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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 Exchng Traded FD VI33740F458FT VEST US EQT9,586$39.9 萬<0.1%−2,267−19.1%減碼–
Vanguard Intl Equity Index F922042676GLB EX US ETF8,931$40.1 萬<0.1%+4,326+93.9%加碼–
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR14,799$40.4 萬<0.1%+5,673+62.2%加碼–
CDNSCadence Design Systems IncStock1,088$40.8 萬<0.1%+265+32.2%加碼歷史
Dimensional ETF Trust25434V732EMERGING MKTS CO10,307$41.9 萬<0.1%+10,307新進–
Ea Series Trust02072L680STRIVE 500 ETF8,690$42.0 萬<0.1%00.0%不變–
ARMArm Holdings PLCADR1,185$42.0 萬<0.1%+1,185新進歷史
First Tr Exchng Traded FD VI33740U869FT VEST INT JUNE15,702$42.1 萬<0.1%+215+1.4%加碼–
FFord Motor CoStock30,452$42.3 萬<0.1%+10,614+53.5%加碼歷史
First Tr Exchng Traded FD VI33740F656FT VEST INTE15,371$42.3 萬<0.1%00.0%不變–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF17,632$42.7 萬<0.1%+1,447+8.9%加碼–
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS5,649$42.7 萬<0.1%+241+4.5%加碼–
SHOPShopify Inc.Stock3,755$42.9 萬<0.1%+198+5.6%加碼歷史
iShares S&P 100 ETF464287101ETF1,180$43.2 萬<0.1%+46+4.1%加碼–
DASHDoorDash, Inc.Stock2,345$43.3 萬<0.1%+149+6.8%加碼歷史
XYZBlock, Inc.CL A5,704$43.4 萬<0.1%+166+3.0%加碼歷史
DDOGDatadog, Inc.CL A COM1,678$43.7 萬<0.1%+1,678新進歷史
LHXL3HARRIS Technologies, Inc.Stock1,510$43.9 萬<0.1%+24+1.6%加碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF4,793$43.9 萬<0.1%+344+7.7%加碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF4,027$43.9 萬<0.1%+26+0.6%加碼–
MCOMoodys CorpStock971$44.0 萬<0.1%+160+19.7%加碼歷史
DRIDarden Restaurants IncCOM2,140$44.1 萬<0.1%+42+2.0%加碼歷史
GLDMWorld Gold TrustSPDR GLD MINIS5,563$44.2 萬<0.1%+617+12.5%加碼歷史
iShares Tr46436E833IBONDS 28 TRM TS19,975$44.2 萬<0.1%+1,581+8.6%加碼–
Roundhill ETF Trust77926X320MEMORY ETF6,003$44.3 萬<0.1%+6,003新進–
iShares Tr4642874571 3 YR TREAS BD5,402$44.4 萬<0.1%−3−0.1%減碼–
HESMHess Midstream LPCL A SHS11,821$44.4 萬<0.1%+11,821新進歷史
BUDAnheuser-Busch InBev SA/NVADR5,409$44.6 萬<0.1%−90−1.6%減碼歷史
IMKTAIngles Markets IncCL A5,044$44.7 萬<0.1%−500−9.0%減碼歷史
BSMBlack Stone Minerals, L.P.COM UNIT32,000$44.7 萬<0.1%00.0%不變歷史
Fidelity Covington Trust316092303CONSMR STAPLES8,669$45.5 萬<0.1%00.0%不變–
GMGeneral Motors CoCOM5,976$46.1 萬<0.1%+1,300+27.8%加碼歷史
HODLVanEck Bitcoin ETFSH BEN INT27,801$46.2 萬<0.1%+13,773+98.2%加碼歷史
JCIJohnson Controls International plcStock3,182$46.5 萬<0.1%+107+3.5%加碼歷史
T Rowe Price Exchange-Traded87283Q107PRICE BLUE CHIP9,345$46.8 萬<0.1%00.0%不變–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT4,540$46.9 萬<0.1%+6+0.1%加碼–
WisdomTree Tr97717W307US LARGECAP DIVD4,867$46.9 萬<0.1%−1,173−19.4%減碼–
NOVNOV Inc.COM25,678$47.6 萬<0.1%+25,678新進歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT10,953$47.9 萬<0.1%+10,953新進歷史
SCOProShares Trust IIULSHT BLOOMB OIL13,750$48.2 萬<0.1%+13,750新進歷史
WSOWatsco IncCOM1,159$48.3 萬<0.1%−170−12.8%減碼歷史
ESEversource EnergyStock6,690$48.4 萬<0.1%+146+2.2%加碼歷史
Dimensional ETF Trust25434V799INTL CORE EQUITY12,988$48.4 萬<0.1%+12,988新進–
PKGPackaging Corp of AmericaStock2,047$48.8 萬<0.1%+32+1.6%加碼歷史
First Tr Exchng Traded FD VI33740F185FT VEST US EQT21,182$49.0 萬<0.1%00.0%不變–
TGTTarget CorpStock3,781$49.4 萬<0.1%+273+7.8%加碼歷史
iShares Tr46436E841IBONDS 27 TRM TS22,100$49.4 萬<0.1%+1,563+7.6%加碼–
First Tr Exchng Traded FD VI33740F573FT VEST INTER EQ17,269$49.5 萬<0.1%00.0%不變–
ICEIntercontinental Exchange, Inc.Stock4,048$49.8 萬<0.1%+20+0.5%加碼歷史
iShares Tr464287861EUROPE ETF6,855$49.9 萬<0.1%00.0%不變–
SPGSimon Property Group Inc.REIT2,234$50.0 萬<0.1%+175+8.5%加碼歷史
SUNSunoco LPCOM UT REP LP7,490$50.6 萬<0.1%+574+8.3%加碼歷史
FITBFifth Third BancorpCOM8,980$50.6 萬<0.1%+8,980新進歷史
NOCNorthrop Grumman CorpStock1,005$51.2 萬<0.1%+40+4.1%加碼歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF3,324$51.3 萬<0.1%−96−2.8%減碼–
ITWIllinois Tool Works IncStock1,899$51.4 萬<0.1%+65+3.5%加碼歷史
ARESAres Management CorpCL A COM STK4,654$51.8 萬<0.1%+1,124+31.8%加碼歷史
Invesco Exchange Traded FD T46137V332S&P500 EQL HLT15,640$51.9 萬<0.1%00.0%不變–
PWRQuanta Services, Inc.COM721$51.9 萬<0.1%+61+9.2%加碼歷史
AFLAflac IncStock4,433$52.0 萬<0.1%−1,977−30.8%減碼歷史
PRMPerimeter Solutions, Inc.COMMON STOCK14,694$52.4 萬<0.1%00.0%不變歷史
TRGPTarga Resources Corp.COM1,959$52.5 萬<0.1%+61+3.2%加碼歷史
BHPBHP Group LtdADR6,309$52.6 萬<0.1%+443+7.6%加碼歷史
WisdomTree Tr97717X651US S CAP QTY DIV8,865$52.6 萬<0.1%−236−2.6%減碼–
SOFISoFi Technologies, Inc.Stock29,426$52.8 萬<0.1%+29,426新進歷史
FLYFirefly Aerospace Inc.COM17,970$52.8 萬<0.1%+389+2.2%加碼歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM35,019$53.2 萬<0.1%00.0%不變歷史
CTASCintas CorpStock3,128$53.2 萬<0.1%+990+46.3%加碼歷史
BABAAlibaba Group Holding LtdADR5,592$53.7 萬<0.1%−573−9.3%減碼歷史
iShares Tr46434V290US SML CAP EQT6,058$54.0 萬<0.1%−577−8.7%減碼–
BNYBank of New York Mellon CorpStock3,758$54.3 萬<0.1%+395+11.7%加碼歷史
Invesco Exch Traded FD Tr II46138E396S&P 500 CONC ETF7,795$54.5 萬<0.1%−860−9.9%減碼–
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF20,000$54.9 萬<0.1%00.0%不變–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF6,622$55.0 萬<0.1%−477−6.7%減碼–
J P Morgan Exchange Traded F46654Q732U S TEC LEA ETF4,989$55.7 萬<0.1%00.0%不變–
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,529$56.0 萬<0.1%+5+0.1%加碼–
FFINFirst Financial Bankshares IncCOM16,238$56.2 萬<0.1%+2,260+16.2%加碼歷史
HSYHershey CoCOM3,210$56.3 萬<0.1%−432−11.9%減碼歷史
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF22,361$56.5 萬<0.1%+1,422+6.8%加碼–
FASTFastenal CoStock11,802$56.7 萬<0.1%−201−1.7%減碼歷史
VEEVVeeva Systems IncStock3,200$56.8 萬<0.1%+69+2.2%加碼歷史
ENBEnbridge IncStock10,476$56.8 萬<0.1%+1,034+11.0%加碼歷史
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF11,285$57.1 萬<0.1%+3,282+41.0%加碼–
Wedbush Ser Tr947913109DAN IVE REVO ETF14,998$57.1 萬<0.1%+14,998新進–
RGLDRoyal Gold IncStock2,865$57.2 萬<0.1%+16+0.6%加碼歷史
FDXFedEx CorpStock1,832$57.4 萬<0.1%+105+6.1%加碼歷史
LNTAlliant Energy CorpStock7,527$57.4 萬<0.1%+23+0.3%加碼歷史
DHRDanaher CorpStock3,019$57.5 萬<0.1%+164+5.7%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM2,675$57.9 萬<0.1%+537+25.1%加碼歷史
MUSAMurphy USA Inc.COM1,076$58.0 萬<0.1%+34+3.3%加碼歷史
MMM3M CoStock3,590$58.1 萬<0.1%+35+1.0%加碼歷史
Tidal Trust II88636X724YIELDMAX AMD OPT10,000$58.7 萬<0.1%+10,000新進–
ISRGIntuitive Surgical IncCOM NEW1,482$58.9 萬<0.1%+363+32.4%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM1,874$59.5 萬<0.1%+50+2.7%加碼歷史
American Centy ETF Tr025072885US EQT ETF4,688$60.0 萬<0.1%−20.0%減碼–
iShares Tr46428743220 YR TR BD ETF7,011$60.6 萬<0.1%+7+0.1%加碼–
Aim ETF Products Trust00888H687ALLIANZIM US EQT18,293$61.1 萬<0.1%00.0%不變–
FANGDiamondback Energy, Inc.Stock3,477$61.1 萬<0.1%−13−0.4%減碼歷史
HPEHewlett Packard Enterprise CoCOM13,585$61.3 萬<0.1%+13,585新進歷史
iShares Tr46428865310-20 YR TRS ETF6,131$61.5 萬<0.1%−456−6.9%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%–