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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $26.30万 | 0.05% | 747 | -38 | -4.8% | -$1.34万 | 减仓 |
| DEM | WISDOMTREE TR | $26.20万 | 0.05% | 4,881 | 5 | 0.1% | $268 | 加仓 |
| 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 |
| ETN | EATON CORP PLC | $25.00万 | 0.05% | 587 | -12 | -2.0% | -$5,111 | 减仓 |
| CSCO | CISCO SYS INC | $24.00万 | 0.04% | 2,047 | 200 | 10.8% | $2.34万 | 加仓 |
| PTLC | PACER FDS TR | $23.90万 | 0.04% | 4,111 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $23.70万 | 0.04% | 409 | 25 | 6.5% | $1.45万 | 加仓 |
| — | SABA CAPITAL INCOME & OPPORT | $23.30万 | 0.04% | 27,937 | -968 | -3.3% | -$8,073 | 减仓 |
| 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 |
| HYDB | ISHARES TR | $22.80万 | 0.04% | 4,893 | 4,893 | — | $22.80万 | 新建仓 |
| AMGN | AMGEN INC | $22.50万 | 0.04% | 623 | 21 | 3.5% | $7,584 | 加仓 |
| MCD | MCDONALDS CORP | $22.00万 | 0.04% | 815 | 19 | 2.4% | $5,129 | 加仓 |
| DGRO | ISHARES TR | $21.60万 | 0.04% | 2,852 | 2,543 | 823.0% | $19.26万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $21.50万 | 0.04% | 1,841 | 986 | 115.3% | $11.51万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $20.40万 | 0.04% | 605 | 22 | 3.8% | $7,418 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $20.00万 | 0.04% | 3,647 | -304 | -7.7% | -$1.67万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $19.80万 | 0.04% | 212 | 10 | 5.0% | $9,340 | 加仓 |
| MCK | MCKESSON CORP | $19.60万 | 0.04% | 260 | -4 | -1.5% | -$3,015 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $19.20万 | 0.04% | 3,582 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $18.80万 | 0.03% | 3,197 | 3 | 0.1% | $176 | 加仓 |
| 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 |
| ENB | ENBRIDGE INC | $17.10万 | 0.03% | 3,170 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $16.80万 | 0.03% | 599 | 58 | 10.7% | $1.63万 | 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 |
| 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 |
| KO | COCA COLA CO | $16.40万 | 0.03% | 2,025 | 221 | 12.3% | $1.79万 | 加仓 |
| ELM | SERIES PORTFOLIOS TR | $16.20万 | 0.03% | 5,535 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $16.10万 | 0.03% | 1,356 | -110 | -7.5% | -$1.31万 | 减仓 |
| NFLX | NETFLIX INC. | $15.40万 | 0.03% | 2,159 | 42 | 2.0% | $2,996 | 加仓 |
| EOG | EOG RES INC | $14.80万 | 0.03% | 1,148 | -4 | -0.3% | -$516 | 减仓 |
| 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 |
| LMT | LOCKHEED MARTIN CORP | $14.50万 | 0.03% | 286 | 5 | 1.8% | $2,535 | 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 |
| SBUX | STARBUCKS CORP | $14.20万 | 0.03% | 1,399 | 24 | 1.7% | $2,436 | 加仓 |
| IWM | ISHARES TR | $14.10万 | 0.03% | 470 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $13.70万 | 0.03% | 368 | 53 | 16.8% | $1.97万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $13.40万 | 0.02% | 919 | 28 | 3.1% | $4,083 | 加仓 |
| APP | APPLOVIN CORP | $13.40万 | 0.02% | 262 | 11 | 4.4% | $5,626 | 加仓 |
| BCI | ABRDN ETFS | $13.40万 | 0.02% | 6,028 | 6,028 | — | $13.40万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $13.30万 | 0.02% | 1,467 | 45 | 3.2% | $4,080 | 加仓 |
| GEV | GE VERNOVA INC | $13.20万 | 0.02% | 113 | 10 | 9.7% | $1.17万 | 加仓 |
| ETR | ENTERGY CORP NEW | $13.00万 | 0.02% | 1,132 | -10 | -0.9% | -$1,148 | 减仓 |
| SO | SOUTHERN CO | $12.90万 | 0.02% | 1,348 | 109 | 8.8% | $1.04万 | 加仓 |
| DE | DEERE & CO | $12.60万 | 0.02% | 200 | 11 | 5.8% | $6,930 | 加仓 |
| ABBV | ABBVIE INC | $12.60万 | 0.02% | 504 | 107 | 27.0% | $2.67万 | 加仓 |
| ZAP | GLOBAL X FDS | $12.50万 | 0.02% | 3,635 | 3,635 | — | $12.50万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $12.30万 | 0.02% | 3,059 | 3,059 | — | $12.30万 | 新建仓 |
| KLAC | KLA CORP | $12.10万 | 0.02% | 402 | 62 | 18.2% | $1.87万 | 加仓 |
| SHOP | SHOPIFY INC | $11.90万 | 0.02% | 1,050 | -6 | -0.6% | -$680 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $11.70万 | 0.02% | 284 | -8 | -2.7% | -$3,296 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $11.60万 | 0.02% | 3,186 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $11.50万 | 0.02% | 2,434 | 245 | 11.2% | $1.16万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $11.40万 | 0.02% | 223 | 26 | 13.2% | $1.33万 | 加仓 |
| ICVT | ISHARES TR | $11.30万 | 0.02% | 932 | 932 | — | $11.30万 | 新建仓 |
| TJX | TJX COS INC NEW | $11.10万 | 0.02% | 733 | 47 | 6.9% | $7,117 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $10.90万 | 0.02% | 3,285 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $10.90万 | 0.02% | 1,232 | 9 | 0.7% | $796 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $10.90万 | 0.02% | 320 | -27 | -7.8% | -$9,197 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $10.80万 | 0.02% | 3,920 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $10.80万 | 0.02% | 1,123 | 133 | 13.4% | $1.28万 | 加仓 |
| VDC | VANGUARD WORLD FD | $10.60万 | 0.02% | 472 | -53 | -10.1% | -$1.19万 | 减仓 |
| 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 | 13 | 2.7% | $2,662 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $10.00万 | 0.02% | 784 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $10.00万 | 0.02% | 331 | 0 | 0.0% | — | 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 | 83 | 3.9% | $3,653 | 加仓 |
| LRGF | ISHARES TR | $9.50万 | 0.02% | 1,266 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $9.20万 | 0.02% | 1,792 | -759 | -29.8% | -$3.90万 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $9.10万 | 0.02% | 6,161 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $9.00万 | 0.02% | 305 | 123 | 67.6% | $3.63万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $8.90万 | 0.02% | 1,047 | 10 | 1.0% | $850 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $8.60万 | 0.02% | 6,324 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $8.60万 | 0.02% | 683 | 28 | 4.3% | $3,526 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $8.50万 | 0.02% | 112 | 9 | 8.7% | $6,830 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $8.20万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $8.00万 | 0.01% | 2,727 | -1 | -0.0% | -$29 | 减仓 |
| REMX | VANECK ETF TRUST | $7.90万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $7.80万 | 0.01% | 327 | -108 | -24.8% | -$2.58万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $7.70万 | 0.01% | 230 | 108 | 88.5% | $3.62万 | 加仓 |
| IDU | ISHARES TR | $7.50万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $7.40万 | 0.01% | 835 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $7.40万 | 0.01% | 420 | 83 | 24.6% | $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 |
| SLV | ISHARES SILVER TR | $7.30万 | 0.01% | 1,379 | -1,057 | -43.4% | -$5.60万 | 减仓 |
| 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 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $7.20万 | 0.01% | 72 | 13 | 22.0% | $1.30万 | 加仓 |
| AVO | MISSION PRODUCE INC | $7.20万 | 0.01% | 6,176 | 6,069 | 5,672.0% | $7.08万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $7.20万 | 0.01% | 775 | 775 | — | $7.20万 | 新建仓 |