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 |
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TR | $214.26万 | 0.06% | 13,708 | 2,957 | 27.5% | $46.22万 | 加仓 |
| COP | CONOCOPHILLIPS | $213.90万 | 0.06% | 20,575 | 23 | 0.1% | $2,391 | 加仓 |
| EMR | EMERSON ELEC CO | $211.67万 | 0.06% | 14,787 | 1,148 | 8.4% | $16.43万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $206.49万 | 0.06% | 50,058 | -35 | -0.1% | -$1,444 | 减仓 |
| ACWX | ISHARES TR | $201.73万 | 0.06% | 26,505 | 3,576 | 15.6% | $27.22万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $200.38万 | 0.06% | 23,439 | -314 | -1.3% | -$2.68万 | 减仓 |
| TXN | TEXAS INSTRS INC | $199.13万 | 0.06% | 6,681 | 245 | 3.8% | $7.30万 | 加仓 |
| PSX | PHILLIPS 66 | $198.84万 | 0.05% | 11,762 | 574 | 5.1% | $9.70万 | 加仓 |
| HON | HONEYWELL INTL INC | $198.60万 | 0.05% | 8,870 | -7,574 | -46.1% | -$169.58万 | 减仓 |
| SHLD | GLOBAL X FDS | $197.86万 | 0.05% | 33,137 | 12,542 | 60.9% | $74.89万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $196.10万 | 0.05% | 8,870 | 8,870 | — | $196.10万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $195.89万 | 0.05% | 38,797 | 18,558 | 91.7% | $93.70万 | 加仓 |
| EFG | ISHARES TR | $195.74万 | 0.05% | 15,733 | 2,660 | 20.3% | $33.09万 | 加仓 |
| GOVT | ISHARES TR | $194.67万 | 0.05% | 85,456 | 27,287 | 46.9% | $62.16万 | 加仓 |
| SBUX | STARBUCKS CORP | $194.58万 | 0.05% | 19,041 | 1,118 | 6.2% | $11.42万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $194.44万 | 0.05% | 14,777 | 915 | 6.6% | $12.04万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $194.27万 | 0.05% | 38,568 | 5,983 | 18.4% | $30.14万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $192.00万 | 0.05% | 16,371 | -164 | -1.0% | -$1.92万 | 减仓 |
| PFE | PFIZER INC | $191.25万 | 0.05% | 79,424 | 4,018 | 5.3% | $9.68万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $191.01万 | 0.05% | 82,582 | 1,056 | 1.3% | $2.44万 | 加仓 |
| TFC | TRUIST FINL CORP | $190.85万 | 0.05% | 38,308 | 2,313 | 6.4% | $11.52万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $190.32万 | 0.05% | 9,487 | 488 | 5.4% | $9.79万 | 加仓 |
| QQQI | NEOS ETF TRUST | $188.43万 | 0.05% | 33,179 | 6,478 | 24.3% | $36.79万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $186.99万 | 0.05% | 6,378 | 338 | 5.6% | $9.91万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $186.85万 | 0.05% | 41,075 | 1,134 | 2.8% | $5.16万 | 加仓 |
| BX | BLACKSTONE INC | $184.94万 | 0.05% | 15,717 | 684 | 4.5% | $8.05万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $184.31万 | 0.05% | 14,589 | 727 | 5.2% | $9.18万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $183.24万 | 0.05% | 11,202 | 705 | 6.7% | $11.53万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $183.20万 | 0.05% | 16,689 | 2,390 | 16.7% | $26.24万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $179.40万 | 0.05% | 39,257 | 381 | 1.0% | $1.74万 | 加仓 |
| LIN | LINDE PLC | $178.75万 | 0.05% | 3,444 | 103 | 3.1% | $5.35万 | 加仓 |
| IXN | ISHARES TR | $175.66万 | 0.05% | 12,158 | -305 | -2.4% | -$4.41万 | 减仓 |
| VV | VANGUARD INDEX FDS | $175.12万 | 0.05% | 5,092 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $174.19万 | 0.05% | 20,568 | 330 | 1.6% | $2.79万 | 加仓 |
| SYK | STRYKER CORPORATION | $173.83万 | 0.05% | 5,521 | 205 | 3.9% | $6.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $173.81万 | 0.05% | 39,182 | 26,526 | 209.6% | $117.67万 | 加仓 |
| GEV | GE VERNOVA INC | $173.80万 | 0.05% | 1,479 | 97 | 7.0% | $11.40万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $172.70万 | 0.05% | 4,722 | 624 | 15.2% | $22.82万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $171.72万 | 0.05% | 19,795 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $170.72万 | 0.05% | 22,017 | -1,676 | -7.1% | -$13.00万 | 减仓 |
| EFV | ISHARES TR | $168.47万 | 0.05% | 22,008 | -19,132 | -46.5% | -$146.45万 | 减仓 |
| NFLX | NETFLIX INC. | $167.17万 | 0.05% | 23,413 | -1,261 | -5.1% | -$9.00万 | 减仓 |
| IDV | ISHARES TR | $166.94万 | 0.05% | 40,295 | 208 | 0.5% | $8,617 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $165.70万 | 0.05% | 17,958 | 1,150 | 6.8% | $10.61万 | 加仓 |
| BA | BOEING CO | $165.48万 | 0.05% | 7,644 | 1,203 | 18.7% | $26.04万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $164.83万 | 0.05% | 9,248 | 823 | 9.8% | $14.67万 | 加仓 |
| MO | ALTRIA GROUP INC | $162.24万 | 0.04% | 22,549 | 958 | 4.4% | $6.89万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $160.82万 | 0.04% | 46,200 | 114 | 0.2% | $3,968 | 加仓 |
| URA | GLOBAL X FDS | $158.75万 | 0.04% | 36,326 | 11,887 | 48.6% | $51.95万 | 加仓 |
| LOW | LOWES COS INC | $155.03万 | 0.04% | 7,031 | -160 | -2.2% | -$3.53万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $153.41万 | 0.04% | 12,328 | 570 | 4.8% | $7.09万 | 加仓 |
| CI | THE CIGNA GROUP | $153.09万 | 0.04% | 5,553 | 190 | 3.5% | $5.24万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $152.35万 | 0.04% | 6,413 | 151 | 2.4% | $3.59万 | 加仓 |
| NVO | NOVO-NORDISK A S | $151.65万 | 0.04% | 31,634 | 4,708 | 17.5% | $22.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $148.45万 | 0.04% | 21,237 | 12 | 0.1% | $839 | 加仓 |
| T | AT&T INC | $148.35万 | 0.04% | 71,667 | -6,830 | -8.7% | -$14.14万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $148.06万 | 0.04% | 34,346 | -16,570 | -32.5% | -$71.43万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $145.47万 | 0.04% | 28,300 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $144.52万 | 0.04% | 14,313 | 14,313 | — | $144.52万 | 新建仓 |
| CME | CME GROUP INC | $144.09万 | 0.04% | 6,525 | 550 | 9.2% | $12.15万 | 加仓 |
| UL | UNILEVER PLC | $144.04万 | 0.04% | 23,959 | 2,373 | 11.0% | $14.27万 | 加仓 |
| WM | WASTE MGMT INC DEL | $139.95万 | 0.04% | 6,279 | 171 | 2.8% | $3.81万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $139.85万 | 0.04% | 8,185 | 8,185 | — | $139.85万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $139.60万 | 0.04% | 41,933 | -9,851 | -19.0% | -$32.79万 | 减仓 |
| PFXF | VANECK ETF TRUST | $138.40万 | 0.04% | 77,580 | 2,252 | 3.0% | $4.02万 | 加仓 |
| NVS | NOVARTIS AG | $136.33万 | 0.04% | 8,699 | -444 | -4.9% | -$6.96万 | 减仓 |
| SSO | PROSHARES TR | $134.97万 | 0.04% | 20,032 | 7 | 0.0% | $472 | 加仓 |
| O | REALTY INCOME CORP | $134.68万 | 0.04% | 21,737 | 3,104 | 16.7% | $19.23万 | 加仓 |
| WFC | WELLS FARGO & CO | $132.73万 | 0.04% | 16,062 | -608 | -3.6% | -$5.02万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $132.71万 | 0.04% | 9,759 | 1,211 | 14.2% | $16.47万 | 加仓 |
| COWZ | PACER FDS TR | $131.17万 | 0.04% | 21,088 | -1,542 | -6.8% | -$9.59万 | 减仓 |
| ITOT | ISHARES TR | $129.10万 | 0.04% | 7,859 | -37 | -0.5% | -$6,078 | 减仓 |
| ICF | ISHARES TR | $128.95万 | 0.04% | 19,068 | -260 | -1.3% | -$1.76万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $128.45万 | 0.04% | 5,428 | 74 | 1.4% | $1.75万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $127.78万 | 0.04% | 24,218 | 414 | 1.7% | $2.18万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $127.51万 | 0.04% | 40,186 | 2,046 | 5.4% | $6.49万 | 加仓 |
| SCZ | ISHARES TR | $125.73万 | 0.03% | 15,283 | -68 | -0.4% | -$5,594 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $125.15万 | 0.03% | 11,312 | 3,430 | 43.5% | $37.95万 | 加仓 |
| FFIV | F5 INC | $124.91万 | 0.03% | 3,003 | 186 | 6.6% | $7.74万 | 加仓 |
| IAU | ISHARES GOLD TR | $124.57万 | 0.03% | 16,497 | 198 | 1.2% | $1.50万 | 加仓 |
| ECL | ECOLAB INC | $123.45万 | 0.03% | 4,431 | 333 | 8.1% | $9.28万 | 加仓 |
| IEF | ISHARES TR | $122.46万 | 0.03% | 12,949 | 3,007 | 30.2% | $28.44万 | 加仓 |
| KLAC | KLA CORP | $121.90万 | 0.03% | 4,040 | 1,020 | 33.8% | $30.78万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $120.50万 | 0.03% | 11,248 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $119.14万 | 0.03% | 524 | 133 | 34.0% | $30.24万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $118.02万 | 0.03% | 5,141 | 595 | 13.1% | $13.66万 | 加仓 |
| BP | BP PLC | $117.13万 | 0.03% | 31,699 | 1,701 | 5.7% | $6.29万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $116.74万 | 0.03% | 6,872 | 1,523 | 28.5% | $25.87万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $116.33万 | 0.03% | 12,056 | -3,971 | -24.8% | -$38.32万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $115.84万 | 0.03% | 16,867 | 37 | 0.2% | $2,541 | 加仓 |
| PULS | PGIM ETF TR | $115.44万 | 0.03% | 23,298 | 15,177 | 186.9% | $75.20万 | 加仓 |
| EES | WISDOMTREE TR | $114.54万 | 0.03% | 16,897 | 1 | 0.0% | $68 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $114.32万 | 0.03% | 14,905 | 67 | 0.5% | $5,139 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $114.29万 | 0.03% | 26,492 | -822 | -3.0% | -$3.55万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $113.81万 | 0.03% | 21,429 | -97 | -0.5% | -$5,152 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $112.93万 | 0.03% | 11,500 | 4 | 0.0% | $393 | 加仓 |
| ARCC | ARES CAPITAL CORP | $112.23万 | 0.03% | 60,567 | 7,004 | 13.1% | $12.98万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $112.00万 | 0.03% | 14,660 | 187 | 1.3% | $1.43万 | 加仓 |
| USB | US BANCORP | $111.46万 | 0.03% | 18,453 | 836 | 4.7% | $5.05万 | 加仓 |
| CWB | SPDR SERIES TRUST | $109.34万 | 0.03% | 10,141 | 1,673 | 19.8% | $18.04万 | 加仓 |