AVISO WEALTH MANAGEMENT
BELLEVUE WA · SEC CIK 0002011802
$2.22亿2026Q1 申报市值
140持仓数
39.5%前十大占比 · 第一大 8.3%
5 / 9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
PG 加仓+$71.30万
BAC 加仓+$67.29万
MSIF 加仓+$57.32万
LMT 加仓+$48.54万
COST 加仓+$43.35万
2026Q1 卖出最多 按季末市值估算
QQQ 清仓-$201.71万
AAPL 减仓-$146.56万
BRK/B 减仓-$114.62万
CAT 减仓-$113.68万
KHC 清仓-$80.32万
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $99.30万 | 0.45% | 6,750 | 519 | 8.3% | $7.64万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $100.28万 | 0.45% | 42,328 | 346 | 0.8% | $8,197 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $103.10万 | 0.46% | 14,484 | -70 | -0.5% | -$4,983 | 减仓 |
| VUG | VANGUARD INDEX FUNDS | $104.93万 | 0.47% | 2,402 | -7 | -0.3% | -$3,058 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $108.44万 | 0.49% | 3,883 | -2 | -0.1% | -$559 | 减仓 |
| — | HONEYWELL INTL INC | $111.01万 | 0.50% | 4,911 | -1,606 | -24.6% | -$36.30万 | 减仓 |
| EXC | EXELON CORP COM | $120.87万 | 0.54% | 24,656 | 8 | 0.0% | $392 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $121.07万 | 0.55% | 2,003 | 803 | 66.9% | $48.54万 | 加仓 |
| VGT | VANGUARD WORLD FD | $122.34万 | 0.55% | 1,753 | -10 | -0.6% | -$6,979 | 减仓 |
| LADR | LADDER CAP CORP CL A | $122.78万 | 0.55% | 125,671 | -854 | -0.7% | -$8,344 | 减仓 |
| USB | US BANCORP | $123.53万 | 0.56% | 23,751 | -695 | -2.8% | -$3.61万 | 减仓 |
| MRK | MERCK & CO INC | $123.87万 | 0.56% | 10,297 | -296 | -2.8% | -$3.56万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $124.20万 | 0.56% | 3,181 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $134.88万 | 0.61% | 8,685 | 51 | 0.6% | $7,920 | 加仓 |
| HD | HOME DEPOT INC | $138.58万 | 0.62% | 4,213 | -795 | -15.9% | -$26.15万 | 减仓 |
| ETN | EATON CORP PLC | $152.28万 | 0.69% | 4,257 | -1,307 | -23.5% | -$46.75万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $156.71万 | 0.71% | 10,849 | 4,936 | 83.5% | $71.30万 | 加仓 |
| PWR | QUANTA SVCS INC | $185.35万 | 0.84% | 3,376 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $185.41万 | 0.84% | 5,200 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $187.64万 | 0.85% | 20,202 | 471 | 2.4% | $4.37万 | 加仓 |
| V | VISA INC COM | $187.72万 | 0.85% | 6,210 | 265 | 4.5% | $8.01万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $190.62万 | 0.86% | 4,135 | -24 | -0.6% | -$1.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $202.30万 | 0.91% | 6,877 | -645 | -8.6% | -$18.97万 | 减仓 |
| WFC | WELLS FARGO & CO | $206.65万 | 0.93% | 25,957 | 1,344 | 5.5% | $10.70万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $223.60万 | 1.01% | 23,792 | 632 | 2.7% | $5.94万 | 加仓 |
| BAC | BANK OF AMER CORP | $230.77万 | 1.04% | 47,336 | 13,803 | 41.2% | $67.29万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC | $270.55万 | 1.22% | 6,906 | -328 | -4.5% | -$12.85万 | 减仓 |
| BA | BOEING CO | $271.30万 | 1.22% | 13,631 | 59 | 0.4% | $1.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $271.80万 | 1.23% | 5,672 | -2,392 | -29.7% | -$114.62万 | 减仓 |
| — | EXXON MOBIL CORP | $279.50万 | 1.26% | 16,474 | -693 | -4.0% | -$11.76万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $286.93万 | 1.29% | 8,490 | -541 | -6.0% | -$18.28万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $304.72万 | 1.37% | 9,019 | -292 | -3.1% | -$9.87万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $317.63万 | 1.43% | 44,158 | -68 | -0.2% | -$4,891 | 减仓 |
| MA | MASTERCARD INCORPORATED | $324.05万 | 1.46% | 6,485 | 426 | 7.0% | $21.29万 | 加仓 |
| AVGO | BROADCOM INC | $373.98万 | 1.69% | 12,082 | 151 | 1.3% | $4.67万 | 加仓 |
| TSLA | TESLA INC | $397.06万 | 1.79% | 10,680 | 258 | 2.5% | $9.59万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $402.18万 | 1.81% | 16,452 | -649 | -3.8% | -$15.87万 | 减仓 |
| GE | GE AEROSPACE | $406.16万 | 1.83% | 14,312 | 409 | 2.9% | $11.61万 | 加仓 |
| ABBV | ABBVIE INC | $421.47万 | 1.90% | 19,378 | 648 | 3.5% | $14.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $441.36万 | 1.99% | 21,332 | 34 | 0.2% | $7,035 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $458.08万 | 2.06% | 5,414 | 67 | 1.3% | $5.67万 | 加仓 |
| LLY | ELI LILLY & CO | $465.98万 | 2.10% | 5,066 | 102 | 2.1% | $9.38万 | 加仓 |
| TFLR | T. ROWE PRICE ETF INC | $483.65万 | 2.18% | 96,039 | 225 | 0.2% | $1.13万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $510.08万 | 2.30% | 5,119 | 435 | 9.3% | $43.35万 | 加仓 |
| AMZN | AMAZON COM INC | $710.99万 | 3.20% | 34,137 | 983 | 3.0% | $20.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $711.25万 | 3.21% | 19,214 | 998 | 5.5% | $36.94万 | 加仓 |
| META | META PLATFORMS INC CL A | $798.71万 | 3.60% | 13,960 | 242 | 1.8% | $13.85万 | 加仓 |
| NFLX | NETFLIX INC | $876.42万 | 3.95% | 91,151 | 1,132 | 1.3% | $10.88万 | 加仓 |
| GOOGL | ALPHABET INC | $1,168.96万 | 5.27% | 40,650 | -1,620 | -3.8% | -$46.59万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,187.06万 | 5.35% | 68,065 | -476 | -0.7% | -$8.30万 | 减仓 |
| AAPL | APPLE INC | $1,840.52万 | 8.30% | 72,521 | -5,775 | -7.4% | -$146.56万 | 减仓 |