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 |
|---|---|---|---|---|---|---|---|---|
| PPL | PPL CORP | $1.40万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $1.40万 | 0.00% | 20 | 4 | 25.0% | $2,800 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.40万 | 0.00% | 197 | 28 | 16.6% | $1,990 | 加仓 |
| KVUE | KENVUE INC | $1.40万 | 0.00% | 861 | 113 | 15.1% | $1,837 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1.40万 | 0.00% | 65 | 13 | 25.0% | $2,800 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1.40万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $1.40万 | 0.00% | 80 | 21 | 35.6% | $3,675 | 加仓 |
| NSP | INSPERITY INC | $1.40万 | 0.00% | 522 | 522 | — | $1.40万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.30万 | 0.00% | 100 | -329 | -76.7% | -$4.28万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1.30万 | 0.00% | 69 | -9 | -11.5% | -$1,696 | 减仓 |
| FG | F&G ANNUITIES & LIFE INC | $1.30万 | 0.00% | 523 | -17 | -3.1% | -$423 | 减仓 |
| CBRE | CBRE GROUP INC | $1.30万 | 0.00% | 99 | 5 | 5.3% | $657 | 加仓 |
| MTUM | ISHARES TR | $1.30万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $1.30万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $1.30万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.30万 | 0.00% | 75 | 3 | 4.2% | $520 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.30万 | 0.00% | 60 | 4 | 7.1% | $867 | 加仓 |
| AFL | AFLAC INC | $1.30万 | 0.00% | 122 | 5 | 4.3% | $533 | 加仓 |
| GWW | WW GRAINGER INC | $1.30万 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1.30万 | 0.00% | 293 | 36 | 14.0% | $1,597 | 加仓 |
| PSEC | PROSPECT CAP CORP | $1.30万 | 0.00% | 5,100 | 237 | 4.9% | $604 | 加仓 |
| EMR | EMERSON ELEC CO | $1.30万 | 0.00% | 103 | 20 | 24.1% | $2,524 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $1.30万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $1.30万 | 0.00% | 500 | -22 | -4.2% | -$572 | 减仓 |
| AME | AMETEK INC | $1.30万 | 0.00% | 62 | 6 | 10.7% | $1,258 | 加仓 |
| FAST | FASTENAL CO | $1.30万 | 0.00% | 295 | 44 | 17.5% | $1,939 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.30万 | 0.00% | 51 | 12 | 30.8% | $3,059 | 加仓 |
| EXC | EXELON CORP | $1.30万 | 0.00% | 272 | 81 | 42.4% | $3,871 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.30万 | 0.00% | 48 | 8 | 20.0% | $2,167 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.30万 | 0.00% | 45 | 14 | 45.2% | $4,044 | 加仓 |
| S | SENTINELONE INC | $1.30万 | 0.00% | 1,077 | 1,013 | 1,582.8% | $1.22万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1.20万 | 0.00% | 180 | -160 | -47.1% | -$1.07万 | 减仓 |
| — | OWLET INC | $1.20万 | 0.00% | 2,500 | 500 | 25.0% | $2,400 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.20万 | 0.00% | 31 | -71 | -69.6% | -$2.75万 | 减仓 |
| — | ISHARES ETHEREUM TR | $1.20万 | 0.00% | 806 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.20万 | 0.00% | 130 | -5 | -3.7% | -$462 | 减仓 |
| ADSK | AUTODESK INC | $1.20万 | 0.00% | 54 | 4 | 8.0% | $889 | 加仓 |
| XRT | SPDR SERIES TRUST | $1.20万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $1.20万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $1.20万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1.20万 | 0.00% | 61 | -1 | -1.6% | -$197 | 减仓 |
| — | WISDOMTREE TR | $1.20万 | 0.00% | 443 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $1.20万 | 0.00% | 123 | 23 | 23.0% | $2,244 | 加仓 |
| IEF | ISHARES TR | $1.20万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $1.20万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $1.20万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $1.20万 | 0.00% | 31 | 7 | 29.2% | $2,710 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1.20万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1.20万 | 0.00% | 23 | 7 | 43.8% | $3,652 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1.20万 | 0.00% | 157 | 28 | 21.7% | $2,140 | 加仓 |
| ECL | ECOLAB INC | $1.20万 | 0.00% | 47 | 10 | 27.0% | $2,553 | 加仓 |
| YUM | YUM BRANDS INC | $1.20万 | 0.00% | 81 | 24 | 42.1% | $3,556 | 加仓 |
| KR | KROGER CO | $1.20万 | 0.00% | 175 | 35 | 25.0% | $2,400 | 加仓 |
| PAYX | PAYCHEX INC | $1.20万 | 0.00% | 134 | 67 | 100.0% | $6,000 | 加仓 |
| CIEN | CIENA CORP | $1.20万 | 0.00% | 31 | 4 | 14.8% | $1,548 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1.20万 | 0.00% | 130 | 99 | 319.4% | $9,138 | 加仓 |
| SNDK | SANDISK CORP | $1.20万 | 0.00% | 20 | 14 | 233.3% | $8,400 | 加仓 |
| SM | SM ENERGY COMPANY | $1.20万 | 0.00% | 397 | 369 | 1,317.9% | $1.12万 | 加仓 |
| IRS | IRSA INVERSIONES Y REP S A | $1.20万 | 0.00% | 750 | 750 | — | $1.20万 | 新建仓 |
| — | AQUESTIVE THERAPEUTICS INC | $1.20万 | 0.00% | 3,000 | 3,000 | — | $1.20万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1.10万 | 0.00% | 200 | -2,781 | -93.3% | -$15.30万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $1.10万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $1.10万 | 0.00% | 121 | -43 | -26.2% | -$3,909 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $1.10万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $1.10万 | 0.00% | 172 | 24 | 16.2% | $1,535 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.10万 | 0.00% | 75 | -3 | -3.8% | -$440 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $1.10万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $1.10万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $1.10万 | 0.00% | 260 | -11 | -4.1% | -$465 | 减仓 |
| SCZ | ISHARES TR | $1.10万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $1.10万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $1.10万 | 0.00% | 56 | 2 | 3.7% | $393 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1.10万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $1.10万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $1.10万 | 0.00% | 282 | -100 | -26.2% | -$3,901 | 减仓 |
| STT | STATE STR CORP | $1.10万 | 0.00% | 94 | 23 | 32.4% | $2,691 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.10万 | 0.00% | 137 | 18 | 15.1% | $1,445 | 加仓 |
| FTNT | FORTINET INC | $1.10万 | 0.00% | 137 | 21 | 18.1% | $1,686 | 加仓 |
| SRE | SEMPRA | $1.10万 | 0.00% | 114 | 20 | 21.3% | $1,930 | 加仓 |
| XEL | XCEL ENERGY INC | $1.10万 | 0.00% | 144 | 24 | 20.0% | $1,833 | 加仓 |
| AON | AON PLC | $1.10万 | 0.00% | 35 | 11 | 45.8% | $3,457 | 加仓 |
| FIX | COMFORT SYS USA INC | $1.10万 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.10万 | 0.00% | 99 | 24 | 32.0% | $2,667 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $1.10万 | 0.00% | 750 | 750 | — | $1.10万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $1.00万 | 0.00% | 50 | -175 | -77.8% | -$3.50万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1.00万 | 0.00% | 62 | -204 | -76.7% | -$3.29万 | 减仓 |
| COHR | COHERENT CORP | $1.00万 | 0.00% | 44 | -121 | -73.3% | -$2.75万 | 减仓 |
| BX | BLACKSTONE INC | $1.00万 | 0.00% | 91 | -23 | -20.2% | -$2,527 | 减仓 |
| DASH | DOORDASH INC | $1.00万 | 0.00% | 70 | -2 | -2.8% | -$286 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $1.00万 | 0.00% | 1,008 | 46 | 4.8% | $456 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.00万 | 0.00% | 63 | -10 | -13.7% | -$1,587 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.00万 | 0.00% | 93 | 5 | 5.7% | $538 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $1.00万 | 0.00% | 202 | 30 | 17.4% | $1,485 | 加仓 |
| IQV | IQVIA HLDGS INC | $1.00万 | 0.00% | 59 | 6 | 11.3% | $1,017 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $1.00万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| NEWT | NEWTEKONE INC | $1.00万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1.00万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $1.00万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.00万 | 0.00% | 897 | 143 | 19.0% | $1,594 | 加仓 |
| RMD | RESMED INC | $1.00万 | 0.00% | 47 | 6 | 14.6% | $1,277 | 加仓 |