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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 31
增持 74
减持 36
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$24.4M
473,205
+1649%
建仓
SCHX
SCHWAB STRATEGIC TR
+$19.3M
428,151
减持
ITOT
ISHARES TR
-$18.8M
159,975
-61%
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
IVV
ISHARES TR
-$16.5M
441,305
-15%
建仓
NOBL
PROSHARES TR
+$15.8M
175,080
增持
IWF
ISHARES TR
+$15.6M
183,782
+63%
减持
QUAL
ISHARES TR
-$12.5M
117,123
-53%
减持
IEFA
ISHARES TR
+$8.4M
1,392,909
-5%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$8.2M
261,123
+78%
减持
ICSH
ISHARES TR
-$8.0M
11,068
-93%
建仓
BIL
SPDR SER TR
+$7.3M
79,743
增持
DGRO
ISHARES TR
+$7.3M
381,981
+43%
建仓
RWO
SPDR INDEX SHS FDS
+$6.9M
167,738
减持
TBLL
INVESCO EXCH TRADED FD TR II
-$6.6M
260,042
-19%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$6.0M
334,753
建仓
HEFA
ISHARES TR
+$5.6M
208,679
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$5.0M
275,145
-27%
减持
HYMB
SPDR SER TR
-$4.9M
109,925
-49%
建仓
HYD
VANECK ETF TRUST
+$4.9M
96,083
减持
IEF
ISHARES TR
-$4.6M
7,392
-87%
减持
—
EXXON MOBIL CORP
+$4.4M
196,523
-0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$4.4M
512,663
-34%
建仓
—
STELLAR BANCORP INC
+$4.4M
149,229
清仓
—
CBTX INC
-$3.9M
0
-100%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$3.8M
167,022
增持
VTV
VANGUARD INDEX FDS
+$3.8M
151,343
+7%
增持
VTI
VANGUARD INDEX FDS
+$3.8M
24,884
+364%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.8M
129,114
+280%
增持
IUSB
ISHARES TR
+$3.6M
483,617
+19%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$3.6M
173,595
-41%
减持
MGK
VANGUARD WORLD FD
-$3.5M
3,883
-84%
减持
MLN
VANECK ETF TRUST
-$3.4M
460,181
-33%
建仓
TFI
SPDR SER TR
+$3.0M
66,123
减持
AMZN
AMAZON COM INC
-$2.8M
60,725
-13%
增持
PLD
PROLOGIS INC.
+$2.8M
31,408
+345%
增持
GOVT
ISHARES TR
+$2.8M
302,562
+68%
增持
HD
HOME DEPOT INC
+$2.7M
25,461
+32%
增持
CVX
CHEVRON CORP NEW
+$2.7M
51,751
+12%
增持
CAT
CATERPILLAR INC
+$2.6M
21,799
+39%
建仓
MOAT
VANECK ETF TRUST
+$2.3M
35,696
减持
VTEB
VANGUARD MUN BD FDS
-$2.3M
540,986
-10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.2M
140,733
+40%
减持
ACCD
ACCOLADE INC
-$2.2M
150,080
-50%
增持
AAPL
APPLE INC
+$2.0M
322,356
+12%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$2.0M
44,755
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$2.0M
55,141
增持
SPSB
SPDR SER TR
+$2.0M
77,926
+612%
清仓
—
PROSHARES TR
-$2.0M
0
-100%
清仓
JNK
SPDR SER TR
-$1.9M
0
-100%
增持
DE
DEERE & CO
+$1.9M
9,892
+40%
增持
TXN
TEXAS INSTRS INC
+$1.9M
24,584
+73%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.8M
118,129
-23%
增持
BA
BOEING CO
+$1.8M
18,294
+33%
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
31,931
+36%
清仓
—
DRIL-QUIP INC
-$1.8M
0
-100%
建仓
MUNI
PIMCO ETF TR
+$1.6M
31,859
增持
JPM
JPMORGAN CHASE & CO
+$1.6M
28,412
+36%
增持
MUB
ISHARES TR
+$1.6M
30,423
+94%
增持
TIP
ISHARES TR
+$1.6M
23,154
+181%
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
36,106
+17%
增持
ABT
ABBOTT LABS
+$1.5M
44,655
+27%
增持
VDE
VANGUARD WORLD FDS
+$1.5M
65,363
+3%
减持
SCHR
SCHWAB STRATEGIC TR
-$1.5M
451,093
-6%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
10,835
+52%
减持
IJH
ISHARES TR
+$1.4M
138,285
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
18,777
+11%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.3M
32,922
+31%
建仓
SHYG
ISHARES TR
+$1.2M
30,472
增持
WMT
WALMART INC
+$1.2M
21,710
+50%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.1M
19,212
增持
ABBV
ABBVIE INC
+$1.1M
37,293
+2%
增持
SPYM
SPDR SER TR
+$1.1M
154,328
+11%
减持
BSV
VANGUARD BD INDEX FDS
-$1.1M
131,780
-10%
清仓
XLU
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
减持
SPHD
INVESCO EXCH TRADED FD TR II
+$1.1M
531,141
-7%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.0M
29,625
+20%
增持
LQD
ISHARES TR
+$1.0M
12,516
+352%
增持
IYW
ISHARES TR
+$1.0M
17,900
+308%
增持
HON
HONEYWELL INTL INC
+$1.0M
13,840
+18%
减持
XLV
SELECT SECTOR SPDR TR
+$994.0K
123,114
-5%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$956.6K
16,545
减持
DOL
WISDOMTREE TR
+$946.5K
173,268
-3%
增持
WMB
WILLIAMS COS INC
+$914.8K
46,378
+117%
减持
USIG
ISHARES TR
-$907.7K
422,812
-6%
建仓
SPEM
SPDR INDEX SHS FDS
+$889.6K
26,990
建仓
SPYG
SPDR SER TR
+$887.8K
17,520
增持
EFV
ISHARES TR
+$884.5K
72,962
+14%
增持
—
VERITEX HLDGS INC
+$842.7K
528,372
+0%
减持
ITM
VANECK ETF TRUST
-$818.4K
394,334
-9%
增持
LMT
LOCKHEED MARTIN CORP
+$811.8K
6,156
+9%
增持
MTUM
ISHARES TR
+$803.3K
14,036
+48%
增持
URNM
SPROTT FDS TR
-$785.9K
98,742
+64%
减持
IEMG
ISHARES INC
+$779.7K
993,870
-6%
建仓
TLT
ISHARES TR
+$753.4K
7,567
清仓
TDTF
FLEXSHARES TR
-$743.0K
0
-100%
增持
MRK
MERCK & CO INC
+$731.3K
21,490
+12%
增持
SBUX
STARBUCKS CORP
+$722.4K
24,288
+21%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$684.7K
245,547
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$679.3K
6,679
+170%
减持
HDV
ISHARES TR
-$667.1K
2,042
-79%
建仓
DURA
VANECK ETF TRUST
+$639.2K
20,049
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$630.2K
3,525
+36%
增持
KO
COCA COLA CO
+$617.7K
41,278
+15%
增持
PFE
PFIZER INC
+$616.0K
56,108
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$603.0K
16,325
+14%
增持
IWM
ISHARES TR
+$601.6K
27,642
+8%
增持
XLRE
SELECT SECTOR SPDR TR
+$584.2K
76,771
+23%
增持
VYM
VANGUARD WHITEHALL FDS
+$577.3K
32,190
+5%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$570.6K
175,302
+8%
增持
MSFT
MICROSOFT CORP
+$567.9K
55,132
+1%
减持
MBB
ISHARES TR
-$566.4K
502,572
-2%
清仓
—
ALLEGIANCE BANCSHARES INC
-$563.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$552.1K
9,499
+79%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$552.1K
10,929
+186%
增持
SHEL
SHELL PLC
+$537.8K
33,604
+22%
增持
UNP
UNION PAC CORP
+$534.9K
5,051
+92%
建仓
BHP
BHP GROUP LTD
+$533.3K
8,595
建仓
URA
GLOBAL X FDS
+$525.0K
26,146
增持
MCD
MCDONALDS CORP
+$518.7K
9,247
+11%
减持
META
META PLATFORMS INC
-$517.3K
8,407
-25%
减持
IWR
ISHARES TR
+$515.1K
124,804
-2%
减持
XLE
SELECT SECTOR SPDR TR
-$514.1K
75,670
-24%
建仓
ICF
ISHARES TR
+$510.8K
9,315
减持
STIP
ISHARES TR
-$495.1K
209,818
-3%
增持
LLY
LILLY ELI & CO
+$481.3K
7,816
+6%
增持
DXJ
WISDOMTREE TR
+$473.0K
86,141
+5%
增持
V
VISA INC
+$472.5K
11,468
+7%
建仓
CMC
COMMERCIAL METALS CO
+$468.2K
9,693
增持
AVGO
BROADCOM INC
+$464.3K
3,359
+5%
增持
—
BLACKROCK INC
+$460.3K
1,575
+32%
建仓
EWJ
ISHARES INC
+$452.1K
8,305
建仓
CMCSA
COMCAST CORP NEW
+$450.7K
12,888
减持
DGRW
WISDOMTREE TR
+$449.3K
75,733
-1%
清仓
BEAM
BEAM THERAPEUTICS INC
-$448.0K
0
-100%
清仓
IVOL
KRANESHARES TR
-$443.0K
0
-100%
建仓
—
PROSHARES TR
+$441.9K
30,020
增持
NVDA
NVIDIA CORPORATION
+$440.6K
11,288
+13%
建仓
WPC
WP CAREY INC
+$440.2K
5,633
建仓
CME
CME GROUP INC
+$417.1K
2,480
增持
—
EATON CORP PLC
+$413.0K
5,632
+60%
增持
COP
CONOCOPHILLIPS
+$406.8K
14,566
+14%
减持
SUB
ISHARES TR
-$402.7K
91,179
-6%
增持
MA
MASTERCARD INCORPORATED
+$399.3K
1,922
+103%
减持
FALN
ISHARES TR
-$395.7K
20,859
-45%
增持
NFLX
NETFLIX INC
+$394.3K
3,382
+32%
增持
BX
BLACKSTONE INC
+$393.4K
30,750
+36%
增持
NKE
NIKE INC
+$390.1K
11,128
+1%
建仓
DUK
DUKE ENERGY CORP NEW
+$387.9K
3,767
增持
NVO
NOVO-NORDISK A S
+$387.9K
10,210
+2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$382.1K
3,281
+34%
