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Livermore
Livermore
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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
最新申報
2026/7/24

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
722
較 2026 年第 1 季 +60
總值
$36.1 億
較 2026 年第 1 季 +$4.54 億 (+14.4%)
申報日
2026/7/24
SEC
Avidian Wealth Solutions, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
RVPRetractable Technologies IncCOM30,800$2.22 萬<0.1%00.0%不變歷史
PLUGPlug Power IncStock11,020$2.99 萬<0.1%00.0%不變歷史
SERSerina Therapeutics, Inc.COM SHS18,800$3.65 萬<0.1%00.0%不變歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK15,075$7.52 萬<0.1%00.0%不變歷史
LYGLloyds Banking Group plcSPONSORED ADR12,960$7.56 萬<0.1%+12,960新進歷史
USALiberty All Star Equity FundSH BEN INT17,650$10.3 萬<0.1%+280+1.6%加碼歷史
MQYBlackRock Muniyield Quality Fund, Inc.COM10,107$11.7 萬<0.1%+10,107新進歷史
MFGMizuho Financial Group IncSPONSORED ADR12,392$11.9 萬<0.1%+12,392新進歷史
NBISNebius Group N.V.Stock438$12.1 萬<0.1%+438新進歷史
BBBLACKBERRY LtdCOM10,000$12.7 萬<0.1%+10,000新進歷史
ATECAlphatec Holdings, Inc.COM NEW15,000$13.0 萬<0.1%+3,446+29.8%加碼歷史
JPCNuveen Preferred & Income Opportunities FundCOM16,998$13.4 萬<0.1%+16,998新進歷史
SOCSable Offshore Corp.COM SHS45,874$14.1 萬<0.1%00.0%不變歷史
GABGabelli Equity Trust IncCOM25,499$14.4 萬<0.1%+2,300+9.9%加碼歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD69,966$14.7 萬<0.1%+24,076+52.5%加碼歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF12,000$15.4 萬<0.1%00.0%不變歷史
OBDCBlue Owl Capital CorpCOM14,430$15.7 萬<0.1%−2,960−17.0%減碼歷史
FETHFidelity Ethereum FundSHS10,429$16.4 萬<0.1%+591+6.0%加碼歷史
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM12,381$17.1 萬<0.1%+12,381新進歷史
DSLDoubleLine Income Solutions FundCOM16,000$17.7 萬<0.1%00.0%不變歷史
Proshares Ultra Solana ETF74350P386ETP10,212$18.2 萬<0.1%+10,212新進–
DLYDoubleLine Yield Opportunities FundCOM14,000$19.7 萬<0.1%00.0%不變歷史
CNPCenterpoint Energy IncCOM4,561$20.1 萬<0.1%+4,561新進歷史
PGRProgressive CorpStock920$20.1 萬<0.1%+920新進歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX1,543$20.1 萬<0.1%+1,543新進–
SNPSSynopsys IncCOM454$20.3 萬<0.1%+454新進歷史
American Centy ETF Tr025072505DIVERSIFIED MU3,987$20.3 萬<0.1%+3,987新進–
Aim ETF Products Trust00888H786ALLIA US FEB ETF5,707$20.3 萬<0.1%+5,707新進–
Dimensional Emerging Core Equity Market ETF25434V302ETF5,060$20.3 萬<0.1%+5,060新進–
Amplify ETF Tr032108722CWP INTL ENHANCE4,850$20.4 萬<0.1%+4,850新進–
Amplify ETF Tr032108524CWP GROWTH & INC6,870$20.5 萬<0.1%+6,870新進–
SUSuncor Energy IncStock3,821$20.5 萬<0.1%−678−15.1%減碼歷史
EMNEastman Chemical CoStock3,065$20.5 萬<0.1%−101−3.2%減碼歷史
CVECenovus Energy Inc.COM8,303$20.6 萬<0.1%−1,571−15.9%減碼歷史
OMCOmnicom Group Inc.COM2,831$20.6 萬<0.1%+2,831新進歷史
Tidal Trust II88636J600ROUNDHILL GENER2,095$20.7 萬<0.1%+2,095新進–
GWWW.W. Grainger, Inc.Stock152$20.7 萬<0.1%+152新進歷史
Vanguard World FD921910733ESG US STK ETF1,571$20.8 萬<0.1%+1,571新進–
Vanguard Energy ETF92204A306ETF1,394$20.9 萬<0.1%+1+0.1%加碼–
Fidelity MSCI Information Technology Index ETF316092808ETF735$21.0 萬<0.1%+735新進–
iShares U S ETF Tr46431W838SHOR MAT MUN ETF4,184$21.1 萬<0.1%00.0%不變–
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF8,000$21.1 萬<0.1%00.0%不變–
iShares Tr46436E288INVT GRD CORP BD8,786$21.1 萬<0.1%00.0%不變–
State Street Utilities Select Sector SPDR ETF81369Y886ETF4,685$21.2 萬<0.1%+15+0.3%加碼–
Schwab International Small-Cap Equity ETF808524888ETF4,420$21.3 萬<0.1%+10.0%加碼–
First Tr Exchng Traded FD VI33740U208FT VEST US EQT3,581$21.3 萬<0.1%+3,581新進–
CNCCentene CorpStock3,324$21.3 萬<0.1%+3,324新進歷史
iShares Tr46436E825IBONDS 29 TRM TS9,862$21.4 萬<0.1%+9,862新進–
HIIHuntington Ingalls Industries, Inc.COM763$21.4 萬<0.1%+763新進歷史
VIKViking Holdings LtdORD SHS2,044$21.4 萬<0.1%+2,044新進歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT11,037$21.5 萬<0.1%00.0%不變歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,161$21.5 萬<0.1%+1,161新進–
MNSTMonster Beverage CorpCOM2,255$21.7 萬<0.1%+2,255新進歷史
EBAYeBay IncCOM1,959$21.9 萬<0.1%+1,959新進歷史
ProShares Tr74349Y571ULTRA ETHER ETF29,300$22.0 萬<0.1%00.0%不變–
Schwab US Tips ETF808524870ETF8,302$22.0 萬<0.1%−208−2.4%減碼–
TDToronto Dominion BankStock1,816$22.0 萬<0.1%+1,816新進歷史
VGVenture Global, Inc.COM CL A19,876$22.1 萬<0.1%+19,876新進歷史
TERTeradyne, IncStock457$22.1 萬<0.1%+457新進歷史
KKRKKR & Co. Inc.COM2,454$22.5 萬<0.1%+205+9.1%加碼歷史
AMPAmeriprise Financial IncCOM491$22.5 萬<0.1%+1+0.2%加碼歷史
Aim ETF Products Trust00888H737ALLIA US JUN ETF6,596$22.7 萬<0.1%+6,596新進–
SNYSanofiSPONSORED ADR5,325$22.7 萬<0.1%−450−7.8%減碼歷史
QQnity Electronics, Inc.COMMON STOCK1,394$22.8 萬<0.1%+1,394新進歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 503,727$22.8 萬<0.1%−5−0.1%減碼–
HSBCHSBC Holdings PLCSPON ADR NEW2,401$22.8 萬<0.1%+2,401新進歷史
APOApollo Global Management, Inc.COM1,952$23.1 萬<0.1%+1,952新進歷史
IRENIREN LtdORDINARY SHARES5,056$23.1 萬<0.1%+5,056新進歷史
BSLBlackstone Senior Floating Rate 2027 Term FundCOM18,009$23.3 萬<0.1%−2,751−13.3%減碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF589$23.4 萬<0.1%−180−23.4%減碼–
SANBanco Santander, S.A.ADR16,998$23.5 萬<0.1%+2,050+13.7%加碼歷史
FNFFidelity National Financial, Inc.COM SHS4,988$23.5 萬<0.1%−318−6.0%減碼歷史
Pacer US Small Cap Cash Cows ETF69374H857ETF4,656$23.6 萬<0.1%00.0%不變–
HDBHDFC Bank LtdSPONSORED ADS9,165$23.7 萬<0.1%+9,165新進歷史
SRESempraStock2,558$23.7 萬<0.1%+50+2.0%加碼歷史
iShares Tr46434V456MSCI INTL QUALTY4,790$23.7 萬<0.1%−1,931−28.7%減碼–
First Tr Exchange-Traded Alp33734K109COM SHS1,700$23.8 萬<0.1%00.0%不變–
Vanguard Industrials ETF92204A603ETF664$23.9 萬<0.1%00.0%不變–
HOODRobinhood Markets, Inc.Stock2,396$24.0 萬<0.1%+2,396新進歷史
iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283ETF9,481$24.1 萬<0.1%00.0%不變–
MPWRMonolithic Power Systems, Inc.COM177$24.5 萬<0.1%+177新進歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,476$24.6 萬<0.1%+216+17.1%加碼歷史
Aim ETF Products Trust00888H422ALLIANZIM INTL9,618$24.7 萬<0.1%00.0%不變–
iShares Tr464287630RUS 2000 VAL ETF1,130$25.0 萬<0.1%−144−11.3%減碼–
BITWBitwise 10 Crypto Index ETFUNIT BENEFICIAL6,673$25.1 萬<0.1%−687−9.3%減碼歷史
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF9,802$25.1 萬<0.1%00.0%不變–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF5,009$25.2 萬<0.1%+64+1.3%加碼–
ABNBAirbnb, Inc.Stock1,767$25.3 萬<0.1%+1,767新進歷史
FSSFederal Signal CorpCOM1,983$25.5 萬<0.1%+1,983新進歷史
KNSLKinsale Capital Group, Inc.Stock774$25.5 萬<0.1%+774新進歷史
NTRANatera, Inc.COM948$25.7 萬<0.1%+948新進歷史
Schwab Emerging Markets Equity ETF808524706ETF7,113$25.8 萬<0.1%+19+0.3%加碼–
iShares Ibonds Dec 2031 Term Corporate ETF46436E486ETF12,509$26.1 萬<0.1%+1,799+16.8%加碼–
First Trust Cloud Computing ETF33734X192ETF1,946$26.2 萬<0.1%+25+1.3%加碼–
WBDWarner Bros. Discovery, Inc.Stock9,837$26.2 萬<0.1%+561+6.0%加碼歷史
ASSTStrive, Inc.CL A COM24,052$26.2 萬<0.1%+24,052新進歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX1,911$26.3 萬<0.1%−663−25.8%減碼–
URIUnited Rentals, Inc.COM233$26.4 萬<0.1%+233新進歷史
MDLZMondelez International, Inc.Stock4,573$26.5 萬<0.1%+1,055+30.0%加碼歷史
Fidelity Merrimack STR Tr316188879TACTICAL BOND5,412$26.7 萬<0.1%−2,588−32.4%減碼–

選擇權（16 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。

Avidian Wealth Solutions, LLC 在 2026 年第 2 季的選擇權部位
證券類別賣權買權
SPYSPDR S&P 500 ETF TrustETF$470.5 萬–
AVGOBroadcom Inc.Stock–$75.5 萬
NVDANVIDIA CorpStock$2.00 萬$60.0 萬
METAMeta Platforms, Inc.Stock–$56.3 萬
GOOGAlphabet Inc.Stock–$38.9 萬
DELLDell Technologies Inc.Stock–$30.2 萬
MRVLMarvell Technology, Inc.COM–$29.8 萬
NBISNebius Group N.V.Stock–$22.1 萬
NFLXNetflix IncStock–$21.4 萬
iShares Core U.S. Aggregate Bond ETF464287226ETF–$13.9 萬
iShares MSCI Eafe ETF464287465ETF–$9.35 萬
Vanguard Morningstar Value ETF922908744ETF–$6.54 萬
SPCXSpace Exploration Technologies CorpCLASS A COM STK$5.13 萬–
iShares Core S&P Small Cap ETF464287804ETF–$4.45 萬
GLDSPDR Gold TrustETF–$3.68 萬
iShares Core S&P Mid-Cap ETF464287507ETF–$3.08 萬

2026 年第 1 季之後清倉（27 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Avidian Wealth Solutions, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HONHoneywell International IncCOM16,444$371.7 萬0.1%歷史
iShares Tr46435G672CORE INTL AGGR19,102$95.6 萬<0.1%–
Simplify Exchange Traded Fun82889N863VOLATILITY PREM31,065$47.7 萬<0.1%–
POWLPowell Industries IncStock672$36.4 萬<0.1%歷史
ADBEAdobe Inc.Stock1,437$34.9 萬<0.1%歷史
HPIJohn Hancock Preferred Income FundSH BEN INT21,999$34.5 萬<0.1%歷史
DPZDominos Pizza IncCOM794$28.5 萬<0.1%歷史
PRIPrimerica, Inc.Stock1,108$27.8 萬<0.1%歷史
LBLandBridge Co LLCCL A4,014$27.7 萬<0.1%歷史
CRHCRH Public Ltd CoORD2,555$26.9 萬<0.1%歷史
ProShares Tr74349Y647ULTRA SOLANA ETF51,060$25.7 萬<0.1%–
FBTCFidelity Wise Origin Bitcoin FundSHS4,331$25.6 萬<0.1%歷史
JJacobs Solutions Inc.COM1,917$24.4 萬<0.1%歷史
ZTSZoetis Inc.Stock2,031$24.0 萬<0.1%歷史
TSCOTractor Supply CoCOM5,221$23.7 萬<0.1%歷史
CTRACoterra Energy Inc.Stock6,586$23.1 萬<0.1%歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS3,202$22.9 萬<0.1%歷史
MSTRStrategy IncStock1,814$22.6 萬<0.1%歷史
ProShares Tr74350P675ULTRAPRO SHORT2,768$22.3 萬<0.1%–
OMABCentral North Airport GroupSPON ADR1,910$21.9 萬<0.1%歷史
ACGLArch Capital Group Ltd.Stock2,159$20.7 萬<0.1%歷史
EUOProShares Trust IIULTRASHRT EURO7,000$20.7 萬<0.1%歷史
HIGHartford Insurance Group, Inc.Stock1,522$20.6 萬<0.1%歷史
VanEck ETF Trust92189F601URANI NUCLE ETF1,529$20.4 萬<0.1%–
OWLBlue Owl Capital Inc.COM CL A15,142$13.8 萬<0.1%歷史
WUWestern Union COStock10,549$9.21 萬<0.1%歷史
Gabelli Equity Tr Inc362397226RIGHT 04/14/202623,200$162<0.1%–