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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 24
增持 106
减持 18
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$36.5M
485,373
-25%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$30.2M
567,178
+476%
增持
IJH
ISHARES TR
+$28.1M
1,461,291
+37%
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。
减持
—
NOBLE CORP PLC
+$20.5M
1,301,679
-15%
增持
VTEB
VANGUARD MUN BD FDS
+$16.9M
705,710
+94%
增持
—
EXXON MOBIL CORP
+$15.4M
234,886
+16%
减持
IJR
ISHARES TR
-$15.2M
174,878
-43%
增持
EMXC
ISHARES INC
+$12.9M
1,058,392
+9%
建仓
DON
WISDOMTREE TR
+$12.1M
231,196
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$11.3M
950,226
+28%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$10.9M
169,904
减持
VLUE
ISHARES TR
-$10.7M
65,091
-55%
增持
IVV
ISHARES TR
+$10.2M
678,794
+7%
增持
AVGO
BROADCOM INC
+$9.4M
60,250
+125%
增持
LRCX
LAM RESEARCH CORP
+$8.8M
45,810
+675%
增持
FVAL
FIDELITY COVINGTON TRUST
+$8.6M
126,784
+4166%
增持
EFA
ISHARES TR
+$8.4M
147,775
+140%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$8.4M
97,009
+371%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$7.8M
0
-100%
增持
USIG
ISHARES TR
+$7.6M
1,692,140
+11%
增持
CVX
CHEVRON CORPORATION
+$7.2M
72,303
+43%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$7.0M
1,184,322
+14%
建仓
AVIV
AMERICAN CENTY ETF TR
+$6.1M
82,083
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$5.9M
128,662
+2495%
清仓
INVX
INNOVEX INTERNATIONAL INC
-$5.8M
0
-100%
增持
RTX
RTX CORPORATION
+$5.8M
43,273
+210%
增持
AAPL
APPLE INC
+$5.7M
204,904
+20%
增持
MBB
ISHARES TR
+$5.6M
804,256
+8%
增持
IWF
ISHARES TR
-$5.6M
124,047
+0%
增持
JPM
JPMORGAN CHASE & CO
+$5.2M
40,458
+96%
增持
JNJ
JOHNSON & JOHNSON
+$5.0M
37,925
+86%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$4.9M
47,752
+24%
减持
IEFA
ISHARES TR
-$4.8M
1,726,878
-4%
增持
SCHR
SCHWAB STRATEGIC TR
+$4.8M
2,381,002
+10%
增持
CMI
CUMMINS INC
+$4.7M
9,591
+1032%
增持
FENI
FIDELITY COVINGTON TRUST
+$4.5M
624,192
+22%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.3M
119,055
+245%
建仓
WSM
WILLIAMS SONOMA INC
+$4.2M
23,218
增持
KMI
KINDER MORGAN INC DEL
+$3.7M
151,774
+206%
增持
C
CITIGROUP INC
+$3.5M
38,401
+400%
建仓
DHS
WISDOMTREE TR
+$3.4M
31,409
增持
MSFT
MICROSOFT CORP
+$3.4M
68,587
+51%
增持
CSCO
CISCO SYS INC
+$3.4M
71,291
+159%
增持
GOOGL
ALPHABET INC
+$3.4M
55,449
+38%
减持
BBJP
J P MORGAN EXCHANGE TRADED F
-$3.4M
154,860
-27%
增持
WMB
WILLIAMS COS INC
+$3.3M
58,723
+266%
增持
PM
PHILIP MORRIS INTL INC
+$3.3M
24,316
+410%
增持
BLK
BLACKROCK INC
+$3.2M
4,306
+376%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$3.1M
771,998
+10%
增持
LMT
LOCKHEED MARTIN CORP
+$3.1M
6,808
+229%
增持
ABBV
ABBVIE INC
+$3.1M
33,518
+82%
建仓
DG
DOLLAR GEN CORP
+$3.0M
25,286
增持
AMGN
AMGEN INC
+$2.9M
14,120
+125%
增持
IUSB
ISHARES TR
+$2.9M
1,099,709
+7%
增持
DUK
DUKE ENERGY CORP NEW
+$2.9M
28,041
+314%
增持
NEE
NEXTERA ENERGY INC
+$2.9M
40,951
+253%
建仓
NSC
NORFOLK SOUTHN CORP
+$2.6M
9,133
增持
BAC
BANK AMERICA CORP
+$2.6M
91,780
+168%
增持
PEP
PEPSICO INC
+$2.6M
32,350
+89%
增持
MCD
MCDONALDS CORP
+$2.6M
15,600
+108%
增持
QQQ
INVESCO QQQ TR
+$2.5M
10,862
+79%
增持
SPYM
SPDR SERIES TRUST
-$2.5M
1,050,323
+2%
增持
HON
HONEYWELL INTL INC
+$2.5M
16,444
+160%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$2.5M
3,732
-92%
增持
GOOG
ALPHABET INC
+$2.3M
36,702
+40%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.3M
1,261,856
-10%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.3M
476,674
+12%
增持
QCOM
QUALCOMM INC
+$2.2M
27,042
+263%
增持
SDY
SPDR SERIES TRUST
+$2.2M
16,882
+747%
增持
COST
COSTCO WHOLESALE CORPORATION
+$2.1M
4,032
+82%
增持
META
META PLATFORMS INC
+$2.1M
21,849
+38%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.1M
52,753
+265%
增持
PAGP
PLAINS GP HLDGS L P
+$2.1M
104,454
+313%
增持
MRK
MERCK & CO INC
+$2.0M
30,754
+94%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.0M
110,100
+95%
增持
V
VISA INC
+$2.0M
16,732
+90%
增持
MET
METLIFE INC
+$1.9M
31,732
+719%
增持
LNG
CHENIERE ENERGY INC
+$1.9M
8,209
+289%
增持
MA
MASTERCARD INCORPORATED
+$1.9M
6,979
+152%
减持
IEMG
ISHARES INC
-$1.9M
204,962
-15%
建仓
AMT
AMERICAN TOWER CORP
+$1.8M
10,497
增持
—
MEDTRONIC PLC
+$1.8M
36,774
+148%
建仓
APD
AIR PRODUCTS AND CHEMICALS I
+$1.8M
6,040
增持
AMZN
AMAZON COM INC
+$1.7M
101,102
+21%
减持
ITM
VANECK ETF TRUST
-$1.7M
291,752
-10%
增持
MS
MORGAN STANLEY
+$1.7M
22,703
+100%
建仓
IDV
ISHARES TR
+$1.7M
40,087
增持
—
ACCENTURE PLC IRELAND
+$1.7M
11,758
+389%
增持
TJX
TJX COS INC NEW
+$1.7M
17,371
+144%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$1.7M
31,889
-63%
增持
VTV
VANGUARD INDEX FDS
+$1.7M
27,686
+40%
建仓
CORO
BLACKROCK ETF TRUST
+$1.6M
49,712
建仓
ACWX
ISHARES TR
+$1.6M
22,929
减持
MUB
ISHARES TR
-$1.5M
25,245
-36%
增持
PFE
PFIZER INC
+$1.5M
75,406
+218%
增持
PANW
PALO ALTO NETWORKS INC
+$1.5M
14,458
+210%
增持
CTVA
CORTEVA INC
+$1.5M
20,238
+461%
增持
TFC
TRUIST FINL CORP
+$1.4M
35,995
+749%
增持
WMT
WALMART INC
+$1.4M
53,279
+15%
建仓
SFBS
SERVISFIRST BANCSHARES INC
+$1.4M
19,795
减持
OEF
ISHARES TR
-$1.4M
1,134
-78%
增持
GD
GENERAL DYNAMICS CORP
+$1.4M
7,570
+116%
增持
ABT
ABBOTT LABORATORIES
+$1.4M
25,711
+162%
减持
DYNF
BLACKROCK ETF TRUST
-$1.4M
78,353
-20%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
12,630
+60%
减持
TFI
SPDR SERIES TRUST
-$1.4M
182,178
-13%
增持
EMR
EMERSON ELEC CO
+$1.3M
13,639
+305%
建仓
BLCR
BLACKROCK ETF TRUST
+$1.3M
32,585
增持
DVY
ISHARES TR
+$1.3M
10,751
+409%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$1.3M
13,146
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$1.3M
13,862
+198%
增持
LLY
ELI LILLY & CO
+$1.3M
7,977
+41%
增持
CME
CME GROUP INC
+$1.2M
5,975
+215%
增持
CAT
CATERPILLAR INC
+$1.2M
5,211
+20%
增持
UNP
UNION PAC CORP
+$1.2M
7,802
+148%
建仓
O
REALTY INCOME CORP
+$1.1M
18,633
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
12,021
+95%
减持
MPC
MARATHON PETE CORP
+$1.1M
13,986
-1%
增持
GOVT
ISHARES TR
+$1.1M
58,169
+506%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$1.1M
11,496
减持
IEF
ISHARES TR
-$1.1M
9,942
-52%
增持
SGOV
ISHARES TR
+$1.1M
45,777
+29%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.1M
637,834
+8%
增持
UPS
UNITED PARCEL SVCS INC
+$1.0M
23,775
+82%
增持
LOW
LOWES COS INC
+$1.0M
7,191
+151%
增持
KMB
KIMBERLY-CLARK CORP
+$997.9K
14,299
+278%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$984.6K
4,546
建仓
LH
LABCORP HOLDINGS INC
+$983.3K
3,685
增持
GE
GE AEROSPACE
+$982.6K
6,983
+115%
增持
SCHW
SCHWAB CHARLES CORP
+$981.5K
16,808
+181%
建仓
RSG
REPUBLIC SVCS INC
+$981.2K
4,480
建仓
EES
WISDOMTREE TR
+$980.8K
16,896
增持
EEM
ISHARES TR
+$962.6K
37,099
+77%
增持
NVDY
TIDAL TRUST II
+$960.2K
368,952
+41%
增持
MU
MICRON TECHNOLOGY INC
+$959.3K
5,088
+91%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$946.3K
468,957
+1%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$935.8K
5,299
+28%
增持
NKE
NIKE INC
+$929.8K
22,031
+500%
增持
UNH
UNITEDHEALTH GROUP INC
+$926.6K
7,744
+119%
增持
DFIV
DIMENSIONAL ETF TRUST
+$912.1K
98,346
+15%
增持
BKNG
BOOKING HOLDINGS INC
+$900.3K
337
+247%
增持
SCHG
SCHWAB STRATEGIC TR
+$898.5K
106,079
+58%
减持
EFV
ISHARES TR
-$873.1K
41,140
-25%
建仓
DEM
WISDOMTREE TR
+$865.5K
17,417
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$861.0K
2,994
增持
—
ASML HLDG NV
+$857.9K
1,512
+42%
增持
IGSB
ISHARES TR
+$854.5K
55,189
+43%
增持
PSX
PHILLIPS 66
+$851.7K
11,188
+22%
增持
ECL
ECOLAB INC
+$849.3K
4,098
+347%
建仓
YUM
YUM BRANDS INC
+$847.2K
5,449
