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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $124.16万 | 0.48% | 14,413 | 1 | 0.0% | $86 | 加仓 |
| LADR | LADDER CAP CORP | $126.44万 | 0.49% | 127,073 | 1,402 | 1.1% | $1.39万 | 加仓 |
| MRK | MERCK & CO INC | $131.45万 | 0.51% | 10,229 | -68 | -0.7% | -$8,739 | 减仓 |
| MSIF | MSC INCOME FUND INC | $132.19万 | 0.51% | 114,250 | 50,120 | 78.2% | $57.99万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $133.39万 | 0.52% | 3,209 | 1,478 | 85.4% | $61.44万 | 加仓 |
| USB | US BANCORP | $138.86万 | 0.54% | 22,989 | -762 | -3.2% | -$4.60万 | 减仓 |
| ETN | EATON CORP PLC | $147.89万 | 0.57% | 3,470 | -787 | -18.5% | -$33.54万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $154.82万 | 0.60% | 10,557 | -292 | -2.7% | -$4.28万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $160.70万 | 0.62% | 4,041 | -94 | -2.3% | -$3.74万 | 减仓 |
| VGT | VANGUARD WORLD FD | $166.61万 | 0.64% | 13,939 | -85 | -0.6% | -$1.02万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP | $171.30万 | 0.66% | 5,138 | 0 | 0.0% | — | 不变 |
| — | NATIONAL HEALTHCARE PPTYS INC | $177.87万 | 0.69% | 121,416 | 121,416 | — | $177.87万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $188.18万 | 0.73% | 21,439 | 1,237 | 6.1% | $10.86万 | 加仓 |
| PEP | PEPSICO INC | $189.72万 | 0.73% | 14,011 | 5,326 | 61.3% | $72.12万 | 加仓 |
| AMAT | APPLIED MATLS INC | $193.25万 | 0.75% | 2,672 | 75 | 2.9% | $5.42万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $202.33万 | 0.78% | 3,483 | -90 | -2.5% | -$5.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $208.32万 | 0.81% | 6,364 | -513 | -7.5% | -$16.79万 | 减仓 |
| IWB | ISHARES TR | $212.94万 | 0.82% | 5,200 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $214.37万 | 0.83% | 25,939 | -18 | -0.1% | -$1,488 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $214.55万 | 0.83% | 23,252 | -540 | -2.3% | -$4.98万 | 减仓 |
| V | VISA INC | $218.54万 | 0.85% | 6,369 | 159 | 2.6% | $5.46万 | 加仓 |
| — | EXXON MOBIL CORP | $219.22万 | 0.85% | 16,034 | -440 | -2.7% | -$6.02万 | 减仓 |
| PWR | QUANTA SVCS INC | $233.37万 | 0.90% | 3,241 | -135 | -4.0% | -$9.72万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $239.09万 | 0.92% | 3,133 | -48 | -1.5% | -$3.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $281.97万 | 1.09% | 5,635 | -37 | -0.7% | -$1.85万 | 减仓 |
| BA | BOEING CO | $288.32万 | 1.12% | 13,319 | -312 | -2.3% | -$6.75万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $308.20万 | 1.19% | 42,711 | -1,447 | -3.3% | -$10.44万 | 减仓 |
| BAC | BANK OF AMER CORP | $322.58万 | 1.25% | 56,612 | 9,276 | 19.6% | $52.85万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $336.99万 | 1.30% | 6,561 | 76 | 1.2% | $3.90万 | 加仓 |
| CVX | CHEVRON CORPORATION | $348.92万 | 1.35% | 21,049 | -283 | -1.3% | -$4.69万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $389.51万 | 1.51% | 15,337 | -1,115 | -6.8% | -$28.32万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT | $395.82万 | 1.53% | 8,288 | -202 | -2.4% | -$9.65万 | 减仓 |
| AVGO | BROADCOM INC | $444.24万 | 1.72% | 11,760 | -322 | -2.7% | -$12.16万 | 减仓 |
| TSLA | TESLA INC | $468.96万 | 1.81% | 11,149 | 469 | 4.4% | $19.73万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $501.23万 | 1.94% | 5,358 | 239 | 4.7% | $22.36万 | 加仓 |
| ABBV | ABBVIE INC | $513.21万 | 1.99% | 20,394 | 1,016 | 5.2% | $25.57万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $531.26万 | 2.06% | 5,252 | -162 | -3.0% | -$16.39万 | 减仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $535.00万 | 2.07% | 106,129 | 10,090 | 10.5% | $50.86万 | 加仓 |
| GE | GE AEROSPACE | $536.98万 | 2.08% | 14,368 | 56 | 0.4% | $2.09万 | 加仓 |
| LLY | ELI LILLY & CO | $625.42万 | 2.42% | 5,214 | 148 | 2.9% | $17.75万 | 加仓 |
| NFLX | NETFLIX INC. | $648.16万 | 2.51% | 90,779 | -372 | -0.4% | -$2.66万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC | $651.48万 | 2.52% | 6,751 | -155 | -2.2% | -$14.96万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $732.73万 | 2.83% | 19,643 | 429 | 2.2% | $16.00万 | 加仓 |
| META | META PLATFORMS INC | $806.54万 | 3.12% | 14,318 | 358 | 2.6% | $20.17万 | 加仓 |
| AMZN | AMAZON COM INC | $821.51万 | 3.18% | 34,467 | 330 | 1.0% | $7.87万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,014.71万 | 3.93% | 8,790 | -229 | -2.5% | -$26.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,352.53万 | 5.23% | 67,596 | -469 | -0.7% | -$9.38万 | 减仓 |
| GOOGL | ALPHABET INC | $1,403.84万 | 5.43% | 39,282 | -1,368 | -3.4% | -$48.89万 | 减仓 |
| AAPL | APPLE INC | $2,090.91万 | 8.09% | 72,259 | -262 | -0.4% | -$7.58万 | 减仓 |