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
PRF INVESCO EXCHANGE TRADED FD T $2.60万0.00%498 00.0% — 不变
EEM ISHARES TR $2.60万0.00%385 00.0% — 不变
VFMO VANGUARD WELLINGTON FD $2.60万0.00%107 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT IN $2.60万0.00%143 129.2% $2,182 加仓
VRTX VERTEX PHARMACEUTICALS INC $2.60万0.00%53 1435.9% $6,868 加仓
URI UNITED RENTALS INC $2.60万0.00%23 315.0% $3,391 加仓
JEPI J P MORGAN EXCHANGE TRADED F $2.70万0.01%490 00.0% — 不变
EQIX EQUINIX INC $2.70万0.01%26 00.0% — 不变
IWS ISHARES TR $2.70万0.01%167 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $2.70万0.01%190 105.6% $1,421 加仓
MAR MARRIOTT INTL INC NEW $2.70万0.01%74 57.2% $1,824 加仓
QCOM QUALCOMM INC $2.70万0.01%149 85.7% $1,450 加仓
CDNS CADENCE DESIGN SYSTEM INC $2.70万0.01%74 1219.4% $4,378 加仓
O REALTY INCOME CORP $2.80万0.01%460 -75-14.0% -$4,565 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $2.80万0.01%1,816 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $2.80万0.01%330 134.1% $1,103 加仓
CNI CANADIAN NATL RY CO $2.80万0.01%236 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $2.80万0.01%87 1317.6% $4,184 加仓
SPG SIMON PPTY GROUP INC NEW $2.80万0.01%129 2018.3% $4,341 加仓
SNOW SNOWFLAKE INC $2.80万0.01%113 -16-12.4% -$3,965 减仓
HDV ISHARES TR $2.80万0.01%1,036 876547.5% $2.37万 加仓
CTVA CORTEVA INC $2.90万0.01%345 -51-12.9% -$4,287 减仓
IVE ISHARES TR $2.90万0.01%130 00.0% — 不变
DAL DELTA AIR LINES INC $2.90万0.01%311 5320.5% $4,942 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $3.00万0.01%676 00.0% — 不变
SCHW SCHWAB CHARLES CORP $3.00万0.01%333 278.8% $2,432 加仓
CP CANADIAN PACIFIC KANSAS CITY $3.00万0.01%351 00.0% — 不变
AGNC AGNC INVT CORP $3.00万0.01%2,820 933.4% $989 加仓
MMM 3M CO $3.00万0.01%190 3522.6% $5,526 加仓
PGR PROGRESSIVE CORP $3.00万0.01%141 3533.0% $7,447 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $3.00万0.01%622 500409.8% $2.41万 加仓
RDVI FIRST TR EXCHANGE-TRADED FD $3.00万0.01%1,033 1,033— $3.00万 新建仓
FIXD FIRST TR EXCHNG TRADED FD VI $3.00万0.01%700 700— $3.00万 新建仓
BMOP BNY MELLON ETF TRUST II $3.00万0.01%1,197 1,197— $3.00万 新建仓
NET CLOUDFLARE INC $3.10万0.01%127 32.4% $732 加仓
PWR QUANTA SVCS INC $3.10万0.01%44 37.3% $2,114 加仓
FGD FIRST TR EXCHANGE-TRADED FD $3.10万0.01%988 988— $3.10万 新建仓
CVNA CARVANA CO $3.20万0.01%500 204.2% $1,280 加仓
— DIREXION SHARES ETF TRUST $3.20万0.01%1,236 40.3% $104 加仓
CMI CUMMINS INC $3.20万0.01%45 615.4% $4,267 加仓
CVS CVS HEALTH CORP $3.20万0.01%318 4918.2% $4,931 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $3.20万0.01%120 98.1% $2,400 加仓
FYX FIRST TR EXCHANGE-TRADED ALP $3.20万0.01%225 225— $3.20万 新建仓
FCX FREEPORT MCMORAN INC $3.30万0.01%538 428.5% $2,576 加仓
PLD PROLOGIS INC. $3.30万0.01%250 3717.4% $4,884 加仓
HWM HOWMET AEROSPACE INC $3.30万0.01%124 1513.8% $3,992 加仓
FTNT FORTINET INC $3.30万0.01%217 8058.4% $1.22万 加仓
XLC SELECT SECTOR SPDR TR $3.40万0.01%326 -160-32.9% -$1.67万 减仓
NOW SERVICENOW INC $3.40万0.01%349 -58-14.3% -$5,650 减仓
IWD ISHARES TR $3.40万0.01%144 00.0% — 不变
WELL WELLTOWER INC $3.40万0.01%150 21.4% $453 加仓
ADM ARCHER DANIELS MIDLAND CO $3.40万0.01%446 5012.6% $3,812 加仓
VMRK EQUITY RESIDENTIAL $3.50万0.01%527 316.2% $2,059 加仓
DELL DELL TECHNOLOGIES INC $3.50万0.01%83 2133.9% $8,855 加仓
SMCI SUPER MICRO COMPUTER INC $3.60万0.01%1,248 -1,284-50.7% -$3.70万 减仓
ITB ISHARES TR $3.60万0.01%345 -46-11.8% -$4,800 减仓
XLRE SELECT SECTOR SPDR TR $3.60万0.01%839 60.7% $257 加仓
IWP ISHARES TR $3.60万0.01%248 00.0% — 不变
ROKU ROKU INC $3.60万0.01%265 00.0% — 不变
AZN ASTRAZENECA PLC $3.70万0.01%197 00.0% — 不变
SDY SPDR SERIES TRUST $3.70万0.01%248 00.0% — 不变
BTI BRITISH AMERN TOB PLC $3.70万0.01%614 81.3% $482 加仓
— SURO CAPITAL CORP $3.70万0.01%3,001 00.0% — 不变
MEC MAYVILLE ENGR CO INC $3.70万0.01%1,000 00.0% — 不变
PEP PEPSICO INC $3.80万0.01%283 -133-32.0% -$1.79万 减仓
LQD ISHARES TR $3.80万0.01%354 00.0% — 不变
BNY BANK OF NY MELLON CORP $3.80万0.01%268 3716.0% $5,246 加仓
VCSH VANGUARD SCOTTSDALE FDS $3.90万0.01%500 00.0% — 不变
BOND PIMCO ETF TR $3.90万0.01%428 00.0% — 不变
INTU INTUIT $3.90万0.01%151 114308.1% $2.94万 加仓
DUK DUKE ENERGY CORP NEW $4.00万0.01%322 3913.8% $4,845 加仓
IXUS ISHARES TR $4.00万0.01%426 00.0% — 不变
XLI SELECT SECTOR SPDR TR $4.00万0.01%219 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $4.00万0.01%83 2748.2% $1.30万 加仓
PRK PARK NATL CORP $4.00万0.01%221 2187,266.7% $3.95万 加仓
PFE PFIZER INC $4.10万0.01%1,719 -14-0.8% -$334 减仓
EVRG EVERGY INC $4.10万0.01%485 00.0% — 不变
DDOG DATADOG INC $4.10万0.01%160 2215.9% $5,638 加仓
PFF ISHARES TR $4.20万0.01%1,385 00.0% — 不变
CB CHUBB LIMITED $4.20万0.01%125 54.2% $1,680 加仓
RDVY FIRST TR EXCHANGE TRADED FD $4.20万0.01%525 525— $4.20万 新建仓
ONDS ONDAS INC $4.30万0.01%5,250 89120.4% $7,298 加仓
IAU ISHARES GOLD TR $4.40万0.01%594 -302-33.7% -$2.24万 减仓
HPE HEWLETT PACKARD ENTERPRISE C $4.40万0.01%994 12814.8% $5,666 加仓
SGOV ISHARES TR $4.40万0.01%446 446— $4.40万 新建仓
CMCSA COMCAST CORP NEW $4.50万0.01%1,833 -369-16.8% -$9,059 减仓
T AT&T INC $4.50万0.01%2,219 31616.6% $6,408 加仓
PH PARKER-HANNIFIN CORP $4.50万0.01%47 12.2% $957 加仓
CME CME GROUP INC $4.60万0.01%210 -25-10.6% -$5,476 减仓
GOVT ISHARES TR $4.60万0.01%2,047 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $4.60万0.01%48 1754.8% $1.63万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $4.70万0.01%902 00.0% — 不变
COF CAPITAL ONE FINL CORP $4.70万0.01%238 219.7% $4,147 加仓
TRGP TARGA RES CORP $4.90万0.01%183 -98-34.9% -$2.62万 减仓
ASTS AST SPACEMOBILE INC $4.90万0.01%555 -11-1.9% -$971 减仓
ICF ISHARES TR $5.00万0.01%740 00.0% — 不变
VLO VALERO ENERGY CORP $5.00万0.01%194 126.6% $3,093 加仓
IGM ISHARES TR $5.00万0.01%310 00.0% — 不变
FTGS FIRST TR EXCHANGE-TRADED FD $5.00万0.01%1,365 1,365— $5.00万 新建仓
FPE FIRST TR EXCH TRADED FD III $5.00万0.01%2,850 2,850— $5.00万 新建仓