Avidian Wealth Enterprises, LLC
Houston TX · SEC CIK 0001471474
$36.16亿2026Q2 申报市值
739持仓数
38.9%前十大占比 · 第一大 14.5%
88 / 31新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PMBS 新建仓+$3,632.32万
IVV 加仓+$1,621.50万
VLUE 加仓+$950.30万
IEFA 加仓+$731.38万
NVDA 加仓+$498.30万
2026Q2 卖出最多 按季末市值估算
MBB 减仓-$3,359.38万
SPYM 减仓-$677.97万
TQQQ 减仓-$569.69万
QUAL 减仓-$202.08万
SGOV 减仓-$191.20万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| KKR | KKR & CO INC | $22.52万 | 0.01% | 2,454 | 205 | 9.1% | $1.88万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $22.53万 | 0.01% | 491 | 1 | 0.2% | $459 | 加仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $22.68万 | 0.01% | 6,596 | 6,596 | — | $22.68万 | 新建仓 |
| SNY | SANOFI SA | $22.72万 | 0.01% | 5,325 | -450 | -7.8% | -$1.92万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $22.77万 | 0.01% | 1,394 | 1,394 | — | $22.77万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $22.82万 | 0.01% | 3,727 | -5 | -0.1% | -$306 | 减仓 |
| HSBC | HSBC HLDGS PLC | $22.83万 | 0.01% | 2,401 | 2,401 | — | $22.83万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $23.09万 | 0.01% | 1,952 | 426 | 27.9% | $5.04万 | 重新持有 |
| IREN | IREN LIMITED | $23.12万 | 0.01% | 5,056 | 5,056 | — | $23.12万 | 新建仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $23.32万 | 0.01% | 18,009 | -2,751 | -13.3% | -$3.56万 | 减仓 |
| VCR | VANGUARD WORLD FD | $23.36万 | 0.01% | 589 | -180 | -23.4% | -$7.14万 | 减仓 |
| SAN | BANCO SANTANDER SA | $23.46万 | 0.01% | 16,998 | 2,050 | 13.7% | $2.83万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $23.52万 | 0.01% | 4,988 | -318 | -6.0% | -$1.50万 | 减仓 |
| CALF | PACER FDS TR | $23.56万 | 0.01% | 4,656 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $23.67万 | 0.01% | 9,165 | 9,165 | — | $23.67万 | 新建仓 |
| SRE | SEMPRA | $23.71万 | 0.01% | 2,558 | 50 | 2.0% | $4,635 | 加仓 |
| IQLT | ISHARES TR | $23.73万 | 0.01% | 4,790 | -1,931 | -28.7% | -$9.57万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $23.78万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $23.91万 | 0.01% | 664 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $24.02万 | 0.01% | 2,396 | 2,396 | — | $24.02万 | 新建仓 |
| IBMP | ISHARES TR | $24.10万 | 0.01% | 9,481 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $24.49万 | 0.01% | 177 | 177 | — | $24.49万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $24.61万 | 0.01% | 1,476 | 216 | 17.1% | $3.60万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $24.71万 | 0.01% | 9,618 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $24.99万 | 0.01% | 1,130 | -144 | -11.3% | -$3.18万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $25.08万 | 0.01% | 6,673 | -687 | -9.3% | -$2.58万 | 减仓 |
| IBMO | ISHARES TR | $25.13万 | 0.01% | 9,802 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $25.24万 | 0.01% | 5,009 | 64 | 1.3% | $3,225 | 加仓 |
| ABNB | AIRBNB INC | $25.29万 | 0.01% | 1,767 | 1,767 | — | $25.29万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP | $25.48万 | 0.01% | 1,983 | 1,983 | — | $25.48万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $25.53万 | 0.01% | 774 | 774 | — | $25.53万 | 新建仓 |
| NTRA | NATERA INC | $25.73万 | 0.01% | 948 | 62 | 7.0% | $1.68万 | 重新持有 |
| SCHE | SCHWAB STRATEGIC TR | $25.79万 | 0.01% | 7,113 | 19 | 0.3% | $689 | 加仓 |
| IBDW | ISHARES TR | $26.07万 | 0.01% | 12,509 | 1,799 | 16.8% | $3.75万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $26.18万 | 0.01% | 1,946 | 25 | 1.3% | $3,364 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $26.23万 | 0.01% | 9,837 | 561 | 6.0% | $1.50万 | 加仓 |
| ASST | STRIVE INC | $26.24万 | 0.01% | 24,052 | 24,052 | — | $26.24万 | 新建仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $26.28万 | 0.01% | 1,911 | -663 | -25.8% | -$9.12万 | 减仓 |
| URI | UNITED RENTALS INC | $26.43万 | 0.01% | 233 | -14 | -5.7% | -$1.59万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $26.45万 | 0.01% | 4,573 | 1,055 | 30.0% | $6.10万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $26.67万 | 0.01% | 5,412 | -2,588 | -32.4% | -$12.75万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $26.71万 | 0.01% | 5,289 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $26.72万 | 0.01% | 994 | 88 | 9.7% | $2.37万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.86万 | 0.01% | 695 | 87 | 14.3% | $3.36万 | 重新持有 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $27.06万 | 0.01% | 7,896 | 10 | 0.1% | $343 | 加仓 |
| IBTG | ISHARES TR | $27.11万 | 0.01% | 11,845 | 1,530 | 14.8% | $3.50万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $27.14万 | 0.01% | 6,635 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $27.20万 | 0.01% | 3,007 | 3,007 | — | $27.20万 | 新建仓 |
| JBL | JABIL INC | $27.23万 | 0.01% | 706 | 706 | — | $27.23万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $27.27万 | 0.01% | 2,335 | 148 | 6.8% | $1.73万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $27.37万 | 0.01% | 2,479 | 54 | 2.2% | $5,962 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $27.52万 | 0.01% | 1,213 | 1,213 | — | $27.52万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $27.63万 | 0.01% | 6,869 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $27.65万 | 0.01% | 1,743 | 20 | 1.2% | $3,172 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $27.67万 | 0.01% | 4,961 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $27.79万 | 0.01% | 7,543 | 38 | 0.5% | $1,400 | 加仓 |
| SPSB | SPDR SERIES TRUST | $28.15万 | 0.01% | 9,381 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $28.18万 | 0.01% | 791 | 791 | — | $28.18万 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $28.26万 | 0.01% | 5,188 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $28.34万 | 0.01% | 1,994 | 1,994 | — | $28.34万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $28.38万 | 0.01% | 6,650 | 393 | 6.3% | $1.68万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $28.39万 | 0.01% | 3,160 | 3,160 | — | $28.39万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $28.78万 | 0.01% | 2,160 | -173 | -7.4% | -$2.30万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $28.80万 | 0.01% | 1,741 | 1,741 | — | $28.80万 | 新建仓 |
| XEL | XCEL ENERGY INC | $29.00万 | 0.01% | 3,612 | 241 | 7.1% | $1.94万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $29.23万 | 0.01% | 560 | -1 | -0.2% | -$522 | 减仓 |
| SNOW | SNOWFLAKE INC | $29.42万 | 0.01% | 1,156 | 1,156 | — | $29.42万 | 新建仓 |
| BOND | PIMCO ETF TR | $29.45万 | 0.01% | 3,194 | 4 | 0.1% | $369 | 加仓 |
| IRM | IRON MTN INC DEL | $29.73万 | 0.01% | 2,354 | 126 | 5.7% | $1.59万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $29.79万 | 0.01% | 1,000 | 1,000 | — | $29.79万 | 新建仓 |
| ULS | UL SOLUTIONS INC | $29.81万 | 0.01% | 2,927 | 2,927 | — | $29.81万 | 新建仓 |
| TRN | TRINITY INDS INC | $29.84万 | 0.01% | 8,628 | 478 | 5.9% | $1.65万 | 加仓 |
| TMUS | T-MOBILE US INC | $30.14万 | 0.01% | 1,797 | -1,290 | -41.8% | -$21.63万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $30.20万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| IBHF | ISHARES TR | $30.42万 | 0.01% | 13,431 | 58 | 0.4% | $1,314 | 加仓 |
| MPLX | MPLX LP | $30.54万 | 0.01% | 5,422 | 1,029 | 23.4% | $5.80万 | 加仓 |
| — | TIDAL TRUST I | $30.65万 | 0.01% | 17,019 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $30.68万 | 0.01% | 10,740 | 10,740 | — | $30.68万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $30.77万 | 0.01% | 5,845 | 189 | 3.3% | $9,950 | 加仓 |
| EQIX | EQUINIX INC | $30.80万 | 0.01% | 295 | 61 | 26.1% | $6.37万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $30.96万 | 0.01% | 3,004 | 76 | 2.6% | $7,832 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $31.08万 | 0.01% | 7,658 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $31.18万 | 0.01% | 2,922 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $31.33万 | 0.01% | 1,406 | -73 | -4.9% | -$1.63万 | 减仓 |
| UPRO | PROSHARES TR | $31.63万 | 0.01% | 2,231 | 5 | 0.2% | $709 | 加仓 |
| DAL | DELTA AIR LINES INC | $31.63万 | 0.01% | 3,377 | 3,377 | — | $31.63万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $31.66万 | 0.01% | 1,275 | 80 | 6.7% | $1.99万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $31.67万 | 0.01% | 3,498 | -92 | -2.6% | -$8,329 | 减仓 |
| IUSG | ISHARES TR | $31.73万 | 0.01% | 1,687 | 261 | 18.3% | $4.91万 | 加仓 |
| VDC | VANGUARD WORLD FD | $31.97万 | 0.01% | 1,418 | -6 | -0.4% | -$1,353 | 减仓 |
| ROST | ROSS STORES INC | $31.99万 | 0.01% | 1,503 | 263 | 21.2% | $5.60万 | 加仓 |
| JNK | SPDR SERIES TRUST | $31.99万 | 0.01% | 3,320 | -32 | -1.0% | -$3,084 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $32.05万 | 0.01% | 19,194 | -347 | -1.8% | -$5,795 | 减仓 |
| CRAI | CRA INTL INC | $32.09万 | 0.01% | 2,255 | 723 | 47.2% | $10.29万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.22万 | 0.01% | 3,499 | 228 | 7.0% | $2.10万 | 加仓 |
| PAYX | PAYCHEX INC | $32.24万 | 0.01% | 3,278 | -225 | -6.4% | -$2.21万 | 减仓 |
| IBDU | ISHARES TR | $32.66万 | 0.01% | 14,103 | 1,544 | 12.3% | $3.58万 | 加仓 |
| DEO | DIAGEO PLC | $32.67万 | 0.01% | 4,064 | 489 | 13.7% | $3.93万 | 加仓 |
| IBDV | ISHARES TR | $32.98万 | 0.01% | 15,127 | 1,686 | 12.5% | $3.68万 | 加仓 |
| MCK | MCKESSON CORP | $33.08万 | 0.01% | 438 | 24 | 5.8% | $1.81万 | 加仓 |