小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 47
增持 81
减持 19
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$25.6M
53,961
+207%
增持
IVV
ISHARES TR
+$24.4M
422,592
+3%
增持
QUAL
ISHARES TR
+$16.8M
397,369
+28%
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。
减持
AAPL
APPLE INC
-$15.5M
193,786
-45%
增持
XLE
SELECT SECTOR SPDR TR
+$12.4M
215,483
+581%
建仓
SPEM
SPDR INDEX SHS FDS
+$10.0M
239,899
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$9.2M
0
-100%
增持
MSFT
MICROSOFT CORP
+$9.0M
58,307
+54%
减持
IEMG
ISHARES INC
-$8.8M
872,641
-12%
增持
XLRE
SELECT SECTOR SPDR TR
+$8.4M
218,871
+226%
增持
XLV
SELECT SECTOR SPDR TR
+$6.8M
115,444
+56%
增持
DXJ
WISDOMTREE TR
+$5.7M
155,117
+145%
减持
XLI
SELECT SECTOR SPDR TR
-$5.4M
3,464
-94%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$5.0M
142,351
清仓
KOMP
SPDR SER TR
-$5.0M
0
-100%
增持
IJH
ISHARES TR
+$5.0M
121,348
+9%
建仓
IWB
ISHARES TR
+$4.9M
18,534
建仓
TFI
SPDR SER TR
+$4.9M
93,983
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$4.9M
101,055
+1578%
建仓
IJK
ISHARES TR
+$4.7M
55,676
建仓
GSLC
GOLDMAN SACHS ETF TR
+$4.7M
49,499
减持
—
DRIL-QUIP INC
-$4.6M
150,970
-50%
增持
ESGU
ISHARES TR
+$4.5M
70,505
+127%
建仓
IJJ
ISHARES TR
+$4.2M
38,048
减持
VTEB
VANGUARD MUN BD FDS
-$4.2M
497,813
-14%
减持
IWF
ISHARES TR
+$3.9M
127,375
-0%
增持
IWR
ISHARES TR
+$3.6M
93,413
+75%
增持
MUB
ISHARES TR
+$3.5M
61,005
+95%
建仓
SRLN
SSGA ACTIVE ETF TR
+$3.4M
75,206
减持
IWM
ISHARES TR
+$3.4M
30,713
-82%
减持
ITM
VANECK ETF TRUST
-$3.3M
387,200
-14%
建仓
FNDX
SCHWAB STRATEGIC TR
+$3.2M
55,125
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$3.1M
469,055
+9%
增持
GOVT
ISHARES TR
+$2.9M
226,323
+94%
清仓
BAB
INVESCO EXCH TRADED FD TR II
-$2.9M
0
-100%
减持
SUB
ISHARES TR
-$2.8M
224,217
-10%
增持
IEFA
ISHARES TR
+$2.8M
983,431
+3%
增持
—
VERITEX HLDGS INC
+$2.8M
552,524
+13%
增持
IJR
ISHARES TR
+$2.7M
200,625
+8%
增持
GOOG
ALPHABET INC
+$2.7M
1,964
+75%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$2.6M
134,601
+64%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.5M
23,753
+158%
增持
EFV
ISHARES TR
+$2.4M
74,731
+189%
建仓
SPYM
SPDR SER TR
+$2.3M
41,947
增持
EFG
ISHARES TR
+$2.3M
32,901
+157%
建仓
SHM
SPDR SER TR
+$2.3M
45,744
增持
IUSB
ISHARES TR
+$2.0M
226,065
+21%
建仓
SCHA
SCHWAB STRATEGIC TR
+$2.0M
19,246
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.9M
265,767
+9%
增持
AMZN
AMAZON COM INC
+$1.9M
3,151
+20%
建仓
VGT
VANGUARD WORLD FDS
+$1.9M
4,122
建仓
LQD
ISHARES TR
+$1.9M
14,180
建仓
IVW
ISHARES TR
+$1.8M
21,726
增持
—
CBTX INC
+$1.8M
151,917
+55%
增持
DDD
3-D SYS CORP DEL
+$1.8M
142,050
+208%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$1.7M
33,008
增持
AVGO
BROADCOM INC
+$1.7M
4,418
+74%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
8,701
+112%
增持
—
LUMINAR TECHNOLOGIES INC
+$1.7M
114,000
+635%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.7M
31,905
+73%
增持
META
META PLATFORMS INC
+$1.7M
12,446
+67%
建仓
IVE
ISHARES TR
+$1.6M
10,272
减持
SCHR
SCHWAB STRATEGIC TR
-$1.6M
400,743
-6%
增持
IJT
ISHARES TR
+$1.6M
12,775
+729%
建仓
USMV
ISHARES TR
+$1.5M
18,947
增持
HD
HOME DEPOT INC
+$1.5M
13,867
+8%
建仓
IEF
ISHARES TR
+$1.5M
13,088
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
35,834
+524%
增持
IJS
ISHARES TR
+$1.4M
17,580
+329%
增持
CVX
CHEVRON CORP NEW
+$1.4M
51,789
+11%
增持
IEUR
ISHARES TR
+$1.4M
292,486
+5%
增持
FLOT
ISHARES TR
+$1.4M
31,106
+611%
建仓
SCHM
SCHWAB STRATEGIC TR
+$1.3M
16,106
减持
SCHO
SCHWAB STRATEGIC TR
-$1.3M
434,462
-5%
增持
PG
PROCTER AND GAMBLE CO
+$1.3M
31,991
+13%
增持
DGRO
ISHARES TR
+$1.3M
136,749
+8%
增持
ABBV
ABBVIE INC
+$1.2M
35,642
+6%
减持
VOO
VANGUARD INDEX FDS
+$1.2M
30,942
-1%
增持
XLB
SELECT SECTOR SPDR TR
+$1.2M
66,992
+8%
减持
GLD
SPDR GOLD TR
-$1.2M
25,542
-24%
建仓
IVT
INVENTRUST PPTYS CORP
+$1.2M
42,645
增持
VLUE
ISHARES TR
+$1.1M
17,553
+124%
减持
QQQ
INVESCO QQQ TR
-$1.1M
2,242
-98%
增持
XLY
SELECT SECTOR SPDR TR
+$1.1M
7,083
+248%
建仓
EFA
ISHARES TR
+$1.1M
13,634
增持
HEZU
ISHARES TR
+$1.1M
257,420
+8%
增持
CSCO
CISCO SYS INC
+$1.1M
59,526
+20%
减持
MBB
ISHARES TR
-$1.1M
550,874
-1%
增持
IXN
ISHARES TR
+$1.0M
29,092
+100%
增持
AMGN
AMGEN INC
+$1.0M
6,702
+209%
建仓
IYR
ISHARES TR
+$1.0M
8,931
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$1.0M
48,293
增持
V
VISA INC
+$979.0K
11,231
+72%
增持
SMH
VANECK ETF TRUST
+$976.0K
18,280
+0%
增持
PEP
PEPSICO INC
+$973.0K
24,674
+12%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$951.0K
44,475
建仓
SCHF
SCHWAB STRATEGIC TR
+$940.0K
24,181
建仓
SCHZ
SCHWAB STRATEGIC TR
+$939.0K
17,421
增持
GOOGL
ALPHABET INC
+$924.0K
1,959
+10%
增持
CSX
CSX CORP
+$890.0K
29,599
+296%
增持
XLF
SELECT SECTOR SPDR TR
+$890.0K
413,106
+2%
增持
MTUM
ISHARES TR
+$877.0K
7,641
+162%
增持
ITOT
ISHARES TR
+$875.0K
18,871
+62%
增持
XSOE
WISDOMTREE TR
+$871.0K
134,995
+23%
增持
JNJ
JOHNSON & JOHNSON
+$858.0K
18,702
+29%
增持
DOL
WISDOMTREE TR
+$857.0K
129,718
+11%
建仓
IEI
ISHARES TR
+$845.0K
6,567
减持
TSLA
TESLA INC
+$845.0K
3,039
-0%
建仓
PANW
PALO ALTO NETWORKS INC
+$842.0K
1,512
增持
LLY
LILLY ELI & CO
+$841.0K
6,344
+61%
增持
SCHP
SCHWAB STRATEGIC TR
+$834.0K
172,087
+8%
减持
IGSB
ISHARES TR
-$832.0K
6,950
-69%
增持
FALN
ISHARES TR
+$827.0K
120,548
+30%
增持
ABT
ABBOTT LABS
+$819.0K
33,522
+2%
建仓
IQLT
ISHARES TR
+$818.0K
20,774
增持
TIP
ISHARES TR
+$811.0K
64,558
+9%
建仓
HYD
VANECK ETF TRUST
+$783.0K
12,549
建仓
SPSB
SPDR SER TR
+$777.0K
25,104
建仓
—
DRAFTKINGS INC
+$776.0K
28,417
减持
MLN
VANECK ETF TRUST
-$775.0K
283,915
-12%
增持
—
ACCENTURE PLC IRELAND
+$762.0K
3,355
+71%
建仓
SCHJ
SCHWAB STRATEGIC TR
+$758.0K
14,986
增持
UPS
UNITED PARCEL SERVICE INC
+$755.0K
13,471
+15%
建仓
SCZ
ISHARES TR
+$745.0K
10,192
增持
AGG
ISHARES TR
+$735.0K
25,280
+35%
增持
CVS
CVS HEALTH CORP
+$725.0K
10,067
+173%
建仓
SHY
ISHARES TR
+$722.0K
8,440
建仓
MINT
PIMCO ETF TR
+$721.0K
7,096
增持
DIS
DISNEY WALT CO
+$716.0K
19,530
+43%
建仓
IXJ
ISHARES TR
+$713.0K
7,892
建仓
DGRW
WISDOMTREE TR
+$703.0K
10,677
增持
UNH
UNITEDHEALTH GROUP INC
+$696.0K
2,818
+53%
增持
BX
BLACKSTONE INC
+$696.0K
15,447
+38%
建仓
PFF
ISHARES TR
+$686.0K
17,410
增持
IXG
ISHARES TR
+$684.0K
13,488
+167%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$661.0K
11,683
+234%
增持
PFE
PFIZER INC
+$654.0K
39,568
+1%
减持
MRNA
MODERNA INC
-$652.0K
1,751
-39%
建仓
BKNG
BOOKING HOLDINGS INC
+$650.0K
271
增持
JPM
JPMORGAN CHASE & CO
+$643.0K
27,926
+21%
建仓
IMKTA
INGLES MKTS INC
+$639.0K
7,406
建仓
EL
LAUDER ESTEE COS INC
+$637.0K
1,721
增持
CRM
SALESFORCE COM INC
+$631.0K
4,242
+157%
增持
IYW
ISHARES TR
+$622.0K
10,078
+91%
建仓
—
ARISTA NETWORKS INC
+$597.0K
4,156
建仓
FIS
FIDELITY NATL INFORMATION SV
+$575.0K
5,268
建仓
IRT
INDEPENDENCE RLTY TR INC
+$569.0K
22,046
增持
ACCD
ACCOLADE INC
-$569.0K
110,991
+34%
建仓
VMI
VALMONT INDS INC
+$568.0K
2,267
增持
PUBM
PUBMATIC INC
+$554.0K
24,000
+140%
