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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 17
增持 73
减持 42
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$159.6M
241,446
+104%
建仓
—
NOBLE CORP PLC
+$63.6M
1,312,461
减持
IEMG
ISHARES INC
-$57.9M
101,307
-92%
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
EMXC
ISHARES INC
+$53.6M
955,851
+3501%
建仓
—
SUPER MICRO COMPUTER INC
+$40.4M
40,000
增持
IEFA
ISHARES TR
+$33.9M
1,926,151
+24%
增持
SCHR
SCHWAB STRATEGIC TR
+$22.4M
956,875
+94%
增持
IJH
ISHARES TR
+$20.2M
946,255
+603%
增持
VTEB
VANGUARD MUN BD FDS
+$18.7M
992,552
+61%
减持
IVV
ISHARES TR
+$18.6M
476,910
-2%
增持
TFI
SPDR SER TR
+$15.5M
344,760
+2805%
减持
SUB
ISHARES TR
-$13.4M
24,325
-84%
增持
SPYM
SPDR SER TR
+$13.1M
1,047,786
+14%
增持
USIG
ISHARES TR
+$10.8M
893,604
+32%
增持
IGIB
ISHARES TR
+$10.7M
257,331
+428%
减持
SCHP
SCHWAB STRATEGIC TR
-$10.7M
6,600
-97%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$10.6M
117,464
-69%
减持
SCHO
SCHWAB STRATEGIC TR
-$10.4M
183,130
-54%
减持
BBCA
J P MORGAN EXCHANGE TRADED F
-$10.1M
8,329
-95%
减持
MLN
VANECK ETF TRUST
-$10.1M
156,134
-78%
增持
IJR
ISHARES TR
+$9.0M
220,721
+55%
建仓
EWW
ISHARES INC
+$6.8M
98,211
建仓
INDA
ISHARES TR
+$6.6M
127,854
减持
XLK
SELECT SECTOR SPDR TR
-$5.5M
4,824
-86%
减持
JAAA
JANUS DETROIT STR TR
-$5.5M
4,330
-96%
增持
HYMB
SPDR SER TR
+$5.3M
431,863
+88%
减持
AVUS
AMERICAN CENTY ETF TR
-$5.2M
7,247
-90%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$5.0M
4,705
-95%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$5.0M
17,594
-85%
减持
FFLC
FIDELITY COVINGTON TRUST
-$5.0M
16,034
-90%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$4.8M
448,124
+26%
增持
SLB
SCHLUMBERGER LTD
+$4.6M
93,421
+807%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.4M
524,623
+21%
增持
IWR
ISHARES TR
+$4.3M
172,348
+31%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$4.2M
0
-100%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$4.1M
379,826
+16%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$4.0M
88,323
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$3.9M
143,457
增持
ITM
VANECK ETF TRUST
+$3.6M
463,655
+21%
增持
USHY
ISHARES TR
+$3.5M
223,596
+74%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.5M
586,814
+2%
建仓
DYNF
BLACKROCK ETF TRUST
+$3.5M
77,889
增持
MBB
ISHARES TR
+$3.4M
610,959
+8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.1M
1,908
-91%
增持
AAPL
APPLE INC
-$3.0M
188,257
+3%
减持
IWF
ISHARES TR
+$2.9M
133,882
-4%
增持
TQQQ
PROSHARES TR
+$2.8M
177,959
+11%
增持
MSFT
MICROSOFT CORP
+$2.6M
34,118
+10%
增持
FPE
FIRST TR EXCH TRADED FD III
+$2.6M
696,906
+24%
增持
IWD
ISHARES TR
+$2.4M
55,034
+23%
减持
—
EXXON MOBIL CORP
+$2.2M
141,391
-1%
增持
IUSB
ISHARES TR
+$2.2M
671,281
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
32,486
+4%
增持
AMZN
AMAZON COM INC
+$2.2M
50,730
+10%
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$2.2M
0
-100%
增持
DGRW
WISDOMTREE TR
+$2.2M
80,875
+42%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$1.9M
8,642
-82%
增持
HEFA
ISHARES TR
+$1.8M
246,084
+14%
减持
MGK
VANGUARD WORLD FD
-$1.7M
21,055
-30%
增持
IVW
ISHARES TR
+$1.7M
35,079
+106%
清仓
TFLO
ISHARES TR
-$1.6M
0
-100%
减持
IWM
ISHARES TR
-$1.6M
28,114
-25%
减持
GSIE
GOLDMAN SACHS ETF TR
-$1.5M
57,439
-47%
减持
TIP
ISHARES TR
-$1.5M
3,400
-80%
减持
ACWI
ISHARES TR
-$1.5M
17,752
-47%
清仓
HYD
VANECK ETF TRUST
-$1.4M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
17,084
+40%
建仓
TOL
TOLL BROTHERS INC
+$1.3M
10,000
建仓
DFAS
DIMENSIONAL ETF TRUST
+$1.3M
20,075
减持
ESGU
ISHARES TR
-$1.2M
16,746
-45%
增持
META
META PLATFORMS INC
+$1.2M
9,161
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
12,985
+7%
清仓
OEF
ISHARES TR
-$1.1M
0
-100%
增持
SPSM
SPDR SER TR
+$1.1M
158,721
+17%
增持
LLY
ELI LILLY & CO
+$1.1M
3,608
+23%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$1.0M
28,531
-62%
减持
EFV
ISHARES TR
-$1.0M
48,367
-31%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$998.4K
112,428
+62%
增持
IVE
ISHARES TR
+$983.2K
46,181
+5%
减持
VOO
VANGUARD INDEX FDS
+$979.2K
22,950
-0%
增持
GOOGL
ALPHABET INC
+$971.5K
21,782
+31%
增持
NOBL
PROSHARES TR
+$945.7K
134,339
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$941.1K
20,098
-48%
减持
TLT
ISHARES TR
-$932.4K
14,170
-38%
减持
IEI
ISHARES TR
-$911.2K
8,048
-49%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$887.4K
32,856
清仓
QLD
PROSHARES TR
-$760.0K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$751.0K
159,591
-11%
增持
IWB
ISHARES TR
+$750.0K
24,871
+2%
减持
BIL
SPDR SER TR
-$743.3K
10,012
-45%
增持
MCD
MCDONALDS CORP
+$723.8K
6,434
+75%
增持
DIS
DISNEY WALT CO
+$714.7K
18,614
+8%
减持
TSLA
TESLA INC
-$705.3K
3,737
-32%
减持
—
VERTEX ENERGY INC
-$683.5K
343,118
-0%
增持
CVX
CHEVRON CORP NEW
+$680.7K
36,519
+7%
增持
HD
HOME DEPOT INC
+$678.3K
14,261
+3%
建仓
BINC
BLACKROCK ETF TRUST II
+$639.3K
12,185
增持
AVGO
BROADCOM INC
+$631.3K
1,830
+14%
清仓
STIP
ISHARES TR
-$623.7K
0
-100%
增持
GSLC
GOLDMAN SACHS ETF TR
+$612.8K
51,347
+2%
增持
VUG
VANGUARD INDEX FDS
+$575.6K
10,519
+7%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$555.4K
3,078
清仓
O
REALTY INCOME CORP
-$544.8K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$542.5K
24,474
+40%
清仓
SCHI
SCHWAB STRATEGIC TR
-$530.8K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$529.9K
1,699
-51%
清仓
BOND
PIMCO ETF TR
-$526.6K
0
-100%
增持
MRK
MERCK & CO INC
+$526.6K
15,203
+12%
清仓
MUNI
PIMCO ETF TR
-$524.3K
0
-100%
增持
ABBV
ABBVIE INC
+$523.3K
15,091
+5%
建仓
IBIT
ISHARES BITCOIN TR
+$523.2K
12,928
减持
USMV
ISHARES TR
-$516.8K
7,820
-48%
清仓
TOTL
SSGA ACTIVE ETF TR
-$492.2K
0
-100%
增持
—
EATON CORP PLC
+$488.5K
5,089
+11%
增持
FNDX
SCHWAB STRATEGIC TR
+$480.1K
62,926
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$467.3K
9,146
+176%
清仓
HDV
ISHARES TR
-$461.9K
0
-100%
增持
CAT
CATERPILLAR INC
+$456.8K
5,661
+3%
增持
NVO
NOVO-NORDISK A S
+$455.6K
9,886
+26%
增持
PEP
PEPSICO INC
+$451.4K
17,139
+14%
清仓
USFR
WISDOMTREE TR
-$449.4K
0
-100%
减持
DGRO
ISHARES TR
+$449.2K
123,102
-1%
减持
BBJP
J P MORGAN EXCHANGE TRADED F
-$445.0K
186,455
-14%
建仓
BSM
BLACK STONE MINERALS L P
+$439.4K
27,500
增持
V
VISA INC
+$435.5K
7,634
+17%
增持
MPC
MARATHON PETE CORP
+$429.5K
7,816
+1%
减持
SCZ
ISHARES TR
-$418.4K
42,653
-15%
增持
PFXF
VANECK ETF TRUST
+$417.7K
51,718
+79%
清仓
EMLC
VANECK ETF TRUST
-$417.0K
0
-100%
清仓
SPEM
SPDR INDEX SHS FDS
-$415.0K
0
-100%
清仓
TBLL
INVESCO EXCH TRADED FD TR II
-$409.7K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$398.4K
9,258
+2%
建仓
CRM
SALESFORCE INC
+$396.4K
1,316
减持
IJS
ISHARES TR
-$395.3K
45,492
-8%
增持
ORCL
ORACLE CORP
+$394.1K
10,286
+21%
增持
AMD
ADVANCED MICRO DEVICES INC
+$394.1K
5,068
+43%
增持
COP
CONOCOPHILLIPS
+$393.7K
11,906
+23%
增持
AGG
ISHARES TR
+$389.4K
53,802
+9%
增持
BP
BP PLC
+$380.4K
30,913
+40%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$380.1K
4,954
+75%
建仓
VST
VISTRA CORP
+$373.0K
5,355
增持
WMT
WALMART INC
+$371.7K
40,235
+210%
清仓
ILF
ISHARES TR
-$369.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$365.6K
1,605
+31%
减持
ICF
ISHARES TR
-$361.3K
38,289
-13%
增持
HSY
HERSHEY CO
+$352.1K
5,031
+50%
减持
VNQ
VANGUARD INDEX FDS
-$348.7K
11,369
-25%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$333.6K
4,700
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$324.7K
1,123
+82%
增持
SYK
STRYKER CORPORATION
+$320.2K
2,385
+34%
