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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
$1.22B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 19
增持 55
减持 31
清仓 45
方向
标的
Δ市值
现股数(环比)
清仓
AAPL
APPLE INC
-$25.3M
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$6.9M
184,241
+448%
清仓
AMZN
AMAZON COM INC
-$5.1M
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。
增持
PWR
QUANTA SVCS INC
+$4.5M
177,778
+2%
减持
IEI
ISHARES TR
-$4.4M
80,868
-29%
减持
SCHE
SCHWAB STRATEGIC TR
-$4.2M
368,252
-22%
清仓
AMGN
AMGEN INC
-$4.0M
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$3.8M
0
-100%
减持
EMR
EMERSON ELEC CO
-$3.6M
36,172
-50%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.6M
218,298
+24%
增持
TIP
ISHARES TR
+$3.6M
53,770
+108%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.0M
0
-100%
建仓
IYY
ISHARES TR
+$2.8M
25,769
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$2.7M
202,273
+154%
增持
PAR
PAR TECHNOLOGY CORP
-$2.6M
315,097
+0%
增持
IQLT
ISHARES TR
+$2.5M
149,220
+81%
增持
MOAT
VANECK ETF TRUST
+$1.9M
149,310
+23%
增持
IWF
ISHARES TR
+$1.6M
46,282
+14%
增持
BSV
VANGUARD BD INDEX FDS
+$1.6M
130,460
+18%
清仓
BAC
BK OF AMERICA CORP
-$1.6M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
11,157
+52%
清仓
BA
BOEING CO
-$1.5M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.4M
328,401
+2%
增持
AGG
ISHARES TR
+$1.3M
257,326
+5%
增持
XLF
SELECT SECTOR SPDR TR
+$1.3M
116,049
+40%
清仓
AEM
AGNICO EAGLE MINES LTD
-$1.3M
0
-100%
增持
IWD
ISHARES TR
+$1.3M
60,174
+18%
减持
MNA
INDEXIQ ETF TR
-$1.3M
22,229
-63%
增持
BOND
PIMCO ETF TR
+$1.2M
62,666
+22%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.2M
34,751
-4%
增持
PSX
PHILLIPS 66
+$1.2M
54,248
+78%
增持
XLE
SELECT SECTOR SPDR TR
+$1.2M
30,965
+283%
增持
CVX
CHEVRON CORP NEW
+$1.2M
53,565
+31%
减持
XLK
SELECT SECTOR SPDR TR
-$1.1M
54,999
-13%
清仓
—
INDEXIQ ETF TR
-$1.0M
0
-100%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.0M
75,373
+39%
增持
ULBI
ULTRALIFE CORP
-$951.0K
892,385
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$913.0K
64,581
+36%
减持
PFE
PFIZER INC
+$912.0K
304,778
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$906.0K
166,918
+7%
减持
IUSB
ISHARES TR
-$887.0K
271,931
-5%
增持
LFCR
LANDEC CORP
-$882.0K
507,575
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$872.0K
378,217
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$868.0K
108,778
+6%
减持
GLD
SPDR GOLD TR
-$863.0K
26,255
-16%
增持
IVV
ISHARES TR
+$813.0K
67,552
+3%
清仓
AMAT
APPLIED MATLS INC
-$795.0K
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE-TRADED F
+$781.0K
13,103
增持
SHEN
SHENANDOAH TELECOMMUNICATION
-$764.0K
45,300
+0%
减持
IEMG
ISHARES INC
-$755.0K
11,293
-48%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$754.0K
48,399
+19%
清仓
IGIB
ISHARES TR
-$747.0K
0
-100%
增持
COPX
GLOBAL X FDS
+$747.0K
34,301
+199%
增持
BBHY
J P MORGAN EXCHANGE-TRADED F
+$744.0K
113,913
+15%
清仓
DVYE
ISHARES INC
-$717.0K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$707.0K
230,109
+4%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$674.0K
264,110
+5%
增持
MINT
PIMCO ETF TR
+$665.0K
24,265
+37%
清仓
AEE
AMEREN CORP
-$652.0K
0
-100%
建仓
—
ISHARES TR
+$648.0K
24,650
清仓
ABT
ABBOTT LABS
-$633.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$614.0K
69,884
+0%
增持
IEFA
ISHARES TR
+$609.0K
21,500
+63%
增持
EMXC
ISHARES INC
+$579.0K
13,486
+252%
增持
VNQ
VANGUARD INDEX FDS
+$565.0K
12,915
+76%
减持
SPMB
SPDR SER TR
-$561.0K
99,046
-18%
减持
EFG
ISHARES TR
-$548.0K
17,021
-23%
清仓
AOK
ISHARES TR
-$546.0K
0
-100%
减持
IAU
ISHARES GOLD TR
-$535.0K
67,186
-19%
减持
PG
PROCTER AND GAMBLE CO
+$491.0K
135,102
-1%
增持
QQQ
INVESCO QQQ TR
+$480.0K
10,029
+14%
减持
SCHD
SCHWAB STRATEGIC TR
-$470.0K
221,674
-1%
减持
FTEC
FIDELITY COVINGTON TRUST
-$455.0K
7,480
-34%
减持
QUAL
ISHARES TR
-$448.0K
5,978
-36%
增持
QCOM
QUALCOMM INC
-$430.0K
32,877
+1%
清仓
ALL
ALLSTATE CORP
-$424.0K
0
-100%
建仓
ORI
OLD REP INTL CORP
+$419.0K
18,106
增持
—
CYRUSONE INC
+$410.0K
10,598
+85%
增持
MUB
ISHARES TR
+$399.0K
15,110
+31%
增持
GOOGL
ALPHABET INC
+$395.0K
617
+20%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$392.0K
14,980
-33%
清仓
—
ISHARES TR
-$389.0K
0
-100%
建仓
—
INVESCO LTD
+$388.0K
16,100
清仓
DIVO
AMPLIFY ETF TR
-$387.0K
0
-100%
清仓
SCHB
SCHWAB STRATEGIC TR
-$384.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$378.0K
0
-100%
增持
CSPI
CSP INC
-$375.0K
260,433
+2%
减持
SDY
SPDR SER TR
-$364.0K
29,123
-6%
减持
MSFT
MICROSOFT CORP
+$361.0K
95,120
-3%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$353.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$347.0K
9,764
减持
DVY
ISHARES TR
-$337.0K
2,122
-57%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$335.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$334.0K
2,703
+63%
减持
JNJ
JOHNSON & JOHNSON
-$329.0K
48,157
-2%
清仓
MBB
ISHARES TR
-$326.0K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$325.0K
3,116
-10%
建仓
PALC
PACER FDS TR
+$325.0K
8,449
减持
KOMP
SPDR SER TR
-$321.0K
4,587
-49%
建仓
GE
GENERAL ELECTRIC CO
+$316.0K
3,067
增持
IP
INTERNATIONAL PAPER CO
-$311.0K
65,195
+1%
清仓
—
GENERAL ELECTRIC CO
-$306.0K
0
-100%
建仓
OBDC
OWL ROCK CAPITAL CORPORATION
+$302.0K
21,410
清仓
QYLD
GLOBAL X FDS
-$301.0K
0
-100%
清仓
KR
KROGER CO
-$297.0K
0
-100%
增持
IWO
ISHARES TR
+$296.0K
4,218
+40%
减持
DIS
DISNEY WALT CO
-$292.0K
9,140
-13%
增持
IHI
ISHARES TR
+$283.0K
61,230
+521%
增持
MRK
MERCK & CO INC
+$283.0K
13,663
+43%
建仓
—
KIRKLAND LAKE GOLD LTD
+$279.0K
6,700
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$275.0K
13,890
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$273.0K
447
清仓
EVRG
EVERGY INC
-$270.0K
0
-100%
清仓
AVDE
AMERICAN CENTY ETF TR
-$270.0K
0
-100%
清仓
PINS
PINTEREST INC
-$266.0K
0
-100%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TR
-$264.0K
6,797
-28%
增持
SJM
SMUCKER J M CO
-$263.0K
27,941
+0%
建仓
CPNG
COUPANG INC
+$259.0K
9,310
清仓
IGLB
ISHARES TR
-$257.0K
0
-100%
清仓
—
ASTRAZENECA PLC
-$254.0K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$252.0K
0
-100%
清仓
URA
GLOBAL X FDS
-$245.0K
0
-100%
建仓
BAUG
INNOVATOR ETFS TR
+$243.0K
7,744
减持
MDYG
SPDR SER TR
-$236.0K
5,934
-33%
清仓
URTH
ISHARES INC
-$232.0K
0
-100%
增持
AOR
ISHARES TR
+$228.0K
49,137
+10%
减持
VUG
VANGUARD INDEX FDS
-$226.0K
18,572
-5%
清仓
HUM
HUMANA INC
-$225.0K
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$221.0K
0
-100%
清仓
FEZ
SPDR INDEX SHS FDS
-$220.0K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$217.0K
0
-100%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$214.0K
626
清仓
ALB
ALBEMARLE CORP
-$212.0K
0
-100%
建仓
—
ETF MANAGERS TR
+$210.0K
14,599
增持
VTV
VANGUARD INDEX FDS
-$208.0K
151,001
+1%
清仓
LQD
ISHARES TR
-$208.0K
0
-100%
清仓
VTRS
VIATRIS INC
-$207.0K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$206.0K
3,745
-39%
清仓
GM
GENERAL MTRS CO
-$206.0K
0
-100%
建仓
PENN
PENN NATL GAMING INC
+$206.0K
2,838
增持
SCZ
ISHARES TR
+$205.0K
11,051
+33%
清仓
JPST
J P MORGAN EXCHANGE-TRADED F
-$205.0K
0
-100%
减持
MO
ALTRIA GROUP INC
-$204.0K
93,292
-0%
建仓
—
STORE CAP CORP
+$204.0K
6,380
建仓
EVH
EVOLENT HEALTH INC
+$202.0K
6,500
清仓
ROST
ROSS STORES INC
-$201.0K
0
-100%
增持
MELI
MERCADOLIBRE INC
+$201.0K
321
+48%
增持
TECB
ISHARES TR
+$200.0K
15,423
+42%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$200.0K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
-$196.0K
5,915
-29%
