% | $4.43万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $88.65万 | 0.03% | 2,271 | 318 | 16.3% | $12.41万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $88.43万 | 0.03% | 8,055 | -661 | -7.6% | -$7.26万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $87.53万 | 0.02% | 17,544 | 17,544 | — | $87.53万 | 新建仓 |
| TPR | TAPESTRY INC | $86.67万 | 0.02% | 6,142 | -356 | -5.5% | -$5.02万 | 减仓 |
| TXN | TEXAS INSTRS INC | $86.62万 | 0.02% | 4,462 | 148 | 3.4% | $2.87万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $86.54万 | 0.02% | 11,307 | -1,448 | -11.4% | -$11.08万 | 减仓 |
| RRC | RANGE RES CORP | $86.36万 | 0.02% | 19,114 | -9 | -0.0% | -$407 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $85.95万 | 0.02% | 39,263 | 9,850 | 33.5% | $21.56万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $85.59万 | 0.02% | 7,418 | 7,418 | — | $85.59万 | 新建仓 |
| NVT | NVENT ELEC PLC | $85.51万 | 0.02% | 7,229 | -76 | -1.0% | -$8,990 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $85.40万 | 0.02% | 3,943 | 3,943 | — | $85.40万 | 新建仓 |
| ARMK | ARAMARK | $85.15万 | 0.02% | 21,005 | 4,400 | 26.5% | $17.84万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $85.11万 | 0.02% | 18,209 | -100 | -0.5% | -$4,674 | 减仓 |
| QUAL | ISHARES TR | $85.10万 | 0.02% | 4,437 | 1,844 | 71.1% | $35.37万 | 加仓 |