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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 33,179 | $188.4 萬 | 0.1% | +6,478+24.3% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 9,487 | $190.3 萬 | 0.1% | +488+5.4% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 38,308 | $190.8 萬 | 0.1% | +2,313+6.4% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 82,582 | $191.0 萬 | 0.1% | +1,056+1.3% | 加碼 | – |
| PFEPfizer Inc | Stock | 79,424 | $191.3 萬 | 0.1% | +4,018+5.3% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 16,371 | $192.0 萬 | 0.1% | −164−1.0% | 減碼 | – |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 38,568 | $194.3 萬 | 0.1% | +5,983+18.4% | 加碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 14,777 | $194.4 萬 | 0.1% | +915+6.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 19,041 | $194.6 萬 | 0.1% | +1,118+6.2% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 85,456 | $194.7 萬 | 0.1% | +27,287+46.9% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 15,733 | $195.7 萬 | 0.1% | +2,660+20.3% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 38,797 | $195.9 萬 | 0.1% | +18,558+91.7% | 加碼 | – |
| HONAHoneywell Aerospace Inc. | COM | 8,870 | $196.1 萬 | 0.1% | +8,870 | 新進 | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 33,137 | $197.9 萬 | 0.1% | +12,542+60.9% | 加碼 | – |
| HONHoneywell International Inc | Stock | 8,870 | $198.6 萬 | 0.1% | +8,870 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 11,762 | $198.8 萬 | 0.1% | +574+5.1% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,681 | $199.1 萬 | 0.1% | +245+3.8% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 23,439 | $200.4 萬 | 0.1% | −314−1.3% | 減碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 26,505 | $201.7 萬 | 0.1% | +3,576+15.6% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 50,058 | $206.5 萬 | 0.1% | −35−0.1% | 減碼 | – |
| EMREmerson Electric Co | Stock | 14,787 | $211.7 萬 | 0.1% | +1,148+8.4% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 20,575 | $213.9 萬 | 0.1% | +23+0.1% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 13,708 | $214.3 萬 | 0.1% | +2,957+27.5% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 2,987 | $216.0 萬 | 0.1% | +449+17.7% | 加碼 | 歷史 |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 28,381 | $216.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 13,232 | $216.6 萬 | 0.1% | +11+0.1% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 7,998 | $217.6 萬 | 0.1% | +196+2.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 22,656 | $218.1 萬 | 0.1% | +3,994+21.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 10,256 | $218.2 萬 | 0.1% | +1,176+13.0% | 加碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 9,200 | $219.9 萬 | 0.1% | +991+12.1% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 12,635 | $222.8 萬 | 0.1% | +2,555+25.3% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 5,280 | $225.1 萬 | 0.1% | −272−4.9% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,430 | $225.2 萬 | 0.1% | +4,433+147.9% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 25,399 | $230.5 萬 | 0.1% | −312−1.2% | 減碼 | 歷史 |
| iShares Tr464287796 | U.S. ENERGY ETF | 42,340 | $239.6 萬 | 0.1% | +754+1.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 44,087 | $249.0 萬 | 0.1% | +1,265+3.0% | 加碼 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 105,595 | $250.4 萬 | 0.1% | +5,726+5.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 51,726 | $251.7 萬 | 0.1% | −1,685−3.2% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 36,895 | $252.4 萬 | 0.1% | −204−0.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 42,715 | $255.0 萬 | 0.1% | +263+0.6% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 21,912 | $255.6 萬 | 0.1% | −1,209−5.2% | 減碼 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 48,349 | $256.7 萬 | 0.1% | +17,198+55.2% | 加碼 | – |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 107,159 | $260.1 萬 | 0.1% | +2,705+2.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 17,099 | $260.2 萬 | 0.1% | +217+1.3% | 加碼 | – |
| INTCIntel Corp | Stock | 18,733 | $261.6 萬 | 0.1% | +2,767+17.3% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 71,811 | $262.8 萬 | 0.1% | +22,099+44.5% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 71,867 | $264.2 萬 | 0.1% | +481+0.7% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 28,468 | $265.8 萬 | 0.1% | +623+2.2% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 73,956 | $267.2 萬 | 0.1% | −884−1.2% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 63,121 | $267.3 萬 | 0.1% | +10,368+19.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,292 | $268.1 萬 | 0.1% | +1,785+10.8% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 31,713 | $268.3 萬 | 0.1% | −19−0.1% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 26,784 | $269.6 萬 | 0.1% | −18,993−41.5% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 25,094 | $270.1 萬 | 0.1% | −151−0.6% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 17,828 | $270.1 萬 | 0.1% | +457+2.6% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 10,373 | $270.2 萬 | 0.1% | +2,292+28.4% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 14,219 | $270.9 萬 | 0.1% | −463−3.2% | 減碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 55,026 | $273.9 萬 | 0.1% | +3,652+7.1% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 52,010 | $274.2 萬 | 0.1% | −9,589−15.6% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 35,257 | $274.7 萬 | 0.1% | +9,143+35.0% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 17,442 | $275.6 萬 | 0.1% | +758+4.5% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 53,513 | $277.5 萬 | 0.1% | +580+1.1% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 17,878 | $280.6 萬 | 0.1% | +231+1.3% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 7,941 | $281.3 萬 | 0.1% | +371+4.9% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 26,367 | $283.4 萬 | 0.1% | +2,592+10.9% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 52,250 | $285.4 萬 | 0.1% | +11,437+28.0% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 56,743 | $287.0 萬 | 0.1% | +5,185+10.1% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 92,877 | $288.8 萬 | 0.1% | −577−0.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 36,958 | $292.1 萬 | 0.1% | +1,941+5.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 20,035 | $293.8 萬 | 0.1% | +1,563+8.5% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 20,806 | $295.2 萬 | 0.1% | −2,661−11.3% | 減碼 | – |
| DGDollar General Corp | COM | 25,689 | $295.7 萬 | 0.1% | +403+1.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,579 | $297.5 萬 | 0.1% | +388+3.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 7,993 | $298.7 萬 | 0.1% | +1,010+14.5% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 13,704 | $300.7 萬 | 0.1% | −9,209−40.2% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 62,501 | $327.6 萬 | 0.1% | +7,312+13.2% | 加碼 | – |
| KOCoca Cola Co | Stock | 40,422 | $328.5 萬 | 0.1% | +4,899+13.8% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 53,636 | $329.6 萬 | 0.1% | −4,062−7.0% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 5,056 | $331.6 萬 | 0.1% | +336+7.1% | 加碼 | – |
| ETNEaton Corp plc | Stock | 7,790 | $332.0 萬 | 0.1% | +1,305+20.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,139 | $338.3 萬 | 0.1% | +395+5.1% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 24,772 | $338.6 萬 | 0.1% | +230+0.9% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 6,716 | $342.2 萬 | 0.1% | −92−1.4% | 減碼 | 歷史 |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 30,416 | $345.8 萬 | 0.1% | −993−3.2% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 102,227 | $345.9 萬 | 0.1% | −3,852−3.6% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 32,710 | $348.3 萬 | 0.1% | −254−0.8% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 67,743 | $348.9 萬 | 0.1% | −392−0.6% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 70,407 | $354.5 萬 | 0.1% | −1,816−2.5% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 13,916 | $355.8 萬 | 0.1% | −70−0.5% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,791 | $356.4 萬 | 0.1% | +279+18.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 41,434 | $363.7 萬 | 0.1% | +483+1.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 28,877 | $365.5 萬 | 0.1% | +836+3.0% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 12,929 | $385.1 萬 | 0.1% | −217−1.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,585 | $389.6 萬 | 0.1% | +606+8.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,218 | $394.6 萬 | 0.1% | +186+4.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 4,193 | $403.2 萬 | 0.1% | −113−2.6% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 13,060 | $410.8 萬 | 0.1% | +3,927+43.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 52,708 | $412.3 萬 | 0.1% | +15,934+43.3% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 56,565 | $420.5 萬 | 0.1% | −2,158−3.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 15,648 | $423.0 萬 | 0.1% | +48+0.3% | 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $470.5 萬 | – |
| AVGOBroadcom Inc. | Stock | – | $75.5 萬 |
| NVDANVIDIA Corp | Stock | $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 Inc | Stock | – | $21.4 萬 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | – | $13.9 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $9.35 萬 |
| Vanguard Morningstar Value ETF922908744 | ETF | – | $6.54 萬 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | $5.13 萬 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | – | $4.45 萬 |
| GLDSPDR Gold Trust | ETF | – | $3.68 萬 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | – | $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。
| 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 Inc | COM | 16,444 | $371.7 萬 | 0.1% | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 19,102 | $95.6 萬 | <0.1% | – |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 31,065 | $47.7 萬 | <0.1% | – |
| POWLPowell Industries Inc | Stock | 672 | $36.4 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,437 | $34.9 萬 | <0.1% | 歷史 |
| HPIJohn Hancock Preferred Income Fund | SH BEN INT | 21,999 | $34.5 萬 | <0.1% | 歷史 |
| DPZDominos Pizza Inc | COM | 794 | $28.5 萬 | <0.1% | 歷史 |
| PRIPrimerica, Inc. | Stock | 1,108 | $27.8 萬 | <0.1% | 歷史 |
| LBLandBridge Co LLC | CL A | 4,014 | $27.7 萬 | <0.1% | 歷史 |
| CRHCRH Public Ltd Co | ORD | 2,555 | $26.9 萬 | <0.1% | 歷史 |
| ProShares Tr74349Y647 | ULTRA SOLANA ETF | 51,060 | $25.7 萬 | <0.1% | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 4,331 | $25.6 萬 | <0.1% | 歷史 |
| JJacobs Solutions Inc. | COM | 1,917 | $24.4 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 2,031 | $24.0 萬 | <0.1% | 歷史 |
| TSCOTractor Supply Co | COM | 5,221 | $23.7 萬 | <0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 6,586 | $23.1 萬 | <0.1% | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 3,202 | $22.9 萬 | <0.1% | 歷史 |
| MSTRStrategy Inc | Stock | 1,814 | $22.6 萬 | <0.1% | 歷史 |
| ProShares Tr74350P675 | ULTRAPRO SHORT | 2,768 | $22.3 萬 | <0.1% | – |
| OMABCentral North Airport Group | SPON ADR | 1,910 | $21.9 萬 | <0.1% | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 2,159 | $20.7 萬 | <0.1% | 歷史 |
| EUOProShares Trust II | ULTRASHRT EURO | 7,000 | $20.7 萬 | <0.1% | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 1,522 | $20.6 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 1,529 | $20.4 萬 | <0.1% | – |
| OWLBlue Owl Capital Inc. | COM CL A | 15,142 | $13.8 萬 | <0.1% | 歷史 |
| WUWestern Union CO | Stock | 10,549 | $9.21 萬 | <0.1% | 歷史 |
| Gabelli Equity Tr Inc362397226 | RIGHT 04/14/2026 | 23,200 | $162 | <0.1% | – |