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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $874.39万 | 0.24% | 115,370 | 1,276 | 1.1% | $9.67万 | 加仓 |
| ABBV | ABBVIE INC | $889.06万 | 0.25% | 35,331 | 1,813 | 5.4% | $45.62万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $910.33万 | 0.25% | 7,886 | 2,798 | 55.0% | $322.99万 | 加仓 |
| TFI | SPDR SERIES TRUST | $947.71万 | 0.26% | 206,923 | 24,745 | 13.6% | $113.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $965.19万 | 0.27% | 38,004 | 79 | 0.2% | $2.01万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $977.63万 | 0.27% | 113,493 | 10,161 | 9.8% | $87.53万 | 加仓 |
| IVE | ISHARES TR | $992.95万 | 0.27% | 43,731 | -2,581 | -5.6% | -$58.60万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $996.69万 | 0.28% | 19,918 | -1,205 | -5.7% | -$60.30万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,003.84万 | 0.28% | 123,839 | -1,259 | -1.0% | -$10.21万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $1,008.76万 | 0.28% | 129,437 | 2,653 | 2.1% | $20.68万 | 加仓 |
| HEFA | ISHARES TR | $1,033.33万 | 0.29% | 220,208 | -1,302 | -0.6% | -$6.11万 | 减仓 |
| LLY | ELI LILLY & CO | $1,039.86万 | 0.29% | 8,670 | 693 | 8.7% | $83.12万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,101.88万 | 0.30% | 191,067 | 430 | 0.2% | $2.48万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,113.49万 | 0.31% | 218,332 | -27,863 | -11.3% | -$142.10万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $1,129.79万 | 0.31% | 480,354 | -4,601 | -0.9% | -$10.82万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,175.22万 | 0.33% | 173,900 | 3,996 | 2.4% | $27.01万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1,181.93万 | 0.33% | 156,941 | 2,081 | 1.3% | $15.67万 | 加仓 |
| TQQQ | PROSHARES TR | $1,188.01万 | 0.33% | 146,668 | -70,332 | -32.4% | -$569.69万 | 减仓 |
| META | META PLATFORMS INC | $1,209.38万 | 0.33% | 21,470 | 621 | 3.0% | $34.98万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,245.56万 | 0.34% | 423,226 | 106 | 0.0% | $3,120 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,283.52万 | 0.35% | 77,432 | 5,129 | 7.1% | $85.02万 | 加仓 |
| DON | WISDOMTREE TR | $1,296.65万 | 0.36% | 229,415 | -1,781 | -0.8% | -$10.07万 | 减仓 |
| GOOG | ALPHABET INC | $1,296.98万 | 0.36% | 36,707 | 2,305 | 6.7% | $81.44万 | 加仓 |
| TBIL | RBB FD INC | $1,317.71万 | 0.36% | 264,283 | -21,491 | -7.5% | -$107.15万 | 减仓 |
| DGRW | WISDOMTREE TR | $1,336.25万 | 0.37% | 139,746 | 4,492 | 3.3% | $42.95万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,349.00万 | 0.37% | 41,212 | 754 | 1.9% | $24.68万 | 加仓 |
| ITM | VANECK ETF TRUST | $1,428.64万 | 0.40% | 304,032 | 12,280 | 4.2% | $57.70万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,429.89万 | 0.40% | 799,715 | 15,440 | 2.0% | $27.61万 | 加仓 |
| IWD | ISHARES TR | $1,447.81万 | 0.40% | 59,721 | 3,903 | 7.0% | $94.62万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,499.01万 | 0.41% | 92,795 | -4,214 | -4.3% | -$68.07万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,574.55万 | 0.44% | 652,259 | 14,425 | 2.3% | $34.82万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,633.86万 | 0.45% | 202,787 | 14,171 | 7.5% | $114.18万 | 加仓 |
| EFA | ISHARES TR | $1,673.64万 | 0.46% | 161,113 | 14,238 | 9.7% | $147.90万 | 加仓 |
| IEMG | ISHARES INC | $1,718.03万 | 0.48% | 207,391 | 2,429 | 1.2% | $20.12万 | 加仓 |
| IWR | ISHARES TR | $1,891.20万 | 0.52% | 171,429 | 988 | 0.6% | $10.90万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,989.26万 | 0.55% | 45,906 | 96 | 0.2% | $4.16万 | 加仓 |
| GOOGL | ALPHABET INC | $2,114.90万 | 0.58% | 59,180 | 3,731 | 6.7% | $133.33万 | 加仓 |
| IGIB | ISHARES TR | $2,202.40万 | 0.61% | 414,219 | 8,426 | 2.1% | $44.80万 | 加仓 |
| VLUE | ISHARES TR | $2,250.88万 | 0.62% | 112,651 | 47,560 | 73.1% | $950.30万 | 加仓 |
| AVGO | BROADCOM INC | $2,344.46万 | 0.65% | 62,064 | 1,814 | 3.0% | $68.52万 | 加仓 |
| AMZN | AMAZON COM INC | $2,420.41万 | 0.67% | 101,553 | 451 | 0.4% | $10.75万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $2,427.39万 | 0.67% | 477,457 | 8,500 | 1.8% | $43.21万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,553.16万 | 0.71% | 504,030 | 27,356 | 5.7% | $138.57万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $2,582.55万 | 0.71% | 643,546 | 19,354 | 3.1% | $77.67万 | 加仓 |
| IJR | ISHARES TR | $2,648.31万 | 0.73% | 178,566 | 3,688 | 2.1% | $54.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,670.09万 | 0.74% | 71,580 | 3,993 | 5.9% | $148.95万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,089.02万 | 0.85% | 41,365 | -287 | -0.7% | -$21.43万 | 减仓 |
| — | EXXON MOBIL CORP | $3,247.36万 | 0.90% | 237,519 | 2,633 | 1.1% | $36.00万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,519.93万 | 0.97% | 1,270,732 | 8,876 | 0.7% | $24.59万 | 加仓 |
| PMBS | PIMCO ETF TR | $3,632.32万 | 1.00% | 735,585 | 735,585 | — | $3,632.32万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $3,722.74万 | 1.03% | 54,203 | -126 | -0.2% | -$8.65万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,782.05万 | 1.05% | 805,719 | 33,721 | 4.4% | $158.29万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $3,831.24万 | 1.06% | 1,483,825 | -13,500 | -0.9% | -$34.86万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $4,048.19万 | 1.12% | 800,354 | 94,644 | 13.4% | $478.71万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,098.93万 | 1.13% | 575,288 | 8,110 | 1.4% | $57.78万 | 加仓 |
| MBB | ISHARES TR | $4,242.46万 | 1.17% | 448,842 | -355,414 | -44.2% | -$3,359.38万 | 减仓 |
| NE | NOBLE CORP PLC | $5,067.61万 | 1.40% | 1,358,610 | 56,931 | 4.4% | $212.35万 | 加仓 |
| IUSB | ISHARES TR | $5,290.81万 | 1.46% | 1,146,437 | 46,728 | 4.2% | $215.65万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $6,042.56万 | 1.67% | 2,450,348 | 69,346 | 2.9% | $171.01万 | 加仓 |
| AAPL | APPLE INC | $6,103.18万 | 1.69% | 210,920 | 6,016 | 2.9% | $174.08万 | 加仓 |
| IWF | ISHARES TR | $6,182.54万 | 1.71% | 497,910 | 1,722 | 0.3% | $21.38万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $7,088.17万 | 1.96% | 980,654 | 30,428 | 3.2% | $219.93万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $7,141.91万 | 1.98% | 1,217,925 | 33,603 | 2.8% | $197.05万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $8,552.27万 | 2.37% | 973,176 | -77,147 | -7.3% | -$677.97万 | 减仓 |
| USIG | ISHARES TR | $9,013.14万 | 2.49% | 1,757,289 | 65,149 | 3.9% | $334.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.01亿 | 2.80% | 505,177 | 24,904 | 5.2% | $498.30万 | 加仓 |
| EMXC | ISHARES INC | $1.09亿 | 3.02% | 1,067,982 | 9,590 | 0.9% | $98.11万 | 加仓 |
| IJH | ISHARES TR | $1.16亿 | 3.22% | 1,510,126 | 49,235 | 3.4% | $379.65万 | 加仓 |
| IEFA | ISHARES TR | $1.74亿 | 4.81% | 1,802,606 | 75,728 | 4.4% | $731.38万 | 加仓 |
| IVV | ISHARES TR | $5.24亿 | 14.50% | 700,246 | 21,652 | 3.2% | $1,621.50万 | 加仓 |