Aaron Wealth Advisors LLC
Chicago IL · SEC CIK 0001812198
$19.69亿2026Q2 申报市值
688持仓数
42.3%前十大占比 · 第一大 7.9%
63 / 89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
NVDA 加仓+$3,574.21万
IEMG 加仓+$755.72万
IEFA 加仓+$716.60万
SPY 加仓+$543.80万
TSM 加仓+$395.62万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$6,003.38万
VONV 减仓-$1,176.08万
VONG 减仓-$832.70万
VBR 减仓-$215.85万
CLEARWATER ANALY 清仓-$125.11万
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 |
|---|---|---|---|---|---|---|---|---|
| KRC | KILROY REALTY CORP | $88.85万 | 0.05% | 23,711 | 8,942 | 60.5% | $33.51万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $88.97万 | 0.05% | 5,704 | -174 | -3.0% | -$2.71万 | 减仓 |
| VMI | VALMONT INDS INC | $89.18万 | 0.05% | 1,544 | 223 | 16.9% | $12.88万 | 加仓 |
| SLB | SLB LIMITED | $89.51万 | 0.05% | 19,254 | 1,024 | 5.6% | $4.76万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $89.82万 | 0.05% | 5,389 | 554 | 11.5% | $9.23万 | 加仓 |
| ESGU | ISHARES TR | $89.93万 | 0.05% | 5,494 | -195 | -3.4% | -$3.19万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $90.64万 | 0.05% | 18,982 | -705 | -3.6% | -$3.37万 | 减仓 |
| OKE | ONEOK INC NEW | $90.70万 | 0.05% | 10,432 | 736 | 7.6% | $6.40万 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $90.89万 | 0.05% | 26,914 | 12,159 | 82.4% | $41.06万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $90.98万 | 0.05% | 10,058 | 684 | 7.3% | $6.19万 | 加仓 |
| GLPI | GAMING & LEISURE P | $91.45万 | 0.05% | 20,537 | 3,354 | 19.5% | $14.94万 | 加仓 |
| ROKU | ROKU INC | $91.88万 | 0.05% | 6,651 | 2,630 | 65.4% | $36.33万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $92.06万 | 0.05% | 6,729 | 254 | 3.9% | $3.47万 | 加仓 |
| FDX | FEDEX CORP | $92.19万 | 0.05% | 2,944 | 1 | 0.0% | $313 | 加仓 |
| WMB | WILLIAMS COS INC | $92.47万 | 0.05% | 12,439 | -878 | -6.6% | -$6.53万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $93.59万 | 0.05% | 8,301 | -3,014 | -26.6% | -$33.98万 | 减仓 |
| NMR | NOMURA HLDGS INC | $93.64万 | 0.05% | 106,655 | 13,502 | 14.5% | $11.85万 | 加仓 |
| CLH | CLEAN HARBORS INC | $94.38万 | 0.05% | 3,159 | -1,120 | -26.2% | -$33.46万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $94.68万 | 0.05% | 1,858 | -153 | -7.6% | -$7.80万 | 减仓 |
| AON | AON PLC | $94.76万 | 0.05% | 2,857 | 694 | 32.1% | $23.02万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $95.10万 | 0.05% | 3,979 | 569 | 16.7% | $13.60万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $95.51万 | 0.05% | 15,101 | 4,442 | 41.7% | $28.10万 | 加仓 |
| MDT | MEDTRONIC PLC | $95.63万 | 0.05% | 12,224 | -1,957 | -13.8% | -$15.31万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $95.68万 | 0.05% | 11,086 | -1,980 | -15.2% | -$17.09万 | 减仓 |
| CTAS | CINTAS CORP | $95.75万 | 0.05% | 5,630 | 1,676 | 42.4% | $28.51万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $95.98万 | 0.05% | 8,928 | -1,060 | -10.6% | -$11.39万 | 减仓 |
| LOW | LOWES COS INC | $96.13万 | 0.05% | 4,359 | -4,410 | -50.3% | -$97.25万 | 减仓 |
| EXC | EXELON CORP | $96.54万 | 0.05% | 20,707 | 553 | 2.7% | $2.58万 | 加仓 |
| L | LOEWS CORP | $96.83万 | 0.05% | 8,553 | 205 | 2.5% | $2.32万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $97.29万 | 0.05% | 3,802 | 172 | 4.7% | $4.40万 | 加仓 |
| PSX | PHILLIPS 66 | $98.10万 | 0.05% | 5,803 | 229 | 4.1% | $3.87万 | 加仓 |
| VLO | VALERO ENERGY CORP | $98.29万 | 0.05% | 3,774 | -28 | -0.7% | -$7,292 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $99.04万 | 0.05% | 10,476 | 550 | 5.5% | $5.20万 | 加仓 |
| AZN | ASTRAZENECA PLC | $99.63万 | 0.05% | 5,254 | -1,390 | -20.9% | -$26.36万 | 减仓 |
| FFIV | F5 INC | $100.04万 | 0.05% | 2,405 | 279 | 13.1% | $11.61万 | 加仓 |
| MNKD | MANNKIND CORP | $100.09万 | 0.05% | 234,948 | -704 | -0.3% | -$2,999 | 减仓 |
| NOK | NOKIA CORP | $100.97万 | 0.05% | 76,031 | 4,746 | 6.7% | $6.30万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $101.57万 | 0.05% | 4,125 | -684 | -14.2% | -$16.84万 | 减仓 |
| IJH | ISHARES TR | $101.62万 | 0.05% | 13,179 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $101.81万 | 0.05% | 6,600 | 6,600 | — | $101.81万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $101.94万 | 0.05% | 2,912 | -296 | -9.2% | -$10.36万 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $102.76万 | 0.05% | 28,131 | 2,183 | 8.4% | $7.97万 | 加仓 |
| FIVE | FIVE BELOW INC | $102.79万 | 0.05% | 5,717 | -129 | -2.2% | -$2.32万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $104.21万 | 0.05% | 3,574 | 898 | 33.6% | $26.18万 | 加仓 |
| BP | BP PLC | $104.63万 | 0.05% | 28,316 | 1,720 | 6.5% | $6.36万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $105.77万 | 0.05% | 22,156 | 2,368 | 12.0% | $11.30万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $106.37万 | 0.05% | 7,280 | -774 | -9.6% | -$11.31万 | 减仓 |
| YETI | YETI HLDGS INC | $106.68万 | 0.05% | 21,526 | 2,792 | 14.9% | $13.84万 | 加仓 |
| NGG | NATIONAL GRID PLC | $107.02万 | 0.05% | 12,914 | -1,658 | -11.4% | -$13.74万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $107.89万 | 0.05% | 1,118 | 339 | 43.5% | $32.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $107.99万 | 0.05% | 34,055 | 3 | 0.0% | $95 | 加仓 |
| ES | EVERSOURCE ENERGY | $108.88万 | 0.06% | 15,066 | -997 | -6.2% | -$7.21万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $109.17万 | 0.06% | 6,125 | -3,150 | -34.0% | -$56.15万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $109.76万 | 0.06% | 2,216 | 623 | 39.1% | $30.86万 | 加仓 |
| FTNT | FORTINET INC | $109.85万 | 0.06% | 7,151 | 1,677 | 30.6% | $25.76万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $109.94万 | 0.06% | 14,385 | -2,747 | -16.0% | -$21.00万 | 减仓 |
| CNC | CENTENE CORP DEL | $109.98万 | 0.06% | 17,134 | 6,186 | 56.5% | $39.71万 | 加仓 |
| NEM | NEWMONT CORP | $110.28万 | 0.06% | 11,807 | 356 | 3.1% | $3.33万 | 加仓 |
| FAST | FASTENAL CO | $110.92万 | 0.06% | 23,094 | 4,384 | 23.4% | $21.06万 | 加仓 |
| NWG | NATWEST GROUP PLC | $111.12万 | 0.06% | 63,031 | 6,622 | 11.7% | $11.67万 | 加仓 |
| NOW | SERVICENOW INC | $112.30万 | 0.06% | 11,311 | -1,173 | -9.4% | -$11.65万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $114.09万 | 0.06% | 41,929 | 6,002 | 16.7% | $16.33万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $114.64万 | 0.06% | 12,449 | 500 | 4.2% | $4.60万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $114.66万 | 0.06% | 196,676 | 6,538 | 3.4% | $3.81万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $115.93万 | 0.06% | 7,805 | -858 | -9.9% | -$12.74万 | 减仓 |
| RELX | RELX PLC | $117.10万 | 0.06% | 36,976 | 2,161 | 6.2% | $6.84万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $118.27万 | 0.06% | 2,973 | -1,930 | -39.4% | -$76.78万 | 减仓 |
| TPR | TAPESTRY INC | $119.14万 | 0.06% | 8,139 | -301 | -3.6% | -$4.41万 | 减仓 |
| KB | KB FINL GROUP INC | $119.78万 | 0.06% | 11,412 | 3,915 | 52.2% | $41.09万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $119.97万 | 0.06% | 14,559 | 2,406 | 19.8% | $19.83万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $120.13万 | 0.06% | 3,489 | 381 | 12.3% | $13.12万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $120.51万 | 0.06% | 9,684 | 1,849 | 23.6% | $23.01万 | 加仓 |
| CGNX | COGNEX CORP | $120.54万 | 0.06% | 16,644 | 292 | 1.8% | $2.11万 | 加仓 |
| APP | APPLOVIN CORP | $121.54万 | 0.06% | 2,359 | 324 | 15.9% | $16.69万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $121.87万 | 0.06% | 16,142 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $122.75万 | 0.06% | 16,150 | 1,408 | 9.6% | $10.70万 | 加仓 |
| TER | TERADYNE INC | $123.80万 | 0.06% | 2,558 | -366 | -12.5% | -$17.71万 | 减仓 |
| IVW | ISHARES TR | $124.19万 | 0.06% | 9,030 | 27 | 0.3% | $3,713 | 加仓 |
| SNY | SANOFI SA | $124.23万 | 0.06% | 29,120 | -3,371 | -10.4% | -$14.38万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $124.45万 | 0.06% | 2,443 | 515 | 26.7% | $26.24万 | 加仓 |
| RIO | RIO TINTO PLC | $124.50万 | 0.06% | 13,115 | -123 | -0.9% | -$1.17万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $124.67万 | 0.06% | 2,538 | 88 | 3.6% | $4.32万 | 加仓 |
| IX | ORIX CORP | $125.75万 | 0.06% | 33,056 | -945 | -2.8% | -$3.59万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $127.00万 | 0.06% | 3,284 | 580 | 21.4% | $22.43万 | 加仓 |
| INTU | INTUIT | $127.89万 | 0.06% | 4,900 | 2,006 | 69.3% | $52.36万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $128.01万 | 0.07% | 926 | -81 | -8.0% | -$11.20万 | 减仓 |
| AFL | AFLAC INC | $129.03万 | 0.07% | 11,005 | 2,152 | 24.3% | $25.23万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $129.23万 | 0.07% | 4,070 | 950 | 30.4% | $30.17万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $133.06万 | 0.07% | 15,160 | 1,516 | 11.1% | $13.31万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $133.09万 | 0.07% | 3,546 | 624 | 21.4% | $23.42万 | 加仓 |
| SNA | SNAP ON INC | $134.44万 | 0.07% | 3,341 | -100 | -2.9% | -$4.02万 | 减仓 |
| CRM | SALESFORCE INC | $134.98万 | 0.07% | 8,616 | 299 | 3.6% | $4.68万 | 加仓 |
| PEP | PEPSICO INC | $136.90万 | 0.07% | 10,111 | -612 | -5.7% | -$8.29万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $137.34万 | 0.07% | 22,401 | -481 | -2.1% | -$2.95万 | 减仓 |
| EBAY | EBAY INC. | $138.84万 | 0.07% | 12,424 | 1,505 | 13.8% | $16.82万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $140.29万 | 0.07% | 4,827 | -8 | -0.2% | -$2,325 | 减仓 |
| MAS | MASCO CORP | $140.88万 | 0.07% | 17,314 | 1,810 | 11.7% | $14.73万 | 加仓 |
| BCS | BARCLAYS PLC | $141.31万 | 0.07% | 52,608 | 4,834 | 10.1% | $12.98万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $141.61万 | 0.07% | 88,012 | -2,409 | -2.7% | -$3.88万 | 减仓 |
| BLK | BLACKROCK INC | $143.37万 | 0.07% | 1,491 | -6 | -0.4% | -$5,769 | 减仓 |