Avidian Wealth Enterprises, LLC 13F 持仓 · 2026年Q3
Avidian Wealth Enterprises 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 743 只证券，申报市值合计 35.88 亿美元。前几大持仓：IVV（14.83%）、IEFA（4.90%）、IJH（3.06%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $532.2M | 14.83% | 694,958 | 减持 |
| 2 | IEFA | ISHARES TR | $175.8M | 4.90% | 1.8M | 增持 |
| 3 | IJH | ISHARES TR | $109.9M | 3.06% | 1.5M | 增持 |
| 4 | EMXC | ISHARES INC | $101.5M | 2.83% | 1.0M | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $101.4M | 2.83% | 443,996 | 减持 |
| 6 | USIG | ISHARES TR | $90.6M | 2.52% | 1.9M | 增持 |
| 7 | SPYM | SPDR SERIES TRUST | $77.4M | 2.16% | 862,435 | 减持 |
| 8 | JQUA | J P MORGAN EXCHANGE TRADED F | $73.0M | 2.03% | 989,337 | 增持 |
| 9 | JVAL | J P MORGAN EXCHANGE TRADED F | $69.3M | 1.93% | 1.2M | 减持 |
| 10 | AAPL | APPLE INC | $62.7M | 1.75% | 188,216 | 减持 |
| 11 | IWF | ISHARES TR | $62.3M | 1.74% | 497,031 | 减持 |
| 12 | SCHR | SCHWAB STRATEGIC TR | $59.9M | 1.67% | 2.5M | 增持 |
| 13 | NE | NOBLE CORP PLC | $55.8M | 1.56% | 1.3M | 减持 |
| 14 | SCMB | SCHWAB STRATEGIC TR | $53.9M | 1.50% | 2.2M | 增持 |
| 15 | IUSB | ISHARES TR | $48.8M | 1.36% | 1.1M | 减持 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $39.9M | 1.11% | 565,376 | 减持 |
| 17 | MBB | ISHARES TR | $39.4M | 1.10% | 439,200 | 减持 |
| 18 | VOO | VANGUARD INDEX FDS | $39.4M | 1.10% | 56,166 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $38.0M | 1.06% | 74,090 | 增持 |
| 20 | JCPB | J P MORGAN EXCHANGE TRADED F | $37.0M | 1.03% | 827,192 | 增持 |
| 21 | PMBS | PIMCO ETF TR | $35.1M | 0.98% | 758,352 | 增持 |
| 22 | SCHF | SCHWAB STRATEGIC TR | $33.7M | 0.94% | 1.2M | 减持 |
| 23 | XOM | EXXONMOBIL HOLDINGS CORP | $32.9M | 0.92% | 201,900 | 新建仓 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $32.8M | 0.91% | 43,009 | 减持 |
| 25 | IJR | ISHARES TR | $27.1M | 0.75% | 198,926 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR