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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 147 项
建仓 24
增持 112
减持 2
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$13.3M
122,644
+92%
增持
AMZN
AMAZON COM INC
+$9.3M
116,186
+105%
增持
TSLA
TESLA INC
+$7.2M
43,618
+114%
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
UNH
UNITEDHEALTH GROUP INC
+$6.7M
27,238
+101%
增持
GOOG
ALPHABET INC
+$5.6M
76,070
+122%
增持
MA
MASTERCARD INCORPORATED
+$4.5M
21,072
+100%
增持
NVDA
NVIDIA CORPORATION
+$3.9M
13,538
+107%
增持
META
META PLATFORMS INC
+$3.6M
19,970
+97%
增持
MSFT
MICROSOFT CORP
+$3.2M
16,160
+99%
增持
AVGO
BROADCOM INC
+$3.0M
5,516
+101%
清仓
VTIP
VANGUARD MALVERN FDS
-$2.7M
0
-100%
增持
URI
UNITED RENTALS INC
+$2.7M
10,942
+96%
增持
BAC
BANK AMERICA CORP
+$2.2M
131,222
+133%
增持
BA
BOEING CO
+$1.8M
17,592
+100%
增持
UBER
UBER TECHNOLOGIES INC
+$1.6M
44,700
+301%
增持
INTC
INTEL CORP
+$1.5M
89,588
+100%
增持
KOF
COCA-COLA FEMSA SAB DE CV
+$1.4M
34,192
+95%
增持
—
TRITON INTL LTD
+$1.4M
27,096
+100%
增持
DIS
DISNEY WALT CO
+$1.3M
31,136
+234%
增持
CSCO
CISCO SYS INC
+$1.2M
45,840
+112%
增持
NFLX
NETFLIX INC
+$1.2M
4,370
+103%
增持
ORCL
ORACLE CORP
+$1.1M
15,272
+101%
增持
IAU
ISHARES GOLD TR
+$1.1M
73,338
+74%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
7,036
增持
HDGE
ADVISORSHARES TR
+$971.2K
109,996
+85%
增持
—
ON HLDG AG
+$952.6K
48,800
+130%
建仓
AMAT
APPLIED MATLS INC
+$939.5K
6,500
增持
MCD
MCDONALDS CORP
+$923.6K
5,806
+101%
增持
BKNG
BOOKING HOLDINGS INC
+$912.4K
664
+100%
增持
GGN
GAMCO GLOBAL GOLD NAT RES &
+$906.6K
477,506
+99%
增持
ELV
ELEVANCE HEALTH INC
+$894.9K
4,160
+101%
增持
MS
MORGAN STANLEY
+$882.2K
21,438
+98%
增持
SBUX
STARBUCKS CORP
+$839.2K
17,162
+108%
建仓
—
PACIFIC PREMIER BANCORP
+$827.2K
40,000
增持
CAT
CATERPILLAR INC
+$823.0K
6,244
+100%
增持
QCOM
QUALCOMM INC
+$752.5K
13,158
+106%
增持
GOOGL
ALPHABET INC
+$730.7K
10,466
+108%
清仓
STIP
ISHARES TR
-$724.4K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$717.0K
3,842
+100%
增持
TLT
ISHARES TR
+$691.4K
10,184
+204%
增持
KMI
KINDER MORGAN INC DEL
+$675.0K
75,538
+111%
增持
BIIB
BIOGEN INC
+$670.8K
4,600
+100%
增持
BIDU
BAIDU INC
+$664.9K
10,820
+100%
建仓
ICOW
PACER FDS TR
+$652.9K
21,960
增持
GLD
SPDR GOLD TR
+$650.8K
11,290
+52%
增持
COST
COSTCO WHSL CORP NEW
+$645.3K
2,224
+100%
增持
DVN
DEVON ENERGY CORP NEW
+$623.3K
17,170
+320%
增持
PSX
PHILLIPS 66
+$613.0K
11,180
+150%
增持
PG
PROCTER AND GAMBLE CO
+$611.7K
7,760
+104%
增持
HD
HOME DEPOT INC
+$593.2K
2,680
+230%
增持
PM
PHILIP MORRIS INTL INC
+$583.6K
11,842
+101%
建仓
ENVA
ENOVA INTL INC
+$574.5K
10,816
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$539.2K
105,660
+129%
增持
SHOP
SHOPIFY INC
+$536.3K
13,200
+100%
增持
PYPL
PAYPAL HLDGS INC
+$526.3K
18,300
+100%
建仓
MMM
3M CO
+$522.9K
9,202
建仓
MAR
MARRIOTT INTL INC NEW
+$514.3K
2,800
增持
IDA
IDACORP INC
+$510.8K
10,456
+102%
增持
IEF
ISHARES TR
+$505.4K
10,698
+101%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$480.4K
231,104
+185%
增持
BX
BLACKSTONE INC
+$477.5K
9,734
+100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$475.6K
2,654
增持
VZ
VERIZON COMMUNICATIONS INC
+$475.3K
26,960
+99%
建仓
RQI
COHEN & STEERS QUALITY INCOM
+$464.0K
40,000
建仓
SMH
VANECK ETF TRUST
+$459.8K
3,020
增持
ABBV
ABBVIE INC
+$457.6K
8,876
+92%
建仓
AIG
AMERICAN INTL GROUP INC
+$454.7K
7,904
建仓
DAL
DELTA AIR LINES INC DEL
+$453.2K
9,534
增持
KIO
KKR INCOME OPPORTUNITIES FD
+$439.4K
70,000
+106%
建仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$437.5K
12,270
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$435.7K
74,000
+139%
建仓
PFN
PIMCO INCOME STRATEGY FD II
+$432.6K
60,000
增持
—
TRANSOCEAN LTD
+$430.0K
165,400
+44%
建仓
FCX
FREEPORT-MCMORAN INC
+$429.9K
10,748
建仓
—
ROYAL CARIBBEAN GROUP
+$425.3K
4,100
增持
DECK
DECKERS OUTDOOR CORP
+$424.0K
1,400
+100%
增持
MELI
MERCADOLIBRE INC
+$420.5K
800
+100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$411.2K
2,800
增持
JPM
JPMORGAN CHASE & CO
+$411.2K
5,272
+93%
建仓
TV
GRUPO TELEVISA S A B
+$410.4K
80,000
建仓
MOS
MOSAIC CO NEW
+$407.8K
13,626
清仓
GXO
GXO LOGISTICS INCORPORATED
-$398.6K
0
-100%
增持
MPC
MARATHON PETE CORP
+$385.8K
7,808
+101%
增持
EBAY
EBAY INC.
+$380.3K
16,808
+101%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$377.8K
9,780
+100%
增持
BCX
BLACKROCK RES & COMMODITIES
+$368.7K
101,532
+75%
增持
PFE
PFIZER INC
+$346.4K
20,370
+107%
增持
PPLT
ABRDN PLATINUM ETF TRUST
+$344.3K
9,398
+96%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$342.1K
1,760
+100%
增持
—
MARATHON OIL CORP
+$337.0K
26,400
+134%
增持
AMD
ADVANCED MICRO DEVICES INC
+$325.9K
4,988
+102%
增持
MRK
MERCK & CO INC
+$316.7K
5,086
+100%
增持
C
CITIGROUP INC
+$308.3K
13,470
+102%
增持
ENPH
ENPHASE ENERGY INC
+$303.1K
5,200
+93%
增持
LULU
LULULEMON ATHLETICA INC
+$302.3K
1,400
+124%
增持
HON
HONEYWELL INTL INC
+$294.4K
2,630
+100%
增持
VLO
VALERO ENERGY CORP
+$289.5K
6,056
+101%
增持
APH
AMPHENOL CORP NEW
+$287.6K
6,464
+102%
增持
PEO
ADAM NAT RES FD INC
+$286.6K
27,498
+98%
增持
THW
TEKLA WORLD HEALTHCARE FD
+$286.0K
40,000
+100%
增持
SCHX
SCHWAB STRATEGIC TR
+$284.3K
9,606
+112%
清仓
PFO
FLAHERTY & CRUMRINE PFD INCO
-$280.5K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$277.5K
0
-100%
增持
—
BANK AMERICA CORP
+$276.3K
470
+100%
增持
F
FORD MTR CO DEL
+$270.7K
36,468
+63%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$269.5K
6,548
+100%
增持
NVS
NOVARTIS AG
+$258.8K
4,714
+100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$254.6K
3,900
+91%
增持
SCHV
SCHWAB STRATEGIC TR
+$252.9K
7,172
+106%
增持
V
VISA INC
+$251.3K
1,914
+112%
清仓
CII
BLACKROCK ENHANCD CAP & INM
-$251.0K
0
-100%
增持
VERI
VERITONE INC
+$250.4K
132,536
+187%
增持
NAUT
NAUTILUS BIOTECHNOLOGY INC
+$248.5K
120,500
+60%
清仓
USO
UNITED STS OIL FD LP
-$239.2K
0
-100%
增持
PSEC
PROSPECT CAP CORP
+$237.7K
88,976
+97%
增持
XAODX
ABRDN TOTAL DYNAMIC DIVIDEND
+$229.9K
54,238
+101%
增持
AVK
ADVENT CONV & INCOME FD
+$229.2K
40,494
+91%
增持
CX
CEMEX SAB DE CV
+$218.4K
54,044
+82%
建仓
—
WW INTL INC
+$216.4K
32,200
减持
LYG
LLOYDS BANKING GROUP PLC
-$216.1K
20,744
-82%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$214.3K
4,700
+100%
清仓
—
EXXON MOBIL CORP
-$208.7K
0
-100%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$201.6K
6,252
+89%
增持
HPF
HANCOCK JOHN PFD INCOME FD I
+$194.9K
23,200
+132%
增持
—
UNITED STS NAT GAS FD LP
+$175.9K
48,400
+83%
建仓
UEC
URANIUM ENERGY CORP
+$173.0K
64,000
增持
CVX
CHEVRON CORP NEW
+$168.6K
4,808
+33%
增持
T
AT&T INC
+$162.5K
25,376
+102%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$151.2K
8,000
+54%
增持
NFJ
VIRTUS DIVIDEND INTEREST & P
+$141.2K
22,828
+95%
增持
BGR
BLACKROCK ENERGY & RES TR
+$135.3K
23,364
+95%
减持
SLV
ISHARES SILVER TR
-$117.5K
30,000
-11%
建仓
GLDI
CREDIT SUISSE AG NASSAU BRH
+$107.7K
77,000
增持
BP
BP PLC
+$98.3K
19,856
+76%
增持
VCV
INVESCO CALIF VALUE MUN INCO
+$89.9K
20,000
+100%
建仓
RYLD
GLOBAL X FDS
+$75.8K
419,213
增持
GGB
GERDAU SA
+$75.8K
29,392
+87%
增持
—
DYNAGAS LNG PARTNERS LP
+$70.0K
70,248
+87%
增持
MSD
MORGAN STANLEY EMKT DBT FD I
+$60.4K
27,022
+53%
增持
—
TEMPLETON GLOBAL INCOME FD
+$51.9K
42,274
+51%
增持
TEI
TEMPLETON EMERGING MKTS INCO
+$50.9K
24,306
+66%
清仓
BTG
B2GOLD CORP
-$43.0K
0
-100%
增持
—
SAFE BULKERS INC
+$42.0K
29,650
+100%
增持
—
NAVIOS MARITIME HOLDINGS INC
+$38.4K
52,228
+100%
建仓
XYLD
GLOBAL X FDS
+$36.1K
87,938
增持
EDD
MORGAN STANLEY EMERGING MKTS
+$31.7K
22,812
+37%
增持
—
BETTER CHOICE CO INC
+$11.8K
473,674
+100%