Avidian Wealth Enterprises, LLC
Houston TX · SEC CIK 0001471474
$31.61亿2026Q1 申报市值
676持仓数
39.0%前十大占比 · 第一大 14.0%
117 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$3,014.50万
VEA 加仓+$3,003.37万
IJH 加仓+$2,643.62万
VTEB 加仓+$1,703.59万
JQUA 加仓+$1,272.70万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$2,951.46万
IJR 减仓-$1,648.88万
NE 减仓-$1,151.77万
VLUE 减仓-$1,149.76万
SPLV 清仓-$783.47万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -109,699 | -100.0% | -$783.47万 | 清仓 |
| INVX | INNOVEX INTERNATIONAL INC | $0 | 0.00% | 0 | -266,162 | -100.0% | -$582.10万 | 清仓 |
| IEF | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -14,000 | -100.0% | -$134.62万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -34,143 | -100.0% | -$80.75万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -7,202 | -100.0% | -$66.77万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -20,000 | -100.0% | -$63.90万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -14,128 | -100.0% | -$58.04万 | 清仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -3,012 | -100.0% | -$37.04万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -7,595 | -100.0% | -$31.67万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -3,236 | -100.0% | -$31.16万 | 清仓 |
| HRI | HERC HLDGS INC | $0 | 0.00% | 0 | -2,055 | -100.0% | -$30.49万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -2,397 | -100.0% | -$24.54万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,326 | -100.0% | -$24.38万 | 清仓 |
| SLG | SL GREEN RLTY CORP | $0 | 0.00% | 0 | -5,023 | -100.0% | -$23.04万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DCI | DONALDSON INC | $0 | 0.00% | 0 | -2,477 | -100.0% | -$21.96万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -108 | -100.0% | -$21.75万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -10,759 | -100.0% | -$11.29万 | 清仓 |
| RC | READY CAPITAL CORP | $0 | 0.00% | 0 | -43,695 | -100.0% | -$9.53万 | 清仓 |
| — | GABELLI EQUITY TR INC | $162 | 0.00% | 23,200 | 23,200 | — | $162 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $1.74万 | 0.00% | 100 | 100 | — | $1.74万 | 新建仓 |
| — | RETRACTABLE TECHNOLOGIES INC | $2.04万 | 0.00% | 30,800 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $2.49万 | 0.00% | 11,020 | -9,090 | -45.2% | -$2.05万 | 减仓 |
| IJH | ISHARES TR 看涨期权 | $2.70万 | 0.00% | 400 | 400 | — | $2.70万 | 新建仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $3.41万 | 0.00% | 500 | 500 | — | $3.41万 | 新建仓 |
| — | SERINA THERAPEUTICS INC | $3.65万 | 0.00% | 18,800 | 18,800 | — | $3.65万 | 新建仓 |
| GLD | SPDR GOLD TR 看涨期权 | $4.30万 | 0.00% | 100 | 100 | — | $4.30万 | 新建仓 |
| VTV | VANGUARD INDEX FDS 看涨期权 | $5.89万 | 0.00% | 300 | 300 | — | $5.89万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $7.69万 | 0.00% | 15,075 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR 看涨期权 | $8.74万 | 0.00% | 900 | 900 | — | $8.74万 | 新建仓 |
| WU | WESTERN UN CO | $9.21万 | 0.00% | 10,549 | 10,549 | — | $9.21万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $9.64万 | 0.00% | 17,370 | 590 | 3.5% | $3,274 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $10.97万 | 0.00% | 45,890 | 45,890 | — | $10.97万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $11.49万 | 0.00% | 700 | 700 | — | $11.49万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $12.57万 | 0.00% | 11,554 | 11 | 0.1% | $120 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $12.99万 | 0.00% | 23,199 | 3,904 | 20.2% | $2.19万 | 加仓 |
| IVV | ISHARES TR 看涨期权 | $13.06万 | 0.00% | 200 | 200 | — | $13.06万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $13.82万 | 0.00% | 15,142 | -42 | -0.3% | -$383 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $14.80万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP 看涨期权 | $15.92万 | 0.01% | 400 | 400 | — | $15.92万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $16.86万 | 0.01% | 14,948 | 2,373 | 18.9% | $2.68万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $17.33万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $19.05万 | 0.01% | 1,161 | 1,161 | — | $19.05万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $19.23万 | 0.01% | 17,390 | -41,815 | -70.6% | -$46.25万 | 减仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $19.49万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $20.28万 | 0.01% | 3,518 | -766 | -17.9% | -$4.42万 | 重新持有 |
| XLG | INVESCO EXCHANGE TRADED FD T | $20.36万 | 0.01% | 3,732 | -41,533 | -91.8% | -$226.55万 | 减仓 |
| NLR | VANECK ETF TRUST | $20.37万 | 0.01% | 1,529 | 1,529 | — | $20.37万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $20.47万 | 0.01% | 4,605 | 4,605 | — | $20.47万 | 新建仓 |
| — | FIDELITY ETHEREUM FD | $20.54万 | 0.01% | 9,838 | -5,088 | -34.1% | -$10.62万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $20.59万 | 0.01% | 1,522 | 1,522 | — | $20.59万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $20.65万 | 0.01% | 4,419 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $20.72万 | 0.01% | 664 | 664 | — | $20.72万 | 新建仓 |
| — | PROSHARES TR II | $20.72万 | 0.01% | 7,000 | 7,000 | — | $20.72万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $20.72万 | 0.01% | 2,159 | 42 | 2.0% | $4,032 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $20.73万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $20.80万 | 0.01% | 2,249 | 198 | 9.7% | $1.83万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $20.87万 | 0.01% | 906 | 906 | — | $20.87万 | 新建仓 |
| CALF | PACER FDS TR | $20.89万 | 0.01% | 4,656 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $21.01万 | 0.01% | 1,921 | 79 | 4.3% | $8,639 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $21.02万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $21.06万 | 0.01% | 4,184 | 0 | 0.0% | — | 不变 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $21.13万 | 0.01% | 7,886 | 7,886 | — | $21.13万 | 新建仓 |
| — | ISHARES TR | $21.24万 | 0.01% | 8,786 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $21.43万 | 0.01% | 4,670 | -1,153 | -19.8% | -$5.29万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $21.48万 | 0.01% | 4,268 | 4,268 | — | $21.48万 | 新建仓 |
| UPRO | PROSHARES TR | $21.59万 | 0.01% | 2,226 | 2,226 | — | $21.59万 | 新建仓 |
| APP | APPLOVIN CORP | $21.78万 | 0.01% | 547 | -662 | -54.8% | -$26.35万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $21.79万 | 0.01% | 490 | -20 | -3.9% | -$8,892 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $21.86万 | 0.01% | 1,260 | -70 | -5.3% | -$1.21万 | 减仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $21.91万 | 0.01% | 1,910 | 42 | 2.2% | $4,819 | 加仓 |
| IUSG | ISHARES TR | $22.11万 | 0.01% | 1,426 | -20 | -1.4% | -$3,101 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $22.26万 | 0.01% | 10,278 | 10,278 | — | $22.26万 | 新建仓 |
| SQQQ | PROSHARES TR | $22.28万 | 0.01% | 2,768 | 2,768 | — | $22.28万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $22.41万 | 0.01% | 625 | 625 | — | $22.41万 | 新建仓 |
| IBDW | ISHARES TR | $22.42万 | 0.01% | 10,710 | 10,710 | — | $22.42万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $22.46万 | 0.01% | 687 | 687 | — | $22.46万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $22.58万 | 0.01% | 4,945 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $22.64万 | 0.01% | 1,814 | 1,019 | 128.2% | $12.72万 | 重新持有 |
| SCHP | SCHWAB STRATEGIC TR | $22.65万 | 0.01% | 8,510 | -176 | -2.0% | -$4,684 | 减仓 |
| IRM | IRON MTN INC DEL | $22.75万 | 0.01% | 2,228 | 49 | 2.2% | $5,004 | 重新持有 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $22.76万 | 0.01% | 4,961 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $22.83万 | 0.01% | 844 | 844 | — | $22.83万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $22.84万 | 0.01% | 471 | 172 | 57.5% | $8.34万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $22.87万 | 0.01% | 823 | 823 | — | $22.87万 | 新建仓 |
| F | FORD MTR CO | $22.89万 | 0.01% | 19,838 | -366 | -1.8% | -$4,224 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $22.93万 | 0.01% | 3,202 | 3,202 | — | $22.93万 | 新建仓 |
| EQIX | EQUINIX INC | $22.96万 | 0.01% | 234 | 234 | — | $22.96万 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $23.02万 | 0.01% | 2,425 | 2,425 | — | $23.02万 | 新建仓 |
| RY | ROYAL BK CDA | $23.07万 | 0.01% | 1,426 | 1,426 | — | $23.07万 | 新建仓 |
| — | COTERRA ENERGY INC | $23.14万 | 0.01% | 6,586 | 6,586 | — | $23.14万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $23.38万 | 0.01% | 7,094 | -167 | -2.3% | -$5,503 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $23.54万 | 0.01% | 9,618 | 9,618 | — | $23.54万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $23.62万 | 0.01% | 4,195 | 46 | 1.1% | $2,590 | 加仓 |
| IBTG | ISHARES TR | $23.64万 | 0.01% | 10,315 | 0 | 0.0% | — | 不变 |