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Vanguard Capital Wealth Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Vanguard Capital Wealth Advisors
报告期 2026-03-31 · CIK 0001730578
持仓数
120
前50大市值合计
$89.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 111 项
建仓 15
增持 43
减持 42
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
VTIP
VANGUARD MALVERN FDS
+$2.7M
56,287
减持
AAPL
APPLE INC
+$2.2M
63,735
-1%
增持
TSLA
TESLA INC
+$1.8M
20,419
+5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AMZN
AMAZON COM INC
+$1.2M
56,703
+3%
增持
GOOG
ALPHABET INC
+$1.1M
34,250
+21%
增持
GLD
SPDR GOLD TR
+$970.3K
7,433
+222%
增持
NVDA
NVIDIA CORPORATION
+$940.4K
6,546
+9%
减持
META
META PLATFORMS INC
+$890.4K
10,147
-3%
减持
IAU
ISHARES GOLD TR
-$804.8K
42,108
-39%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$784.1K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$764.8K
13,548
+0%
建仓
STIP
ISHARES TR
+$724.4K
7,300
增持
MSFT
MICROSOFT CORP
+$646.2K
8,124
+15%
减持
HDGE
ADVISORSHARES TR
-$632.7K
59,609
-20%
减持
TLT
ISHARES TR
-$520.4K
3,355
-62%
增持
BCX
BLACKROCK RES & COMMODITIES
+$445.5K
57,884
+441%
增持
—
ON HLDG AG
+$439.9K
21,200
+67%
建仓
BP
BP PLC
+$427.2K
11,261
清仓
—
BARCLAYS BANK PLC
-$398.3K
0
-100%
增持
DIS
DISNEY WALT CO
+$369.6K
9,317
+44%
清仓
—
PACIFIC PREMIER BANCORP
-$315.6K
0
-100%
减持
SMFG
SUMITOMO MITSUI FINL GROUP I
-$301.8K
46,180
-45%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$301.6K
0
-100%
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$298.6K
3,274
建仓
PEO
ADAM NAT RES FD INC
+$285.9K
13,905
增持
INTC
INTEL CORP
+$284.2K
44,687
+0%
清仓
AIG
AMERICAN INTL GROUP INC
-$248.3K
0
-100%
建仓
AVK
ADVENT CONV & INCOME FD
+$245.4K
21,224
建仓
AMD
ADVANCED MICRO DEVICES INC
+$242.3K
2,472
增持
AVGO
BROADCOM INC
+$234.4K
2,746
+1%
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$226.3K
3,311
清仓
GDX
VANECK ETF TRUST
-$221.4K
0
-100%
清仓
IWO
ISHARES TR
-$213.2K
0
-100%
清仓
EDV
VANGUARD WORLD FD
-$208.9K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$206.7K
4,085
增持
GXO
GXO LOGISTICS INCORPORATED
+$193.7K
7,900
+65%
减持
URI
UNITED RENTALS INC
+$190.5K
5,586
-2%
建仓
—
UNITED STS NAT GAS FD LP
+$183.2K
26,400
增持
MA
MASTERCARD INCORPORATED
+$170.4K
10,520
+0%
增持
NAUT
NAUTILUS BIOTECHNOLOGY INC
+$167.7K
75,500
+228%
减持
BA
BOEING CO
+$153.0K
8,796
-2%
建仓
BGR
BLACKROCK ENERGY & RES TR
+$146.0K
12,010
增持
CVX
CHEVRON CORP NEW
+$139.3K
3,603
+44%
减持
PPLT
ABRDN PLATINUM ETF TRUST
-$133.1K
4,806
-17%
增持
NFLX
NETFLIX INC
+$123.5K
2,150
+2%
建仓
—
TEMPLETON GLOBAL INCOME FD
+$123.1K
27,973
增持
LYG
LLOYDS BANKING GROUP PLC
+$121.5K
112,837
+77%
增持
GGN
GAMCO GLOBAL GOLD NAT RES &
+$116.9K
240,230
+14%
清仓
ECF
ELLSWORTH GROWTH & INCOME FD
-$116.1K
0
-100%
增持
IEF
ISHARES TR
+$115.7K
5,327
+24%
建仓
MSD
MORGAN STANLEY EMKT DBT FD I
+$113.6K
17,637
减持
QCOM
QUALCOMM INC
+$110.5K
6,379
-0%
减持
SCHX
SCHWAB STRATEGIC TR
-$110.0K
4,523
-38%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$108.6K
5,200
+49%
减持
MFG
MIZUHO FINANCIAL GROUP INC
-$108.4K
81,226
-32%
减持
PFE
PFIZER INC
-$107.2K
9,825
-1%
增持
ELV
ELEVANCE HEALTH INC
-$106.8K
2,073
+0%
减持
KOF
COCA-COLA FEMSA SAB DE CV
+$97.1K
17,516
-9%
增持
XAODX
ABRDN TOTAL DYNAMIC DIVIDEND
+$94.2K
26,994
+70%
清仓
PMM
PUTNAM MANAGED MUN INCOME TR
-$89.9K
0
-100%
减持
CSCO
CISCO SYS INC
+$89.0K
21,643
-1%
减持
SLV
ISHARES SILVER TR
-$87.9K
33,645
-11%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$87.7K
4,890
+23%
减持
OXY
OCCIDENTAL PETE CORP
-$85.6K
4,445
-23%
增持
GOOGL
ALPHABET INC
+$80.9K
5,033
+1%
减持
ORCL
ORACLE CORP
+$78.9K
7,613
-1%
减持
—
TRITON INTL LTD
-$78.8K
13,548
-0%
建仓
EDD
MORGAN STANLEY EMERGING MKTS
+$75.3K
16,650
建仓
TEI
TEMPLETON EMERGING MKTS INCO
+$74.2K
14,644
增持
COST
COSTCO WHSL CORP NEW
+$68.2K
1,110
+5%
减持
SCHV
SCHWAB STRATEGIC TR
-$61.5K
3,482
-21%
增持
F
FORD MTR CO DEL
+$61.3K
22,305
+18%
增持
VERI
VERITONE INC
+$59.6K
46,168
+17%
增持
—
BETTER CHOICE CO INC
+$56.2K
236,837
+306%
增持
BAC
BANK AMERICA CORP
+$54.4K
56,433
+20%
增持
—
MARATHON OIL CORP
+$50.9K
11,300
+39%
增持
MCD
MCDONALDS CORP
+$49.3K
2,893
+0%
减持
—
TRANSOCEAN LTD
-$45.3K
114,700
-32%
增持
MS
MORGAN STANLEY
+$44.7K
10,804
+2%
增持
KMI
KINDER MORGAN INC DEL
+$44.4K
35,735
+11%
减持
CX
CEMEX SAB DE CV
+$37.9K
29,697
-5%
增持
CAT
CATERPILLAR INC
-$32.4K
3,117
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$32.3K
13,561
-5%
清仓
SGMOQ
SANGAMO THERAPEUTICS INC
-$32.0K
0
-100%
减持
BTG
B2GOLD CORP
-$30.4K
10,925
-47%
减持
ABBV
ABBVIE INC
-$26.5K
4,632
-2%
增持
EBAY
EBAY INC.
+$26.2K
8,358
+1%
减持
HD
HOME DEPOT INC
-$25.1K
811
-3%
减持
PM
PHILIP MORRIS INTL INC
-$23.7K
5,886
-0%
减持
PG
PROCTER AND GAMBLE CO
-$23.5K
3,805
-2%
增持
PSX
PHILLIPS 66
+$22.4K
4,471
+8%
减持
VLO
VALERO ENERGY CORP
+$21.8K
3,014
-4%
减持
MPC
MARATHON PETE CORP
+$20.8K
3,892
-10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$18.3K
2,039
+1%
减持
APH
AMPHENOL CORP NEW
+$15.6K
3,200
-1%
减持
GGB
GERDAU SA
-$15.2K
15,746
-6%
减持
—
DYNAGAS LNG PARTNERS LP
-$13.7K
37,579
-18%
减持
C
CITIGROUP INC
-$13.0K
6,653
-7%
增持
MRK
MERCK & CO INC
-$11.2K
2,540
+0%
增持
JPM
JPMORGAN CHASE & CO
-$9.3K
2,727
+0%
增持
IDA
IDACORP INC
+$6.8K
5,188
+1%
减持
—
NAVIOS MARITIME HOLDINGS INC
-$5.4K
26,132
-13%
减持
—
SAFE BULKERS INC
-$5.0K
14,825
-28%
减持
—
EXXON MOBIL CORP
-$3.6K
1,903
-1%
减持
T
AT&T INC
-$3.2K
12,585
-6%
减持
NFJ
VIRTUS DIVIDEND INTEREST & P
+$2.9K
11,695
-2%
减持
UBER
UBER TECHNOLOGIES INC
+$2.3K
11,150
-21%
减持
V
VISA INC
+$2.2K
901
-7%
减持
SBUX
STARBUCKS CORP
-$2.1K
8,268
-5%
增持
PSEC
PROSPECT CAP CORP
+$2.0K
45,107
+1%
增持
USO
UNITED STS OIL FD LP
+$810
3,600
+6%