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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 13
增持 45
减持 55
清仓 37
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$31.0M
406,783
+2434%
减持
DGRW
WISDOMTREE TR
-$22.3M
76,467
-83%
减持
IEFA
ISHARES TR
-$20.6M
1,471,222
-12%
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。
增持
STIP
ISHARES TR
+$18.7M
216,829
+914%
增持
VTEB
VANGUARD MUN BD FDS
+$18.0M
603,951
+172%
清仓
TFI
SPDR SER TR
-$18.0M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$16.1M
141,197
+1268%
增持
TBLL
INVESCO EXCH TRADED FD TR II
+$15.1M
322,295
+80%
减持
SCHO
SCHWAB STRATEGIC TR
-$13.6M
60,834
-82%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$10.3M
374,433
+120%
清仓
SHM
SPDR SER TR
-$9.3M
0
-100%
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$8.6M
339,513
+187%
增持
TH
TARGET HOSPITALITY CORP
+$8.5M
1,230,456
+1%
清仓
EWU
ISHARES TR
-$8.4M
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$8.3M
99,035
-54%
减持
SPY
SPDR S&P 500 ETF TR
-$7.8M
13,709
-59%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$7.7M
146,621
+1023%
增持
ITM
VANECK ETF TRUST
+$7.6M
431,937
+77%
减持
TIP
ISHARES TR
-$7.1M
8,245
-88%
清仓
MUNI
PIMCO ETF TR
-$6.1M
0
-100%
减持
XLRE
SELECT SECTOR SPDR TR
-$5.9M
62,515
-69%
增持
MLN
VANECK ETF TRUST
+$5.5M
684,927
+104%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$5.1M
100,782
-53%
增持
IVV
ISHARES TR
+$5.0M
518,630
+9%
减持
QUAL
ISHARES TR
-$5.0M
248,478
-10%
增持
IEF
ISHARES TR
+$4.8M
55,538
+975%
清仓
XLB
SELECT SECTOR SPDR TR
-$4.4M
0
-100%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$4.4M
235,911
+305%
减持
XLF
SELECT SECTOR SPDR TR
-$4.4M
16,608
-89%
清仓
HYD
VANECK ETF TRUST
-$4.1M
0
-100%
减持
IJR
ISHARES TR
-$4.0M
185,785
-15%
增持
IJH
ISHARES TR
+$3.8M
146,091
+17%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$3.8M
0
-100%
减持
MBB
ISHARES TR
-$3.8M
515,182
-1%
增持
XSOE
WISDOMTREE TR
+$3.4M
318,501
+106%
减持
MUB
ISHARES TR
-$3.3M
15,680
-66%
减持
IWF
ISHARES TR
-$3.2M
113,060
-8%
增持
HYMB
SPDR SER TR
+$3.0M
213,957
+52%
增持
IEMG
ISHARES INC
+$2.6M
1,061,749
+21%
清仓
SPEM
SPDR INDEX SHS FDS
-$2.6M
0
-100%
减持
USIG
ISHARES TR
-$2.5M
451,034
-5%
增持
IUSB
ISHARES TR
+$2.5M
407,085
+22%
清仓
CCJ
CAMECO CORP
-$2.4M
0
-100%
减持
—
VERITEX HLDGS INC
-$2.1M
526,291
-4%
建仓
—
PROSHARES TR
+$2.0M
114,200
建仓
—
PROSHARES TR
+$2.0M
32,000
建仓
JNK
SPDR SER TR
+$1.9M
21,741
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$1.9M
0
-100%
减持
VDE
VANGUARD WORLD FDS
-$1.8M
63,309
-23%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.6M
780,789
+17%
增持
ACCD
ACCOLADE INC
+$1.5M
298,115
+18%
增持
SPHD
INVESCO EXCH TRADED FD TR II
-$1.5M
568,229
+6%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.4M
27,052
增持
IWR
ISHARES TR
+$1.4M
127,161
+26%
增持
SPYM
SPDR SER TR
+$1.3M
139,158
+37%
清仓
OEF
ISHARES TR
-$1.3M
0
-100%
清仓
IVE
ISHARES TR
-$1.2M
0
-100%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.1M
37,357
-37%
增持
AAPL
APPLE INC
+$1.1M
288,288
+2%
清仓
IYR
ISHARES TR
-$1.1M
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$1.1M
0
-100%
减持
—
DRIL-QUIP INC
-$1.1M
92,580
-17%
增持
SPTL
SPDR SER TR
+$1.0M
205,888
+34%
增持
XLV
SELECT SECTOR SPDR TR
+$1.0M
129,891
+13%
清仓
CMDY
ISHARES U S ETF TR
-$951.0K
0
-100%
减持
EFV
ISHARES TR
-$942.0K
63,916
-19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$854.0K
16,913
+26%
减持
MGK
VANGUARD WORLD FD
-$836.0K
23,754
-13%
清仓
NOBL
PROSHARES TR
-$813.0K
0
-100%
增持
ICSH
ISHARES TR
+$756.0K
170,057
+10%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$723.0K
6,601
-57%
减持
VOO
VANGUARD INDEX FDS
-$715.0K
7,142
-19%
减持
IJS
ISHARES TR
-$715.0K
4,494
-63%
减持
INTC
INTEL CORP
-$709.0K
52,404
-5%
减持
ESGU
ISHARES TR
-$681.0K
97,239
-3%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$644.0K
293,544
+2%
减持
DIS
DISNEY WALT CO
-$643.0K
20,263
-25%
减持
SCHM
SCHWAB STRATEGIC TR
-$643.0K
5,882
-63%
减持
IVT
INVENTRUST PPTYS CORP
-$642.0K
25,467
-45%
清仓
DJP
BARCLAYS BANK PLC
-$636.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$626.0K
54,332
+5%
增持
URNM
SPROTT FDS TR
+$625.0K
60,301
+5%
减持
PG
PROCTER AND GAMBLE CO
-$623.0K
30,769
-2%
建仓
BIV
VANGUARD BD INDEX FDS
+$619.0K
8,428
减持
GSIE
GOLDMAN SACHS ETF TR
-$615.0K
140,010
-5%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$588.0K
0
-100%
减持
—
EXXON MOBIL CORP
-$582.0K
197,330
-5%
增持
AMZN
AMAZON COM INC
+$563.0K
70,148
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$551.0K
12,412
-53%
清仓
SCHX
SCHWAB STRATEGIC TR
-$546.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$538.0K
0
-100%
减持
PFE
PFIZER INC
-$532.0K
51,621
-3%
增持
TSLA
TESLA INC
+$520.0K
8,855
+226%
清仓
KRBN
KRANESHARES TR
-$509.0K
0
-100%
增持
SCHR
SCHWAB STRATEGIC TR
-$509.0K
482,022
+3%
增持
BSV
VANGUARD BD INDEX FDS
+$507.0K
146,955
+8%
增持
DGRO
ISHARES TR
-$501.0K
266,254
+3%
减持
GSLC
GOLDMAN SACHS ETF TR
-$496.0K
46,026
-8%
清仓
ACNT
SYNALLOY CORP
-$491.0K
0
-100%
减持
VWOB
VANGUARD WHITEHALL FDS
-$490.0K
78,230
-4%
减持
IWB
ISHARES TR
-$476.0K
17,384
-8%
减持
LQD
ISHARES TR
-$474.0K
2,772
-60%
减持
SCHF
SCHWAB STRATEGIC TR
-$464.0K
7,641
-65%
减持
VZ
VERIZON COMMUNICATIONS INC
-$439.0K
23,528
-10%
增持
BIIB
BIOGEN INC
+$439.0K
3,920
+31%
建仓
SGOV
ISHARES TR
+$435.0K
4,342
减持
—
ALLEGIANCE BANCSHARES INC
-$424.0K
13,522
-48%
增持
ABT
ABBOTT LABS
-$414.0K
35,136
+0%
增持
IWM
ISHARES TR
+$396.0K
25,578
+13%
建仓
OBDC
OWL ROCK CAPITAL CORPORATION
+$389.0K
37,500
清仓
—
GOLDEN OCEAN GROUP LTD
-$387.0K
0
-100%
清仓
VPU
VANGUARD WORLD FDS
-$385.0K
0
-100%
清仓
TLT
ISHARES TR
-$382.0K
0
-100%
减持
SLB
SCHLUMBERGER LTD
-$379.0K
13,724
-44%
建仓
NTLA
INTELLIA THERAPEUTICS INC
+$369.0K
6,600
清仓
SOFI
SOFI TECHNOLOGIES INC
-$368.0K
0
-100%
建仓
—
PIEDMONT LITHIUM INC
+$358.0K
6,700
减持
FNDX
SCHWAB STRATEGIC TR
-$358.0K
47,852
-8%
清仓
IYE
ISHARES TR
-$351.0K
0
-100%
减持
DXJ
WISDOMTREE TR
-$351.0K
82,118
-5%
增持
GOOG
ALPHABET INC
-$335.0K
28,274
+1925%
建仓
U
UNITY SOFTWARE INC
+$335.0K
10,500
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$334.0K
14,285
-1%
减持
JPM
JPMORGAN CHASE & CO
-$329.0K
20,818
-6%
清仓
HEZU
ISHARES TR
-$324.0K
0
-100%
减持
GOVT
ISHARES TR
-$318.0K
180,029
-3%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$308.0K
0
-100%
减持
META
META PLATFORMS INC
-$307.0K
11,267
-1%
清仓
—
GSK PLC
-$303.0K
0
-100%
增持
DOW
DOW INC
+$302.0K
18,802
+85%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$297.0K
0
-100%
建仓
IEV
ISHARES TR
+$297.0K
7,876
减持
PEP
PEPSICO INC
-$296.0K
24,638
-5%
减持
GLD
SPDR GOLD TR
-$295.0K
7,199
-14%
增持
OXY
OCCIDENTAL PETE CORP
+$293.0K
15,314
+39%
清仓
DUK
DUKE ENERGY CORP NEW
-$288.0K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$288.0K
12,846
-1%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$287.0K
1,740
清仓
SHV
ISHARES TR
-$278.0K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$277.0K
17,690
-43%
减持
FLOT
ISHARES TR
-$273.0K
13,953
-28%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$273.0K
33,991
-6%
清仓
SCHE
SCHWAB STRATEGIC TR
-$269.0K
0
-100%
建仓
—
INVESTMENT MANAGERS SER TR I
+$269.0K
19,500
清仓
SCHD
SCHWAB STRATEGIC TR
-$267.0K
0
-100%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
-$266.0K
159,255
+7%
清仓
UCO
PROSHARES TR II
-$265.0K
0
-100%
清仓
FDX
FEDEX CORP
-$265.0K
0
-100%
减持
ORCL
ORACLE CORP
-$262.0K
18,433
-7%
增持
USMV
ISHARES TR
+$258.0K
14,991
+44%
