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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $74.20万 | 0.14% | 1,965 | 201 | 11.4% | $7.59万 | 加仓 |
| IUSB | ISHARES TR | $78.00万 | 0.15% | 16,905 | 16,905 | — | $78.00万 | 新建仓 |
| LLY | ELI LILLY & CO | $92.50万 | 0.17% | 772 | 45 | 6.2% | $5.39万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $94.80万 | 0.18% | 822 | 97 | 13.4% | $11.19万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $97.30万 | 0.18% | 2,448 | 1,782 | 267.6% | $70.83万 | 加仓 |
| AGG | ISHARES TR | $99.00万 | 0.18% | 10,010 | 4 | 0.0% | $396 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $110.90万 | 0.21% | 15,111 | -208 | -1.4% | -$1.53万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $126.60万 | 0.24% | 37,432 | 12,084 | 47.7% | $40.87万 | 加仓 |
| IVV | ISHARES TR | $131.20万 | 0.24% | 1,752 | 251 | 16.7% | $18.80万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $135.90万 | 0.25% | 58,784 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $139.00万 | 0.26% | 6,341 | -51 | -0.8% | -$1.12万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $175.20万 | 0.33% | 47,669 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $175.40万 | 0.33% | 51,680 | -12,721 | -19.8% | -$43.17万 | 减仓 |
| GOOGL | ALPHABET INC | $187.50万 | 0.35% | 5,248 | 579 | 12.4% | $20.69万 | 加仓 |
| IJR | ISHARES TR | $205.70万 | 0.38% | 13,873 | 145 | 1.1% | $2.15万 | 加仓 |
| VFH | VANGUARD WORLD FD | $219.50万 | 0.41% | 16,686 | -295 | -1.7% | -$3.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $221.00万 | 0.41% | 5,927 | 317 | 5.7% | $11.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $236.50万 | 0.44% | 4,728 | -342 | -6.7% | -$17.11万 | 减仓 |
| AMZN | AMAZON COM INC | $250.80万 | 0.47% | 10,527 | 363 | 3.6% | $8.65万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $256.20万 | 0.48% | 32,891 | 54 | 0.2% | $4,206 | 加仓 |
| BA | BOEING CO | $274.70万 | 0.51% | 12,690 | 32 | 0.3% | $6,927 | 加仓 |
| TSLA | TESLA INC | $278.10万 | 0.52% | 6,612 | 231 | 3.6% | $9.72万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $306.20万 | 0.57% | 51,314 | -565 | -1.1% | -$3.37万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $307.10万 | 0.57% | 96,078 | -6,211 | -6.1% | -$19.85万 | 减仓 |
| SCI | SERVICE CORP INTL | $357.60万 | 0.67% | 47,089 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $376.90万 | 0.70% | 47,139 | 12,415 | 35.8% | $99.26万 | 加仓 |
| GLD | SPDR GOLD TR | $508.00万 | 0.95% | 13,792 | 144 | 1.1% | $5.30万 | 加仓 |
| AAPL | APPLE INC | $524.30万 | 0.98% | 18,123 | 202 | 1.1% | $5.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $571.10万 | 1.06% | 28,543 | -1,140 | -3.8% | -$22.81万 | 减仓 |
| IEFA | ISHARES TR | $714.20万 | 1.33% | 73,959 | -938 | -1.3% | -$9.06万 | 减仓 |
| MINT | PIMCO ETF TR | $725.10万 | 1.35% | 71,928 | -7,299 | -9.2% | -$73.58万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $921.90万 | 1.72% | 95,604 | -1,795 | -1.8% | -$17.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,137.50万 | 2.12% | 256,434 | -7,653 | -2.9% | -$33.95万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,425.70万 | 2.65% | 165,513 | 9,789 | 6.3% | $84.32万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,727.90万 | 3.22% | 214,461 | 17,529 | 8.9% | $141.23万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,046.20万 | 3.81% | 55,297 | 1,418 | 2.6% | $52.47万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,319.40万 | 4.32% | 95,456 | 485 | 0.5% | $11.78万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,764.50万 | 5.14% | 570,842 | 20,565 | 3.7% | $99.59万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,775.70万 | 5.17% | 175,650 | 763 | 0.4% | $12.06万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $3,070.50万 | 5.71% | 155,392 | -2,439 | -1.5% | -$48.19万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,827.30万 | 7.12% | 457,003 | 44,132 | 10.7% | $369.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,837.30万 | 9.00% | 70,432 | 1,514 | 2.2% | $103.98万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,432.90万 | 11.97% | 902,866 | -15,104 | -1.6% | -$107.62万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $7,458.20万 | 13.88% | 1,498,238 | 66,288 | 4.6% | $329.98万 | 加仓 |