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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $54.95万 | 0.03% | 1,342 | 1,342 | — | $54.95万 | 新建仓 |
| TMUS | T-MOBILE US INC | $54.66万 | 0.03% | 3,259 | -802 | -19.7% | -$13.45万 | 减仓 |
| CTVA | CORTEVA INC | $54.39万 | 0.03% | 6,422 | -1,746 | -21.4% | -$14.79万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $54.03万 | 0.03% | 2,035 | -357 | -14.9% | -$9.48万 | 减仓 |
| VRSN | VERISIGN INC | $53.81万 | 0.03% | 2,139 | 275 | 14.8% | $6.92万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $53.14万 | 0.03% | 4,966 | 941 | 23.4% | $10.07万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $52.48万 | 0.03% | 4,412 | 854 | 24.0% | $10.16万 | 加仓 |
| KR | KROGER CO | $52.33万 | 0.03% | 9,424 | 1,191 | 14.5% | $6.61万 | 加仓 |
| DT | DYNATRACE INC | $51.95万 | 0.03% | 11,831 | -4,901 | -29.3% | -$21.52万 | 重新持有 |
| RMD | RESMED INC | $51.74万 | 0.03% | 2,655 | 264 | 11.0% | $5.14万 | 加仓 |
| PUK | PRUDENTIAL PLC | $51.41万 | 0.03% | 19,174 | -6,682 | -25.8% | -$17.91万 | 减仓 |
| YUM | YUM BRANDS INC | $51.32万 | 0.03% | 3,210 | 697 | 27.7% | $11.14万 | 加仓 |
| HLN | HALEON PLC | $51.29万 | 0.03% | 54,977 | 8,101 | 17.3% | $7.56万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $50.99万 | 0.03% | 1,543 | -818 | -34.6% | -$27.03万 | 减仓 |
| LEN | LENNAR CORP | $50.76万 | 0.03% | 5,610 | 5,610 | — | $50.76万 | 新建仓 |
| CMS | CMS ENERGY CORP | $50.32万 | 0.03% | 6,578 | 1,996 | 43.6% | $15.27万 | 加仓 |
| VEEV | VEEVA SYS INC | $50.30万 | 0.03% | 2,834 | 1,297 | 84.4% | $23.02万 | 加仓 |
| TTC | TORO CO | $50.24万 | 0.03% | 5,157 | 2,616 | 103.0% | $25.49万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $50.08万 | 0.03% | 1,635 | -16 | -1.0% | -$4,901 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $50.00万 | 0.03% | 2,670 | 244 | 10.1% | $4.57万 | 加仓 |
| UBS | UBS GROUP AG | $49.86万 | 0.03% | 10,060 | 1,122 | 12.6% | $5.56万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $49.77万 | 0.03% | 3,787 | 3,787 | — | $49.77万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $49.48万 | 0.03% | 15,118 | -6,281 | -29.4% | -$20.56万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $48.75万 | 0.02% | 3,962 | -1,518 | -27.7% | -$18.68万 | 减仓 |
| GIB | CGI INC | $48.62万 | 0.02% | 7,530 | 2,423 | 47.4% | $15.65万 | 加仓 |
| PSA | PUBLIC STORAGE | $48.48万 | 0.02% | 1,523 | 217 | 16.6% | $6.91万 | 加仓 |
| EFV | ISHARES TR | $48.47万 | 0.02% | 6,331 | 164 | 2.7% | $1.26万 | 加仓 |
| FOXA | FOX CORP | $48.46万 | 0.02% | 9,291 | 4,324 | 87.1% | $22.55万 | 加仓 |
| JD | JD.COM INC | $48.36万 | 0.02% | 18,979 | -5,277 | -21.8% | -$13.45万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $48.09万 | 0.02% | 2,725 | 1,041 | 61.8% | $18.37万 | 加仓 |
| AEE | AMEREN CORP | $47.99万 | 0.02% | 4,245 | -1,973 | -31.7% | -$22.30万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $47.94万 | 0.02% | 1,834 | 832 | 83.0% | $21.75万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $47.85万 | 0.02% | 1,061 | -1,484 | -58.3% | -$66.93万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $47.74万 | 0.02% | 5,882 | 2,995 | 103.7% | $24.31万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $47.37万 | 0.02% | 2,750 | 489 | 21.6% | $8.42万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $47.26万 | 0.02% | 3,995 | 811 | 25.5% | $9.59万 | 加仓 |
| USFD | US FOODS HLDG CORP | $47.24万 | 0.02% | 4,620 | -2,534 | -35.4% | -$25.91万 | 减仓 |
| CME | CME GROUP INC | $47.24万 | 0.02% | 2,139 | -743 | -25.8% | -$16.41万 | 减仓 |
| EMA | EMERA INC | $46.94万 | 0.02% | 8,853 | 1,583 | 21.8% | $8.39万 | 加仓 |
| F | FORD MTR CO | $46.77万 | 0.02% | 33,646 | -666 | -1.9% | -$9,257 | 减仓 |
| ALAB | ASTERA LABS INC | $46.61万 | 0.02% | 965 | 965 | — | $46.61万 | 新建仓 |
| G | GENPACT LIMITED | $46.54万 | 0.02% | 16,924 | 6,470 | 61.9% | $17.79万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $46.06万 | 0.02% | 56,379 | 4,502 | 8.7% | $3.68万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $45.79万 | 0.02% | 16,841 | 1,788 | 11.9% | $4.86万 | 加仓 |
| PRI | PRIMERICA INC | $45.64万 | 0.02% | 1,606 | 778 | 94.0% | $22.11万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $45.62万 | 0.02% | 1,987 | 271 | 15.8% | $6.22万 | 加仓 |
| HAS | HASBRO INC | $45.33万 | 0.02% | 5,489 | -2,548 | -31.7% | -$21.04万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $45.32万 | 0.02% | 5,557 | 223 | 4.2% | $1.82万 | 加仓 |
| VICI | VICI PPTYS INC | $45.11万 | 0.02% | 16,992 | 16,992 | — | $45.11万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $45.09万 | 0.02% | 3,728 | 3,728 | — | $45.09万 | 新建仓 |
| NVR | NVR INC | $44.97万 | 0.02% | 66 | 36 | 120.0% | $24.53万 | 重新持有 |
| FTV | FORTIVE CORP | $44.88万 | 0.02% | 7,346 | 1,259 | 20.7% | $7.69万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $44.42万 | 0.02% | 2,527 | -94 | -3.6% | -$1.65万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $44.23万 | 0.02% | 7,888 | -1,366 | -14.8% | -$7.66万 | 减仓 |
| — | VIRTUS ETF TR II | $44.22万 | 0.02% | 18,295 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $44.14万 | 0.02% | 23,100 | 9,989 | 76.2% | $19.09万 | 加仓 |
| DBX | DROPBOX INC | $44.00万 | 0.02% | 16,017 | 3,032 | 23.4% | $8.33万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $43.90万 | 0.02% | 4,200 | -2,943 | -41.2% | -$30.76万 | 减仓 |
| HEI | HEICO CORP NEW | $43.88万 | 0.02% | 1,232 | -584 | -32.2% | -$20.80万 | 重新持有 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $43.85万 | 0.02% | 32,407 | -4,850 | -13.0% | -$6.56万 | 减仓 |
| MTB | M & T BK CORP | $43.77万 | 0.02% | 1,839 | 579 | 46.0% | $13.78万 | 加仓 |
| PCG | PG&E CORP | $43.73万 | 0.02% | 25,997 | 4,765 | 22.4% | $8.01万 | 加仓 |
| BALL | BALL CORP | $43.67万 | 0.02% | 6,998 | 865 | 14.1% | $5.40万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $43.46万 | 0.02% | 8,948 | 486 | 5.7% | $2.36万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $43.30万 | 0.02% | 3,743 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $43.18万 | 0.02% | 38,724 | -2,759 | -6.7% | -$3.08万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $43.12万 | 0.02% | 8,541 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $43.06万 | 0.02% | 5,537 | -2,075 | -27.3% | -$16.14万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $42.93万 | 0.02% | 22,221 | 620 | 2.9% | $1.20万 | 加仓 |
| CSGP | COSTAR GROUP INC | $42.92万 | 0.02% | 15,157 | 7,027 | 86.4% | $19.90万 | 加仓 |
| EPAM | EPAM SYS INC | $42.75万 | 0.02% | 5,388 | 3,421 | 173.9% | $27.15万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $42.73万 | 0.02% | 6,171 | -687 | -10.0% | -$4.76万 | 减仓 |
| ETR | ENTERGY CORP NEW | $42.72万 | 0.02% | 3,719 | 60 | 1.6% | $6,892 | 加仓 |
| ATR | APTARGROUP INC | $42.56万 | 0.02% | 3,399 | 3,399 | — | $42.56万 | 新建仓 |
| GMED | GLOBUS MED INC | $42.33万 | 0.02% | 5,357 | 652 | 13.9% | $5.15万 | 加仓 |
| KKR | KKR & CO INC | $42.29万 | 0.02% | 4,608 | 371 | 8.8% | $3.41万 | 加仓 |
| FNB | F N B CORP | $42.25万 | 0.02% | 22,142 | -2,775 | -11.1% | -$5.29万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $42.05万 | 0.02% | 12,412 | 537 | 4.5% | $1.82万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $42.02万 | 0.02% | 1,273 | -473 | -27.1% | -$15.61万 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $41.94万 | 0.02% | 27,577 | 5,373 | 24.2% | $8.17万 | 加仓 |
| AZO | AUTOZONE INC | $41.87万 | 0.02% | 131 | -34 | -20.6% | -$10.87万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $41.80万 | 0.02% | 12,471 | -1,614 | -11.5% | -$5.41万 | 重新持有 |
| HMC | HONDA MOTOR CO LTD | $41.67万 | 0.02% | 15,371 | 2,037 | 15.3% | $5.52万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $41.40万 | 0.02% | 1,943 | -1,193 | -38.0% | -$25.42万 | 减仓 |
| VTRS | VIATRIS INC | $41.38万 | 0.02% | 26,061 | -3,123 | -10.7% | -$4.96万 | 减仓 |
| EIX | EDISON INTL | $41.15万 | 0.02% | 5,527 | 653 | 13.4% | $4.86万 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $40.92万 | 0.02% | 18,099 | 1,683 | 10.3% | $3.81万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $40.41万 | 0.02% | 7,864 | -631 | -7.4% | -$3.24万 | 减仓 |
| AVT | AVNET INC | $40.39万 | 0.02% | 4,547 | -3,314 | -42.2% | -$29.43万 | 减仓 |
| DCI | DONALDSON INC | $40.30万 | 0.02% | 4,489 | -5,356 | -54.4% | -$48.08万 | 减仓 |
| — | WEBSTER FINL CORP | $40.21万 | 0.02% | 5,262 | 25 | 0.5% | $1,910 | 加仓 |
| BE | BLOOM ENERGY CORP | $39.87万 | 0.02% | 1,317 | 1,317 | — | $39.87万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $39.84万 | 0.02% | 6,153 | 1,678 | 37.5% | $10.87万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $39.77万 | 0.02% | 12,410 | 4,700 | 61.0% | $15.06万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $39.77万 | 0.02% | 10,453 | 1,645 | 18.7% | $6.26万 | 加仓 |
| MTZ | MASTEC INC | $39.73万 | 0.02% | 955 | -252 | -20.9% | -$10.48万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $39.43万 | 0.02% | 1,475 | 35 | 2.4% | $9,357 | 加仓 |
| TU | TELUS CORPORATION | $39.37万 | 0.02% | 37,243 | 37,243 | — | $39.37万 | 新建仓 |
| BIDU | BAIDU INC | $39.24万 | 0.02% | 3,433 | 376 | 12.3% | $4.30万 | 加仓 |
| USSG | DBX ETF TR | $38.96万 | 0.02% | 5,609 | -352 | -5.9% | -$2.44万 | 减仓 |