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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $2.70万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2.70万 | 0.01% | 351 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $2.70万 | 0.01% | 231 | 19 | 9.0% | $2,221 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $2.70万 | 0.01% | 947 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $2.70万 | 0.01% | 798 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $2.70万 | 0.01% | 2,727 | 2,021 | 286.3% | $2.00万 | 加仓 |
| TMQ | TRILOGY METALS INC NEW | $2.80万 | 0.01% | 7,870 | -530 | -6.3% | -$1,886 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2.80万 | 0.01% | 317 | 1 | 0.3% | $88 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2.80万 | 0.01% | 306 | 35 | 12.9% | $3,203 | 加仓 |
| PLD | PROLOGIS INC. | $2.80万 | 0.01% | 213 | 28 | 15.1% | $3,681 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $2.80万 | 0.01% | 396 | 125 | 46.1% | $8,838 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $2.90万 | 0.01% | 496 | 8 | 1.6% | $468 | 加仓 |
| WELL | WELLTOWER INC | $2.90万 | 0.01% | 148 | 14 | 10.4% | $2,743 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $2.90万 | 0.01% | 496 | 45 | 10.0% | $2,631 | 加仓 |
| DOW | DOW HLDGS INC | $2.90万 | 0.01% | 718 | -35 | -4.6% | -$1,414 | 减仓 |
| CVNA | CARVANA CO | $3.00万 | 0.01% | 96 | -1 | -1.0% | -$312 | 减仓 |
| ADBE | ADOBE INC | $3.00万 | 0.01% | 126 | 21 | 20.0% | $5,000 | 加仓 |
| IWD | ISHARES TR | $3.00万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $3.00万 | 0.01% | 122 | 17 | 16.2% | $4,180 | 加仓 |
| GLW | CORNING INC | $3.00万 | 0.01% | 222 | 19 | 9.4% | $2,568 | 加仓 |
| IWP | ISHARES TR | $3.10万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $3.10万 | 0.01% | 138 | -31 | -18.3% | -$6,964 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $3.10万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $3.10万 | 0.01% | 1,816 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $3.20万 | 0.01% | 221 | -1 | -0.5% | -$145 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $3.20万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $3.20万 | 0.01% | 535 | 33 | 6.6% | $1,974 | 加仓 |
| — | SURO CAPITAL CORP | $3.20万 | 0.01% | 3,001 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $3.20万 | 0.01% | 200 | 200 | — | $3.20万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $3.30万 | 0.01% | 273 | 20 | 7.9% | $2,418 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $3.30万 | 0.01% | 833 | 5 | 0.6% | $198 | 加仓 |
| CTVA | CORTEVA INC | $3.30万 | 0.01% | 396 | 24 | 6.5% | $2,000 | 加仓 |
| GEO | GEO GROUP INC 看涨期权 | $3.30万 | 0.01% | 2,000 | 2,000 | — | $3.30万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.50万 | 0.01% | 676 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $3.50万 | 0.01% | 219 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $3.50万 | 0.01% | 391 | 46 | 13.3% | $4,118 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $3.50万 | 0.01% | 606 | 8 | 1.3% | $462 | 加仓 |
| IGM | ISHARES TR | $3.60万 | 0.01% | 310 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.60万 | 0.01% | 426 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $3.60万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $3.70万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $3.70万 | 0.01% | 527 | 57 | 12.1% | $4,002 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $3.70万 | 0.01% | 283 | 29 | 11.4% | $3,792 | 加仓 |
| LQD | ISHARES TR | $3.80万 | 0.01% | 354 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $3.80万 | 0.01% | 235 | 19 | 8.8% | $3,072 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $3.80万 | 0.01% | 821 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $3.80万 | 0.01% | 233 | 51 | 28.0% | $8,318 | 加仓 |
| AZN | ASTRAZENECA PLC | $3.80万 | 0.01% | 197 | 197 | — | $3.80万 | 新建仓 |
| SMH | VANECK ETF TRUST | $3.90万 | 0.01% | 102 | -598 | -85.4% | -$22.86万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $3.90万 | 0.01% | 217 | 8 | 3.8% | $1,438 | 加仓 |
| BOND | PIMCO ETF TR | $3.90万 | 0.01% | 428 | -20 | -4.5% | -$1,822 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3.90万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $3.90万 | 0.01% | 4,359 | 359 | 9.0% | $3,212 | 加仓 |
| EVRG | EVERGY INC | $3.90万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $3.90万 | 0.01% | 120 | 11 | 10.1% | $3,575 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4.00万 | 0.01% | 103 | 23 | 28.7% | $8,932 | 加仓 |
| PFF | ISHARES TR | $4.10万 | 0.01% | 1,385 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $4.10万 | 0.01% | 46 | 4 | 9.5% | $3,565 | 加仓 |
| APH | AMPHENOL CORP | $4.20万 | 0.01% | 337 | -167 | -33.1% | -$2.08万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $4.20万 | 0.01% | 496 | -118 | -19.2% | -$9,992 | 减仓 |
| CRM | SALESFORCE INC | $4.20万 | 0.01% | 230 | 101 | 78.3% | $1.84万 | 加仓 |
| NOW | SERVICENOW INC | $4.20万 | 0.01% | 407 | 229 | 128.7% | $2.36万 | 加仓 |
| BLK | BLACKROCK INC | $4.30万 | 0.01% | 45 | -1 | -2.2% | -$956 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $4.30万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $4.40万 | 0.01% | 182 | 8 | 4.6% | $1,934 | 加仓 |
| LIN | LINDE PLC | $4.40万 | 0.01% | 89 | 31 | 53.4% | $1.53万 | 加仓 |
| ICF | ISHARES TR | $4.50万 | 0.01% | 740 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $4.60万 | 0.01% | 235 | -145 | -38.2% | -$2.84万 | 减仓 |
| CATH | GLOBAL X FDS | $4.60万 | 0.01% | 598 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $4.60万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $4.60万 | 0.01% | 2,047 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $4.60万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $4.60万 | 0.01% | 566 | 33 | 6.2% | $2,682 | 加仓 |
| PFE | PFIZER INC | $4.80万 | 0.01% | 1,733 | 184 | 11.9% | $5,096 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $4.90万 | 0.01% | 59 | -3 | -4.8% | -$2,492 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $5.00万 | 0.01% | 244 | 8 | 3.4% | $1,639 | 加仓 |
| KLAC | KLA CORP | $5.00万 | 0.01% | 34 | 3 | 9.7% | $4,412 | 加仓 |
| MAIN | MAIN STR CAP CORP | $5.20万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $5.20万 | 0.01% | 190 | 10 | 5.6% | $2,737 | 加仓 |
| IMCB | ISHARES TR | $5.30万 | 0.01% | 643 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $5.30万 | 0.01% | 256 | 12 | 4.9% | $2,484 | 加仓 |
| WMB | WILLIAMS COS INC | $5.30万 | 0.01% | 735 | 7 | 1.0% | $505 | 加仓 |
| ADI | ANALOG DEVICES INC | $5.30万 | 0.01% | 168 | 10 | 6.3% | $3,155 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $5.30万 | 0.01% | 365 | 109 | 42.6% | $1.58万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $5.30万 | 0.01% | 486 | 316 | 185.9% | $3.45万 | 加仓 |
| ITA | ISHARES TR | $5.50万 | 0.01% | 254 | -250 | -49.6% | -$5.41万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $5.50万 | 0.01% | 259 | -275 | -51.5% | -$5.84万 | 减仓 |
| T | AT&T INC | $5.50万 | 0.01% | 1,903 | 229 | 13.7% | $6,618 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $5.50万 | 0.01% | 347 | 130 | 59.9% | $2.06万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $5.60万 | 0.01% | 2,493 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $5.70万 | 0.01% | 2,532 | 1,171 | 86.0% | $2.64万 | 加仓 |
| AMAT | APPLIED MATLS INC | $6.00万 | 0.01% | 177 | -31 | -14.9% | -$1.05万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $6.10万 | 0.01% | 1,540 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $6.20万 | 0.01% | 273 | 16 | 6.2% | $3,634 | 加仓 |
| — | VALHI INC NEW | $6.20万 | 0.01% | 4,372 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $6.20万 | 0.01% | 736 | 736 | — | $6.20万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $6.30万 | 0.01% | 2,202 | 137 | 6.6% | $3,920 | 加仓 |
| PEP | PEPSICO INC | $6.40万 | 0.01% | 416 | 126 | 43.4% | $1.94万 | 加仓 |
| NUE | NUCOR CORP | $6.50万 | 0.01% | 387 | 12 | 3.2% | $2,016 | 加仓 |
| IRM | IRON MTN INC DEL | $6.60万 | 0.01% | 655 | 25 | 4.0% | $2,519 | 加仓 |