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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 82
减持 38
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$19.1M
632,445
+2%
建仓
FENI
FIDELITY COVINGTON TRUST
+$18.7M
511,125
减持
IEFA
ISHARES TR
-$8.5M
1,801,278
-7%
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
IEMG
ISHARES INC
+$7.5M
240,587
+83%
清仓
EWW
ISHARES INC
-$7.4M
0
-100%
增持
EMXC
ISHARES INC
+$6.1M
968,498
+2%
增持
TBIL
RBB FD INC
+$5.9M
299,095
+66%
建仓
INVX
INNOVEX INTERNATIONAL INC
+$5.8M
266,162
增持
USIG
ISHARES TR
+$4.3M
1,527,919
+7%
增持
GOOGL
ALPHABET INC
+$4.0M
40,060
+14%
增持
AAPL
APPLE INC
+$3.9M
170,387
+2%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$3.5M
1,036,358
+4%
增持
MBB
ISHARES TR
+$3.3M
743,187
+5%
增持
SCHR
SCHWAB STRATEGIC TR
+$3.0M
2,174,011
+6%
增持
GOOG
ALPHABET INC
+$2.9M
26,134
+20%
增持
IJH
ISHARES TR
+$2.7M
1,069,417
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$2.6M
364,241
+16%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.5M
98,488
-32%
减持
GSLC
GOLDMAN SACHS ETF TR
-$2.5M
28,063
-41%
减持
QUAL
ISHARES TR
-$2.4M
24,646
-34%
减持
FNDX
SCHWAB STRATEGIC TR
-$2.3M
95,367
-49%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.1M
701,185
+7%
增持
LLY
ELI LILLY & CO
+$2.0M
5,639
+7%
增持
IJR
ISHARES TR
+$1.8M
307,520
+4%
增持
—
EXXON MOBIL CORP
+$1.7M
202,894
+1%
增持
AMZN
AMAZON COM INC
+$1.6M
83,709
+4%
减持
NVDA
NVIDIA CORPORATION
-$1.6M
649,508
-1%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.6M
742,675
+3%
增持
MSFT
MICROSOFT CORP
-$1.6M
45,423
+0%
减持
VLUE
ISHARES TR
+$1.5M
145,951
-1%
减持
SPYM
SPDR SERIES TRUST
+$1.5M
1,033,682
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.4M
1,395,650
+1%
减持
NVDY
TIDAL TRUST II
-$1.4M
262,070
-16%
减持
META
META PLATFORMS INC
-$1.4M
15,797
-2%
增持
IVE
ISHARES TR
+$1.3M
48,978
+12%
增持
SGOV
ISHARES TR
+$1.2M
35,392
+54%
清仓
—
UNILEVER PLC
-$1.1M
0
-100%
建仓
ETHT
PROSHARES TR
+$1.1M
29,300
建仓
UL
UNILEVER PLC
+$1.1M
16,341
增持
WMT
WALMART INC
+$1.0M
46,462
+15%
增持
FMUB
FIDELITY MERRIMACK STR TR
+$969.4K
31,000
+158%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$964.4K
47,628
-27%
减持
DFAS
DIMENSIONAL ETF TRUST
-$939.4K
13,970
-50%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$919.2K
0
-100%
减持
COWZ
PACER FDS TR
-$840.1K
20,903
-43%
减持
SCMB
SCHWAB STRATEGIC TR
-$838.3K
1,506,400
-3%
增持
WFC
WELLS FARGO CO NEW
+$832.6K
17,208
+87%
增持
HD
HOME DEPOT INC
-$791.2K
13,586
+1%
增持
ORCL
ORACLE CORP
-$781.1K
10,563
+5%
增持
DFIV
DIMENSIONAL ETF TRUST
+$665.9K
85,744
+9%
增持
AVGO
BROADCOM INC
+$662.2K
26,741
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$659.8K
38,374
+0%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$657.7K
85,092
-27%
建仓
SDOW
PROSHARES TR
+$639.0K
20,000
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$635.7K
7,911
+43%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$627.1K
20,131
+7%
增持
NFLX
NETFLIX INC
-$617.4K
21,338
+877%
清仓
—
KELLANOVA
-$603.4K
0
-100%
增持
GLD
SPDR GOLD TR
+$602.2K
10,367
+5%
清仓
—
ISHARES TR
-$551.3K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$545.4K
20,394
+3%
减持
VOO
VANGUARD INDEX FDS
+$543.1K
51,657
-1%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$537.4K
0
-100%
增持
AMLP
ALPS ETF TR
+$531.4K
48,732
+30%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$515.1K
133,550
+3%
增持
AVEM
AMERICAN CENTY ETF TR
+$513.9K
14,752
+78%
减持
SCHZ
SCHWAB STRATEGIC TR
-$506.2K
88,120
-19%
清仓
—
STELLAR BANCORP INC
-$502.2K
0
-100%
减持
USFR
WISDOMTREE TR
-$496.7K
71,230
-12%
增持
CAT
CATERPILLAR INC
+$484.2K
4,353
+3%
增持
DOL
WISDOMTREE TR
+$483.6K
121,793
+1%
增持
QQQI
NEOS ETF TRUST
+$479.5K
14,203
+170%
减持
ZTS
ZOETIS INC
-$476.2K
1,774
-63%
增持
IUSB
ISHARES TR
+$465.2K
1,028,988
+1%
增持
IGIB
ISHARES TR
+$458.8K
389,932
+3%
增持
CVX
CHEVRON CORP NEW
+$458.6K
50,692
+8%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$450.0K
247,572
-3%
增持
RTX
RTX CORPORATION
+$432.6K
13,950
+10%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$431.2K
54,562
+13%
建仓
RSSE
FIRST TR EXCHNG TRADED FD VI
+$428.9K
20,038
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$428.4K
213,421
+4%
减持
IWF
ISHARES TR
+$420.7K
123,532
-0%
增持
MPC
MARATHON PETE CORP
-$416.8K
14,118
+0%
减持
VO
VANGUARD INDEX FDS
-$412.3K
47,927
-2%
建仓
BITW
BITWISE 10 CRYPTO INDEX ETF
+$404.8K
6,889
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$402.3K
426,969
+2%
增持
MU
MICRON TECHNOLOGY INC
+$397.4K
2,662
+23%
减持
ICSH
ISHARES TR
-$394.8K
48,106
-14%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$391.7K
45,265
-15%
减持
EFV
ISHARES TR
-$389.7K
55,060
-14%
减持
SOC
SABLE OFFSHORE CORP
-$387.7K
45,874
-0%
增持
MRK
MERCK & CO INC
+$372.1K
15,829
+3%
建仓
NVBW
AIM ETF PRODUCTS TRUST
+$369.6K
10,923
增持
INDA
ISHARES TR
+$368.4K
115,499
+2%
增持
QQQ
INVESCO QQQ TR
+$368.0K
6,071
+8%
减持
VUSB
VANGUARD BD INDEX FDS
-$366.4K
48,476
-13%
增持
FPE
FIRST TR EXCH TRADED FD III
+$362.5K
756,752
+3%
增持
ITM
VANECK ETF TRUST
+$360.8K
323,781
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$357.1K
6,155
+4%
减持
AGG
ISHARES TR
-$356.9K
57,148
-6%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$351.1K
49,457
+13%
减持
IWD
ISHARES TR
+$345.7K
56,097
-0%
增持
ARCC
ARES CAPITAL CORP
+$344.8K
28,914
+146%
减持
XTEN
BONDBLOXX ETF TRUST
-$344.2K
31,722
-18%
增持
BAC
BANK AMERICA CORP
+$341.9K
34,208
+15%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$340.9K
19,247
清仓
XRMMX
RIVERNORTH MANAGED DUR MUN I
-$339.4K
0
-100%
增持
TFI
SPDR SERIES TRUST
+$337.4K
210,449
+3%
减持
IVW
ISHARES TR
-$335.7K
41,794
-8%
建仓
YSEP
FIRST TR EXCHNG TRADED FD VI
+$329.8K
12,679
增持
SCHO
SCHWAB STRATEGIC TR
+$328.7K
592,021
+2%
减持
XLF
SELECT SECTOR SPDR TR
-$327.0K
13,636
-32%
增持
VTV
VANGUARD INDEX FDS
+$323.3K
19,794
+7%
增持
AMGN
AMGEN INC
+$319.3K
6,274
+2%
增持
CSCO
CISCO SYS INC
+$318.3K
27,481
+5%
增持
MTUM
ISHARES TR
+$316.8K
3,264
+67%
减持
DYNF
BLACKROCK ETF TRUST
-$304.5K
98,131
-7%
减持
—
EATON CORP PLC
-$300.6K
4,895
-1%
减持
EFG
ISHARES TR
-$298.2K
5,520
-32%
增持
FCX
FREEPORT-MCMORAN INC
+$295.1K
12,476
+45%
减持
CAH
CARDINAL HEALTH INC
+$294.9K
6,242
-1%
增持
SLV
ISHARES SILVER TR
+$293.6K
10,824
+14%
减持
—
LINDE PLC
-$286.6K
3,423
-7%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$277.1K
58,318
+21%
增持
KO
COCA COLA CO
+$272.7K
33,009
+8%
增持
COST
COSTCO WHSL CORP NEW
+$269.2K
2,218
+25%
清仓
MDLZ
MONDELEZ INTL INC
-$267.6K
0
-100%
建仓
NUE
NUCOR CORP
+$264.5K
1,621
建仓
WBD
WARNER BROS DISCOVERY INC
+$259.1K
8,992
增持
DGRO
ISHARES TR
+$259.0K
118,131
+1%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$258.8K
6,635
增持
EFA
ISHARES TR
+$256.3K
61,528
+2%
清仓
MSTR
STRATEGY INC
-$256.0K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$253.1K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$248.6K
5,823
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$248.5K
66,843
-13%
清仓
ETHU
VOLATILITY SHS TR
-$246.5K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$244.9K
8,352
+2%
增持
PULS
PGIM ETF TR
+$244.7K
15,043
+50%
建仓
—
ASTRAZENECA PLC
+$243.8K
2,652
增持
VXUS
VANGUARD STAR FDS
+$243.4K
15,922
+22%
增持
ORI
OLD REP INTL CORP
+$243.3K
21,525
+24%
增持
LRCX
LAM RESEARCH CORP
+$241.6K
5,914
+3%
增持
BX
BLACKSTONE INC
-$241.1K
15,233
+1%
清仓
ARM
ARM HOLDINGS PLC
-$235.4K
0
-100%
增持
ABBV
ABBVIE INC
+$235.2K
18,393
+7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$234.8K
32,768
+14%
增持
T
AT&T INC
-$231.5K
74,348
+1%
清仓
—
SYNOVUS FINL CORP
-$231.3K
0
-100%
清仓
HOOD
ROBINHOOD MKTS INC
-$228.4K
0
-100%
