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 |
|---|---|---|---|---|---|---|---|---|
| IALT | BLACKROCK ETF TRUST | $108.77万 | 0.03% | 38,777 | 38,777 | — | $108.77万 | 新建仓 |
| MTUM | ISHARES TR | $107.95万 | 0.03% | 3,149 | -304 | -8.8% | -$10.42万 | 减仓 |
| PSA | PUBLIC STORAGE | $107.13万 | 0.03% | 3,366 | 88 | 2.7% | $2.80万 | 加仓 |
| OKE | ONEOK INC NEW | $105.94万 | 0.03% | 12,185 | -469 | -3.7% | -$4.08万 | 减仓 |
| VMI | VALMONT INDS INC | $105.47万 | 0.03% | 1,826 | -239 | -11.6% | -$13.81万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $104.44万 | 0.03% | 35,523 | 192 | 0.5% | $5,645 | 加仓 |
| DE | DEERE & CO | $104.43万 | 0.03% | 1,646 | 62 | 3.9% | $3.93万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $104.40万 | 0.03% | 3,728 | 43 | 1.2% | $1.20万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $104.32万 | 0.03% | 1,367 | 197 | 16.8% | $15.03万 | 加仓 |
| CSX | CSX CORP | $104.27万 | 0.03% | 21,938 | 931 | 4.4% | $4.42万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $103.69万 | 0.03% | 26,051 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $102.91万 | 0.03% | 27,911 | 5 | 0.0% | $184 | 加仓 |
| ET | ENERGY TRANSFER L P | $102.78万 | 0.03% | 53,755 | -51,695 | -49.0% | -$98.84万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $102.63万 | 0.03% | 44,710 | 15,794 | 54.6% | $36.26万 | 加仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $102.02万 | 0.03% | 44,550 | 44,550 | — | $102.02万 | 新建仓 |
| XTEN | BONDBLOXX ETF TRUST | $101.93万 | 0.03% | 22,363 | -8,892 | -28.4% | -$40.53万 | 减仓 |
| PFF | ISHARES TR | $101.81万 | 0.03% | 33,393 | 8,114 | 32.1% | $24.74万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $100.89万 | 0.03% | 21,399 | 12,426 | 138.5% | $58.58万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $100.44万 | 0.03% | 4,714 | 234 | 5.2% | $4.99万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $99.79万 | 0.03% | 3,011 | 17 | 0.6% | $5,634 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $99.29万 | 0.03% | 38,234 | 38,234 | — | $99.29万 | 新建仓 |
| WAT | WATERS CORP | $98.86万 | 0.03% | 2,636 | 194 | 7.9% | $7.28万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $97.20万 | 0.03% | 7,318 | 623 | 9.3% | $8.28万 | 加仓 |
| SO | SOUTHERN CO | $97.18万 | 0.03% | 10,153 | 2,210 | 27.8% | $21.15万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $96.90万 | 0.03% | 2,865 | 485 | 20.4% | $16.40万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $96.24万 | 0.03% | 31,899 | 10 | 0.0% | $302 | 加仓 |
| DEM | WISDOMTREE TR | $96.10万 | 0.03% | 17,866 | 449 | 2.6% | $2.42万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $95.70万 | 0.03% | 946 | 347 | 57.9% | $35.10万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $95.33万 | 0.03% | 21,252 | 5,652 | 36.2% | $25.35万 | 加仓 |
| CLX | CLOROX CO DEL | $95.12万 | 0.03% | 9,966 | 2,124 | 27.1% | $20.27万 | 加仓 |
| AIQ | GLOBAL X FDS | $95.06万 | 0.03% | 14,489 | 210 | 1.5% | $1.38万 | 加仓 |
| CRM | SALESFORCE INC | $94.98万 | 0.03% | 6,063 | -260 | -4.1% | -$4.07万 | 减仓 |
| GIGB | GOLDMAN SACHS ETF TR | $94.73万 | 0.03% | 20,634 | 5,510 | 36.4% | $25.30万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $94.66万 | 0.03% | 13,117 | 1,131 | 9.4% | $8.16万 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $94.26万 | 0.03% | 5,586 | 825 | 17.3% | $13.92万 | 加仓 |
| YUM | YUM BRANDS INC | $93.68万 | 0.03% | 5,860 | 411 | 7.5% | $6.57万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $93.62万 | 0.03% | 1,670 | 118 | 7.6% | $6.62万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $93.54万 | 0.03% | 10,203 | 727 | 7.7% | $6.66万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $92.86万 | 0.03% | 3,772 | 121 | 3.3% | $2.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $92.66万 | 0.03% | 11,253 | -705 | -5.9% | -$5.80万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $91.44万 | 0.03% | 14,805 | -678 | -4.4% | -$4.19万 | 减仓 |
| AEE | AMEREN CORP | $91.43万 | 0.03% | 8,088 | 116 | 1.5% | $1.31万 | 加仓 |
| SLV | ISHARES SILVER TR | $90.41万 | 0.03% | 16,908 | 5,832 | 52.7% | $31.18万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $89.86万 | 0.02% | 1,809 | 74 | 4.3% | $3.68万 | 加仓 |
| IXJ | ISHARES TR | $89.77万 | 0.02% | 9,125 | 174 | 1.9% | $1.71万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $89.70万 | 0.02% | 39,619 | 6,622 | 20.1% | $14.99万 | 加仓 |
| IFRA | ISHARES TR | $89.57万 | 0.02% | 14,209 | -16,282 | -53.4% | -$102.64万 | 减仓 |
| MINT | PIMCO ETF TR | $89.54万 | 0.02% | 8,882 | 943 | 11.9% | $9.51万 | 加仓 |
| NKE | NIKE INC | $89.52万 | 0.02% | 21,808 | -223 | -1.0% | -$9,154 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $87.48万 | 0.02% | 15,742 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $87.26万 | 0.02% | 6,378 | 215 | 3.5% | $2.94万 | 加仓 |
| ORI | OLD REP INTL CORP | $87.00万 | 0.02% | 21,262 | -2,171 | -9.3% | -$8.88万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $86.96万 | 0.02% | 3,094 | 150 | 5.1% | $4.22万 | 加仓 |
| IEI | ISHARES TR | $86.86万 | 0.02% | 7,395 | 25 | 0.3% | $2,936 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $86.22万 | 0.02% | 19,826 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $85.87万 | 0.02% | 11,697 | 10 | 0.1% | $734 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $85.52万 | 0.02% | 10,347 | -115 | -1.1% | -$9,505 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $85.33万 | 0.02% | 14,387 | 0 | 0.0% | — | 不变 |
| IDEF | BLACKROCK ETF TRUST | $84.45万 | 0.02% | 26,573 | 8,340 | 45.7% | $26.50万 | 加仓 |
| ITA | ISHARES TR | $83.69万 | 0.02% | 3,452 | 78 | 2.3% | $1.89万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $83.47万 | 0.02% | 8,656 | 2,625 | 43.5% | $25.31万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $83.46万 | 0.02% | 3,727 | 1,333 | 55.7% | $29.85万 | 加仓 |
| AZO | AUTOZONE INC | $81.82万 | 0.02% | 256 | 1 | 0.4% | $3,196 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $81.81万 | 0.02% | 28,251 | 15 | 0.1% | $434 | 加仓 |
| EOG | EOG RES INC | $81.70万 | 0.02% | 6,297 | 628 | 11.1% | $8.15万 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $81.01万 | 0.02% | 12,905 | 63 | 0.5% | $3,955 | 加仓 |
| ALL | ALLSTATE CORP | $80.98万 | 0.02% | 3,403 | 151 | 4.6% | $3.59万 | 加仓 |
| IVLU | ISHARES TR | $80.91万 | 0.02% | 19,348 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $80.64万 | 0.02% | 1,980 | 471 | 31.2% | $19.18万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $80.53万 | 0.02% | 8,101 | 36 | 0.4% | $3,578 | 加仓 |
| USHY | ISHARES TR | $80.25万 | 0.02% | 21,677 | 2,863 | 15.2% | $10.60万 | 加仓 |
| ADI | ANALOG DEVICES INC | $79.98万 | 0.02% | 2,014 | 351 | 21.1% | $13.94万 | 加仓 |
| — | PROSHARES TR II | $79.28万 | 0.02% | 35,000 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $79.22万 | 0.02% | 12,597 | 666 | 5.6% | $4.19万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $78.79万 | 0.02% | 7,029 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $78.64万 | 0.02% | 13,347 | -1 | -0.0% | -$59 | 减仓 |
| NEM | NEWMONT CORP | $78.10万 | 0.02% | 8,362 | -151 | -1.8% | -$1.41万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $77.71万 | 0.02% | 15,453 | 15,453 | — | $77.71万 | 新建仓 |
| RIO | RIO TINTO PLC | $77.61万 | 0.02% | 8,175 | 238 | 3.0% | $2.26万 | 加仓 |
| SLB | SLB LIMITED | $77.53万 | 0.02% | 16,677 | -125 | -0.7% | -$5,811 | 减仓 |
| NOW | SERVICENOW INC | $76.45万 | 0.02% | 7,700 | -1,636 | -17.5% | -$16.24万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $76.41万 | 0.02% | 1,196 | 352 | 41.7% | $22.49万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $76.24万 | 0.02% | 3,096 | 210 | 7.3% | $5.17万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $75.99万 | 0.02% | 1,516 | -525 | -25.7% | -$26.32万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $75.94万 | 0.02% | 8,428 | -805 | -8.7% | -$7.25万 | 减仓 |
| AVGO | BROADCOM INC 看涨期权 | $75.55万 | 0.02% | 2,000 | 2,000 | — | $75.55万 | 新建仓 |
| CVS | CVS HEALTH CORP | $75.51万 | 0.02% | 7,300 | 609 | 9.1% | $6.30万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $74.81万 | 0.02% | 14,840 | 40 | 0.3% | $2,016 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $74.44万 | 0.02% | 9,836 | 9,836 | — | $74.44万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $74.25万 | 0.02% | 7,315 | 19 | 0.3% | $1,929 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $73.84万 | 0.02% | 5,919 | 904 | 18.0% | $11.28万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $73.56万 | 0.02% | 12,766 | 606 | 5.0% | $3.49万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $73.39万 | 0.02% | 4,676 | 65 | 1.4% | $1.02万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $72.94万 | 0.02% | 3,873 | 88 | 2.3% | $1.66万 | 加仓 |
| ISTB | ISHARES TR | $70.87万 | 0.02% | 14,688 | -43 | -0.3% | -$2,075 | 减仓 |
| NDAQ | NASDAQ INC | $70.74万 | 0.02% | 8,975 | 1,896 | 26.8% | $14.94万 | 加仓 |
| IJT | ISHARES TR | $70.61万 | 0.02% | 3,953 | 245 | 6.6% | $4.38万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $70.60万 | 0.02% | 6,969 | 3,377 | 94.0% | $34.21万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $70.53万 | 0.02% | 1,635 | 474 | 40.8% | $20.45万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $70.51万 | 0.02% | 4,659 | 109 | 2.4% | $1.65万 | 加仓 |