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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 13
增持 31
减持 85
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
CRM
SALESFORCE INC
-$8.3M
1,489
-96%
减持
AAPL
APPLE INC
-$7.0M
190,732
-7%
减持
IWF
ISHARES TR
-$7.0M
150,417
-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。
减持
XLV
SELECT SECTOR SPDR TR
-$5.2M
7,546
-84%
增持
IVV
ISHARES TR
-$5.1M
433,822
+1%
增持
SCHR
SCHWAB STRATEGIC TR
+$5.1M
459,340
+34%
减持
DGRO
ISHARES TR
-$4.8M
130,971
-40%
建仓
SPSM
SPDR SER TR
+$4.7M
126,834
清仓
USO
UNITED STS OIL FD LP
-$4.3M
0
-100%
增持
IEFA
ISHARES TR
-$4.1M
1,482,317
+1%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
37,936
+277%
减持
VO
VANGUARD INDEX FDS
-$4.0M
74,803
-16%
增持
MGK
VANGUARD WORLD FD
+$3.8M
34,277
+104%
减持
IEMG
ISHARES INC
-$3.8M
1,201,407
-3%
减持
SCZ
ISHARES TR
-$3.3M
72,992
-42%
减持
GOVT
ISHARES TR
-$3.2M
25,030
-85%
减持
VTV
VANGUARD INDEX FDS
-$3.1M
19,547
-52%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$3.1M
445,058
-10%
减持
QUAL
ISHARES TR
-$2.8M
32,117
-38%
减持
TQQQ
PROSHARES TR
-$2.6M
416,274
-2%
减持
ICF
ISHARES TR
-$2.5M
64,744
-37%
减持
NOBL
PROSHARES TR
-$2.5M
140,088
-11%
增持
SPYM
SPDR SER TR
+$2.3M
686,455
+11%
减持
MSFT
MICROSOFT CORP
-$2.1M
30,660
-11%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$1.9M
0
-100%
减持
BBJP
J P MORGAN EXCHANGE TRADED F
-$1.9M
216,461
-13%
减持
IWO
ISHARES TR
-$1.9M
48,286
-8%
建仓
TFLO
ISHARES TR
+$1.8M
36,136
减持
ITOT
ISHARES TR
-$1.6M
8,821
-65%
减持
MUB
ISHARES TR
-$1.6M
42,712
-24%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.5M
16,235
-59%
增持
USIG
ISHARES TR
+$1.5M
537,571
+11%
增持
IJR
ISHARES TR
+$1.5M
131,497
+20%
增持
IWM
ISHARES TR
+$1.5M
37,156
+36%
减持
MLN
VANECK ETF TRUST
-$1.4M
658,839
-5%
减持
XLE
SELECT SECTOR SPDR TR
-$1.4M
18,094
-52%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.3M
386,018
+11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
390,431
+13%
减持
HEFA
ISHARES TR
-$1.2M
197,612
-14%
减持
VBR
VANGUARD INDEX FDS
-$1.2M
41,278
-12%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.2M
20,383
-51%
增持
VTEB
VANGUARD MUN BD FDS
+$1.2M
581,347
+9%
减持
ESGU
ISHARES TR
-$1.2M
32,704
-25%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.1M
35,034
-39%
清仓
—
PROPHASE LABS INC
-$1.1M
0
-100%
减持
—
EXXON MOBIL CORP
-$1.1M
130,434
-15%
清仓
TALO
TALOS ENERGY INC
-$1.1M
0
-100%
减持
EFG
ISHARES TR
-$1.1M
87,595
-3%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.1M
714,012
-9%
增持
TLT
ISHARES TR
+$1.1M
16,643
+319%
清仓
IUSG
ISHARES TR
-$1.1M
0
-100%
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$1.0M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.0M
28,672
-4%
减持
BBCA
J P MORGAN EXCHANGE TRADED F
-$1.0M
169,588
-4%
减持
RTX
RTX CORPORATION
-$1.0M
15,523
-28%
增持
JAAA
JANUS DETROIT STR TR
+$1.0M
103,734
+23%
减持
RWO
SPDR INDEX SHS FDS
-$976.2K
144,823
-9%
清仓
TOTL
SSGA ACTIVE ETF TR
-$973.3K
0
-100%
清仓
PICK
ISHARES INC
-$966.3K
0
-100%
减持
TBLL
INVESCO EXCH TRADED FD TR II
-$954.7K
4,700
-66%
增持
IUSB
ISHARES TR
+$925.6K
720,844
+7%
减持
DOL
WISDOMTREE TR
-$914.8K
145,188
-9%
减持
VDE
VANGUARD WORLD FDS
-$900.1K
1,649
-83%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$894.7K
9,602
减持
XLK
SELECT SECTOR SPDR TR
-$894.5K
32,508
-9%
增持
DGRW
WISDOMTREE TR
+$883.8K
32,350
+84%
减持
IYW
ISHARES TR
-$870.1K
15,247
-33%
减持
VOO
VANGUARD INDEX FDS
-$837.7K
20,193
-6%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$829.2K
67,216
+152%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$827.7K
93,319
-1%
减持
HYMB
SPDR SER TR
-$813.2K
266,249
-7%
减持
HD
HOME DEPOT INC
-$789.1K
14,449
-13%
增持
SCHZ
SCHWAB STRATEGIC TR
+$784.9K
78,392
+35%
增持
SPTL
SPDR SER TR
-$783.3K
432,748
+7%
增持
VIGI
VANGUARD WHITEHALL FDS
+$781.0K
23,713
+96%
清仓
TLH
ISHARES TR
-$776.7K
0
-100%
建仓
SCHY
SCHWAB STRATEGIC TR
+$776.6K
33,767
增持
IVW
ISHARES TR
+$772.0K
14,722
+341%
清仓
ACCD
ACCOLADE INC
-$771.9K
0
-100%
减持
ORCL
ORACLE CORP
-$755.4K
8,426
-39%
减持
—
MEDTRONIC PLC
-$745.5K
13,330
-34%
增持
SCHO
SCHWAB STRATEGIC TR
+$742.6K
358,352
+5%
减持
ADBE
ADOBE INC
-$725.0K
1,620
-49%
增持
SCHP
SCHWAB STRATEGIC TR
+$720.8K
199,952
+12%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$708.7K
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$701.0K
114,891
-10%
减持
WMT
WALMART INC
-$698.0K
11,774
-28%
减持
JNJ
JOHNSON & JOHNSON
-$696.4K
17,501
-15%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$674.3K
47,854
+193%
增持
IJH
ISHARES TR
-$668.5K
121,078
+3%
减持
BDX
BECTON DICKINSON & CO
-$668.4K
1,134
-69%
清仓
DOW
DOW INC
-$661.5K
0
-100%
减持
—
VERTEX ENERGY INC
-$658.1K
343,323
-2%
建仓
—
KELLANOVA
+$643.5K
10,813
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$636.4K
12,179
-15%
减持
SBUX
STARBUCKS CORP
-$635.6K
11,806
-32%
减持
—
UNILEVER PLC
-$635.1K
21,400
-34%
减持
BIIB
BIOGEN INC
-$632.4K
1,312
-61%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$619.1K
16,846
-16%
减持
IWR
ISHARES TR
-$617.6K
133,017
-1%
减持
V
VISA INC
-$617.1K
6,229
-28%
减持
UPS
UNITED PARCEL SERVICE INC
-$609.9K
21,288
-3%
减持
NVO
NOVO-NORDISK A S
-$591.8K
7,391
-5%
建仓
TIP
ISHARES TR
+$585.3K
5,643
减持
—
ACCENTURE PLC IRELAND
-$585.0K
2,718
-41%
减持
DIS
DISNEY WALT CO
-$568.4K
17,789
-21%
减持
IWD
ISHARES TR
-$561.0K
48,824
-3%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$550.3K
20,112
减持
GOOGL
ALPHABET INC
-$548.5K
17,730
-26%
增持
CVX
CHEVRON CORP NEW
+$532.9K
35,532
+2%
减持
MCD
MCDONALDS CORP
-$516.6K
6,562
-13%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$507.1K
11,099
建仓
SCHI
SCHWAB STRATEGIC TR
+$493.7K
11,699
减持
PEP
PEPSICO INC
-$491.9K
15,533
-8%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$485.9K
14,947
+214%
建仓
IWV
ISHARES TR
+$472.1K
1,926
清仓
CCI
CROWN CASTLE INC
-$467.1K
0
-100%
减持
AMZN
AMAZON COM INC
-$458.1K
46,836
-5%
减持
NKE
NIKE INC
-$456.0K
6,583
-33%
减持
IEF
ISHARES TR
-$443.8K
6,883
-38%
减持
BIV
VANGUARD BD INDEX FDS
-$443.3K
2,782
-68%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$442.3K
4,319
-50%
减持
WFC
WELLS FARGO CO NEW
-$434.4K
9,499
-51%
减持
GD
GENERAL DYNAMICS CORP
-$427.7K
3,050
-40%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$427.5K
15,144
清仓
WCN
WASTE CONNECTIONS INC
-$415.1K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$408.5K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$384.6K
218,440
+1%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$382.7K
3,073
-59%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$380.0K
12,693
减持
CL
COLGATE PALMOLIVE CO
-$376.3K
8,983
-32%
减持
AGG
ISHARES TR
-$376.2K
50,657
-3%
增持
BIL
SPDR SER TR
+$375.1K
14,324
+40%
减持
PFXF
VANECK ETF TRUST
-$362.2K
29,528
-39%
减持
EFV
ISHARES TR
-$361.6K
72,991
-9%
减持
INTC
INTEL CORP
-$360.3K
14,419
-45%
清仓
NDAQ
NASDAQ INC
-$356.9K
0
-100%
增持
USHY
ISHARES TR
+$351.2K
105,514
+12%
减持
GSIE
GOLDMAN SACHS ETF TR
-$350.4K
106,223
-6%
增持
VUG
VANGUARD INDEX FDS
+$343.8K
9,870
+19%
清仓
AMAT
APPLIED MATLS INC
-$332.2K
0
-100%
减持
HON
HONEYWELL INTL INC
-$325.3K
6,966
-10%
清仓
LUV
SOUTHWEST AIRLS CO
-$324.3K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$322.4K
0
-100%
减持
KO
COCA COLA CO
-$317.7K
30,810
-9%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$309.3K
120,320
-0%
建仓
SUSB
ISHARES TR
+$306.3K
12,887
清仓
MDLZ
MONDELEZ INTL INC
-$305.2K
0
-100%
清仓
QYLD
GLOBAL X FDS
-$304.3K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$301.3K
18,221
-17%
