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Aaron Wealth Advisors

SEC CIK
0001812198
最新申報
2026/7/16

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/7/16 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
688
較 2026 年第 1 季 −2
總值
$19.7 億
較 2026 年第 1 季 +$2.38 億 (+13.7%)
申報日
2026/7/16
SEC
Aaron Wealth Advisors 在 2026 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 ETF46432F842ETF1,610,916$1.56 億7.9%+74,198+4.8%加碼–
NVDANVIDIA CorpStock662,775$1.33 億6.7%+178,630+36.9%加碼歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL976,287$1.04 億5.3%−110,627−10.2%減碼–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW797,921$1.02 億5.2%−65,151−7.5%減碼–
MBXMBX Biosciences, Inc.COM1,167,799$6,446 萬3.3%−3770.0%減碼歷史
AMGNAmgen IncStock173,851$6,295 萬3.2%−884−0.5%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF733,400$6,075 萬3.1%+91,227+14.2%加碼–
AAPLApple Inc.Stock204,480$5,917 萬3.0%+3,366+1.7%加碼歷史
Flexshares Tr33939L407MORNSTAR UPSTR1,125,256$5,545 萬2.8%+58,126+5.4%加碼–
MSFTMicrosoft CorpStock95,430$3,560 萬1.8%+2,144+2.3%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF96,959$3,546 萬1.8%−187−0.2%減碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF142,094$3,453 萬1.8%−8,883−5.9%減碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT619,993$3,086 萬1.6%+9,765+1.6%加碼–
GOOGLAlphabet Inc.Stock80,055$2,861 萬1.5%+2,649+3.4%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR59,883$2,860 萬1.5%+8,284+16.1%加碼歷史
AMZNAmazon Com IncStock114,132$2,720 萬1.4%+9,264+8.8%加碼歷史
SPYSPDR S&P 500 ETF TrustETF31,147$2,326 萬1.2%+7,282+30.5%加碼歷史
GOOGAlphabet Inc.Stock55,428$1,958 萬1.0%−1,452−2.6%減碼歷史
AVGOBroadcom Inc.Stock46,469$1,755 萬0.9%+2,375+5.4%加碼歷史
MUMicron Technology IncStock13,980$1,614 萬0.8%−106−0.8%減碼歷史
LLYEli Lilly & CoStock11,530$1,383 萬0.7%+277+2.5%加碼歷史
ProShares Tr74347B508DJ BRKFLD GLB213,382$1,265 萬0.6%+7,039+3.4%加碼–
CATCaterpillar IncStock11,790$1,256 萬0.6%−283−2.3%減碼歷史
BRK.BBerkshire Hathaway IncStock24,984$1,250 萬0.6%−1,446−5.5%減碼歷史
METAMeta Platforms, Inc.Stock21,425$1,207 萬0.6%+1,406+7.0%加碼歷史
TSLATesla, Inc.Stock27,912$1,174 萬0.6%−542−1.9%減碼歷史
JPMJPMorgan Chase & CoStock35,779$1,171 萬0.6%+838+2.4%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF105,380$1,122 萬0.6%+4,327+4.3%加碼–
AMATApplied Materials IncStock15,406$1,114 萬0.6%+36+0.2%加碼歷史
JNJJohnson & JohnsonStock41,786$1,061 萬0.5%+1,072+2.6%加碼歷史
WMTWalmart Inc.Stock93,516$1,059 萬0.5%−1,380−1.5%減碼歷史
FCXFreeport-McMoran IncStock168,393$1,059 萬0.5%−13,841−7.6%減碼歷史
AMDAdvanced Micro Devices IncStock17,573$1,021 萬0.5%+1,967+12.6%加碼歷史
ASMLASML Holding NVADR4,798$954.5 萬0.5%+365+8.2%加碼歷史
VVisa Inc.Stock26,947$924.5 萬0.5%+5,530+25.8%加碼歷史
LRCXLam Research CorpStock20,037$868.3 萬0.4%−1,116−5.3%減碼歷史
XOMExxonMobil Holdings CorpCOM59,358$811.5 萬0.4%+735+1.3%加碼歷史
CSCOCisco Systems, Inc.Stock64,869$762.0 萬0.4%−2,291−3.4%減碼歷史
iShares MSCI Eafe ETF464287465ETF63,106$655.5 萬0.3%00.0%不變–
INTCIntel CorpStock45,307$632.6 萬0.3%+907+2.0%加碼歷史
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX17,861$605.0 萬0.3%−225−1.2%減碼–
BMYBristol Myers Squibb CoStock99,879$575.5 萬0.3%+1,182+1.2%加碼歷史
ABBVAbbVie Inc.Stock20,993$528.3 萬0.3%−50.0%減碼歷史
Vanguard S&P 500 ETF922908363ETF7,639$524.7 萬0.3%−280−3.5%減碼–
KLACKLA CorpCOM NEW17,305$522.1 萬0.3%−465−2.6%減碼依 10 比 1 拆股換算歷史
iShares Tr46436E7180-3 MTH TREASURY51,038$513.8 萬0.3%−596,343−92.1%減碼–
HDHome Depot, Inc.Stock14,324$505.2 萬0.3%+4,061+39.6%加碼歷史
COSTCostco Wholesale CorpStock5,329$498.5 萬0.3%−254−4.5%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF39,718$493.2 萬0.3%00.0%不變依 4 比 1 拆股換算–
MAMastercard IncStock9,530$489.5 萬0.2%+1,566+19.7%加碼歷史
MSMorgan StanleyStock22,707$474.7 萬0.2%+1,694+8.1%加碼歷史
BACBank of America CorpStock81,187$462.6 萬0.2%−515−0.6%減碼歷史
UNHUnitedHealth Group IncStock10,803$449.0 萬0.2%+1,856+20.7%加碼歷史
GLWCorning IncCOM17,535$447.9 萬0.2%+1,160+7.1%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF51,102$440.2 萬0.2%−1,530−2.9%減碼依 6 比 1 拆股換算–
iShares Core S&P 500 ETF464287200ETF5,830$436.7 萬0.2%+98+1.7%加碼–
GSGoldman Sachs Group IncStock4,296$434.5 萬0.2%−4−0.1%減碼歷史
iShares Russell 1000 Value ETF464287598ETF17,773$430.9 萬0.2%00.0%不變–
GEVGE Vernova Inc.Stock3,562$418.5 萬0.2%−96−2.6%減碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW43,514$413.8 萬0.2%+412+1.0%加碼歷史
GEGeneral Electric CoStock11,046$412.8 萬0.2%−701−6.0%減碼歷史
CCitigroup IncStock29,376$411.1 萬0.2%+719+2.5%加碼歷史
RTXRTX CorpStock21,667$411.1 萬0.2%+34+0.2%加碼歷史
UBERUber Technologies, IncStock55,081$397.5 萬0.2%+3,176+6.1%加碼歷史
SNDKSandisk CorpCOM1,747$397.2 萬0.2%−40−2.2%減碼歷史
NVSNovartis AGADR24,810$388.8 萬0.2%+715+3.0%加碼歷史
ETNEaton Corp plcStock8,802$375.1 萬0.2%+490+5.9%加碼歷史
KOCoca Cola CoStock46,145$375.0 萬0.2%−1,640−3.4%減碼歷史
BRK.ABerkshire Hathaway IncCL A5$374.4 萬0.2%00.0%不變歷史
WMWaste Management IncStock16,790$374.2 萬0.2%+96+0.6%加碼歷史
PGProcter & Gamble CoStock25,113$368.3 萬0.2%−4,273−14.5%減碼歷史
LINLinde PLCStock6,907$358.4 萬0.2%+1,288+22.9%加碼歷史
ORCLOracle CorpStock23,414$343.1 萬0.2%+1,259+5.7%加碼歷史
MRKMerck & Co., Inc.Stock26,456$340.0 萬0.2%−733−2.7%減碼歷史
PMPhilip Morris International Inc.Stock18,682$338.0 萬0.2%−67−0.4%減碼歷史
TXNTexas Instruments IncStock11,298$336.8 萬0.2%+1,799+18.9%加碼歷史
CVXChevron CorpStock20,144$333.9 萬0.2%+1,333+7.1%加碼歷史
MCKMcKesson CorpStock4,321$326.5 萬0.2%−278−6.0%減碼歷史
IBMInternational Business Machines CorpStock11,566$325.2 萬0.2%−13−0.1%減碼歷史
INGING Groep NVSPONSORED ADR99,831$313.3 萬0.2%+2,071+2.1%加碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF41,142$313.1 萬0.2%−8,889−17.8%減碼–
MNSTMonster Beverage CorpCOM32,237$309.9 萬0.2%−293−0.9%減碼歷史
WFCWells Fargo & CompanyStock37,034$306.1 萬0.2%−580−1.5%減碼歷史
CMICummins IncStock4,248$303.0 萬0.2%−51−1.2%減碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS150,101$298.6 萬0.2%+10,567+7.6%加碼歷史
TJXTJX Companies IncStock19,688$298.3 萬0.2%+1,550+8.5%加碼歷史
WDCWestern Digital CorpCOM4,605$294.1 萬0.1%+426+10.2%加碼歷史
SHELShell plcADR37,560$291.2 萬0.1%+3,089+9.0%加碼歷史
NFLXNetflix IncStock40,784$291.2 萬0.1%+133+0.3%加碼歷史
ANETArista Networks, Inc.Stock16,966$288.2 萬0.1%+1,929+12.8%加碼歷史
ADIAnalog Devices IncStock7,183$285.3 萬0.1%−56−0.8%減碼歷史
PLTRPalantir Technologies Inc.Stock24,285$283.3 萬0.1%−1,011−4.0%減碼歷史
BHPBHP Group LtdADR33,890$282.3 萬0.1%+3,983+13.3%加碼歷史
CVSCVS Health CorpStock26,512$274.3 萬0.1%+1,494+6.0%加碼歷史
SANBanco Santander, S.A.ADR197,972$273.2 萬0.1%+1,807+0.9%加碼歷史
iShares Russell 2000 ETF464287655ETF9,010$270.7 萬0.1%00.0%不變–
ADPAutomatic Data Processing IncStock12,057$270.0 萬0.1%+1,055+9.6%加碼歷史
MRVLMarvell Technology, Inc.COM9,001$268.1 萬0.1%+2,785+44.8%加碼歷史
DEDeere & CoStock4,219$267.7 萬0.1%+402+10.5%加碼歷史
CLColgate Palmolive CoStock29,147$267.2 萬0.1%+1,821+6.7%加碼歷史

2026 年第 1 季之後清倉(89 檔)

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Aaron Wealth Advisors 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HONHoneywell International IncCOM5,633$127.3 萬0.1%歷史
CWANClearwater Analytics Holdings, Inc.CL A52,902$125.1 萬0.1%歷史
CTSHCognizant Technology Solutions CorpCL A11,057$67.8 萬<0.1%歷史
INGRIngredion IncCOM5,028$56.6 萬<0.1%歷史
LOPEGrand Canyon Education, Inc.COM3,046$51.8 萬<0.1%歷史
MSIMotorola Solutions, Inc.Stock1,104$47.9 萬<0.1%歷史
TRIThomson Reuters CorpCOM NO PAR5,307$47.8 萬<0.1%歷史
EXLSExlService Holdings, Inc.COM15,529$47.3 萬<0.1%歷史
CORCencora, Inc.Stock1,505$47.3 萬<0.1%歷史
MTGMgic Investment CorpCOM17,279$45.4 萬<0.1%歷史
AGOAssured Guaranty LtdCOM5,395$44.0 萬<0.1%歷史
NICENICE Ltd.SPONSORED ADR3,742$41.3 萬<0.1%歷史
PODDInsulet CorpStock1,955$41.0 萬<0.1%歷史
TELTE Connectivity plcStock1,950$40.8 萬<0.1%歷史
BEKEKE Holdings Inc.SPONSORED ADS26,080$39.0 萬<0.1%歷史
DARDarling Ingredients Inc.COM6,312$39.0 萬<0.1%歷史
MTDMettler Toledo International IncCOM301$38.0 萬<0.1%歷史
OTEXOpen Text CorpCOM17,069$38.0 萬<0.1%歷史
GGGGraco IncCOM4,397$37.2 萬<0.1%歷史
NINisource Inc.COM7,926$37.0 萬<0.1%歷史
ORIOld Republic International CorpCOM9,257$36.9 萬<0.1%歷史
ITTItt Inc.COM1,909$36.4 萬<0.1%歷史
ZGZillow Group, Inc.CL A8,627$35.7 萬<0.1%歷史
SAMBoston Beer Co IncCL A1,529$35.2 萬<0.1%歷史
CNACna Financial CorpCOM7,606$34.9 萬<0.1%歷史
ROLRollins IncCOM6,336$33.8 萬<0.1%歷史
AOSSmith A O CorpCOM5,118$33.7 萬<0.1%歷史
TKOTKO Group Holdings, Inc.CL A1,670$33.7 萬<0.1%歷史
WMSAdvanced Drainage Systems, Inc.COM2,432$33.4 萬<0.1%歷史
XPEVXpeng Inc.ADS19,045$32.6 萬<0.1%歷史
QQnity Electronics, Inc.COMMON STOCK2,816$32.5 萬<0.1%歷史
LBTYALiberty Global Ltd.COM CL A26,813$32.4 萬<0.1%歷史
TAPMolson Coors Beverage CoCL B7,481$32.2 萬<0.1%歷史
FCNFti Consulting, IncCOM1,785$31.6 萬<0.1%歷史
THCTenet Healthcare CorpCOM NEW1,670$31.5 萬<0.1%歷史
XYLXylem Inc.COM2,600$31.1 萬<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock2,272$30.9 萬<0.1%歷史
FEFirstenergy CorpCOM5,942$30.1 萬<0.1%歷史
DOCUDocuSign, Inc.Stock6,272$29.7 萬<0.1%歷史
NRGNRG Energy, Inc.Stock2,028$29.6 萬<0.1%歷史
DPZDominos Pizza IncCOM812$29.1 萬<0.1%歷史
BURLBurlington Stores, Inc.COM871$28.3 萬<0.1%歷史
AGCOAGCO CorpCOM2,439$28.3 萬<0.1%歷史
SCCOSouthern Copper CorpStock1,641$28.2 萬<0.1%歷史
EAElectronic Arts Inc.COM1,376$28.1 萬<0.1%歷史
DECKDeckers Outdoor CorpCOM2,760$27.6 萬<0.1%歷史
STLAStellantis N.V.SHS38,111$27.0 萬<0.1%歷史
ORealty Income CorpREIT4,408$27.0 萬<0.1%歷史
AERAerCap Holdings N.V.SHS1,951$26.8 萬<0.1%歷史
SWKSSkyworks Solutions, Inc.Stock4,995$26.7 萬<0.1%歷史
SUNBSunbelt Rentals Holdings, Inc.SHS3,948$25.7 萬<0.1%歷史
EMEEMCOR Group, Inc.Stock341$25.2 萬<0.1%歷史
HOLXHologic IncCOM3,254$24.6 萬<0.1%歷史
TDToronto Dominion BankStock2,634$24.6 萬<0.1%歷史
CNPCenterpoint Energy IncCOM5,659$24.4 萬<0.1%歷史
CSXCSX CorpStock5,849$24.0 萬<0.1%歷史
CTRACoterra Energy Inc.Stock6,762$23.8 萬<0.1%歷史
VRSKVerisk Analytics, Inc.COM1,249$23.7 萬<0.1%歷史
LULUlululemon athletica inc.Stock1,536$23.5 萬<0.1%歷史
PONYPony AI Inc.SPONSORED ADS24,911$23.5 萬<0.1%歷史
JLLJones Lang Lasalle IncCOM771$23.5 萬<0.1%歷史
FUTUFutu Holdings LtdSPON ADS CL A1,681$23.0 萬<0.1%歷史
NXSTNexstar Media Group, Inc.COMMON STOCK1,271$23.0 萬<0.1%歷史
TMETencent Music Entertainment GroupSPON ADS24,675$22.9 萬<0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF3,224$22.6 萬<0.1%–
DXCMDexcom IncCOM3,549$22.3 萬<0.1%歷史
ASTSAST SpaceMobile, Inc.COM CL A2,686$22.3 萬<0.1%歷史
CHDChurch & Dwight Co IncCOM2,379$22.2 萬<0.1%歷史
BIIBBiogen Inc.COM1,185$21.7 萬<0.1%歷史
BCEBce IncCOM NEW8,537$21.5 萬<0.1%歷史
RYRoyal Bank of CanadaStock1,328$21.5 萬<0.1%歷史
GTMZoomInfo Technologies Inc.Stock35,685$21.3 萬<0.1%歷史
WRBBerkley W R CorpCOM3,184$21.1 萬<0.1%歷史
ADTADT Inc.COM31,851$20.9 萬<0.1%歷史
OVVOvintiv Inc.COM3,512$20.8 萬<0.1%歷史
MMacy's, Inc.COM11,326$20.5 萬<0.1%歷史
ACMAecomCOM2,402$20.4 萬<0.1%歷史
AIZAssurant, Inc.Stock933$20.3 萬<0.1%歷史
RDYDr Reddys Laboratories LtdADR14,584$20.2 萬<0.1%歷史
OZKBank OZKCOM4,360$20.0 萬<0.1%歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW19,580$11.8 萬<0.1%歷史
CVRXCVRx, Inc.COM10,726$10.1 萬<0.1%歷史
SVVSavers Value Village, Inc.COM13,433$9.99 萬<0.1%歷史
GDYNGrid Dynamics Holdings, Inc.CL A17,169$9.79 萬<0.1%歷史
MAXMediaAlpha, Inc.CL A10,242$9.53 萬<0.1%歷史
RMAXRE/MAX Holdings, Inc.CL A14,622$8.42 萬<0.1%歷史
IBRXImmunityBio, Inc.COM10,184$7.81 萬<0.1%歷史
OPRXOptimizeRx CorpCOM NEW10,588$6.65 萬<0.1%歷史
PRTHPriority Technology Holdings, Inc.COM10,534$4.97 萬<0.1%歷史