Aaron Wealth Advisors LLC
Chicago IL · SEC CIK 0001812198
$17.61亿2026Q1 申报市值
691持仓数
41.8%前十大占比 · 第一大 7.9%
80 / 58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
MBX 加仓+$3,278.06万
IEFA 加仓+$2,164.79万
VONV 加仓+$1,971.98万
VONG 加仓+$1,554.76万
LMBS 加仓+$756.57万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$5,141.24万
AAPL 减仓-$836.09万
NVDA 减仓-$730.69万
AMZN 减仓-$521.55万
MSFT 减仓-$510.50万
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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $325.00万 | 0.18% | 28,657 | -1,561 | -5.2% | -$17.70万 | 减仓 |
| MCD | MCDONALDS CORP | $325.37万 | 0.18% | 10,469 | -1,055 | -9.2% | -$32.79万 | 减仓 |
| ORCL | ORACLE CORP | $325.92万 | 0.19% | 22,155 | -835 | -3.6% | -$12.28万 | 减仓 |
| MRK | MERCK & CO INC | $327.06万 | 0.19% | 27,189 | -1,232 | -4.3% | -$14.82万 | 减仓 |
| GE | GE AEROSPACE | $333.34万 | 0.19% | 11,747 | -4,010 | -25.4% | -$113.79万 | 减仓 |
| HD | HOME DEPOT INC | $337.56万 | 0.19% | 10,263 | 305 | 3.1% | $10.03万 | 加仓 |
| ACWX | ISHARES TR | $342.56万 | 0.19% | 50,031 | -214 | -0.4% | -$1.47万 | 减仓 |
| MS | MORGAN STANLEY | $345.81万 | 0.20% | 21,013 | -717 | -3.3% | -$11.80万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $355.55万 | 0.20% | 43,102 | 10,538 | 32.4% | $86.93万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.20% | 5 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $363.40万 | 0.21% | 47,785 | -1,303 | -2.7% | -$9.91万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $363.78万 | 0.21% | 4,300 | -138 | -3.1% | -$11.67万 | 减仓 |
| NVS | NOVARTIS AG | $368.05万 | 0.21% | 24,095 | 4,376 | 22.2% | $66.84万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $370.03万 | 0.21% | 25,296 | -8,282 | -24.7% | -$121.15万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $373.35万 | 0.21% | 51,905 | -1,155 | -2.2% | -$8.31万 | 减仓 |
| IVV | ISHARES TR | $374.44万 | 0.21% | 5,732 | -272 | -4.5% | -$17.77万 | 减仓 |
| IWD | ISHARES TR | $379.76万 | 0.22% | 17,773 | -156 | -0.9% | -$3.33万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $383.15万 | 0.22% | 8,772 | -113 | -1.3% | -$4.94万 | 减仓 |
| WM | WASTE MGMT INC DEL | $383.61万 | 0.22% | 16,694 | -126 | -0.7% | -$2.90万 | 减仓 |
| CVX | CHEVRON CORPORATION | $389.21万 | 0.22% | 18,811 | -1,292 | -6.4% | -$26.73万 | 减仓 |
| NFLX | NETFLIX INC. | $390.86万 | 0.22% | 40,651 | 1,670 | 4.3% | $16.06万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $397.96万 | 0.23% | 7,964 | -4,063 | -33.8% | -$203.03万 | 减仓 |
| MCK | MCKESSON CORP | $397.98万 | 0.23% | 4,599 | 573 | 14.2% | $49.59万 | 加仓 |
| BAC | BANK AMERICA CORP | $398.30万 | 0.23% | 81,702 | -9,230 | -10.2% | -$45.00万 | 减仓 |
| RTX | RTX CORPORATION | $417.31万 | 0.24% | 21,633 | -1,174 | -5.1% | -$22.65万 | 减仓 |
| IWF | ISHARES TR | $424.31万 | 0.24% | 9,951 | -51 | -0.5% | -$2.17万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $424.45万 | 0.24% | 29,386 | 44 | 0.1% | $6,355 | 加仓 |
| LRCX | LAM RESEARCH CORP | $451.96万 | 0.26% | 21,153 | -5,285 | -20.0% | -$112.92万 | 减仓 |
| ABBV | ABBVIE INC | $456.69万 | 0.26% | 20,998 | -4,342 | -17.1% | -$94.43万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $473.20万 | 0.27% | 7,919 | -325 | -3.9% | -$19.42万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $475.88万 | 0.27% | 14,086 | 133 | 1.0% | $4.49万 | 加仓 |
| CSCO | CISCO SYS INC | $521.09万 | 0.30% | 67,160 | -6,697 | -9.1% | -$51.96万 | 减仓 |
| AMAT | APPLIED MATLS INC | $525.33万 | 0.30% | 15,370 | -192 | -1.2% | -$6.56万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $533.76万 | 0.30% | 18,086 | -7,431 | -29.1% | -$219.31万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $556.31万 | 0.32% | 5,583 | 134 | 2.5% | $13.35万 | 加仓 |
| ASML | ASML HLDG NV | $585.52万 | 0.33% | 4,433 | 936 | 26.8% | $123.63万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $598.60万 | 0.34% | 98,697 | 288 | 0.3% | $1.75万 | 加仓 |
| EFA | ISHARES TR | $612.95万 | 0.35% | 63,106 | -193 | -0.3% | -$1.87万 | 减仓 |
| V | VISA INC | $647.31万 | 0.37% | 21,417 | -6,188 | -22.4% | -$187.03万 | 减仓 |
| CAT | CATERPILLAR INC | $855.35万 | 0.49% | 12,073 | -247 | -2.0% | -$17.50万 | 减仓 |
| — | EXXON MOBIL CORP | $994.60万 | 0.56% | 58,623 | -373 | -0.6% | -$6.33万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $995.23万 | 0.57% | 40,714 | -591 | -1.4% | -$14.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,027.83万 | 0.58% | 34,941 | -5,277 | -13.1% | -$155.23万 | 减仓 |
| LLY | ELI LILLY & CO | $1,035.02万 | 0.59% | 11,253 | -943 | -7.7% | -$86.73万 | 减仓 |
| TSLA | TESLA INC | $1,057.78万 | 0.60% | 28,454 | -6,072 | -17.6% | -$225.73万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $1,071.18万 | 0.61% | 182,234 | -55,860 | -23.5% | -$328.35万 | 减仓 |
| SUB | ISHARES TR | $1,076.22万 | 0.61% | 101,053 | 3,757 | 3.9% | $40.01万 | 加仓 |
| META | META PLATFORMS INC | $1,145.35万 | 0.65% | 20,019 | -8,089 | -28.8% | -$462.80万 | 减仓 |
| WMT | WALMART INC | $1,179.37万 | 0.67% | 94,896 | -11,410 | -10.7% | -$141.80万 | 减仓 |
| TOLZ | PROSHARES TR | $1,237.65万 | 0.70% | 206,343 | 11,493 | 5.9% | $68.94万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,266.53万 | 0.72% | 26,430 | -5,156 | -16.3% | -$247.08万 | 减仓 |
| AVGO | BROADCOM INC | $1,364.75万 | 0.77% | 44,094 | -9,120 | -17.1% | -$282.27万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,552.04万 | 0.88% | 23,865 | -53 | -0.2% | -$3.45万 | 减仓 |
| GOOG | ALPHABET INC | $1,631.66万 | 0.93% | 56,880 | -7,231 | -11.3% | -$207.43万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,743.79万 | 0.99% | 51,599 | 18,077 | 53.9% | $610.91万 | 加仓 |
| AMZN | AMAZON COM INC | $2,184.09万 | 1.24% | 104,868 | -25,042 | -19.3% | -$521.55万 | 减仓 |
| GOOGL | ALPHABET INC | $2,225.89万 | 1.26% | 77,406 | -7,239 | -8.6% | -$208.16万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2,936.24万 | 1.67% | 97,146 | 9,674 | 11.1% | $292.40万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $3,039.55万 | 1.73% | 610,228 | 151,890 | 33.1% | $756.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $3,052.00万 | 1.73% | 175,000 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $3,279.99万 | 1.86% | 150,977 | 12,726 | 9.2% | $276.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,453.19万 | 1.96% | 93,286 | -13,791 | -12.9% | -$510.50万 | 减仓 |
| MBX | MBX BIOSCIENCES INC | $3,487.01万 | 1.98% | 1,168,176 | 1,098,176 | 1,568.8% | $3,278.06万 | 加仓 |
| IEMG | ISHARES INC | $4,479.16万 | 2.54% | 642,173 | 103,115 | 19.1% | $719.23万 | 加仓 |
| AAPL | APPLE INC | $5,104.09万 | 2.90% | 201,114 | -32,944 | -14.1% | -$836.09万 | 减仓 |
| GUNR | FLEXSHARES TR | $5,886.29万 | 3.34% | 1,067,130 | 125,132 | 13.3% | $690.23万 | 加仓 |
| AMGN | AMGEN INC | $6,148.05万 | 3.49% | 174,735 | 8,894 | 5.4% | $312.94万 | 加仓 |
| SGOV | ISHARES TR | $6,516.54万 | 3.70% | 647,381 | -510,753 | -44.1% | -$5,141.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,443.50万 | 4.79% | 484,145 | -41,897 | -8.0% | -$730.69万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $9,467.05万 | 5.37% | 863,072 | 141,741 | 19.6% | $1,554.76万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1.02亿 | 5.78% | 1,086,914 | 210,367 | 24.0% | $1,971.98万 | 加仓 |
| IEFA | ISHARES TR | $1.39亿 | 7.90% | 1,536,718 | 239,124 | 18.4% | $2,164.79万 | 加仓 |