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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 28
增持 83
减持 31
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$198.4M
3,372,184
+1297%
增持
IVV
ISHARES TR
+$27.5M
508,447
+7%
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$21.0M
0
-100%
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。
建仓
JVAL
J P MORGAN EXCHANGE TRADED F
+$14.0M
343,759
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$13.9M
158,979
增持
VOO
VANGUARD INDEX FDS
+$11.1M
44,165
+92%
建仓
SCHX
SCHWAB STRATEGIC TR
+$8.9M
138,191
增持
—
SUPER MICRO COMPUTER INC
-$7.1M
40,668
+2%
减持
AAPL
APPLE INC
+$6.0M
181,753
-3%
增持
—
EXXON MOBIL CORP
+$5.4M
189,352
+34%
增持
—
NOBLE CORP PLC
-$5.0M
1,312,466
+0%
增持
AMZN
AMAZON COM INC
+$4.5M
70,606
+39%
减持
SLB
SCHLUMBERGER LTD
-$4.4M
14,269
-85%
增持
SPY
SPDR S&P 500 ETF TR
+$4.3M
39,182
+21%
减持
SPYM
SPDR SER TR
-$4.3M
939,765
-10%
增持
EMXC
ISHARES INC
+$4.2M
1,000,337
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.1M
640,640
+22%
增持
IWF
ISHARES TR
+$4.0M
134,872
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.6M
85,848
+788%
减持
CROX
CROCS INC
-$3.4M
10,000
-70%
增持
TQQQ
PROSHARES TR
+$3.3M
193,359
+9%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$3.2M
62,953
增持
SUB
ISHARES TR
+$2.8M
50,959
+109%
增持
MSFT
MICROSOFT CORP
+$2.7M
38,090
+12%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.6M
634,767
+8%
建仓
SLV
ISHARES SILVER TR
+$2.6M
97,000
增持
IEFA
ISHARES TR
+$2.5M
2,002,622
+4%
增持
IFRA
ISHARES TR
+$2.4M
71,067
+445%
增持
AGG
ISHARES TR
+$2.3M
78,292
+46%
增持
GOOGL
ALPHABET INC
+$2.2M
30,102
+38%
增持
META
META PLATFORMS INC
+$2.2M
13,116
+43%
增持
FCX
FREEPORT-MCMORAN INC
+$2.0M
45,827
+910%
增持
IUSB
ISHARES TR
+$1.8M
717,181
+7%
增持
IVW
ISHARES TR
+$1.8M
51,070
+46%
建仓
SCHG
SCHWAB STRATEGIC TR
+$1.8M
17,447
建仓
DFAI
DIMENSIONAL ETF TRUST
+$1.7M
57,690
增持
USIG
ISHARES TR
+$1.7M
937,083
+5%
增持
MBB
ISHARES TR
+$1.7M
633,313
+4%
建仓
EQT
EQT CORP
+$1.7M
45,410
增持
IWM
ISHARES TR
+$1.6M
37,234
+32%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$1.6M
56,423
增持
IYW
ISHARES TR
+$1.6M
28,099
+46%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.6M
994,959
+4%
增持
IJR
ISHARES TR
+$1.5M
242,664
+10%
增持
IJH
ISHARES TR
+$1.4M
1,006,706
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
44,113
+77%
增持
ET
ENERGY TRANSFER L P
+$1.3M
108,426
+317%
增持
IEF
ISHARES TR
+$1.3M
19,257
+273%
增持
EFA
ISHARES TR
+$1.3M
92,278
+24%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.3M
20,964
+394%
增持
GDX
VANECK ETF TRUST
+$1.3M
44,674
+460%
减持
NOBL
PROSHARES TR
-$1.2M
128,997
-4%
建仓
SCHV
SCHWAB STRATEGIC TR
+$1.2M
15,788
减持
EFV
ISHARES TR
-$1.1M
28,312
-41%
减持
MLN
VANECK ETF TRUST
-$1.1M
97,831
-37%
增持
VO
VANGUARD INDEX FDS
+$1.0M
59,193
+11%
增持
LLY
ELI LILLY & CO
+$1.0M
4,224
+17%
减持
VBR
VANGUARD INDEX FDS
-$997.9K
27,627
-12%
减持
IWO
ISHARES TR
-$986.5K
30,453
-8%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$966.5K
72,327
-36%
增持
GOOG
ALPHABET INC
+$942.3K
16,841
+19%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$939.8K
15,000
清仓
PLD
PROLOGIS INC.
-$931.7K
0
-100%
减持
SCZ
ISHARES TR
-$926.3K
28,795
-32%
减持
ITM
VANECK ETF TRUST
-$893.7K
450,936
-3%
增持
DBEF
DBX ETF TR
+$893.7K
29,584
+264%
增持
AMGN
AMGEN INC
+$882.1K
5,830
+76%
减持
HD
HOME DEPOT INC
-$856.2K
13,405
-6%
增持
TSLA
TESLA INC
+$845.6K
7,593
+103%
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$844.9K
24,146
增持
DFAS
DIMENSIONAL ETF TRUST
+$844.7K
34,890
+74%
增持
INDA
ISHARES TR
+$830.5K
133,138
+4%
建仓
SFNC
SIMMONS 1ST NATL CORP
+$810.9K
46,129
增持
AVGO
BROADCOM INC
+$809.1K
2,015
+10%
建仓
FANG
DIAMONDBACK ENERGY INC
+$792.1K
3,957
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$790.8K
146,132
-8%
减持
IVE
ISHARES TR
-$775.7K
43,137
-7%
增持
QQQ
INVESCO QQQ TR
+$774.9K
5,648
+30%
减持
MUB
ISHARES TR
-$768.3K
40,431
-14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$768.0K
137,032
+15%
增持
DGRW
WISDOMTREE TR
+$766.8K
88,772
+10%
增持
EFG
ISHARES TR
+$734.6K
32,299
+30%
增持
EWW
ISHARES INC
-$729.1K
107,364
+9%
增持
VUSB
VANGUARD BD INDEX FDS
+$704.8K
64,149
+29%
增持
ICSH
ISHARES TR
+$703.0K
63,314
+28%
减持
ICF
ISHARES TR
-$689.2K
26,533
-31%
增持
IEMG
ISHARES INC
+$679.1K
110,340
+9%
清仓
FFLC
FIDELITY COVINGTON TRUST
-$669.4K
0
-100%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$664.0K
432,876
-3%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$660.4K
5,988
-66%
增持
VTI
VANGUARD INDEX FDS
+$658.0K
6,149
+62%
增持
PSX
PHILLIPS 66
+$649.9K
10,217
+111%
清仓
AVUS
AMERICAN CENTY ETF TR
-$648.6K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$647.6K
7,066
+8%
建仓
EOG
EOG RES INC
+$641.0K
5,093
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$634.4K
0
-100%
建仓
NVDY
TIDAL TR II
+$615.5K
21,000
增持
CVX
CHEVRON CORP NEW
+$605.0K
40,695
+11%
增持
VIGI
VANGUARD WHITEHALL FDS
+$602.2K
27,445
+37%
增持
HYMB
SPDR SER TR
+$576.5K
458,766
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$567.4K
19,724
+15%
增持
—
MARATHON OIL CORP
+$544.6K
26,548
+247%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$542.6K
81,962
+51%
减持
CAT
CATERPILLAR INC
-$541.0K
4,603
-19%
增持
ORCL
ORACLE CORP
+$540.0K
12,975
+26%
清仓
IXC
ISHARES TR
-$538.0K
0
-100%
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP
+$537.7K
9,510
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$515.8K
14,691
+13%
增持
USHY
ISHARES TR
+$510.4K
239,574
+7%
增持
VUG
VANGUARD INDEX FDS
+$472.5K
10,944
+4%
减持
ESGU
ISHARES TR
-$466.7K
12,223
-27%
减持
BIL
SPDR SER TR
-$463.3K
4,966
-50%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$459.2K
62,772
+35%
增持
IWB
ISHARES TR
+$456.2K
25,610
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$443.5K
3,196
+34%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$442.5K
7,973
增持
FBND
FIDELITY MERRIMACK STR TR
+$435.8K
98,769
+12%
建仓
MAIN
MAIN STR CAP CORP
+$428.6K
8,489
减持
VNQ
VANGUARD INDEX FDS
-$420.9K
6,713
-41%
减持
IJS
ISHARES TR
-$416.2K
43,781
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$414.8K
22,455
+21%
增持
XLK
SELECT SECTOR SPDR TR
+$414.1K
6,271
+30%
增持
MPC
MARATHON PETE CORP
+$408.9K
11,435
+46%
增持
NFLX
NETFLIX INC
+$405.2K
1,728
+38%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$402.5K
6,194
+25%
建仓
FSLR
FIRST SOLAR INC
+$399.5K
1,772
建仓
PM
PHILIP MORRIS INTL INC
+$390.1K
3,850
建仓
MPLX
MPLX LP
+$384.4K
9,025
清仓
VST
VISTRA CORP
-$373.0K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$372.9K
1,253
+144%
建仓
SMAY
FIRST TR EXCHNG TRADED FD VI
+$370.5K
15,881
减持
SCHZ
SCHWAB STRATEGIC TR
-$363.1K
46,701
-14%
建仓
SCHW
SCHWAB CHARLES CORP
+$361.4K
4,904
减持
RWO
SPDR INDEX SHS FDS
-$358.3K
135,186
-3%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$352.7K
3,591
增持
WMT
WALMART INC
+$349.3K
40,913
+2%
减持
DOL
WISDOMTREE TR
-$348.9K
130,088
-3%
建仓
SOC
SABLE OFFSHORE CORP
+$346.8K
23,010
减持
FPE
FIRST TR EXCH TRADED FD III
-$344.8K
675,441
-3%
增持
IWR
ISHARES TR
-$332.6K
174,644
+1%
减持
JNJ
JOHNSON & JOHNSON
-$332.2K
16,297
-5%
建仓
LNG
CHENIERE ENERGY INC
+$330.2K
1,888
减持
MGK
VANGUARD WORLD FD
+$328.1K
20,250
-4%
增持
DIS
DISNEY WALT CO
-$323.6K
19,679
+6%
减持
FLOT
ISHARES TR
-$322.5K
16,321
-28%
建仓
INTU
INTUIT
+$322.2K
490
清仓
CMC
COMMERCIAL METALS CO
-$319.3K
0
-100%
增持
MO
ALTRIA GROUP INC
+$309.2K
16,569
+62%
增持
COST
COSTCO WHSL CORP NEW
+$306.7K
1,744
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$305.1K
3,580
+88%
