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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP | $91.63万 | 0.03% | 17,617 | 3,229 | 22.4% | $16.79万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $90.53万 | 0.03% | 15,483 | 501 | 3.3% | $2.93万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $90.27万 | 0.03% | 35,331 | 4,028 | 12.9% | $10.29万 | 加仓 |
| DE | DEERE & CO | $89.23万 | 0.03% | 1,584 | 234 | 17.3% | $13.18万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $89.21万 | 0.03% | 7,882 | -62 | -0.8% | -$7,017 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $88.79万 | 0.03% | 3,278 | 356 | 12.2% | $9.64万 | 加仓 |
| AEE | AMEREN CORP | $87.63万 | 0.03% | 7,972 | 19 | 0.2% | $2,088 | 加仓 |
| IEI | ISHARES TR | $87.41万 | 0.03% | 7,370 | 6 | 0.1% | $712 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $87.20万 | 0.03% | 5,000 | 5,000 | — | $87.20万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $86.76万 | 0.03% | 2,538 | 142 | 5.9% | $4.85万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $86.57万 | 0.03% | 10,462 | -672 | -6.0% | -$5.56万 | 减仓 |
| DEM | WISDOMTREE TR | $86.55万 | 0.03% | 17,417 | 17,417 | — | $86.55万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $86.40万 | 0.03% | 27,906 | 371 | 1.3% | $1.15万 | 加仓 |
| SLB | SLB LIMITED | $86.34万 | 0.03% | 16,802 | 228 | 1.4% | $1.17万 | 加仓 |
| CSX | CSX CORP | $86.23万 | 0.03% | 21,007 | -700 | -3.2% | -$2.87万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $86.22万 | 0.03% | 11,986 | 5,714 | 91.1% | $41.10万 | 加仓 |
| AZO | AUTOZONE INC | $86.13万 | 0.03% | 255 | 119 | 87.5% | $40.20万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $86.10万 | 0.03% | 2,994 | 2,994 | — | $86.10万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $86.06万 | 0.03% | 11,687 | -211 | -1.8% | -$1.55万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $85.06万 | 0.03% | 11,958 | -2,012 | -14.4% | -$14.31万 | 减仓 |
| YUM | YUM BRANDS INC | $84.72万 | 0.03% | 5,449 | 5,449 | — | $84.72万 | 新建仓 |
| IXJ | ISHARES TR | $83.73万 | 0.03% | 8,951 | 4 | 0.0% | $374 | 加仓 |
| MTUM | ISHARES TR | $82.87万 | 0.03% | 3,453 | 189 | 5.8% | $4.54万 | 加仓 |
| VMI | VALMONT INDS INC | $82.51万 | 0.03% | 2,065 | -41 | -1.9% | -$1.64万 | 减仓 |
| EOG | EOG RES INC | $81.96万 | 0.03% | 5,669 | 119 | 2.1% | $1.72万 | 加仓 |
| FFIV | F5 INC | $81.50万 | 0.03% | 2,817 | 2,817 | — | $81.50万 | 新建仓 |
| CLX | CLOROX CO DEL | $81.26万 | 0.03% | 7,842 | 7,842 | — | $81.26万 | 新建仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $80.84万 | 0.03% | 19,826 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $80.79万 | 0.03% | 6,163 | 682 | 12.4% | $8.94万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $80.76万 | 0.03% | 9,476 | 1,857 | 24.4% | $15.83万 | 加仓 |
| MINT | PIMCO ETF TR | $79.84万 | 0.03% | 7,939 | -3,722 | -31.9% | -$37.43万 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $79.78万 | 0.03% | 12,842 | 12,842 | — | $79.78万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $78.77万 | 0.02% | 15,742 | 1,292 | 8.9% | $6.47万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $78.70万 | 0.02% | 8,548 | 511 | 6.4% | $4.70万 | 加仓 |
| VB | VANGUARD INDEX FDS | $78.49万 | 0.02% | 2,997 | 200 | 7.2% | $5.24万 | 加仓 |
| CWB | SPDR SERIES TRUST | $77.50万 | 0.02% | 8,468 | 2,729 | 47.6% | $24.98万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $77.48万 | 0.02% | 1,735 | 381 | 28.1% | $17.01万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $77.34万 | 0.02% | 6,165 | -278 | -4.3% | -$3.49万 | 减仓 |
| IVLU | ISHARES TR | $76.77万 | 0.02% | 19,348 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $76.66万 | 0.02% | 7,943 | 2,617 | 49.1% | $25.26万 | 加仓 |
| PFF | ISHARES TR | $76.65万 | 0.02% | 25,279 | 4,388 | 21.0% | $13.30万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $76.31万 | 0.02% | 6,695 | 6,695 | — | $76.31万 | 新建仓 |
| — | PROSHARES TR II | $75.98万 | 0.02% | 35,000 | 35,000 | — | $75.98万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $75.86万 | 0.02% | 8,065 | -206 | -2.5% | -$1.94万 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $75.78万 | 0.02% | 45,874 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $75.71万 | 0.02% | 3,642 | -29 | -0.8% | -$6,028 | 减仓 |
| SLV | ISHARES SILVER TR | $75.47万 | 0.02% | 11,076 | 252 | 2.3% | $1.72万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $75.15万 | 0.02% | 3,651 | 3,651 | — | $75.15万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $74.84万 | 0.02% | 32,997 | 2,228 | 7.2% | $5.05万 | 加仓 |
| RIO | RIO TINTO PLC | $74.04万 | 0.02% | 7,937 | -256 | -3.1% | -$2.39万 | 减仓 |
| ITA | ISHARES TR | $73.81万 | 0.02% | 3,374 | -1,535 | -31.3% | -$33.58万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $73.75万 | 0.02% | 12,160 | 2,462 | 25.4% | $14.93万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $73.46万 | 0.02% | 14,800 | 2,369 | 19.1% | $11.76万 | 加仓 |
| HAL | HALLIBURTON CO | $73.04万 | 0.02% | 18,734 | 410 | 2.2% | $1.60万 | 加仓 |
| WAT | WATERS CORP | $72.72万 | 0.02% | 2,442 | 2,442 | — | $72.72万 | 新建仓 |
| EG | EVEREST GROUP LTD | $72.69万 | 0.02% | 2,224 | -5 | -0.2% | -$1,634 | 减仓 |
| RGLD | ROYAL GOLD INC | $72.51万 | 0.02% | 2,849 | 160 | 6.0% | $4.07万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $72.00万 | 0.02% | 2,380 | -100 | -4.0% | -$3.03万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $71.54万 | 0.02% | 4,550 | 3,493 | 330.5% | $54.92万 | 加仓 |
| ISTB | ISHARES TR | $71.38万 | 0.02% | 14,731 | 426 | 3.0% | $2.06万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $71.20万 | 0.02% | 14,387 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $70.87万 | 0.02% | 28,236 | 114 | 0.4% | $2,861 | 加仓 |
| TLTW | ISHARES TR | $70.49万 | 0.02% | 31,163 | -4,380 | -12.3% | -$9.91万 | 减仓 |
| INTC | INTEL CORP | $70.46万 | 0.02% | 15,966 | 480 | 3.1% | $2.12万 | 加仓 |
| AFL | AFLAC INC | $70.32万 | 0.02% | 6,410 | 6 | 0.1% | $658 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $70.13万 | 0.02% | 11,931 | -545 | -4.4% | -$3.20万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $69.53万 | 0.02% | 15,600 | 6,628 | 73.9% | $29.54万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $69.42万 | 0.02% | 9,233 | 300 | 3.4% | $2.26万 | 加仓 |
| USHY | ISHARES TR | $69.31万 | 0.02% | 18,814 | 10,969 | 139.8% | $40.41万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $69.27万 | 0.02% | 15,124 | 6,402 | 73.4% | $29.32万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $69.04万 | 0.02% | 3,490 | 6 | 0.2% | $1,187 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $68.99万 | 0.02% | 7,296 | 21 | 0.3% | $1,986 | 加仓 |
| PAVE | GLOBAL X FDS | $67.82万 | 0.02% | 13,348 | -3,921 | -22.7% | -$19.92万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $67.65万 | 0.02% | 14,410 | 670 | 4.9% | $3.15万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $67.45万 | 0.02% | 7,029 | 7,029 | — | $67.45万 | 新建仓 |
| ALL | ALLSTATE CORP | $67.43万 | 0.02% | 3,252 | 132 | 4.2% | $2.74万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $67.01万 | 0.02% | 28,916 | 28,916 | — | $67.01万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $66.95万 | 0.02% | 13,560 | -76 | -0.6% | -$3,752 | 减仓 |
| AIQ | GLOBAL X FDS | $66.64万 | 0.02% | 14,279 | 4,920 | 52.6% | $22.96万 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $66.53万 | 0.02% | 4,761 | 6 | 0.1% | $838 | 加仓 |
| TLH | ISHARES TR | $66.35万 | 0.02% | 6,587 | 372 | 6.0% | $3.75万 | 加仓 |
| GOOG | ALPHABET INC 看涨期权 | $65.98万 | 0.02% | 2,300 | 2,300 | — | $65.98万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $65.91万 | 0.02% | 1,552 | 140 | 9.9% | $5.95万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $65.87万 | 0.02% | 965 | 9 | 0.9% | $6,143 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $65.76万 | 0.02% | 29,450 | 1,495 | 5.3% | $3.34万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $65.67万 | 0.02% | 5,349 | 3,514 | 191.5% | $43.14万 | 加仓 |
| TMUS | T-MOBILE US INC | $64.84万 | 0.02% | 3,087 | 480 | 18.4% | $10.08万 | 加仓 |
| USMV | ISHARES TR | $64.38万 | 0.02% | 6,942 | -334 | -4.6% | -$3.10万 | 减仓 |
| SPGI | S&P GLOBAL INC | $64.19万 | 0.02% | 1,509 | 894 | 145.4% | $38.03万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $63.78万 | 0.02% | 4,611 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $63.58万 | 0.02% | 1,465 | 520 | 55.0% | $22.57万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $63.35万 | 0.02% | 4,028 | 2,354 | 140.6% | $37.02万 | 加仓 |
| FSLR | FIRST SOLAR INC | $63.22万 | 0.02% | 3,205 | -133 | -4.0% | -$2.62万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $63.19万 | 0.02% | 9,783 | 253 | 2.7% | $1.63万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $62.86万 | 0.02% | 3,785 | 166 | 4.6% | $2.76万 | 加仓 |
| FDX | FEDEX CORP | $61.51万 | 0.02% | 1,727 | 143 | 9.0% | $5.09万 | 加仓 |
| SUSB | ISHARES TR | $61.14万 | 0.02% | 24,391 | 180 | 0.7% | $4,512 | 加仓 |
| TLT | ISHARES TR | $60.72万 | 0.02% | 7,004 | 5 | 0.1% | $433 | 加仓 |
| CB | CHUBB LTD SWITZ | $60.54万 | 0.02% | 1,857 | 148 | 8.7% | $4.82万 | 加仓 |
| NDAQ | NASDAQ INC | $60.10万 | 0.02% | 7,079 | 4,366 | 160.9% | $37.06万 | 加仓 |