小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 20
增持 93
减持 35
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SCMB
SCHWAB STRATEGIC TR
+$37.7M
1,547,955
+1901%
增持
IVV
ISHARES TR
+$37.7M
618,683
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$36.6M
313,707
-71%
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
SPYM
SPDR SERIES TRUST
+$25.9M
1,039,233
+36%
减持
SPSM
SPDR SERIES TRUST
-$14.6M
187,950
-66%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$10.4M
486,716
+1140%
增持
AAPL
APPLE INC
+$10.2M
166,416
+6%
增持
IEFA
ISHARES TR
+$9.4M
1,943,248
+1%
减持
TFI
SPDR SERIES TRUST
-$9.3M
203,691
-51%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$8.6M
255,903
-40%
减持
NVDA
NVIDIA CORPORATION
+$7.0M
657,957
-10%
增持
IJH
ISHARES TR
+$6.4M
1,040,095
+5%
增持
USIG
ISHARES TR
+$4.8M
1,432,442
+5%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$4.8M
996,183
+4%
增持
EMXC
ISHARES INC
+$4.5M
951,666
+1%
减持
IWF
ISHARES TR
+$3.6M
123,923
-3%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.2M
720,681
+3%
减持
IWB
ISHARES TR
-$3.2M
12,962
-45%
建仓
HYD
VANECK ETF TRUST
+$3.2M
63,217
增持
IJR
ISHARES TR
+$3.2M
295,715
+1%
减持
VLUE
ISHARES TR
-$3.1M
147,446
-23%
增持
MBB
ISHARES TR
+$3.1M
709,399
+3%
增持
GOOGL
ALPHABET INC
+$3.0M
35,027
+11%
减持
HYMB
SPDR SERIES TRUST
-$2.9M
182,155
-39%
增持
MSFT
MICROSOFT CORP
+$2.7M
45,417
+8%
增持
—
NOBLE CORP PLC
+$2.7M
1,536,905
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$2.6M
38,291
+3%
增持
TSLA
TESLA INC
+$2.5M
14,846
+15%
增持
BGIG
ETF SER SOLUTIONS
+$2.5M
146,171
+102%
增持
VOO
VANGUARD INDEX FDS
+$2.4M
52,014
+0%
增持
DYNF
BLACKROCK ETF TRUST
+$2.3M
105,943
+45%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.3M
654,249
+7%
增持
SCHR
SCHWAB STRATEGIC TR
+$2.1M
2,051,937
+4%
增持
AVGO
BROADCOM INC
+$2.0M
26,046
+9%
减持
MGK
VANGUARD WORLD FD
-$2.0M
12,917
-34%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.8M
53,461
+112%
增持
NVDY
TIDAL TRUST II
+$1.7M
312,700
+49%
增持
GOOG
ALPHABET INC
+$1.7M
21,756
+6%
增持
BAI
BLACKROCK ETF TRUST
+$1.6M
65,529
+176%
增持
DGRW
WISDOMTREE TR
+$1.4M
126,872
+8%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.4M
98,532
-21%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.3M
1,379,041
-1%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$1.3M
447,374
+2%
减持
IWO
ISHARES TR
-$1.3M
19,766
-26%
减持
EFG
ISHARES TR
-$1.3M
8,141
-58%
增持
IVW
ISHARES TR
+$1.2M
45,455
+18%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
22,043
+8%
增持
CVX
CHEVRON CORP NEW
+$1.2M
46,798
+11%
增持
TBIL
RBB FD INC
+$1.2M
180,319
+15%
减持
FNDF
SCHWAB STRATEGIC TR
-$1.2M
26,687
-54%
增持
IUSB
ISHARES TR
+$1.2M
1,015,283
+1%
增持
GLD
SPDR GOLD TR
+$1.1M
9,864
+26%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.1M
117,064
+27%
增持
—
EXXON MOBIL CORP
+$1.1M
201,403
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.1M
65,059
-30%
增持
IEMG
ISHARES INC
+$1.1M
131,804
+4%
减持
EFA
ISHARES TR
-$1.1M
60,537
-19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
18,880
+8%
建仓
AXON
AXON ENTERPRISE INC
+$1.0M
1,413
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$1.0M
205,642
+1%
增持
ABBV
ABBVIE INC
+$1.0M
17,135
+7%
增持
AMZN
AMAZON COM INC
+$1.0M
80,500
+6%
建仓
ITA
ISHARES TR
+$980.3K
4,685
增持
OEF
ISHARES TR
+$970.3K
4,970
+121%
建仓
SHLD
GLOBAL X FDS
+$936.9K
13,339
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$868.4K
5,525
+153%
减持
IJS
ISHARES TR
-$867.0K
25,729
-31%
增持
JPM
JPMORGAN CHASE & CO.
+$858.7K
20,945
+6%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$842.6K
419,252
+2%
增持
JNJ
JOHNSON & JOHNSON
+$835.7K
19,821
+7%
减持
VO
VANGUARD INDEX FDS
-$823.9K
48,756
-10%
减持
TQQQ
PROSHARES TR
+$809.4K
88,500
-12%
建仓
URA
GLOBAL X FDS
+$783.0K
16,426
减持
SCHX
SCHWAB STRATEGIC TR
+$782.1K
425,277
-0%
增持
IGIB
ISHARES TR
+$768.2K
379,935
+2%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$765.1K
130,280
+2%
减持
VYM
VANGUARD WHITEHALL FDS
-$758.8K
14,079
-32%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$754.7K
14,387
建仓
GPIX
GOLDMAN SACHS ETF TR
+$754.7K
14,450
建仓
SPYI
NEOS ETF TRUST
+$749.9K
14,338
增持
FBND
FIDELITY MERRIMACK STR TR
+$698.4K
30,055
+99%
减持
EWW
ISHARES INC
+$669.2K
108,568
-2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$656.7K
48,311
+19%
建仓
SCHI
SCHWAB STRATEGIC TR
+$655.3K
28,394
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$649.9K
4,669
增持
UNH
UNITEDHEALTH GROUP INC
+$623.8K
3,375
+94%
建仓
AVEM
AMERICAN CENTY ETF TR
+$622.3K
8,285
增持
DFIV
DIMENSIONAL ETF TRUST
+$611.3K
78,334
+12%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$610.7K
8,210
+11%
建仓
FMUB
FIDELITY MERRIMACK STR TR
+$610.3K
12,000
增持
VEA
VANGUARD TAX-MANAGED FDS
+$607.9K
144,875
+2%
增持
QUAL
ISHARES TR
+$603.8K
37,625
+2%
建仓
SEPW
AIM ETF PRODUCTS TRUST
+$574.5K
18,293
增持
FPE
FIRST TR EXCH TRADED FD III
+$572.6K
736,046
+2%
增持
HD
HOME DEPOT INC
+$567.1K
13,490
+1%
增持
APP
APPLOVIN CORP
+$564.7K
1,086
+76%
增持
THRO
BLACKROCK ETF TRUST
+$563.6K
55,615
+28%
减持
IYW
ISHARES TR
-$557.1K
25,806
-20%
增持
AMLP
ALPS ETF TR
+$550.8K
37,502
+52%
增持
GLDM
WORLD GOLD TR
+$536.7K
14,301
+68%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$507.7K
5,269
+3%
增持
META
META PLATFORMS INC
+$503.8K
16,063
+5%
增持
BABA
ALIBABA GROUP HLDG LTD
+$502.2K
6,171
+16%
减持
ORCL
ORACLE CORP
+$494.3K
10,098
-6%
增持
AEM
AGNICO EAGLE MINES LTD
+$491.7K
5,109
+64%
增持
SCHZ
SCHWAB STRATEGIC TR
+$482.0K
109,314
+22%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$476.6K
48,272
-14%
增持
VLO
VALERO ENERGY CORP
+$473.7K
8,035
+21%
减持
IVE
ISHARES TR
+$473.6K
43,795
-0%
增持
ICSH
ISHARES TR
+$469.3K
55,724
+20%
减持
VUG
VANGUARD INDEX FDS
+$467.0K
14,336
-2%
减持
SCHB
SCHWAB STRATEGIC TR
-$464.3K
28,086
-44%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$450.3K
33,346
+36%
增持
ITM
VANECK ETF TRUST
+$449.3K
319,930
+1%
减持
DGRO
ISHARES TR
+$447.0K
116,651
-0%
增持
VUSB
VANGUARD BD INDEX FDS
+$441.1K
55,653
+19%
增持
SPTL
SPDR SERIES TRUST
+$439.4K
251,719
+5%
增持
RTX
RTX CORPORATION
+$424.7K
12,705
+9%
清仓
BITO
PROSHARES TR
-$418.0K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$417.1K
18,538
-15%
减持
GSLC
GOLDMAN SACHS ETF TR
+$417.1K
47,682
-0%
建仓
SLV
ISHARES SILVER TR
+$403.7K
9,528
增持
CAT
CATERPILLAR INC
+$401.8K
4,211
+2%
建仓
FTBD
FIDELITY MERRIMACK STR TR
+$400.0K
8,000
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$397.8K
65,782
+27%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$390.7K
5,113
+47%
增持
MPC
MARATHON PETE CORP
+$390.0K
14,075
+1%
减持
IWD
ISHARES TR
+$388.0K
56,259
-1%
增持
TLT
ISHARES TR
+$383.3K
8,263
+105%
减持
CI
THE CIGNA GROUP
-$375.6K
2,870
-21%
增持
SCHO
SCHWAB STRATEGIC TR
+$364.2K
577,821
+3%
建仓
MU
MICRON TECHNOLOGY INC
+$362.3K
2,165
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$360.9K
18,752
+10%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$359.3K
3,599
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$356.2K
43,869
+10%
增持
FNDX
SCHWAB STRATEGIC TR
+$355.3K
187,585
+1%
建仓
AIQ
GLOBAL X FDS
+$346.6K
7,018
增持
RWO
SPDR INDEX SHS FDS
+$341.3K
145,934
+2%
增持
—
EATON CORP PLC
+$340.8K
4,969
+17%
建仓
FCX
FREEPORT-MCMORAN INC
+$338.6K
8,633
增持
BX
BLACKSTONE INC
+$337.9K
15,155
+1%
增持
MS
MORGAN STANLEY
+$333.7K
11,430
+9%
建仓
ANET
ARISTA NETWORKS INC
+$330.0K
2,265
增持
PEP
PEPSICO INC
+$329.1K
17,853
+8%
增持
WMT
WALMART INC
+$322.2K
40,253
+3%
增持
ORI
OLD REP INTL CORP
+$316.5K
17,404
+58%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$313.1K
106,364
+3%
减持
DOL
WISDOMTREE TR
+$302.1K
121,058
-0%
清仓
EQH
EQUITABLE HLDGS INC
-$299.3K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$298.6K
6,739
+49%
