Avion Wealth 13F 持仓 · 2026年Q2
Avion Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,747 只证券，申报市值合计 5.37 亿美元。前几大持仓：VUSB（13.88%）、VEA（11.97%）、VOO（9.00%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | $74.6M | 13.88% | 1.5M | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $64.3M | 11.97% | 902,866 | 减持 |
| 3 | VOO | VANGUARD INDEX FDS | $48.4M | 9.00% | 70,432 | 增持 |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | $38.3M | 7.12% | 457,003 | 增持 |
| 5 | VOE | VANGUARD INDEX FDS | $30.7M | 5.71% | 155,392 | 减持 |
| 6 | VYM | VANGUARD WHITEHALL FDS | $27.8M | 5.17% | 175,650 | 增持 |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $27.6M | 5.14% | 570,842 | 增持 |
| 8 | VBR | VANGUARD INDEX FDS | $23.2M | 4.32% | 95,456 | 增持 |
| 9 | VTI | VANGUARD INDEX FDS | $20.5M | 3.81% | 55,297 | 增持 |
| 10 | VO | VANGUARD INDEX FDS | $17.3M | 3.22% | 214,461 | 增持 |
| 11 | VUG | VANGUARD INDEX FDS | $14.3M | 2.65% | 165,513 | 增持 |
| 12 | DFAC | DIMENSIONAL ETF TRUST | $11.4M | 2.12% | 256,434 | 减持 |
| 13 | VNQ | VANGUARD INDEX FDS | $9.2M | 1.72% | 95,604 | 减持 |
| 14 | MINT | PIMCO ETF TR | $7.3M | 1.35% | 71,928 | 减持 |
| 15 | IEFA | ISHARES TR | $7.1M | 1.33% | 73,959 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $5.7M | 1.06% | 28,543 | 减持 |
| 17 | AAPL | APPLE INC | $5.2M | 0.98% | 18,123 | 增持 |
| 18 | GLD | SPDR GOLD TR | $5.1M | 0.95% | 13,792 | 增持 |
| 19 | HYG | ISHARES TR | $3.8M | 0.70% | 47,139 | 增持 |
| 20 | SCI | SERVICE CORP INTL | $3.6M | 0.67% | 47,089 | 持平 |
| 21 | KMI | KINDER MORGAN INC DEL | $3.1M | 0.57% | 96,078 | 减持 |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $3.1M | 0.57% | 51,314 | 减持 |
| 23 | TSLA | TESLA INC | $2.8M | 0.52% | 6,612 | 增持 |
| 24 | BA | BOEING CO | $2.7M | 0.51% | 12,690 | 增持 |
| 25 | BSV | VANGUARD BD INDEX FDS | $2.6M | 0.48% | 32,891 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR