Avior Wealth Management, LLC 13F 持仓 · 2026年Q2
Avior Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 787 只证券，申报市值合计 38.04 亿美元。前几大持仓：VUG（6.25%）、DGRO（4.23%）、JAVA（2.00%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $237.6M | 6.25% | 2.8M | 增持 |
| 2 | DGRO | ISHARES TR | $160.9M | 4.23% | 2.1M | 增持 |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | $75.9M | 2.00% | 956,185 | 减持 |
| 4 | VO | VANGUARD INDEX FDS | $75.9M | 2.00% | 944,180 | 增持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $73.6M | 1.94% | 590,250 | 增持 |
| 6 | VOT | VANGUARD INDEX FDS | $70.2M | 1.85% | 229,387 | 减持 |
| 7 | JGRO | J P MORGAN EXCHANGE TRADED F | $67.9M | 1.79% | 688,966 | 减持 |
| 8 | VOE | VANGUARD INDEX FDS | $66.3M | 1.74% | 335,783 | 减持 |
| 9 | IVV | ISHARES TR | $53.4M | 1.40% | 71,296 | 减持 |
| 10 | VOO | VANGUARD INDEX FDS | $52.7M | 1.39% | 76,784 | 减持 |
| 11 | AAPL | APPLE INC | $52.5M | 1.38% | 181,537 | 减持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $52.5M | 1.38% | 104,840 | 减持 |
| 13 | NVDA | NVIDIA CORPORATION | $50.5M | 1.33% | 252,383 | 减持 |
| 14 | VB | VANGUARD INDEX FDS | $46.5M | 1.22% | 153,346 | 增持 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $45.8M | 1.21% | 645,233 | 增持 |
| 16 | SMIZ | ZACKS TRUST | $45.5M | 1.20% | 1.0M | 增持 |
| 17 | SPYV | SPDR SERIES TRUST | $44.9M | 1.18% | 739,292 | 增持 |
| 18 | VTV | VANGUARD INDEX FDS | $44.2M | 1.16% | 202,913 | 减持 |
| 19 | BND | VANGUARD BD INDEX FDS | $43.7M | 1.15% | 595,336 | 减持 |
| 20 | BSCT | INVESCO EXCH TRD SLF IDX FD | $43.8M | 1.15% | 2.4M | 减持 |
| 21 | BSCR | INVESCO EXCH TRD SLF IDX FD | $42.5M | 1.12% | 2.2M | 减持 |
| 22 | MU | MICRON TECHNOLOGY INC | $41.1M | 1.08% | 35,638 | 减持 |
| 23 | BSCV | INVESCO EXCH TRD SLF IDX FD | $39.3M | 1.03% | 2.4M | 减持 |
| 24 | MGV | VANGUARD WORLD FD | $37.0M | 0.97% | 226,306 | 增持 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $35.2M | 0.92% | 47,080 | 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