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 |
|---|---|---|---|---|---|---|---|---|
| NEM | NEWMONT CORP | $2.40万 | 0.00% | 228 | -227 | -49.9% | -$2.39万 | 减仓 |
| TNET | TRINET GROUP INC | $2.40万 | 0.00% | 679 | 39 | 6.1% | $1,378 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.40万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $2.40万 | 0.00% | 1,964 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $2.40万 | 0.00% | 167 | -25 | -13.0% | -$3,593 | 减仓 |
| CNI | CANADIAN NATL RY CO | $2.40万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $2.40万 | 0.00% | 907 | 307 | 51.2% | $8,123 | 加仓 |
| — | WHITESTONE REIT | $2.40万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $2.40万 | 0.00% | 78 | 46 | 143.8% | $1.42万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $2.30万 | 0.00% | 83 | 10 | 13.7% | $2,771 | 加仓 |
| RKLB | ROCKET LAB CORP | $2.30万 | 0.00% | 363 | 3 | 0.8% | $190 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $2.30万 | 0.00% | 622 | 15 | 2.5% | $555 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2.30万 | 0.00% | 498 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.30万 | 0.00% | 255 | -5 | -1.9% | -$451 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.30万 | 0.00% | 180 | 16 | 9.8% | $2,044 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2.30万 | 0.00% | 56 | 7 | 14.3% | $2,875 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $2.20万 | 0.00% | 350 | -268 | -43.4% | -$1.68万 | 减仓 |
| MMM | 3M CO | $2.20万 | 0.00% | 155 | 11 | 7.6% | $1,561 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $2.20万 | 0.00% | 69 | 8 | 13.1% | $2,551 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2.20万 | 0.00% | 74 | 10 | 15.6% | $2,973 | 加仓 |
| PWR | QUANTA SVCS INC | $2.20万 | 0.00% | 41 | 6 | 17.1% | $3,220 | 加仓 |
| VB | VANGUARD INDEX FDS | $2.10万 | 0.00% | 83 | -33 | -28.4% | -$8,349 | 减仓 |
| PGR | PROGRESSIVE CORP | $2.10万 | 0.00% | 106 | -20 | -15.9% | -$3,962 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $2.10万 | 0.00% | 103 | 8 | 8.4% | $1,631 | 加仓 |
| EEM | ISHARES TR | $2.10万 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $2.10万 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD WELLINGTON FD | $2.10万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $2.10万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $2.10万 | 0.00% | 99 | 11 | 12.5% | $2,333 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2.00万 | 0.00% | 75 | -107 | -58.8% | -$2.85万 | 减仓 |
| COR | CENCORA INC | $2.00万 | 0.00% | 66 | 6 | 10.0% | $1,818 | 加仓 |
| CMI | CUMMINS INC | $2.00万 | 0.00% | 39 | 4 | 11.4% | $2,051 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2.00万 | 0.00% | 109 | 12 | 12.4% | $2,202 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $2.00万 | 0.00% | 838 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $2.00万 | 0.00% | 751 | 179 | 31.3% | $4,767 | 加仓 |
| TTE | TOTALENERGIES SE | $2.00万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2.00万 | 0.00% | 866 | 259 | 42.7% | $5,982 | 加仓 |
| ASLE | AERSALE CORPORATION | $1.90万 | 0.00% | 3,200 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1.90万 | 0.00% | 129 | 25 | 24.0% | $3,682 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1.90万 | 0.00% | 435 | 66 | 17.9% | $2,883 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW | $1.90万 | 0.00% | 1,071 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1.90万 | 0.00% | 269 | 22 | 8.9% | $1,554 | 加仓 |
| VST | VISTRA CORP | $1.90万 | 0.00% | 133 | 12 | 9.9% | $1,714 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.90万 | 0.00% | 131 | 7 | 5.6% | $1,015 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.90万 | 0.00% | 329 | 38 | 13.1% | $2,195 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $1.90万 | 0.00% | 319 | 32 | 11.1% | $1,906 | 加仓 |
| MSTR | STRATEGY INC | $1.90万 | 0.00% | 156 | 125 | 403.2% | $1.52万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.80万 | 0.00% | 289 | 38 | 15.1% | $2,367 | 加仓 |
| QCOM | QUALCOMM INC | $1.80万 | 0.00% | 141 | 5 | 3.7% | $638 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1.80万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $1.80万 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $1.80万 | 0.00% | 56 | 4 | 7.7% | $1,286 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1.80万 | 0.00% | 53 | 1 | 1.9% | $340 | 加仓 |
| EFV | ISHARES TR | $1.80万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1.80万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $1.80万 | 0.00% | 110 | 22 | 25.0% | $3,600 | 加仓 |
| DHI | D R HORTON INC | $1.80万 | 0.00% | 132 | 17 | 14.8% | $2,318 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1.80万 | 0.00% | 316 | 12 | 3.9% | $684 | 加仓 |
| RIO | RIO TINTO PLC | $1.80万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $1.80万 | 0.00% | 150 | 38 | 33.9% | $4,560 | 加仓 |
| D | DOMINION ENERGY INC | $1.80万 | 0.00% | 293 | 32 | 12.3% | $1,966 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.80万 | 0.00% | 109 | 18 | 19.8% | $2,972 | 加仓 |
| FDX | FEDEX CORP | $1.80万 | 0.00% | 53 | 4 | 8.2% | $1,358 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.80万 | 0.00% | 24 | 7 | 41.2% | $5,250 | 加仓 |
| IEO | ISHARES TR | $1.80万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $1.80万 | 0.00% | 182 | 43 | 30.9% | $4,253 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $1.70万 | 0.00% | 457 | 0 | 0.0% | — | 不变 |
| MEC | MAYVILLE ENGR CO INC | $1.70万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $1.70万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK ETF TRUST | $1.70万 | 0.00% | 709 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.70万 | 0.00% | 62 | 7 | 12.7% | $1,919 | 加仓 |
| DAL | DELTA AIR LINES INC | $1.70万 | 0.00% | 258 | 16 | 6.6% | $1,054 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.70万 | 0.00% | 39 | 5 | 14.7% | $2,179 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.70万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $1.70万 | 0.00% | 675 | 203 | 43.0% | $5,113 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1.70万 | 0.00% | 59 | 16 | 37.2% | $4,610 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.70万 | 0.00% | 26 | 5 | 23.8% | $3,269 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1.70万 | 0.00% | 292 | 54 | 22.7% | $3,144 | 加仓 |
| MPC | MARATHON PETE CORP | $1.70万 | 0.00% | 72 | 14 | 24.1% | $3,306 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1.70万 | 0.00% | 142 | 142 | — | $1.70万 | 新建仓 |
| MDT | MEDTRONIC PLC | $1.60万 | 0.00% | 192 | -27 | -12.3% | -$2,250 | 减仓 |
| MOAT | VANECK ETF TRUST | $1.60万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $1.60万 | 0.00% | 326 | 59 | 22.1% | $2,896 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.60万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $1.60万 | 0.00% | 138 | 37 | 36.6% | $4,290 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1.60万 | 0.00% | 76 | 8 | 11.8% | $1,684 | 加仓 |
| INTU | INTUIT | $1.50万 | 0.00% | 37 | -13 | -26.0% | -$5,270 | 减仓 |
| DHR | DANAHER CORP DEL | $1.50万 | 0.00% | 84 | -19 | -18.4% | -$3,393 | 减仓 |
| PINS | PINTEREST INC | $1.50万 | 0.00% | 823 | -8 | -1.0% | -$146 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.50万 | 0.00% | 36 | -4 | -10.0% | -$1,667 | 减仓 |
| NKE | NIKE INC | $1.50万 | 0.00% | 289 | 11 | 4.0% | $571 | 加仓 |
| MCO | MOODYS CORP | $1.50万 | 0.00% | 35 | 3 | 9.4% | $1,286 | 加仓 |
| EFAV | ISHARES TR | $1.50万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1.50万 | 0.00% | 48 | 15 | 45.5% | $4,688 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1.50万 | 0.00% | 53 | 8 | 17.8% | $2,264 | 加仓 |
| KOD | KODIAK SCIENCES INC | $1.50万 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $1.50万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $1.50万 | 0.00% | 112 | 93 | 489.5% | $1.25万 | 加仓 |
| — | DRAGANFLY INC. | $1.40万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $1.40万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |