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 |
|---|---|---|---|---|---|---|---|---|
| SPRY | ARS PHARMACEUTICALS INC | $4,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $4,000 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $4,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $4,000 | 0.00% | 84 | 8 | 10.5% | $381 | 加仓 |
| HUBB | HUBBELL INC | $4,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $4,000 | 0.00% | 32 | -4 | -11.1% | -$500 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $4,000 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $4,000 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | SARATOGA INVT CORP | $4,000 | 0.00% | 211 | 7 | 3.4% | $133 | 加仓 |
| CCAP | CRESCENT CAP BDC INC | $4,000 | 0.00% | 336 | 9 | 2.8% | $107 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $4,000 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $4,000 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $4,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | BITFARMS LTD | $4,000 | 0.00% | 2,104 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $4,000 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $4,000 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $4,000 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $4,000 | 0.00% | 14 | 5 | 55.6% | $1,429 | 加仓 |
| RBA | RB GLOBAL INC | $4,000 | 0.00% | 45 | 5 | 12.5% | $444 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $4,000 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $4,000 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $4,000 | 0.00% | 288 | 11 | 4.0% | $153 | 加仓 |
| STNE | STONECO LTD | $4,000 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $4,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $4,000 | 0.00% | 38 | 8 | 26.7% | $842 | 加仓 |
| SEIC | SEI INVTS CO | $4,000 | 0.00% | 63 | 6 | 10.5% | $381 | 加仓 |
| — | WEBSTER FINL CORP | $4,000 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP | $4,000 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $4,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $4,000 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $4,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $4,000 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $4,000 | 0.00% | 40 | 8 | 25.0% | $800 | 加仓 |
| CNO | CNO FINL GROUP INC | $4,000 | 0.00% | 107 | 48 | 81.4% | $1,794 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $4,000 | 0.00% | 22 | 10 | 83.3% | $1,818 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $4,000 | 0.00% | 33 | 11 | 50.0% | $1,333 | 加仓 |
| CRWV | COREWEAVE INC | $4,000 | 0.00% | 61 | 33 | 117.9% | $2,164 | 加仓 |
| BWA | BORGWARNER INC | $4,000 | 0.00% | 75 | 10 | 15.4% | $533 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $4,000 | 0.00% | 77 | 36 | 87.8% | $1,870 | 加仓 |
| CE | CELANESE CORP DEL | $4,000 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $4,000 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC | $4,000 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $4,000 | 0.00% | 42 | 20 | 90.9% | $1,905 | 加仓 |
| NWSA | NEWS CORP NEW | $4,000 | 0.00% | 162 | 106 | 189.3% | $2,617 | 加仓 |
| SGOL | ETFS GOLD TR | $4,000 | 0.00% | 100 | 100 | — | $4,000 | 新建仓 |
| UUUU | ENERGY FUELS INC | $3,000 | 0.00% | 200 | -1,400 | -87.5% | -$2.10万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $3,000 | 0.00% | 64 | -35 | -35.4% | -$1,641 | 减仓 |
| INDI | INDIE SEMICONDUCTOR INC | $3,000 | 0.00% | 1,043 | -1,144 | -52.3% | -$3,291 | 减仓 |
| JOBY | JOBY AVIATION INC | $3,000 | 0.00% | 467 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $3,000 | 0.00% | 12 | -8 | -40.0% | -$2,000 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $3,000 | 0.00% | 22 | -4 | -15.4% | -$545 | 减仓 |
| LYFT | LYFT INC | $3,000 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| OXLC | OXFORD LANE CAP CORP | $3,000 | 0.00% | 356 | 40 | 12.7% | $337 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $3,000 | 0.00% | 28 | -3 | -9.7% | -$321 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $3,000 | 0.00% | 49 | -1 | -2.0% | -$61 | 减仓 |
| ARCC | ARES CAPITAL CORP | $3,000 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LSPD | LIGHTSPEED COMMERCE INC | $3,000 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $3,000 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $3,000 | 0.00% | 35 | -5 | -12.5% | -$429 | 减仓 |
| WY | WEYERHAEUSER CO | $3,000 | 0.00% | 148 | -22 | -12.9% | -$446 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $3,000 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $3,000 | 0.00% | 48 | 22 | 84.6% | $1,375 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $3,000 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $3,000 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $3,000 | 0.00% | 17 | -5 | -22.7% | -$882 | 减仓 |
| OUST | OUSTER INC | $3,000 | 0.00% | 200 | -22 | -9.9% | -$330 | 减仓 |
| MORN | MORNINGSTAR INC | $3,000 | 0.00% | 23 | 2 | 9.5% | $261 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $3,000 | 0.00% | 86 | -7 | -7.5% | -$244 | 减仓 |
| — | ALPS ETF TR | $3,000 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $3,000 | 0.00% | 120 | -19 | -13.7% | -$475 | 减仓 |
| GEO | GEO GROUP INC | $3,000 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $3,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $3,000 | 0.00% | 6 | -1 | -14.3% | -$500 | 减仓 |
| ELVA | ELECTROVAYA INC | $3,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP | $3,000 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $3,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $3,000 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $3,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $3,000 | 0.00% | 23 | 10 | 76.9% | $1,304 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $3,000 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $3,000 | 0.00% | 173 | -28 | -13.9% | -$486 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $3,000 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $3,000 | 0.00% | 46 | 14 | 43.8% | $913 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $3,000 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | MICROBOT MED INC | $3,000 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $3,000 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $3,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $3,000 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $3,000 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $3,000 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $3,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $3,000 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $3,000 | 0.00% | 33 | -5 | -13.2% | -$455 | 减仓 |
| ESNT | ESSENT GROUP LTD | $3,000 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP | $3,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $3,000 | 0.00% | 25 | 3 | 13.6% | $360 | 加仓 |
| FTV | FORTIVE CORP | $3,000 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $3,000 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $3,000 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $3,000 | 0.00% | 28 | 0 | 0.0% | — | 不变 |