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Livermore
Livermore
中文EN

Aaron Wealth Advisors

SEC CIK
0001812198
最新申報
2026/7/16

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/4/21 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
690
較 2025 年第 4 季 +16
總值
$17.3 億
較 2025 年第 4 季 −$6,619 萬 (−3.7%)
申報日
2026/4/21
SEC
Aaron Wealth Advisors 在 2026 年第 1 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 ETF46432F842ETF1,536,718$1.39 億8.0%+239,124+18.4%加碼–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL1,086,914$1.02 億5.9%+210,367+24.0%加碼–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW863,072$9,467 萬5.5%+141,741+19.6%加碼–
NVDANVIDIA CorpStock484,145$8,444 萬4.9%−41,897−8.0%減碼歷史
iShares Tr46436E7180-3 MTH TREASURY647,381$6,517 萬3.8%−510,753−44.1%減碼–
AMGNAmgen IncStock174,735$6,148 萬3.6%+8,894+5.4%加碼歷史
Flexshares Tr33939L407MORNSTAR UPSTR1,067,130$5,886 萬3.4%+125,132+13.3%加碼–
AAPLApple Inc.Stock201,114$5,104 萬2.9%−32,944−14.1%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF642,173$4,479 萬2.6%+103,115+19.1%加碼–
MBXMBX Biosciences, Inc.COM1,168,176$3,487 萬2.0%+1,098,176+1,568.8%加碼歷史
MSFTMicrosoft CorpStock93,286$3,453 萬2.0%−13,791−12.9%減碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF150,977$3,280 萬1.9%+12,726+9.2%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT610,228$3,040 萬1.8%+151,890+33.1%加碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF97,146$2,936 萬1.7%+9,674+11.1%加碼–
GOOGLAlphabet Inc.Stock77,406$2,226 萬1.3%−7,239−8.6%減碼歷史
AMZNAmazon Com IncStock104,868$2,184 萬1.3%−25,042−19.3%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR51,599$1,744 萬1.0%+18,077+53.9%加碼歷史
GOOGAlphabet Inc.Stock56,880$1,632 萬0.9%−7,231−11.3%減碼歷史
SPYSPDR S&P 500 ETF TrustETF23,865$1,552 萬0.9%−53−0.2%減碼歷史
AVGOBroadcom Inc.Stock44,094$1,365 萬0.8%−9,120−17.1%減碼歷史
BRK.BBerkshire Hathaway IncStock26,430$1,267 萬0.7%−5,156−16.3%減碼歷史
ProShares Tr74347B508DJ BRKFLD GLB206,343$1,238 萬0.7%+11,493+5.9%加碼–
WMTWalmart Inc.Stock94,896$1,179 萬0.7%−11,410−10.7%減碼歷史
METAMeta Platforms, Inc.Stock20,019$1,145 萬0.7%−8,089−28.8%減碼歷史
iShares Tr464288158SHRT NAT MUN ETF101,053$1,076 萬0.6%+3,757+3.9%加碼–
FCXFreeport-McMoran IncStock182,234$1,071 萬0.6%−55,860−23.5%減碼歷史
TSLATesla, Inc.Stock28,454$1,058 萬0.6%−6,072−17.6%減碼歷史
LLYEli Lilly & CoStock11,253$1,035 萬0.6%−943−7.7%減碼歷史
JPMJPMorgan Chase & CoStock34,941$1,028 萬0.6%−5,277−13.1%減碼歷史
JNJJohnson & JohnsonStock40,714$995.2 萬0.6%−591−1.4%減碼歷史
XOMExxonMobil Holdings CorpCOM58,623$994.6 萬0.6%−373−0.6%減碼歷史
CATCaterpillar IncStock12,073$855.4 萬0.5%−247−2.0%減碼歷史
VVisa Inc.Stock21,417$647.3 萬0.4%−6,188−22.4%減碼歷史
iShares MSCI Eafe ETF464287465ETF63,106$612.9 萬0.4%−193−0.3%減碼–
BMYBristol Myers Squibb CoStock98,697$598.6 萬0.3%+288+0.3%加碼歷史
ASMLASML Holding NVADR4,433$585.5 萬0.3%+936+26.8%加碼歷史
COSTCostco Wholesale CorpStock5,583$556.3 萬0.3%+134+2.5%加碼歷史
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX18,086$533.8 萬0.3%−7,431−29.1%減碼–
AMATApplied Materials IncStock15,370$525.3 萬0.3%−192−1.2%減碼歷史
CSCOCisco Systems, Inc.Stock67,160$521.1 萬0.3%−6,697−9.1%減碼歷史
MUMicron Technology IncStock14,086$475.9 萬0.3%+133+1.0%加碼歷史
Vanguard S&P 500 ETF922908363ETF7,919$473.2 萬0.3%−325−3.9%減碼–
ABBVAbbVie Inc.Stock20,998$456.7 萬0.3%−4,342−17.1%減碼歷史
LRCXLam Research CorpStock21,153$452.0 萬0.3%−5,285−20.0%減碼歷史
PGProcter & Gamble CoStock29,386$424.5 萬0.2%+44+0.1%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF9,951$424.3 萬0.2%−51−0.5%減碼–
RTXRTX CorpStock21,633$417.3 萬0.2%−1,174−5.1%減碼歷史
BACBank of America CorpStock81,702$398.3 萬0.2%−9,230−10.2%減碼歷史
MCKMcKesson CorpStock4,599$398.0 萬0.2%+573+14.2%加碼歷史
MAMastercard IncStock7,964$398.0 萬0.2%−4,063−33.8%減碼歷史
NFLXNetflix IncStock40,651$390.9 萬0.2%+1,670+4.3%加碼歷史
CVXChevron CorpStock18,811$389.2 萬0.2%−1,292−6.4%減碼歷史
WMWaste Management IncStock16,694$383.6 萬0.2%−126−0.7%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF8,772$383.2 萬0.2%−113−1.3%減碼–
iShares Russell 1000 Value ETF464287598ETF17,773$379.8 萬0.2%−156−0.9%減碼–
iShares Core S&P 500 ETF464287200ETF5,732$374.4 萬0.2%−272−4.5%減碼–
UBERUber Technologies, IncStock51,905$373.4 萬0.2%−1,155−2.2%減碼歷史
PLTRPalantir Technologies Inc.Stock25,296$370.0 萬0.2%−8,282−24.7%減碼歷史
NVSNovartis AGADR24,095$368.1 萬0.2%+4,376+22.2%加碼歷史
GSGoldman Sachs Group IncStock4,300$363.8 萬0.2%−138−3.1%減碼歷史
KOCoca Cola CoStock47,785$363.4 萬0.2%−1,303−2.7%減碼歷史
BRK.ABerkshire Hathaway IncCL A5$359.1 萬0.2%00.0%不變歷史
HSBCHSBC Holdings PLCSPON ADR NEW43,102$355.5 萬0.2%+10,538+32.4%加碼歷史
MSMorgan StanleyStock21,013$345.8 萬0.2%−717−3.3%減碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF50,031$342.6 萬0.2%−214−0.4%減碼–
HDHome Depot, Inc.Stock10,263$337.6 萬0.2%+305+3.1%加碼歷史
GEGeneral Electric CoStock11,747$333.3 萬0.2%−4,010−25.4%減碼歷史
MRKMerck & Co., Inc.Stock27,189$327.1 萬0.2%−1,232−4.3%減碼歷史
ORCLOracle CorpStock22,155$325.9 萬0.2%−835−3.6%減碼歷史
MCDMcDonalds CorpStock10,469$325.4 萬0.2%−1,055−9.2%減碼歷史
CCitigroup IncStock28,657$325.0 萬0.2%−1,561−5.2%減碼歷史
SHELShell plcADR34,471$320.6 萬0.2%+10,078+41.3%加碼歷史
GEVGE Vernova Inc.Stock3,658$319.3 萬0.2%+458+14.3%加碼歷史
AMDAdvanced Micro Devices IncStock15,606$317.5 萬0.2%−1,042−6.3%減碼歷史
PMPhilip Morris International Inc.Stock18,749$310.0 萬0.2%−2,169−10.4%減碼歷史
SCHWSchwab Charles CorpStock32,690$307.2 萬0.2%−4,206−11.4%減碼歷史
WFCWells Fargo & CompanyStock37,614$299.4 萬0.2%−3,303−8.1%減碼歷史
ETNEaton Corp plcStock8,312$297.3 萬0.2%−310−3.6%減碼歷史
RGLDRoyal Gold IncStock11,471$291.9 萬0.2%−234−2.0%減碼歷史
TJXTJX Companies IncStock18,138$289.7 萬0.2%−436−2.3%減碼歷史
BABAAlibaba Group Holding LtdADR22,762$285.6 萬0.2%+8,461+59.2%加碼歷史
IBMInternational Business Machines CorpStock11,579$280.7 萬0.2%+1,467+14.5%加碼歷史
LINLinde PLCStock5,619$278.6 萬0.2%+188+3.5%加碼歷史
GILDGilead Sciences, Inc.Stock19,278$268.7 萬0.2%−1,089−5.3%減碼歷史
KLACKLA CorpCOM NEW1,777$261.6 萬0.2%−191−9.7%減碼歷史
INGING Groep NVSPONSORED ADR97,760$254.7 萬0.1%+15,119+18.3%加碼歷史
UNHUnitedHealth Group IncStock8,947$242.1 萬0.1%−1,339−13.0%減碼歷史
TMToyota Motor CorpADS11,607$239.2 萬0.1%+2,002+20.8%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS139,534$236.8 萬0.1%+32,364+30.2%加碼歷史
MNSTMonster Beverage CorpCOM32,530$235.7 萬0.1%−5,471−14.4%減碼歷史
CLColgate Palmolive CoStock27,326$232.9 萬0.1%−2,173−7.4%減碼歷史
CMICummins IncStock4,299$231.3 萬0.1%−3−0.1%減碼歷史
TAT&T Inc.Stock79,715$231.1 萬0.1%−8,551−9.7%減碼歷史
ADIAnalog Devices IncStock7,239$230.3 萬0.1%−147−2.0%減碼歷史
TMOThermo Fisher Scientific Inc.Stock4,625$227.3 萬0.1%−643−12.2%減碼歷史
ISRGIntuitive Surgical IncCOM NEW4,903$226.1 萬0.1%−1,377−21.9%減碼歷史
VRTXVertex Pharmaceuticals IncStock5,042$225.1 萬0.1%+117+2.4%加碼歷史
ADPAutomatic Data Processing IncStock11,002$223.5 萬0.1%−1,206−9.9%減碼歷史
iShares Russell 2000 ETF464287655ETF9,010$223.5 萬0.1%00.0%不變–
GLWCorning IncCOM16,375$222.7 萬0.1%+182+1.1%加碼歷史

選擇權（1 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

Aaron Wealth Advisors 在 2026 年第 1 季的選擇權部位
證券類別賣權買權
NVDANVIDIA CorpStock$3,052 萬–

2025 年第 4 季之後清倉（80 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

Aaron Wealth Advisors 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
AWIArmstrong World Industries IncCOM7,585$144.9 萬0.1%歷史
AYIAcuity Inc. (DE)Stock3,087$111.1 萬0.1%歷史
QRVOQorvo, Inc.Stock10,736$90.7 萬0.1%歷史
TRUTransUnionCOM9,070$77.8 萬<0.1%歷史
TECHBIO-TECHNE CorpCOM12,450$73.2 萬<0.1%歷史
DTDynatrace, Inc.Stock16,732$72.5 萬<0.1%歷史
HEI.AHeico CorpCL A2,867$72.4 萬<0.1%歷史
AXTAAxalta Coating Systems Ltd.COM20,563$66.4 萬<0.1%歷史
WWayfair Inc.CL A6,566$65.9 萬<0.1%歷史
Avidity Biosciences, Inc.05370A108COM8,562$61.8 萬<0.1%–
REYNReynolds Consumer Products Inc.COM26,604$61.0 萬<0.1%歷史
HEIHeico CorpCOM1,816$58.8 萬<0.1%歷史
ICUIIcu Medical IncCOM4,037$57.6 萬<0.1%歷史
POSTPost Holdings, Inc.COM5,749$56.9 萬<0.1%歷史
FOXFox CorpCL B COM8,654$56.2 萬<0.1%歷史
MATMattel IncCOM27,051$53.7 萬<0.1%歷史
GENGen Digital Inc.Stock19,646$53.4 萬<0.1%歷史
TROWPrice T Rowe Group IncStock5,197$53.2 萬<0.1%歷史
AVDLAvadel Pharmaceuticals PLCStock23,543$50.7 萬<0.1%歷史
GNTXGentex CorpCOM21,309$49.6 萬<0.1%歷史
BRBroadridge Financial Solutions, Inc.Stock2,164$48.3 萬<0.1%歷史
AMHAmerican Homes 4 RentCL A14,085$45.2 萬<0.1%歷史
LDOSLeidos Holdings, Inc.COM2,472$44.6 萬<0.1%歷史
ESTCElastic N.V.ORD SHS5,842$44.1 萬<0.1%歷史
SFStifel Financial CorpCOM3,406$42.6 萬<0.1%歷史
FBINFortune Brands Innovations, Inc.COM8,056$40.3 萬<0.1%歷史
PCARPaccar IncCOM3,600$39.4 萬<0.1%歷史
NVCRNovoCure LtdORD SHS29,220$37.8 萬<0.1%歷史
CUZCousins Properties IncCOM NEW14,568$37.6 萬<0.1%歷史
TRMBTrimble Inc.COM4,692$36.8 萬<0.1%歷史
SFMSprouts Farmers Market, Inc.COM4,612$36.7 萬<0.1%歷史
MUSAMurphy USA Inc.COM891$36.0 萬<0.1%歷史
EFXEquifax IncCOM1,587$34.4 萬<0.1%歷史
SHCSotera Health CoCOM19,024$33.6 萬<0.1%歷史
RSReliance, Inc.COM1,158$33.5 萬<0.1%歷史
DTEDte Energy CoCOM2,585$33.3 萬<0.1%歷史
KNSLKinsale Capital Group, Inc.Stock832$32.5 萬<0.1%歷史
LVSLas Vegas Sands CorpCOM4,942$32.2 萬<0.1%歷史
CNXCConcentrix CorpStock7,518$31.3 萬<0.1%歷史
BFAMBright Horizons Family Solutions Inc.COM3,017$30.6 萬<0.1%歷史
ELEstee Lauder Companies IncCL A2,899$30.4 萬<0.1%歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,883$30.3 萬<0.1%歷史
GLOBGlobant S.A.COM4,599$30.1 萬<0.1%歷史
RKTRocket Companies, Inc.Stock15,056$29.1 萬<0.1%歷史
HUBSHubSpot IncCOM720$28.9 萬<0.1%歷史
VMCVulcan Materials COCOM993$28.3 萬<0.1%歷史
AMEAmetek IncCOM1,379$28.3 萬<0.1%歷史
WPCW. P. Carey Inc.COM4,234$27.3 萬<0.1%歷史
GTESGates Industrial Corp Ltd.ORD SHS12,461$26.8 萬<0.1%歷史
PPLPPL CorpCOM7,390$25.9 萬<0.1%歷史
NEUNewmarket CorpCOM376$25.8 萬<0.1%歷史
CELHCelsius Holdings, Inc.COM NEW5,646$25.8 萬<0.1%歷史
ANAutonation, Inc.COM1,237$25.5 萬<0.1%歷史
WINGWingstop Inc.COM1,061$25.3 萬<0.1%歷史
KMBKimberly Clark CorpStock2,500$25.2 萬<0.1%歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM1,450$24.8 萬<0.1%歷史
VLTOVeralto CorpStock2,458$24.5 萬<0.1%歷史
FIXComfort Systems USA IncCOM259$24.2 萬<0.1%歷史
TXRHTexas Roadhouse, Inc.COM1,450$24.1 萬<0.1%歷史
EXASExact Sciences CorpCOM2,353$23.9 萬<0.1%歷史
PEverpure, Inc.CL A3,538$23.7 萬<0.1%歷史
FYBRFrontier Communications Parent, Inc.COM6,102$23.2 萬<0.1%歷史
ELFe.l.f. Beauty, Inc.COM2,946$22.4 萬<0.1%歷史
AUAngloGold Ashanti PLCCOM SHS2,589$22.1 萬<0.1%歷史
NVRNVR IncCOM30$21.9 萬<0.1%歷史
INSMINSMED IncCOM PAR $.011,229$21.4 萬<0.1%歷史
CIGIColliers International Group Inc.SUB VTG SHS1,453$21.4 萬<0.1%歷史
PLNTPlanet Fitness, Inc.CL A1,965$21.3 萬<0.1%歷史
GEHCGE HealthCare Technologies Inc.Stock2,593$21.3 萬<0.1%歷史
GPCGenuine Parts CoStock1,711$21.0 萬<0.1%歷史
CRDOCredo Technology Group Holding LtdStock1,455$20.9 萬<0.1%歷史
UHAL.BU-Haul Holding CoCOM SER N4,419$20.7 萬<0.1%歷史
SYYSysco CorpStock2,780$20.5 萬<0.1%歷史
DUOLDuolingo, Inc.CL A COM1,153$20.2 萬<0.1%歷史
ITGartner IncCOM799$20.2 萬<0.1%歷史
NOVNOV Inc.COM12,790$20.0 萬<0.1%歷史
TELFYTelefonica S ASPONSORED ADR47,597$19.3 萬<0.1%歷史
YEXTYext, Inc.COM14,111$11.4 萬<0.1%歷史
EOLSEvolus, Inc.COM10,260$6.82 萬<0.1%歷史
WITWipro LtdSPON ADR 1 SH12,269$3.48 萬<0.1%歷史