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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 24
增持 71
减持 36
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$27.7M
560,462
+7%
减持
USMV
ISHARES TR
-$15.2M
7,333
-96%
建仓
SPSM
SPDR SER TR
+$14.9M
331,836
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
-$9.8M
2,123,981
+4%
减持
—
NOBLE CORP PLC
-$6.2M
1,312,391
-0%
增持
EMXC
ISHARES INC
-$5.5M
1,054,968
+1%
减持
NVDA
NVIDIA CORPORATION
-$4.8M
881,583
-13%
建仓
TBIL
RBB FD INC
+$4.0M
80,426
增持
IWF
ISHARES TR
+$3.5M
132,134
+0%
增持
AAPL
APPLE INC
+$3.3M
179,572
+0%
增持
IJH
ISHARES TR
+$2.9M
1,099,267
+4%
增持
AMZN
AMAZON COM INC
+$2.5M
71,435
+1%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.4M
691,132
+5%
增持
IJR
ISHARES TR
+$2.2M
276,320
+9%
增持
AVGO
BROADCOM INC
+$1.9M
23,518
+13%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.9M
184,135
+7%
增持
SPYM
SPDR SER TR
+$1.8M
840,241
+1%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.7M
1,380,794
+109%
增持
ICSH
ISHARES TR
+$1.5M
65,250
+82%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.5M
65,954
+83%
增持
TSLA
TESLA INC
+$1.3M
8,771
+3%
增持
IEF
ISHARES TR
-$1.3M
19,103
+3%
增持
USFR
WISDOMTREE TR
+$1.2M
59,735
+68%
减持
DOL
WISDOMTREE TR
-$1.2M
118,156
-9%
增持
USIG
ISHARES TR
+$1.2M
1,038,598
+7%
增持
—
EXXON MOBIL CORP
-$1.1M
205,231
+4%
增持
SPTL
SPDR SER TR
-$1.1M
532,673
+3%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.1M
127,728
-4%
减持
TQQQ
PROSHARES TR
-$1.0M
179,734
-15%
清仓
—
BLACKROCK INC
-$1.0M
0
-100%
减持
ITM
VANECK ETF TRUST
-$999.1K
441,292
-3%
清仓
SFNC
SIMMONS 1ST NATL CORP
-$993.6K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$992.8K
32,289
+62%
增持
SPHD
INVESCO EXCH TRADED FD TR II
-$977.9K
435,645
+0%
增持
—
LINDE PLC
+$928.4K
3,232
+263%
增持
NOBL
PROSHARES TR
-$920.1K
132,546
+0%
增持
META
META PLATFORMS INC
+$885.1K
14,718
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$860.6K
17,575
+40%
增持
SPY
SPDR S&P 500 ETF TR
+$855.9K
38,815
+2%
增持
GOOG
ALPHABET INC
+$846.3K
18,988
+15%
减持
EFA
ISHARES TR
-$844.7K
91,096
-1%
增持
DGRW
WISDOMTREE TR
+$842.0K
114,920
+13%
增持
VTEB
VANGUARD MUN BD FDS
-$835.1K
1,056,831
+0%
建仓
BLK
BLACKROCK INC
+$814.9K
795
增持
GOOGL
ALPHABET INC
+$805.8K
29,894
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$790.2K
33,874
+45%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$763.6K
15,092
-67%
减持
AGG
ISHARES TR
-$754.0K
73,348
-6%
增持
IUSB
ISHARES TR
-$698.3K
777,266
+2%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$668.1K
18,831
减持
RWO
SPDR INDEX SHS FDS
-$663.3K
135,007
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$622.7K
19,919
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$606.5K
2,410
-23%
建仓
CHRD
CHORD ENERGY CORPORATION
+$601.8K
5,147
增持
BBJP
J P MORGAN EXCHANGE TRADED F
-$591.4K
199,468
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$555.3K
3,632
-40%
减持
IEMG
ISHARES INC
-$553.2K
99,526
-1%
清仓
—
MARATHON OIL CORP
-$541.3K
0
-100%
减持
MLN
VANECK ETF TRUST
-$535.6K
33,214
-46%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$524.9K
54,132
+24%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$523.7K
100,346
-3%
建仓
APP
APPLOVIN CORP
+$497.7K
1,537
增持
MBB
ISHARES TR
-$496.1K
670,014
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$495.9K
15,731
+9%
增持
INDA
ISHARES TR
-$488.3K
142,970
+4%
增持
WMT
WALMART INC
+$473.4K
40,559
+3%
清仓
EFXT
ENERFLEX LTD
-$455.4K
0
-100%
增持
V
VISA INC
+$450.8K
8,900
+4%
减持
VOO
VANGUARD INDEX FDS
+$447.4K
44,372
-0%
建仓
BGIG
ETF SER SOLUTIONS
+$446.0K
15,200
减持
SHEL
SHELL PLC
-$439.4K
21,743
-20%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$432.3K
12,497
建仓
LRCX
LAM RESEARCH CORP
+$431.9K
5,980
增持
EWW
ISHARES INC
-$428.1K
122,971
+7%
增持
COP
CONOCOPHILLIPS
+$427.8K
17,521
+41%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$413.3K
0
-100%
增持
SMH
VANECK ETF TRUST
+$411.7K
4,475
+63%
增持
SGOV
ISHARES TR
+$404.4K
23,792
+21%
清仓
AN
AUTONATION INC
-$404.4K
0
-100%
减持
MGK
VANGUARD WORLD FD
+$392.4K
19,888
-1%
建仓
XCEM
COLUMBIA ETF TR II
+$388.6K
13,128
建仓
AEP
AMERICAN ELEC PWR CO INC
+$372.2K
4,036
建仓
DXPE
DXP ENTERPRISES INC
+$371.3K
4,494
减持
AMGN
AMGEN INC
-$370.6K
5,826
-1%
增持
NFLX
NETFLIX INC
+$370.4K
1,766
+4%
增持
KMI
KINDER MORGAN INC DEL
+$368.5K
50,689
+10%
建仓
JTEK
J P MORGAN EXCHANGE TRADED F
+$364.6K
4,819
减持
ALL
ALLSTATE CORP
-$364.5K
3,493
-36%
增持
XLF
SELECT SECTOR SPDR TR
+$357.1K
20,264
+48%
减持
SCZ
ISHARES TR
-$356.5K
17,675
-16%
清仓
DOW
DOW INC
-$355.8K
0
-100%
减持
NVO
NOVO-NORDISK A S
-$348.6K
9,794
-2%
减持
PEP
PEPSICO INC
-$344.8K
17,673
-1%
增持
SCHO
SCHWAB STRATEGIC TR
+$343.2K
397,685
+111%
增持
—
ASML HOLDING N V
+$342.9K
793
+220%
建仓
NEAR
ISHARES U S ETF TR
+$341.2K
6,757
清仓
LNT
ALLIANT ENERGY CORP
-$339.5K
0
-100%
减持
ED
CONSOLIDATED EDISON INC
-$338.3K
8,141
-20%
建仓
STIP
ISHARES TR
+$331.9K
3,299
减持
—
MEDTRONIC PLC
-$331.2K
11,216
-18%
减持
EFV
ISHARES TR
-$330.0K
61,120
-1%
减持
UAL
UNITED AIRLS HLDGS INC
+$325.8K
8,372
-2%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$322.1K
59,268
+9%
增持
BX
BLACKSTONE INC
+$321.3K
16,184
+0%
减持
IVE
ISHARES TR
-$318.3K
39,501
-1%
减持
RTX
RTX CORPORATION
-$318.1K
12,844
-14%
清仓
—
SUPER MICRO COMPUTER INC
-$316.5K
0
-100%
减持
MRK
MERCK & CO INC
-$315.9K
17,030
-4%
清仓
HRL
HORMEL FOODS CORP
-$313.7K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$307.9K
55,541
-2%
增持
SCHR
SCHWAB STRATEGIC TR
+$305.8K
2,128,548
+110%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$303.9K
366,671
+3%
增持
KO
COCA COLA CO
-$302.5K
34,291
+1%
减持
—
BUNGE GLOBAL SA
-$300.0K
2,945
-46%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$299.1K
19,284
+42%
清仓
ARTNA
ARTESIAN RES CORP
-$298.4K
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$298.1K
23,441
+36%
清仓
UBER
UBER TECHNOLOGIES INC
-$291.6K
0
-100%
建仓
GLDM
WORLD GOLD TR
+$286.0K
5,502
建仓
VTES
VANGUARD WELLINGTON FD
+$285.4K
2,847
清仓
DELL
DELL TECHNOLOGIES INC
-$283.3K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$282.7K
6,750
+12%
增持
JAAA
JANUS DETROIT STR TR
+$281.9K
11,681
+91%
增持
FEZ
SPDR INDEX SHS FDS
+$276.4K
10,782
+136%
增持
EFG
ISHARES TR
+$275.9K
34,731
+21%
减持
FDX
FEDEX CORP
-$275.9K
1,313
-44%
减持
MPLX
MPLX LP
-$271.9K
5,610
-54%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$270.5K
19,876
+28%
建仓
GPC
GENUINE PARTS CO
+$270.5K
2,316
建仓
DRI
DARDEN RESTAURANTS INC
+$269.8K
1,445
增持
ABBV
ABBVIE INC
-$267.7K
16,298
+2%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$262.7K
4,121
清仓
CGW
INVESCO EXCH TRADED FD TR II
-$262.5K
0
-100%
建仓
ENOV
ENOVIS CORPORATION
+$262.3K
5,978
增持
IWB
ISHARES TR
+$261.6K
25,948
+1%
减持
SO
SOUTHERN CO
-$260.9K
4,778
-34%
清仓
EDV
VANGUARD WORLD FD
-$260.5K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$258.8K
146,742
+231%
清仓
INTC
INTEL CORP
-$255.2K
0
-100%
增持
MS
MORGAN STANLEY
+$254.6K
10,370
+3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$253.9K
19,012
+37%
建仓
IBDR
ISHARES TR
+$251.2K
10,435
增持
USHY
ISHARES TR
+$250.1K
261,397
+5%
建仓
KALU
KAISER ALUMINUM CORP
+$249.9K
3,557
建仓
MTUM
ISHARES TR
+$249.6K
1,206
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$249.0K
0
-100%
增持
CRM
SALESFORCE INC
+$243.6K
2,532
+15%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$243.5K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$242.5K
17,092
+2%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$241.3K
0
-100%
