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 |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | $7,128.90万 | 14.71% | 1,431,950 | 121,797 | 9.3% | $606.36万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,882.30万 | 12.14% | 917,970 | -34,348 | -3.6% | -$220.10万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,118.10万 | 8.50% | 68,918 | -959 | -1.4% | -$57.30万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,100.60万 | 6.40% | 412,871 | 43,031 | 11.6% | $323.16万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,908.50万 | 6.00% | 157,831 | -5,036 | -3.1% | -$92.80万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,644.00万 | 5.46% | 550,277 | 15,887 | 3.0% | $76.33万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,590.00万 | 5.35% | 174,887 | 3,065 | 1.8% | $45.39万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,063.20万 | 4.26% | 94,971 | -691 | -0.7% | -$15.01万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,728.40万 | 3.57% | 53,879 | 1,367 | 2.6% | $43.85万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,413.80万 | 2.92% | 49,233 | 4,379 | 9.8% | $125.75万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,133.60万 | 2.34% | 25,954 | 2,642 | 11.3% | $115.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,026.20万 | 2.12% | 264,087 | -14,839 | -5.3% | -$57.66万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $863.90万 | 1.78% | 97,399 | -461 | -0.5% | -$4.09万 | 减仓 |
| MINT | PIMCO ETF TR | $796.70万 | 1.64% | 79,227 | -2,905 | -3.5% | -$29.21万 | 减仓 |
| IEFA | ISHARES TR | $678.00万 | 1.40% | 74,897 | -5,320 | -6.6% | -$48.16万 | 减仓 |
| GLD | SPDR GOLD TR | $587.20万 | 1.21% | 13,648 | 458 | 3.5% | $19.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $517.60万 | 1.07% | 29,683 | -161 | -0.5% | -$2.81万 | 减仓 |
| AAPL | APPLE INC | $454.80万 | 0.94% | 17,921 | -1,055 | -5.6% | -$26.77万 | 减仓 |
| SCI | SERVICE CORP INTL | $388.50万 | 0.80% | 47,089 | 617 | 1.3% | $5.09万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $342.90万 | 0.71% | 102,289 | -2,067 | -2.0% | -$6.93万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $280.40万 | 0.58% | 51,879 | -4,773 | -8.4% | -$25.80万 | 减仓 |
| HYG | ISHARES TR | $276.20万 | 0.57% | 34,724 | 14,955 | 75.6% | $118.95万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $257.40万 | 0.53% | 32,837 | -374 | -1.1% | -$2.93万 | 减仓 |
| — | EXXON MOBIL CORP | $253.90万 | 0.52% | 14,970 | -2,962 | -16.5% | -$50.24万 | 减仓 |
| BA | BOEING CO | $251.90万 | 0.52% | 12,658 | -200 | -1.6% | -$3.98万 | 减仓 |
| HAL | HALLIBURTON CO | $251.00万 | 0.52% | 64,401 | -12,291 | -16.0% | -$47.90万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $242.80万 | 0.50% | 5,070 | -586 | -10.4% | -$28.06万 | 减仓 |
| TSLA | TESLA INC | $237.20万 | 0.49% | 6,381 | 247 | 4.0% | $9.18万 | 加仓 |
| AMZN | AMAZON COM INC | $211.60万 | 0.44% | 10,164 | -1,075 | -9.6% | -$22.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $207.60万 | 0.43% | 5,610 | 951 | 20.4% | $35.19万 | 加仓 |
| VFH | VANGUARD WORLD FD | $205.10万 | 0.42% | 16,981 | -107 | -0.6% | -$1.29万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $180.30万 | 0.37% | 47,669 | -10,140 | -17.5% | -$38.35万 | 减仓 |
| IJR | ISHARES TR | $170.60万 | 0.35% | 13,728 | -175 | -1.3% | -$2.17万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $136.40万 | 0.28% | 58,784 | -340 | -0.6% | -$7,889 | 减仓 |
| GOOGL | ALPHABET INC | $134.20万 | 0.28% | 4,669 | 128 | 2.8% | $3.68万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $130.20万 | 0.27% | 6,392 | -188 | -2.9% | -$3.83万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $112.80万 | 0.23% | 15,319 | 8 | 0.1% | $589 | 加仓 |
| AGG | ISHARES TR | $99.30万 | 0.20% | 10,006 | -177 | -1.7% | -$1.76万 | 减仓 |
| IVV | ISHARES TR | $98.00万 | 0.20% | 1,501 | -168 | -10.1% | -$10.97万 | 减仓 |
| CVX | CHEVRON CORPORATION | $87.20万 | 0.18% | 4,215 | 81 | 2.0% | $1.68万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $73.80万 | 0.15% | 25,348 | 24,028 | 1,820.3% | $69.96万 | 加仓 |
| WMT | WALMART INC | $70.90万 | 0.15% | 5,706 | 353 | 6.6% | $4.39万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $69.60万 | 0.14% | 3,238 | 4 | 0.1% | $860 | 加仓 |
| META | META PLATFORMS INC | $67.50万 | 0.14% | 1,181 | -117 | -9.0% | -$6.69万 | 减仓 |
| LLY | ELI LILLY & CO | $66.80万 | 0.14% | 727 | -18 | -2.4% | -$1.65万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $61.70万 | 0.13% | 12,365 | -3,493 | -22.0% | -$17.43万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $59.20万 | 0.12% | 6,433 | 190 | 3.0% | $1.75万 | 加仓 |
| ET | ENERGY TRANSFER L P | $59.20万 | 0.12% | 30,719 | -4,747 | -13.4% | -$9.15万 | 减仓 |
| VDE | VANGUARD WORLD FD | $59.20万 | 0.12% | 3,426 | 25 | 0.7% | $4,320 | 加仓 |
| AGX | ARGAN INC | $54.63万 | 0.11% | 1,003 | 1,000 | 33,333.3% | $54.47万 | 加仓 |
| AVGO | BROADCOM INC | $54.60万 | 0.11% | 1,764 | -208 | -10.5% | -$6.44万 | 减仓 |
| NTSX | WISDOMTREE TR | $51.00万 | 0.11% | 9,783 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $48.30万 | 0.10% | 1,599 | 24 | 1.5% | $7,250 | 加仓 |
| IJH | ISHARES TR | $46.30万 | 0.10% | 6,860 | -149 | -2.1% | -$1.01万 | 减仓 |
| ITOT | ISHARES TR | $44.20万 | 0.09% | 3,107 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $43.60万 | 0.09% | 6,426 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $43.20万 | 0.09% | 750 | -209 | -21.8% | -$12.04万 | 减仓 |
| RWR | SPDR SERIES TRUST | $43.10万 | 0.09% | 4,274 | -1,181 | -21.6% | -$11.91万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $42.50万 | 0.09% | 13,859 | 13,692 | 8,198.8% | $41.99万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $41.40万 | 0.09% | 7,076 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $41.00万 | 0.08% | 3,113 | 756 | 32.1% | $9.96万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $38.70万 | 0.08% | 1,586 | 645 | 68.5% | $15.74万 | 加仓 |
| WFC | WELLS FARGO & CO | $37.10万 | 0.08% | 4,671 | -967 | -17.2% | -$7.68万 | 减仓 |
| NTSI | WISDOMTREE TR | $37.10万 | 0.08% | 8,437 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $36.50万 | 0.08% | 7,112 | 40 | 0.6% | $2,053 | 加仓 |
| SYY | SYSCO CORP | $35.90万 | 0.07% | 5,045 | 674 | 15.4% | $4.80万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $35.70万 | 0.07% | 727 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $34.90万 | 0.07% | 3,761 | 3,265 | 658.3% | $30.30万 | 加仓 |
| QUAL | ISHARES TR | $34.30万 | 0.07% | 1,789 | 5 | 0.3% | $959 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $34.20万 | 0.07% | 6,806 | -855 | -11.2% | -$4.30万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.80万 | 0.07% | 2,246 | -631 | -21.9% | -$9.21万 | 减仓 |
| RTX | RTX CORPORATION | $30.90万 | 0.06% | 1,606 | 24 | 1.5% | $4,618 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $30.70万 | 0.06% | 666 | -11 | -1.6% | -$5,071 | 减仓 |
| VGT | VANGUARD WORLD FD | $30.60万 | 0.06% | 440 | 184 | 71.9% | $12.80万 | 加仓 |
| IJS | ISHARES TR | $30.20万 | 0.06% | 2,552 | -156 | -5.8% | -$1.85万 | 减仓 |
| CAT | CATERPILLAR INC | $30.20万 | 0.06% | 427 | 8 | 1.9% | $5,658 | 加仓 |
| DVY | ISHARES TR | $29.90万 | 0.06% | 1,978 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $29.90万 | 0.06% | 2,643 | 14 | 0.5% | $1,584 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $29.00万 | 0.06% | 3,610 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $27.60万 | 0.06% | 2,849 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $27.10万 | 0.06% | 5,140 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $26.80万 | 0.06% | 1,107 | -169 | -13.2% | -$4.09万 | 减仓 |
| HD | HOME DEPOT INC | $25.80万 | 0.05% | 785 | 246 | 45.6% | $8.09万 | 加仓 |
| TCBX | THIRD COAST BANCSHARES INC | $25.70万 | 0.05% | 6,800 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $24.90万 | 0.05% | 834 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $24.90万 | 0.05% | 8,046 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $24.80万 | 0.05% | 845 | -9 | -1.1% | -$2,641 | 减仓 |
| MCD | MCDONALDS CORP | $24.70万 | 0.05% | 796 | 152 | 23.6% | $4.72万 | 加仓 |
| PSX | PHILLIPS 66 | $24.70万 | 0.05% | 1,361 | 547 | 67.2% | $9.93万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $24.40万 | 0.05% | 725 | -198 | -21.5% | -$6.66万 | 减仓 |
| DEM | WISDOMTREE TR | $24.20万 | 0.05% | 4,876 | 2 | 0.0% | $99 | 加仓 |
| — | SABA CAPITAL INCOME & OPPORT | $24.00万 | 0.05% | 28,905 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $23.90万 | 0.05% | 836 | -633 | -43.1% | -$18.10万 | 减仓 |
| EMXC | ISHARES INC | $23.90万 | 0.05% | 3,050 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $23.60万 | 0.05% | 364 | 2 | 0.6% | $1,297 | 加仓 |
| MRK | MERCK & CO INC | $23.50万 | 0.05% | 1,956 | 88 | 4.7% | $1.06万 | 加仓 |
| MCK | MCKESSON CORP | $22.80万 | 0.05% | 264 | 7 | 2.7% | $6,045 | 加仓 |
| ARKQ | ARK ETF TR | $22.40万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| LGIH | LGI HOMES INC | $22.30万 | 0.05% | 5,660 | -33 | -0.6% | -$1,300 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.60万 | 0.04% | 801 | 157 | 24.4% | $4.23万 | 加仓 |