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 |
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | $51.81万 | 0.01% | 4,654 | 1,124 | 31.8% | $12.51万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $51.91万 | 0.01% | 15,640 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $51.94万 | 0.01% | 721 | 61 | 9.2% | $4.39万 | 加仓 |
| AFL | AFLAC INC | $51.97万 | 0.01% | 4,433 | -1,977 | -30.8% | -$23.18万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $52.38万 | 0.01% | 14,694 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $52.53万 | 0.01% | 1,959 | 61 | 3.2% | $1.64万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $52.56万 | 0.01% | 6,309 | 443 | 7.6% | $3.69万 | 加仓 |
| DGRS | WISDOMTREE TR | $52.62万 | 0.01% | 8,865 | -236 | -2.6% | -$1.40万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $52.76万 | 0.01% | 29,426 | 29,426 | — | $52.76万 | 新建仓 |
| FLY | FIREFLY AEROSPACE INC | $52.83万 | 0.01% | 17,970 | 389 | 2.2% | $1.14万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $53.19万 | 0.01% | 35,019 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $53.20万 | 0.01% | 3,128 | 990 | 46.3% | $16.84万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $53.67万 | 0.01% | 5,592 | -573 | -9.3% | -$5.50万 | 减仓 |
| SMLF | ISHARES TR | $54.00万 | 0.01% | 6,058 | -577 | -8.7% | -$5.14万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $54.35万 | 0.02% | 3,758 | 395 | 11.7% | $5.71万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $54.48万 | 0.02% | 7,795 | -860 | -9.9% | -$6.01万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $54.94万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $55.01万 | 0.02% | 6,622 | -477 | -6.7% | -$3.96万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $55.65万 | 0.02% | 4,989 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $55.99万 | 0.02% | 3,529 | 5 | 0.1% | $793 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $56.19万 | 0.02% | 16,238 | 2,260 | 16.2% | $7.82万 | 加仓 |
| HSY | HERSHEY CO | $56.32万 | 0.02% | 3,210 | -432 | -11.9% | -$7.58万 | 减仓 |
| META | META PLATFORMS INC 看涨期权 | $56.33万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $56.46万 | 0.02% | 22,361 | 1,422 | 6.8% | $3.59万 | 加仓 |
| FAST | FASTENAL CO | $56.68万 | 0.02% | 11,802 | -201 | -1.7% | -$9,654 | 减仓 |
| VEEV | VEEVA SYS INC | $56.79万 | 0.02% | 3,200 | 69 | 2.2% | $1.22万 | 加仓 |
| ENB | ENBRIDGE INC | $56.79万 | 0.02% | 10,476 | 1,034 | 11.0% | $5.61万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $57.07万 | 0.02% | 11,285 | 3,282 | 41.0% | $16.60万 | 加仓 |
| IVES | WEDBUSH SER TR | $57.14万 | 0.02% | 14,998 | 14,998 | — | $57.14万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $57.19万 | 0.02% | 2,865 | 16 | 0.6% | $3,194 | 加仓 |
| FDX | FEDEX CORP | $57.36万 | 0.02% | 1,832 | 105 | 6.1% | $3.29万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $57.42万 | 0.02% | 7,527 | 23 | 0.3% | $1,755 | 加仓 |
| DHR | DANAHER CORP DEL | $57.51万 | 0.02% | 3,019 | 164 | 5.7% | $3.12万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $57.94万 | 0.02% | 2,675 | 537 | 25.1% | $11.63万 | 加仓 |
| MUSA | MURPHY USA INC | $57.98万 | 0.02% | 1,076 | 34 | 3.3% | $1.83万 | 加仓 |
| MMM | 3M CO | $58.13万 | 0.02% | 3,590 | 35 | 1.0% | $5,667 | 加仓 |
| — | TIDAL TRUST II | $58.74万 | 0.02% | 10,000 | 10,000 | — | $58.74万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $58.94万 | 0.02% | 1,482 | 363 | 32.4% | $14.44万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $59.50万 | 0.02% | 1,874 | 50 | 2.7% | $1.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $60.03万 | 0.02% | 3,000 | -2,000 | -40.0% | -$40.02万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $60.04万 | 0.02% | 4,688 | -2 | -0.0% | -$256 | 减仓 |
| TLT | ISHARES TR | $60.59万 | 0.02% | 7,011 | 7 | 0.1% | $605 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $61.09万 | 0.02% | 18,293 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $61.13万 | 0.02% | 3,477 | -13 | -0.4% | -$2,285 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $61.28万 | 0.02% | 13,585 | 13,585 | — | $61.28万 | 新建仓 |
| TLH | ISHARES TR | $61.53万 | 0.02% | 6,131 | -456 | -6.9% | -$4.58万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $62.26万 | 0.02% | 9,111 | -672 | -6.9% | -$4.59万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $63.49万 | 0.02% | 5,882 | 91 | 1.6% | $9,822 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $63.63万 | 0.02% | 651 | 20 | 3.2% | $1.95万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $63.85万 | 0.02% | 7,793 | 3,230 | 70.8% | $26.47万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $64.08万 | 0.02% | 1,941 | 58 | 3.1% | $1.91万 | 加仓 |
| TLTW | ISHARES TR | $64.42万 | 0.02% | 28,838 | -2,325 | -7.5% | -$5.19万 | 减仓 |
| AON | AON PLC | $64.62万 | 0.02% | 1,948 | 198 | 11.3% | $6.57万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $65.72万 | 0.02% | 12,556 | -10,134 | -44.7% | -$53.04万 | 减仓 |
| GLW | CORNING INC | $65.82万 | 0.02% | 2,577 | 485 | 23.2% | $12.39万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $65.99万 | 0.02% | 29,646 | 196 | 0.7% | $4,363 | 加仓 |
| HAL | HALLIBURTON CO | $66.47万 | 0.02% | 19,580 | 846 | 4.5% | $2.87万 | 加仓 |
| ARKK | ARK ETF TR | $66.63万 | 0.02% | 8,245 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $66.69万 | 0.02% | 4,299 | -419 | -8.9% | -$6.50万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $66.83万 | 0.02% | 12,467 | -1,093 | -8.1% | -$5.86万 | 减仓 |
| WELL | WELLTOWER INC | $67.17万 | 0.02% | 2,959 | 1,079 | 57.4% | $24.49万 | 加仓 |
| USMV | ISHARES TR | $67.30万 | 0.02% | 6,977 | 35 | 0.5% | $3,376 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $68.21万 | 0.02% | 14,572 | 162 | 1.1% | $7,583 | 加仓 |
| FLOT | ISHARES TR | $69.53万 | 0.02% | 13,620 | 1,972 | 16.9% | $10.07万 | 加仓 |
| SUSB | ISHARES TR | $69.68万 | 0.02% | 27,884 | 3,493 | 14.3% | $8.73万 | 加仓 |
| EG | EVEREST GROUP LTD | $69.73万 | 0.02% | 1,952 | -272 | -12.2% | -$9.72万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $70.05万 | 0.02% | 1,687 | 222 | 15.2% | $9.22万 | 加仓 |
| CB | CHUBB LIMITED | $70.41万 | 0.02% | 2,066 | 209 | 11.3% | $7.12万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $70.45万 | 0.02% | 1,434 | 832 | 138.2% | $40.88万 | 加仓 |
| FSLR | FIRST SOLAR INC | $70.50万 | 0.02% | 2,988 | -217 | -6.8% | -$5.12万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $70.51万 | 0.02% | 4,659 | 109 | 2.4% | $1.65万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $70.53万 | 0.02% | 1,635 | 474 | 40.8% | $20.45万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $70.60万 | 0.02% | 6,969 | 3,377 | 94.0% | $34.21万 | 加仓 |
| IJT | ISHARES TR | $70.61万 | 0.02% | 3,953 | 245 | 6.6% | $4.38万 | 加仓 |
| NDAQ | NASDAQ INC | $70.74万 | 0.02% | 8,975 | 1,896 | 26.8% | $14.94万 | 加仓 |
| ISTB | ISHARES TR | $70.87万 | 0.02% | 14,688 | -43 | -0.3% | -$2,075 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $72.94万 | 0.02% | 3,873 | 88 | 2.3% | $1.66万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $73.39万 | 0.02% | 4,676 | 65 | 1.4% | $1.02万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $73.56万 | 0.02% | 12,766 | 606 | 5.0% | $3.49万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $73.84万 | 0.02% | 5,919 | 904 | 18.0% | $11.28万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $74.25万 | 0.02% | 7,315 | 19 | 0.3% | $1,929 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $74.44万 | 0.02% | 9,836 | 9,836 | — | $74.44万 | 新建仓 |
| — | FIDELITY MERRIMACK STR TR | $74.81万 | 0.02% | 14,840 | 40 | 0.3% | $2,016 | 加仓 |
| CVS | CVS HEALTH CORP | $75.51万 | 0.02% | 7,300 | 609 | 9.1% | $6.30万 | 加仓 |
| AVGO | BROADCOM INC 看涨期权 | $75.55万 | 0.02% | 2,000 | 2,000 | — | $75.55万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $75.94万 | 0.02% | 8,428 | -805 | -8.7% | -$7.25万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $75.99万 | 0.02% | 1,516 | -525 | -25.7% | -$26.32万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $76.24万 | 0.02% | 3,096 | 210 | 7.3% | $5.17万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $76.41万 | 0.02% | 1,196 | 352 | 41.7% | $22.49万 | 加仓 |
| NOW | SERVICENOW INC | $76.45万 | 0.02% | 7,700 | -1,636 | -17.5% | -$16.24万 | 减仓 |
| SLB | SLB LIMITED | $77.53万 | 0.02% | 16,677 | -125 | -0.7% | -$5,811 | 减仓 |
| RIO | RIO TINTO PLC | $77.61万 | 0.02% | 8,175 | 238 | 3.0% | $2.26万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $77.71万 | 0.02% | 15,453 | 15,453 | — | $77.71万 | 新建仓 |
| NEM | NEWMONT CORP | $78.10万 | 0.02% | 8,362 | -151 | -1.8% | -$1.41万 | 减仓 |
| PAVE | GLOBAL X FDS | $78.64万 | 0.02% | 13,347 | -1 | -0.0% | -$59 | 减仓 |
| MDYG | SPDR SERIES TRUST | $78.79万 | 0.02% | 7,029 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $79.22万 | 0.02% | 12,597 | 666 | 5.6% | $4.19万 | 加仓 |
| — | PROSHARES TR II | $79.28万 | 0.02% | 35,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $79.98万 | 0.02% | 2,014 | 351 | 21.1% | $13.94万 | 加仓 |
| USHY | ISHARES TR | $80.25万 | 0.02% | 21,677 | 2,863 | 15.2% | $10.60万 | 加仓 |