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 |
|---|---|---|---|---|---|---|---|---|
| FIS | FIDELITY NATL INFORMATION SV | $5,000 | 0.00% | 117 | -12 | -9.3% | -$513 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $5,000 | 0.00% | 69 | -27 | -28.1% | -$1,957 | 减仓 |
| CPRT | COPART INC | $5,000 | 0.00% | 175 | -24 | -12.1% | -$686 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $5,000 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $5,000 | 0.00% | 27 | 1 | 3.8% | $185 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $5,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $5,000 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $5,000 | 0.00% | 34 | -4 | -10.5% | -$588 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $5,000 | 0.00% | 51 | -1 | -1.9% | -$98 | 减仓 |
| SDOG | ALPS ETF TR | $5,000 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $5,000 | 0.00% | 29 | -3 | -9.4% | -$517 | 减仓 |
| FNB | F N B CORP | $5,000 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $5,000 | 0.00% | 489 | 0 | 0.0% | — | 不变 |
| OXM | OXFORD INDS INC | $5,000 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $5,000 | 0.00% | 36 | -4 | -10.0% | -$556 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $5,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $5,000 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $5,000 | 0.00% | 36 | 1 | 2.9% | $139 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $5,000 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $5,000 | 0.00% | 57 | 5 | 9.6% | $439 | 加仓 |
| DLTR | DOLLAR TREE INC | $5,000 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $5,000 | 0.00% | 13 | 3 | 30.0% | $1,154 | 加仓 |
| VTRS | VIATRIS INC | $5,000 | 0.00% | 440 | 71 | 19.2% | $807 | 加仓 |
| UNIT | UNITI GROUP LLC | $5,000 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $5,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $5,000 | 0.00% | 78 | 7 | 9.9% | $449 | 加仓 |
| CG | CARLYLE GROUP INC | $5,000 | 0.00% | 120 | 41 | 51.9% | $1,708 | 加仓 |
| NTRA | NATERA INC | $5,000 | 0.00% | 25 | 6 | 31.6% | $1,200 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $5,000 | 0.00% | 32 | 12 | 60.0% | $1,875 | 加仓 |
| TRP | TC ENERGY CORP | $5,000 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $5,000 | 0.00% | 95 | 33 | 53.2% | $1,737 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $5,000 | 0.00% | 77 | 24 | 45.3% | $1,558 | 加仓 |
| BRO | BROWN & BROWN INC | $5,000 | 0.00% | 85 | 35 | 70.0% | $2,059 | 加仓 |
| ONB | OLD NATL BANCORP IND | $5,000 | 0.00% | 244 | 104 | 74.3% | $2,131 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $5,000 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $5,000 | 0.00% | 38 | 12 | 46.2% | $1,579 | 加仓 |
| CINF | CINCINNATI FINL CORP | $5,000 | 0.00% | 38 | 18 | 90.0% | $2,368 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $5,000 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| — | SKYWATER TECHNOLOGY INC | $5,000 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $5,000 | 0.00% | 44 | 13 | 41.9% | $1,477 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $5,000 | 0.00% | 38 | 27 | 245.5% | $3,553 | 加仓 |
| HUBS | HUBSPOT INC | $5,000 | 0.00% | 23 | 20 | 666.7% | $4,348 | 加仓 |
| FSLY | FASTLY INC | $5,000 | 0.00% | 184 | 91 | 97.8% | $2,473 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $5,000 | 0.00% | 74 | 74 | — | $5,000 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $5,000 | 0.00% | 62 | 62 | — | $5,000 | 新建仓 |
| IBB | ISHARES TR | $5,000 | 0.00% | 31 | 31 | — | $5,000 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $5,000 | 0.00% | 85 | 85 | — | $5,000 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $6,000 | 0.00% | 16 | -24 | -60.0% | -$9,000 | 减仓 |
| IONQ | IONQ INC | $6,000 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $6,000 | 0.00% | 228 | -66 | -22.4% | -$1,737 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $6,000 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $6,000 | 0.00% | 38 | -9 | -19.1% | -$1,421 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $6,000 | 0.00% | 55 | -8 | -12.7% | -$873 | 减仓 |
| RGEN | REPLIGEN CORP | $6,000 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD | $6,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $6,000 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP | $6,000 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $6,000 | 0.00% | 90 | -14 | -13.5% | -$933 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $6,000 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $6,000 | 0.00% | 38 | -2 | -5.0% | -$316 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $6,000 | 0.00% | 19 | -1 | -5.0% | -$316 | 减仓 |
| LMND | LEMONADE INC | $6,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $6,000 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $6,000 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $6,000 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $6,000 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $6,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $6,000 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $6,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SFNC | SIMMONS FIRST NATL CORP | $6,000 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $6,000 | 0.00% | 46 | 3 | 7.0% | $391 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $6,000 | 0.00% | 33 | 4 | 13.8% | $727 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $6,000 | 0.00% | 40 | 3 | 8.1% | $450 | 加仓 |
| BHP | BHP BILLITON LIMITED | $6,000 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $6,000 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| USAC | USA COMPRESSION PARTNERS LP | $6,000 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $6,000 | 0.00% | 394 | 56 | 16.6% | $853 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $6,000 | 0.00% | 76 | 7 | 10.1% | $553 | 加仓 |
| RGLD | ROYAL GOLD INC | $6,000 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $6,000 | 0.00% | 75 | 25 | 50.0% | $2,000 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $6,000 | 0.00% | 396 | 220 | 125.0% | $3,333 | 加仓 |
| WDAY | WORKDAY INC | $6,000 | 0.00% | 52 | 39 | 300.0% | $4,500 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $6,000 | 0.00% | 13 | 4 | 44.4% | $1,846 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $6,000 | 0.00% | 131 | 106 | 424.0% | $4,855 | 加仓 |
| IBRX | IMMUNITYBIO INC | $6,000 | 0.00% | 866 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $6,000 | 0.00% | 176 | 153 | 665.2% | $5,216 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $6,000 | 0.00% | 41 | 41 | — | $6,000 | 新建仓 |
| MDB | MONGODB INC | $7,000 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $7,000 | 0.00% | 1,121 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $7,000 | 0.00% | 121 | -31 | -20.4% | -$1,793 | 减仓 |
| NMAX | NEWSMAX INC | $7,000 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $7,000 | 0.00% | 248 | -43 | -14.8% | -$1,214 | 减仓 |
| OPFI | OPPFI INC | $7,000 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $7,000 | 0.00% | 322 | -58 | -15.3% | -$1,261 | 减仓 |
| HPQ | HP INC | $7,000 | 0.00% | 405 | -43 | -9.6% | -$743 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $7,000 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $7,000 | 0.00% | 62 | -4 | -6.1% | -$452 | 减仓 |
| FICO | FAIR ISAAC CORP | $7,000 | 0.00% | 7 | 2 | 40.0% | $2,000 | 加仓 |
| DG | DOLLAR GEN CORP | $7,000 | 0.00% | 64 | 3 | 4.9% | $328 | 加仓 |
| WAT | WATERS CORP | $7,000 | 0.00% | 24 | 1 | 4.3% | $292 | 加仓 |