13FBOX
AVISO WEALTH MANAGEMENT · 13F 持仓分析
期权收益计算器 机构排行

AVISO WEALTH MANAGEMENT

No.6267 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.59亿
环比变动 Q1 2026
+$3,664.4万+16.5%
持仓股票数
144
新买入
9
加仓
49
减仓
65
清仓
5
持股不变
21
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
8.09%8.3%$2,090.9万7.2万股$1,840.5万7.3万股-262股-0.36%减仓
谷歌AGOOGL
5.43%5.27%$1,403.8万3.9万股$1,169.0万4.1万股-1,368股-3.37%减仓
英伟达NVDA
5.23%5.35%$1,352.5万6.8万股$1,187.1万6.8万股-469股-0.69%减仓
美光科技MU
3.93%1.37%$1,014.7万8,790股$304.7万9,019股-229股-2.54%减仓
亚马逊AMZN
3.18%3.2%$821.5万3.4万股$711.0万3.4万股+330股+0.97%加仓
Meta平台META
3.12%3.6%$806.5万1.4万股$798.7万1.4万股+358股+2.56%加仓
微软MSFT
2.83%3.21%$732.7万2.0万股$711.2万1.9万股+429股+2.23%加仓
希捷STX
2.52%1.22%$651.5万6,751股$270.6万6,906股-155股-2.24%减仓
NETFLIXNFLX
2.51%3.95%$648.2万9.1万股$876.4万9.1万股-372股-0.41%减仓
礼来LLY
2.42%2.1%$625.4万5,214股$466.0万5,066股+148股+2.92%加仓
GE航空GE
2.08%1.83%$537.0万1.4万股$406.2万1.4万股+56股+0.39%加仓
TT ROWETFLR
2.07%2.18%$535.0万10.6万股$483.7万9.6万股+1.0万股+10.51%加仓
高盛GS
2.06%2.06%$531.3万5,252股$458.1万5,414股-162股-2.99%减仓
艾伯维ABBV
1.99%1.9%$513.2万2.0万股$421.5万1.9万股+1,016股+5.24%加仓
好市多COST
1.94%2.3%$501.2万5,358股$510.1万5,119股+239股+4.67%加仓
特斯拉TSLA
1.81%1.79%$469.0万1.1万股$397.1万1.1万股+469股+4.39%加仓
博通AVGO
1.72%1.69%$444.2万1.2万股$374.0万1.2万股-322股-2.67%减仓
台积电TSM
1.53%1.29%$395.8万8,288股$286.9万8,490股-202股-2.38%减仓
强生JNJ
1.51%1.81%$389.6万1.5万股$402.2万1.6万股-1,115股-6.78%减仓
雪佛龙CVX
1.35%1.99%$348.9万2.1万股$441.4万2.1万股-283股-1.33%减仓
万事达MA
1.3%1.46%$337.0万6,561股$324.0万6,485股+76股+1.17%加仓
BBANK OF AMERBAC
1.25%1.04%$322.6万5.7万股$230.8万4.7万股+9,276股+19.60%加仓
优步UBER
1.19%1.43%$308.2万4.3万股$317.6万4.4万股-1,447股-3.28%减仓
波音BA
1.12%1.22%$288.3万1.3万股$271.3万1.4万股-312股-2.29%减仓
伯克希尔哈撒韦BRK.B
1.09%1.23%$282.0万5,635股$271.8万5,672股-37股-0.65%减仓
CrowdStrikeCRWD
0.92%0.56%$239.1万3,133股$124.2万3,181股-48股-1.51%减仓
QUANTA SVCSPWR
0.9%0.84%$233.4万3,241股$185.3万3,376股-135股-4.00%减仓
埃克森美孚XOM
0.85%1.26%$219.2万1.6万股$279.5万1.6万股-440股-2.67%减仓
VisaV
0.85%0.85%$218.5万6,369股$187.7万6,210股+159股+2.56%加仓
嘉信理财SCHW
0.83%1.01%$214.6万2.3万股$223.6万2.4万股-540股-2.27%减仓
WELLS FARGO NEWWFC
0.83%0.93%$214.4万2.6万股$206.7万2.6万股-18股-0.07%减仓
IiShares安硕·RUSSELLIWB
0.82%0.84%$212.9万5,200股$185.4万5,200股00.00%持仓不变
摩根大通JPM
0.81%0.91%$208.3万6,364股$202.3万6,877股-513股-7.46%减仓
AMD超威AMD
0.78%0.33%$202.3万3,483股$72.7万3,573股-90股-2.52%减仓
应用材料AMAT
0.75%0.4%$193.2万2,672股$88.8万2,597股+75股+2.89%加仓
百事可乐PEP
0.73%0.61%$189.7万1.4万股$134.9万8,685股+5,326股+61.32%加仓
N新纪元能源NEE
0.73%0.85%$188.2万2.1万股$187.6万2.0万股+1,237股+6.12%加仓
NNATIONAL HEALTHCARE PPTYS INNHP
0.69%$177.9万12.1万股$00股+12.1万股新买入
SSILICON MOTION (SPADR REPR 4 SHS)SIMO
0.66%0.26%$171.3万5,138股$57.7万5,138股00.00%持仓不变
V先锋领航全球基金VGT
0.64%0.55%$166.6万1.4万股$122.3万1,753股+1.2万股+695.15%加仓
直觉外科ISRG
0.62%0.86%$160.7万4,041股$190.6万4,135股-94股-2.27%减仓
宝洁PG
0.6%0.71%$154.8万1.1万股$156.7万1.1万股-292股-2.69%减仓
伊顿ETN
0.57%0.69%$147.9万3,470股$152.3万4,257股-787股-18.49%减仓
美国合众银行USB
0.54%0.56%$138.9万2.3万股$123.5万2.4万股-762股-3.21%减仓
联合健康UNH
0.52%0.21%$133.4万3,209股$46.8万1,731股+1,478股+85.38%加仓
MMSC INCOME FUNDMSIF
0.51%0.35%$132.2万11.4万股$78.1万6.4万股+5.0万股+78.15%加仓
默沙东MRK
0.51%0.56%$131.5万1.0万股$123.9万1.0万股-68股-0.66%减仓
LADDER CAPLADR
0.49%0.55%$126.4万12.7万股$122.8万12.6万股+1,402股+1.12%加仓
V先锋领航指数基金VUG
0.48%0.47%$124.2万1.4万股$104.9万2,402股+1.2万股+500.04%加仓
卡特彼勒CAT
0.48%0.36%$124.0万1,164股$79.7万1,125股+39股+3.47%加仓

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