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 |
|---|---|---|---|---|---|---|---|---|
| NEM | NEWMONT CORP | $92.15万 | 0.03% | 8,513 | -727 | -7.9% | -$7.87万 | 减仓 |
| ORI | OLD REP INTL CORP | $93.50万 | 0.03% | 23,433 | 1,908 | 8.9% | $7.61万 | 加仓 |
| IEF | ISHARES TR | $94.89万 | 0.03% | 9,942 | 3,091 | 45.1% | $29.50万 | 加仓 |
| IAGG | ISHARES TR | $95.58万 | 0.03% | 19,102 | 612 | 3.3% | $3.06万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $95.76万 | 0.03% | 4,718 | -351 | -6.9% | -$7.12万 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $96.44万 | 0.03% | 26,051 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $96.52万 | 0.03% | 53,563 | 24,649 | 85.2% | $44.42万 | 加仓 |
| NOW | SERVICENOW INC | $97.61万 | 0.03% | 9,336 | 7,301 | 358.8% | $76.33万 | 加仓 |
| EES | WISDOMTREE TR | $98.08万 | 0.03% | 16,896 | 16,896 | — | $98.08万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $98.12万 | 0.03% | 4,480 | 4,480 | — | $98.12万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $98.33万 | 0.03% | 3,685 | 3,685 | — | $98.33万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $98.46万 | 0.03% | 4,546 | 4,546 | — | $98.46万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $98.95万 | 0.03% | 26,926 | 13,585 | 101.8% | $49.92万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $100.33万 | 0.03% | 2,041 | 669 | 48.8% | $32.88万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $101.94万 | 0.03% | 20,239 | 2,890 | 16.7% | $14.56万 | 加仓 |
| SSO | PROSHARES TR | $103.89万 | 0.03% | 20,025 | 1,005 | 5.3% | $5.21万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $104.48万 | 0.03% | 16,830 | 1,329 | 8.6% | $8.25万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $105.20万 | 0.03% | 14,473 | 218 | 1.5% | $1.58万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $107.70万 | 0.03% | 27,314 | 884 | 3.3% | $3.49万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $108.34万 | 0.03% | 11,496 | 11,496 | — | $108.34万 | 新建仓 |
| ECL | ECOLAB INC | $109.01万 | 0.03% | 4,098 | 3,181 | 346.9% | $84.62万 | 加仓 |
| ITOT | ISHARES TR | $112.47万 | 0.04% | 7,896 | -564 | -6.7% | -$8.03万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $113.01万 | 0.04% | 31,889 | -53,203 | -62.5% | -$188.55万 | 减仓 |
| O | REALTY INCOME CORP | $114.00万 | 0.04% | 18,633 | 18,633 | — | $114.00万 | 新建仓 |
| OKE | ONEOK INC NEW | $114.38万 | 0.04% | 12,654 | 650 | 5.4% | $5.88万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $114.52万 | 0.04% | 14,838 | 2 | 0.0% | $154 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $115.14万 | 0.04% | 5,354 | 188 | 3.6% | $4.04万 | 加仓 |
| NKE | NIKE INC | $116.37万 | 0.04% | 22,031 | 18,360 | 500.1% | $96.98万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $116.47万 | 0.04% | 23,804 | -2,361 | -9.0% | -$11.55万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $117.83万 | 0.04% | 22,690 | -2,839 | -11.1% | -$14.74万 | 减仓 |
| CRM | SALESFORCE INC | $118.03万 | 0.04% | 6,323 | 4,023 | 174.9% | $75.10万 | 加仓 |
| URA | GLOBAL X FDS | $118.36万 | 0.04% | 24,439 | 8,463 | 53.0% | $40.99万 | 加仓 |
| ICF | ISHARES TR | $119.62万 | 0.04% | 19,328 | -1,705 | -8.1% | -$10.55万 | 减仓 |
| SCZ | ISHARES TR | $120.37万 | 0.04% | 15,351 | -267 | -1.7% | -$2.09万 | 减仓 |
| GEV | GE VERNOVA INC | $120.64万 | 0.04% | 1,382 | 457 | 49.4% | $39.89万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $120.75万 | 0.04% | 38,140 | 51 | 0.1% | $1,615 | 加仓 |
| UL | UNILEVER PLC | $122.98万 | 0.04% | 21,586 | 5,245 | 32.1% | $29.88万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $123.87万 | 0.04% | 4,098 | 1,022 | 33.2% | $30.89万 | 加仓 |
| IXN | ISHARES TR | $124.59万 | 0.04% | 12,463 | 4 | 0.0% | $400 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $124.69万 | 0.04% | 11,248 | -64 | -0.6% | -$7,095 | 减仓 |
| TXN | TEXAS INSTRS INC | $124.95万 | 0.04% | 6,436 | 1,167 | 22.1% | $22.66万 | 加仓 |
| APH | AMPHENOL CORP | $127.36万 | 0.04% | 10,080 | 2,910 | 40.6% | $36.77万 | 加仓 |
| BA | BOEING CO | $128.20万 | 0.04% | 6,441 | 577 | 9.8% | $11.48万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $129.14万 | 0.04% | 16,027 | 1,275 | 8.6% | $10.27万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $130.21万 | 0.04% | 13,146 | 13,146 | — | $130.21万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $131.87万 | 0.04% | 21,526 | -10,814 | -33.4% | -$66.25万 | 减仓 |
| PFXF | VANECK ETF TRUST | $132.12万 | 0.04% | 75,328 | -11,648 | -13.4% | -$20.43万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $132.33万 | 0.04% | 6,262 | 20 | 0.3% | $4,226 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $132.55万 | 0.04% | 21,225 | 4,704 | 28.5% | $29.38万 | 加仓 |
| QQQI | NEOS ETF TRUST | $132.68万 | 0.04% | 26,701 | 12,498 | 88.0% | $62.10万 | 加仓 |
| WFC | WELLS FARGO & CO | $132.71万 | 0.04% | 16,670 | -538 | -3.1% | -$4.28万 | 减仓 |
| GOVT | ISHARES TR | $133.26万 | 0.04% | 58,169 | 48,578 | 506.5% | $111.29万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $133.79万 | 0.04% | 32,585 | 32,585 | — | $133.79万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $137.94万 | 0.04% | 14,299 | 10,517 | 278.1% | $101.46万 | 加仓 |
| NVS | NOVARTIS AG | $139.66万 | 0.04% | 9,143 | 1,331 | 17.0% | $20.33万 | 加仓 |
| WM | WASTE MGMT INC DEL | $140.35万 | 0.04% | 6,108 | 2,806 | 85.0% | $64.47万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $140.56万 | 0.04% | 46,086 | -774 | -1.7% | -$2.36万 | 减仓 |
| BP | BP PLC | $140.99万 | 0.04% | 29,998 | 2,449 | 8.9% | $11.51万 | 加仓 |
| COWZ | PACER FDS TR | $141.57万 | 0.04% | 22,630 | 1,727 | 8.3% | $10.80万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $141.85万 | 0.04% | 337 | 240 | 247.4% | $101.02万 | 加仓 |
| MO | ALTRIA GROUP INC | $142.48万 | 0.05% | 21,591 | 2,853 | 15.2% | $18.83万 | 加仓 |
| CI | THE CIGNA GROUP | $143.07万 | 0.05% | 5,363 | 2,538 | 89.8% | $67.71万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $143.21万 | 0.05% | 28,300 | -2,700 | -8.7% | -$13.66万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $143.34万 | 0.05% | 31,255 | -467 | -1.5% | -$2.14万 | 减仓 |
| IAU | ISHARES GOLD TR | $143.69万 | 0.05% | 16,299 | -859 | -5.0% | -$7.57万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $144.17万 | 0.05% | 19,795 | 19,795 | — | $144.17万 | 新建仓 |
| EFG | ISHARES TR | $145.60万 | 0.05% | 13,073 | 7,553 | 136.8% | $84.12万 | 加仓 |
| SHLD | GLOBAL X FDS | $145.89万 | 0.05% | 20,595 | 6,068 | 41.8% | $42.98万 | 加仓 |
| VV | VANGUARD INDEX FDS | $152.17万 | 0.05% | 5,092 | 223 | 4.6% | $6.66万 | 加仓 |
| SPYI | NEOS ETF TRUST | $153.79万 | 0.05% | 31,151 | 12,877 | 70.5% | $63.57万 | 加仓 |
| ACWX | ISHARES TR | $156.99万 | 0.05% | 22,929 | 22,929 | — | $156.99万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $157.96万 | 0.05% | 16,808 | 10,821 | 180.7% | $101.70万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $159.84万 | 0.05% | 49,712 | 49,712 | — | $159.84万 | 新建仓 |
| SBUX | STARBUCKS CORP | $160.57万 | 0.05% | 17,923 | 6,287 | 54.0% | $56.33万 | 加仓 |
| DVY | ISHARES TR | $162.78万 | 0.05% | 10,751 | 8,637 | 408.6% | $130.77万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $164.17万 | 0.05% | 8,999 | 5,647 | 168.5% | $103.02万 | 加仓 |
| TFC | TRUIST FINL CORP | $165.47万 | 0.05% | 35,995 | 31,754 | 748.7% | $145.97万 | 加仓 |
| LIN | LINDE PLC | $165.61万 | 0.05% | 3,341 | -82 | -2.4% | -$4.06万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $167.67万 | 0.05% | 38,876 | -14,889 | -27.7% | -$64.22万 | 减仓 |
| CTVA | CORTEVA INC | $169.41万 | 0.05% | 20,238 | 16,630 | 460.9% | $139.21万 | 加仓 |
| LOW | LOWES COS INC | $169.91万 | 0.05% | 7,191 | 4,330 | 151.3% | $102.31万 | 加仓 |
| IDV | ISHARES TR | $170.61万 | 0.05% | 40,087 | 40,087 | — | $170.61万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $171.90万 | 0.05% | 5,088 | 2,426 | 91.1% | $81.96万 | 加仓 |
| BX | BLACKSTONE INC | $172.86万 | 0.05% | 15,033 | -200 | -1.3% | -$2.30万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $174.26万 | 0.06% | 9,080 | 268 | 3.0% | $5.14万 | 加仓 |
| IFRA | ISHARES TR | $174.41万 | 0.06% | 30,491 | -1,596 | -5.0% | -$9.13万 | 减仓 |
| SYK | STRYKER CORPORATION | $174.67万 | 0.06% | 5,316 | 2,477 | 87.2% | $81.39万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $175.45万 | 0.06% | 6,040 | 6,040 | — | $175.45万 | 新建仓 |
| CME | CME GROUP INC | $176.46万 | 0.06% | 5,975 | 4,077 | 214.8% | $120.41万 | 加仓 |
| EMR | EMERSON ELEC CO | $178.70万 | 0.06% | 13,639 | 10,273 | 305.2% | $134.60万 | 加仓 |
| DIS | DISNEY WALT CO | $179.86万 | 0.06% | 18,662 | 3,584 | 23.8% | $34.54万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $180.19万 | 0.06% | 16,535 | 562 | 3.5% | $6.12万 | 加仓 |
| SMH | VANECK ETF TRUST | $180.98万 | 0.06% | 4,720 | -20 | -0.4% | -$7,669 | 减仓 |
| AMT | AMERICAN TOWER CORP | $181.16万 | 0.06% | 10,497 | 10,497 | — | $181.16万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $182.21万 | 0.06% | 39,941 | 6,969 | 21.1% | $31.79万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $183.16万 | 0.06% | 23,753 | 7,831 | 49.2% | $60.38万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $184.42万 | 0.06% | 50,916 | 740 | 1.5% | $2.68万 | 加仓 |
| ESGU | ISHARES TR | $186.97万 | 0.06% | 13,221 | -53 | -0.4% | -$7,495 | 减仓 |
| TMFC | RBB FD INC | $187.23万 | 0.06% | 28,381 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $188.65万 | 0.06% | 13,862 | 9,217 | 198.4% | $125.43万 | 加仓 |