Avion Wealth
THE WOODLANDS TX · SEC CIK 0001792704
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | $7,458.20万 | 13.88% | 1,498,238 | 66,288 | 4.6% | $329.98万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,432.90万 | 11.97% | 902,866 | -15,104 | -1.6% | -$107.62万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,837.30万 | 9.00% | 70,432 | 1,514 | 2.2% | $103.98万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,827.30万 | 7.12% | 457,003 | 44,132 | 10.7% | $369.60万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $3,070.50万 | 5.71% | 155,392 | -2,439 | -1.5% | -$48.19万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,775.70万 | 5.17% | 175,650 | 763 | 0.4% | $12.06万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,764.50万 | 5.14% | 570,842 | 20,565 | 3.7% | $99.59万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,319.40万 | 4.32% | 95,456 | 485 | 0.5% | $11.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,046.20万 | 3.81% | 55,297 | 1,418 | 2.6% | $52.47万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,727.90万 | 3.22% | 214,461 | 17,529 | 8.9% | $141.23万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,425.70万 | 2.65% | 165,513 | 9,789 | 6.3% | $84.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,137.50万 | 2.12% | 256,434 | -7,653 | -2.9% | -$33.95万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $921.90万 | 1.72% | 95,604 | -1,795 | -1.8% | -$17.31万 | 减仓 |
| MINT | PIMCO ETF TR | $725.10万 | 1.35% | 71,928 | -7,299 | -9.2% | -$73.58万 | 减仓 |
| IEFA | ISHARES TR | $714.20万 | 1.33% | 73,959 | -938 | -1.3% | -$9.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $571.10万 | 1.06% | 28,543 | -1,140 | -3.8% | -$22.81万 | 减仓 |
| AAPL | APPLE INC | $524.30万 | 0.98% | 18,123 | 202 | 1.1% | $5.84万 | 加仓 |
| GLD | SPDR GOLD TR | $508.00万 | 0.95% | 13,792 | 144 | 1.1% | $5.30万 | 加仓 |
| HYG | ISHARES TR | $376.90万 | 0.70% | 47,139 | 12,415 | 35.8% | $99.26万 | 加仓 |
| SCI | SERVICE CORP INTL | $357.60万 | 0.67% | 47,089 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $307.10万 | 0.57% | 96,078 | -6,211 | -6.1% | -$19.85万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $306.20万 | 0.57% | 51,314 | -565 | -1.1% | -$3.37万 | 减仓 |
| TSLA | TESLA INC | $278.10万 | 0.52% | 6,612 | 231 | 3.6% | $9.72万 | 加仓 |
| BA | BOEING CO | $274.70万 | 0.51% | 12,690 | 32 | 0.3% | $6,927 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $256.20万 | 0.48% | 32,891 | 54 | 0.2% | $4,206 | 加仓 |
| AMZN | AMAZON COM INC | $250.80万 | 0.47% | 10,527 | 363 | 3.6% | $8.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $236.50万 | 0.44% | 4,728 | -342 | -6.7% | -$17.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $221.00万 | 0.41% | 5,927 | 317 | 5.7% | $11.82万 | 加仓 |
| VFH | VANGUARD WORLD FD | $219.50万 | 0.41% | 16,686 | -295 | -1.7% | -$3.88万 | 减仓 |
| IJR | ISHARES TR | $205.70万 | 0.38% | 13,873 | 145 | 1.1% | $2.15万 | 加仓 |
| GOOGL | ALPHABET INC | $187.50万 | 0.35% | 5,248 | 579 | 12.4% | $20.69万 | 加仓 |
| HAL | HALLIBURTON CO | $175.40万 | 0.33% | 51,680 | -12,721 | -19.8% | -$43.17万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $175.20万 | 0.33% | 47,669 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $139.00万 | 0.26% | 6,341 | -51 | -0.8% | -$1.12万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $135.90万 | 0.25% | 58,784 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $131.20万 | 0.24% | 1,752 | 251 | 16.7% | $18.80万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $126.60万 | 0.24% | 37,432 | 12,084 | 47.7% | $40.87万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $110.90万 | 0.21% | 15,111 | -208 | -1.4% | -$1.53万 | 减仓 |
| AGG | ISHARES TR | $99.00万 | 0.18% | 10,010 | 4 | 0.0% | $396 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $97.30万 | 0.18% | 2,448 | 1,782 | 267.6% | $70.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $94.80万 | 0.18% | 822 | 97 | 13.4% | $11.19万 | 加仓 |
| LLY | ELI LILLY & CO | $92.50万 | 0.17% | 772 | 45 | 6.2% | $5.39万 | 加仓 |
| IUSB | ISHARES TR | $78.00万 | 0.15% | 16,905 | 16,905 | — | $78.00万 | 新建仓 |
| AVGO | BROADCOM INC | $74.20万 | 0.14% | 1,965 | 201 | 11.4% | $7.59万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $72.50万 | 0.13% | 14,438 | 2,073 | 16.8% | $10.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $71.30万 | 0.13% | 4,306 | 91 | 2.2% | $1.51万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $69.60万 | 0.13% | 5,123 | -1,310 | -20.4% | -$17.80万 | 减仓 |
| META | META PLATFORMS INC | $67.60万 | 0.13% | 1,201 | 20 | 1.7% | $1.13万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $64.80万 | 0.12% | 2,740 | -498 | -15.4% | -$11.78万 | 减仓 |
| WMT | WALMART INC | $64.50万 | 0.12% | 5,703 | -3 | -0.1% | -$339 | 减仓 |
| NTSX | WISDOMTREE TR | $57.70万 | 0.11% | 9,783 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $56.00万 | 0.10% | 7,265 | 405 | 5.9% | $3.12万 | 加仓 |
| QQQ | INVESCO QQQ TR | $55.00万 | 0.10% | 748 | -2 | -0.3% | -$1,471 | 减仓 |
| VDE | VANGUARD WORLD FD | $54.30万 | 0.10% | 3,619 | 193 | 5.6% | $2.90万 | 加仓 |
| ET | ENERGY TRANSFER L P | $54.30万 | 0.10% | 28,446 | -2,273 | -7.4% | -$4.34万 | 减仓 |
| V | VISA INC | $54.10万 | 0.10% | 1,578 | -21 | -1.3% | -$7,200 | 减仓 |
| ITOT | ISHARES TR | $51.00万 | 0.09% | 3,107 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $45.90万 | 0.09% | 6,433 | 7 | 0.1% | $499 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $44.20万 | 0.08% | 13,968 | 109 | 0.8% | $3,449 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $42.20万 | 0.08% | 1,663 | 77 | 4.9% | $1.95万 | 加仓 |
| VGT | VANGUARD WORLD FD | $42.00万 | 0.08% | 3,521 | 1 | 0.0% | $119 | 加仓 |
| IVLU | ISHARES TR | $42.00万 | 0.08% | 10,063 | 10,063 | — | $42.00万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $41.10万 | 0.08% | 7,076 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $39.60万 | 0.07% | 4,797 | 126 | 2.7% | $1.04万 | 加仓 |
| NTSI | WISDOMTREE TR | $39.30万 | 0.07% | 8,437 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $39.20万 | 0.07% | 1,787 | -2 | -0.1% | -$439 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $39.10万 | 0.07% | 2,292 | 2,292 | — | $39.10万 | 新建仓 |
| SYY | SYSCO CORP | $37.60万 | 0.07% | 4,499 | -546 | -10.8% | -$4.56万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.20万 | 0.07% | 743 | 16 | 2.2% | $8,011 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $36.40万 | 0.07% | 2,923 | 2,923 | — | $36.40万 | 新建仓 |
| LGIH | LGI HOMES INC | $36.10万 | 0.07% | 5,673 | 13 | 0.2% | $827 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.90万 | 0.07% | 866 | 65 | 8.1% | $2.69万 | 加仓 |
| IJS | ISHARES TR | $34.80万 | 0.06% | 2,552 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $34.80万 | 0.06% | 3,610 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $34.60万 | 0.06% | 3,066 | -1,208 | -28.3% | -$13.63万 | 减仓 |
| INTC | INTEL CORP | $34.40万 | 0.06% | 2,466 | 34 | 1.4% | $4,743 | 加仓 |
| IAGG | ISHARES TR | $34.00万 | 0.06% | 6,721 | 6,713 | 83,912.5% | $33.96万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $33.00万 | 0.06% | 1,010 | 165 | 19.5% | $5.39万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $32.90万 | 0.06% | 1,550 | 1,048 | 208.8% | $22.24万 | 加仓 |
| COP | CONOCOPHILLIPS | $32.60万 | 0.06% | 3,137 | 24 | 0.8% | $2,494 | 加仓 |
| IEMG | ISHARES INC | $32.50万 | 0.06% | 3,924 | 2,241 | 133.2% | $18.56万 | 加仓 |
| RTX | RTX CORPORATION | $31.00万 | 0.06% | 1,637 | 31 | 1.9% | $5,870 | 加仓 |
| DVY | ISHARES TR | $30.90万 | 0.06% | 1,978 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $30.20万 | 0.06% | 1,588 | 1,342 | 545.5% | $25.52万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $29.60万 | 0.06% | 8,046 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $29.50万 | 0.05% | 836 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $29.30万 | 0.05% | 6,320 | -792 | -11.1% | -$3.67万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $29.20万 | 0.05% | 2,647 | 4 | 0.2% | $441 | 加仓 |
| NEE | NEXTERA ENERGY INC | $29.10万 | 0.05% | 3,322 | -439 | -11.7% | -$3.85万 | 减仓 |
| VV | VANGUARD INDEX FDS | $28.60万 | 0.05% | 834 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $28.50万 | 0.05% | 6,912 | 106 | 1.6% | $4,371 | 加仓 |
| EFA | ISHARES TR | $28.50万 | 0.05% | 2,745 | -104 | -3.7% | -$1.08万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $28.40万 | 0.05% | 15,884 | 4,827 | 43.7% | $8.63万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $27.70万 | 0.05% | 5,140 | 0 | 0.0% | — | 不变 |
| TCBX | THIRD COAST BANCSHARES INC | $27.40万 | 0.05% | 6,800 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.40万 | 0.05% | 367 | 3 | 0.8% | $2,240 | 加仓 |
| CAT | CATERPILLAR INC | $27.30万 | 0.05% | 257 | -170 | -39.8% | -$18.06万 | 减仓 |
| MRK | MERCK & CO INC | $26.60万 | 0.05% | 2,071 | 115 | 5.9% | $1.48万 | 加仓 |
| C | CITIGROUP INC | $26.50万 | 0.05% | 1,894 | 74 | 4.1% | $1.04万 | 加仓 |
| ARKQ | ARK ETF TR | $26.40万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |