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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 25
增持 82
减持 31
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$32.7M
492,029
+11%
减持
STIP
ISHARES TR
-$19.4M
9,442
-95%
减持
SCHX
SCHWAB STRATEGIC TR
-$19.0M
6,321
-99%
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
IEFA
ISHARES TR
+$18.6M
1,562,682
+12%
增持
IEMG
ISHARES INC
+$17.8M
1,316,616
+32%
增持
SPYM
SPDR SER TR
+$17.5M
508,312
+229%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$16.2M
526,604
+308%
建仓
VO
VANGUARD INDEX FDS
+$14.7M
69,673
增持
VTV
VANGUARD INDEX FDS
+$14.6M
259,825
+72%
增持
IWF
ISHARES TR
+$14.6M
220,793
+20%
建仓
TQQQ
PROSHARES TR
+$13.5M
478,333
增持
SCHO
SCHWAB STRATEGIC TR
+$13.0M
321,221
+484%
建仓
IWO
ISHARES TR
+$9.5M
42,032
增持
SUB
ISHARES TR
+$9.2M
179,187
+97%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$9.0M
169,066
增持
EFV
ISHARES TR
+$8.1M
235,264
+222%
建仓
IGSB
ISHARES TR
+$8.0M
158,070
增持
FPE
FIRST TR EXCH TRADED FD III
+$7.8M
1,028,921
+101%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$7.7M
143,351
-45%
增持
IUSB
ISHARES TR
+$7.7M
637,066
+32%
增持
PICK
ISHARES INC
+$7.4M
178,460
+3038%
减持
XSOE
WISDOMTREE TR
-$7.4M
18,419
-94%
建仓
IVE
ISHARES TR
+$7.1M
46,539
增持
MLN
VANECK ETF TRUST
+$6.6M
812,964
+77%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$6.2M
12,283
-95%
减持
XLV
SELECT SECTOR SPDR TR
-$6.0M
82,461
-33%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$5.7M
14,846
-96%
增持
EFG
ISHARES TR
+$5.6M
87,164
+188%
清仓
DXJ
WISDOMTREE TR
-$5.5M
0
-100%
建仓
VBR
VANGUARD INDEX FDS
+$5.5M
34,685
增持
IWD
ISHARES TR
+$5.3M
40,151
+648%
增持
SCZ
ISHARES TR
+$5.3M
96,908
+964%
减持
TH
TARGET HOSPITALITY CORP
-$5.1M
1,030,456
-16%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.9M
177,386
-36%
清仓
HYD
VANECK ETF TRUST
-$4.9M
0
-100%
增持
—
VERITEX HLDGS INC
-$4.7M
552,908
+5%
增持
SCHP
SCHWAB STRATEGIC TR
+$4.7M
201,790
+71%
减持
AAPL
APPLE INC
+$4.6M
282,143
-12%
增持
IJS
ISHARES TR
+$4.6M
53,716
+1165%
增持
VTEB
VANGUARD MUN BD FDS
+$4.6M
619,230
+14%
增持
GLD
SPDR GOLD TR
+$4.5M
30,096
+429%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$4.5M
658,840
+24%
增持
XLE
SELECT SECTOR SPDR TR
+$4.5M
134,194
+77%
减持
GOVT
ISHARES TR
-$4.5M
103,114
-66%
建仓
BUFG
FIRST TR EXCHNG TRADED FD VI
+$3.9M
208,123
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.9M
87,654
增持
HYMB
SPDR SER TR
+$3.9M
371,603
+238%
减持
ITOT
ISHARES TR
-$3.9M
106,509
-33%
增持
ICF
ISHARES TR
+$3.9M
79,298
+751%
增持
AMZN
AMAZON COM INC
+$3.8M
86,556
+43%
增持
EFA
ISHARES TR
+$3.8M
60,860
+651%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$3.8M
58,072
增持
NOBL
PROSHARES TR
+$3.7M
213,248
+22%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$3.5M
13,268
-92%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.5M
50,782
+1799%
建仓
FLTB
FIDELITY MERRIMACK STR TR
+$3.2M
66,576
清仓
URNM
SPROTT FDS TR
-$3.1M
0
-100%
减持
ESGU
ISHARES TR
-$3.1M
46,683
-46%
增持
MSFT
MICROSOFT CORP
+$2.9M
56,004
+2%
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$2.9M
347,073
+12%
增持
ACCD
ACCOLADE INC
+$2.8M
279,045
+86%
增持
MGK
VANGUARD WORLD FD
+$2.7M
16,694
+330%
减持
TFI
SPDR SER TR
-$2.7M
7,012
-89%
增持
IYE
ISHARES TR
+$2.6M
64,875
+1259%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
15,273
+35%
增持
DOL
WISDOMTREE TR
+$2.6M
218,622
+26%
建仓
JAAA
JANUS DETROIT STR TR
+$2.6M
51,741
增持
SPTL
SPDR SER TR
+$2.5M
272,432
+34%
增持
QUAL
ISHARES TR
+$2.5M
127,425
+9%
增持
USIG
ISHARES TR
+$2.3M
455,812
+8%
清仓
MOAT
VANECK ETF TRUST
-$2.3M
0
-100%
减持
IJH
ISHARES TR
-$2.3M
124,466
-10%
增持
DGRO
ISHARES TR
+$2.0M
422,891
+11%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$2.0M
0
-100%
减持
SPSB
SPDR SER TR
-$2.0M
10,963
-86%
增持
—
EXXON MOBIL CORP
+$1.9M
215,293
+10%
增持
RWO
SPDR INDEX SHS FDS
+$1.9M
212,533
+27%
增持
MUB
ISHARES TR
+$1.9M
47,150
+55%
减持
SCHR
SCHWAB STRATEGIC TR
-$1.8M
404,005
-10%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
16,947
+26%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$1.7M
172,986
+15%
减持
IJR
ISHARES TR
-$1.7M
151,998
-12%
清仓
MUNI
PIMCO ETF TR
-$1.6M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$1.5M
15,779
-37%
增持
BA
BOEING CO
+$1.5M
23,450
+28%
增持
—
VERTEX ENERGY INC
+$1.4M
250,192
+49%
增持
ITM
VANECK ETF TRUST
+$1.4M
416,293
+6%
增持
HEFA
ISHARES TR
+$1.4M
237,042
+14%
建仓
USFR
WISDOMTREE TR
+$1.3M
26,307
增持
BND
VANGUARD BD INDEX FDS
+$1.3M
22,939
+275%
清仓
SHYG
ISHARES TR
-$1.2M
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$1.2M
23,002
+173%
增持
QQQ
INVESCO QQQ TR
+$1.2M
5,277
+193%
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$1.2M
0
-100%
清仓
NIO
NIO INC
-$1.2M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.1M
64,563
+2%
增持
XLP
SELECT SECTOR SPDR TR
+$1.1M
21,525
+217%
增持
AGG
ISHARES TR
+$1.1M
40,917
+33%
建仓
VBK
VANGUARD INDEX FDS
+$1.1M
5,048
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.0M
21,197
+362%
减持
LQD
ISHARES TR
-$1.0M
2,724
-78%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.0M
22,339
建仓
XLU
SELECT SECTOR SPDR TR
+$1.0M
14,870
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$1.0M
9,184
建仓
TMFC
RBB FD INC
+$992.0K
28,000
建仓
EEM
ISHARES TR
+$974.8K
24,702
增持
IWR
ISHARES TR
+$939.1K
133,827
+7%
增持
MCD
MCDONALDS CORP
+$912.5K
11,978
+30%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$911.5K
110,585
-21%
建仓
FNDF
SCHWAB STRATEGIC TR
+$895.5K
28,637
清仓
SPEM
SPDR INDEX SHS FDS
-$889.6K
0
-100%
增持
TALO
TALOS ENERGY INC
+$863.2K
79,035
+382%
增持
ACWV
ISHARES INC
+$834.8K
12,113
+241%
建仓
SCHB
SCHWAB STRATEGIC TR
+$824.9K
17,239
减持
TBLL
INVESCO EXCH TRADED FD TR II
-$811.4K
258,094
-1%
增持
META
META PLATFORMS INC
+$797.6K
8,537
+2%
减持
VWOB
VANGUARD WHITEHALL FDS
-$795.5K
61,297
-19%
增持
VUG
VANGUARD INDEX FDS
+$753.2K
7,080
+49%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$734.1K
185,391
+6%
增持
HD
HOME DEPOT INC
+$714.6K
29,671
+17%
增持
XLF
SELECT SECTOR SPDR TR
+$683.2K
34,540
+176%
增持
IYW
ISHARES TR
+$681.1K
21,705
+21%
增持
SCHZ
SCHWAB STRATEGIC TR
+$680.7K
55,111
+32%
增持
IWB
ISHARES TR
+$647.4K
19,276
+10%
增持
BX
BLACKSTONE INC
+$646.3K
33,330
+8%
减持
TIP
ISHARES TR
-$641.4K
16,536
-29%
清仓
DURA
VANECK ETF TRUST
-$639.2K
0
-100%
增持
PLD
PROLOGIS INC.
+$639.2K
33,501
+7%
减持
EEMV
ISHARES INC
-$624.8K
4,060
-75%
建仓
SCHW
SCHWAB CHARLES CORP
+$614.2K
11,726
增持
AVGO
BROADCOM INC
+$593.7K
3,853
+15%
增持
TXN
TEXAS INSTRS INC
+$587.5K
24,995
+2%
增持
—
MEDTRONIC PLC
+$583.1K
40,705
+17%
增持
IGIB
ISHARES TR
+$580.4K
25,139
+76%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$578.1K
2,832
-58%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$572.8K
7,185
减持
VDE
VANGUARD WORLD FDS
-$569.0K
64,416
-1%
增持
V
VISA INC
+$567.4K
13,084
+14%
增持
CVX
CHEVRON CORP NEW
-$563.8K
53,475
+3%
增持
DIS
DISNEY WALT CO
+$562.0K
23,323
+14%
增持
PFE
PFIZER INC
-$556.1K
56,836
+1%
增持
KMI
KINDER MORGAN INC DEL
+$554.1K
92,975
+57%
建仓
EDV
VANGUARD WORLD FD
+$546.9K
6,041
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$530.2K
25,269
-15%
增持
JNJ
JOHNSON & JOHNSON
-$525.3K
33,002
+3%
清仓
URA
GLOBAL X FDS
-$525.0K
0
-100%
减持
USHY
ISHARES TR
-$493.7K
113,819
-13%
增持
COST
COSTCO WHSL CORP NEW
+$474.4K
3,001
+35%
减持
SPYG
SPDR SER TR
-$466.7K
7,606
-57%
建仓
SQ
BLOCK INC
+$458.2K
6,675
