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
MAIN MAIN STR CAP CORP $5.10万0.01%1,000 00.0% — 不变
VTV VANGUARD INDEX FDS $5.10万0.01%235 00.0% — 不变
BLK BLACKROCK INC $5.10万0.01%54 920.0% $8,500 加仓
ORCL ORACLE CORP $5.10万0.01%351 13058.8% $1.89万 加仓
CATH GLOBAL X FDS $5.20万0.01%598 00.0% — 不变
CL COLGATE PALMOLIVE CO $5.20万0.01%576 8016.1% $7,222 加仓
RPG INVESCO EXCHANGE TRADED FD T $5.20万0.01%821 00.0% — 不变
ANET ARISTA NETWORKS INC $5.20万0.01%308 3512.8% $5,909 加仓
SCHV SCHWAB STRATEGIC TR $5.20万0.01%1,499 1,499— $5.20万 新建仓
IWB ISHARES TR $5.30万0.01%130 00.0% — 不变
UPS UNITED PARCEL SVCS INC $5.50万0.01%518 4910.4% $5,203 加仓
LIN LINDE PLC $5.50万0.01%106 1719.1% $8,821 加仓
WMB WILLIAMS COS INC $5.60万0.01%755 202.7% $1,483 加仓
WDC WESTERN DIGITAL CORP $5.60万0.01%89 1418.7% $8,809 加仓
SNDK SANDISK CORP $5.60万0.01%25 525.0% $1.12万 加仓
WM WASTE MGMT INC DEL $5.70万0.01%256 -17-6.2% -$3,785 减仓
XLV SELECT SECTOR SPDR TR $5.70万0.01%365 00.0% — 不变
PM PHILIP MORRIS INTL INC $5.80万0.01%321 8837.8% $1.59万 加仓
MS MORGAN STANLEY $5.90万0.01%284 4920.9% $1.02万 加仓
VONG VANGUARD SCOTTSDALE FDS $6.00万0.01%472 -799-62.9% -$10.16万 减仓
NGG NATIONAL GRID PLC $6.00万0.01%736 00.0% — 不变
CRM SALESFORCE INC $6.00万0.01%384 15467.0% $2.41万 加仓
FVD FIRST TR EXCHANGE-TRADED FD $6.00万0.01%1,256 1,256— $6.00万 新建仓
RCL ROYAL CARIBBEAN GROUP $6.10万0.01%193 31.6% $948 加仓
IMCB ISHARES TR $6.20万0.01%643 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $6.20万0.01%254 104.1% $2,441 加仓
RKLB ROCKET LAB CORP $6.20万0.01%616 25369.7% $2.55万 加仓
FHN FIRST HORIZON CORPORATION $6.30万0.01%2,493 00.0% — 不变
— VALHI INC NEW $6.40万0.01%4,372 00.0% — 不变
COIN COINBASE GLOBAL INC $6.50万0.01%448 -8-1.8% -$1,161 减仓
VZ VERIZON COMMUNICATIONS INC $6.60万0.01%1,563 996.8% $4,180 加仓
NUE NUCOR CORP $6.60万0.01%300 -87-22.5% -$1.91万 减仓
ITA ISHARES TR $6.60万0.01%275 218.3% $5,040 加仓
ALL ALLSTATE CORP $6.60万0.01%281 259.8% $5,872 加仓
SMH VANECK ETF TRUST $6.60万0.01%102 00.0% — 不变
ABT ABBOTT LABORATORIES $6.80万0.01%755 8813.2% $7,926 加仓
FNDF SCHWAB STRATEGIC TR $6.80万0.01%1,306 1,057424.5% $5.50万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $6.80万0.01%595 495495.0% $5.66万 加仓
UBER UBER TECHNOLOGIES INC $6.90万0.01%968 -16-1.6% -$1,140 减仓
USMV ISHARES TR $7.00万0.01%726 00.0% — 不变
GM GENERAL MTRS CO $7.00万0.01%920 273.0% $2,054 加仓
DUOL DUOLINGO INC $7.00万0.01%614 61120,366.7% $6.97万 重新持有
ADI ANALOG DEVICES INC $7.10万0.01%181 137.7% $5,099 加仓
ADBE ADOBE INC $7.10万0.01%348 222176.2% $4.53万 加仓
OKE ONEOK INC NEW $7.20万0.01%829 -65-7.3% -$5,645 减仓
CGGR CAPITAL GROUP GROWTH ETF $7.20万0.01%1,540 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $7.20万0.01%72 1322.0% $1.30万 加仓
AVO MISSION PRODUCE INC $7.20万0.01%6,176 6,0695,672.0% $7.08万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $7.20万0.01%775 775— $7.20万 新建仓
SLV ISHARES SILVER TR $7.30万0.01%1,379 -1,057-43.4% -$5.60万 减仓
IDEV ISHARES TR $7.40万0.01%835 00.0% — 不变
APH AMPHENOL CORP $7.40万0.01%420 8324.6% $1.46万 加仓
IAUM ISHARES GOLD TRUST MICRO $7.40万0.01%1,860 1,860— $7.40万 新建仓
IDU ISHARES TR $7.50万0.01%660 00.0% — 不变
VRT VERTIV HOLDINGS CO $7.70万0.01%230 10888.5% $3.62万 加仓
LNG CHENIERE ENERGY INC $7.80万0.01%327 -108-24.8% -$2.58万 减仓
REMX VANECK ETF TRUST $7.90万0.01%900 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $8.00万0.01%2,727 -1-0.0% -$29 减仓
NBIS NEBIUS GROUP N.V. $8.20万0.02%300 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $8.50万0.02%112 98.7% $6,830 加仓
PGF INVESCO EXCHANGE TRADED FD T $8.60万0.02%6,324 00.0% — 不变
IRM IRON MTN INC DEL $8.60万0.02%683 284.3% $3,526 加仓
VXUS VANGUARD STAR FDS $8.90万0.02%1,047 101.0% $850 加仓
MRVL MARVELL TECHNOLOGY INC $9.00万0.02%305 12367.6% $3.63万 加仓
ETV EATON VANCE TAX-MANAGED BUY- $9.10万0.02%6,161 00.0% — 不变
LUV SOUTHWEST AIRLS CO $9.20万0.02%1,792 -759-29.8% -$3.90万 减仓
LRGF ISHARES TR $9.50万0.02%1,266 00.0% — 不变
LOW LOWES COS INC $9.70万0.02%443 -27-5.7% -$5,912 减仓
CNP CENTERPOINT ENERGY INC $9.70万0.02%2,204 833.9% $3,653 加仓
RWL INVESCO EXCH TRADED FD TR II $10.00万0.02%784 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $10.00万0.02%331 00.0% — 不变
BP BP PLC $10.30万0.02%2,800 -582-17.2% -$2.14万 减仓
DRI DARDEN RESTAURANTS INC $10.30万0.02%503 132.7% $2,662 加仓
VDC VANGUARD WORLD FD $10.60万0.02%472 -53-10.1% -$1.19万 减仓
SCHF SCHWAB STRATEGIC TR $10.80万0.02%3,920 00.0% — 不变
DIS DISNEY WALT CO $10.80万0.02%1,123 13313.4% $1.28万 加仓
IBIT ISHARES BITCOIN TRUST ETF $10.90万0.02%3,285 00.0% — 不变
VTR VENTAS INC $10.90万0.02%1,232 90.7% $796 加仓
PANW PALO ALTO NETWORKS INC $10.90万0.02%320 -27-7.8% -$9,197 减仓
TJX TJX COS INC NEW $11.10万0.02%733 476.9% $7,117 加仓
ICVT ISHARES TR $11.30万0.02%932 932— $11.30万 新建仓
MA MASTERCARD INCORPORATED $11.40万0.02%223 2613.2% $1.33万 加仓
CSX CSX CORP $11.50万0.02%2,434 24511.2% $1.16万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $11.60万0.02%3,186 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $11.70万0.02%284 -8-2.7% -$3,296 减仓
SHOP SHOPIFY INC $11.90万0.02%1,050 -6-0.6% -$680 减仓
KLAC KLA CORP $12.10万0.02%402 6218.2% $1.87万 加仓
MFC MANULIFE FINL CORP $12.30万0.02%3,059 3,059— $12.30万 新建仓
ZAP GLOBAL X FDS $12.50万0.02%3,635 3,635— $12.50万 新建仓
DE DEERE & CO $12.60万0.02%200 115.8% $6,930 加仓
ABBV ABBVIE INC $12.60万0.02%504 10727.0% $2.67万 加仓
SO SOUTHERN CO $12.90万0.02%1,348 1098.8% $1.04万 加仓
ETR ENTERGY CORP NEW $13.00万0.02%1,132 -10-0.9% -$1,148 减仓
GEV GE VERNOVA INC $13.20万0.02%113 109.7% $1.17万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $13.30万0.02%1,467 453.2% $4,080 加仓
PG PROCTER & GAMBLE CO $13.40万0.02%919 283.1% $4,083 加仓
APP APPLOVIN CORP $13.40万0.02%262 114.4% $5,626 加仓
BCI ABRDN ETFS $13.40万0.02%6,028 6,028— $13.40万 新建仓
GE GE AEROSPACE $13.70万0.03%368 5316.8% $1.97万 加仓
IWM ISHARES TR $14.10万0.03%470 00.0% — 不变