13F 机构持仓

Avion Wealth

THE WOODLANDS TX · SEC CIK 0001792704

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUSB 13.9%
VEA 12.0%
VOO 9.0%
VEU 7.1%
VOE 5.7%
VYM 5.2%
BNDX 5.1%
VBR 4.3%
VTI 3.8%
VO 3.2%

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
FTNT FORTINET INC $3.30万0.01%217 8058.4% $1.22万 加仓
CVNA CARVANA CO $3.20万0.01%500 204.2% $1,280 加仓
— DIREXION SHARES ETF TRUST $3.20万0.01%1,236 40.3% $104 加仓
CMI CUMMINS INC $3.20万0.01%45 615.4% $4,267 加仓
CVS CVS HEALTH CORP $3.20万0.01%318 4918.2% $4,931 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $3.20万0.01%120 98.1% $2,400 加仓
FYX FIRST TR EXCHANGE-TRADED ALP $3.20万0.01%225 225— $3.20万 新建仓
NET CLOUDFLARE INC $3.10万0.01%127 32.4% $732 加仓
PWR QUANTA SVCS INC $3.10万0.01%44 37.3% $2,114 加仓
FGD FIRST TR EXCHANGE-TRADED FD $3.10万0.01%988 988— $3.10万 新建仓
GBTC GRAYSCALE BITCOIN TRUST ETF $3.00万0.01%676 00.0% — 不变
SCHW SCHWAB CHARLES CORP $3.00万0.01%333 278.8% $2,432 加仓
CP CANADIAN PACIFIC KANSAS CITY $3.00万0.01%351 00.0% — 不变
AGNC AGNC INVT CORP $3.00万0.01%2,820 933.4% $989 加仓
MMM 3M CO $3.00万0.01%190 3522.6% $5,526 加仓
PGR PROGRESSIVE CORP $3.00万0.01%141 3533.0% $7,447 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $3.00万0.01%622 500409.8% $2.41万 加仓
RDVI FIRST TR EXCHANGE-TRADED FD $3.00万0.01%1,033 1,033— $3.00万 新建仓
FIXD FIRST TR EXCHNG TRADED FD VI $3.00万0.01%700 700— $3.00万 新建仓
BMOP BNY MELLON ETF TRUST II $3.00万0.01%1,197 1,197— $3.00万 新建仓
CTVA CORTEVA INC $2.90万0.01%345 -51-12.9% -$4,287 减仓
IVE ISHARES TR $2.90万0.01%130 00.0% — 不变
DAL DELTA AIR LINES INC $2.90万0.01%311 5320.5% $4,942 加仓
O REALTY INCOME CORP $2.80万0.01%460 -75-14.0% -$4,565 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $2.80万0.01%1,816 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $2.80万0.01%330 134.1% $1,103 加仓
CNI CANADIAN NATL RY CO $2.80万0.01%236 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $2.80万0.01%87 1317.6% $4,184 加仓
SPG SIMON PPTY GROUP INC NEW $2.80万0.01%129 2018.3% $4,341 加仓
SNOW SNOWFLAKE INC $2.80万0.01%113 -16-12.4% -$3,965 减仓
HDV ISHARES TR $2.80万0.01%1,036 876547.5% $2.37万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $2.70万0.01%490 00.0% — 不变
EQIX EQUINIX INC $2.70万0.01%26 00.0% — 不变
IWS ISHARES TR $2.70万0.01%167 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $2.70万0.01%190 105.6% $1,421 加仓
MAR MARRIOTT INTL INC NEW $2.70万0.01%74 57.2% $1,824 加仓
QCOM QUALCOMM INC $2.70万0.01%149 85.7% $1,450 加仓
CDNS CADENCE DESIGN SYSTEM INC $2.70万0.01%74 1219.4% $4,378 加仓
WES WESTERN MIDSTREAM PARTNERS L $2.60万0.00%600 00.0% — 不变
PRF INVESCO EXCHANGE TRADED FD T $2.60万0.00%498 00.0% — 不变
EEM ISHARES TR $2.60万0.00%385 00.0% — 不变
VFMO VANGUARD WELLINGTON FD $2.60万0.00%107 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT IN $2.60万0.00%143 129.2% $2,182 加仓
VRTX VERTEX PHARMACEUTICALS INC $2.60万0.00%53 1435.9% $6,868 加仓
URI UNITED RENTALS INC $2.60万0.00%23 315.0% $3,391 加仓
GILD GILEAD SCIENCES INC $2.50万0.00%203 126.3% $1,478 加仓
IEI ISHARES TR $2.50万0.00%216 00.0% — 不变
AKRE PROFESIONALLY MANAGED PORTFO $2.50万0.00%475 00.0% — 不变
VB VANGUARD INDEX FDS $2.50万0.00%83 00.0% — 不变
MXL MAXLINEAR INC $2.50万0.00%197 2413.9% $3,046 加仓
NEM NEWMONT CORP $2.40万0.00%260 3214.0% $2,954 加仓
ROST ROSS STORES INC $2.40万0.00%116 1717.2% $3,517 加仓
DHI D R HORTON INC $2.40万0.00%149 1712.9% $2,738 加仓
SYK STRYKER CORPORATION $2.40万0.00%79 2341.1% $6,987 加仓
MDLZ MONDELEZ INTL INC $2.40万0.00%415 9931.3% $5,725 加仓
KMB KIMBERLY-CLARK CORP $2.40万0.00%221 9170.0% $9,882 加仓
SCHH SCHWAB STRATEGIC TR $2.40万0.00%1,032 1,0125,060.0% $2.35万 加仓
TMQ TRILOGY METALS INC NEW $2.30万0.00%6,556 -1,314-16.7% -$4,610 减仓
FENY FIDELITY COVINGTON TRUST $2.30万0.00%798 00.0% — 不变
TMUS T-MOBILE US INC $2.30万0.00%140 1814.8% $2,957 加仓
TOST TOAST INC $2.30万0.00%841 -66-7.3% -$1,805 减仓
GLP GLOBAL PARTNERS LP $2.30万0.00%500 00.0% — 不变
CTO CTO RLTY GROWTH INC NEW $2.30万0.00%1,071 00.0% — 不变
Q QNITY ELECTRONICS INC $2.30万0.00%142 1511.8% $2,430 加仓
HOOD ROBINHOOD MKTS INC $2.30万0.00%234 5430.0% $5,308 加仓
AB ALLIANCEBERNSTEIN HLDG L P $2.20万0.00%636 142.3% $484 加仓
ORLY OREILLY AUTOMOTIVE INC $2.20万0.00%242 -13-5.1% -$1,182 减仓
TEL TE CONNECTIVITY PLC $2.20万0.00%110 76.8% $1,400 加仓
ABNB AIRBNB INC $2.20万0.00%159 96.0% $1,245 加仓
D DOMINION ENERGY INC $2.20万0.00%335 4214.3% $2,758 加仓
MPWR MONOLITHIC PWR SYS INC $2.20万0.00%16 00.0% — 不变
TRV TRAVELERS COMPANIES INC $2.20万0.00%67 813.6% $2,627 加仓
ZS ZSCALER INC $2.20万0.00%157 4540.2% $6,306 加仓
LITE LUMENTUM HLDGS INC $2.20万0.00%26 418.2% $3,385 加仓
MNST MONSTER BEVERAGE CORP NEW $2.20万0.00%233 3618.3% $3,399 加仓
NSP INSPERITY INC $2.20万0.00%548 265.0% $1,044 加仓
DASH DOORDASH INC $2.20万0.00%121 5172.9% $9,273 加仓
RDDT REDDIT INC $2.20万0.00%128 84190.9% $1.44万 加仓
DOW DOW HLDGS INC $2.10万0.00%799 8111.3% $2,129 加仓
OTF BLUE OWL TECHNOLOGY FIN CORP $2.10万0.00%2,055 00.0% — 不变
FSSL FS SPECIALTY LENDING FD $2.10万0.00%1,964 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $2.10万0.00%85 22.4% $494 加仓
VST VISTRA CORP $2.10万0.00%133 00.0% — 不变
GD GENERAL DYNAMICS CORP $2.10万0.00%61 815.1% $2,754 加仓
DGX QUEST DIAGNOSTICS INC $2.10万0.00%103 88.4% $1,631 加仓
MPC MARATHON PETE CORP $2.10万0.00%86 1419.4% $3,419 加仓
JBHT HUNT J B TRANS SVCS INC $2.10万0.00%73 45.8% $1,151 加仓
CSWC CAPITAL SOUTHWEST CORP $2.10万0.00%900 40080.0% $9,333 加仓
JOBY JOBY AVIATION INC $2.10万0.00%2,467 2,000428.3% $1.70万 加仓
PAGP PLAINS GP HLDGS L P $2.00万0.00%838 00.0% — 不变
BKR BAKER HUGHES COMPANY $2.00万0.00%375 5617.6% $2,987 加仓
ASLE AERSALE CORPORATION $2.00万0.00%3,200 00.0% — 不变
BIIB BIOGEN INC $2.00万0.00%96 2128.0% $4,375 加仓
COHR COHERENT CORP $2.00万0.00%53 920.5% $3,396 加仓
MKSI MKS INC. $2.00万0.00%45 512.5% $2,222 加仓
ELV ELEVANCE HEALTH INC FORMERLY $2.00万0.00%52 33173.7% $1.27万 加仓
CCL CARNIVAL CORP LTD $2.00万0.00%702 702— $2.00万 新建仓
HCA HCA HEALTHCARE INC $1.90万0.00%50 -3-5.7% -$1,140 减仓
BMY BRISTOL-MYERS SQUIBB CO $1.90万0.00%339 103.0% $560 加仓
FDX FEDEX CORP $1.90万0.00%63 1018.9% $3,016 加仓