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
SYF SYNCHRONY FINANCIAL $1.60万0.00%222 5029.1% $3,604 加仓
MTB M & T BK CORP $1.60万0.00%69 1323.2% $3,014 加仓
F FORD MTR CO $1.60万0.00%1,164 26729.8% $3,670 加仓
TER TERADYNE INC $1.60万0.00%35 412.9% $1,829 加仓
TSCO TRACTOR SUPPLY CO $1.60万0.00%524 340184.8% $1.04万 加仓
AQST AQUESTIVE THERAPEUTICS INC $1.60万0.00%4,000 3,000300.0% $1.20万 重新持有
NOG NORTHERN OIL & GAS INC $1.70万0.00%947 00.0% — 不变
TTE TOTALENERGIES SE $1.70万0.00%222 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $1.70万0.00%405 11640.1% $4,869 加仓
SPTL SPDR SERIES TRUST $1.70万0.00%686 00.0% — 不变
CTAS CINTAS CORP $1.70万0.00%101 -9-8.2% -$1,515 减仓
MOAT VANECK ETF TRUST $1.70万0.00%169 00.0% — 不变
PINS PINTEREST INC $1.70万0.00%853 303.6% $598 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $1.70万0.00%51 36.2% $1,000 加仓
EXC EXELON CORP $1.70万0.00%372 10036.8% $4,570 加仓
ROIV ROIVANT SCIENCES LTD $1.70万0.00%500 00.0% — 不变
AME AMETEK INC $1.70万0.00%72 1016.1% $2,361 加仓
AFL AFLAC INC $1.70万0.00%150 2823.0% $3,173 加仓
GWW WW GRAINGER INC $1.70万0.00%13 18.3% $1,308 加仓
EMR EMERSON ELEC CO $1.70万0.00%122 1918.4% $2,648 加仓
CIEN CIENA CORP $1.70万0.00%35 412.9% $1,943 加仓
JBL JABIL INC $1.70万0.00%46 717.9% $2,587 加仓
AMP AMERIPRISE FINL INC $1.70万0.00%39 21116.7% $9,154 加仓
BE BLOOM ENERGY CORP $1.70万0.00%59 1534.1% $4,322 加仓
HUM HUMANA INC $1.70万0.00%45 31221.4% $1.17万 加仓
MAA MID-AMER APT CMNTYS INC $1.70万0.00%129 117975.0% $1.54万 加仓
— TIDAL TRUST II $1.70万0.00%200 200— $1.70万 新建仓
OXY OCCIDENTAL PETE CORP $1.80万0.00%384 349.7% $1,594 加仓
— WARNER BROS DISCOVERY INC $1.80万0.00%699 -52-6.9% -$1,339 减仓
SCHO SCHWAB STRATEGIC TR $1.80万0.00%780 00.0% — 不变
RIO RIO TINTO PLC $1.80万0.00%200 00.0% — 不变
EMLC VANECK ETF TRUST $1.80万0.00%709 00.0% — 不变
SPGI S&P GLOBAL INC $1.80万0.00%46 1027.8% $3,913 加仓
MCO MOODYS CORP $1.80万0.00%41 617.1% $2,634 加仓
S SENTINELONE INC $1.80万0.00%1,077 00.0% — 不变
STT STATE STR CORP $1.80万0.00%108 1414.9% $2,333 加仓
CRWV COREWEAVE INC $1.80万0.00%189 128209.8% $1.22万 加仓
HCA HCA HEALTHCARE INC $1.90万0.00%50 -3-5.7% -$1,140 减仓
BMY BRISTOL-MYERS SQUIBB CO $1.90万0.00%339 103.0% $560 加仓
FDX FEDEX CORP $1.90万0.00%63 1018.9% $3,016 加仓
EFV ISHARES TR $1.90万0.00%253 72.8% $526 加仓
EUFN ISHARES TR $1.90万0.00%500 00.0% — 不变
USB US BANCORP $1.90万0.00%316 -10-3.1% -$601 减仓
CAH CARDINAL HEALTH INC $1.90万0.00%82 67.9% $1,390 加仓
MTUM ISHARES TR $1.90万0.00%58 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $1.90万0.00%216 5937.6% $5,190 加仓
POET POET TECHNOLOGIES INC $1.90万0.00%1,900 -100-5.0% -$1,000 重新持有
PAGP PLAINS GP HLDGS L P $2.00万0.00%838 00.0% — 不变
BKR BAKER HUGHES COMPANY $2.00万0.00%375 5617.6% $2,987 加仓
ASLE AERSALE CORPORATION $2.00万0.00%3,200 00.0% — 不变
BIIB BIOGEN INC $2.00万0.00%96 2128.0% $4,375 加仓
COHR COHERENT CORP $2.00万0.00%53 920.5% $3,396 加仓
MKSI MKS INC. $2.00万0.00%45 512.5% $2,222 加仓
ELV ELEVANCE HEALTH INC FORMERLY $2.00万0.00%52 33173.7% $1.27万 加仓
CCL CARNIVAL CORP LTD $2.00万0.00%702 702— $2.00万 新建仓
DOW DOW HLDGS INC $2.10万0.00%799 8111.3% $2,129 加仓
OTF BLUE OWL TECHNOLOGY FIN CORP $2.10万0.00%2,055 00.0% — 不变
FSSL FS SPECIALTY LENDING FD $2.10万0.00%1,964 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $2.10万0.00%85 22.4% $494 加仓
VST VISTRA CORP $2.10万0.00%133 00.0% — 不变
GD GENERAL DYNAMICS CORP $2.10万0.00%61 815.1% $2,754 加仓
DGX QUEST DIAGNOSTICS INC $2.10万0.00%103 88.4% $1,631 加仓
MPC MARATHON PETE CORP $2.10万0.00%86 1419.4% $3,419 加仓
JBHT HUNT J B TRANS SVCS INC $2.10万0.00%73 45.8% $1,151 加仓
CSWC CAPITAL SOUTHWEST CORP $2.10万0.00%900 40080.0% $9,333 加仓
JOBY JOBY AVIATION INC $2.10万0.00%2,467 2,000428.3% $1.70万 加仓
AB ALLIANCEBERNSTEIN HLDG L P $2.20万0.00%636 142.3% $484 加仓
ORLY OREILLY AUTOMOTIVE INC $2.20万0.00%242 -13-5.1% -$1,182 减仓
TEL TE CONNECTIVITY PLC $2.20万0.00%110 76.8% $1,400 加仓
ABNB AIRBNB INC $2.20万0.00%159 96.0% $1,245 加仓
D DOMINION ENERGY INC $2.20万0.00%335 4214.3% $2,758 加仓
MPWR MONOLITHIC PWR SYS INC $2.20万0.00%16 00.0% — 不变
TRV TRAVELERS COMPANIES INC $2.20万0.00%67 813.6% $2,627 加仓
ZS ZSCALER INC $2.20万0.00%157 4540.2% $6,306 加仓
LITE LUMENTUM HLDGS INC $2.20万0.00%26 418.2% $3,385 加仓
MNST MONSTER BEVERAGE CORP NEW $2.20万0.00%233 3618.3% $3,399 加仓
NSP INSPERITY INC $2.20万0.00%548 265.0% $1,044 加仓
DASH DOORDASH INC $2.20万0.00%121 5172.9% $9,273 加仓
RDDT REDDIT INC $2.20万0.00%128 84190.9% $1.44万 加仓
TMQ TRILOGY METALS INC NEW $2.30万0.00%6,556 -1,314-16.7% -$4,610 减仓
FENY FIDELITY COVINGTON TRUST $2.30万0.00%798 00.0% — 不变
TMUS T-MOBILE US INC $2.30万0.00%140 1814.8% $2,957 加仓
TOST TOAST INC $2.30万0.00%841 -66-7.3% -$1,805 减仓
GLP GLOBAL PARTNERS LP $2.30万0.00%500 00.0% — 不变
CTO CTO RLTY GROWTH INC NEW $2.30万0.00%1,071 00.0% — 不变
Q QNITY ELECTRONICS INC $2.30万0.00%142 1511.8% $2,430 加仓
HOOD ROBINHOOD MKTS INC $2.30万0.00%234 5430.0% $5,308 加仓
NEM NEWMONT CORP $2.40万0.00%260 3214.0% $2,954 加仓
ROST ROSS STORES INC $2.40万0.00%116 1717.2% $3,517 加仓
DHI D R HORTON INC $2.40万0.00%149 1712.9% $2,738 加仓
SYK STRYKER CORPORATION $2.40万0.00%79 2341.1% $6,987 加仓
MDLZ MONDELEZ INTL INC $2.40万0.00%415 9931.3% $5,725 加仓
KMB KIMBERLY-CLARK CORP $2.40万0.00%221 9170.0% $9,882 加仓
SCHH SCHWAB STRATEGIC TR $2.40万0.00%1,032 1,0125,060.0% $2.35万 加仓
GILD GILEAD SCIENCES INC $2.50万0.00%203 126.3% $1,478 加仓
IEI ISHARES TR $2.50万0.00%216 00.0% — 不变
AKRE PROFESIONALLY MANAGED PORTFO $2.50万0.00%475 00.0% — 不变
VB VANGUARD INDEX FDS $2.50万0.00%83 00.0% — 不变
MXL MAXLINEAR INC $2.50万0.00%197 2413.9% $3,046 加仓
WES WESTERN MIDSTREAM PARTNERS L $2.60万0.00%600 00.0% — 不变