Aviso Wealth Management
- SEC CIK
- 0002011802
- 最新申報
- 2026/8/4
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/13 申報。只含多頭部位。
- 持股檔數
- 147
- 2023 年第 3 季沒有申報
- 總值
- $1.38 億
- 2023 年第 3 季沒有申報
Aviso Wealth Management 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 75,624 | $1,456 萬 | 10.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,647 | $588.4 萬 | 4.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 40,787 | $569.8 萬 | 4.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 10,964 | $533.8 萬 | 3.9% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 13,779 | $487.7 萬 | 3.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 28,773 | $437.2 萬 | 3.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 8,546 | $423.2 萬 | 3.1% | – | – | 歷史 |
| FSKFS KKR Capital Corp | COM | 150,510 | $300.6 萬 | 2.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 11,094 | $275.7 萬 | 2.0% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,579 | $270.3 萬 | 2.0% | – | – | 歷史 |
| BABoeing Co | Stock | 9,589 | $249.9 萬 | 1.8% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,162 | $208.7 萬 | 1.5% | – | – | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 17,072 | $191.9 萬 | 1.4% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 50,879 | $188.2 萬 | 1.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 11,831 | $185.4 萬 | 1.3% | – | – | 歷史 |
| MSTRStrategy Inc | Stock | 2,890 | $182.5 萬 | 1.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,762 | $182.3 萬 | 1.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 17,713 | $170.1 萬 | 1.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 38,682 | $167.4 萬 | 1.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,457 | $156.7 萬 | 1.1% | – | – | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 107,973 | $154.6 萬 | 1.1% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,688 | $150.2 萬 | 1.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,280 | $142.9 萬 | 1.0% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 46,160 | $132.9 萬 | 1.0% | – | – | 歷史 |
| LADRLadder Capital Corp | CL A | 111,032 | $127.8 萬 | 0.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 4,786 | $124.6 萬 | 0.9% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 16,949 | $116.6 萬 | 0.8% | – | – | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 12,314 | $115.3 萬 | 0.8% | – | – | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 14,855 | $114.9 萬 | 0.8% | – | – | 歷史 |
| PCGPG&E Corp | Stock | 63,391 | $114.3 萬 | 0.8% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,357 | $114.1 萬 | 0.8% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,921 | $112.0 萬 | 0.8% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 16,947 | $110.4 萬 | 0.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,110 | $107.8 萬 | 0.8% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,702 | $104.2 萬 | 0.8% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,151 | $91.8 萬 | 0.7% | – | – | 歷史 |
| BACBank of America Corp | Stock | 27,157 | $91.4 萬 | 0.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,344 | $90.9 萬 | 0.7% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,537 | $90.3 萬 | 0.7% | – | – | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 6,477 | $85.6 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,702 | $84.0 萬 | 0.6% | – | – | – |
| BXBlackstone Inc. | COM | 6,398 | $83.8 萬 | 0.6% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,041 | $80.0 萬 | 0.6% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 9,205 | $78.6 萬 | 0.6% | – | – | 歷史 |
| HUBSHubSpot Inc | COM | 1,334 | $77.4 萬 | 0.6% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 10,009 | $77.0 萬 | 0.6% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 866 | $76.1 萬 | 0.6% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 3,511 | $75.8 萬 | 0.5% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 1,311 | $75.2 萬 | 0.5% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,390 | $73.8 萬 | 0.5% | – | – | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,395 | $72.9 萬 | 0.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 7,267 | $72.7 萬 | 0.5% | – | – | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 7,750 | $66.2 萬 | 0.5% | – | – | 歷史 |
| HBANHuntington Bancshares Inc | COM | 51,348 | $65.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,958 | $64.9 萬 | 0.5% | – | – | – |
| MTBM&T Bank Corp | COM | 4,680 | $64.2 萬 | 0.5% | – | – | 歷史 |
| CCitigroup Inc | Stock | 12,302 | $63.3 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 6,758 | $61.0 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,480 | $59.9 萬 | 0.4% | – | – | – |
| HRBH&R Block Inc | COM | 11,900 | $57.6 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 3,720 | $54.5 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,644 | $54.3 萬 | 0.4% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 10,949 | $53.9 萬 | 0.4% | – | – | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 3,122 | $53.8 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 8,227 | $53.5 萬 | 0.4% | – | – | – |
| ECLEcolab Inc. | Stock | 2,668 | $52.9 萬 | 0.4% | – | – | 歷史 |
| OKEONEOK Inc | COM | 7,529 | $52.9 萬 | 0.4% | – | – | 歷史 |
| CLXClorox Co | Stock | 3,658 | $52.2 萬 | 0.4% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,363 | $50.5 萬 | 0.4% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,399 | $50.1 萬 | 0.4% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 11,324 | $49.7 萬 | 0.4% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 5,437 | $49.5 萬 | 0.4% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 138 | $49.0 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,682 | $48.3 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 3,274 | $47.5 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 9,924 | $46.3 萬 | 0.3% | – | – | – |
| AMGNAmgen Inc | Stock | 1,569 | $45.2 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,605 | $44.2 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 11,476 | $43.3 萬 | 0.3% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,891 | $42.9 萬 | 0.3% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 900 | $42.1 萬 | 0.3% | – | – | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 2,434 | $41.6 萬 | 0.3% | – | – | 歷史 |
| CMECME Group Inc. | COM | 1,891 | $39.8 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,575 | $39.0 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 6,404 | $38.9 萬 | 0.3% | – | – | 歷史 |
| CIONCION Investment Corp | COM | 34,284 | $38.8 萬 | 0.3% | – | – | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 951 | $38.5 萬 | 0.3% | – | – | 歷史 |
| TXTTextron Inc | COM | 4,771 | $38.4 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,177 | $37.9 萬 | 0.3% | – | – | – |
| ORealty Income Corp | REIT | 6,591 | $37.8 萬 | 0.3% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 1,425 | $36.9 萬 | 0.3% | – | – | 歷史 |
| NDAQNasdaq, Inc. | COM | 6,340 | $36.9 萬 | 0.3% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,723 | $36.1 萬 | 0.3% | – | – | 歷史 |
| SAICScience Applications International Corp | COM | 2,850 | $35.4 萬 | 0.3% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,161 | $34.2 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,398 | $33.8 萬 | 0.2% | – | – | 歷史 |
| TRMBTrimble Inc. | COM | 6,344 | $33.8 萬 | 0.2% | – | – | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 5,439 | $33.3 萬 | 0.2% | – | – | 歷史 |
| ALBAlbemarle Corp | Stock | 2,275 | $32.9 萬 | 0.2% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 660 | $32.3 萬 | 0.2% | – | – | 歷史 |