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Aaron Wealth Advisors

SEC CIK
0001812198
最新申報
2026/7/16

2022 年第 2 季持倉

持倉截至 2022/6/30,2022/7/22 申報。只含多頭部位,變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
191
較 2022 年第 1 季 −737
總值
$3.98 億
較 2022 年第 1 季 −$45.3 億 (−91.9%)
申報日
2022/7/22
SEC
Aaron Wealth Advisors 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core MSCI Eafe ETF46432F842ETF501,655$2,952 萬7.4%−14,807,922−96.7%減碼–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL422,303$2,684 萬6.7%−33,377,499−98.8%減碼–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW452,715$2,548 萬6.4%−30,778,845−98.6%減碼–
AAPLApple Inc.Stock164,013$2,242 萬5.6%−25,911,072−99.4%減碼歷史
MSFTMicrosoft CorpStock73,837$1,896 萬4.8%−20,537,303−99.6%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF323,576$1,587 萬4.0%−18,596,365−98.3%減碼–
AMGNAmgen IncStock57,222$1,392 萬3.5%−795,193−93.3%減碼歷史
ZUOZuora IncCOM CL A1,472,439$1,318 萬3.3%−20,585,101−93.3%減碼歷史
Flexshares Tr33939L407MORNSTAR UPSTR315,047$1,250 萬3.1%−12,587,648−97.6%減碼–
iShares U S ETF Tr46431W507SHOR DURA BD ETF206,800$1,019 萬2.6%+206,800新進–
Janus Detroit STR Tr47103U845HENDRSON AAA CL169,178$829.6 萬2.1%+169,178新進–
ProShares Tr74347B508DJ BRKFLD GLB166,088$764.0 萬1.9%−5,590,427−97.1%減碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF49,041$734.7 萬1.8%−8,067,774−99.4%減碼–
SPYSPDR S&P 500 ETF TrustETF17,871$674.1 萬1.7%−6,287,023−99.7%減碼歷史
GOOGAlphabet Inc.Stock2,728$596.7 萬1.5%−6,474,215−100.0%減碼歷史
iShares Tr464288372GLB INFRASTR ETF119,828$560.1 萬1.4%−5,974,624−98.0%減碼–
Vanguard S&P 500 ETF922908363ETF15,583$540.5 萬1.4%−6,344,406−99.8%減碼–
iShares MSCI Acwi Ex U.S. ETF464288240ETF112,303$505.3 萬1.3%−5,936,015−98.1%減碼–
SPDR Series Trust78468R739ST NUVE TERM ETF102,420$484.0 萬1.2%−4,160,498−97.6%減碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF23,184$456.7 萬1.1%−5,836,654−99.6%減碼–
FCXFreeport-McMoran IncStock155,216$454.1 萬1.1%+80,010+106.4%加碼歷史
iShares MSCI Eafe ETF464287465ETF70,060$437.8 萬1.1%−4,869,677−98.6%減碼–
iShares Russell 1000 Growth ETF464287614ETF19,762$432.1 萬1.1%−5,028,661−99.6%減碼–
GOOGLAlphabet Inc.Stock1,934$421.4 萬1.1%−4,701,328−100.0%減碼歷史
DHRDanaher CorpStock16,048$406.8 萬1.0%−243,255−93.8%減碼歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF72,622$391.0 萬1.0%−12,242,484−99.4%減碼–
IBMInternational Business Machines CorpStock26,461$373.6 萬0.9%−3,331,045−99.2%減碼歷史
DBX ETF Tr233051820XTRACK MSCI ALL119,753$351.5 萬0.9%−3,735,874−96.9%減碼–
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX18,499$317.8 萬0.8%−2,724,829−99.3%減碼–
Avidity Biosciences, Inc.05370A108COM215,750$313.4 萬0.8%−3,769,152−94.6%減碼–
iShares Tr46434V803HDG MSCI EAFE97,905$311.5 萬0.8%−3,621,240−97.4%減碼–
iShares Russell 2000 ETF464287655ETF18,309$310.0 萬0.8%−3,437,411−99.5%減碼–
MAMastercard IncStock7,990$252.0 萬0.6%−2,783,505−99.7%減碼歷史
BRK.BBerkshire Hathaway IncStock8,986$245.3 萬0.6%−1,582,285−99.4%減碼歷史
WMTWalmart Inc.Stock19,107$232.3 萬0.6%−3,205,159−99.4%減碼歷史
CRMSalesforce, Inc.Stock13,965$230.4 萬0.6%−2,713,285−99.5%減碼歷史
VVisa Inc.Stock11,101$218.5 萬0.5%−2,234,098−99.5%減碼歷史
CBChubb LtdStock10,862$213.5 萬0.5%−2,238,296−99.5%減碼歷史
BACBank of America CorpStock66,286$206.3 萬0.5%−2,377,853−97.3%減碼歷史
ORCLOracle CorpStock28,736$200.7 萬0.5%−2,352,729−98.8%減碼歷史
SBUXStarbucks CorpStock26,137$199.6 萬0.5%−1,154,194−97.8%減碼歷史
AMZNAmazon Com IncStock17,999$191.1 萬0.5%−44,904,101−100.0%減碼依 20 比 1 拆股換算歷史
iShares Russell Midcap ETF464287499ETF27,500$177.8 萬0.4%−1,741,900−98.4%減碼–
NTRSNorthern Trust CorpCOM17,546$169.2 萬0.4%−63,270−78.3%減碼歷史
BMYBristol Myers Squibb CoStock21,850$168.2 萬0.4%−1,376,820−98.4%減碼歷史
WMWaste Management IncStock10,712$163.8 萬0.4%−1,676,520−99.4%減碼歷史
ACNAccenture plcStock5,763$160.0 萬0.4%−414,762−98.6%減碼歷史
KOCoca Cola CoStock24,752$155.7 萬0.4%−563,318−95.8%減碼歷史
iShares Tr464287150CORE S&P TTL STK18,398$154.1 萬0.4%−415,139−95.8%減碼–
ADPAutomatic Data Processing IncStock6,540$137.3 萬0.3%−1,474,517−99.6%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF10,000$128.2 萬0.3%−1,359,900−99.3%減碼–
JNJJohnson & JohnsonStock6,947$123.3 萬0.3%−1,023,977−99.3%減碼歷史
SPDR Index Shs FDS78463X152ST STR SP N AM25,000$123.0 萬0.3%−1,425,500−98.3%減碼–
NVDANVIDIA CorpStock7,953$120.5 萬0.3%−1,851,042−99.6%減碼歷史
PGProcter & Gamble CoStock8,259$118.7 萬0.3%−1,516,274−99.5%減碼歷史
iShares S&P 100 ETF464287101ETF6,399$110.3 萬0.3%−1,262,236−99.5%減碼–
RGLDRoyal Gold IncStock9,975$106.5 萬0.3%−1,371,319−99.3%減碼歷史
TXTTextron IncCOM17,178$104.9 萬0.3%−1,255,984−98.7%減碼歷史
SPGSimon Property Group Inc.REIT11,013$104.5 萬0.3%−1,101,063−99.0%減碼歷史
KURAKura Oncology, Inc.COM56,724$103.9 萬0.3%−853,966−93.8%減碼歷史
HSYHershey CoCOM4,782$102.8 萬0.3%−1,026,160−99.5%減碼歷史
MCKMcKesson CorpStock2,997$97.7 萬0.2%−887,841−99.7%減碼歷史
iShares Tr464288737GLB CNSM STP ETF16,813$97.2 萬0.2%−1,027,442−98.4%減碼–
MDTMedtronic plcStock10,748$96.4 萬0.2%−1,210,811−99.1%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF30,605$96.2 萬0.2%−1,589,564−98.1%減碼–
UNHUnitedHealth Group IncStock1,799$92.4 萬0.2%−803,953−99.8%減碼歷史
METAMeta Platforms, Inc.Stock5,530$89.1 萬0.2%−1,004,429−99.5%減碼歷史
ProShares Tr74348A467S&P 500 DV ARIST10,109$86.2 萬0.2%−949,336−98.9%減碼–
EPDEnterprise Products Partners L.P.Stock34,939$85.1 萬0.2%−372,394−91.4%減碼歷史
MCDMcDonalds CorpStock3,231$79.7 萬0.2%−617,194−99.5%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF7,500$76.2 萬0.2%−1,187,950−99.4%減碼–
TMOThermo Fisher Scientific Inc.Stock1,397$75.8 萬0.2%−481,164−99.7%減碼歷史
GISGeneral Mills IncStock9,797$73.9 萬0.2%−599,750−98.4%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF4,180$73.6 萬0.2%−612,978−99.3%減碼–
GLDSPDR Gold TrustETF4,313$72.6 萬0.2%−1,034,063−99.6%減碼歷史
ELVElevance Health, Inc.Stock1,475$71.1 萬0.2%−666,092−99.8%減碼歷史
LLYEli Lilly & CoStock2,177$70.5 萬0.2%−345,476−99.4%減碼歷史
UBERUber Technologies, IncStock33,756$69.0 萬0.2%−1,161,702−97.2%減碼歷史
BKRBaker Hughes CoCL A22,862$66.0 萬0.2%−792,976−97.2%減碼歷史
AGFirst Majestic Silver CorpCOM91,819$65.9 萬0.2%−1,573,394−94.5%減碼歷史
VRTXVertex Pharmaceuticals IncStock2,332$65.7 萬0.2%−589,026−99.6%減碼歷史
Invesco QQQ Trust Series I46090E103ETF2,334$65.4 萬0.2%−844,921−99.7%減碼–
Global X FDS37954Y293GLB X MLP ENRG I17,064$65.0 萬0.2%−711,910−97.7%減碼–
HDHome Depot, Inc.Stock2,258$61.9 萬0.2%−693,684−99.7%減碼歷史
COFCapital One Financial CorpStock5,872$61.1 萬0.2%−927,206−99.4%減碼歷史
COSTCostco Wholesale CorpStock1,272$60.9 萬0.2%−390,881−99.7%減碼歷史
AMDAdvanced Micro Devices IncStock7,927$60.6 萬0.2%−798,564−99.0%減碼歷史
WPMWheaton Precious Metals Corp.COM16,656$60.0 萬0.2%−775,836−97.9%減碼歷史
INGING Groep NVSPONSORED ADR60,429$59.9 萬0.2%−490,702−89.0%減碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF11,257$59.4 萬0.1%−44,857−79.9%減碼–
ABBVAbbVie Inc.Stock3,864$59.1 萬0.1%−273,019−98.6%減碼歷史
iShares Russell 1000 Value ETF464287598ETF4,032$58.4 萬0.1%−156,968−97.5%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF14,009$58.3 萬0.1%−632,226−97.8%減碼–
GSKGSK plcSPONSORED ADR13,318$57.9 萬0.1%−533,142−97.6%減碼歷史
iShares S&P 500 Value ETF464287408ETF4,192$57.6 萬0.1%−257,729−98.4%減碼–
CLColgate Palmolive CoStock7,194$57.6 萬0.1%−536,734−98.7%減碼歷史
Schwab US Tips ETF808524870ETF10,258$57.2 萬0.1%−629,200−98.4%減碼–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT12,500$53.9 萬0.1%+12,500新進–
AIGAmerican International Group, Inc.Stock10,193$52.1 萬0.1%−636,149−98.4%減碼歷史
JPMJPMorgan Chase & CoStock4,507$50.7 萬0.1%−454,482−99.0%減碼歷史

2022 年第 1 季之後清倉(745 檔)

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 745 檔。

Aaron Wealth Advisors 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
SPDR Series Trust78464A284ST NUVE HIGH ETF3,006,998$5,452 萬1.1%–
DBX ETF Tr233051432XTRACK USD HIGH1,556,994$4,128 萬0.8%–
DKNGDraftKings Inc.COM CL A717,177$3,684 萬0.7%歷史
DBX ETF Tr233051200XTRACK MSCI EAFE848,475$2,250 萬0.5%–
TJXTJX Companies IncStock1,225,230$2,023 萬0.4%歷史
Vanguard Ftse Developed Markets ETF921943858ETF816,894$1,701 萬0.3%–
DBX ETF Tr233051150XTRACKERS MSCI346,860$832.2 萬0.2%–
RNGRingCentral, Inc.CL A957,605$817.0 萬0.2%歷史
iShares U.S. Medical Devices ETF464288810ETF484,571$794.9 萬0.2%–
State Street SPDR S&P Bank ETF78464A797ETF397,074$758.5 萬0.2%–
Global X FDS37954Y848GLOBAL X SILVER243,679$670.0 萬0.1%–
INFYInfosys LtdSPONSORED ADR165,070$663.2 萬0.1%歷史
AMATApplied Materials IncStock824,540$625.6 萬0.1%歷史
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT135,900$600.0 萬0.1%歷史
RFRegions Financial CorpCOM113,637$510.5 萬0.1%歷史
IBNIcici Bank LtdADR94,150$497.1 萬0.1%歷史
HSBCHSBC Holdings PLCSPON ADR NEW167,609$489.8 萬0.1%歷史
LYFTLyft, Inc.CL A COM174,950$455.6 萬0.1%歷史
TSTenaris SASPONSORED ADS134,082$445.9 萬0.1%歷史
iShares Tr46429B7470-5 YR TIPS ETF456,908$435.4 萬0.1%–
CPCanadian Pacific Kansas City LtdCOM359,379$435.4 萬0.1%歷史
ABBNYABB LtdSPONSORED ADR128,486$397.3 萬0.1%歷史
WFCWells Fargo & CompanyStock180,465$372.4 萬0.1%歷史
PYPLPayPal Holdings, Inc.Stock422,353$365.2 萬0.1%歷史
KEYKeycorpCOM78,374$350.2 萬0.1%歷史
MUMicron Technology IncStock263,813$338.7 萬0.1%歷史
HALHalliburton CoStock128,227$338.6 萬0.1%歷史
PTLOPortillo's Inc.COM CL A81,048$330.0 萬0.1%歷史
KRKroger CoStock186,854$325.7 萬0.1%歷史
EBAYeBay IncCOM185,236$323.5 萬0.1%歷史
AUAngloGold Ashanti PLCSPONSORED ADR73,652$310.9 萬0.1%歷史
FANGDiamondback Energy, Inc.Stock410,417$299.4 萬0.1%歷史
YUMCYum China Holdings, Inc.COM118,222$284.6 萬0.1%歷史
Vanguard Materials ETF92204A801ETF540,623$278.6 萬0.1%–
CHTChunghwa Telecom Co LtdSPON ADR NEW11121,793$274.0 萬0.1%歷史
MPCMarathon Petroleum CorpStock232,816$272.3 萬0.1%歷史
Vanguard Industrials ETF92204A603ETF520,790$267.8 萬0.1%–
TFCTruist Financial CorpCOM146,569$258.5 萬0.1%歷史
TMUST-Mobile US, Inc.Stock329,474$256.7 萬0.1%歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD85,747$256.5 萬0.1%歷史
CIBGrupo Cibest S.A.SPON ADR PREF107,119$251.1 萬0.1%歷史
NOVNOV Inc.COM49,221$251.0 萬0.1%歷史
KBKB Financial Group Inc.SPONSORED ADR120,268$246.3 萬<0.1%歷史
SONYSony Group CorpSPONSORED ADR243,936$237.5 萬<0.1%歷史
CSXCSX CorpStock87,595$233.9 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM169,528$230.4 萬<0.1%歷史
Vanguard Morningstar Growth ETF922908736ETF656,303$228.2 萬<0.1%–
ALEXAlexander & Baldwin, Inc.COM49,974$215.5 萬<0.1%歷史
WFWoori Financial Group Inc.SPONSORED ADS78,973$209.7 萬<0.1%歷史
ESEversource EnergyStock182,376$206.8 萬<0.1%歷史
iShares Tr46436E601ESG MSCI EM LDRS110,723$205.5 萬<0.1%–
LUVSouthwest Airlines CoCOM93,752$204.7 萬<0.1%歷史
USBUS Bancorp DECOM NEW108,798$204.7 萬<0.1%歷史
AMXAmerica Movil SAB de CVSPON ADR L SHS43,209$204.3 萬<0.1%歷史
AFLAflac IncStock130,711$203.0 萬<0.1%歷史
DOWDow Inc.Stock127,503$200.1 萬<0.1%歷史
Nushares ETF Tr67092P854ESG HI TLD CRP45,797$198.0 萬<0.1%–
BWABorgwarner IncCOM75,816$194.9 萬<0.1%歷史
Vanguard Consumer Discretionary ETF92204A108ETF589,113$193.0 萬<0.1%–
CDKCDK Global, Inc.COM93,611$192.3 萬<0.1%歷史
NBISNebius Group N.V.Stock0$192.0 萬<0.1%歷史
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP92,496$188.5 萬<0.1%歷史
CCitigroup IncStock98,576$184.6 萬<0.1%歷史
iShares Tr46435G334MSCI UK ETF NEW62,065$184.5 萬<0.1%–
DINOHF Sinclair CorpCOM72,327$181.5 萬<0.1%歷史
RELXRELX PLCSPONSORED ADR56,197$180.7 萬<0.1%歷史
NFLXNetflix IncStock673,887$179.9 萬<0.1%歷史
MYEMyers Industries IncCOM38,858$179.9 萬<0.1%歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF93,458$179.9 萬<0.1%–
iShares Tr46434V639CUR HD EURZN ETF61,363$179.2 萬<0.1%–
ATVIActivision Blizzard, Inc.COM142,836$178.3 萬<0.1%歷史
CTVACorteva, Inc.Stock100,187$174.3 萬<0.1%歷史
KMIKinder Morgan, Inc.Stock32,109$169.8 萬<0.1%歷史
NVSNovartis AGADR148,385$169.1 萬<0.1%歷史
SLBSLB LimitedStock69,648$168.6 萬<0.1%歷史
CFGCitizens Financial Group IncCOM75,247$166.0 萬<0.1%歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR52,653$164.8 萬<0.1%歷史
FITBFifth Third BancorpCOM68,777$159.8 萬<0.1%歷史
BUDAnheuser-Busch InBev SA/NVADR95,195$158.5 萬<0.1%歷史
EMREmerson Electric CoStock151,781$154.8 萬<0.1%歷史
BSXBoston Scientific CorpStock68,162$153.9 萬<0.1%歷史
Paramount Global92556H206CL B56,677$149.9 萬<0.1%–
DTMDT Midstream, Inc.COMMON STOCK80,087$147.6 萬<0.1%歷史
OKEONEOK IncCOM102,272$144.8 萬<0.1%歷史
BXBlackstone Inc.COM178,477$140.6 萬<0.1%歷史
VICIVici Properties Inc.COM39,644$139.3 萬<0.1%歷史
SYFSynchrony FinancialCOM48,455$139.2 萬<0.1%歷史
MRVLMarvell Technology, Inc.COM99,246$138.4 萬<0.1%歷史
STLDSteel Dynamics IncCOM115,216$138.1 萬<0.1%歷史
MMacy's, Inc.COM33,446$137.3 萬<0.1%歷史
BSACBanco Santander ChileSP ADR REP COM30,993$137.2 萬<0.1%歷史
EIXEdison InternationalStock96,037$137.0 萬<0.1%歷史
PRUPrudential Financial IncStock160,593$135.9 萬<0.1%歷史
PHMPultegroup IncCOM56,648$135.2 萬<0.1%歷史
CSANYCosan S.A.ADS26,611$134.4 萬<0.1%歷史
SSPE.W. Scripps CoCL A NEW27,920$134.3 萬<0.1%歷史
CAGConagra Brands Inc.Stock44,950$133.9 萬<0.1%歷史
TGITriumph Group IncCOM33,698$133.3 萬<0.1%歷史
CAJPYCanon IncSPONSORED ADR32,332$133.0 萬<0.1%歷史
ORealty Income CorpREIT92,030$132.8 萬<0.1%歷史