13F 机构持仓

Avion Wealth

THE WOODLANDS TX · SEC CIK 0001792704

2026Q22026Q1 更早 9 个季度 🔒
$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
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 14.7%
VEA 12.1%
VOO 8.5%
VEU 6.4%
VOE 6.0%
BNDX 5.5%
VYM 5.3%
VBR 4.3%
VTI 3.6%
VO 2.9%

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
CRH CRH PLC $1.00万0.00%99 2737.5% $2,727 加仓
CW CURTISS WRIGHT CORP $1.00万0.00%16 00.0% — 不变
JBL JABIL INC $1.00万0.00%39 618.2% $1,538 加仓
PCAR PACCAR INC $1.00万0.00%93 2027.4% $2,151 加仓
PSA PUBLIC STORAGE OPER CO $1.00万0.00%39 1456.0% $3,590 加仓
FANG DIAMONDBACK ENERGY INC $1.00万0.00%54 1228.6% $2,222 加仓
ODFL OLD DOMINION FREIGHT LINE IN $1.00万0.00%55 1227.9% $2,182 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $1.00万0.00%111 90428.6% $8,108 加仓
DOC HEALTHPEAK PROPERTIES INC $1.00万0.00%660 599982.0% $9,076 加仓
AIG AMERICAN INTL GROUP INC $9,0000.00%124 -12-8.8% -$871 减仓
RBLX ROBLOX CORP $9,0000.00%170 2718.9% $1,429 加仓
SHW SHERWIN WILLIAMS CO $9,0000.00%31 -1-3.1% -$290 减仓
IXG ISHARES TR $9,0000.00%87 00.0% — 不变
RPM RPM INTL INC $9,0000.00%91 00.0% — 不变
XYZ BLOCK INC $9,0000.00%155 74.7% $406 加仓
TDIV FIRST TR EXCHANGE TRADED FD $9,0000.00%100 00.0% — 不变
NDAQ NASDAQ INC $9,0000.00%107 65.9% $505 加仓
ACGL ARCH CAP GROUP LTD $9,0000.00%94 -2-2.1% -$191 减仓
HIG HARTFORD INSURANCE GROUP INC $9,0000.00%71 00.0% — 不变
TSN TYSON FOODS INC $9,0000.00%156 00.0% — 不变
RJF RAYMOND JAMES FINL INC $9,0000.00%63 916.7% $1,286 加仓
ARWR ARROWHEAD PHARMACEUTICALS IN $9,0000.00%153 2721.4% $1,588 加仓
CI THE CIGNA GROUP $9,0000.00%36 412.5% $1,000 加仓
MLM MARTIN MARIETTA MATLS INC $9,0000.00%16 214.3% $1,125 加仓
VPL VANGUARD INTL EQUITY INDEX F $9,0000.00%95 00.0% — 不变
PHM PULTE GROUP INC $9,0000.00%84 1216.7% $1,286 加仓
KIM KIMCO REALTY CORP $9,0000.00%404 00.0% — 不变
EQT EQT CORP $9,0000.00%156 2418.2% $1,385 加仓
CBOE CBOE GLOBAL MKTS INC $9,0000.00%35 412.9% $1,029 加仓
ZTS ZOETIS INC $9,0000.00%80 1931.1% $2,138 加仓
WAB WABTEC $9,0000.00%38 25.6% $474 加仓
MKSI MKS INC. $9,0000.00%40 00.0% — 不变
UTF COHEN & STEERS INFRASTRUCTUR $9,0000.00%351 10442.1% $2,667 加仓
EME EMCOR GROUP INC $9,0000.00%13 444.4% $2,769 加仓
VICI VICI PPTYS INC $9,0000.00%334 14173.1% $3,799 加仓
TER TERADYNE INC $9,0000.00%31 834.8% $2,323 加仓
MRNA MODERNA INC $9,0000.00%189 5339.0% $2,524 加仓
RITM RITHM CAPITAL CORP $9,0000.00%1,053 951932.4% $8,128 加仓
MLTX MOONLAKE IMMUNOTHERAPEUTICS $9,0000.00%500 500— $9,000 新建仓
QFIN QFIN HOLDINGS INC $9,0000.00%750 750— $9,000 新建仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $8,0000.00%42 -38-47.5% -$7,238 减仓
RKT ROCKET COS INC $8,0000.00%563 -52-8.5% -$739 减仓
OPEN OPENDOOR TECHNOLOGIES INC $8,0000.00%1,800 00.0% — 不变
TSCO TRACTOR SUPPLY CO $8,0000.00%184 -28-13.2% -$1,217 减仓
IP INTERNATIONAL PAPER CO $8,0000.00%249 -26-9.5% -$835 减仓
AMP AMERIPRISE FINL INC $8,0000.00%18 -2-10.0% -$889 减仓
XEXGX EATON VANCE TAX-MANAGED GLOB $8,0000.00%1,000 00.0% — 不变
TDG TRANSDIGM GROUP INC $8,0000.00%7 00.0% — 不变
PCOR PROCORE TECHNOLOGIES INC $8,0000.00%156 2418.2% $1,231 加仓
L LOEWS CORP $8,0000.00%80 00.0% — 不变
USFR WISDOMTREE TR $8,0000.00%167 00.0% — 不变
INCY INCYTE CORP $8,0000.00%85 -5-5.6% -$471 减仓
XLB SELECT SECTOR SPDR TR $8,0000.00%164 00.0% — 不变
HSY HERSHEY CO $8,0000.00%42 25.0% $381 加仓
AMLP ALPS ETF TR $8,0000.00%168 00.0% — 不变
XLP SELECT SECTOR SPDR TR $8,0000.00%100 00.0% — 不变
CMS CMS ENERGY CORP $8,0000.00%106 77.1% $528 加仓
IXC ISHARES TR $8,0000.00%144 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $8,0000.00%40 1348.1% $2,600 加仓
NU NU HLDGS LTD $8,0000.00%600 20050.0% $2,667 加仓
CC CHEMOURS CO $8,0000.00%404 00.0% — 不变
GRMN GARMIN LTD $8,0000.00%36 1250.0% $2,667 加仓
FITB FIFTH THIRD BANCORP $8,0000.00%177 8490.3% $3,797 加仓
ALB ALBEMARLE CORP $8,0000.00%48 31182.4% $5,167 加仓
MDB MONGODB INC $7,0000.00%29 00.0% — 不变
QS QUANTUMSCAPE CORP $7,0000.00%1,121 00.0% — 不变
FOXA FOX CORP $7,0000.00%121 -31-20.4% -$1,793 减仓
NMAX NEWSMAX INC $7,0000.00%1,500 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $7,0000.00%248 -43-14.8% -$1,214 减仓
OPFI OPPFI INC $7,0000.00%1,000 00.0% — 不变
KHC KRAFT HEINZ CO $7,0000.00%322 -58-15.3% -$1,261 减仓
HPQ HP INC $7,0000.00%405 -43-9.6% -$743 减仓
ARQT ARCUTIS BIOTHERAPEUTICS INC $7,0000.00%335 00.0% — 不变
ILMN ILLUMINA INC $7,0000.00%62 -4-6.1% -$452 减仓
FICO FAIR ISAAC CORP $7,0000.00%7 240.0% $2,000 加仓
DG DOLLAR GEN CORP $7,0000.00%64 34.9% $328 加仓
WAT WATERS CORP $7,0000.00%24 14.3% $292 加仓
MSCI MSCI INC $7,0000.00%14 -1-6.7% -$500 减仓
IYR ISHARES TR $7,0000.00%77 00.0% — 不变
TWLO TWILIO INC $7,0000.00%56 59.8% $625 加仓
ES EVERSOURCE ENERGY $7,0000.00%109 00.0% — 不变
VMC VULCAN MATLS CO $7,0000.00%29 626.1% $1,448 加仓
FE FIRSTENERGY CORP $7,0000.00%147 00.0% — 不变
VEEV VEEVA SYS INC $7,0000.00%45 1655.2% $2,489 加仓
MLPA GLOBAL X FDS $7,0000.00%141 00.0% — 不变
VRSN VERISIGN INC $7,0000.00%29 27.4% $483 加仓
EBAY EBAY INC. $7,0000.00%84 67.7% $500 加仓
GUNR FLEXSHARES TR $7,0000.00%144 00.0% — 不变
IR INGERSOLL RAND INC $7,0000.00%96 1112.9% $802 加仓
NXDT NEXPOINT DIVERSIFIED REL ET $7,0000.00%1,573 362.3% $160 加仓
CHD CHURCH & DWIGHT CO INC $7,0000.00%79 1727.4% $1,506 加仓
CARR CARRIER GLOBAL CORPORATION $7,0000.00%138 3534.0% $1,775 加仓
NVO NOVO-NORDISK A S $7,0000.00%205 105105.0% $3,585 加仓
WTFC WINTRUST FINL CORP $7,0000.00%51 1541.7% $2,059 加仓
BETA BETA TECHNOLOGIES INC $7,0000.00%500 418509.8% $5,852 加仓
DXYZ DESTINY TECH100 INC $7,0000.00%280 200250.0% $5,000 加仓
FISV FISERV INC $7,0000.00%130 101348.3% $5,438 加仓
CZR CAESARS ENTERTAINMENT INC NE $7,0000.00%302 266738.9% $6,166 加仓
PAVE GLOBAL X FDS $7,0000.00%144 144— $7,000 新建仓
VOOG VANGUARD ADMIRAL FDS INC $6,0000.00%16 -24-60.0% -$9,000 减仓