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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 23
增持 69
减持 49
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$54.0M
606,257
+6%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$20.6M
961,736
+81%
减持
NVDA
NVIDIA CORPORATION
+$20.6M
732,838
-17%
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
+$18.5M
1,919,424
+2%
清仓
FVAL
FIDELITY COVINGTON TRUST
-$15.0M
0
-100%
减持
TQQQ
PROSHARES TR
-$12.7M
100,500
-73%
增持
IJH
ISHARES TR
+$9.4M
990,856
+11%
增持
SPSM
SPDR SERIES TRUST
+$9.4M
547,383
+60%
减持
SPYM
SPDR SERIES TRUST
-$9.3M
763,291
-23%
增持
—
NOBLE CORP PLC
+$9.2M
1,536,888
+15%
增持
IWF
ISHARES TR
+$8.2M
128,270
+0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$8.1M
425,380
-27%
增持
EMXC
ISHARES INC
+$7.9M
946,525
+0%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$7.7M
127,471
+2449%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$7.5M
103,028
减持
NOBL
PROSHARES TR
-$7.3M
63,934
-53%
减持
AAPL
APPLE INC
-$6.9M
156,880
-11%
增持
MSFT
MICROSOFT CORP
+$6.3M
41,939
+8%
增持
VOO
VANGUARD INDEX FDS
+$6.3M
51,763
+15%
增持
IJR
ISHARES TR
+$6.0M
292,492
+18%
增持
USIG
ISHARES TR
+$4.9M
1,360,396
+7%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$4.4M
701,245
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$3.7M
37,086
+8%
减持
SCHF
SCHWAB STRATEGIC TR
+$3.2M
1,392,588
-0%
减持
SCHA
SCHWAB STRATEGIC TR
-$3.2M
77,734
-65%
增持
AMZN
AMAZON COM INC
+$2.9M
76,007
+5%
减持
—
EXXON MOBIL CORP
-$2.7M
200,571
-2%
增持
META
META PLATFORMS INC
+$2.7M
15,300
+2%
增持
MBB
ISHARES TR
+$2.6M
685,940
+4%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.5M
409,288
+15%
减持
AVGO
BROADCOM INC
+$2.5M
23,850
-3%
增持
VUG
VANGUARD INDEX FDS
+$2.3M
14,618
+33%
减持
VTEB
VANGUARD MUN BD FDS
-$2.2M
1,066,333
-3%
增持
SCHR
SCHWAB STRATEGIC TR
+$2.2M
1,974,812
+4%
建仓
SCMB
SCHWAB STRATEGIC TR
+$1.9M
77,355
增持
VLUE
ISHARES TR
+$1.9M
190,257
+3%
增持
IEMG
ISHARES INC
+$1.8M
126,764
+18%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.7M
612,874
+6%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.7M
29,026
-70%
增持
IYW
ISHARES TR
+$1.7M
32,386
+15%
增持
EFV
ISHARES TR
+$1.6M
69,854
+45%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.6M
426,335
+6%
建仓
THRO
BLACKROCK ETF TRUST
+$1.5M
43,338
增持
IUSB
ISHARES TR
+$1.5M
1,000,740
+3%
增持
IEF
ISHARES TR
+$1.4M
20,542
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
20,457
+15%
增持
IGIB
ISHARES TR
+$1.3M
371,222
+5%
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$1.2M
204,506
+1%
减持
MGK
VANGUARD WORLD FD
+$1.1M
19,684
-0%
减持
CVX
CHEVRON CORP NEW
-$1.1M
42,310
-1%
增持
TSLA
TESLA INC
+$1.1M
12,862
+11%
减持
EWW
ISHARES INC
+$1.1M
111,232
-0%
增持
GOOGL
ALPHABET INC
+$1.0M
31,418
+8%
减持
VO
VANGUARD INDEX FDS
+$1.0M
54,124
-1%
减持
IWR
ISHARES TR
+$1.0M
175,456
-1%
增持
VGT
VANGUARD WORLD FD
+$1.0M
7,134
+4%
增持
QQQ
INVESCO QQQ TR
+$917.0K
6,103
+17%
建仓
IAGG
ISHARES TR
+$887.0K
17,361
减持
JPM
JPMORGAN CHASE & CO.
+$848.5K
19,826
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$838.8K
124,720
+0%
建仓
TLTW
ISHARES TR
+$823.9K
35,543
增持
NFLX
NETFLIX INC
+$808.9K
1,807
+5%
增持
XTEN
BONDBLOXX ETF TRUST
+$797.6K
32,771
+113%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$792.9K
40,574
+12%
减持
AGG
ISHARES TR
-$783.3K
62,631
-11%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$773.2K
53,918
减持
ORCL
ORACLE CORP
+$751.2K
10,729
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$740.8K
1,736
-29%
增持
QUAL
ISHARES TR
+$727.6K
36,726
+5%
增持
DOL
WISDOMTREE TR
+$724.6K
121,448
+3%
减持
VB
VANGUARD INDEX FDS
-$703.1K
2,522
-57%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$693.9K
56,423
-25%
减持
ICSH
ISHARES TR
-$691.7K
46,513
-23%
减持
VUSB
VANGUARD BD INDEX FDS
-$689.9K
46,952
-23%
减持
BP
BP PLC
-$686.6K
27,024
-39%
减持
BGIG
ETF SER SOLUTIONS
-$686.3K
72,310
-26%
建仓
BAI
BLACKROCK ETF TRUST
+$685.7K
23,769
增持
IWV
ISHARES TR
+$684.9K
4,996
+48%
减持
IYE
ISHARES TR
-$674.8K
45,547
-18%
减持
IWO
ISHARES TR
+$669.8K
26,683
-2%
增持
DGRW
WISDOMTREE TR
+$661.6K
117,955
+2%
增持
FPE
FIRST TR EXCH TRADED FD III
+$647.0K
722,073
+4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$645.4K
39,837
+36%
清仓
MLN
VANECK ETF TRUST
-$638.9K
0
-100%
增持
EFA
ISHARES TR
+$638.3K
75,061
+1%
减持
ABBV
ABBVIE INC
-$597.6K
15,977
-6%
建仓
COF
CAPITAL ONE FINL CORP
+$580.6K
2,729
建仓
FMUN
FIDELITY MERRIMACK STR TR
+$573.8K
11,798
增持
GOOG
ALPHABET INC
+$572.0K
20,559
+4%
建仓
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$571.3K
31,065
增持
SCHD
SCHWAB STRATEGIC TR
+$563.0K
175,635
+20%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$539.8K
7,428
+8%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$533.8K
20,000
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$530.9K
10,588
减持
LLY
ELI LILLY & CO
-$520.2K
4,806
-7%
增持
DGRO
ISHARES TR
+$513.2K
117,214
+4%
减持
SGOV
ISHARES TR
-$511.9K
23,318
-18%
建仓
GSST
GOLDMAN SACHS ETF TR
+$501.0K
9,909
建仓
PULS
PGIM ETF TR
+$500.5K
10,059
增持
INDA
ISHARES TR
+$497.1K
109,527
+1%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$496.8K
2,188
增持
SCHO
SCHWAB STRATEGIC TR
+$482.9K
563,358
+3%
减持
TFI
SPDR SERIES TRUST
-$482.8K
416,232
-2%
减持
IWM
ISHARES TR
+$470.4K
33,039
-1%
增持
DYNF
BLACKROCK ETF TRUST
+$468.0K
73,102
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$448.4K
5,181
+86%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$443.2K
25,256
+33%
减持
MRK
MERCK & CO INC
-$418.3K
13,719
-18%
建仓
BITO
PROSHARES TR
+$418.0K
19,433
清仓
HODL
VANECK BITCOIN ETF
-$416.8K
0
-100%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$416.1K
26,092
+73%
减持
PEP
PEPSICO INC
-$402.3K
16,496
-4%
减持
HEFA
ISHARES TR
-$400.2K
230,338
-9%
减持
DFAS
DIMENSIONAL ETF TRUST
-$393.3K
27,720
-23%
清仓
TROW
PRICE T ROWE GROUP INC
-$388.5K
0
-100%
增持
—
EATON CORP PLC
+$388.2K
4,254
+2%
减持
SLB
SCHLUMBERGER LTD
-$383.3K
15,257
-29%
增持
TBIL
RBB FD INC
+$383.0K
156,894
+5%
建仓
INTU
INTUIT
+$381.6K
484
增持
IVE
ISHARES TR
+$377.6K
43,857
+2%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$350.6K
6,059
减持
CMCSA
COMCAST CORP NEW
-$349.6K
9,893
-48%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$347.0K
39,254
+70%
减持
NKE
NIKE INC
-$344.1K
5,381
-53%
清仓
HESM
HESS MIDSTREAM LP
-$335.9K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$335.5K
0
-100%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$334.3K
1,333
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$333.0K
5,541
-41%
清仓
TBLL
INVESCO EXCH TRADED FD TR II
-$332.2K
0
-100%
增持
AMLP
ALPS ETF TR
+$332.2K
24,748
+47%
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$327.0K
5,694
减持
MUB
ISHARES TR
-$326.3K
39,567
-6%
增持
MPC
MARATHON PETE CORP
+$323.8K
13,983
+2%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$323.3K
5,100
+5%
清仓
AES
AES CORP
-$323.0K
0
-100%
增持
VIGI
VANGUARD WHITEHALL FDS
+$315.5K
27,727
+5%
增持
SMH
VANECK ETF TRUST
+$315.1K
4,590
+1%
增持
NVDY
TIDAL TR II
+$314.3K
209,500
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$311.7K
7,332
-2%
建仓
DOW
DOW INC
+$311.2K
11,754
清仓
MPLX
MPLX LP
-$306.1K
0
-100%
增持
CAT
CATERPILLAR INC
+$305.4K
4,141
+5%
减持
SPMO
INVESCO EXCH TRADED FD TR II
+$304.8K
16,975
-2%
建仓
VST
VISTRA CORP
+$303.4K
1,566
减持
BND
VANGUARD BD INDEX FDS
-$302.6K
12,286
-25%
建仓
ARM
ARM HOLDINGS PLC
+$301.5K
1,864
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$300.1K
8,060
-3%
增持
SPHD
INVESCO EXCH TRADED FD TR II
-$299.9K
437,540
+4%
减持
IWD
ISHARES TR
+$294.9K
56,972
-0%
减持
FNDX
SCHWAB STRATEGIC TR
-$293.5K
186,558
-10%
