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 |
|---|---|---|---|---|---|---|---|---|
| QDVO | AMPLIFY ETF TR | $20.50万 | 0.01% | 6,870 | 6,870 | — | $20.50万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $20.37万 | 0.01% | 4,850 | 4,850 | — | $20.37万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $20.35万 | 0.01% | 5,060 | 5,060 | — | $20.35万 | 新建仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $20.28万 | 0.01% | 5,707 | 5,707 | — | $20.28万 | 新建仓 |
| TAXF | AMERICAN CENTY ETF TR | $20.27万 | 0.01% | 3,987 | 3,987 | — | $20.27万 | 新建仓 |
| SNPS | SYNOPSYS INC | $20.25万 | 0.01% | 454 | 454 | — | $20.25万 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $20.12万 | 0.01% | 1,543 | 1,543 | — | $20.12万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $20.10万 | 0.01% | 920 | 920 | — | $20.10万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $20.09万 | 0.01% | 4,561 | 4,561 | — | $20.09万 | 新建仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $19.70万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $18.24万 | 0.01% | 10,212 | 10,212 | — | $18.24万 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $17.70万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $17.12万 | 0.00% | 12,381 | 12,381 | — | $17.12万 | 新建仓 |
| — | FIDELITY ETHEREUM FD | $16.42万 | 0.00% | 10,429 | 591 | 6.0% | $9,302 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $15.69万 | 0.00% | 14,430 | -2,960 | -17.0% | -$3.22万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $15.36万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| CIG | CIA ENERGETICA DE MINAS GERA | $14.69万 | 0.00% | 69,966 | 24,076 | 52.5% | $5.06万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $14.43万 | 0.00% | 25,499 | 2,300 | 9.9% | $1.30万 | 加仓 |
| SOC | SABLE OFFSHORE CORP | $14.13万 | 0.00% | 45,874 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR 看涨期权 | $13.86万 | 0.00% | 1,400 | 1,400 | — | $13.86万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $13.39万 | 0.00% | 16,998 | 16,998 | — | $13.39万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $12.97万 | 0.00% | 15,000 | 3,446 | 29.8% | $2.98万 | 加仓 |
| BB | BLACKBERRY LTD | $12.65万 | 0.00% | 10,000 | 10,000 | — | $12.65万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $12.10万 | 0.00% | 438 | 438 | — | $12.10万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $11.87万 | 0.00% | 12,392 | 12,392 | — | $11.87万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $11.72万 | 0.00% | 10,107 | 10,107 | — | $11.72万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $10.25万 | 0.00% | 17,650 | 280 | 1.6% | $1,627 | 加仓 |
| EFA | ISHARES TR 看涨期权 | $9.35万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $7.56万 | 0.00% | 12,960 | 12,960 | — | $7.56万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $7.52万 | 0.00% | 15,075 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS 看涨期权 | $6.54万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP 看跌期权 | $5.13万 | 0.00% | 300 | 300 | — | $5.13万 | 新建仓 |
| IJR | ISHARES TR 看涨期权 | $4.45万 | 0.00% | 300 | 300 | — | $4.45万 | 新建仓 |
| GLD | SPDR GOLD TR 看涨期权 | $3.68万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | SERINA THERAPEUTICS INC | $3.65万 | 0.00% | 18,800 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR 看涨期权 | $3.08万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $2.99万 | 0.00% | 11,020 | 0 | 0.0% | — | 不变 |
| — | RETRACTABLE TECHNOLOGIES INC | $2.22万 | 0.00% | 30,800 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $2.00万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -19,102 | -100.0% | -$95.58万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -31,065 | -100.0% | -$47.65万 | 清仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$37.02万 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -2,016 | -100.0% | -$36.36万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,437 | -100.0% | -$34.93万 | 清仓 |
| — | HANCOCK JOHN PFD INCOME FD | $0 | 0.00% | 0 | -21,999 | -100.0% | -$34.52万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -794 | -100.0% | -$28.48万 | 清仓 |
| PRI | PRIMERICA INC | $0 | 0.00% | 0 | -1,108 | -100.0% | -$27.76万 | 清仓 |
| LB | LANDBRIDGE COMPANY LLC | $0 | 0.00% | 0 | -4,014 | -100.0% | -$27.72万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -10,456 | -100.0% | -$27.06万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -2,555 | -100.0% | -$26.85万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -51,060 | -100.0% | -$25.73万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -4,331 | -100.0% | -$25.57万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -1,917 | -100.0% | -$24.40万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,031 | -100.0% | -$24.01万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -5,221 | -100.0% | -$23.65万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -6,586 | -100.0% | -$23.14万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -3,202 | -100.0% | -$22.93万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,814 | -100.0% | -$22.64万 | 清仓 |
| SQQQ | PROSHARES TR | $0 | 0.00% | 0 | -2,768 | -100.0% | -$22.28万 | 清仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $0 | 0.00% | 0 | -1,910 | -100.0% | -$21.91万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -2,159 | -100.0% | -$20.72万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -7,000 | -100.0% | -$20.72万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -1,522 | -100.0% | -$20.59万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,529 | -100.0% | -$20.37万 | 清仓 |
| APP | APPLOVIN CORP 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$15.92万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -15,142 | -100.0% | -$13.82万 | 清仓 |
| IVV | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$13.06万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -10,549 | -100.0% | -$9.21万 | 清仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$3.41万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -23,200 | -100.0% | -$162 | 清仓 |