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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 19
增持 74
减持 37
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$293.4M
1,014,647
-70%
减持
—
SUPER MICRO COMPUTER INC
-$33.0M
760
-98%
增持
IVV
ISHARES TR
+$24.0M
524,008
+3%
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
USMV
ISHARES TR
+$15.3M
173,645
+2578%
增持
IEFA
ISHARES TR
+$13.6M
2,038,689
+2%
清仓
SPSM
SPDR SER TR
-$6.9M
0
-100%
增持
IJH
ISHARES TR
+$6.7M
1,052,778
+5%
增持
EMXC
ISHARES INC
+$4.8M
1,047,741
+5%
增持
USIG
ISHARES TR
+$4.0M
971,027
+4%
减持
SPYM
SPDR SER TR
-$4.0M
831,640
-12%
增持
MBB
ISHARES TR
+$3.8M
646,310
+2%
增持
IJR
ISHARES TR
+$3.8M
253,429
+4%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.6M
657,105
+4%
减持
AAPL
APPLE INC
+$3.4M
178,930
-2%
增持
IUSB
ISHARES TR
+$3.4M
760,414
+6%
增持
VTEB
VANGUARD MUN BD FDS
+$3.3M
1,052,700
+4%
增持
SCHR
SCHWAB STRATEGIC TR
+$2.9M
1,015,744
+2%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$2.8M
435,514
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.6M
661,381
+3%
减持
SLV
ISHARES SILVER TR
-$2.4M
7,079
-93%
增持
SCHA
SCHWAB STRATEGIC TR
+$2.1M
120,359
+40%
增持
EFV
ISHARES TR
+$2.0M
61,480
+117%
减持
FCX
FREEPORT-MCMORAN INC
-$2.0M
5,064
-89%
建仓
USFR
WISDOMTREE TR
+$1.8M
35,491
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.7M
172,580
+9%
增持
NOBL
PROSHARES TR
+$1.7M
132,213
+2%
清仓
EQT
EQT CORP
-$1.7M
0
-100%
增持
DGRW
WISDOMTREE TR
+$1.5M
101,652
+15%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$1.5M
356,582
+4%
清仓
CROX
CROCS INC
-$1.5M
0
-100%
增持
IWR
ISHARES TR
+$1.4M
176,627
+1%
增持
—
EXXON MOBIL CORP
+$1.4M
197,895
+5%
减持
ICSH
ISHARES TR
-$1.4M
35,899
-43%
增持
VOO
VANGUARD INDEX FDS
+$1.4M
44,461
+1%
减持
VUSB
VANGUARD BD INDEX FDS
-$1.4M
36,127
-44%
增持
SGOV
ISHARES TR
+$1.3M
19,682
+199%
增持
SPTL
SPDR SER TR
+$1.2M
516,716
+2%
减持
GDX
VANECK ETF TRUST
-$1.2M
8,676
-81%
清仓
TOL
TOLL BROTHERS INC
-$1.2M
0
-100%
增持
TFI
SPDR SER TR
+$1.1M
370,865
+4%
增持
META
META PLATFORMS INC
+$1.1M
13,508
+3%
增持
IGIB
ISHARES TR
+$1.1M
263,453
+4%
增持
NVDY
TIDAL TR II
+$1.1M
70,800
+237%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.1M
14,971
-34%
增持
TQQQ
PROSHARES TR
+$976.4K
210,376
+9%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$974.4K
43,584
-31%
减持
SUB
ISHARES TR
-$960.8K
41,124
-19%
清仓
MTUM
ISHARES TR
-$939.9K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$939.8K
0
-100%
增持
HYMB
SPDR SER TR
+$857.7K
476,920
+4%
增持
RWO
SPDR INDEX SHS FDS
+$839.4K
135,782
+0%
建仓
VV
VANGUARD INDEX FDS
+$767.2K
2,914
减持
IWD
ISHARES TR
+$738.3K
56,731
-1%
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$735.0K
194,673
+2%
增持
SOC
SABLE OFFSHORE CORP
+$733.3K
45,707
+99%
增持
TSLA
TESLA INC
+$724.5K
8,512
+12%
增持
DGRO
ISHARES TR
+$703.9K
120,420
+1%
增持
USHY
ISHARES TR
+$674.9K
248,783
+4%
增持
ITM
VANECK ETF TRUST
+$671.7K
454,583
+1%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$666.9K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$658.3K
14,415
-2%
减持
VO
VANGUARD INDEX FDS
+$647.4K
56,771
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$633.4K
140,230
+2%
减持
GOOGL
ALPHABET INC
-$629.9K
29,263
-3%
减持
MLN
VANECK ETF TRUST
-$617.8K
61,721
-37%
增持
FPE
FIRST TR EXCH TRADED FD III
+$594.2K
680,655
+1%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$592.8K
46,373
-36%
减持
HD
HOME DEPOT INC
+$589.5K
12,843
-4%
增持
INDA
ISHARES TR
+$587.8K
136,925
+3%
建仓
IAU
ISHARES GOLD TR
+$571.0K
11,489
减持
SPY
SPDR S&P 500 ETF TR
+$569.5K
38,157
-3%
增持
VTV
VANGUARD INDEX FDS
+$534.5K
21,798
+7%
增持
NEE
NEXTERA ENERGY INC
+$531.6K
12,684
+66%
清仓
SMMD
ISHARES TR
-$517.1K
0
-100%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$510.0K
54,380
+54%
增持
XLK
SELECT SECTOR SPDR TR
+$505.2K
8,522
+36%
增持
EFA
ISHARES TR
+$504.3K
92,460
+0%
建仓
FDLO
FIDELITY COVINGTON TRUST
+$501.2K
8,170
增持
BX
BLACKSTONE INC
+$487.8K
16,125
+1%
建仓
AXP
AMERICAN EXPRESS CO
+$484.5K
1,786
增持
AMZN
AMAZON COM INC
-$479.4K
70,656
+0%
增持
IWB
ISHARES TR
+$477.9K
25,757
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$477.4K
137,894
-0%
增持
ABBV
ABBVIE INC
+$476.3K
16,022
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$474.3K
7,626
+9%
清仓
EFAV
ISHARES TR
-$470.4K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$468.6K
12,598
清仓
SPYG
SPDR SER TR
-$453.1K
0
-100%
增持
—
BLACKROCK INC
+$452.2K
1,063
+50%
减持
IWF
ISHARES TR
+$435.9K
132,127
-2%
增持
XLC
SELECT SECTOR SPDR TR
+$432.1K
10,498
+74%
清仓
MAIN
MAIN STR CAP CORP
-$428.6K
0
-100%
减持
WMT
WALMART INC
+$420.9K
39,519
-3%
减持
DOL
WISDOMTREE TR
+$413.4K
129,923
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$407.6K
15,476
+94%
减持
IWM
ISHARES TR
+$406.2K
36,039
-3%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$388.2K
91,682
+12%
减持
PSX
PHILLIPS 66
-$385.6K
8,039
-21%
减持
VBR
VANGUARD INDEX FDS
+$380.8K
27,011
-2%
清仓
IMTM
ISHARES TR
-$376.8K
0
-100%
增持
RTX
RTX CORPORATION
+$366.8K
14,893
+4%
建仓
RSJN
FIRST TR EXCHNG TRADED FD VI
+$358.9K
11,143
增持
AVGO
BROADCOM INC
+$355.0K
20,811
+933%
增持
PM
PHILIP MORRIS INTL INC
+$354.9K
6,137
+59%
增持
KO
COCA COLA CO
+$353.2K
33,919
+4%
减持
SCZ
ISHARES TR
-$344.7K
21,126
-27%
建仓
EMR
EMERSON ELEC CO
+$340.3K
3,111
增持
GJUL
FIRST TR EXCHNG TRADED FD VI
+$336.5K
21,581
+70%
清仓
PSTG
PURE STORAGE INC
-$334.2K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$332.4K
16,749
+3%
减持
ORCL
ORACLE CORP
+$331.7K
12,698
-2%
建仓
SMLF
ISHARES TR
+$331.1K
4,990
增持
FNDX
SCHWAB STRATEGIC TR
+$330.5K
66,917
+0%
增持
GSLC
GOLDMAN SACHS ETF TR
+$328.9K
52,772
+0%
减持
INTC
INTEL CORP
-$327.9K
10,876
-42%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$327.3K
5,273
增持
UNP
UNION PAC CORP
+$327.1K
3,682
+44%
清仓
—
VERTEX ENERGY INC
-$324.1K
0
-100%
建仓
HESM
HESS MIDSTREAM LP
+$321.8K
9,124
增持
SCHD
SCHWAB STRATEGIC TR
+$320.0K
44,365
+1%
减持
GOOG
ALPHABET INC
-$319.1K
16,567
-2%
建仓
WELL
WELLTOWER INC
+$316.8K
2,474
建仓
GIS
GENERAL MLS INC
+$316.3K
4,283
建仓
DASH
DOORDASH INC
+$316.0K
2,214
减持
IVW
ISHARES TR
-$301.7K
46,206
-10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$298.4K
17,813
+1%
建仓
APD
AIR PRODS & CHEMS INC
+$297.8K
1,000
增持
MSFT
MICROSOFT CORP
-$297.6K
38,872
+2%
增持
SCHO
SCHWAB STRATEGIC TR
+$296.0K
188,345
+2%
增持
BINC
BLACKROCK ETF TRUST II
+$294.8K
17,212
+43%
建仓
UBER
UBER TECHNOLOGIES INC
+$291.6K
3,880
减持
MPC
MARATHON PETE CORP
-$285.0K
10,428
-9%
建仓
DELL
DELL TECHNOLOGIES INC
+$283.3K
2,390
清仓
XSOE
WISDOMTREE TR
-$282.4K
0
-100%
增持
GLD
SPDR GOLD TR
+$275.0K
9,613
+0%
清仓
TIP
ISHARES TR
-$274.3K
0
-100%
减持
MCD
MCDONALDS CORP
+$271.0K
6,807
-4%
清仓
KVUE
KENVUE INC
-$270.5K
0
-100%
增持
PFXF
VANECK ETF TRUST
+$269.3K
63,304
+24%
清仓
DVN
DEVON ENERGY CORP NEW
-$269.2K
0
-100%
建仓
SWK
STANLEY BLACK & DECKER INC
+$268.5K
2,438
增持
PSA
PUBLIC STORAGE OPER CO
+$265.3K
3,178
+3%
减持
AGG
ISHARES TR
+$261.7K
77,629
-1%
减持
NVO
NOVO-NORDISK A S
-$258.4K
10,003
-1%
增持
CVX
CHEVRON CORP NEW
-$256.8K
41,480
+2%
增持
—
MEDTRONIC PLC
+$254.5K
13,629
+10%
减持
FANG
DIAMONDBACK ENERGY INC
-$254.4K
3,119
-21%
清仓
—
LAM RESEARCH CORP
-$253.7K
0
-100%
清仓
PXF
INVESCO EXCH TRADED FD TR II
-$251.8K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$249.2K
1,208
