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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 6
增持 35
减持 100
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
VTV
VANGUARD INDEX FDS
-$30.1M
40,789
-84%
减持
TBLL
INVESCO EXCH TRADED FD TR II
-$25.1M
13,754
-95%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$23.2M
41,208
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。
-91%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$19.2M
391,824
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$15.4M
346,890
清仓
TH
TARGET HOSPITALITY CORP
-$13.5M
0
-100%
减持
IVV
ISHARES TR
-$10.8M
429,506
-13%
清仓
—
VERITEX HLDGS INC
-$10.1M
0
-100%
减持
DGRO
ISHARES TR
-$9.9M
218,527
-48%
减持
BSV
VANGUARD BD INDEX FDS
-$9.0M
11,483
-91%
增持
SCHF
SCHWAB STRATEGIC TR
+$8.9M
257,916
+3224%
减持
QUAL
ISHARES TR
-$8.8M
51,796
-59%
减持
XLE
SELECT SECTOR SPDR TR
-$8.1M
37,553
-72%
增持
CRM
SALESFORCE INC
+$7.9M
40,515
+1118%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$7.8M
22,173
-88%
增持
SPYM
SPDR SER TR
+$7.7M
618,057
+22%
减持
EFV
ISHARES TR
-$7.5M
80,365
-66%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$7.3M
344,009
-35%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$7.3M
496,523
-25%
减持
ITOT
ISHARES TR
-$7.2M
25,250
-76%
减持
—
EXXON MOBIL CORP
-$7.2M
153,318
-29%
减持
IWF
ISHARES TR
-$7.0M
170,651
-23%
减持
AAPL
APPLE INC
-$6.9M
204,507
-28%
减持
BIL
SPDR SER TR
-$6.7M
10,239
-88%
减持
PICK
ISHARES INC
-$6.7M
23,883
-87%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$6.5M
39,480
-72%
增持
SPY
SPDR S&P 500 ETF TR
+$6.3M
29,970
+77%
减持
VDE
VANGUARD WORLD FDS
-$6.2M
9,825
-85%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$6.0M
57,776
-67%
建仓
AVUS
AMERICAN CENTY ETF TR
+$5.3M
70,544
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$5.2M
48,223
-73%
增持
VOO
VANGUARD INDEX FDS
+$5.1M
21,527
+123%
减持
IEFA
ISHARES TR
-$5.0M
1,473,340
-6%
增持
VO
VANGUARD INDEX FDS
+$4.9M
89,060
+28%
增持
XLK
SELECT SECTOR SPDR TR
+$4.9M
35,796
+304%
减持
VTEB
VANGUARD MUN BD FDS
-$4.6M
533,354
-14%
减持
NOBL
PROSHARES TR
-$4.6M
157,789
-26%
减持
XLV
SELECT SECTOR SPDR TR
-$4.5M
46,502
-44%
减持
MSFT
MICROSOFT CORP
-$4.4M
34,553
-38%
减持
ABBV
ABBVIE INC
-$4.4M
15,068
-62%
增持
USO
UNITED STS OIL FD LP
+$4.1M
68,000
+2146%
减持
BBJP
J P MORGAN EXCHANGE TRADED F
-$4.0M
247,556
-29%
减持
FPE
FIRST TR EXCH TRADED FD III
-$3.9M
781,354
-24%
减持
TQQQ
PROSHARES TR
+$3.9M
425,198
-11%
减持
GLD
SPDR GOLD TR
-$3.8M
9,356
-69%
减持
SUB
ISHARES TR
-$3.8M
143,451
-20%
减持
GOOGL
ALPHABET INC
-$3.8M
23,965
-63%
减持
BA
BOEING CO
-$3.8M
5,566
-76%
减持
IJR
ISHARES TR
-$3.8M
109,611
-28%
增持
SPTL
SPDR SER TR
+$3.7M
404,672
+49%
减持
HD
HOME DEPOT INC
-$3.6M
16,595
-44%
减持
ABT
ABBOTT LABS
-$3.6M
10,042
-78%
减持
DGRW
WISDOMTREE TR
-$3.6M
17,554
-77%
减持
CAT
CATERPILLAR INC
-$3.6M
6,140
-72%
增持
XLU
SELECT SECTOR SPDR TR
+$3.5M
69,120
+365%
减持
ITM
VANECK ETF TRUST
-$3.5M
343,780
-17%
减持
SCHR
SCHWAB STRATEGIC TR
-$3.4M
343,821
-15%
减持
TXN
TEXAS INSTRS INC
-$3.4M
6,909
-72%
减持
PLD
PROLOGIS INC.
-$3.4M
6,591
-80%
减持
DE
DEERE & CO
-$3.3M
1,983
-80%
减持
IEMG
ISHARES INC
-$3.3M
1,236,557
-6%
减持
—
STELLAR BANCORP INC
-$3.3M
17,337
-88%
减持
CVX
CHEVRON CORP NEW
-$3.3M
34,690
-35%
减持
ACCD
ACCOLADE INC
-$3.2M
57,307
-79%
清仓
FLTB
FIDELITY MERRIMACK STR TR
-$3.2M
0
-100%
增持
IWO
ISHARES TR
+$3.2M
52,275
+24%
减持
IGSB
ISHARES TR
-$3.0M
98,954
-37%
减持
PG
PROCTER AND GAMBLE CO
-$2.9M
17,383
-53%
建仓
AVLV
AMERICAN CENTY ETF TR
+$2.8M
53,167
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.7M
215,312
+27%
减持
DOL
WISDOMTREE TR
-$2.7M
159,810
-27%
减持
XLRE
SELECT SECTOR SPDR TR
-$2.6M
10,839
-86%
减持
AMZN
AMAZON COM INC
-$2.5M
49,186
-43%
增持
IGIB
ISHARES TR
+$2.4M
72,226
+187%
增持
VBR
VANGUARD INDEX FDS
+$2.3M
47,068
+36%
减持
RWO
SPDR INDEX SHS FDS
-$2.2M
158,472
-25%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.2M
94,567
+63%
减持
MLN
VANECK ETF TRUST
-$2.2M
693,063
-15%
减持
HYMB
SPDR SER TR
-$2.1M
286,094
-23%
减持
JPM
JPMORGAN CHASE & CO
-$2.1M
12,536
-59%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.0M
126,968
+45%
增持
IWD
ISHARES TR
+$1.9M
50,519
+26%
减持
LMT
LOCKHEED MARTIN CORP
-$1.8M
2,447
-61%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$1.8M
286,045
+37%
清仓
TIP
ISHARES TR
-$1.8M
0
-100%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.8M
48,746
+305%
减持
JNJ
JOHNSON & JOHNSON
-$1.7M
20,675
-37%
清仓
—
PROSHARES TR
-$1.7M
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$1.7M
84,640
+64%
增持
SCZ
ISHARES TR
+$1.6M
125,537
+30%
减持
PFE
PFIZER INC
-$1.5M
22,079
-61%
增持
ICSH
ISHARES TR
+$1.5M
48,162
+160%
减持
—
MEDTRONIC PLC
-$1.5M
20,319
-50%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.4M
21,914
+71%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.4M
965
-71%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.4M
178,804
-11%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.4M
21,655
-40%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.4M
18,989
-41%
减持
GOOG
ALPHABET INC
-$1.4M
12,641
-55%
增持
EFA
ISHARES TR
+$1.4M
78,758
+29%
增持
ICF
ISHARES TR
+$1.3M
103,237
+30%
减持
BX
BLACKSTONE INC
-$1.3M
17,417
-48%
增持
GOVT
ISHARES TR
+$1.3M
162,090
+57%
增持
IVE
ISHARES TR
+$1.3M
51,747
+11%
增持
USIG
ISHARES TR
+$1.2M
485,538
+7%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$1.2M
55,993
-46%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
14,377
-27%
减持
LLY
LILLY ELI & CO
-$1.2M
3,016
-60%
增持
IUSB
ISHARES TR
+$1.2M
672,666
+6%
减持
HON
HONEYWELL INTL INC
-$1.2M
7,769
-47%
减持
PEP
PEPSICO INC
-$1.2M
16,866
-28%
减持
MRK
MERCK & CO INC
-$1.1M
12,193
-48%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
1,705
-58%
减持
MCD
MCDONALDS CORP
-$1.1M
7,524
-37%
减持
AVGO
BROADCOM INC
-$1.1M
1,619
-58%
增持
VGT
VANGUARD WORLD FDS
+$1.1M
5,483
+56%
增持
AGG
ISHARES TR
+$1.1M
52,476
+28%
减持
WFC
WELLS FARGO CO NEW
-$1.1M
19,272
-62%
建仓
IUSG
ISHARES TR
+$1.1M
10,795
减持
VTI
VANGUARD INDEX FDS
-$1.0M
9,875
-37%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.0M
0
-100%
建仓
TOTL
SSGA ACTIVE ETF TR
+$973.3K
24,003
减持
VLO
VALERO ENERGY CORP
-$964.8K
9,765
-35%
减持
CSCO
CISCO SYS INC
-$962.7K
26,745
-40%
减持
MBB
ISHARES TR
-$942.1K
485,107
-1%
减持
V
VISA INC
-$900.0K
8,632
-34%
增持
MUB
ISHARES TR
+$899.1K
56,020
+19%
增持
IWB
ISHARES TR
+$880.4K
21,424
+11%
减持
LOW
LOWES COS INC
-$854.8K
1,159
-79%
减持
COST
COSTCO WHSL CORP NEW
-$829.0K
1,230
-59%
减持
USFR
WISDOMTREE TR
-$827.8K
9,830
-63%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$826.2K
720
-78%
清仓
MAIN
MAIN STR CAP CORP
-$825.5K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$816.2K
10,268
-39%
减持
WMB
WILLIAMS COS INC
-$769.0K
16,370
-62%
减持
VWOB
VANGUARD WHITEHALL FDS
-$746.6K
49,347
-19%
增持
SCHO
SCHWAB STRATEGIC TR
+$746.5K
341,632
+6%
减持
USHY
ISHARES TR
-$735.1K
93,800
-18%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$734.9K
2,689
-75%
减持
CCI
CROWN CASTLE INC
-$718.6K
4,100
-54%
减持
SHEL
SHELL PLC
-$716.6K
26,395
-34%
减持
OXY
OCCIDENTAL PETE CORP
-$715.7K
9,502
-53%
清仓
—
DUPONT DE NEMOURS INC
-$713.3K
0
-100%
减持
KMI
KINDER MORGAN INC DEL
-$708.0K
53,423
-43%
减持
ET
ENERGY TRANSFER L P
-$704.0K
34,696
-62%
减持
MDLZ
MONDELEZ INTL INC
-$703.4K
4,185
-71%
减持
SBUX
STARBUCKS CORP
-$669.1K
17,294
-24%
增持
XLY
SELECT SECTOR SPDR TR
+$664.8K
8,595
+62%
清仓
HPQ
HP INC
-$650.1K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$648.4K
20,088
-21%
