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 |
|---|---|---|---|---|---|---|---|---|
| MUB | ISHARES TR | $270.06万 | 0.07% | 25,094 | -151 | -0.6% | -$1.63万 | 减仓 |
| TJX | TJX COS INC NEW | $270.09万 | 0.07% | 17,828 | 457 | 2.6% | $6.92万 | 加仓 |
| VLO | VALERO ENERGY CORP | $270.16万 | 0.07% | 10,373 | 2,292 | 28.4% | $59.69万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $270.89万 | 0.07% | 14,219 | -463 | -3.2% | -$8.82万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $273.92万 | 0.08% | 55,026 | 3,652 | 7.1% | $18.18万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $274.20万 | 0.08% | 52,010 | -9,589 | -15.6% | -$50.55万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $274.69万 | 0.08% | 35,257 | 9,143 | 35.0% | $71.23万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $275.63万 | 0.08% | 17,442 | 758 | 4.5% | $11.98万 | 加仓 |
| AMLP | ALPS ETF TR | $277.46万 | 0.08% | 53,513 | 580 | 1.1% | $3.01万 | 加仓 |
| ACWI | ISHARES TR | $280.63万 | 0.08% | 17,878 | 231 | 1.3% | $3.63万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $281.30万 | 0.08% | 7,941 | 371 | 4.9% | $13.14万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $283.45万 | 0.08% | 26,367 | 2,592 | 10.9% | $27.86万 | 加仓 |
| DBEF | DBX ETF TR | $285.44万 | 0.08% | 52,250 | 11,437 | 28.0% | $62.48万 | 加仓 |
| ICSH | ISHARES TR | $287.01万 | 0.08% | 56,743 | 5,185 | 10.1% | $26.23万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $288.85万 | 0.08% | 92,877 | -577 | -0.6% | -$1.79万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $292.08万 | 0.08% | 36,958 | 1,941 | 5.5% | $15.34万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $293.79万 | 0.08% | 20,035 | 1,563 | 8.5% | $22.92万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $295.22万 | 0.08% | 20,806 | -2,661 | -11.3% | -$37.76万 | 减仓 |
| DG | DOLLAR GEN CORP | $295.71万 | 0.08% | 25,689 | 403 | 1.6% | $4.64万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $297.48万 | 0.08% | 10,579 | 388 | 3.8% | $10.91万 | 加仓 |
| GE | GE AEROSPACE | $298.72万 | 0.08% | 7,993 | 1,010 | 14.5% | $37.75万 | 加仓 |
| QUAL | ISHARES TR | $300.72万 | 0.08% | 13,704 | -9,209 | -40.2% | -$202.08万 | 减仓 |
| IGSB | ISHARES TR | $327.57万 | 0.09% | 62,501 | 7,312 | 13.2% | $38.32万 | 加仓 |
| KO | COCA COLA CO | $328.51万 | 0.09% | 40,422 | 4,899 | 13.8% | $39.81万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $329.64万 | 0.09% | 53,636 | -4,062 | -7.0% | -$24.96万 | 减仓 |
| SMH | VANECK ETF TRUST | $331.61万 | 0.09% | 5,056 | 336 | 7.1% | $22.04万 | 加仓 |
| ETN | EATON CORP PLC | $331.95万 | 0.09% | 7,790 | 1,305 | 20.1% | $55.61万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $338.27万 | 0.09% | 8,139 | 395 | 5.1% | $16.42万 | 加仓 |
| IJS | ISHARES TR | $338.58万 | 0.09% | 24,772 | 230 | 0.9% | $3.14万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $342.17万 | 0.09% | 6,716 | -92 | -1.4% | -$4.69万 | 减仓 |
| DHS | WISDOMTREE TR | $345.78万 | 0.10% | 30,416 | -993 | -3.2% | -$11.29万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $345.94万 | 0.10% | 102,227 | -3,852 | -3.6% | -$13.04万 | 减仓 |
| SUB | ISHARES TR | $348.26万 | 0.10% | 32,710 | -254 | -0.8% | -$2.70万 | 减仓 |
| HYD | VANECK ETF TRUST | $348.95万 | 0.10% | 67,743 | -392 | -0.6% | -$2.02万 | 减仓 |
| USFR | WISDOMTREE TR | $354.50万 | 0.10% | 70,407 | -1,816 | -2.5% | -$9.14万 | 减仓 |
| MPC | MARATHON PETE CORP | $355.78万 | 0.10% | 13,916 | -70 | -0.5% | -$1.79万 | 减仓 |
| ASML | ASML HLDG NV | $356.39万 | 0.10% | 1,791 | 279 | 18.5% | $55.52万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $363.67万 | 0.10% | 41,434 | 483 | 1.2% | $4.24万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $365.53万 | 0.10% | 28,877 | 836 | 3.0% | $10.58万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $385.14万 | 0.11% | 12,929 | -217 | -1.7% | -$6.46万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $389.56万 | 0.11% | 7,585 | 606 | 8.7% | $31.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $394.60万 | 0.11% | 4,218 | 186 | 4.6% | $17.40万 | 加仓 |
| BLK | BLACKROCK INC | $403.16万 | 0.11% | 4,193 | -113 | -2.6% | -$10.86万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $410.84万 | 0.11% | 13,060 | 3,927 | 43.0% | $123.54万 | 加仓 |
| MDT | MEDTRONIC PLC | $412.34万 | 0.11% | 52,708 | 15,934 | 43.3% | $124.65万 | 加仓 |
| WMB | WILLIAMS COS INC | $420.50万 | 0.12% | 56,565 | -2,158 | -3.7% | -$16.04万 | 减仓 |
| MCD | MCDONALDS CORP | $422.98万 | 0.12% | 15,648 | 48 | 0.3% | $1.30万 | 加仓 |
| GLD | SPDR GOLD TR | $430.43万 | 0.12% | 11,684 | 687 | 6.2% | $25.31万 | 加仓 |
| MRK | MERCK & CO INC | $436.74万 | 0.12% | 33,988 | 3,234 | 10.5% | $41.56万 | 加仓 |
| PEP | PEPSICO INC | $437.57万 | 0.12% | 32,317 | -33 | -0.1% | -$4,468 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $438.92万 | 0.12% | 111,006 | 906 | 0.8% | $3.58万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $459.63万 | 0.13% | 25,407 | 1,091 | 4.5% | $19.74万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $470.47万 | 0.13% | 6,300 | 200 | 3.3% | $14.94万 | 加仓 |
| HD | HOME DEPOT INC | $474.76万 | 0.13% | 13,461 | -284 | -2.1% | -$10.02万 | 减仓 |
| BGIG | ETF SER SOLUTIONS | $475.08万 | 0.13% | 132,372 | -14,459 | -9.8% | -$51.89万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $478.88万 | 0.13% | 15,806 | 5,512 | 53.5% | $167.00万 | 加仓 |
| AMGN | AMGEN INC | $482.45万 | 0.13% | 13,323 | -797 | -5.6% | -$28.86万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $483.26万 | 0.13% | 13,060 | 430 | 3.4% | $15.91万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $483.40万 | 0.13% | 5,009 | -290 | -5.5% | -$27.99万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $495.62万 | 0.14% | 155,026 | 3,252 | 2.1% | $10.40万 | 加仓 |
| MS | MORGAN STANLEY | $497.99万 | 0.14% | 23,823 | 1,120 | 4.9% | $23.41万 | 加仓 |
| QCOM | QUALCOMM INC | $511.99万 | 0.14% | 27,707 | 665 | 2.5% | $12.29万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $520.96万 | 0.14% | 164,288 | -11,084 | -6.3% | -$35.15万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $522.52万 | 0.14% | 10,941 | 940 | 9.4% | $44.89万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $523.60万 | 0.14% | 15,354 | 896 | 6.2% | $30.56万 | 加仓 |
| IWB | ISHARES TR | $534.72万 | 0.15% | 13,058 | 77 | 0.6% | $3.15万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $543.18万 | 0.15% | 23,303 | 85 | 0.4% | $1.98万 | 加仓 |
| BAC | BANK OF AMER CORP | $548.83万 | 0.15% | 96,320 | 4,540 | 4.9% | $25.87万 | 加仓 |
| C | CITIGROUP INC | $549.98万 | 0.15% | 39,295 | 894 | 2.3% | $12.51万 | 加仓 |
| MGK | VANGUARD WORLD FD | $560.52万 | 0.16% | 63,761 | -564 | -0.9% | -$4.96万 | 减仓 |
| CAT | CATERPILLAR INC | $570.31万 | 0.16% | 5,356 | 145 | 2.8% | $15.44万 | 加仓 |
| AGG | ISHARES TR | $573.98万 | 0.16% | 57,990 | 376 | 0.7% | $3.72万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $576.74万 | 0.16% | 84,803 | 6,450 | 8.2% | $43.87万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $578.04万 | 0.16% | 107,006 | 8,660 | 8.8% | $46.78万 | 加仓 |
| — | TIDAL TRUST II | $578.18万 | 0.16% | 464,773 | 95,821 | 26.0% | $119.20万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $588.12万 | 0.16% | 231,178 | 15,476 | 7.2% | $39.37万 | 加仓 |
| WMT | WALMART INC | $588.98万 | 0.16% | 52,003 | -1,276 | -2.4% | -$14.45万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $615.17万 | 0.17% | 25,317 | 848 | 3.5% | $20.61万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $626.24万 | 0.17% | 80,889 | -1,194 | -1.5% | -$9.24万 | 减仓 |
| IVW | ISHARES TR | $629.37万 | 0.17% | 45,762 | 3,761 | 9.0% | $51.73万 | 加仓 |
| V | VISA INC | $629.89万 | 0.17% | 18,359 | 1,627 | 9.7% | $55.82万 | 加仓 |
| INDA | ISHARES TR | $640.21万 | 0.18% | 129,624 | 2,001 | 1.6% | $9.88万 | 加仓 |
| IYW | ISHARES TR | $647.25万 | 0.18% | 25,661 | -296 | -1.1% | -$7.47万 | 减仓 |
| VGT | VANGUARD WORLD FD | $662.82万 | 0.18% | 55,457 | 4,977 | 9.9% | $59.48万 | 加仓 |
| CMI | CUMMINS INC | $689.32万 | 0.19% | 9,665 | 74 | 0.8% | $5.28万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $710.52万 | 0.20% | 131,505 | 2,843 | 2.2% | $15.36万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $721.88万 | 0.20% | 33,124 | 5,738 | 21.0% | $125.05万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $751.64万 | 0.21% | 12,939 | 918 | 7.6% | $53.33万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $761.65万 | 0.21% | 153,219 | 1,526 | 1.0% | $7.59万 | 加仓 |
| NOBL | PROSHARES TR | $765.47万 | 0.21% | 136,301 | 6,217 | 4.8% | $34.91万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $792.36万 | 0.22% | 302,082 | 16,394 | 5.7% | $43.00万 | 加仓 |
| IWO | ISHARES TR | $797.73万 | 0.22% | 20,249 | -156 | -0.8% | -$6.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $811.62万 | 0.22% | 11,021 | 159 | 1.5% | $11.71万 | 加仓 |
| RTX | RTX CORPORATION | $831.00万 | 0.23% | 43,799 | 526 | 1.2% | $9.98万 | 加仓 |
| DOL | WISDOMTREE TR | $836.93万 | 0.23% | 112,544 | 1,619 | 1.5% | $12.04万 | 加仓 |
| IWM | ISHARES TR | $840.02万 | 0.23% | 27,959 | -1,251 | -4.3% | -$37.59万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $841.49万 | 0.23% | 100,476 | 2,870 | 2.9% | $24.04万 | 加仓 |
| TSLA | TESLA INC | $842.80万 | 0.23% | 20,038 | 2,067 | 11.5% | $86.94万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $847.87万 | 0.23% | 167,663 | 48,608 | 40.8% | $245.81万 | 加仓 |
| CSCO | CISCO SYS INC | $868.84万 | 0.24% | 73,969 | 2,678 | 3.8% | $31.46万 | 加仓 |