Avion Wealth
THE WOODLANDS TX · SEC CIK 0001792704
$4.84亿2026Q1 申报市值
1,552持仓数
69.3%前十大占比 · 第一大 14.7%
115 / 99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
VUSB 加仓+$606.36万
VEU 加仓+$323.16万
VO 加仓+$125.75万
HYG 加仓+$118.95万
VUG 加仓+$115.40万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$220.10万
VOE 减仓-$92.80万
DIMENSIONAL ETF 减仓-$57.66万
VOO 减仓-$57.30万
QQQM 减仓-$56.67万
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 |
|---|---|---|---|---|---|---|---|---|
| PKG | PACKAGING CORP AMER | $3,000 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $3,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $3,000 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $3,000 | 0.00% | 33 | -5 | -13.2% | -$455 | 减仓 |
| ESNT | ESSENT GROUP LTD | $3,000 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP | $3,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $3,000 | 0.00% | 25 | 3 | 13.6% | $360 | 加仓 |
| FTV | FORTIVE CORP | $3,000 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $3,000 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $3,000 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $3,000 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $3,000 | 0.00% | 53 | 9 | 20.5% | $509 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $3,000 | 0.00% | 98 | 30 | 44.1% | $918 | 加仓 |
| GERN | GERON CORP | $3,000 | 0.00% | 2,387 | 387 | 19.4% | $486 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $3,000 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $3,000 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $3,000 | 0.00% | 96 | 32 | 50.0% | $1,000 | 加仓 |
| DOCU | DOCUSIGN INC | $3,000 | 0.00% | 81 | 46 | 131.4% | $1,704 | 加仓 |
| OMC | OMNICOM GROUP INC | $3,000 | 0.00% | 48 | 21 | 77.8% | $1,312 | 加仓 |
| — | NATHANS FAMOUS INC | $3,000 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| COHU | COHU INC | $3,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $3,000 | 0.00% | 229 | 4 | 1.8% | $52 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $3,000 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $3,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $3,000 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $3,000 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| RWK | INVESCO EXCH TRADED FD TR II | $3,000 | 0.00% | 25 | 9 | 56.2% | $1,080 | 加仓 |
| NNN | NNN REIT INC | $3,000 | 0.00% | 80 | 13 | 19.4% | $488 | 加仓 |
| DIOD | DIODES INC | $3,000 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| GARP | ISHARES TR | $3,000 | 0.00% | 54 | 20 | 58.8% | $1,111 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC | $3,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $3,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $3,000 | 0.00% | 54 | 34 | 170.0% | $1,889 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $3,000 | 0.00% | 36 | 24 | 200.0% | $2,000 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $3,000 | 0.00% | 36 | 27 | 300.0% | $2,250 | 加仓 |
| ABCB | AMERIS BANCORP | $3,000 | 0.00% | 44 | 28 | 175.0% | $1,909 | 加仓 |
| INTA | INTAPP INC | $3,000 | 0.00% | 128 | 116 | 966.7% | $2,719 | 加仓 |
| IOT | SAMSARA INC | $3,000 | 0.00% | 126 | 98 | 350.0% | $2,333 | 加仓 |
| HUN | HUNTSMAN CORP | $3,000 | 0.00% | 282 | 232 | 464.0% | $2,468 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $3,000 | 0.00% | 200 | 200 | — | $3,000 | 新建仓 |
| MDLN | MEDLINE INC | $3,000 | 0.00% | 89 | 89 | — | $3,000 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,000 | 0.00% | 14 | -335 | -96.0% | -$9.57万 | 减仓 |
| RIG | TRANSOCEAN LTD | $4,000 | 0.00% | 631 | -3,000 | -82.6% | -$1.90万 | 减仓 |
| — | NET LEASE OFFICE PROPERTIES | $4,000 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $4,000 | 0.00% | 44 | -10 | -18.5% | -$909 | 减仓 |
| BDX | BECTON DICKINSON & CO | $4,000 | 0.00% | 30 | -8 | -21.1% | -$1,067 | 减仓 |
| CNC | CENTENE CORP DEL | $4,000 | 0.00% | 150 | -41 | -21.5% | -$1,093 | 减仓 |
| FSLR | FIRST SOLAR INC | $4,000 | 0.00% | 21 | -9 | -30.0% | -$1,714 | 减仓 |
| ROL | ROLLINS INC | $4,000 | 0.00% | 75 | -35 | -31.8% | -$1,867 | 减仓 |
| HEI | HEICO CORP NEW | $4,000 | 0.00% | 15 | -5 | -25.0% | -$1,333 | 减仓 |
| SPRY | ARS PHARMACEUTICALS INC | $4,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $4,000 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $4,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $4,000 | 0.00% | 84 | 8 | 10.5% | $381 | 加仓 |
| HUBB | HUBBELL INC | $4,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $4,000 | 0.00% | 32 | -4 | -11.1% | -$500 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $4,000 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $4,000 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | SARATOGA INVT CORP | $4,000 | 0.00% | 211 | 7 | 3.4% | $133 | 加仓 |
| CCAP | CRESCENT CAP BDC INC | $4,000 | 0.00% | 336 | 9 | 2.8% | $107 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $4,000 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $4,000 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $4,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | BITFARMS LTD | $4,000 | 0.00% | 2,104 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $4,000 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $4,000 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $4,000 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $4,000 | 0.00% | 14 | 5 | 55.6% | $1,429 | 加仓 |
| RBA | RB GLOBAL INC | $4,000 | 0.00% | 45 | 5 | 12.5% | $444 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $4,000 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $4,000 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $4,000 | 0.00% | 288 | 11 | 4.0% | $153 | 加仓 |
| STNE | STONECO LTD | $4,000 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $4,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $4,000 | 0.00% | 38 | 8 | 26.7% | $842 | 加仓 |
| SEIC | SEI INVTS CO | $4,000 | 0.00% | 63 | 6 | 10.5% | $381 | 加仓 |
| — | WEBSTER FINL CORP | $4,000 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP | $4,000 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $4,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $4,000 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $4,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $4,000 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $4,000 | 0.00% | 40 | 8 | 25.0% | $800 | 加仓 |
| CNO | CNO FINL GROUP INC | $4,000 | 0.00% | 107 | 48 | 81.4% | $1,794 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $4,000 | 0.00% | 22 | 10 | 83.3% | $1,818 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $4,000 | 0.00% | 33 | 11 | 50.0% | $1,333 | 加仓 |
| CRWV | COREWEAVE INC | $4,000 | 0.00% | 61 | 33 | 117.9% | $2,164 | 加仓 |
| BWA | BORGWARNER INC | $4,000 | 0.00% | 75 | 10 | 15.4% | $533 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $4,000 | 0.00% | 77 | 36 | 87.8% | $1,870 | 加仓 |
| CE | CELANESE CORP DEL | $4,000 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $4,000 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC | $4,000 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $4,000 | 0.00% | 42 | 20 | 90.9% | $1,905 | 加仓 |
| NWSA | NEWS CORP NEW | $4,000 | 0.00% | 162 | 106 | 189.3% | $2,617 | 加仓 |
| SGOL | ETFS GOLD TR | $4,000 | 0.00% | 100 | 100 | — | $4,000 | 新建仓 |
| DOV | DOVER CORP | $5,000 | 0.00% | 28 | -100 | -78.1% | -$1.79万 | 减仓 |
| GIS | GENERAL MILLS INC | $5,000 | 0.00% | 160 | -156 | -49.4% | -$4,875 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5,000 | 0.00% | 19 | -20 | -51.3% | -$5,263 | 减仓 |
| RDDT | REDDIT INC | $5,000 | 0.00% | 44 | -3 | -6.4% | -$341 | 减仓 |
| — | OFFERPAD SOLUTIONS INC | $5,000 | 0.00% | 8,167 | 667 | 8.9% | $408 | 加仓 |