Avion Wealth
THE WOODLANDS TX · SEC CIK 0001792704
$4.84亿2026Q1 申报市值
1,552持仓数
69.3%前十大占比 · 第一大 14.7%
115 / 99新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUSB 加仓+$606.36万
VEU 加仓+$323.16万
VO 加仓+$125.75万
HYG 加仓+$118.95万
VUG 加仓+$115.40万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$220.10万
VOE 减仓-$92.80万
DIMENSIONAL ETF 减仓-$57.66万
VOO 减仓-$57.30万
QQQM 减仓-$56.67万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PTLC | PACER FDS TR | $21.50万 | 0.04% | 4,111 | 30 | 0.7% | $1,569 | 加仓 |
| ETN | EATON CORP PLC | $21.40万 | 0.04% | 599 | -123 | -17.0% | -$4.39万 | 减仓 |
| AMGN | AMGEN INC | $21.10万 | 0.04% | 602 | 1 | 0.2% | $350 | 加仓 |
| C | CITIGROUP INC | $20.60万 | 0.04% | 1,820 | 39 | 2.2% | $4,414 | 加仓 |
| NFLX | NETFLIX INC. | $20.30万 | 0.04% | 2,117 | 253 | 13.6% | $2.43万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.10万 | 0.04% | 202 | 20 | 11.0% | $1.99万 | 加仓 |
| SHEL | SHELL PLC | $19.90万 | 0.04% | 2,142 | 1,000 | 87.6% | $9.29万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $19.80万 | 0.04% | 3,951 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $19.00万 | 0.04% | 3,194 | 1,072 | 50.5% | $6.38万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $17.60万 | 0.04% | 583 | 18 | 3.2% | $5,434 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $17.60万 | 0.04% | 3,582 | 464 | 14.9% | $2.28万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $17.50万 | 0.04% | 11,057 | -3,180 | -22.3% | -$5.03万 | 减仓 |
| ENB | ENBRIDGE INC | $17.10万 | 0.04% | 3,170 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $16.90万 | 0.03% | 281 | 10 | 3.7% | $6,014 | 加仓 |
| EOG | EOG RES INC | $16.60万 | 0.03% | 1,152 | 19 | 1.7% | $2,738 | 加仓 |
| IWF | ISHARES TR | $16.50万 | 0.03% | 388 | 5 | 1.3% | $2,126 | 加仓 |
| SLV | ISHARES SILVER TR | $16.50万 | 0.03% | 2,436 | 0 | 0.0% | — | 不变 |
| — | CALAVO GROWERS INC | $15.90万 | 0.03% | 6,200 | 1,046 | 20.3% | $2.68万 | 加仓 |
| MO | ALTRIA GROUP INC | $15.80万 | 0.03% | 2,407 | 184 | 8.3% | $1.21万 | 加仓 |
| BP | BP PLC | $15.80万 | 0.03% | 3,382 | 595 | 21.3% | $2.78万 | 加仓 |
| ELM | SERIES PORTFOLIOS TR | $15.00万 | 0.03% | 5,535 | 3,246 | 141.8% | $8.80万 | 加仓 |
| IUSV | ISHARES TR | $14.70万 | 0.03% | 1,441 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $14.30万 | 0.03% | 1,466 | -166 | -10.2% | -$1.62万 | 减仓 |
| CSCO | CISCO SYS INC | $14.30万 | 0.03% | 1,847 | 329 | 21.7% | $2.55万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $14.10万 | 0.03% | 697 | 16 | 2.3% | $3,237 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $13.90万 | 0.03% | 1,271 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $13.70万 | 0.03% | 1,804 | 9 | 0.5% | $683 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $13.40万 | 0.03% | 4,617 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $13.10万 | 0.03% | 541 | 171 | 46.2% | $4.14万 | 加仓 |
| ETR | ENTERGY CORP NEW | $12.80万 | 0.03% | 1,142 | -3,643 | -76.1% | -$40.83万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $12.80万 | 0.03% | 891 | 477 | 115.2% | $6.85万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $12.60万 | 0.03% | 3,285 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $12.60万 | 0.03% | 292 | 10 | 3.5% | $4,315 | 加仓 |
| SHOP | SHOPIFY INC | $12.50万 | 0.03% | 1,056 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $12.30万 | 0.03% | 1,375 | 324 | 30.8% | $2.90万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $12.30万 | 0.03% | 435 | 6 | 1.4% | $1,697 | 加仓 |
| SO | SOUTHERN CO | $11.90万 | 0.02% | 1,239 | 997 | 412.0% | $9.58万 | 加仓 |
| IEMG | ISHARES INC | $11.70万 | 0.02% | 1,683 | -969 | -36.5% | -$6.74万 | 减仓 |
| VDC | VANGUARD WORLD FD | $11.70万 | 0.02% | 525 | 53 | 11.2% | $1.18万 | 加仓 |
| IWM | ISHARES TR | $11.60万 | 0.02% | 470 | -22 | -4.5% | -$5,430 | 减仓 |
| LOW | LOWES COS INC | $11.10万 | 0.02% | 470 | 2 | 0.4% | $472 | 加仓 |
| BAC | BANK AMERICA CORP | $11.00万 | 0.02% | 2,266 | 178 | 8.5% | $8,641 | 加仓 |
| TJX | TJX COS INC NEW | $10.90万 | 0.02% | 686 | 22 | 3.3% | $3,496 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $10.70万 | 0.02% | 3,186 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $10.70万 | 0.02% | 2,432 | 81 | 3.4% | $3,564 | 加仓 |
| DE | DEERE & CO | $10.60万 | 0.02% | 189 | 6 | 3.3% | $3,365 | 加仓 |
| TXN | TEXAS INSTRS INC | $10.10万 | 0.02% | 522 | 28 | 5.7% | $5,418 | 加仓 |
| VTR | VENTAS INC | $10.00万 | 0.02% | 1,223 | 5 | 0.4% | $409 | 加仓 |
| APP | APPLOVIN CORP | $9.90万 | 0.02% | 251 | -49 | -16.3% | -$1.93万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $9.80万 | 0.02% | 197 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $9.70万 | 0.02% | 3,920 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $9.60万 | 0.02% | 502 | -83 | -14.2% | -$1.59万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $9.60万 | 0.02% | 490 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $9.50万 | 0.02% | 990 | -3 | -0.3% | -$288 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $9.50万 | 0.02% | 2,551 | 1,242 | 94.9% | $4.63万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $9.30万 | 0.02% | 855 | 254 | 42.3% | $2.76万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $9.10万 | 0.02% | 1,422 | 9 | 0.6% | $576 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $9.10万 | 0.02% | 2,121 | 2,006 | 1,744.3% | $8.61万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $9.00万 | 0.02% | 784 | 13 | 1.7% | $1,492 | 加仓 |
| GE | GE AEROSPACE | $8.90万 | 0.02% | 315 | 65 | 26.0% | $1.84万 | 加仓 |
| CSX | CSX CORP | $8.90万 | 0.02% | 2,189 | 287 | 15.1% | $1.17万 | 加仓 |
| GEV | GE VERNOVA INC | $8.90万 | 0.02% | 103 | 38 | 58.5% | $3.28万 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $8.70万 | 0.02% | 6,324 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $8.60万 | 0.02% | 397 | -72 | -15.4% | -$1.56万 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $8.40万 | 0.02% | 6,161 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $8.30万 | 0.02% | 1,266 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $8.00万 | 0.02% | 894 | 12 | 1.4% | $1,074 | 加仓 |
| COIN | COINBASE GLOBAL INC | $7.90万 | 0.02% | 456 | 13 | 2.9% | $2,252 | 加仓 |
| VXUS | VANGUARD STAR FDS | $7.90万 | 0.02% | 1,037 | 52 | 5.3% | $3,961 | 加仓 |
| REMX | VANECK ETF TRUST | $7.90万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $7.80万 | 0.02% | 331 | -2,405 | -87.9% | -$56.67万 | 减仓 |
| IAU | ISHARES GOLD TR | $7.80万 | 0.02% | 896 | 25 | 2.9% | $2,176 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7.80万 | 0.02% | 384 | 95 | 32.9% | $1.93万 | 加仓 |
| IDU | ISHARES TR | $7.60万 | 0.02% | 660 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $7.30万 | 0.02% | 1,464 | 122 | 9.1% | $6,083 | 加仓 |
| KBR | KBR INC | $7.20万 | 0.01% | 1,960 | -208 | -9.6% | -$7,641 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $7.20万 | 0.01% | 902 | 10 | 1.1% | $798 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7.00万 | 0.01% | 984 | 145 | 17.3% | $1.03万 | 加仓 |
| TRGP | TARGA RES CORP | $7.00万 | 0.01% | 281 | -1 | -0.4% | -$249 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $6.90万 | 0.01% | 2,728 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $6.90万 | 0.01% | 835 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $6.90万 | 0.01% | 235 | 14 | 6.3% | $4,111 | 加仓 |
| ABT | ABBOTT LABORATORIES | $6.80万 | 0.01% | 667 | -170 | -20.3% | -$1.73万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $6.80万 | 0.01% | 4,300 | 4,300 | — | $6.80万 | 新建仓 |
| USMV | ISHARES TR | $6.70万 | 0.01% | 726 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $6.60万 | 0.01% | 655 | 25 | 4.0% | $2,519 | 加仓 |
| GM | GENERAL MTRS CO | $6.60万 | 0.01% | 893 | 563 | 170.6% | $4.16万 | 加仓 |
| NUE | NUCOR CORP | $6.50万 | 0.01% | 387 | 12 | 3.2% | $2,016 | 加仓 |
| PEP | PEPSICO INC | $6.40万 | 0.01% | 416 | 126 | 43.4% | $1.94万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $6.30万 | 0.01% | 2,202 | 137 | 6.6% | $3,920 | 加仓 |
| WM | WASTE MGMT INC DEL | $6.20万 | 0.01% | 273 | 16 | 6.2% | $3,634 | 加仓 |
| — | VALHI INC NEW | $6.20万 | 0.01% | 4,372 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $6.20万 | 0.01% | 736 | 736 | — | $6.20万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $6.10万 | 0.01% | 1,540 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $6.00万 | 0.01% | 177 | -31 | -14.9% | -$1.05万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $5.70万 | 0.01% | 2,532 | 1,171 | 86.0% | $2.64万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $5.60万 | 0.01% | 2,493 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $5.50万 | 0.01% | 254 | -250 | -49.6% | -$5.41万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $5.50万 | 0.01% | 259 | -275 | -51.5% | -$5.84万 | 减仓 |
| T | AT&T INC | $5.50万 | 0.01% | 1,903 | 229 | 13.7% | $6,618 | 加仓 |