13F 机构持仓

Avion Wealth

THE WOODLANDS TX · SEC CIK 0001792704

2026Q22026Q1 更早 9 个季度 🔒
$5.37亿2026Q2 申报市值
1,747持仓数
69.3%前十大占比 · 第一大 13.9%
255 / 97新建仓 / 清仓
申报市值走势$5.37亿2026Q2
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

VUSB 13.9%
VEA 12.0%
VOO 9.0%
VEU 7.1%
VOE 5.7%
VYM 5.2%
BNDX 5.1%
VBR 4.3%
VTI 3.8%
VO 3.2%

2026Q2 买入最多 按季末市值估算

VEU 加仓+$369.60万
VUSB 加仓+$329.98万
VO 加仓+$141.23万
VOO 加仓+$103.98万
BNDX 加仓+$99.59万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$253.90万
VEA 减仓-$107.62万
AGX 减仓-$74.92万
MINT 减仓-$73.58万
VOE 减仓-$48.19万

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
INFQ INFLEQTION INC $3,0000.00%250 00.0% — 不变
CRVL CORVEL CORP $3,0000.00%61 1841.9% $885 加仓
DAPP VANECK ETF TRUST $3,0000.00%200 00.0% — 不变
IDYA IDEAYA BIOSCIENCES INC $3,0000.00%103 1821.2% $524 加仓
AAOI APPLIED OPTOELECTRONICS INC $3,0000.00%24 -6-20.0% -$750 减仓
CHH CHOICE HOTELS INTL INC $3,0000.00%28 00.0% — 不变
TXT TEXTRON INC $3,0000.00%40 1773.9% $1,275 加仓
JETS ETF SER SOLUTIONS $3,0000.00%100 00.0% — 不变
APLD APPLIED DIGITAL CORP $3,0000.00%92 910.8% $293 加仓
ACHV ACHIEVE LIFE SCIENCE INC $3,0000.00%500 00.0% — 不变
GENB GENERATE BIOMEDICINES INC $3,0000.00%200 100100.0% $1,500 加仓
SYNA SYNAPTICS INC $3,0000.00%28 00.0% — 不变
PR PERMIAN RESOURCES CORP $3,0000.00%165 7787.5% $1,400 加仓
KEY KEYCORP $3,0000.00%139 4852.7% $1,036 加仓
STRZ STARZ ENTERTAINMENT CORP. $3,0000.00%129 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $3,0000.00%20 10100.0% $1,500 加仓
IEX IDEX CORP $3,0000.00%17 888.9% $1,412 加仓
QUIK QUICKLOGIC CORP $3,0000.00%185 00.0% — 不变
USFD US FOODS HLDG CORP $3,0000.00%36 22157.1% $1,833 加仓
ADPT ADAPTIVE BIOTECHNOLOGIES COR $3,0000.00%140 00.0% — 不变
DCI DONALDSON INC $3,0000.00%35 1252.2% $1,029 加仓
GGG GRACO INC $3,0000.00%50 29138.1% $1,740 加仓
ULCC FRONTIER GROUP HLDGS INC $3,0000.00%404 10635.6% $787 加仓
NI NISOURCE INC $3,0000.00%74 44146.7% $1,784 加仓
BURL BURLINGTON STORES INC $3,0000.00%10 466.7% $1,200 加仓
TWST TWIST BIOSCIENCE CORP $3,0000.00%33 00.0% — 不变
CYTK CYTOKINETICS INC $3,0000.00%36 620.0% $500 加仓
AXS AXIS CAP HLDGS LTD $3,0000.00%30 25500.0% $2,500 加仓
MTH MERITAGE HOMES CORP $3,0000.00%39 23143.8% $1,769 加仓
NOK NOKIA CORP $3,0000.00%270 2501,250.0% $2,778 加仓
EOSE EOS ENERGY ENTERPRISES INC $3,0000.00%671 567545.2% $2,535 加仓
CSGP COSTAR GROUP INC $3,0000.00%133 112533.3% $2,526 加仓
SLDP SOLID POWER INC $3,0000.00%1,164 961473.4% $2,477 加仓
FFIV F5 INC $3,0000.00%8 5166.7% $1,875 加仓
QLYS QUALYS INC $3,0000.00%25 15150.0% $1,800 加仓
— PIXELWORKS INC $3,0000.00%500 500— $3,000 新建仓
VISN VISTANCE NETWORKS INC $3,0000.00%300 300— $3,000 新建仓
FIG FIGMA INC $3,0000.00%174 174— $3,000 新建仓
MMSI MERIT MED SYS INC $3,0000.00%54 42350.0% $2,333 重新持有
SPMD SPDR SERIES TRUST $3,0000.00%50 50— $3,000 新建仓
CGEM CULLINAN THERAPEUTICS INC $3,0000.00%200 200— $3,000 新建仓
BW BABCOCK & WILCOX ENTERPRISES $3,0000.00%250 250— $3,000 新建仓
HALO HALOZYME THERAPEUTICS INC $3,0000.00%50 43614.3% $2,580 重新持有
ASML ASML HLDG NV $3,0000.00%2 2— $3,000 新建仓
SKYD PARAMOUNT SKYDANCE CORP $3,0000.00%341 341— $3,000 新建仓
GFS GLOBALFOUNDRIES INC $3,0000.00%37 37— $3,000 新建仓
SLVM SYLVAMO CORP $3,0000.00%100 100— $3,000 新建仓
ACI ALBERTSONS COMPANIES INC $3,0000.00%276 163144.2% $1,772 重新持有
HXL HEXCEL CORP NEW $3,0000.00%30 30— $3,000 新建仓
ARXS ARXIS INC $3,0000.00%66 66— $3,000 新建仓
BABA ALIBABA GROUP HLDG LTD $4,0000.00%42 -100-70.4% -$9,524 减仓
PCOR PROCORE TECHNOLOGIES INC $4,0000.00%112 -44-28.2% -$1,571 减仓
IR INGERSOLL RAND INC $4,0000.00%59 -37-38.5% -$2,508 减仓
STZ CONSTELLATION BRANDS INC $4,0000.00%35 -5-12.5% -$571 减仓
INSM INSMED INC $4,0000.00%41 720.6% $683 加仓
BAH BOOZ ALLEN HAMILTON HLDG COR $4,0000.00%76 710.1% $368 加仓
UTHR UNITED THERAPEUTICS CORP DEL $4,0000.00%9 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $4,0000.00%40 25.3% $200 加仓
CLX CLOROX CO DEL $4,0000.00%43 -14-24.6% -$1,302 减仓
— NET LEASE OFFICE PROPERTIES $4,0000.00%428 00.0% — 不变
JAAA JANUS DETROIT STR TR $4,0000.00%84 00.0% — 不变
PL PLANET LABS PBC $4,0000.00%147 00.0% — 不变
BWA BORGWARNER INC $4,0000.00%75 00.0% — 不变
— SARATOGA INVT CORP $4,0000.00%218 73.3% $128 加仓
NWSA NEWS CORP NEW $4,0000.00%200 3823.5% $760 加仓
XIFR XPLR INFRASTRUCTURE LP $4,0000.00%392 00.0% — 不变
NXT NEXTPOWER INC $4,0000.00%36 -4-10.0% -$444 减仓
NUV NUVEEN MUN VALUE FD INC $4,0000.00%462 00.0% — 不变
RACE FERRARI N V $4,0000.00%12 00.0% — 不变
— TAYLOR MORRISON HOME CORP $4,0000.00%68 -9-11.7% -$529 减仓
— WEBSTER FINL CORP $4,0000.00%60 00.0% — 不变
ULTA ULTA BEAUTY INC $4,0000.00%9 112.5% $444 加仓
MSDL MORGAN STANLEY DIRECT LENDIN $4,0000.00%300 00.0% — 不变
SPRY ARS PHARMACEUTICALS INC $4,0000.00%500 00.0% — 不变
DECK DECKERS OUTDOOR CORP $4,0000.00%44 925.7% $818 加仓
LSPD LIGHTSPEED COMMERCE INC $4,0000.00%410 00.0% — 不变
JHMM JOHN HANCOCK EXCHANGE TRADED $4,0000.00%58 00.0% — 不变
DINO HF SINCLAIR CORP $4,0000.00%71 1424.6% $789 加仓
IT GARTNER INC $4,0000.00%33 1043.5% $1,212 加仓
LFUS LITTELFUSE INC $4,0000.00%9 00.0% — 不变
NNN NNN REIT INC $4,0000.00%92 1215.0% $522 加仓
BC BRUNSWICK CORP $4,0000.00%59 611.3% $407 加仓
WTW WILLIS TOWERS WATSON PLC LTD $4,0000.00%16 433.3% $1,000 加仓
ARE ALEXANDRIA REAL ESTATE EQ IN $4,0000.00%94 89.3% $340 加仓
LH LABCORP HOLDINGS INC $4,0000.00%17 321.4% $706 加仓
IOT SAMSARA INC $4,0000.00%124 -2-1.6% -$65 减仓
— ALPS ETF TR $4,0000.00%95 00.0% — 不变
GARP ISHARES TR $4,0000.00%54 00.0% — 不变
IWC ISHARES TR $4,0000.00%20 00.0% — 不变
VKTX VIKING THERAPEUTICS INC $4,0000.00%121 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $4,0000.00%85 00.0% — 不变
AA ALCOA CORP $4,0000.00%80 2033.3% $1,000 加仓
AMKR AMKOR TECHNOLOGY INC $4,0000.00%53 00.0% — 不变
SNA SNAP ON INC $4,0000.00%10 466.7% $1,600 加仓
REG REGENCY CTRS CORP $4,0000.00%52 2062.5% $1,538 加仓
UMBF UMB FINL CORP $4,0000.00%34 830.8% $941 加仓
AMBA AMBARELLA INC $4,0000.00%50 613.6% $480 加仓
CAG CONAGRA BRANDS INC $4,0000.00%337 223195.6% $2,647 加仓
GPK GRAPHIC PACKAGING HLDG CO $4,0000.00%393 256186.9% $2,606 加仓
BMRN BIOMARIN PHARMACEUTICAL INC $4,0000.00%75 57316.7% $3,040 加仓