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 |
|---|---|---|---|---|---|---|---|---|
| STXF | EA SERIES TRUST | $36.47万 | 0.01% | 8,690 | 8,690 | — | $36.47万 | 新建仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $37.02万 | 0.01% | 1,000 | 1,000 | — | $37.02万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $37.16万 | 0.01% | 2,922 | 219 | 8.1% | $2.79万 | 加仓 |
| WELL | WELLTOWER INC | $37.16万 | 0.01% | 1,880 | 190 | 11.2% | $3.76万 | 加仓 |
| AZN | ASTRAZENECA PLC | $37.28万 | 0.01% | 1,890 | 1,890 | — | $37.28万 | 新建仓 |
| HYG | ISHARES TR | $37.51万 | 0.01% | 4,715 | -324 | -6.4% | -$2.58万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $37.80万 | 0.01% | 5,408 | -179 | -3.2% | -$1.25万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $38.15万 | 0.01% | 5,499 | -96 | -1.7% | -$6,660 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $38.40万 | 0.01% | 2,059 | 214 | 11.6% | $3.99万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $38.50万 | 0.01% | 4,534 | 4,534 | — | $38.50万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $38.52万 | 0.01% | 3,530 | 3,530 | — | $38.52万 | 新建仓 |
| IYG | ISHARES TR | $38.58万 | 0.01% | 4,657 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $39.23万 | 0.01% | 16,185 | 16,185 | — | $39.23万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $39.26万 | 0.01% | 6,257 | 694 | 12.5% | $4.35万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $39.32万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $39.68万 | 0.01% | 4,989 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.88万 | 0.01% | 15,487 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $39.89万 | 0.01% | 3,363 | 488 | 17.0% | $5.79万 | 加仓 |
| PULS | PGIM ETF TR | $40.20万 | 0.01% | 8,121 | -6,922 | -46.0% | -$34.26万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $40.27万 | 0.01% | 3,075 | -98 | -3.1% | -$1.28万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.43万 | 0.01% | 15,371 | 1,714 | 12.6% | $4.51万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $40.46万 | 0.01% | 8,003 | -1,906 | -19.2% | -$9.63万 | 减仓 |
| BIL | SPDR SERIES TRUST | $40.77万 | 0.01% | 4,449 | -2,208 | -33.2% | -$20.24万 | 减仓 |
| IBTI | ISHARES TR | $40.99万 | 0.01% | 18,394 | 18,394 | — | $40.99万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $41.13万 | 0.01% | 2,098 | 360 | 20.7% | $7.06万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $41.16万 | 0.01% | 13,978 | -111 | -0.8% | -$3,269 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $41.29万 | 0.01% | 9,345 | 9,345 | — | $41.29万 | 新建仓 |
| INTU | INTUIT | $41.66万 | 0.01% | 963 | 332 | 52.6% | $14.36万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $41.77万 | 0.01% | 2,138 | 2,138 | — | $41.77万 | 新建仓 |
| SHOP | SHOPIFY INC | $42.19万 | 0.01% | 3,557 | 724 | 25.6% | $8.59万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $42.44万 | 0.01% | 8,973 | 8,973 | — | $42.44万 | 新建仓 |
| TGT | TARGET CORP | $42.52万 | 0.01% | 3,508 | 298 | 9.3% | $3.61万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $42.67万 | 0.01% | 5,866 | -1,665 | -22.1% | -$12.11万 | 减仓 |
| PKG | PACKAGING CORP AMER | $42.75万 | 0.01% | 2,015 | 332 | 19.7% | $7.04万 | 加仓 |
| LQD | ISHARES TR | $43.60万 | 0.01% | 4,001 | -69 | -1.7% | -$7,520 | 减仓 |
| — | PROSHARES TR | $43.89万 | 0.01% | 29,300 | 0 | 0.0% | — | 不变 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $44.16万 | 0.01% | 35,019 | 5,019 | 16.7% | $6.33万 | 加仓 |
| KLAC | KLA CORP | $44.51万 | 0.01% | 302 | 77 | 34.2% | $11.35万 | 加仓 |
| SHY | ISHARES TR | $44.63万 | 0.01% | 5,405 | 1,210 | 28.8% | $9.99万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $44.93万 | 0.01% | 6,916 | 346 | 5.3% | $2.25万 | 加仓 |
| ES | EVERSOURCE ENERGY | $45.33万 | 0.01% | 6,544 | -189 | -2.8% | -$1.31万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $45.36万 | 0.01% | 8,669 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $45.56万 | 0.01% | 5,656 | -709 | -11.1% | -$5.71万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $45.59万 | 0.01% | 21,182 | 1,144 | 5.7% | $2.46万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $45.68万 | 0.01% | 1,170 | 199 | 20.5% | $7.77万 | 加仓 |
| GLDM | WORLD GOLD TR | $45.84万 | 0.01% | 4,946 | -6,865 | -58.1% | -$63.63万 | 减仓 |
| IBTH | ISHARES TR | $46.06万 | 0.01% | 20,537 | 9,967 | 94.3% | $22.36万 | 加仓 |
| IEV | ISHARES TR | $46.57万 | 0.01% | 6,855 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $46.94万 | 0.01% | 992 | 86 | 9.5% | $4.07万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $47.22万 | 0.01% | 15,640 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $47.23万 | 0.01% | 17,269 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $47.58万 | 0.02% | 11,424 | 303 | 2.7% | $1.26万 | 加仓 |
| TRGP | TARGA RES CORP | $47.59万 | 0.02% | 1,898 | 38 | 2.0% | $9,529 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $47.65万 | 0.02% | 31,065 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $47.74万 | 0.02% | 1,834 | 76 | 4.3% | $1.98万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $47.97万 | 0.02% | 11,853 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $48.06万 | 0.02% | 6,691 | 154 | 2.4% | $1.11万 | 加仓 |
| DGRS | WISDOMTREE TR | $48.20万 | 0.02% | 9,101 | 9,101 | — | $48.20万 | 新建仓 |
| WSO | WATSCO INC | $48.35万 | 0.02% | 1,329 | 278 | 26.5% | $10.11万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $48.38万 | 0.02% | 32,000 | 2,000 | 6.7% | $3.02万 | 加仓 |
| GDX | VANECK ETF TRUST | $48.44万 | 0.02% | 5,278 | -2,512 | -32.2% | -$23.05万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $48.65万 | 0.02% | 2,394 | 938 | 64.4% | $19.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $49.18万 | 0.02% | 12,656 | 79 | 0.6% | $3,070 | 加仓 |
| IMKTA | INGLES MKTS INC | $49.84万 | 0.02% | 5,544 | -129 | -2.3% | -$1.16万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $49.86万 | 0.02% | 3,420 | -15 | -0.4% | -$2,187 | 减仓 |
| FLY | FIREFLY AEROSPACE INC | $50.05万 | 0.02% | 17,581 | 17,581 | — | $50.05万 | 新建仓 |
| SMLF | ISHARES TR | $50.09万 | 0.02% | 6,635 | 52 | 0.8% | $3,925 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $50.19万 | 0.02% | 1,824 | 76 | 4.3% | $2.09万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.70万 | 0.02% | 599 | 172 | 40.3% | $14.56万 | 加仓 |
| ENB | ENBRIDGE INC | $51.12万 | 0.02% | 9,442 | 506 | 5.7% | $2.74万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $51.29万 | 0.02% | 1,486 | 65 | 4.6% | $2.24万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $51.45万 | 0.02% | 8,655 | -140 | -1.6% | -$8,322 | 减仓 |
| MUSA | MURPHY USA INC | $51.47万 | 0.02% | 1,042 | 47 | 4.7% | $2.32万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $51.58万 | 0.02% | 1,119 | 219 | 24.3% | $10.10万 | 加仓 |
| MMM | 3M CO | $51.63万 | 0.02% | 3,555 | -138 | -3.7% | -$2.00万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $51.67万 | 0.02% | 3,524 | -214 | -5.7% | -$3.14万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $52.14万 | 0.02% | 4,690 | 4,690 | — | $52.14万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $52.90万 | 0.02% | 1,663 | -51 | -3.0% | -$1.62万 | 减仓 |
| IBDT | ISHARES TR | $53.04万 | 0.02% | 20,939 | 11,507 | 122.0% | $29.15万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $53.50万 | 0.02% | 6,031 | 2,864 | 90.4% | $25.41万 | 加仓 |
| IJT | ISHARES TR | $53.67万 | 0.02% | 3,708 | -18 | -0.5% | -$2,605 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $53.85万 | 0.02% | 7,504 | 7,504 | — | $53.85万 | 新建仓 |
| DLN | WISDOMTREE TR | $53.96万 | 0.02% | 6,040 | 6,040 | — | $53.96万 | 新建仓 |
| DHR | DANAHER CORP DEL | $54.13万 | 0.02% | 2,855 | -108 | -3.6% | -$2.05万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $54.30万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $54.92万 | 0.02% | 1,883 | 827 | 78.3% | $24.12万 | 加仓 |
| VEEV | VEEVA SYS INC | $55.00万 | 0.02% | 3,131 | 3,131 | — | $55.00万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $55.41万 | 0.02% | 5,015 | -298 | -5.6% | -$3.29万 | 减仓 |
| FAST | FASTENAL CO | $55.70万 | 0.02% | 12,003 | 6,549 | 120.1% | $30.39万 | 加仓 |
| ARKK | ARK ETF TR | $55.73万 | 0.02% | 8,245 | -19 | -0.2% | -$1,284 | 减仓 |
| AON | AON PLC | $56.48万 | 0.02% | 1,750 | 77 | 4.6% | $2.49万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $56.51万 | 0.02% | 631 | 157 | 33.1% | $14.06万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $56.57万 | 0.02% | 5,791 | -284 | -4.7% | -$2.77万 | 减仓 |
| META | META PLATFORMS INC 看涨期权 | $57.21万 | 0.02% | 1,000 | 1,000 | — | $57.21万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $57.78万 | 0.02% | 18,293 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $57.95万 | 0.02% | 2,944 | -133 | -4.3% | -$2.62万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $58.19万 | 0.02% | 7,099 | 53 | 0.8% | $4,345 | 加仓 |
| FLOT | ISHARES TR | $59.35万 | 0.02% | 11,648 | -2,037 | -14.9% | -$10.38万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $59.66万 | 0.02% | 18,233 | 18,233 | — | $59.66万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $60.05万 | 0.02% | 2,886 | 432 | 17.6% | $8.99万 | 加仓 |