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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4.43亿 | 14.02% | 678,594 | 46,149 | 7.3% | $3,014.50万 | 加仓 |
| IEFA | ISHARES TR | $1.56亿 | 4.95% | 1,726,878 | -74,400 | -4.1% | -$673.54万 | 减仓 |
| IJH | ISHARES TR | $9,865.40万 | 3.12% | 1,460,891 | 391,474 | 36.6% | $2,643.62万 | 加仓 |
| USIG | ISHARES TR | $8,668.83万 | 2.74% | 1,692,140 | 164,221 | 10.7% | $841.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,375.96万 | 2.65% | 480,273 | -169,235 | -26.1% | -$2,951.46万 | 减仓 |
| EMXC | ISHARES INC | $8,325.31万 | 2.63% | 1,058,392 | 89,894 | 9.3% | $707.11万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $8,039.17万 | 2.54% | 1,050,323 | 16,641 | 1.6% | $127.37万 | 加仓 |
| MBB | ISHARES TR | $7,636.41万 | 2.42% | 804,256 | 61,069 | 8.2% | $579.85万 | 加仓 |
| NE | NOBLE CORP PLC | $6,387.34万 | 2.02% | 1,301,679 | -234,719 | -15.3% | -$1,151.77万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $5,931.08万 | 1.88% | 2,381,002 | 206,991 | 9.5% | $515.61万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $5,826.78万 | 1.84% | 950,226 | 207,551 | 27.9% | $1,272.70万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $5,786.60万 | 1.83% | 1,184,322 | 147,964 | 14.3% | $722.95万 | 加仓 |
| IWF | ISHARES TR | $5,289.36万 | 1.67% | 124,047 | 515 | 0.4% | $21.96万 | 加仓 |
| AAPL | APPLE INC | $5,200.26万 | 1.65% | 204,904 | 34,517 | 20.3% | $876.01万 | 加仓 |
| IUSB | ISHARES TR | $5,079.56万 | 1.61% | 1,099,709 | 70,721 | 6.9% | $326.66万 | 加仓 |
| — | EXXON MOBIL CORP | $3,985.08万 | 1.26% | 234,886 | 31,992 | 15.8% | $542.78万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $3,815.18万 | 1.21% | 1,497,325 | -9,075 | -0.6% | -$23.12万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,634.57万 | 1.15% | 771,998 | 70,813 | 10.1% | $333.39万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,634.48万 | 1.15% | 567,178 | 468,690 | 475.9% | $3,003.37万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,520.79万 | 1.11% | 705,710 | 341,469 | 93.7% | $1,703.59万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,246.44万 | 1.03% | 54,329 | 2,672 | 5.2% | $159.67万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,123.09万 | 0.99% | 1,261,856 | -133,794 | -9.6% | -$331.14万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,708.78万 | 0.86% | 41,652 | 3,278 | 8.5% | $213.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,501.86万 | 0.79% | 67,587 | 22,164 | 48.8% | $820.44万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,382.89万 | 0.75% | 476,674 | 49,705 | 11.6% | $248.48万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $2,326.49万 | 0.74% | 468,957 | 3,985 | 0.9% | $19.77万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $2,321.99万 | 0.73% | 624,192 | 113,067 | 22.1% | $420.61万 | 加仓 |
| IJR | ISHARES TR | $2,173.91万 | 0.69% | 174,878 | -132,642 | -43.1% | -$1,648.88万 | 减仓 |
| IGIB | ISHARES TR | $2,159.63万 | 0.68% | 405,793 | 15,861 | 4.1% | $84.41万 | 加仓 |
| AMZN | AMAZON COM INC | $2,105.66万 | 0.67% | 101,102 | 17,393 | 20.8% | $362.24万 | 加仓 |
| AVGO | BROADCOM INC | $1,864.80万 | 0.59% | 60,250 | 33,509 | 125.3% | $1,037.14万 | 加仓 |
| IWR | ISHARES TR | $1,657.19万 | 0.52% | 170,441 | 1,901 | 1.1% | $18.48万 | 加仓 |
| GOOGL | ALPHABET INC | $1,594.48万 | 0.50% | 55,449 | 15,389 | 38.4% | $442.52万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,548.02万 | 0.49% | 637,834 | 45,813 | 7.7% | $111.19万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,495.96万 | 0.47% | 72,303 | 21,611 | 42.6% | $447.13万 | 加仓 |
| IEMG | ISHARES INC | $1,429.61万 | 0.45% | 204,962 | -35,625 | -14.8% | -$248.48万 | 减仓 |
| EFA | ISHARES TR | $1,426.60万 | 0.45% | 146,875 | 85,347 | 138.7% | $828.98万 | 加仓 |
| TBIL | RBB FD INC | $1,424.87万 | 0.45% | 285,774 | -13,321 | -4.5% | -$66.42万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,392.09万 | 0.44% | 784,275 | 27,523 | 3.6% | $48.85万 | 加仓 |
| ITM | VANECK ETF TRUST | $1,354.61万 | 0.43% | 291,752 | -32,029 | -9.9% | -$148.71万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,354.17万 | 0.43% | 47,154 | -773 | -1.6% | -$22.20万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,255.10万 | 0.40% | 246,195 | -1,377 | -0.6% | -$7.02万 | 减仓 |
| DON | WISDOMTREE TR | $1,214.70万 | 0.38% | 231,196 | 231,196 | — | $1,214.70万 | 新建仓 |
| META | META PLATFORMS INC | $1,192.84万 | 0.38% | 20,849 | 5,052 | 32.0% | $289.04万 | 加仓 |
| IWD | ISHARES TR | $1,192.67万 | 0.38% | 55,818 | -279 | -0.5% | -$5.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,190.10万 | 0.38% | 40,458 | 19,767 | 95.5% | $581.46万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,188.07万 | 0.38% | 135,254 | 6,935 | 5.4% | $60.92万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $1,114.43万 | 0.35% | 484,955 | -1,779 | -0.4% | -$4.09万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,087.57万 | 0.34% | 97,009 | 76,392 | 370.5% | $856.43万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,085.86万 | 0.34% | 169,904 | 169,904 | — | $1,085.86万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,084.88万 | 0.34% | 423,120 | 913 | 0.2% | $2.34万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1,067.14万 | 0.34% | 154,860 | -58,561 | -27.4% | -$403.54万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,012.23万 | 0.32% | 21,123 | 992 | 4.9% | $47.54万 | 加仓 |
| GOOG | ALPHABET INC | $986.85万 | 0.31% | 34,402 | 8,268 | 31.6% | $237.17万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $978.78万 | 0.31% | 45,810 | 39,896 | 674.6% | $852.42万 | 加仓 |
| IVE | ISHARES TR | $977.87万 | 0.31% | 46,312 | -2,666 | -5.4% | -$56.29万 | 减仓 |
| HEFA | ISHARES TR | $941.31万 | 0.30% | 221,510 | 95 | 0.0% | $4,037 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $927.05万 | 0.29% | 37,925 | 17,531 | 86.0% | $428.53万 | 加仓 |
| VLUE | ISHARES TR | $925.54万 | 0.29% | 65,091 | -80,860 | -55.4% | -$1,149.76万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $921.16万 | 0.29% | 190,637 | 190 | 0.1% | $9,181 | 加仓 |
| TQQQ | PROSHARES TR | $904.46万 | 0.29% | 217,000 | 40,000 | 22.6% | $166.72万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $879.88万 | 0.28% | 126,784 | 123,812 | 4,165.9% | $859.26万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $854.17万 | 0.27% | 125,098 | -8,452 | -6.3% | -$57.71万 | 减仓 |
| RTX | RTX CORPORATION | $834.74万 | 0.26% | 43,273 | 29,323 | 210.2% | $565.64万 | 加仓 |
| TFI | SPDR SERIES TRUST | $825.99万 | 0.26% | 182,178 | -28,271 | -13.4% | -$128.18万 | 减仓 |
| DGRO | ISHARES TR | $800.71万 | 0.25% | 114,094 | -4,037 | -3.4% | -$28.33万 | 减仓 |
| DOL | WISDOMTREE TR | $754.14万 | 0.24% | 110,925 | -10,868 | -8.9% | -$73.89万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $752.22万 | 0.24% | 17,222 | 2,782 | 19.3% | $121.51万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $751.36万 | 0.24% | 285,688 | 26,517 | 10.2% | $69.74万 | 加仓 |
| LLY | ELI LILLY & CO | $733.74万 | 0.23% | 7,977 | 2,338 | 41.5% | $215.05万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $733.02万 | 0.23% | 97,606 | -819 | -0.8% | -$6.15万 | 减仓 |
| ABBV | ABBVIE INC | $728.99万 | 0.23% | 33,518 | 15,125 | 82.2% | $328.96万 | 加仓 |
| IWM | ISHARES TR | $724.42万 | 0.23% | 29,210 | -616 | -2.1% | -$15.28万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $694.30万 | 0.22% | 151,693 | 2,119 | 1.4% | $9.70万 | 加仓 |
| NOBL | PROSHARES TR | $689.51万 | 0.22% | 65,042 | 1,363 | 2.1% | $14.45万 | 加仓 |
| TSLA | TESLA INC | $668.09万 | 0.21% | 17,971 | 3,530 | 24.4% | $131.23万 | 加仓 |
| WMT | WALMART INC | $662.15万 | 0.21% | 53,279 | 6,817 | 14.7% | $84.72万 | 加仓 |
| IWO | ISHARES TR | $640.32万 | 0.20% | 20,405 | 955 | 4.9% | $29.97万 | 加仓 |
| QQQ | INVESCO QQQ TR | $626.95万 | 0.20% | 10,862 | 4,791 | 78.9% | $276.53万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $614.22万 | 0.19% | 82,083 | 82,083 | — | $614.22万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $611.53万 | 0.19% | 128,662 | 123,704 | 2,495.0% | $587.97万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $602.53万 | 0.19% | 119,055 | 84,535 | 244.9% | $427.83万 | 加仓 |
| INDA | ISHARES TR | $597.79万 | 0.19% | 127,623 | 12,124 | 10.5% | $56.79万 | 加仓 |
| AGG | ISHARES TR | $571.94万 | 0.18% | 57,614 | 466 | 0.8% | $4.63万 | 加仓 |
| CSCO | CISCO SYS INC | $553.15万 | 0.18% | 71,291 | 43,810 | 159.4% | $339.92万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $538.04万 | 0.17% | 175,372 | 5,008 | 2.9% | $15.36万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $537.30万 | 0.17% | 27,386 | 7,592 | 38.4% | $148.95万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $534.94万 | 0.17% | 215,702 | 32,483 | 17.7% | $80.56万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $531.59万 | 0.17% | 24,469 | 1,384 | 6.0% | $30.07万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $519.07万 | 0.16% | 98,346 | 12,602 | 14.7% | $66.51万 | 加仓 |
| CMI | CUMMINS INC | $516.00万 | 0.16% | 9,591 | 8,744 | 1,032.3% | $470.43万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $508.90万 | 0.16% | 151,774 | 102,147 | 205.8% | $342.50万 | 加仓 |
| V | VISA INC | $505.72万 | 0.16% | 16,732 | 7,912 | 89.7% | $239.14万 | 加仓 |
| PEP | PEPSICO INC | $502.37万 | 0.16% | 32,350 | 15,241 | 89.1% | $236.68万 | 加仓 |
| AMGN | AMGEN INC | $496.82万 | 0.16% | 14,120 | 7,846 | 125.1% | $276.07万 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $488.36万 | 0.15% | 146,831 | -1,936 | -1.3% | -$6.44万 | 减仓 |
| MCD | MCDONALDS CORP | $484.84万 | 0.15% | 15,600 | 8,096 | 107.9% | $251.62万 | 加仓 |
| — | TIDAL TRUST II | $478.90万 | 0.15% | 368,952 | 106,882 | 40.8% | $138.73万 | 加仓 |
| IVW | ISHARES TR | $475.08万 | 0.15% | 42,001 | 207 | 0.5% | $2.34万 | 加仓 |
| GLD | SPDR GOLD TR | $473.21万 | 0.15% | 10,997 | 630 | 6.1% | $27.11万 | 加仓 |