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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 21
增持 47
减持 53
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$34.0M
1,545,732
+57%
增持
DGRW
WISDOMTREE TR
+$27.0M
435,085
+3975%
减持
QUAL
ISHARES TR
-$12.1M
339,566
-15%
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
ICSH
ISHARES TR
-$9.9M
116,576
-63%
减持
IEMG
ISHARES INC
-$9.8M
763,455
-13%
减持
HEFA
ISHARES TR
-$9.3M
8,826
-97%
建仓
EWU
ISHARES TR
+$9.2M
272,022
增持
IVV
ISHARES TR
+$8.7M
463,574
+10%
减持
HEZU
ISHARES TR
-$8.6M
30,924
-88%
增持
TBLL
INVESCO EXCH TRADED FD TR II
+$7.9M
112,109
+203%
增持
ARKK
ARK ETF TR
+$7.3M
118,672
+1857%
减持
SPEM
SPDR INDEX SHS FDS
-$7.2M
71,787
-70%
建仓
SPTL
SPDR SER TR
+$5.6M
149,294
清仓
SMH
VANECK ETF TRUST
-$5.6M
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$4.8M
348,610
-20%
清仓
IJK
ISHARES TR
-$4.7M
0
-100%
增持
MGK
VANGUARD WORLD FD
+$4.7M
24,750
+465%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$4.6M
63,040
+276%
增持
DGRO
ISHARES TR
+$4.3M
223,017
+63%
减持
MBB
ISHARES TR
-$4.3M
538,963
-2%
减持
—
EXXON MOBIL CORP
+$3.8M
209,531
-5%
减持
USIG
ISHARES TR
-$3.8M
483,053
-5%
减持
MSFT
MICROSOFT CORP
-$3.7M
51,503
-12%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$3.7M
61,800
减持
DXJ
WISDOMTREE TR
-$3.4M
98,482
-37%
增持
IWF
ISHARES TR
-$3.2M
128,796
+1%
增持
VLO
VALERO ENERGY CORP
+$3.1M
42,191
+178%
增持
TH
TARGET HOSPITALITY CORP
+$3.1M
1,223,455
+3%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$3.0M
512,818
+9%
减持
DDD
3-D SYS CORP DEL
-$2.9M
10,198
-93%
增持
IQLT
ISHARES TR
+$2.9M
99,545
+379%
减持
IUSB
ISHARES TR
-$2.8M
184,104
-19%
减持
SUB
ISHARES TR
-$2.7M
204,140
-9%
增持
SCHR
SCHWAB STRATEGIC TR
+$2.7M
473,036
+18%
增持
VDE
VANGUARD WORLD FDS
+$2.6M
78,419
+5%
增持
AAPL
APPLE INC
+$2.5M
211,591
+9%
增持
SLB
SCHLUMBERGER LTD
+$2.4M
83,039
+136%
减持
XLE
SELECT SECTOR SPDR TR
-$2.3M
153,128
-29%
建仓
MOS
MOSAIC CO NEW
+$2.3M
35,000
减持
FALN
ISHARES TR
-$2.3M
46,858
-61%
增持
MLN
VANECK ETF TRUST
+$2.3M
433,870
+53%
增持
PICK
ISHARES INC
+$2.2M
112,058
+36%
减持
IWM
ISHARES TR
-$2.2M
22,555
-27%
增持
DVN
DEVON ENERGY CORP NEW
+$2.1M
42,249
+403%
减持
IJJ
ISHARES TR
-$2.1M
19,219
-49%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$1.8M
19,678
增持
SPYM
SPDR SER TR
+$1.8M
78,197
+86%
清仓
EBND
SPDR SER TR
-$1.8M
0
-100%
减持
TFI
SPDR SER TR
-$1.8M
64,245
-32%
减持
ITM
VANECK ETF TRUST
-$1.8M
382,485
-1%
增持
TSLA
TESLA INC
+$1.8M
4,606
+52%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
15,778
+81%
减持
META
META PLATFORMS INC
-$1.6M
11,576
-7%
增持
ESGU
ISHARES TR
+$1.6M
90,950
+29%
减持
IEUR
ISHARES TR
-$1.6M
288,611
-1%
减持
IJT
ISHARES TR
-$1.6M
1,661
-87%
减持
—
LUMINAR TECHNOLOGIES INC
-$1.5M
27,000
-76%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
60,028
+11%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.4M
6,375
减持
VOO
VANGUARD INDEX FDS
-$1.4M
29,070
-6%
减持
HYMB
SPDR SER TR
-$1.4M
222,359
-2%
减持
IJS
ISHARES TR
-$1.4M
4,022
-77%
增持
—
LITHIUM AMERS CORP NEW
+$1.3M
47,500
+188%
减持
EFG
ISHARES TR
-$1.3M
24,124
-27%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.3M
4,642
+219%
增持
XLU
SELECT SECTOR SPDR TR
+$1.3M
19,632
+565%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
13,315
+15%
减持
VWOB
VANGUARD WHITEHALL FDS
-$1.2M
82,322
-8%
减持
CVX
CHEVRON CORP NEW
+$1.2M
44,784
-14%
减持
MUB
ISHARES TR
-$1.2M
53,832
-12%
减持
—
DRIL-QUIP INC
+$1.2M
110,970
-26%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.2M
41,537
+138%
建仓
SHEL
SHELL PLC
+$1.1M
20,913
减持
JMST
J P MORGAN EXCHANGE-TRADED F
-$1.1M
38,263
-37%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$1.1M
15,000
减持
GOVT
ISHARES TR
-$1.1M
197,436
-13%
增持
NOBL
PROSHARES TR
+$1.1M
21,839
+116%
清仓
IXG
ISHARES TR
-$1.1M
0
-100%
减持
TIP
ISHARES TR
-$1.0M
58,668
-9%
增持
ABBV
ABBVIE INC
+$1.0M
35,987
+1%
减持
JPM
JPMORGAN CHASE & CO
-$1.0M
25,081
-10%
建仓
CMDY
ISHARES U S ETF TR
+$991.0K
16,160
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$972.0K
13,362
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$967.0K
293,276
+10%
减持
CSCO
CISCO SYS INC
-$944.0K
50,725
-15%
减持
VLUE
ISHARES TR
-$902.0K
9,748
-44%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$902.0K
28,000
增持
—
STEM INC
-$847.0K
141,301
+12%
清仓
IEI
ISHARES TR
-$845.0K
0
-100%
减持
ABT
ABBOTT LABS
-$823.0K
32,906
-2%
建仓
VUSB
VANGUARD BD INDEX FDS
+$806.0K
16,311
减持
LQD
ISHARES TR
-$794.0K
8,972
-37%
增持
XLRE
SELECT SECTOR SPDR TR
+$787.0K
250,966
+15%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$786.0K
84,949
+33%
清仓
—
DRAFTKINGS INC
-$776.0K
0
-100%
清仓
FSLY
FASTLY INC
-$766.0K
0
-100%
建仓
OEF
ISHARES TR
+$762.0K
3,653
清仓
—
ROYAL DUTCH SHELL PLC
-$762.0K
0
-100%
清仓
SCHJ
SCHWAB STRATEGIC TR
-$758.0K
0
-100%
增持
FPE
FIRST TR EXCH TRADED FD III
+$755.0K
618,843
+14%
减持
SCHP
SCHWAB STRATEGIC TR
-$715.0K
166,501
-3%
建仓
—
VERTEX ENERGY INC
+$698.0K
70,260
减持
CRM
SALESFORCE COM INC
-$672.0K
1,911
-55%
增持
XSOE
WISDOMTREE TR
+$661.0K
172,580
+28%
清仓
NVTA
INVITAE CORP
-$657.0K
0
-100%
清仓
AI
C3 AI INC
-$656.0K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$650.0K
0
-100%
增持
NIO
NIO INC
+$642.0K
53,429
+251%
建仓
BIV
VANGUARD BD INDEX FDS
+$639.0K
7,799
清仓
EL
LAUDER ESTEE COS INC
-$637.0K
0
-100%
增持
IJR
ISHARES TR
+$628.0K
218,779
+9%
增持
DOL
WISDOMTREE TR
+$612.0K
144,434
+11%
建仓
OXY
OCCIDENTAL PETE CORP
+$598.0K
10,547
清仓
FIS
FIDELITY NATL INFORMATION SV
-$575.0K
0
-100%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$569.0K
0
-100%
建仓
ACNT
SYNALLOY CORP
+$560.0K
34,909
减持
HON
HONEYWELL INTL INC
-$559.0K
10,791
-15%
清仓
ARTNA
ARTESIAN RES CORP
-$544.0K
0
-100%
减持
SHM
SPDR SER TR
-$539.0K
36,143
-21%
增持
DE
DEERE & CO
+$517.0K
7,111
+0%
清仓
VO
VANGUARD INDEX FDS
-$509.0K
0
-100%
清仓
SRNE
SORRENTO THERAPEUTICS INC
-$493.0K
0
-100%
建仓
IVLU
ISHARES TR
+$492.0K
19,342
减持
PG
PROCTER AND GAMBLE CO
-$491.0K
31,033
-3%
减持
PUBM
PUBMATIC INC
-$478.0K
13,000
-46%
清仓
SHYG
ISHARES TR
-$476.0K
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$473.0K
0
-100%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$472.0K
0
-100%
减持
USHY
ISHARES TR
-$458.0K
143,058
-2%
减持
MMM
3M CO
-$452.0K
5,382
-24%
建仓
RIO
RIO TINTO PLC
+$451.0K
5,606
清仓
VHT
VANGUARD WORLD FDS
-$446.0K
0
-100%
清仓
MRNA
MODERNA INC
-$445.0K
0
-100%
建仓
CF
CF INDS HLDGS INC
+$445.0K
4,321
增持
COMT
ISHARES U S ETF TR
+$444.0K
33,529
+15%
清仓
ULTA
ULTA BEAUTY INC
-$441.0K
0
-100%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$439.0K
26,041
-21%
减持
FLOT
ISHARES TR
-$435.0K
22,624
-27%
增持
BBJP
J P MORGAN EXCHANGE-TRADED F
-$432.0K
114,562
+1%
清仓
RVLV
REVOLVE GROUP INC
-$420.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$412.0K
6,234
-23%
增持
TLH
ISHARES TR
+$412.0K
5,591
+143%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$403.0K
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$400.0K
8,429
-37%
增持
SRLN
SSGA ACTIVE ETF TR
+$399.0K
85,210
+13%
增持
—
MEDTRONIC PLC
+$398.0K
26,668
+8%
清仓
DBEF
DBX ETF TR
-$397.0K
0
-100%
清仓
ADX
ADAMS DIVERSIFIED EQUITY FD
-$396.0K
0
-100%
建仓
—
TELLURIAN INC NEW
+$396.0K
74,761
清仓
GPRO
GOPRO INC
-$392.0K
0
-100%
