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 |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | $472.70万 | 0.15% | 12,865 | -19 | -0.1% | -$6,981 | 减仓 |
| IYW | ISHARES TR | $470.91万 | 0.15% | 25,957 | -133 | -0.5% | -$2.41万 | 减仓 |
| IWB | ISHARES TR | $462.86万 | 0.15% | 12,981 | 347 | 2.7% | $12.37万 | 加仓 |
| SGOV | ISHARES TR | $460.79万 | 0.15% | 45,777 | 10,385 | 29.3% | $104.54万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $455.86万 | 0.14% | 78,353 | -19,778 | -20.2% | -$115.07万 | 减仓 |
| HD | HOME DEPOT INC | $452.04万 | 0.14% | 13,745 | 159 | 1.2% | $5.23万 | 加仓 |
| BAC | BANK AMERICA CORP | $447.43万 | 0.14% | 91,780 | 57,572 | 168.3% | $280.66万 | 加仓 |
| VGT | VANGUARD WORLD FD | $440.28万 | 0.14% | 6,310 | -147 | -2.3% | -$10.26万 | 减仓 |
| QUAL | ISHARES TR | $439.49万 | 0.14% | 22,913 | -1,733 | -7.0% | -$33.24万 | 减仓 |
| C | CITIGROUP INC | $435.51万 | 0.14% | 38,401 | 30,728 | 400.5% | $348.49万 | 加仓 |
| WMB | WILLIAMS COS INC | $427.39万 | 0.14% | 58,723 | 42,679 | 266.0% | $310.62万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $423.33万 | 0.13% | 23,218 | 23,218 | — | $423.33万 | 新建仓 |
| BLK | BLACKROCK INC | $414.06万 | 0.13% | 4,306 | 3,402 | 376.3% | $327.14万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $411.47万 | 0.13% | 6,808 | 4,738 | 228.9% | $286.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $405.17万 | 0.13% | 12,630 | 4,729 | 59.9% | $151.71万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $402.05万 | 0.13% | 24,316 | 19,548 | 410.0% | $323.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $401.80万 | 0.13% | 4,032 | 1,814 | 81.8% | $180.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $396.71万 | 0.13% | 6,100 | 6,100 | — | $396.71万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $393.17万 | 0.12% | 110,100 | 53,677 | 95.1% | $191.68万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $380.35万 | 0.12% | 40,951 | 29,359 | 253.3% | $272.69万 | 加仓 |
| MS | MORGAN STANLEY | $373.62万 | 0.12% | 22,703 | 11,361 | 100.2% | $186.97万 | 加仓 |
| — | HONEYWELL INTL INC | $371.68万 | 0.12% | 16,444 | 10,130 | 160.4% | $228.97万 | 加仓 |
| MRK | MERCK & CO INC | $369.94万 | 0.12% | 30,754 | 14,925 | 94.3% | $179.53万 | 加仓 |
| CAT | CATERPILLAR INC | $369.20万 | 0.12% | 5,211 | 858 | 19.7% | $60.79万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $367.17万 | 0.12% | 28,041 | 21,261 | 313.6% | $278.39万 | 加仓 |
| USFR | WISDOMTREE TR | $363.57万 | 0.12% | 72,223 | 993 | 1.4% | $5.00万 | 加仓 |
| SUB | ISHARES TR | $351.07万 | 0.11% | 32,964 | 132 | 0.4% | $1.41万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $348.72万 | 0.11% | 6,979 | 4,214 | 152.4% | $210.56万 | 加仓 |
| QCOM | QUALCOMM INC | $348.25万 | 0.11% | 27,042 | 19,595 | 263.1% | $252.35万 | 加仓 |
| DHS | WISDOMTREE TR | $343.04万 | 0.11% | 31,409 | 31,409 | — | $343.04万 | 新建仓 |
| HYD | VANECK ETF TRUST | $341.63万 | 0.11% | 68,135 | 4,062 | 6.3% | $20.37万 | 加仓 |
| MPC | MARATHON PETE CORP | $341.52万 | 0.11% | 13,986 | -132 | -0.9% | -$3.22万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $338.22万 | 0.11% | 23,121 | 984 | 4.4% | $14.39万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $337.97万 | 0.11% | 10,001 | 1,649 | 19.7% | $55.73万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $320.34万 | 0.10% | 57,698 | 8,241 | 16.7% | $45.75万 | 加仓 |
| MDT | MEDTRONIC PLC | $318.65万 | 0.10% | 36,774 | 21,949 | 148.1% | $190.19万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $309.01万 | 0.10% | 106,079 | 38,892 | 57.9% | $113.29万 | 加仓 |
| EFV | ISHARES TR | $305.88万 | 0.10% | 41,140 | -13,920 | -25.3% | -$103.50万 | 减仓 |
| DG | DOLLAR GEN CORP | $300.22万 | 0.09% | 25,286 | 25,286 | — | $300.22万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $293.64万 | 0.09% | 23,467 | -4,596 | -16.4% | -$57.51万 | 减仓 |
| IJS | ISHARES TR | $290.70万 | 0.09% | 24,542 | -902 | -3.5% | -$10.68万 | 减仓 |
| IGSB | ISHARES TR | $290.07万 | 0.09% | 55,189 | 16,493 | 42.6% | $86.69万 | 加仓 |
| AMLP | ALPS ETF TR | $278.64万 | 0.09% | 52,933 | 4,201 | 8.6% | $22.11万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $277.58万 | 0.09% | 35,017 | 1,335 | 4.0% | $10.58万 | 加仓 |
| TJX | TJX COS INC NEW | $277.42万 | 0.09% | 17,371 | 10,245 | 143.8% | $163.61万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $271.33万 | 0.09% | 53,411 | -2,779 | -4.9% | -$14.12万 | 减仓 |
| COP | CONOCOPHILLIPS | $271.28万 | 0.09% | 20,552 | 93 | 0.5% | $1.23万 | 加仓 |
| KO | COCA COLA CO | $270.15万 | 0.09% | 35,523 | 2,514 | 7.6% | $19.12万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $270.13万 | 0.09% | 71,386 | 4,543 | 6.8% | $17.19万 | 加仓 |
| IYE | ISHARES TR | $269.35万 | 0.09% | 41,586 | -1,537 | -3.6% | -$9.96万 | 减仓 |
| MUB | ISHARES TR | $267.97万 | 0.08% | 25,245 | -14,232 | -36.1% | -$151.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $266.81万 | 0.08% | 18,472 | 1,791 | 10.7% | $25.87万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $264.82万 | 0.08% | 52,753 | 38,313 | 265.3% | $192.33万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $263.97万 | 0.08% | 25,711 | 15,916 | 162.5% | $163.41万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $262.12万 | 0.08% | 9,133 | 9,133 | — | $262.12万 | 新建仓 |
| ICSH | ISHARES TR | $260.98万 | 0.08% | 51,558 | 3,452 | 7.2% | $17.47万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $260.27万 | 0.08% | 93,454 | -1,913 | -2.0% | -$5.33万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $259.81万 | 0.08% | 7,570 | 4,062 | 115.8% | $139.41万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $255.77万 | 0.08% | 51,374 | 2,898 | 6.0% | $14.43万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $253.62万 | 0.08% | 104,454 | 79,192 | 313.5% | $192.28万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $247.09万 | 0.08% | 16,684 | 2,490 | 17.5% | $36.88万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $247.01万 | 0.08% | 10,191 | 1,723 | 20.3% | $41.76万 | 加仓 |
| SDY | SPDR SERIES TRUST | $246.38万 | 0.08% | 16,882 | 14,888 | 746.6% | $217.28万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $246.31万 | 0.08% | 27,845 | 120 | 0.4% | $1.06万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $244.61万 | 0.08% | 10,294 | 2,383 | 30.1% | $56.63万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $244.54万 | 0.08% | 12,021 | 5,866 | 95.3% | $119.33万 | 加仓 |
| ACWI | ISHARES TR | $244.19万 | 0.08% | 17,647 | 11 | 0.1% | $1,522 | 加仓 |
| ORCL | ORACLE CORP | $242.84万 | 0.08% | 16,507 | 5,944 | 56.3% | $87.44万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $242.71万 | 0.08% | 42,822 | 10,054 | 30.7% | $56.99万 | 加仓 |
| NFLX | NETFLIX INC. | $237.24万 | 0.08% | 24,674 | 3,336 | 15.6% | $32.08万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $236.59万 | 0.07% | 99,869 | 41,551 | 71.2% | $98.43万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $233.89万 | 0.07% | 23,775 | 10,726 | 82.2% | $105.52万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $233.15万 | 0.07% | 11,758 | 9,352 | 388.7% | $185.44万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $232.94万 | 0.07% | 8,209 | 6,097 | 288.7% | $173.01万 | 加仓 |
| ETN | EATON CORP PLC | $231.96万 | 0.07% | 6,485 | 1,590 | 32.5% | $56.87万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $231.79万 | 0.07% | 14,458 | 9,791 | 209.8% | $156.97万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $229.45万 | 0.07% | 42,452 | -5,176 | -10.9% | -$27.98万 | 减仓 |
| T | AT&T INC | $227.56万 | 0.07% | 78,497 | 4,149 | 5.6% | $12.03万 | 加仓 |
| MET | METLIFE INC | $224.41万 | 0.07% | 31,732 | 27,858 | 719.1% | $197.01万 | 加仓 |
| SHEL | SHELL PLC | $220.34万 | 0.07% | 23,693 | 527 | 2.3% | $4.90万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $217.63万 | 0.07% | 74,840 | -3,298 | -4.2% | -$9.59万 | 减仓 |
| PFE | PFIZER INC | $211.74万 | 0.07% | 75,406 | 51,722 | 218.4% | $145.24万 | 加仓 |
| EEM | ISHARES TR | $210.69万 | 0.07% | 37,099 | 16,184 | 77.4% | $91.91万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $209.55万 | 0.07% | 7,744 | 4,203 | 118.7% | $113.73万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $207.59万 | 0.07% | 5,299 | 1,159 | 28.0% | $45.40万 | 加仓 |
| IWV | ISHARES TR | $205.79万 | 0.07% | 5,552 | 568 | 11.4% | $21.05万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $204.76万 | 0.06% | 26,114 | 6,710 | 34.6% | $52.61万 | 加仓 |
| PSX | PHILLIPS 66 | $203.81万 | 0.06% | 11,188 | 1,994 | 21.7% | $36.33万 | 加仓 |
| ET | ENERGY TRANSFER L P | $203.52万 | 0.06% | 105,450 | -308 | -0.3% | -$5,944 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $202.97万 | 0.06% | 61,599 | 288 | 0.5% | $9,490 | 加仓 |
| DBEF | DBX ETF TR | $201.61万 | 0.06% | 40,813 | 14,904 | 57.5% | $73.62万 | 加仓 |
| VLO | VALERO ENERGY CORP | $199.67万 | 0.06% | 8,081 | 18 | 0.2% | $4,448 | 加仓 |
| ASML | ASML HLDG NV | $199.67万 | 0.06% | 1,512 | 448 | 42.1% | $59.16万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $198.95万 | 0.06% | 51,784 | -2,778 | -5.1% | -$10.67万 | 减仓 |
| GE | GE AEROSPACE | $198.16万 | 0.06% | 6,983 | 3,740 | 115.3% | $106.13万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $195.16万 | 0.06% | 50,093 | -17 | -0.0% | -$662 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $195.12万 | 0.06% | 14,682 | 329 | 2.3% | $4.37万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $193.20万 | 0.06% | 13,862 | 2,808 | 25.4% | $39.14万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $189.30万 | 0.06% | 81,526 | -6,594 | -7.5% | -$15.31万 | 减仓 |
| UNP | UNION PAC CORP | $189.29万 | 0.06% | 7,802 | 4,653 | 147.8% | $112.89万 | 加仓 |