Avion Wealth
THE WOODLANDS TX · SEC CIK 0001792704
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $14.20万 | 0.03% | 1,399 | 24 | 1.7% | $2,436 | 加仓 |
| BAC | BANK OF AMER CORP | $14.30万 | 0.03% | 2,516 | 250 | 11.0% | $1.42万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $14.30万 | 0.03% | 332 | 73 | 28.2% | $3.14万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $14.30万 | 0.03% | 2,780 | 2,780 | — | $14.30万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $14.50万 | 0.03% | 286 | 5 | 1.8% | $2,535 | 加仓 |
| IUSV | ISHARES TR | $14.60万 | 0.03% | 1,331 | -110 | -7.6% | -$1.21万 | 减仓 |
| AMAT | APPLIED MATLS INC | $14.60万 | 0.03% | 203 | 26 | 14.7% | $1.87万 | 加仓 |
| EOG | EOG RES INC | $14.80万 | 0.03% | 1,148 | -4 | -0.3% | -$516 | 减仓 |
| NFLX | NETFLIX INC. | $15.40万 | 0.03% | 2,159 | 42 | 2.0% | $2,996 | 加仓 |
| SPYG | SPDR SERIES TRUST | $16.10万 | 0.03% | 1,356 | -110 | -7.5% | -$1.31万 | 减仓 |
| ELM | SERIES PORTFOLIOS TR | $16.20万 | 0.03% | 5,535 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $16.40万 | 0.03% | 2,025 | 221 | 12.3% | $1.79万 | 加仓 |
| UNP | UNION PAC CORP | $16.50万 | 0.03% | 608 | -499 | -45.1% | -$13.54万 | 减仓 |
| GLW | CORNING INC | $16.50万 | 0.03% | 647 | 425 | 191.4% | $10.84万 | 加仓 |
| SHEL | SHELL PLC | $16.60万 | 0.03% | 2,142 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $16.60万 | 0.03% | 743 | 46 | 6.6% | $1.03万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $16.60万 | 0.03% | 4,617 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $16.60万 | 0.03% | 560 | 38 | 7.3% | $1.13万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $16.80万 | 0.03% | 599 | 58 | 10.7% | $1.63万 | 加仓 |
| ENB | ENBRIDGE INC | $17.10万 | 0.03% | 3,170 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $18.20万 | 0.03% | 2,542 | 135 | 5.6% | $9,666 | 加仓 |
| KBR | KBR INC | $18.20万 | 0.03% | 5,276 | 3,316 | 169.2% | $11.44万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $18.80万 | 0.03% | 3,197 | 3 | 0.1% | $176 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $19.20万 | 0.04% | 3,582 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $19.60万 | 0.04% | 260 | -4 | -1.5% | -$3,015 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $19.80万 | 0.04% | 212 | 10 | 5.0% | $9,340 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $20.00万 | 0.04% | 3,647 | -304 | -7.7% | -$1.67万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $20.40万 | 0.04% | 605 | 22 | 3.8% | $7,418 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $21.50万 | 0.04% | 1,841 | 986 | 115.3% | $11.51万 | 加仓 |
| DGRO | ISHARES TR | $21.60万 | 0.04% | 2,852 | 2,543 | 823.0% | $19.26万 | 加仓 |
| MCD | MCDONALDS CORP | $22.00万 | 0.04% | 815 | 19 | 2.4% | $5,129 | 加仓 |
| AMGN | AMGEN INC | $22.50万 | 0.04% | 623 | 21 | 3.5% | $7,584 | 加仓 |
| HYDB | ISHARES TR | $22.80万 | 0.04% | 4,893 | 4,893 | — | $22.80万 | 新建仓 |
| PSX | PHILLIPS 66 | $23.20万 | 0.04% | 1,376 | 15 | 1.1% | $2,529 | 加仓 |
| EMXC | ISHARES INC | $23.20万 | 0.04% | 2,270 | -780 | -25.6% | -$7.97万 | 减仓 |
| — | SABA CAPITAL INCOME & OPPORT | $23.30万 | 0.04% | 27,937 | -968 | -3.3% | -$8,073 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.70万 | 0.04% | 409 | 25 | 6.5% | $1.45万 | 加仓 |
| PTLC | PACER FDS TR | $23.90万 | 0.04% | 4,111 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $24.00万 | 0.04% | 2,047 | 200 | 10.8% | $2.34万 | 加仓 |
| ETN | EATON CORP PLC | $25.00万 | 0.05% | 587 | -12 | -2.0% | -$5,111 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.40万 | 0.05% | 2,185 | -61 | -2.7% | -$7,091 | 减仓 |
| IWF | ISHARES TR | $25.40万 | 0.05% | 2,052 | 500 | 32.2% | $6.19万 | 加仓 |
| DEM | WISDOMTREE TR | $26.20万 | 0.05% | 4,881 | 5 | 0.1% | $268 | 加仓 |
| HD | HOME DEPOT INC | $26.30万 | 0.05% | 747 | -38 | -4.8% | -$1.34万 | 减仓 |
| ARKQ | ARK ETF TR | $26.40万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $26.50万 | 0.05% | 1,894 | 74 | 4.1% | $1.04万 | 加仓 |
| MRK | MERCK & CO INC | $26.60万 | 0.05% | 2,071 | 115 | 5.9% | $1.48万 | 加仓 |
| CAT | CATERPILLAR INC | $27.30万 | 0.05% | 257 | -170 | -39.8% | -$18.06万 | 减仓 |
| TCBX | THIRD COAST BANCSHARES INC | $27.40万 | 0.05% | 6,800 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.40万 | 0.05% | 367 | 3 | 0.8% | $2,240 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $27.70万 | 0.05% | 5,140 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $28.40万 | 0.05% | 15,884 | 4,827 | 43.7% | $8.63万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $28.50万 | 0.05% | 6,912 | 106 | 1.6% | $4,371 | 加仓 |
| EFA | ISHARES TR | $28.50万 | 0.05% | 2,745 | -104 | -3.7% | -$1.08万 | 减仓 |
| VV | VANGUARD INDEX FDS | $28.60万 | 0.05% | 834 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $29.10万 | 0.05% | 3,322 | -439 | -11.7% | -$3.85万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $29.20万 | 0.05% | 2,647 | 4 | 0.2% | $441 | 加仓 |
| SLB | SLB LIMITED | $29.30万 | 0.05% | 6,320 | -792 | -11.1% | -$3.67万 | 减仓 |
| GOOG | ALPHABET INC | $29.50万 | 0.05% | 836 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $29.60万 | 0.06% | 8,046 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $30.20万 | 0.06% | 1,588 | 1,342 | 545.5% | $25.52万 | 加仓 |
| DVY | ISHARES TR | $30.90万 | 0.06% | 1,978 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $31.00万 | 0.06% | 1,637 | 31 | 1.9% | $5,870 | 加仓 |
| IEMG | ISHARES INC | $32.50万 | 0.06% | 3,924 | 2,241 | 133.2% | $18.56万 | 加仓 |
| COP | CONOCOPHILLIPS | $32.60万 | 0.06% | 3,137 | 24 | 0.8% | $2,494 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $32.90万 | 0.06% | 1,550 | 1,048 | 208.8% | $22.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $33.00万 | 0.06% | 1,010 | 165 | 19.5% | $5.39万 | 加仓 |
| IAGG | ISHARES TR | $34.00万 | 0.06% | 6,721 | 6,713 | 83,912.5% | $33.96万 | 加仓 |
| INTC | INTEL CORP | $34.40万 | 0.06% | 2,466 | 34 | 1.4% | $4,743 | 加仓 |
| RWR | SPDR SERIES TRUST | $34.60万 | 0.06% | 3,066 | -1,208 | -28.3% | -$13.63万 | 减仓 |
| IJS | ISHARES TR | $34.80万 | 0.06% | 2,552 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $34.80万 | 0.06% | 3,610 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $35.90万 | 0.07% | 866 | 65 | 8.1% | $2.69万 | 加仓 |
| LGIH | LGI HOMES INC | $36.10万 | 0.07% | 5,673 | 13 | 0.2% | $827 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $36.40万 | 0.07% | 2,923 | 2,923 | — | $36.40万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.20万 | 0.07% | 743 | 16 | 2.2% | $8,011 | 加仓 |
| SYY | SYSCO CORP | $37.60万 | 0.07% | 4,499 | -546 | -10.8% | -$4.56万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $39.10万 | 0.07% | 2,292 | 2,292 | — | $39.10万 | 新建仓 |
| QUAL | ISHARES TR | $39.20万 | 0.07% | 1,787 | -2 | -0.1% | -$439 | 减仓 |
| NTSI | WISDOMTREE TR | $39.30万 | 0.07% | 8,437 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $39.60万 | 0.07% | 4,797 | 126 | 2.7% | $1.04万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $41.10万 | 0.08% | 7,076 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $42.00万 | 0.08% | 3,521 | 1 | 0.0% | $119 | 加仓 |
| IVLU | ISHARES TR | $42.00万 | 0.08% | 10,063 | 10,063 | — | $42.00万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $42.20万 | 0.08% | 1,663 | 77 | 4.9% | $1.95万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $44.20万 | 0.08% | 13,968 | 109 | 0.8% | $3,449 | 加仓 |
| WPC | WP CAREY INC | $45.90万 | 0.09% | 6,433 | 7 | 0.1% | $499 | 加仓 |
| ITOT | ISHARES TR | $51.00万 | 0.09% | 3,107 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $54.10万 | 0.10% | 1,578 | -21 | -1.3% | -$7,200 | 减仓 |
| VDE | VANGUARD WORLD FD | $54.30万 | 0.10% | 3,619 | 193 | 5.6% | $2.90万 | 加仓 |
| ET | ENERGY TRANSFER L P | $54.30万 | 0.10% | 28,446 | -2,273 | -7.4% | -$4.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $55.00万 | 0.10% | 748 | -2 | -0.3% | -$1,471 | 减仓 |
| IJH | ISHARES TR | $56.00万 | 0.10% | 7,265 | 405 | 5.9% | $3.12万 | 加仓 |
| NTSX | WISDOMTREE TR | $57.70万 | 0.11% | 9,783 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $64.50万 | 0.12% | 5,703 | -3 | -0.1% | -$339 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $64.80万 | 0.12% | 2,740 | -498 | -15.4% | -$11.78万 | 减仓 |
| META | META PLATFORMS INC | $67.60万 | 0.13% | 1,201 | 20 | 1.7% | $1.13万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $69.60万 | 0.13% | 5,123 | -1,310 | -20.4% | -$17.80万 | 减仓 |
| CVX | CHEVRON CORPORATION | $71.30万 | 0.13% | 4,306 | 91 | 2.2% | $1.51万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $72.50万 | 0.13% | 14,438 | 2,073 | 16.8% | $10.41万 | 加仓 |