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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 128 项
建仓 16
增持 30
减持 57
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$1.9M
49,405
-13%
减持
AEF
ABRDN EMERGING MARKETS EX CH
-$1.5M
226,694
-50%
清仓
ECH
ISHARES INC
-$1.4M
0
-100%
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。
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
12,015
-75%
增持
VLO
VALERO ENERGY CORP
+$1.2M
6,034
+197%
减持
GOOG
ALPHABET INC
-$1.1M
14,046
-14%
建仓
APA
APA CORPORATION
+$1.1M
24,950
减持
AAPL
APPLE INC
-$1.0M
55,855
-0%
减持
GDX
VANECK ETF TRUST
-$970.4K
7,380
-62%
清仓
RIO
RIO TINTO PLC
-$954.9K
0
-100%
建仓
DINO
HF SINCLAIR CORP
+$944.1K
15,132
减持
AMZN
AMAZON COM INC
-$942.7K
28,631
-4%
清仓
KRE
SPDR SERIES TRUST
-$750.3K
0
-100%
减持
CCU
COMPANIA CERVECERIAS UNIDAS
-$738.3K
12,664
-82%
减持
BA
BOEING CO
-$737.8K
13,024
-15%
清仓
IAU
ISHARES GOLD TR
-$723.9K
0
-100%
清仓
MMM
3M CO
-$713.7K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$705.1K
14,012
增持
LTPZ
PIMCO ETF TR
+$632.8K
21,699
+137%
增持
D
DOMINION ENERGY INC
+$563.7K
14,900
+144%
减持
META
META PLATFORMS INC
-$561.7K
3,452
-10%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$548.1K
1,155
减持
MSFT
MICROSOFT CORP
-$537.4K
2,921
-13%
清仓
KOF
COCA-COLA FEMSA SAB DE CV
-$533.9K
0
-100%
建仓
EDV
VANGUARD WORLD FD
+$519.9K
8,004
清仓
NEM
NEWMONT CORP
-$515.0K
0
-100%
减持
CCJ
CAMECO CORP
-$501.7K
14,248
-36%
减持
PSX
PHILLIPS 66
-$494.1K
2,174
-68%
清仓
TECK
TECK RESOURCES LTD
-$488.5K
0
-100%
建仓
AA
ALCOA CORP
+$467.0K
7,040
减持
URI
UNITED RENTALS INC
-$465.7K
5,266
-1%
减持
MS
MORGAN STANLEY
-$461.6K
12,261
-12%
减持
SLV
ISHARES SILVER TR
-$459.6K
23,784
-26%
减持
CAT
CATERPILLAR INC
+$457.6K
3,541
-1%
清仓
MP
MP MATERIALS CORP
-$414.3K
0
-100%
减持
AVGO
BROADCOM INC
-$400.9K
8,441
-3%
减持
C
CITIGROUP INC
-$374.8K
3,260
-49%
建仓
EWW
ISHARES INC
+$368.6K
4,900
清仓
AMAT
APPLIED MATLS INC
-$361.8K
0
-100%
清仓
AEM
AGNICO EAGLE MINES LTD
-$356.9K
0
-100%
清仓
AMRC
AMERESCO INC
-$322.2K
0
-100%
清仓
ADT
ADT INC DEL
-$302.4K
0
-100%
增持
COP
CONOCOPHILLIPS
+$283.5K
5,800
+13%
清仓
VIOO
VANGUARD ADMIRAL FDS INC
-$270.0K
0
-100%
减持
BAC
BANK AMERICA CORP
-$268.0K
27,975
-6%
清仓
UNH
UNITEDHEALTH GROUP INC
-$264.8K
0
-100%
增持
TLT
ISHARES TR
+$260.4K
5,930
+104%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$254.6K
650
增持
SCHD
SCHWAB STRATEGIC TR
+$249.8K
36,582
+15%
建仓
KMI
KINDER MORGAN INC DEL
+$238.4K
7,110
建仓
DAR
DARLING INGREDIENTS INC
+$234.7K
3,795
清仓
DASH
DOORDASH INC
-$226.5K
0
-100%
增持
VIXM
PROSHARES TR II
+$220.6K
22,570
+107%
清仓
ALAB
ASTERA LABS INC
-$220.4K
0
-100%
建仓
—
EATON CORP PLC
+$219.6K
614
减持
IEF
ISHARES TR
-$218.3K
2,231
-50%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$214.4K
2,950
增持
CVX
CHEVRON CORPORATION
+$211.8K
2,768
+17%
清仓
MA
MASTERCARD INCORPORATED
-$208.7K
0
-100%
清仓
PPLT
ABRDN PLATINUM ETF TRUST
-$205.3K
0
-100%
清仓
—
CYBERARK SOFTWARE LTD
-$200.7K
0
-100%
清仓
BKR
BAKER HUGHES COMPANY
-$200.4K
0
-100%
减持
VERI
VERITONE INC
-$194.8K
69,750
-2%
增持
TSLA
TESLA INC
-$189.9K
5,372
+10%
建仓
JOBY
JOBY AVIATION INC
+$185.0K
22,400
减持
MU
MICRON TECHNOLOGY INC
-$177.9K
13,645
-19%
建仓
CEV
EATON VANCE CALIF MUN INCOM
+$171.1K
17,000
减持
—
EXXON MOBIL CORP
+$169.6K
3,682
-3%
清仓
KEP
KOREA ELEC PWR CORP
-$167.5K
0
-100%
减持
NFLX
NETFLIX INC.
-$155.6K
9,020
-17%
减持
VXX
BARCLAYS BANK PLC
-$139.9K
8,350
-50%
清仓
VALE
VALE S A
-$136.8K
0
-100%
减持
FCX
FREEPORT MCMORAN INC
-$130.0K
3,794
-45%
减持
MPC
MARATHON PETE CORP
+$129.8K
1,691
-3%
减持
ORCL
ORACLE CORP
-$129.0K
1,883
-10%
减持
VCV
INVESCO CALIF VALUE MUN INCO
-$125.1K
20,000
-33%
建仓
SERV
SERVE ROBOTICS INC
+$120.7K
14,300
增持
—
MOBIX LABS INC
+$115.8K
1,453,416
+5%
减持
QCOM
QUALCOMM INC
-$114.5K
1,900
-10%
增持
GOOGL
ALPHABET INC
-$111.3K
4,819
+1%
减持
BX
BLACKSTONE INC
-$106.8K
2,333
-4%
清仓
GGN
GAMCO GLOBAL GOLD NAT RES &
-$92.8K
0
-100%
减持
HDGE
ADVISORSHARES TR
-$89.7K
78,143
-16%
增持
LLY
ELI LILLY & CO
-$83.6K
581
+1%
减持
SCHG
SCHWAB STRATEGIC TR
-$77.1K
17,609
-3%
建仓
IBRX
IMMUNITYBIO INC
+$76.7K
10,000
减持
INTC
INTEL CORP
+$76.3K
17,954
-7%
减持
ABBV
ABBVIE INC
-$76.2K
3,691
-4%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$75.2K
8,800
-7%
减持
UNG
UNITED STS NAT GAS FD LP
-$74.3K
24,500
-17%
减持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
-$74.3K
40,000
-11%
减持
NIKL
SPROTT FDS TR
-$68.6K
15,820
-23%
减持
COPX
GLOBAL X FDS
-$64.5K
3,320
-25%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$63.8K
910
-5%
清仓
NIO
NIO INC
-$63.8K
0
-100%
减持
DELL
DELL TECHNOLOGIES INC
+$62.5K
1,700
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$59.9K
8,927
+0%
减持
CIG
CIA ENERGETICA DE MINAS GERA
-$58.5K
17,627
-65%
增持
JPM
JPMORGAN CHASE & CO
-$55.6K
2,074
+0%
减持
V
VISA INC
-$52.8K
929
-2%
减持
COST
COSTCO WHOLESALE CORPORATION
-$52.0K
255
-28%
增持
HON
HONEYWELL INTL INC
+$50.5K
1,435
+2%
增持
SCHV
SCHWAB STRATEGIC TR
+$43.7K
43,048
+0%
减持
AGNC
AGNC INVT CORP
-$41.8K
14,000
-18%
减持
JNJ
JOHNSON & JOHNSON
+$40.7K
1,228
-2%
增持
DIS
DISNEY WALT CO
-$40.4K
2,342
+0%
增持
IDA
IDACORP INC
+$37.3K
2,173
+1%
增持
GILD
GILEAD SCIENCES INC
+$31.8K
1,892
+0%
减持
XAODX
ABRDN TOTAL DYNAMIC DIVIDEND
-$29.9K
31,694
-4%
减持
T
AT&T INC
+$29.8K
9,869
-4%
增持
AVK
ADVENT CONV & INCOME FD
-$27.7K
20,345
+0%
增持
QYLD
GLOBAL X FDS
-$27.5K
218,230
+930%
减持
UEC
URANIUM ENERGY CORP
-$24.8K
34,500
-18%
减持
PG
PROCTER & GAMBLE CO
-$24.1K
3,574
-5%
增持
SCHB
SCHWAB STRATEGIC TR
-$20.3K
21,685
+1%
增持
MCD
MCDONALDS CORP
+$20.1K
3,275
+0%
减持
NVS
NOVARTIS AG
+$16.7K
2,050
-5%
增持
PANW
PALO ALTO NETWORKS INC
-$15.8K
3,446
+12%
减持
KGC
KINROSS GOLD CORP
-$15.8K
7,200
-14%
增持
FNDB
SCHWAB STRATEGIC TR
+$14.4K
19,991
+0%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$14.1K
32,000
-9%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$13.0K
12,743
+6%
减持
AMZE
AMAZE HOLDINGS INC
-$9.4K
28,696
-26%
增持
GS
GOLDMAN SACHS GROUP INC
-$9.0K
276
+0%
增持
SCHX
SCHWAB STRATEGIC TR
-$7.6K
54,419
+4%
减持
PM
PHILIP MORRIS INTL INC
+$1.8K
3,394
-3%
增持
HPF
HANCOCK JOHN PFD INCOME FD I
+$534
19,800
+3%
增持
NFJ
VIRTUS DIVIDEND INTEREST & P
+$187
12,905
+2%