Avidian Wealth Solutions, LLC
- SEC CIK
- 0001471474
- 最新申報
- 2026/7/24
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/30 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 579
- 較 2025 年第 2 季 +30
- 總值
- $26.5 億
- 較 2025 年第 2 季 +$1.95 億 (+7.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FSLRFirst Solar, Inc. | Stock | 3,363 | $74.2 萬 | <0.1% | +22+0.7% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 6,661 | $74.4 萬 | <0.1% | +126+1.9% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 7,354 | $74.6 萬 | <0.1% | +813+12.4% | 加碼 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 14,338 | $75.0 萬 | <0.1% | +14,338 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 3,188 | $75.4 萬 | <0.1% | +481+17.8% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 14,450 | $75.5 萬 | <0.1% | +14,450 | 新進 | – |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 14,387 | $75.5 萬 | <0.1% | +14,387 | 新進 | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 14,314 | $76.0 萬 | <0.1% | +663+4.9% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 21,456 | $76.2 萬 | <0.1% | −1,501−6.5% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 14,967 | $76.5 萬 | <0.1% | +48+0.3% | 加碼 | – |
| UALUnited Airlines Holdings, Inc. | COM | 7,951 | $76.7 萬 | <0.1% | +139+1.8% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 9,130 | $77.0 萬 | <0.1% | −6,631−42.1% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 5,756 | $77.1 萬 | <0.1% | +14+0.2% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 20,950 | $77.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 9,201 | $77.1 萬 | <0.1% | +414+4.7% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 1,086 | $78.0 萬 | <0.1% | +470+76.3% | 加碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 2,229 | $78.1 萬 | <0.1% | −5−0.2% | 減碼 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 16,426 | $78.3 萬 | <0.1% | +16,426 | 新進 | – |
| ADMArcher-Daniels-Midland Co | Stock | 13,227 | $79.0 萬 | <0.1% | +114+0.9% | 加碼 | 歷史 |
| SOCSable Offshore Corp. | COM SHS | 45,903 | $80.1 萬 | <0.1% | +196+0.4% | 加碼 | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 9,050 | $80.2 萬 | <0.1% | −1,014−10.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 19,826 | $80.4 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 27,526 | $81.6 萬 | <0.1% | −1,500−5.2% | 減碼 | – |
| AEEAmeren Corp | COM | 7,817 | $81.6 萬 | <0.1% | +168+2.2% | 加碼 | 歷史 |
| VMIValmont Industries Inc | COM | 2,116 | $82.0 萬 | <0.1% | −171−7.5% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 14,823 | $82.3 萬 | <0.1% | +2,876+24.1% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 11,320 | $82.6 萬 | <0.1% | +449+4.1% | 加碼 | 歷史 |
| CICigna Group | Stock | 2,870 | $82.7 萬 | <0.1% | −769−21.1% | 減碼 | 歷史 |
| iShares Tr46436E338 | 20+ YEAR TR BD | 35,543 | $83.1 萬 | <0.1% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 6,739 | $83.4 萬 | <0.1% | +2,202+48.5% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 8,297 | $83.4 萬 | <0.1% | +81+1.0% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 2,893 | $83.6 萬 | <0.1% | +85+3.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,520 | $83.7 萬 | <0.1% | +264+11.7% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 17,629 | $84.0 萬 | <0.1% | −2,786−13.6% | 減碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 32,861 | $84.9 萬 | <0.1% | +104+0.3% | 加碼 | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 13,857 | $86.1 萬 | <0.1% | +2,717+24.4% | 加碼 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 5,109 | $86.1 萬 | <0.1% | +2,003+64.5% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 10,241 | $86.1 萬 | <0.1% | −444−4.2% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 7,353 | $87.9 萬 | <0.1% | −12−0.2% | 減碼 | – |
| APHAmphenol Corp | CL A | 7,222 | $89.4 萬 | <0.1% | +384+5.6% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 4,138 | $91.9 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,100 | $92.3 萬 | <0.1% | +2+0.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,408 | $92.3 萬 | <0.1% | +122+1.0% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 8,141 | $92.7 萬 | <0.1% | −11,333−58.2% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 4,590 | $93.5 萬 | <0.1% | +364+8.6% | 加碼 | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 13,339 | $93.7 萬 | <0.1% | +13,339 | 新進 | – |
| NEENextera Energy Inc | Stock | 12,468 | $94.1 萬 | <0.1% | +2,285+22.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U679 | FT VEST US EQT | 26,051 | $95.6 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 13,038 | $95.8 萬 | <0.1% | +969+8.0% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 16,507 | $96.1 萬 | <0.1% | +17+0.1% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 5,940 | $96.1 萬 | <0.1% | +759+14.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 6,689 | $96.7 萬 | <0.1% | +588+9.6% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,218 | $96.8 萬 | <0.1% | +336+11.7% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 4,685 | $98.0 萬 | <0.1% | +4,685 | 新進 | – |
| ASMLASML Holding NV | ADR | 1,015 | $98.3 萬 | <0.1% | +32+3.3% | 加碼 | 歷史 |
| BPBP PLC | ADR | 28,644 | $98.7 萬 | <0.1% | +1,620+6.0% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 6,294 | $98.8 萬 | <0.1% | +76+1.2% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 26,217 | $99.7 萬 | <0.1% | +125+0.5% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 11,845 | $100.2 萬 | <0.1% | +753+6.8% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,413 | $101.4 萬 | <0.1% | +1,413 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 7,927 | $101.7 萬 | <0.1% | +178+2.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,540 | $101.8 萬 | <0.1% | +853+18.2% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 20,059 | $102.8 萬 | <0.1% | +2,698+15.5% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 882 | $102.8 萬 | <0.1% | +50+6.0% | 加碼 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 65,782 | $103.3 萬 | <0.1% | +13,908+26.8% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 20,378 | $103.5 萬 | <0.1% | +2,144+11.8% | 加碼 | – |
| WMBWilliams Companies, Inc. | COM | 16,564 | $104.9 萬 | <0.1% | −68−0.4% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 2,844 | $105.1 萬 | <0.1% | +146+5.4% | 加碼 | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 38,089 | $106.4 萬 | <0.1% | 00.0% | 不變 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 9,508 | $106.6 萬 | <0.1% | +40.0% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 2,151 | $107.4 萬 | <0.1% | −32−1.5% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 19,934 | $107.4 萬 | <0.1% | −1,907−8.7% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 13,033 | $108.9 萬 | <0.1% | −152−1.2% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 14,301 | $109.3 萬 | <0.1% | +5,806+68.3% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 6,171 | $110.3 萬 | <0.1% | +874+16.5% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,113 | $110.3 萬 | <0.1% | +1,632+46.9% | 加碼 | – |
| ULUnilever PLC | SPON ADR NEW | 18,654 | $110.6 萬 | <0.1% | +288+1.6% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 14,418 | $112.6 萬 | <0.1% | +1,479+11.4% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 26,687 | $114.6 萬 | <0.1% | −31,011−53.7% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 21,805 | $116.4 萬 | <0.1% | −2,656−10.9% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,375 | $116.5 萬 | <0.1% | +1,639+94.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,431 | $117.0 萬 | <0.1% | +77+2.3% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 10,554 | $117.1 萬 | <0.1% | +510+5.1% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 11,785 | $118.7 萬 | <0.1% | +937+8.6% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 7,139 | $118.8 萬 | <0.1% | +754+11.8% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 15,547 | $119.3 萬 | <0.1% | −806−4.9% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 18,092 | $119.5 萬 | <0.1% | +1,541+9.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 5,584 | $120.5 萬 | <0.1% | +1,242+28.6% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 16,580 | $120.7 萬 | <0.1% | +1,222+8.0% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 26,429 | $122.7 萬 | <0.1% | −1,417−5.1% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 8,451 | $123.1 萬 | <0.1% | −328−3.7% | 減碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 5,269 | $124.4 萬 | <0.1% | +169+3.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 9,301 | $124.6 萬 | <0.1% | +517+5.9% | 加碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 48,272 | $125.8 萬 | <0.1% | −8,151−14.4% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 9,277 | $126.2 萬 | <0.1% | −392−4.1% | 減碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 12,474 | $128.7 萬 | <0.1% | −1,515−10.8% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 15,418 | $129.4 萬 | <0.1% | +1,699+12.4% | 加碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 21,250 | $130.9 萬 | <0.1% | −462−2.1% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 11,311 | $133.9 萬 | 0.1% | −178−1.5% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 5,525 | $136.5 萬 | 0.1% | +3,337+152.5% | 加碼 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| iShares Tr464287440 | 7-10 YR TRSY BD | $135.0 萬 | – |
2025 年第 2 季之後清倉（24 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Bitcoin ETF74347G440 | ETF | 19,433 | $41.8 萬 | <0.1% | – |
| EQHEquitable Holdings, Inc. | COM | 5,335 | $29.9 萬 | <0.1% | 歷史 |
| PNWPinnacle West Capital Corp | COM | 3,304 | $29.6 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 693 | $27.0 萬 | <0.1% | 歷史 |
| AVBAvalonbay Communities Inc | COM | 1,279 | $26.0 萬 | <0.1% | 歷史 |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 3,455 | $25.3 萬 | <0.1% | – |
| AMTAmerican Tower Corp | REIT | 1,097 | $24.2 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,254 | $24.2 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 11,010 | $22.8 萬 | <0.1% | – |
| ABNBAirbnb, Inc. | Stock | 1,715 | $22.7 萬 | <0.1% | 歷史 |
| NUENucor Corp | COM | 1,749 | $22.7 萬 | <0.1% | 歷史 |
| ENOVEnovis CORP | COM | 7,075 | $22.2 萬 | <0.1% | 歷史 |
| Aim ETF Products Trust00888H604 | ALLIANZIM US EQT | 5,485 | $22.0 萬 | <0.1% | – |
| OMABCentral North Airport Group | SPON ADR | 2,022 | $21.3 萬 | <0.1% | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 1,412 | $21.3 萬 | <0.1% | – |
| ALCAlcon Inc | Stock | 2,405 | $21.2 萬 | <0.1% | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,372 | $21.1 萬 | <0.1% | – |
| AJGArthur J. Gallagher & Co. | COM | 654 | $20.9 萬 | <0.1% | 歷史 |
| HESHess Corp | Stock | 1,483 | $20.6 萬 | <0.1% | 歷史 |
| FMCFMC Corp | COM NEW | 4,832 | $20.2 萬 | <0.1% | 歷史 |
| Direxion Shs ETF Tr25460E265 | DLY S&P500 BR 3X | 37,016 | $17.4 萬 | <0.1% | – |
| WTTRSelect Water Solutions, Inc. | CL A COM | 19,998 | $17.3 萬 | <0.1% | 歷史 |
| OXLCOxford Lane Capital Corp. | COM | 19,976 | $8.39 萬 | <0.1% | 歷史 |
| CLDICalidi Biotherapeutics, Inc. | COM | 10,000 | $2,300 | <0.1% | 歷史 |