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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
First Tr Exchange-Traded FD33739Q705FT VEST S&P 5005,289$26.7 萬<0.1%00.0%不變–
HWMHowmet Aerospace Inc.Stock994$26.7 萬<0.1%+88+9.7%加碼歷史
ELVElevance Health, Inc.Stock695$26.9 萬<0.1%+695新進歷史
WBIWaterBridge Infrastructure LLCCL A SHS REPSTG7,896$27.1 萬<0.1%+10+0.1%加碼歷史
iShares Tr46436E858IBONDS 26 TRM TS11,845$27.1 萬<0.1%+1,530+14.8%加碼–
Aim ETF Products Trust00888H505ALLIA US OCT ETF6,635$27.1 萬<0.1%00.0%不變–
EWEdwards Lifesciences CorpStock3,007$27.2 萬<0.1%+3,007新進歷史
JBLJabil IncStock706$27.2 萬<0.1%+706新進歷史
WECWec Energy Group, Inc.Stock2,335$27.3 萬<0.1%+148+6.8%加碼歷史
SAICScience Applications International CorpCOM2,479$27.4 萬<0.1%+54+2.2%加碼歷史
DKSDick's Sporting Goods, Inc.Stock1,213$27.5 萬<0.1%+1,213新進歷史
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN6,869$27.6 萬<0.1%00.0%不變歷史
VSTVistra Corp.Stock1,743$27.6 萬<0.1%+20+1.2%加碼歷史
Invesco Exchange Traded FD T46137V597RAFI US 15004,961$27.7 萬<0.1%00.0%不變–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF7,543$27.8 萬<0.1%+38+0.5%加碼–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF9,381$28.2 萬<0.1%00.0%不變–
HEIHeico CorpCOM791$28.2 萬<0.1%+791新進歷史
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT5,188$28.3 萬<0.1%00.0%不變–
FSVFirstService CorpCOM1,994$28.3 萬<0.1%+1,994新進歷史
BSXBoston Scientific CorpStock6,650$28.4 萬<0.1%+393+6.3%加碼歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF3,160$28.4 萬<0.1%+3,160新進–
First Tr Exchange Traded FD33738R704RBA INDL ETF2,160$28.8 萬<0.1%−173−7.4%減碼–
Defiance Quantum ETF26922A420ETF1,741$28.8 萬<0.1%+1,741新進–
XELXcel Energy IncStock3,612$29.0 萬<0.1%+241+7.1%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1560$29.2 萬<0.1%−1−0.2%減碼歷史
SNOWSnowflake Inc.Stock1,156$29.4 萬<0.1%+1,156新進歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF3,194$29.5 萬<0.1%+4+0.1%加碼–
IRMIron Mountain IncCOM2,354$29.7 萬<0.1%+126+5.7%加碼歷史
ULSUL Solutions Inc.CLASS A COM SHS2,927$29.8 萬<0.1%+2,927新進歷史
TRNTrinity Industries IncCOM8,628$29.8 萬<0.1%+478+5.9%加碼歷史
TMUST-Mobile US, Inc.Stock1,797$30.1 萬<0.1%−1,290−41.8%減碼歷史
iShares Ibonds 2026 Term High Yield and Income ETF46436E528ETF13,431$30.4 萬<0.1%+58+0.4%加碼–
MPLXMPLX LPCOM UNIT REP LTD5,422$30.5 萬<0.1%+1,029+23.4%加碼歷史
Tidal Trust I886364702SP DWJNS SUKUK17,019$30.7 萬<0.1%00.0%不變–
CCLCarnival Corp Ltd.Stock10,740$30.7 萬<0.1%+284+2.7%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -5,845$30.8 萬<0.1%+189+3.3%加碼歷史
EQIXEquinix IncCOM295$30.8 萬<0.1%+61+26.1%加碼歷史
American Centy ETF Tr025072802INTL SMCP VLU3,004$31.0 萬<0.1%+76+2.6%加碼–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW7,658$31.1 萬<0.1%00.0%不變–
BGBunge Global SACOM SHS2,922$31.2 萬<0.1%00.0%不變歷史
NUENucor CorpCOM1,406$31.3 萬<0.1%−73−4.9%減碼歷史
ProShares Tr74347X864ULTRPRO S&P5002,231$31.6 萬<0.1%+5+0.2%加碼–
DALDelta Air Lines, Inc.COM NEW3,377$31.6 萬<0.1%+3,377新進歷史
CEGConstellation Energy CorpStock1,275$31.7 萬<0.1%+80+6.7%加碼歷史
VOYAVoya Financial, Inc.COM3,498$31.7 萬<0.1%−92−2.6%減碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF1,687$31.7 萬<0.1%+261+18.3%加碼–
Vanguard Consumer Staples ETF92204A207ETF1,418$32.0 萬<0.1%−6−0.4%減碼–
ROSTRoss Stores, Inc.COM1,503$32.0 萬<0.1%+263+21.2%加碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF3,320$32.0 萬<0.1%−32−1.0%減碼–
PDIPIMCO Dynamic Income FundSHS19,194$32.1 萬<0.1%−347−1.8%減碼歷史
CRAICra International, Inc.COM2,255$32.1 萬<0.1%+723+47.2%加碼歷史
ORLYO Reilly Automotive IncStock3,499$32.2 萬<0.1%+228+7.0%加碼歷史
PAYXPaychex IncStock3,278$32.2 萬<0.1%−225−6.4%減碼歷史
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF14,103$32.7 萬<0.1%+1,544+12.3%加碼–
DEODiageo PLCSPON ADR NEW4,064$32.7 萬<0.1%+489+13.7%加碼歷史
iShares Ibonds Dec 2030 Term Corporate ETF46436E726ETF15,127$33.0 萬<0.1%+1,686+12.5%加碼–
MCKMcKesson CorpStock438$33.1 萬<0.1%+24+5.8%加碼歷史
iShares Tr464287770U.S. FIN SVC ETF3,663$33.1 萬<0.1%−994−21.3%減碼–
Ultimus Managers Tr90386K589WEST SA MIDS ETF11,545$33.3 萬<0.1%−592−4.9%減碼–
MARMarriott International IncStock899$33.3 萬<0.1%+212+30.9%加碼歷史
MCHPMicrochip Technology IncStock3,707$33.8 萬<0.1%+3,707新進歷史
ROPRoper Technologies IncStock1,002$33.9 萬<0.1%+253+33.8%加碼歷史
First Tr Exchng Traded FD VI33740F516FT VEST US EQT7,564$34.1 萬<0.1%00.0%不變–
AZNAstraZeneca PLCADR1,798$34.1 萬<0.1%−92−4.9%減碼歷史
SPOTSpotify Technology S.A.Stock746$34.3 萬<0.1%+275+58.4%加碼歷史
CARRCarrier Global CorpStock4,671$34.3 萬<0.1%+476+11.3%加碼歷史
iShares Semiconductor ETF464287523ETF537$34.4 萬<0.1%+537新進–
UCTTUltra Clean Holdings, Inc.COM2,412$34.4 萬<0.1%+2,412新進歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR13,737$34.4 萬<0.1%+3,459+33.7%加碼歷史
John Hancock Exchange Traded47804J206MULTIFACTOR MI4,623$34.7 萬<0.1%−92−2.0%減碼–
First Tr Exchng Traded FD VI33740U828FT VEST INT EQ M12,679$34.9 萬<0.1%00.0%不變–
DOWDow Inc.Stock12,789$35.0 萬<0.1%+1,365+11.9%加碼歷史
HLTHilton Worldwide Holdings Inc.COM1,067$35.3 萬<0.1%+248+30.3%加碼歷史
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR7,056$35.4 萬<0.1%+7,056新進–
HCAHCA Healthcare, Inc.COM912$35.5 萬<0.1%−80−8.1%減碼歷史
ROKRockwell Automation, IncStock719$35.6 萬<0.1%+94+15.0%加碼歷史
iShares U S ETF Tr46431W507SHOR DURA BD ETF7,123$36.1 萬<0.1%+6+0.1%加碼–
DVNDevon Energy CorpStock8,751$36.2 萬<0.1%+4,483+105.0%加碼歷史
ETREntergy CorpCOM3,181$36.5 萬<0.1%+53+1.7%加碼歷史
VRTVertiv Holdings CoCOM CL A1,094$36.6 萬<0.1%+25+2.3%加碼歷史
LUVSouthwest Airlines CoCOM7,130$36.7 萬<0.1%+371+5.5%加碼歷史
SHWSherwin Williams CoCOM1,067$36.7 萬<0.1%+66+6.6%加碼歷史
AMCRAmcor plcCOM NEW8,508$36.9 萬<0.1%+1,438+20.3%加碼歷史
First Tr Exchng Traded FD VI33740U687FT VEST U.S EQT8,829$36.9 萬<0.1%00.0%不變–
PLDPrologis, Inc.REIT2,730$37.0 萬<0.1%+85+3.2%加碼歷史
INTUIntuit Inc.Stock1,426$37.2 萬<0.1%+463+48.1%加碼歷史
First Tr Exchng Traded FD VI33740F466FT VEST U.S13,192$37.4 萬<0.1%+362+2.8%加碼–
iShares Tr464288513IBOXX HI YD ETF4,715$37.7 萬<0.1%00.0%不變–
FTNTFortinet, Inc.Stock2,458$37.8 萬<0.1%+2,458新進歷史
First Tr Exchng Traded FD VI33740F227VEST U S EQUITY10,137$37.8 萬<0.1%00.0%不變–
CMCSAComcast CorpStock15,481$38.0 萬<0.1%+3,183+25.9%加碼歷史
iShares Tr464287556ISHARES BIOTECH2,015$38.3 萬<0.1%−133−6.2%減碼–
RYRoyal Bank of CanadaStock1,858$38.4 萬<0.1%+432+30.3%加碼歷史
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE2,006$38.5 萬<0.1%−137−6.4%減碼–
Aim ETF Products Trust00888H844US LRG CAP BUF2010,923$38.9 萬<0.1%00.0%不變–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF16,245$39.4 萬<0.1%+1,889+13.2%加碼–
VanEck ETF Trust92189F106GOLD MINERS ETF5,278$39.8 萬<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW3,116$39.8 萬<0.1%−7−0.2%減碼–
CFRCullen/Frost Bankers, Inc.COM2,578$39.8 萬<0.1%00.0%不變歷史
APPAppLovin CorpCOM CL A775$39.9 萬<0.1%+228+41.7%加碼歷史

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%–