Avior Wealth Management, LLC
OMAHA NE · SEC CIK 0001599868
$38.04亿2026Q2 申报市值
787持仓数
24.6%前十大占比 · 第一大 6.2%
72 / 117新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VO 加仓+$6,110.41万
AVUV 加仓+$3,875.85万
BKGI 新建仓+$3,183.97万
DGRO 加仓+$1,691.23万
MGV 加仓+$1,269.03万
2026Q2 卖出最多 按季末市值估算
VOT 减仓-$3,922.56万
VOE 减仓-$3,801.53万
TLT 减仓-$2,598.49万
AGG 减仓-$1,767.33万
VBK 减仓-$1,709.66万
2026Q2 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 | $2.38亿 | 6.25% | 2,759,568 | 147,060 | 5.6% | $1,266.22万 | 加仓 |
| DGRO | ISHARES TR | $1.61亿 | 4.23% | 2,122,891 | 223,147 | 11.7% | $1,691.23万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $7,593.06万 | 2.00% | 956,185 | -21,954 | -2.2% | -$174.34万 | 减仓 |
| VO | VANGUARD INDEX FDS | $7,591.34万 | 2.00% | 944,180 | 759,988 | 412.6% | $6,110.41万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $7,363.96万 | 1.94% | 590,250 | 310,664 | 111.1% | $3,875.85万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $7,023.09万 | 1.85% | 229,387 | -128,118 | -35.8% | -$3,922.56万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $6,792.52万 | 1.79% | 688,966 | -104,169 | -13.1% | -$1,027.00万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $6,633.11万 | 1.74% | 335,783 | -192,442 | -36.4% | -$3,801.53万 | 减仓 |
| IVV | ISHARES TR | $5,339.28万 | 1.40% | 71,296 | -15,474 | -17.8% | -$1,158.83万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $5,273.58万 | 1.39% | 76,784 | -259 | -0.3% | -$17.79万 | 减仓 |
| AAPL | APPLE INC | $5,250.07万 | 1.38% | 181,537 | -16,904 | -8.5% | -$488.87万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,246.09万 | 1.38% | 104,840 | -4,202 | -3.9% | -$210.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,049.93万 | 1.33% | 252,383 | -10,980 | -4.2% | -$219.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $4,645.21万 | 1.22% | 153,346 | 24,293 | 18.8% | $735.89万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,584.64万 | 1.21% | 645,233 | 3,186 | 0.5% | $22.64万 | 加仓 |
| SMIZ | ZACKS TRUST | $4,550.93万 | 1.20% | 1,019,930 | 131,956 | 14.9% | $588.79万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $4,494.15万 | 1.18% | 739,292 | 537 | 0.1% | $3.26万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,422.08万 | 1.16% | 202,913 | -5,574 | -2.7% | -$121.47万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $4,379.02万 | 1.15% | 2,357,478 | -242,238 | -9.3% | -$449.96万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $4,370.37万 | 1.15% | 595,336 | -135,069 | -18.5% | -$991.54万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $4,247.58万 | 1.12% | 2,165,477 | -36,889 | -1.7% | -$72.36万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $4,113.68万 | 1.08% | 35,638 | -442 | -1.2% | -$51.02万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $3,933.70万 | 1.03% | 2,400,792 | -287,929 | -10.7% | -$471.77万 | 减仓 |
| MGV | VANGUARD WORLD FD | $3,700.03万 | 0.97% | 226,306 | 77,618 | 52.2% | $1,269.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,515.77万 | 0.92% | 47,080 | 384 | 0.8% | $28.68万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $3,413.52万 | 0.90% | 445,048 | 10,495 | 2.4% | $80.50万 | 加仓 |
| IVW | ISHARES TR | $3,291.61万 | 0.87% | 239,337 | 8,509 | 3.7% | $117.02万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,260.90万 | 0.86% | 389,362 | -2,913 | -0.7% | -$24.40万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $3,222.21万 | 0.85% | 558,732 | 8,770 | 1.6% | $50.58万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $3,183.97万 | 0.84% | 708,022 | 708,022 | — | $3,183.97万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $3,077.11万 | 0.81% | 84,243 | -46,806 | -35.7% | -$1,709.66万 | 减仓 |
| IMCG | ISHARES TR | $3,053.50万 | 0.80% | 310,631 | -135,475 | -30.4% | -$1,331.72万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $3,004.37万 | 0.79% | 385,620 | 8,627 | 2.3% | $67.21万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $2,905.86万 | 0.76% | 409,737 | -115,974 | -22.1% | -$822.49万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $2,685.52万 | 0.71% | 1,013,405 | 30,494 | 3.1% | $80.81万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $2,616.10万 | 0.69% | 1,083,719 | 25,548 | 2.4% | $61.67万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,587.17万 | 0.68% | 534,207 | 11,457 | 2.2% | $55.49万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,494.61万 | 0.66% | 861,398 | -2,051 | -0.2% | -$5.94万 | 减仓 |
| FLOT | ISHARES TR | $2,416.59万 | 0.64% | 473,378 | 162,133 | 52.1% | $827.69万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,351.26万 | 0.62% | 267,463 | -3,562 | -1.3% | -$31.31万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $2,303.51万 | 0.61% | 680,906 | -31,696 | -4.4% | -$107.23万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,227.36万 | 0.59% | 269,493 | -7,467 | -2.7% | -$61.71万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2,204.18万 | 0.58% | 90,711 | -3,257 | -3.5% | -$79.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,165.57万 | 0.57% | 58,055 | -3,975 | -6.4% | -$148.28万 | 减仓 |
| MUB | ISHARES TR | $2,141.68万 | 0.56% | 199,103 | -21,083 | -9.6% | -$226.78万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,049.12万 | 0.54% | 509,605 | -53,394 | -9.5% | -$214.70万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,992.42万 | 0.52% | 333,795 | -6,454 | -1.9% | -$38.52万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,961.38万 | 0.52% | 290,317 | 3,916 | 1.4% | $26.46万 | 加仓 |
| AMZN | AMAZON COM INC | $1,907.12万 | 0.50% | 80,017 | -16,671 | -17.2% | -$397.34万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $1,839.80万 | 0.48% | 161,287 | 2,753 | 1.7% | $31.40万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,822.40万 | 0.48% | 115,320 | -9,985 | -8.0% | -$157.79万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,778.91万 | 0.47% | 24,157 | 785 | 3.4% | $57.81万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,737.71万 | 0.46% | 57,356 | 19 | 0.0% | $5,756 | 加仓 |
| GOOGL | ALPHABET INC | $1,732.59万 | 0.46% | 48,482 | -8,395 | -14.8% | -$300.01万 | 减仓 |
| GLD | SPDR GOLD TR | $1,674.03万 | 0.44% | 45,443 | -13,278 | -22.6% | -$489.13万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,647.54万 | 0.43% | 170,953 | 56,870 | 49.8% | $548.08万 | 加仓 |
| GOOG | ALPHABET INC | $1,578.33万 | 0.41% | 44,670 | -2,038 | -4.4% | -$72.01万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,553.02万 | 0.41% | 41,969 | 902 | 2.2% | $33.38万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,525.99万 | 0.40% | 248,290 | 79,851 | 47.4% | $490.77万 | 加仓 |
| HYDB | ISHARES TR | $1,494.21万 | 0.39% | 319,480 | 200,165 | 167.8% | $936.17万 | 加仓 |
| HYLB | DBX ETF TR | $1,463.69万 | 0.38% | 400,790 | 13,218 | 3.4% | $48.27万 | 加仓 |
| HEGD | LISTED FDS TR | $1,422.64万 | 0.37% | 533,624 | -42,501 | -7.4% | -$113.31万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,408.42万 | 0.37% | 381,998 | 5,089 | 1.4% | $18.76万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,397.08万 | 0.37% | 119,073 | 649 | 0.5% | $7.61万 | 加仓 |
| AVGO | BROADCOM INC | $1,307.13万 | 0.34% | 34,603 | -3,421 | -9.0% | -$129.23万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,269.04万 | 0.33% | 148,491 | 4,053 | 2.8% | $34.64万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,228.99万 | 0.32% | 387,669 | -29,541 | -7.1% | -$93.65万 | 减仓 |
| EFG | ISHARES TR | $1,214.15万 | 0.32% | 97,585 | 4,861 | 5.2% | $60.48万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,213.16万 | 0.32% | 63,676 | 19,751 | 45.0% | $376.30万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,207.60万 | 0.32% | 117,186 | -14,802 | -11.2% | -$152.53万 | 减仓 |
| META | META PLATFORMS INC | $1,191.89万 | 0.31% | 21,159 | -1,650 | -7.2% | -$92.94万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,184.98万 | 0.31% | 295,286 | 175,193 | 145.9% | $703.05万 | 加仓 |
| TSLA | TESLA INC | $1,184.83万 | 0.31% | 28,170 | 1,690 | 6.4% | $71.08万 | 加仓 |
| TIP | ISHARES TR | $1,176.63万 | 0.31% | 107,524 | 101,654 | 1,731.8% | $1,112.39万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,173.63万 | 0.31% | 173,665 | 1,237 | 0.7% | $8.36万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,163.40万 | 0.31% | 343,794 | -133,446 | -28.0% | -$451.58万 | 减仓 |
| IGSB | ISHARES TR | $1,138.63万 | 0.30% | 217,255 | 2,967 | 1.4% | $15.55万 | 加仓 |
| AGG | ISHARES TR | $1,135.54万 | 0.30% | 114,823 | -178,708 | -60.9% | -$1,767.33万 | 减仓 |
| IXG | ISHARES TR | $1,127.52万 | 0.30% | 90,560 | -1,613 | -1.7% | -$20.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,121.01万 | 0.29% | 34,247 | -334 | -1.0% | -$10.93万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1,105.80万 | 0.29% | 164,456 | 4,619 | 2.9% | $31.06万 | 加仓 |
| AIA | ISHARES TR | $1,103.16万 | 0.29% | 77,874 | -13,628 | -14.9% | -$193.05万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,080.49万 | 0.28% | 99,126 | 29,902 | 43.2% | $325.94万 | 加仓 |
| ABBV | ABBVIE INC | $994.93万 | 0.26% | 39,538 | -9,721 | -19.7% | -$244.62万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $984.51万 | 0.26% | 190,134 | 157,484 | 482.3% | $815.45万 | 加仓 |
| EFA | ISHARES TR | $965.10万 | 0.25% | 92,906 | -1,613 | -1.7% | -$16.76万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $954.93万 | 0.25% | 403,264 | 5,819 | 1.5% | $13.78万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $906.12万 | 0.24% | 372,122 | 129,592 | 53.4% | $315.56万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $871.94万 | 0.23% | 73,278 | -2,569 | -3.4% | -$30.57万 | 减仓 |
| UNP | UNION PAC CORP | $860.81万 | 0.23% | 31,647 | 634 | 2.0% | $17.25万 | 加仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $857.46万 | 0.23% | 596,287 | 22,321 | 3.9% | $32.10万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $854.94万 | 0.22% | 351,681 | 163,937 | 87.3% | $398.53万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $851.06万 | 0.22% | 244,488 | -142,364 | -36.8% | -$495.57万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $844.37万 | 0.22% | 399,608 | 399,608 | — | $844.37万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $815.43万 | 0.21% | 98,162 | 3,806 | 4.0% | $31.62万 | 加仓 |
| CSCO | CISCO SYS INC | $805.35万 | 0.21% | 68,564 | -5,290 | -7.2% | -$62.14万 | 减仓 |
| CAT | CATERPILLAR INC | $803.40万 | 0.21% | 7,544 | -2,588 | -25.5% | -$275.61万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $788.93万 | 0.21% | 341,085 | 4,672 | 1.4% | $10.81万 | 加仓 |
| WPC | WP CAREY INC | $782.15万 | 0.21% | 109,391 | -3,589 | -3.2% | -$25.66万 | 减仓 |
| ITOT | ISHARES TR | $780.03万 | 0.21% | 47,484 | -945 | -2.0% | -$15.52万 | 减仓 |