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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 28
增持 62
减持 43
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$50.2M
118,178
+212%
增持
IVV
ISHARES TR
+$45.8M
485,989
+12%
增持
SPYM
SPDR SER TR
+$16.9M
919,397
+34%
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
+$13.7M
1,550,005
+5%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$10.8M
574,685
+49%
增持
USIG
ISHARES TR
+$8.7M
674,667
+26%
增持
MBB
ISHARES TR
+$7.5M
563,843
+10%
增持
IJH
ISHARES TR
+$7.1M
134,600
+11%
增持
SCHF
SCHWAB STRATEGIC TR
+$6.8M
434,846
+59%
减持
TQQQ
PROSHARES TR
-$6.7M
160,714
-61%
增持
IEMG
ISHARES INC
+$5.9M
1,247,356
+4%
清仓
BUFG
FIRST TR EXCHNG TRADED FD VI
-$5.7M
0
-100%
建仓
FFLC
FIDELITY COVINGTON TRUST
+$5.7M
157,114
减持
EFG
ISHARES TR
-$5.0M
26,035
-70%
清仓
XLU
SELECT SECTOR SPDR TR
-$4.4M
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$3.5M
616,743
+6%
建仓
CROX
CROCS INC
+$3.1M
33,600
减持
IUSB
ISHARES TR
-$3.1M
616,471
-14%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.1M
20,292
+715%
清仓
AVLV
AMERICAN CENTY ETF TR
-$3.1M
0
-100%
增持
IJR
ISHARES TR
+$3.0M
142,338
+8%
减持
AAPL
APPLE INC
+$2.6M
183,353
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$2.5M
31,149
+9%
增持
SCHR
SCHWAB STRATEGIC TR
+$2.5M
492,698
+7%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$2.3M
355,972
-20%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$2.3M
49,319
减持
VO
VANGUARD INDEX FDS
-$2.2M
57,325
-23%
增持
SPTL
SPDR SER TR
+$2.2M
467,010
+8%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.2M
25,879
-56%
减持
IWF
ISHARES TR
+$2.2M
139,137
-7%
减持
IGSB
ISHARES TR
-$2.2M
54,651
-45%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$2.2M
120,897
增持
VOO
VANGUARD INDEX FDS
+$2.1M
23,015
+14%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.1M
397,812
+11%
增持
MSFT
MICROSOFT CORP
+$2.0M
31,153
+2%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$2.0M
328,475
-20%
增持
DGRW
WISDOMTREE TR
+$2.0M
57,005
+76%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.9M
561,057
-21%
增持
ITM
VANECK ETF TRUST
+$1.9M
382,936
+5%
减持
IWO
ISHARES TR
-$1.9M
35,461
-27%
增持
MLN
VANECK ETF TRUST
+$1.9M
705,320
+7%
增持
ACWI
ISHARES TR
+$1.8M
33,664
+89%
建仓
HYD
VANECK ETF TRUST
+$1.4M
26,742
增持
TIP
ISHARES TR
+$1.3M
17,269
+206%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.2M
180,103
-18%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
33,957
+4%
减持
BND
VANGUARD BD INDEX FDS
-$1.1M
8,627
-66%
建仓
OEF
ISHARES TR
+$1.1M
5,082
增持
—
EXXON MOBIL CORP
-$1.1M
142,304
+9%
减持
IGIB
ISHARES TR
-$1.1M
48,772
-35%
增持
SPSM
SPDR SER TR
+$1.0M
135,691
+7%
减持
AMZN
AMAZON COM INC
+$1.0M
45,968
-2%
减持
IWR
ISHARES TR
+$1.0M
131,723
-1%
减持
SCZ
ISHARES TR
-$1.0M
50,398
-31%
增持
USHY
ISHARES TR
+$997.3K
128,190
+21%
增持
SCHP
SCHWAB STRATEGIC TR
+$979.1K
212,158
+6%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$970.3K
0
-100%
增持
VWOB
VANGUARD WHITEHALL FDS
+$967.0K
66,551
+20%
增持
IWB
ISHARES TR
+$958.5K
24,455
+5%
减持
VTI
VANGUARD INDEX FDS
-$958.2K
5,276
-49%
增持
VGT
VANGUARD WORLD FDS
+$938.5K
6,608
+21%
增持
QUAL
ISHARES TR
+$937.5K
35,138
+9%
增持
IWM
ISHARES TR
+$919.3K
37,299
+0%
减持
CVX
CHEVRON CORP NEW
-$911.5K
34,057
-4%
增持
HEFA
ISHARES TR
+$857.5K
215,982
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$852.6K
127,620
+6%
减持
XLP
SELECT SECTOR SPDR TR
-$835.9K
9,314
-57%
增持
SUB
ISHARES TR
+$831.2K
151,255
+3%
增持
EMXC
ISHARES INC
+$815.3K
26,545
+102%
增持
TLT
ISHARES TR
+$797.1K
22,989
+38%
减持
IVE
ISHARES TR
-$788.3K
43,958
-20%
减持
SCHZ
SCHWAB STRATEGIC TR
-$785.7K
57,520
-27%
减持
BBCA
J P MORGAN EXCHANGE TRADED F
+$767.8K
165,772
-2%
建仓
QLD
PROSHARES TR
+$760.0K
10,000
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$749.9K
24,781
增持
IYW
ISHARES TR
+$743.7K
19,091
+25%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$728.7K
116,275
+1%
增持
VTV
VANGUARD INDEX FDS
+$703.3K
22,738
+16%
减持
ICF
ISHARES TR
-$677.0K
43,770
-32%
减持
ACWV
ISHARES INC
-$665.7K
4,741
-60%
增持
BSV
VANGUARD BD INDEX FDS
+$657.0K
17,286
+93%
增持
BIV
VANGUARD BD INDEX FDS
+$646.2K
11,094
+299%
清仓
—
KELLANOVA
-$643.5K
0
-100%
减持
MCD
MCDONALDS CORP
-$638.5K
3,676
-44%
清仓
—
CHASE CORP
-$623.4K
0
-100%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$620.3K
69,510
+45%
增持
META
META PLATFORMS INC
+$618.4K
9,058
+5%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$611.5K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$606.3K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$594.0K
6,789
-68%
减持
VBR
VANGUARD INDEX FDS
-$593.7K
33,282
-19%
增持
GSLC
GOLDMAN SACHS ETF TR
+$588.6K
50,277
+3%
清仓
—
INVESTMENT MANAGERS SER TR I
-$582.1K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$566.2K
0
-100%
增持
AVGO
BROADCOM INC
+$558.0K
1,608
+8%
清仓
GOVT
ISHARES TR
-$551.7K
0
-100%
减持
UNP
UNION PAC CORP
-$549.5K
1,393
-68%
减持
HYMB
SPDR SER TR
-$545.4K
229,117
-14%
建仓
BOND
PIMCO ETF TR
+$526.6K
5,696
建仓
MUNI
PIMCO ETF TR
+$524.3K
9,930
建仓
CMC
COMMERCIAL METALS CO
+$522.1K
10,433
减持
IYE
ISHARES TR
-$508.7K
59,849
-10%
减持
RWO
SPDR INDEX SHS FDS
+$502.2K
138,056
-5%
减持
IJS
ISHARES TR
-$493.8K
49,191
-21%
建仓
JNK
SPDR SER TR
+$493.2K
5,206
建仓
TOTL
SSGA ACTIVE ETF TR
+$492.2K
12,228
增持
JAAA
JANUS DETROIT STR TR
+$488.7K
113,511
+9%
减持
BBJP
J P MORGAN EXCHANGE TRADED F
+$487.0K
216,335
-0%
增持
MUB
ISHARES TR
+$474.2K
44,773
+5%
增持
IEI
ISHARES TR
+$464.4K
15,736
+29%
增持
PSA
PUBLIC STORAGE
+$443.8K
2,539
+102%
增持
FNDX
SCHWAB STRATEGIC TR
+$443.4K
60,712
+2%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$438.6K
4,433
-54%
减持
HD
HOME DEPOT INC
+$426.4K
13,829
-4%
建仓
EMLC
VANECK ETF TRUST
+$417.0K
16,451
建仓
IXC
ISHARES TR
+$416.9K
10,659
建仓
SPEM
SPDR INDEX SHS FDS
+$415.0K
11,719
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$414.7K
12,314
-40%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$409.2K
22,194
+48%
减持
BX
BLACKSTONE INC
+$402.7K
16,985
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$380.9K
4,330
-43%
增持
QQQ
INVESCO QQQ TR
+$365.1K
4,574
+9%
增持
XLY
SELECT SECTOR SPDR TR
+$363.8K
9,632
+14%
清仓
PSTG
PURE STORAGE INC
-$359.8K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$357.3K
9,795
-1%
建仓
AVUV
AMERICAN CENTY ETF TR
+$354.9K
3,952
增持
BIL
SPDR SER TR
+$347.2K
18,189
+27%
建仓
SQ
BLOCK INC
+$342.7K
4,430
建仓
SMH
VANECK ETF TRUST
+$329.1K
1,882
增持
GSIE
GOLDMAN SACHS ETF TR
+$326.3K
107,659
+1%
建仓
SHV
ISHARES TR
+$325.9K
2,959
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$325.4K
7,640
-42%
清仓
—
ACTIVISION BLIZZARD INC
-$321.3K
0
-100%
增持
MRK
MERCK & CO INC
+$314.8K
13,570
+20%
建仓
XLC
SELECT SECTOR SPDR TR
+$307.9K
4,238
建仓
YDEC
FIRST TR EXCHNG TRADED FD VI
+$305.7K
13,436
清仓
—
BUNGE LIMITED
-$305.3K
0
-100%
建仓
IBB
ISHARES TR
+$302.5K
2,226
清仓
CRM
SALESFORCE INC
-$301.9K
0
-100%
建仓
DBEF
DBX ETF TR
+$300.2K
8,119
建仓
NEE
NEXTERA ENERGY INC
+$300.2K
4,943
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$295.5K
74,166
+10%
建仓
FSK
FS KKR CAP CORP
+$295.0K
14,771
清仓
UCTT
ULTRA CLEAN HLDGS INC
-$290.6K
0
-100%
建仓
CAG
CONAGRA BRANDS INC
+$288.4K
10,064
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$277.0K
16,882
+0%
增持
IVW
ISHARES TR
+$274.4K
17,066
+16%
减持
NOBL
PROSHARES TR
+$272.8K
133,168
-5%
清仓
DVN
DEVON ENERGY CORP NEW
-$272.7K
0
-100%
建仓
—
BUNGE GLOBAL SA
+$272.2K
2,697
