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Avidian Wealth Solutions, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Avidian Wealth Solutions, LLC
报告期 2026-03-31 · CIK 0001471474
持仓数
676
前50大市值合计
$2.21B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 24
增持 62
减持 29
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
QUAL
ISHARES TR
+$28.5M
311,541
+231%
减持
SPY
SPDR S&P 500 ETF TR
-$14.4M
17,600
-66%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$11.6M
133,612
-55%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
HEZU
ISHARES TR
+$8.6M
239,109
增持
IVV
ISHARES TR
+$7.6M
411,255
+4%
减持
KOMP
SPDR SER TR
-$7.5M
82,222
-56%
减持
XSOE
WISDOMTREE TR
-$6.0M
109,965
-54%
增持
VDE
VANGUARD WORLD FDS
+$4.9M
72,560
+1102%
减持
XLI
SELECT SECTOR SPDR TR
-$4.8M
58,536
-43%
减持
XLE
SELECT SECTOR SPDR TR
-$4.7M
31,652
-73%
增持
XLV
SELECT SECTOR SPDR TR
+$4.7M
73,940
+97%
减持
XLB
SELECT SECTOR SPDR TR
-$4.6M
61,905
-46%
建仓
DXJ
WISDOMTREE TR
+$4.0M
63,185
减持
HYMB
SPDR SER TR
-$3.9M
237,374
-20%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$3.8M
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$3.8M
9,889
-84%
清仓
EWU
ISHARES TR
-$3.7M
0
-100%
增持
IUSB
ISHARES TR
+$3.6M
186,891
+57%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$3.4M
429,199
+28%
减持
AMZN
AMAZON COM INC
-$3.4M
2,615
-25%
增持
AAPL
APPLE INC
+$3.1M
352,950
+3%
增持
—
VERITEX HLDGS INC
+$2.6M
488,436
+4%
增持
FPE
FIRST TR EXCH TRADED FD III
+$2.6M
559,353
+30%
清仓
PULS
PGIM ETF TR
-$2.5M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$2.4M
406,554
+16%
增持
IEFA
ISHARES TR
+$2.0M
951,074
+4%
清仓
JNK
SPDR SER TR
-$1.7M
0
-100%
增持
MUB
ISHARES TR
+$1.6M
31,261
+82%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.6M
11,705
+338%
增持
IEMG
ISHARES INC
-$1.5M
988,451
+6%
减持
—
EXXON MOBIL CORP
-$1.5M
222,142
-4%
增持
QQQ
INVESCO QQQ TR
+$1.5M
111,481
+7367%
增持
DGRO
ISHARES TR
+$1.4M
126,180
+30%
减持
GOVT
ISHARES TR
-$1.3M
116,670
-29%
清仓
NUE
NUCOR CORP
-$1.2M
0
-100%
减持
SUB
ISHARES TR
-$1.1M
249,738
-4%
增持
DOL
WISDOMTREE TR
+$1.1M
116,807
+30%
增持
USIG
ISHARES TR
+$1.1M
503,871
+4%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$1.0M
87,211
+59%
减持
IGSB
ISHARES TR
-$1.0M
22,074
-46%
增持
ACCD
ACCOLADE INC
+$992.0K
82,888
+80%
增持
TIP
ISHARES TR
+$939.0K
58,969
+15%
减持
VTEB
VANGUARD MUN BD FDS
-$925.0K
575,870
-2%
减持
DDD
3-D SYS CORP DEL
-$919.0K
46,050
-16%
增持
ITM
VANECK ETF TRUST
+$840.0K
451,190
+5%
增持
IJH
ISHARES TR
+$826.0K
111,757
+5%
增持
—
STEM INC
-$822.0K
99,844
+12%
增持
MLN
VANECK ETF TRUST
+$804.0K
321,476
+15%
增持
GOOGL
ALPHABET INC
+$761.0K
1,777
+9%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$750.0K
8,432
-77%
增持
ICSH
ISHARES TR
+$735.0K
312,970
+5%
增持
MSFT
MICROSOFT CORP
+$730.0K
37,767
+3%
减持
TSLA
TESLA INC
-$641.0K
3,052
-31%
建仓
BSV
VANGUARD BD INDEX FDS
+$638.0K
7,792
增持
BBJP
J P MORGAN EXCHANGE-TRADED F
+$627.0K
108,958
+7%
减持
ESGE
ISHARES INC
-$613.0K
16,045
-43%
增持
MRNA
MODERNA INC
+$580.0K
2,850
+30%
增持
GLD
SPDR GOLD TR
+$579.0K
33,708
+13%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$573.0K
242,873
+8%
清仓
AFRM
AFFIRM HLDGS INC
-$572.0K
0
-100%
清仓
—
BRIGHTCOVE INC
-$560.0K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$553.0K
0
-100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$548.0K
0
-100%
减持
MTUM
ISHARES TR
-$546.0K
2,917
-52%
增持
DIS
DISNEY WALT CO
+$542.0K
13,651
+36%
增持
IEUR
ISHARES TR
+$537.0K
279,154
+6%
清仓
—
DRAFTKINGS INC
-$529.0K
0
-100%
清仓
—
WEINGARTEN RLTY INVS
-$518.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$517.0K
0
-100%
清仓
—
CHURCHILL CAPITAL CORP IV
-$515.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$502.0K
28,323
+11%
清仓
LQD
ISHARES TR
-$497.0K
0
-100%
清仓
WYNN
WYNN RESORTS LTD
-$493.0K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$490.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$485.0K
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$476.0K
456,596
-2%
增持
JPM
JPMORGAN CHASE & CO
+$476.0K
23,089
+9%
增持
BOND
PIMCO ETF TR
+$475.0K
10,985
+65%
建仓
KIM
KIMCO RLTY CORP
+$473.0K
22,777
增持
TH
TARGET HOSPITALITY CORP
+$473.0K
1,187,779
+11%
清仓
TDOC
TELADOC HEALTH INC
-$456.0K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$435.0K
21,213
减持
TBLL
INVESCO EXCH TRADED FD TR II
-$431.0K
37,972
-10%
建仓
GE
GENERAL ELECTRIC CO
+$400.0K
3,887
增持
LUV
SOUTHWEST AIRLS CO
+$394.0K
16,896
+89%
建仓
DNA
GINKGO BIOWORKS HOLDINGS INC
+$393.0K
33,948
建仓
—
LUCID GROUP INC
+$391.0K
15,395
清仓
VNDA
VANDA PHARMACEUTICALS INC
-$387.0K
0
-100%
减持
EFV
ISHARES TR
-$378.0K
25,902
-21%
清仓
—
GENERAL ELECTRIC CO
-$372.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$369.0K
46,466
+12%
增持
HD
HOME DEPOT INC
+$360.0K
12,873
+6%
减持
BA
BOEING CO
-$360.0K
11,463
-5%
清仓
—
SOARING EAGLE ACQUISITION CO
-$360.0K
0
-100%
增持
SCHP
SCHWAB STRATEGIC TR
+$359.0K
159,628
+4%
建仓
RUN
SUNRUN INC
+$339.0K
7,700
增持
V
VISA INC
+$335.0K
6,534
+36%
增持
PFE
PFIZER INC
+$332.0K
39,122
+13%
清仓
—
MEDALLIA INC
-$331.0K
0
-100%
清仓
—
POSHMARK INC
-$325.0K
0
-100%
增持
PFXF
VANECK ETF TRUST
+$319.0K
42,671
+55%
增持
USHY
ISHARES TR
+$318.0K
143,843
+6%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$317.0K
10,800
+100%
增持
CAT
CATERPILLAR INC
-$314.0K
14,843
+2%
建仓
XOP
SPDR SER TR
+$313.0K
3,233
增持
ORCL
ORACLE CORP
+$310.0K
12,295
+26%
减持
BLNK
BLINK CHARGING CO
-$308.0K
7,500
-87%
清仓
HYG
ISHARES TR
-$303.0K
0
-100%
增持
IXN
ISHARES TR
+$299.0K
14,563
+835%
增持
SCHR
SCHWAB STRATEGIC TR
+$293.0K
425,042
+2%
清仓
BETZ
LISTED FD TR
-$293.0K
0
-100%
建仓
ABCL
ABCELLERA BIOLOGICS INC
+$289.0K
14,400
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$288.0K
3,498
清仓
—
IROBOT CORP
-$280.0K
0
-100%
清仓
—
VROOM INC
-$276.0K
0
-100%
减持
JMST
J P MORGAN EXCHANGE-TRADED F
-$275.0K
60,336
-8%
增持
SRNE
SORRENTO THERAPEUTICS INC
-$272.0K
201,000
+29%
建仓
PSN
PARSONS CORP DEL
+$270.0K
8,006
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$265.0K
5,820
建仓
PUBM
PUBMATIC INC
+$264.0K
10,000
建仓
ABNB
AIRBNB INC
+$264.0K
1,575
建仓
DVN
DEVON ENERGY CORP NEW
+$264.0K
7,444
增持
VOO
VANGUARD INDEX FDS
+$261.0K
31,225
+2%
增持
NIO
NIO INC
+$255.0K
12,915
+235%
建仓
SO
SOUTHERN CO
+$253.0K
4,080
增持
CSCO
CISCO SYS INC
+$250.0K
49,687
+7%
建仓
SPYD
SPDR SER TR
+$250.0K
6,389
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$245.0K
15,537
+54%
增持
NTRA
NATERA INC
+$244.0K
4,431
+101%
清仓
AEYE
AUDIOEYE INC
-$243.0K
0
-100%
建仓
—
LUMINAR TECHNOLOGIES INC
+$242.0K
15,500
建仓
VHT
VANGUARD WORLD FDS
+$240.0K
972
增持
BX
BLACKSTONE INC
+$234.0K
11,199
+2%
增持
WM
WASTE MGMT INC DEL
+$233.0K
5,060
+36%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$233.0K
9,624
+49%
减持
IGIB
ISHARES TR
-$232.0K
10,897
-26%
建仓
VCYT
VERACYTE INC
+$232.0K
5,000
建仓
UBER
UBER TECHNOLOGIES INC
+$230.0K
5,128
增持
—
MEDTRONIC PLC
+$226.0K
21,684
+8%
清仓
TER
TERADYNE INC
-$223.0K
0
-100%
清仓
IVW
ISHARES TR
-$222.0K
0
-100%
清仓
IVE
ISHARES TR
-$221.0K
0
-100%
清仓
LDI
LOANDEPOT INC
-$220.0K
0
-100%
增持
GOOG
ALPHABET INC
+$219.0K
1,121
+1%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$218.0K
0
-100%
减持
—
LITHIUM AMERS CORP NEW
-$218.0K
15,600
-65%
清仓
OXY
OCCIDENTAL PETE CORP
-$210.0K
0
-100%
清仓
IVOO
VANGUARD ADMIRAL FDS INC
-$210.0K
0
-100%
减持
VLUE
ISHARES TR
-$210.0K
7,841
-18%
建仓
CFR
CULLEN FROST BANKERS INC
+$210.0K
1,770
