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 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $29.79万 | 0.01% | 1,000 | 1,000 | — | $29.79万 | 新建仓 |
| IRM | IRON MTN INC DEL | $29.73万 | 0.01% | 2,354 | 126 | 5.7% | $1.59万 | 加仓 |
| BOND | PIMCO ETF TR | $29.45万 | 0.01% | 3,194 | 4 | 0.1% | $369 | 加仓 |
| SNOW | SNOWFLAKE INC | $29.42万 | 0.01% | 1,156 | 1,156 | — | $29.42万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $29.23万 | 0.01% | 560 | -1 | -0.2% | -$522 | 减仓 |
| XEL | XCEL ENERGY INC | $29.00万 | 0.01% | 3,612 | 241 | 7.1% | $1.94万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $28.80万 | 0.01% | 1,741 | 1,741 | — | $28.80万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $28.78万 | 0.01% | 2,160 | -173 | -7.4% | -$2.30万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $28.39万 | 0.01% | 3,160 | 3,160 | — | $28.39万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $28.38万 | 0.01% | 6,650 | 393 | 6.3% | $1.68万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $28.34万 | 0.01% | 1,994 | 1,994 | — | $28.34万 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $28.26万 | 0.01% | 5,188 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $28.18万 | 0.01% | 791 | 791 | — | $28.18万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $28.15万 | 0.01% | 9,381 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $27.79万 | 0.01% | 7,543 | 38 | 0.5% | $1,400 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $27.67万 | 0.01% | 4,961 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $27.65万 | 0.01% | 1,743 | 20 | 1.2% | $3,172 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $27.63万 | 0.01% | 6,869 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $27.52万 | 0.01% | 1,213 | 1,213 | — | $27.52万 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $27.37万 | 0.01% | 2,479 | 54 | 2.2% | $5,962 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $27.27万 | 0.01% | 2,335 | 148 | 6.8% | $1.73万 | 加仓 |
| JBL | JABIL INC | $27.23万 | 0.01% | 706 | 706 | — | $27.23万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $27.20万 | 0.01% | 3,007 | 3,007 | — | $27.20万 | 新建仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $27.14万 | 0.01% | 6,635 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $27.11万 | 0.01% | 11,845 | 1,530 | 14.8% | $3.50万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $27.06万 | 0.01% | 7,896 | 10 | 0.1% | $343 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.86万 | 0.01% | 695 | 87 | 14.3% | $3.36万 | 重新持有 |
| HWM | HOWMET AEROSPACE INC | $26.72万 | 0.01% | 994 | 88 | 9.7% | $2.37万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $26.71万 | 0.01% | 5,289 | 0 | 0.0% | — | 不变 |
| — | FIDELITY MERRIMACK STR TR | $26.67万 | 0.01% | 5,412 | -2,588 | -32.4% | -$12.75万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $26.45万 | 0.01% | 4,573 | 1,055 | 30.0% | $6.10万 | 加仓 |
| URI | UNITED RENTALS INC | $26.43万 | 0.01% | 233 | -14 | -5.7% | -$1.59万 | 重新持有 |
| VIOO | VANGUARD ADMIRAL FDS INC | $26.28万 | 0.01% | 1,911 | -663 | -25.8% | -$9.12万 | 减仓 |
| ASST | STRIVE INC | $26.24万 | 0.01% | 24,052 | 24,052 | — | $26.24万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $26.23万 | 0.01% | 9,837 | 561 | 6.0% | $1.50万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $26.18万 | 0.01% | 1,946 | 25 | 1.3% | $3,364 | 加仓 |
| IBDW | ISHARES TR | $26.07万 | 0.01% | 12,509 | 1,799 | 16.8% | $3.75万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $25.79万 | 0.01% | 7,113 | 19 | 0.3% | $689 | 加仓 |
| NTRA | NATERA INC | $25.73万 | 0.01% | 948 | 62 | 7.0% | $1.68万 | 重新持有 |
| KNSL | KINSALE CAP GROUP INC | $25.53万 | 0.01% | 774 | 774 | — | $25.53万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP | $25.48万 | 0.01% | 1,983 | 1,983 | — | $25.48万 | 新建仓 |
| ABNB | AIRBNB INC | $25.29万 | 0.01% | 1,767 | 1,767 | — | $25.29万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $25.24万 | 0.01% | 5,009 | 64 | 1.3% | $3,225 | 加仓 |
| IBMO | ISHARES TR | $25.13万 | 0.01% | 9,802 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX ETF | $25.08万 | 0.01% | 6,673 | -687 | -9.3% | -$2.58万 | 减仓 |
| IWN | ISHARES TR | $24.99万 | 0.01% | 1,130 | -144 | -11.3% | -$3.18万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $24.71万 | 0.01% | 9,618 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $24.61万 | 0.01% | 1,476 | 216 | 17.1% | $3.60万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $24.49万 | 0.01% | 177 | 177 | — | $24.49万 | 新建仓 |
| IBMP | ISHARES TR | $24.10万 | 0.01% | 9,481 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $24.02万 | 0.01% | 2,396 | 2,396 | — | $24.02万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $23.91万 | 0.01% | 664 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $23.78万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $23.73万 | 0.01% | 4,790 | -1,931 | -28.7% | -$9.57万 | 减仓 |
| SRE | SEMPRA | $23.71万 | 0.01% | 2,558 | 50 | 2.0% | $4,635 | 加仓 |
| HDB | HDFC BANK LTD | $23.67万 | 0.01% | 9,165 | 9,165 | — | $23.67万 | 新建仓 |
| CALF | PACER FDS TR | $23.56万 | 0.01% | 4,656 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $23.52万 | 0.01% | 4,988 | -318 | -6.0% | -$1.50万 | 减仓 |
| SAN | BANCO SANTANDER SA | $23.46万 | 0.01% | 16,998 | 2,050 | 13.7% | $2.83万 | 加仓 |
| VCR | VANGUARD WORLD FD | $23.36万 | 0.01% | 589 | -180 | -23.4% | -$7.14万 | 减仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $23.32万 | 0.01% | 18,009 | -2,751 | -13.3% | -$3.56万 | 减仓 |
| IREN | IREN LIMITED | $23.12万 | 0.01% | 5,056 | 5,056 | — | $23.12万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $23.09万 | 0.01% | 1,952 | 426 | 27.9% | $5.04万 | 重新持有 |
| HSBC | HSBC HLDGS PLC | $22.83万 | 0.01% | 2,401 | 2,401 | — | $22.83万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $22.82万 | 0.01% | 3,727 | -5 | -0.1% | -$306 | 减仓 |
| Q | QNITY ELECTRONICS INC | $22.77万 | 0.01% | 1,394 | 1,394 | — | $22.77万 | 新建仓 |
| SNY | SANOFI SA | $22.72万 | 0.01% | 5,325 | -450 | -7.8% | -$1.92万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $22.68万 | 0.01% | 6,596 | 6,596 | — | $22.68万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $22.53万 | 0.01% | 491 | 1 | 0.2% | $459 | 加仓 |
| KKR | KKR & CO INC | $22.52万 | 0.01% | 2,454 | 205 | 9.1% | $1.88万 | 加仓 |
| TER | TERADYNE INC | $22.13万 | 0.01% | 457 | 457 | — | $22.13万 | 新建仓 |
| VG | VENTURE GLOBAL INC | $22.12万 | 0.01% | 19,876 | 19,876 | — | $22.12万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. 看涨期权 | $22.09万 | 0.01% | 800 | 800 | — | $22.09万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $22.05万 | 0.01% | 1,816 | 1,816 | — | $22.05万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $22.00万 | 0.01% | 8,302 | -208 | -2.4% | -$5,512 | 减仓 |
| — | PROSHARES TR | $21.98万 | 0.01% | 29,300 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $21.90万 | 0.01% | 1,959 | 1,959 | — | $21.90万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $21.68万 | 0.01% | 2,255 | 2,255 | — | $21.68万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $21.50万 | 0.01% | 1,161 | 1,161 | — | $21.50万 | 新建仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $21.48万 | 0.01% | 11,037 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $21.42万 | 0.01% | 3,000 | 3,000 | — | $21.42万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $21.39万 | 0.01% | 2,044 | 2,044 | — | $21.39万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $21.36万 | 0.01% | 763 | 763 | — | $21.36万 | 新建仓 |
| IBTJ | ISHARES TR | $21.35万 | 0.01% | 9,862 | 9,862 | — | $21.35万 | 新建仓 |
| CNC | CENTENE CORP DEL | $21.34万 | 0.01% | 3,324 | 3,324 | — | $21.34万 | 新建仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $21.32万 | 0.01% | 3,581 | 0 | 0.0% | — | 重新持有 |
| SCHC | SCHWAB STRATEGIC TR | $21.27万 | 0.01% | 4,420 | 1 | 0.0% | $48 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $21.24万 | 0.01% | 4,685 | 15 | 0.3% | $680 | 加仓 |
| — | ISHARES TR | $21.11万 | 0.01% | 8,786 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $21.11万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $21.08万 | 0.01% | 4,184 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $20.99万 | 0.01% | 735 | 735 | — | $20.99万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $20.93万 | 0.01% | 1,394 | 1 | 0.1% | $150 | 加仓 |
| ESGV | VANGUARD WORLD FD | $20.77万 | 0.01% | 1,571 | 1,571 | — | $20.77万 | 新建仓 |
| GWW | WW GRAINGER INC | $20.69万 | 0.01% | 152 | 152 | — | $20.69万 | 新建仓 |
| CHAT | TIDAL TRUST II | $20.68万 | 0.01% | 2,095 | 2,095 | — | $20.68万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $20.61万 | 0.01% | 2,831 | 2,831 | — | $20.61万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $20.60万 | 0.01% | 8,303 | -1,571 | -15.9% | -$3.90万 | 减仓 |
| EMN | EASTMAN CHEM CO | $20.53万 | 0.01% | 3,065 | -101 | -3.2% | -$6,766 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $20.51万 | 0.01% | 3,821 | -678 | -15.1% | -$3.64万 | 减仓 |