AVISO WEALTH MANAGEMENT
BELLEVUE WA · SEC CIK 0002011802
$2.59亿2026Q2 申报市值
144持仓数
39.3%前十大占比 · 第一大 8.1%
7 / 5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
NATIONAL HEALTHC 新建仓+$177.87万
PEP 加仓+$72.12万
UNH 加仓+$61.44万
MSIF 加仓+$57.99万
GOOG 加仓+$56.99万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$61.12万
GOOGL 减仓-$48.89万
ETN 减仓-$33.54万
HD 减仓-$30.12万
GEHC 减仓-$29.99万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,090.91万 | 8.09% | 72,259 | -262 | -0.4% | -$7.58万 | 减仓 |
| GOOGL | ALPHABET INC | $1,403.84万 | 5.43% | 39,282 | -1,368 | -3.4% | -$48.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,352.53万 | 5.23% | 67,596 | -469 | -0.7% | -$9.38万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,014.71万 | 3.93% | 8,790 | -229 | -2.5% | -$26.44万 | 减仓 |
| AMZN | AMAZON COM INC | $821.51万 | 3.18% | 34,467 | 330 | 1.0% | $7.87万 | 加仓 |
| META | META PLATFORMS INC | $806.54万 | 3.12% | 14,318 | 358 | 2.6% | $20.17万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $732.73万 | 2.83% | 19,643 | 429 | 2.2% | $16.00万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC | $651.48万 | 2.52% | 6,751 | -155 | -2.2% | -$14.96万 | 减仓 |
| NFLX | NETFLIX INC. | $648.16万 | 2.51% | 90,779 | -372 | -0.4% | -$2.66万 | 减仓 |
| LLY | ELI LILLY & CO | $625.42万 | 2.42% | 5,214 | 148 | 2.9% | $17.75万 | 加仓 |
| GE | GE AEROSPACE | $536.98万 | 2.08% | 14,368 | 56 | 0.4% | $2.09万 | 加仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $535.00万 | 2.07% | 106,129 | 10,090 | 10.5% | $50.86万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $531.26万 | 2.06% | 5,252 | -162 | -3.0% | -$16.39万 | 减仓 |
| ABBV | ABBVIE INC | $513.21万 | 1.99% | 20,394 | 1,016 | 5.2% | $25.57万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $501.23万 | 1.94% | 5,358 | 239 | 4.7% | $22.36万 | 加仓 |
| TSLA | TESLA INC | $468.96万 | 1.81% | 11,149 | 469 | 4.4% | $19.73万 | 加仓 |
| AVGO | BROADCOM INC | $444.24万 | 1.72% | 11,760 | -322 | -2.7% | -$12.16万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT | $395.82万 | 1.53% | 8,288 | -202 | -2.4% | -$9.65万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $389.51万 | 1.51% | 15,337 | -1,115 | -6.8% | -$28.32万 | 减仓 |
| CVX | CHEVRON CORPORATION | $348.92万 | 1.35% | 21,049 | -283 | -1.3% | -$4.69万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $336.99万 | 1.30% | 6,561 | 76 | 1.2% | $3.90万 | 加仓 |
| BAC | BANK OF AMER CORP | $322.58万 | 1.25% | 56,612 | 9,276 | 19.6% | $52.85万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $308.20万 | 1.19% | 42,711 | -1,447 | -3.3% | -$10.44万 | 减仓 |
| BA | BOEING CO | $288.32万 | 1.12% | 13,319 | -312 | -2.3% | -$6.75万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $281.97万 | 1.09% | 5,635 | -37 | -0.7% | -$1.85万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $239.09万 | 0.92% | 3,133 | -48 | -1.5% | -$3.66万 | 减仓 |
| PWR | QUANTA SVCS INC | $233.37万 | 0.90% | 3,241 | -135 | -4.0% | -$9.72万 | 减仓 |
| — | EXXON MOBIL CORP | $219.22万 | 0.85% | 16,034 | -440 | -2.7% | -$6.02万 | 减仓 |
| V | VISA INC | $218.54万 | 0.85% | 6,369 | 159 | 2.6% | $5.46万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $214.55万 | 0.83% | 23,252 | -540 | -2.3% | -$4.98万 | 减仓 |
| WFC | WELLS FARGO & CO | $214.37万 | 0.83% | 25,939 | -18 | -0.1% | -$1,488 | 减仓 |
| IWB | ISHARES TR | $212.94万 | 0.82% | 5,200 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $208.32万 | 0.81% | 6,364 | -513 | -7.5% | -$16.79万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $202.33万 | 0.78% | 3,483 | -90 | -2.5% | -$5.23万 | 减仓 |
| AMAT | APPLIED MATLS INC | $193.25万 | 0.75% | 2,672 | 75 | 2.9% | $5.42万 | 加仓 |
| PEP | PEPSICO INC | $189.72万 | 0.73% | 14,011 | 5,326 | 61.3% | $72.12万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $188.18万 | 0.73% | 21,439 | 1,237 | 6.1% | $10.86万 | 加仓 |
| — | NATIONAL HEALTHCARE PPTYS INC | $177.87万 | 0.69% | 121,416 | 121,416 | — | $177.87万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP | $171.30万 | 0.66% | 5,138 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $166.61万 | 0.64% | 13,939 | -85 | -0.6% | -$1.02万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $160.70万 | 0.62% | 4,041 | -94 | -2.3% | -$3.74万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $154.82万 | 0.60% | 10,557 | -292 | -2.7% | -$4.28万 | 减仓 |
| ETN | EATON CORP PLC | $147.89万 | 0.57% | 3,470 | -787 | -18.5% | -$33.54万 | 减仓 |
| USB | US BANCORP | $138.86万 | 0.54% | 22,989 | -762 | -3.2% | -$4.60万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $133.39万 | 0.52% | 3,209 | 1,478 | 85.4% | $61.44万 | 加仓 |
| MSIF | MSC INCOME FUND INC | $132.19万 | 0.51% | 114,250 | 50,120 | 78.2% | $57.99万 | 加仓 |
| MRK | MERCK & CO INC | $131.45万 | 0.51% | 10,229 | -68 | -0.7% | -$8,739 | 减仓 |
| LADR | LADDER CAP CORP | $126.44万 | 0.49% | 127,073 | 1,402 | 1.1% | $1.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $124.16万 | 0.48% | 14,413 | 1 | 0.0% | $86 | 加仓 |
| CAT | CATERPILLAR INC | $124.00万 | 0.48% | 1,164 | 39 | 3.5% | $4.15万 | 加仓 |
| URI | UNITED RENTALS INC | $123.20万 | 0.48% | 1,087 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $119.00万 | 0.46% | 3,368 | 1,613 | 91.9% | $56.99万 | 加仓 |
| HD | HOME DEPOT INC | $118.49万 | 0.46% | 3,359 | -854 | -20.3% | -$30.12万 | 减仓 |
| EXC | EXELON CORP | $114.38万 | 0.44% | 24,535 | -121 | -0.5% | -$5,641 | 减仓 |
| ORCL | ORACLE CORP | $111.88万 | 0.43% | 7,634 | 884 | 13.1% | $12.96万 | 加仓 |
| C | CITIGROUP INC | $103.43万 | 0.40% | 7,390 | -26 | -0.4% | -$3,639 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $102.31万 | 0.40% | 2,008 | 5 | 0.2% | $2,547 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $101.07万 | 0.39% | 42,628 | 300 | 0.7% | $7,113 | 加仓 |
| CSCO | CISCO SYS INC | $98.12万 | 0.38% | 8,353 | -232 | -2.7% | -$2.73万 | 减仓 |
| AMGN | AMGEN INC | $97.11万 | 0.38% | 2,681 | 80 | 3.1% | $2.90万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $94.71万 | 0.37% | 3,813 | -70 | -1.8% | -$1.74万 | 减仓 |
| KLAC | KLA CORP | $91.06万 | 0.35% | 3,018 | 18 | 0.6% | $5,431 | 加仓 |
| VCR | VANGUARD WORLD FD | $90.69万 | 0.35% | 2,286 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $88.03万 | 0.34% | 2,407 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $87.83万 | 0.34% | 2,867 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $86.75万 | 0.34% | 4,795 | -3 | -0.1% | -$543 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $86.04万 | 0.33% | 7,777 | -85 | -1.1% | -$9,404 | 减仓 |
| UNP | UNION PAC CORP | $82.14万 | 0.32% | 3,019 | -5 | -0.2% | -$1,360 | 减仓 |
| IEFA | ISHARES TR | $81.99万 | 0.32% | 8,488 | 264 | 3.2% | $2.55万 | 加仓 |
| FSK | FS KKR CAP CORP | $81.27万 | 0.31% | 77,398 | -6,403 | -7.6% | -$6.72万 | 减仓 |
| WMT | WALMART INC | $81.13万 | 0.31% | 7,162 | -256 | -3.5% | -$2.90万 | 减仓 |
| GEV | GE VERNOVA INC | $79.35万 | 0.31% | 675 | 55 | 8.9% | $6.47万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.54万 | 0.29% | 6,389 | 2,325 | 57.2% | $27.13万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $72.86万 | 0.28% | 17,209 | 441 | 2.6% | $1.87万 | 加仓 |
| PFE | PFIZER INC | $71.70万 | 0.28% | 29,775 | -2,965 | -9.1% | -$7.14万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $67.33万 | 0.26% | 1,342 | -109 | -7.5% | -$5.47万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $66.42万 | 0.26% | 2,733 | 48 | 1.8% | $1.17万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $65.62万 | 0.25% | 5,193 | 789 | 17.9% | $9.97万 | 加仓 |
| BX | BLACKSTONE INC | $65.54万 | 0.25% | 5,569 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $64.20万 | 0.25% | 7,383 | -93 | -1.2% | -$8,086 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $62.73万 | 0.24% | 9,799 | -4,685 | -32.3% | -$29.99万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $62.58万 | 0.24% | 838 | 14 | 1.7% | $1.05万 | 加仓 |
| QCOM | QUALCOMM INC | $60.92万 | 0.24% | 3,296 | -203 | -5.8% | -$3.75万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $59.77万 | 0.23% | 3,025 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $59.33万 | 0.23% | 1,164 | -5 | -0.4% | -$2,549 | 减仓 |
| LNG | CHENIERE ENERGY INC | $57.28万 | 0.22% | 2,396 | -63 | -2.6% | -$1.51万 | 减仓 |
| CRM | SALESFORCE INC | $54.56万 | 0.21% | 3,482 | 350 | 11.2% | $5.48万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $54.33万 | 0.21% | 1,468 | -14 | -0.9% | -$5,182 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $54.24万 | 0.21% | 2,703 | -105 | -3.7% | -$2.11万 | 减仓 |
| TXN | TEXAS INSTRS INC | $53.57万 | 0.21% | 1,797 | 32 | 1.8% | $9,540 | 加仓 |
| SBUX | STARBUCKS CORP | $53.41万 | 0.21% | 5,226 | -343 | -6.2% | -$3.51万 | 减仓 |
| RTX | RTX CORPORATION | $53.13万 | 0.21% | 2,800 | 191 | 7.3% | $3.62万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $52.05万 | 0.20% | 4,374 | -45 | -1.0% | -$5,355 | 减仓 |
| LIN | LINDE PLC | $50.99万 | 0.20% | 982 | 19 | 2.0% | $9,865 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $49.46万 | 0.19% | 2,775 | -450 | -14.0% | -$8.02万 | 减仓 |
| HON | HONEYWELL INTL INC | $48.83万 | 0.19% | 2,181 | -2,730 | -55.6% | -$61.12万 | 减仓 |
| NOW | SERVICENOW INC | $48.73万 | 0.19% | 4,908 | -1,862 | -27.5% | -$18.49万 | 减仓 |
| MCD | MCDONALDS CORP | $48.64万 | 0.19% | 1,799 | 89 | 5.2% | $2.41万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $48.22万 | 0.19% | 2,181 | 2,181 | — | $48.22万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $47.95万 | 0.19% | 1,406 | -41 | -2.8% | -$1.40万 | 减仓 |