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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | $44.36万 | 0.01% | 5,402 | -3 | -0.1% | -$246 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $44.33万 | 0.01% | 6,003 | 6,003 | — | $44.33万 | 新建仓 |
| IBTI | ISHARES TR | $44.22万 | 0.01% | 19,975 | 1,581 | 8.6% | $3.50万 | 加仓 |
| GLDM | WORLD GOLD TR | $44.18万 | 0.01% | 5,563 | 617 | 12.5% | $4.90万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $44.09万 | 0.01% | 2,140 | 42 | 2.0% | $8,652 | 加仓 |
| MCO | MOODYS CORP | $43.96万 | 0.01% | 971 | 160 | 19.7% | $7.24万 | 加仓 |
| LQD | ISHARES TR | $43.93万 | 0.01% | 4,027 | 26 | 0.6% | $2,836 | 加仓 |
| BIL | SPDR SERIES TRUST | $43.92万 | 0.01% | 4,793 | 344 | 7.7% | $3.15万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $43.88万 | 0.01% | 1,510 | 24 | 1.6% | $6,974 | 加仓 |
| DDOG | DATADOG INC | $43.69万 | 0.01% | 1,678 | 1,678 | — | $43.69万 | 新建仓 |
| XYZ | BLOCK INC | $43.35万 | 0.01% | 5,704 | 166 | 3.0% | $1.26万 | 加仓 |
| DASH | DOORDASH INC | $43.27万 | 0.01% | 2,345 | 149 | 6.8% | $2.75万 | 加仓 |
| OEF | ISHARES TR | $43.17万 | 0.01% | 1,180 | 46 | 4.1% | $1.68万 | 加仓 |
| SHOP | SHOPIFY INC | $42.87万 | 0.01% | 3,755 | 198 | 5.6% | $2.26万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $42.73万 | 0.01% | 5,649 | 241 | 4.5% | $1.82万 | 加仓 |
| IBDS | ISHARES TR | $42.70万 | 0.01% | 17,632 | 1,447 | 8.9% | $3.50万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $42.34万 | 0.01% | 15,371 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $42.33万 | 0.01% | 30,452 | 10,614 | 53.5% | $14.75万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $42.08万 | 0.01% | 15,702 | 215 | 1.4% | $5,762 | 加仓 |
| ARM | ARM HOLDINGS PLC | $42.01万 | 0.01% | 1,185 | 1,185 | — | $42.01万 | 新建仓 |
| STXF | EA SERIES TRUST | $41.97万 | 0.01% | 8,690 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $41.89万 | 0.01% | 10,307 | 10,307 | — | $41.89万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $40.83万 | 0.01% | 1,088 | 265 | 32.2% | $9.95万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $40.44万 | 0.01% | 14,799 | 5,673 | 62.2% | $15.50万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $40.05万 | 0.01% | 8,931 | 4,326 | 93.9% | $19.40万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $39.95万 | 0.01% | 9,586 | -2,267 | -19.1% | -$9.45万 | 减仓 |
| APP | APPLOVIN CORP | $39.94万 | 0.01% | 775 | 228 | 41.7% | $11.75万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $39.84万 | 0.01% | 2,578 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $39.83万 | 0.01% | 3,116 | -7 | -0.2% | -$895 | 减仓 |
| GDX | VANECK ETF TRUST | $39.82万 | 0.01% | 5,278 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $39.36万 | 0.01% | 16,245 | 1,889 | 13.2% | $4.58万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $38.90万 | 0.01% | 10,923 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC 看涨期权 | $38.87万 | 0.01% | 1,100 | -1,200 | -52.2% | -$42.40万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $38.47万 | 0.01% | 2,006 | -137 | -6.4% | -$2.63万 | 减仓 |
| RY | ROYAL BK CDA | $38.44万 | 0.01% | 1,858 | 432 | 30.3% | $8.94万 | 加仓 |
| IBB | ISHARES TR | $38.32万 | 0.01% | 2,015 | -133 | -6.2% | -$2.53万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $38.01万 | 0.01% | 15,481 | 3,183 | 25.9% | $7.81万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $37.76万 | 0.01% | 10,137 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $37.76万 | 0.01% | 2,458 | 2,458 | — | $37.76万 | 新建仓 |
| HYG | ISHARES TR | $37.71万 | 0.01% | 4,715 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $37.44万 | 0.01% | 13,192 | 362 | 2.8% | $1.03万 | 加仓 |
| INTU | INTUIT | $37.21万 | 0.01% | 1,426 | 463 | 48.1% | $12.08万 | 加仓 |
| PLD | PROLOGIS INC. | $36.99万 | 0.01% | 2,730 | 85 | 3.2% | $1.15万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $36.90万 | 0.01% | 8,829 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $36.88万 | 0.01% | 8,508 | 1,438 | 20.3% | $6.23万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $36.73万 | 0.01% | 1,067 | 66 | 6.6% | $2.27万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $36.66万 | 0.01% | 7,130 | 371 | 5.5% | $1.91万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $36.63万 | 0.01% | 1,094 | 25 | 2.3% | $8,370 | 加仓 |
| ETR | ENTERGY CORP NEW | $36.54万 | 0.01% | 3,181 | 53 | 1.7% | $6,088 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $36.16万 | 0.01% | 8,751 | 4,483 | 105.0% | $18.52万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $36.09万 | 0.01% | 7,123 | 6 | 0.1% | $304 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $35.60万 | 0.01% | 719 | 94 | 15.0% | $4.65万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $35.54万 | 0.01% | 912 | -80 | -8.1% | -$3.12万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $35.39万 | 0.01% | 7,056 | -2,932 | -29.4% | -$14.70万 | 重新持有 |
| HLT | HILTON WORLDWIDE HLDGS INC | $35.26万 | 0.01% | 1,067 | 248 | 30.3% | $8.20万 | 加仓 |
| DOW | DOW HLDGS INC | $34.99万 | 0.01% | 12,789 | 1,365 | 11.9% | $3.73万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $34.92万 | 0.01% | 12,679 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $34.65万 | 0.01% | 4,623 | -92 | -2.0% | -$6,896 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $34.42万 | 0.01% | 13,737 | 3,459 | 33.7% | $8.67万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $34.39万 | 0.01% | 2,412 | 2,412 | — | $34.39万 | 新建仓 |
| SOXX | ISHARES TR | $34.38万 | 0.01% | 537 | 537 | — | $34.38万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $34.26万 | 0.01% | 4,671 | 476 | 11.3% | $3.49万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $34.25万 | 0.01% | 746 | 275 | 58.4% | $12.63万 | 加仓 |
| AZN | ASTRAZENECA PLC | $34.10万 | 0.01% | 1,798 | -92 | -4.9% | -$1.74万 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $34.06万 | 0.01% | 7,564 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $33.91万 | 0.01% | 1,002 | 253 | 33.8% | $8.56万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $33.81万 | 0.01% | 3,707 | 3,707 | — | $33.81万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $33.32万 | 0.01% | 899 | 212 | 30.9% | $7.86万 | 加仓 |
| MDST | ULTIMUS MANAGERS TR | $33.28万 | 0.01% | 11,545 | -592 | -4.9% | -$1.71万 | 减仓 |
| IYG | ISHARES TR | $33.14万 | 0.01% | 3,663 | -994 | -21.3% | -$8.99万 | 减仓 |
| MCK | MCKESSON CORP | $33.08万 | 0.01% | 438 | 24 | 5.8% | $1.81万 | 加仓 |
| IBDV | ISHARES TR | $32.98万 | 0.01% | 15,127 | 1,686 | 12.5% | $3.68万 | 加仓 |
| DEO | DIAGEO PLC | $32.67万 | 0.01% | 4,064 | 489 | 13.7% | $3.93万 | 加仓 |
| IBDU | ISHARES TR | $32.66万 | 0.01% | 14,103 | 1,544 | 12.3% | $3.58万 | 加仓 |
| PAYX | PAYCHEX INC | $32.24万 | 0.01% | 3,278 | -225 | -6.4% | -$2.21万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.22万 | 0.01% | 3,499 | 228 | 7.0% | $2.10万 | 加仓 |
| CRAI | CRA INTL INC | $32.09万 | 0.01% | 2,255 | 723 | 47.2% | $10.29万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $32.05万 | 0.01% | 19,194 | -347 | -1.8% | -$5,795 | 减仓 |
| JNK | SPDR SERIES TRUST | $31.99万 | 0.01% | 3,320 | -32 | -1.0% | -$3,084 | 减仓 |
| ROST | ROSS STORES INC | $31.99万 | 0.01% | 1,503 | 263 | 21.2% | $5.60万 | 加仓 |
| VDC | VANGUARD WORLD FD | $31.97万 | 0.01% | 1,418 | -6 | -0.4% | -$1,353 | 减仓 |
| IUSG | ISHARES TR | $31.73万 | 0.01% | 1,687 | 261 | 18.3% | $4.91万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $31.67万 | 0.01% | 3,498 | -92 | -2.6% | -$8,329 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $31.66万 | 0.01% | 1,275 | 80 | 6.7% | $1.99万 | 加仓 |
| DAL | DELTA AIR LINES INC | $31.63万 | 0.01% | 3,377 | 3,377 | — | $31.63万 | 新建仓 |
| UPRO | PROSHARES TR | $31.63万 | 0.01% | 2,231 | 5 | 0.2% | $709 | 加仓 |
| NUE | NUCOR CORP | $31.33万 | 0.01% | 1,406 | -73 | -4.9% | -$1.63万 | 减仓 |
| BG | BUNGE GLOBAL SA | $31.18万 | 0.01% | 2,922 | 0 | 0.0% | — | 不变 |
| LVHI | LEGG MASON ETF INVT | $31.08万 | 0.01% | 7,658 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $30.96万 | 0.01% | 3,004 | 76 | 2.6% | $7,832 | 加仓 |
| EQIX | EQUINIX INC | $30.80万 | 0.01% | 295 | 61 | 26.1% | $6.37万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $30.77万 | 0.01% | 5,845 | 189 | 3.3% | $9,950 | 加仓 |
| CCL | CARNIVAL CORP LTD | $30.68万 | 0.01% | 10,740 | 10,740 | — | $30.68万 | 新建仓 |
| — | TIDAL TRUST I | $30.65万 | 0.01% | 17,019 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $30.54万 | 0.01% | 5,422 | 1,029 | 23.4% | $5.80万 | 加仓 |
| IBHF | ISHARES TR | $30.42万 | 0.01% | 13,431 | 58 | 0.4% | $1,314 | 加仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $30.20万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $30.14万 | 0.01% | 1,797 | -1,290 | -41.8% | -$21.63万 | 减仓 |
| TRN | TRINITY INDS INC | $29.84万 | 0.01% | 8,628 | 478 | 5.9% | $1.65万 | 加仓 |
| ULS | UL SOLUTIONS INC | $29.81万 | 0.01% | 2,927 | 2,927 | — | $29.81万 | 新建仓 |