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Visionary Wealth Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Visionary Wealth Advisors

报告期 2026-03-31 · CIK 0001802984

持仓数

638

前50大市值合计

$1.22B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$101.8M

401,244

8.4%

IVV ISHARES TR

CORE S&P500 ETF

$68.8M

105,311

5.6%

PWR QUANTA SVCS INC

COM

$53.1M

96,682

4.4%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$46.7M

1,822,755

3.8%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$46.3M

1,868,703

3.8%

MSFT MICROSOFT CORP

COM

$43.2M

116,754

3.5%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$39.8M

1,366,994

3.3%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$37.9M

470,069

3.1%

AGG ISHARES TR

CORE US AGGBD ET

$36.7M

369,575

3.0%

PYLD PIMCO ETF TR

MULTISECTOR BD

$30.5M

1,162,463

2.5%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$29.5M

400,714

2.4%

CSCO CISCO SYS INC

COM

$25.8M

332,927

2.1%

JPIE J P MORGAN EXCHANGE TRADED F

INCOME ETF

$23.4M

507,149

1.9%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$23.4M

275,248

1.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$23.0M

38,573

1.9%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$22.9M

786,564

1.9%

JNJ JOHNSON & JOHNSON

COM

$21.9M

89,720

1.8%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$21.6M

346,639

1.8%

IWF ISHARES TR

RUS 1000 GRW ETF

$21.6M

50,695

1.8%

VTV VANGUARD INDEX FDS

VALUE ETF

$21.1M

107,454

1.7%

WMT WALMART INC

COM

$20.9M

168,453

1.7%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$20.7M

532,213

1.7%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$19.9M

205,555

1.6%

PG PROCTER & GAMBLE CO

COM

$19.4M

134,430

1.6%

NVDA NVIDIA CORPORATION

COM

$19.1M

109,748

1.6%

VO VANGUARD INDEX FDS

MID CAP ETF

$18.9M

65,863

1.6%

HD HOME DEPOT INC

COM

$18.8M

57,029

1.5%

AMZN AMAZON COM INC

COM

$18.5M

88,992

1.5%

— EXXON MOBIL CORP

COM

$18.2M

107,497

1.5%

MINT PIMCO ETF TR

ENHAN SHRT MA AC

$17.7M

175,892

1.5%

ORLY OREILLY AUTOMOTIVE INC

COM

$17.5M

189,329

1.4%

BALT INNOVATOR ETFS TRUST

DEFINED WLT SHLD

$17.0M

508,624

1.4%

AVGO BROADCOM INC

COM

$16.9M

54,465

1.4%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$16.6M

77,370

1.4%

CVX CHEVRON CORPORATION

COM

$16.4M

79,304

1.3%

UCON FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI

$16.4M

661,363

1.3%

JPM JPMORGAN CHASE & CO

COM

$16.0M

54,250

1.3%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$15.5M

365,007

1.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$15.1M

31,462

1.2%

FEGE RBB FUND TRUST

FIRST EAGLE GBL

$14.6M

309,612

1.2%

KMI KINDER MORGAN INC DEL

COM

$14.5M

432,168

1.2%

EMR EMERSON ELEC CO

COM

$14.1M

107,559

1.2%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$13.3M

251,561

1.1%

PSX PHILLIPS 66

COM

$12.7M

69,768

1.0%

CGCB CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF

$12.5M

476,018

1.0%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$12.5M

93,834

1.0%

ABBV ABBVIE INC

COM

$12.5M

57,274

1.0%

LMT LOCKHEED MARTIN CORP

COM

$11.4M

18,853

0.9%

VZ VERIZON COMMUNICATIONS INC

COM

$11.4M

226,484

0.9%

VUG VANGUARD INDEX FDS

GROWTH ETF

$11.1M

25,351

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

30%前 6 大占比

AAPL8.4%IVV5.6%PWR4.4%SCHX3.8%SCHF3.8%MSFT3.5%