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
DOV DOVER CORP $8,0000.00%40 1242.9% $2,400 加仓
BR BROADRIDGE FINL SOLUTIONS IN $8,0000.00%59 2784.4% $3,661 加仓
DTE DTE ENERGY CO $8,0000.00%59 30103.4% $4,068 加仓
CDE COEUR MNG INC $8,0000.00%502 340209.9% $5,418 加仓
COO COOPER COS INC $8,0000.00%112 91433.3% $6,500 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $8,0000.00%150 150— $8,000 新建仓
FRVO FERVO ENERGY CO $8,0000.00%284 284— $8,000 新建仓
VNOM VIPER ENERGY INC $8,0000.00%200 200— $8,000 新建仓
— FIRST TR EXCHANGE-TRADED FD $8,0000.00%506 506— $8,000 新建仓
REGN REGENERON PHARMACEUTICALS $9,0000.00%15 -9-37.5% -$5,400 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $9,0000.00%32 -16-33.3% -$4,500 减仓
— ISHARES ETHEREUM TR $9,0000.00%806 00.0% — 不变
MLTX MOONLAKE IMMUNOTHERAPEUTICS $9,0000.00%500 00.0% — 不变
ZTS ZOETIS INC $9,0000.00%133 5366.2% $3,586 加仓
MLM MARTIN MARIETTA MATLS INC $9,0000.00%17 16.2% $529 加仓
TDG TRANSDIGM GROUP INC $9,0000.00%7 00.0% — 不变
RKT ROCKET COS INC $9,0000.00%634 7112.6% $1,008 加仓
OPFI OPPFI INC $9,0000.00%1,000 00.0% — 不变
CZR CAESARS ENTERTAINMENT INC NE $9,0000.00%302 00.0% — 不变
WTFC WINTRUST FINL CORP $9,0000.00%60 917.6% $1,350 加仓
VMC VULCAN MATLS CO $9,0000.00%31 26.9% $581 加仓
FE FIRSTENERGY CORP $9,0000.00%202 5537.4% $2,450 加仓
AXON AXON ENTERPRISE INC $9,0000.00%17 430.8% $2,118 加仓
ICHR ICHOR HOLDINGS $9,0000.00%87 2950.0% $3,000 加仓
SNAP SNAP INC $9,0000.00%2,400 2,000500.0% $7,500 加仓
SBRA SABRA HEALTH CARE REIT INC $9,0000.00%508 408408.0% $7,228 加仓
— ROUNDHILL ETF TRUST $9,0000.00%300 300— $9,000 新建仓
DD DUPONT DE NEMOURS INC $1.00万0.00%75 -201-72.8% -$2.68万 减仓
SM SM ENERGY COMPANY $1.00万0.00%397 00.0% — 不变
AON AON PLC $1.00万0.00%31 -4-11.4% -$1,290 减仓
SRE SEMPRA $1.00万0.00%117 32.6% $256 加仓
APA APA CORPORATION $1.00万0.00%315 3311.7% $1,048 加仓
LVS LAS VEGAS SANDS CORP $1.00万0.00%218 167.9% $734 加仓
FANG DIAMONDBACK ENERGY INC $1.00万0.00%58 47.4% $690 加仓
VSS VANGUARD INTL EQUITY INDEX F $1.00万0.00%71 00.0% — 不变
PSA PUBLIC STORAGE $1.00万0.00%32 -7-17.9% -$2,188 减仓
VPL VANGUARD INTL EQUITY INDEX F $1.00万0.00%95 00.0% — 不变
EQT EQT CORP $1.00万0.00%206 5032.1% $2,427 加仓
RITM RITHM CAPITAL CORP $1.00万0.00%1,078 252.4% $232 加仓
IXG ISHARES TR $1.00万0.00%87 00.0% — 不变
FITB FIFTH THIRD BANCORP $1.00万0.00%187 105.6% $535 加仓
L LOEWS CORP $1.00万0.00%95 1518.8% $1,579 加仓
CMG CHIPOTLE MEXICAN GRILL INC $1.00万0.00%305 5723.0% $1,869 加仓
HPQ HP INC $1.00万0.00%466 6115.1% $1,309 加仓
CHD CHURCH & DWIGHT CO INC $1.00万0.00%113 3443.0% $3,009 加仓
PODD INSULET CORP $1.00万0.00%69 42155.6% $6,087 加仓
SITM SITIME CORP $1.00万0.00%14 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $1.00万0.00%55 1331.0% $2,364 加仓
OWL BLUE OWL CAPITAL INC $1.00万0.00%1,169 917363.9% $7,844 加仓
RXT RACKSPACE TECHNOLOGY INC $1.00万0.00%1,601 00.0% — 不变
UTG REAVES UTIL INCOME FD $1.00万0.00%250 250— $1.00万 新建仓
DNP DNP SELECT INCOME FD INC $1.00万0.00%1,000 1,000— $1.00万 新建仓
VIS VANGUARD WORLD FD $1.10万0.00%32 -46-59.0% -$1.58万 减仓
MSTR STRATEGY INC $1.10万0.00%128 -28-17.9% -$2,406 减仓
RSG REPUBLIC SVCS INC $1.10万0.00%55 -10-15.4% -$2,000 减仓
IRS IRSA INVERSIONES Y REP S A $1.10万0.00%750 00.0% — 不变
ECL ECOLAB INC $1.10万0.00%41 -6-12.8% -$1,610 减仓
WYNN WYNN RESORTS LTD $1.10万0.00%123 00.0% — 不变
XEL XCEL ENERGY INC $1.10万0.00%145 10.7% $76 加仓
SCZ ISHARES TR $1.10万0.00%143 21.4% $154 加仓
XLU SELECT SECTOR SPDR TR $1.10万0.00%252 00.0% — 不变
VAW VANGUARD WORLD FD $1.10万0.00%52 00.0% — 不变
EMB ISHARES TR $1.10万0.00%121 00.0% — 不变
MIR MIRION TECHNOLOGIES INC $1.10万0.00%620 00.0% — 不变
SHY ISHARES TR $1.10万0.00%135 00.0% — 不变
EMO CLEARBRIDGE ENERGY MIDSTREAM $1.10万0.00%222 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $1.10万0.00%70 711.1% $1,100 加仓
PCAR PACCAR INC $1.10万0.00%92 -1-1.1% -$120 减仓
WAB WABTEC $1.10万0.00%44 615.8% $1,500 加仓
ACGL ARCH CAP GROUP LTD $1.10万0.00%117 2324.5% $2,162 加仓
MRNA MODERNA INC $1.10万0.00%171 -18-9.5% -$1,158 减仓
EME EMCOR GROUP INC $1.10万0.00%14 17.7% $786 加仓
QFIN QFIN HOLDINGS INC $1.10万0.00%750 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1.10万0.00%78 1523.8% $2,115 加仓
IP INTERNATIONAL PAPER CO $1.10万0.00%295 4618.5% $1,715 加仓
AJG GALLAGHER ARTHUR J & CO $1.10万0.00%48 820.0% $1,833 加仓
INCY INCYTE CORP $1.10万0.00%105 2023.5% $2,095 加仓
VRSK VERISK ANALYTICS INC $1.10万0.00%66 3083.3% $5,000 加仓
BRO BROWN & BROWN INC $1.10万0.00%184 99116.5% $5,918 加仓
HEI HEICO CORP NEW $1.10万0.00%31 16106.7% $5,677 加仓
OTIS OTIS WORLDWIDE CORP $1.10万0.00%156 107218.4% $7,545 加仓
DKNG DRAFTKINGS INC NEW $1.10万0.00%437 385740.4% $9,691 加仓
FSTA FIDELITY COVINGTON TRUST $1.10万0.00%215 2031,691.7% $1.04万 加仓
FBND FIDELITY MERRIMACK STR TR $1.10万0.00%256 256— $1.10万 新建仓
OEF ISHARES TR $1.10万0.00%31 31— $1.10万 新建仓
FTEC FIDELITY COVINGTON TRUST $1.10万0.00%39 39— $1.10万 新建仓
BAM BROOKFIELD ASSET MANAGMT LTD $1.10万0.00%250 250— $1.10万 新建仓
— TIDAL TRUST II $1.10万0.00%200 200— $1.10万 新建仓
ARLP ALLIANCE RESOURCE PARTNERS L $1.10万0.00%500 500— $1.10万 新建仓
PSEC PROSPECT CAP CORP $1.20万0.00%5,372 2725.3% $608 加仓
CBRE CBRE GROUP INC $1.20万0.00%90 -9-9.1% -$1,200 减仓
DMLP DORCHESTER MINERALS L P $1.20万0.00%512 00.0% — 不变
SPYV SPDR SERIES TRUST $1.20万0.00%213 10.5% $56 加仓
— WISDOMTREE TR $1.20万0.00%443 00.0% — 不变
IDXX IDEXX LABS INC $1.20万0.00%24 14.3% $500 加仓
KR KROGER CO $1.20万0.00%218 4324.6% $2,367 加仓
IEF ISHARES TR $1.20万0.00%131 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $1.20万0.00%200 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $1.20万0.00%60 59.1% $1,000 加仓
VXF VANGUARD INDEX FDS $1.20万0.00%50 00.0% — 不变