Aegis Wealth Management LLC
BETHESDA MD · SEC CIK 0001628818
$1.75亿2026Q1 申报市值
118持仓数
41.1%前十大占比 · 第一大 5.8%
2 / 4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
DYN 加仓+$107.19万
VBIL 加仓+$86.07万
VGSH 加仓+$27.34万
PEP 新建仓+$24.68万
SGOV 加仓+$24.16万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$129.55万
AAPL 减仓-$72.20万
DFUV 减仓-$54.37万
VEA 减仓-$44.63万
VWO 减仓-$43.87万
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 |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | $27.82万 | 0.16% | 3,604 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $27.76万 | 0.16% | 5,576 | 38 | 0.7% | $1,892 | 加仓 |
| PFE | PFIZER INC | $27.39万 | 0.16% | 9,756 | 269 | 2.8% | $7,554 | 加仓 |
| IJH | ISHARES TR | $26.34万 | 0.15% | 3,900 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $26.23万 | 0.15% | 5,705 | -94 | -1.6% | -$4,321 | 减仓 |
| V | VISA INC | $26.17万 | 0.15% | 866 | -50 | -5.5% | -$1.51万 | 减仓 |
| EIX | EDISON INTL | $25.63万 | 0.15% | 3,502 | 53 | 1.5% | $3,879 | 加仓 |
| VSDB | VANGUARD MALVERN FDS | $24.97万 | 0.14% | 3,275 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $24.85万 | 0.14% | 3,300 | 120 | 3.8% | $9,037 | 加仓 |
| PEP | PEPSICO INC | $24.68万 | 0.14% | 1,589 | 1,589 | — | $24.68万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.48万 | 0.13% | 802 | 802 | — | $23.48万 | 新建仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $22.28万 | 0.13% | 3,259 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $22.07万 | 0.13% | 671 | -58 | -8.0% | -$1.91万 | 减仓 |
| IWF | ISHARES TR | $21.61万 | 0.12% | 507 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $21.61万 | 0.12% | 4,607 | 279 | 6.4% | $1.31万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.79万 | 0.12% | 1,022 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $20.65万 | 0.12% | 12,567 | 600 | 5.0% | $9,858 | 加仓 |
| CMCSA | COMCAST CORP NEW | $20.38万 | 0.12% | 7,099 | -806 | -10.2% | -$2.31万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,460 | -100.0% | -$28.46万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -394 | -100.0% | -$22.83万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,524 | -100.0% | -$22.45万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -709 | -100.0% | -$22.00万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |