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
CINF CINCINNATI FINL CORP $7,0000.00%38 00.0% — 不变
P EVERPURE INC $7,0000.00%97 1315.5% $938 加仓
FSLR FIRST SOLAR INC $7,0000.00%30 942.9% $2,100 加仓
HUBB HUBBELL INC $7,0000.00%14 440.0% $2,000 加仓
EXR EXTRA SPACE STORAGE INC $7,0000.00%51 1854.5% $2,471 加仓
CNO CNO FINL GROUP INC $7,0000.00%151 4441.1% $2,040 加仓
COHU COHU INC $7,0000.00%100 00.0% — 不变
TEAM ATLASSIAN CORPORATION $7,0000.00%90 4287.5% $3,267 加仓
ACLS AXCELIS TECHNOLOGIES INC $7,0000.00%42 00.0% — 不变
SPYM SPDR SERIES TRUST $7,0000.00%86 4087.0% $3,256 加仓
PPG PPG INDS INC $7,0000.00%65 3297.0% $3,446 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $7,0000.00%149 110282.1% $5,168 加仓
CPB THE CAMPBELLS COMPANY $7,0000.00%343 279435.9% $5,694 加仓
FLEX FLEX LTD $7,0000.00%49 25104.2% $3,571 加仓
MTSI MACOM TECH SOLUTIONS HLDGS I $7,0000.00%19 16533.3% $5,895 加仓
NLR VANECK ETF TRUST $7,0000.00%65 65— $7,000 新建仓
LB LANDBRIDGE COMPANY LLC $7,0000.00%100 100— $7,000 新建仓
DRAM ROUNDHILL ETF TRUST $7,0000.00%100 100— $7,000 新建仓
— TIDAL TRUST II $7,0000.00%500 500— $7,000 新建仓
— KURV ETF TR $7,0000.00%300 300— $7,000 新建仓
NDAQ NASDAQ INC $6,0000.00%80 -27-25.2% -$2,025 减仓
HSY HERSHEY CO $6,0000.00%36 -6-14.3% -$1,000 减仓
TPL TEXAS PACIFIC LAND CORPORATI $6,0000.00%15 215.4% $800 加仓
SCCO SOUTHERN COPPER CORP $6,0000.00%37 00.0% — 不变
LMND LEMONADE INC $6,0000.00%100 00.0% — 不变
WCN WASTE CONNECTIONS INC $6,0000.00%41 37.9% $439 加仓
USAC USA COMPRESSION PARTNERS LP $6,0000.00%250 00.0% — 不变
RGEN REPLIGEN CORP $6,0000.00%50 -4-7.4% -$480 减仓
VTRS VIATRIS INC $6,0000.00%411 -29-6.6% -$423 减仓
CPRT COPART INC $6,0000.00%213 3821.7% $1,070 加仓
— SKYWATER TECHNOLOGY INC $6,0000.00%201 115.8% $328 加仓
UNIT UNITI GROUP LLC $6,0000.00%602 00.0% — 不变
SDOG ALPS ETF TR $6,0000.00%89 00.0% — 不变
ONB OLD NATL BANCORP IND $6,0000.00%265 218.6% $475 加仓
DYNF BLACKROCK ETF TRUST $6,0000.00%95 00.0% — 不变
HUBS HUBSPOT INC $6,0000.00%33 1043.5% $1,818 加仓
RBA RB GLOBAL INC $6,0000.00%59 1431.1% $1,424 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $6,0000.00%86 2234.4% $1,535 加仓
RF REGIONS FINANCIAL CORP NEW $6,0000.00%211 5434.4% $1,536 加仓
EXPE EXPEDIA GROUP INC $6,0000.00%27 628.6% $1,333 加仓
RNR RENAISSANCERE HLDGS LTD $6,0000.00%19 535.7% $1,579 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $6,0000.00%14 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $6,0000.00%62 1840.9% $1,742 加仓
WWD WOODWARD INC $6,0000.00%15 325.0% $1,200 加仓
SEIC SEI INVTS CO $6,0000.00%69 69.5% $522 加仓
XYL XYLEM INC $6,0000.00%51 1334.2% $1,529 加仓
INDI INDIE SEMICONDUCTOR INC $6,0000.00%1,513 47045.1% $1,864 加仓
DIOD DIODES INC $6,0000.00%61 47.0% $393 加仓
NRIX NURIX THERAPEUTICS INC $6,0000.00%250 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $6,0000.00%70 2452.2% $2,057 加仓
UUUU ENERGY FUELS INC $6,0000.00%450 250125.0% $3,333 加仓
SOLV SOLVENTUM CORP $6,0000.00%83 2953.7% $2,096 加仓
LSCC LATTICE SEMICONDUCTOR CORP $6,0000.00%43 719.4% $977 加仓
PD PAGERDUTY INC $6,0000.00%710 34494.0% $2,907 加仓
STLD STEEL DYNAMICS INC $6,0000.00%27 1168.8% $2,444 加仓
NTAP NETAPP INC $6,0000.00%40 1453.8% $2,100 加仓
GEN GEN DIGITAL INC $6,0000.00%276 152122.6% $3,304 加仓
QBTS D-WAVE QUANTUM INC $6,0000.00%264 6432.0% $1,455 加仓
AEE AMEREN CORP $6,0000.00%61 35134.6% $3,443 加仓
NTNX NUTANIX INC $6,0000.00%123 4557.7% $2,195 加仓
STRL STERLING INFRASTRUCTURE INC $6,0000.00%8 4100.0% $3,000 加仓
LEN LENNAR CORP $6,0000.00%73 51231.8% $4,192 加仓
CHRD CHORD ENERGY CORPORATION $6,0000.00%55 43358.3% $4,691 加仓
DXCM DEXCOM INC $6,0000.00%97 66212.9% $4,082 加仓
AMCR AMCOR PLC $6,0000.00%150 1381,150.0% $5,520 加仓
BKD BROOKDALE SR LIVING INC $6,0000.00%400 400— $6,000 新建仓
IIPR INNOVATIVE INDL PPTYS INC $6,0000.00%100 100— $6,000 新建仓
EMLP FIRST TR EXCHANGE-TRADED FD $6,0000.00%153 153— $6,000 新建仓
FBTC FIDELITY WISE ORIGIN BITCOIN $6,0000.00%120 120— $6,000 新建仓
ITRN ITURAN LOCATION AND CONTROL $6,0000.00%100 100— $6,000 新建仓
TNET TRINET GROUP INC $5,0000.00%119 -560-82.5% -$2.35万 减仓
AAL AMERICAN AIRLINES GROUP INC $5,0000.00%292 -716-71.0% -$1.23万 减仓
RBLX ROBLOX CORP $5,0000.00%96 -74-43.5% -$3,854 减仓
VICI VICI PPTYS INC $5,0000.00%210 -124-37.1% -$2,952 减仓
ALB ALBEMARLE CORP $5,0000.00%42 -6-12.5% -$714 减仓
VEEV VEEVA SYS INC $5,0000.00%30 -15-33.3% -$2,500 减仓
IBRX IMMUNITYBIO INC $5,0000.00%666 -200-23.1% -$1,502 减仓
SRPT SAREPTA THERAPEUTICS INC $5,0000.00%300 00.0% — 不变
DT DYNATRACE INC $5,0000.00%119 -57-32.4% -$2,395 减仓
NTRA NATERA INC $5,0000.00%22 -3-12.0% -$682 减仓
FNB F N B CORP $5,0000.00%314 00.0% — 不变
IBB ISHARES TR $5,0000.00%31 00.0% — 不变
NBR NABORS INDUSTRIES LTD $5,0000.00%63 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $5,0000.00%107 00.0% — 不变
NRG NRG ENERGY INC $5,0000.00%40 411.1% $500 加仓
EBND SPDR SERIES TRUST $5,0000.00%251 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC $5,0000.00%60 -12-16.7% -$1,000 减仓
OXM OXFORD INDS INC $5,0000.00%150 00.0% — 不变
CGBD CARLYLE SECURED LENDING INC $5,0000.00%500 00.0% — 不变
TRP TC ENERGY CORP $5,0000.00%81 00.0% — 不变
DSL DOUBLELINE INCOME SOLUTIONS $5,0000.00%489 00.0% — 不变
BDX BECTON DICKINSON & CO $5,0000.00%36 620.0% $833 加仓
IJK ISHARES TR $5,0000.00%48 00.0% — 不变
DTM DT MIDSTREAM INC $5,0000.00%39 721.9% $897 加仓
FTV FORTIVE CORP $5,0000.00%82 1624.2% $976 加仓
WY WEYERHAEUSER CO $5,0000.00%217 6946.6% $1,590 加仓
AWK AMERICAN WTR WKS CO INC NEW $5,0000.00%44 1657.1% $1,818 加仓
RIVN RIVIAN AUTOMOTIVE INC $5,0000.00%295 6327.2% $1,068 加仓
FLUT FLUTTER ENTMT PLC $5,0000.00%57 2158.3% $1,842 加仓
GEO GEO GROUP INC $5,0000.00%200 00.0% — 不变