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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 49
增持 80
减持 16
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
AAPL
APPLE INC
+$33.3M
187,606
增持
SCHG
SCHWAB STRATEGIC TR
+$15.4M
391,001
+19%
增持
SCHV
SCHWAB STRATEGIC TR
+$11.7M
508,232
+34%
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
SCHF
SCHWAB STRATEGIC TR
+$9.8M
1,180,153
+27%
增持
IVV
ISHARES TR
+$7.5M
76,645
+13%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$6.0M
112,233
建仓
VOE
VANGUARD INDEX FDS
+$5.4M
35,881
建仓
AMZN
AMAZON COM INC
+$5.1M
1,521
增持
PFE
PFIZER INC
+$4.9M
305,629
+0%
减持
MSFT
MICROSOFT CORP
+$4.7M
93,738
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$4.4M
72,806
+32%
建仓
AMGN
AMGEN INC
+$4.2M
18,783
建仓
BNY
BANK NEW YORK MELLON CORP
+$4.2M
72,392
增持
SLYV
SPDR SER TR
+$3.9M
72,347
+170%
建仓
IEF
ISHARES TR
+$3.8M
32,885
增持
PG
PROCTER AND GAMBLE CO
+$3.7M
137,995
+2%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.6M
12,051
增持
SCHE
SCHWAB STRATEGIC TR
+$3.5M
498,534
+35%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$3.3M
270,267
+17%
建仓
IWP
ISHARES TR
+$3.3M
28,488
增持
VTV
VANGUARD INDEX FDS
+$3.1M
160,233
+6%
增持
CSCO
CISCO SYS INC
+$3.0M
289,021
+3%
减持
PAR
PAR TECHNOLOGY CORP
-$2.9M
312,932
-1%
增持
BOND
PIMCO ETF TR
+$2.8M
89,331
+43%
增持
TOTL
SSGA ACTIVE ETF TR
+$2.7M
134,254
+78%
增持
XLF
SELECT SECTOR SPDR TR
+$2.5M
174,326
+50%
建仓
IYW
ISHARES TR
+$2.4M
20,746
增持
SLYG
SPDR SER TR
+$2.4M
38,494
+179%
建仓
XLV
SELECT SECTOR SPDR TR
+$2.4M
16,684
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.3M
110,595
+2%
增持
QCOM
QUALCOMM INC
+$1.9M
33,798
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.9M
226,888
+2%
建仓
TLH
ISHARES TR
+$1.9M
12,562
增持
IWF
ISHARES TR
+$1.8M
47,316
+2%
增持
AVGO
BROADCOM INC
+$1.8M
9,417
+2%
增持
XLI
SELECT SECTOR SPDR TR
+$1.8M
19,673
+480%
增持
VB
VANGUARD INDEX FDS
+$1.7M
84,880
+6%
增持
TIP
ISHARES TR
+$1.6M
65,510
+22%
增持
ABBV
ABBVIE INC
+$1.5M
49,286
+3%
增持
SCHH
SCHWAB STRATEGIC TR
+$1.5M
36,159
+292%
增持
VNQ
VANGUARD INDEX FDS
+$1.5M
24,122
+87%
建仓
XLY
SELECT SECTOR SPDR TR
+$1.5M
7,163
建仓
BA
BOEING CO
+$1.4M
6,883
增持
CVX
CHEVRON CORP NEW
+$1.3M
57,622
+8%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.3M
226,214
+4%
建仓
XLC
SELECT SECTOR SPDR TR
+$1.3M
16,678
减持
IVW
ISHARES TR
+$1.3M
133,841
-0%
建仓
BAC
BK OF AMERICA CORP
+$1.3M
28,535
增持
UPS
UNITED PARCEL SERVICE INC
+$1.3M
35,450
+2%
增持
IQLT
ISHARES TR
+$1.2M
174,832
+17%
建仓
SPTL
SPDR SER TR
+$1.2M
28,650
增持
XLE
SELECT SECTOR SPDR TR
+$1.2M
50,192
+62%
增持
VO
VANGUARD INDEX FDS
+$1.2M
63,565
+0%
建仓
AEM
AGNICO EAGLE MINES LTD
+$1.1M
21,464
增持
IWD
ISHARES TR
+$1.1M
62,720
+4%
增持
KO
COCA COLA CO
+$1.1M
104,749
+7%
减持
IUSB
ISHARES TR
-$1.1M
253,543
-7%
建仓
DIVO
AMPLIFY ETF TR
+$1.0M
26,598
建仓
IYF
ISHARES TR
+$1.0M
11,580
增持
DLR
DIGITAL RLTY TR INC
+$996.0K
25,781
+4%
增持
MOAT
VANECK ETF TRUST
+$987.0K
156,667
+5%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$960.0K
284,524
+8%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$947.0K
141,102
-0%
建仓
XLP
SELECT SECTOR SPDR TR
+$943.0K
12,229
增持
ULBI
ULTRALIFE CORP
-$909.0K
901,535
+1%
增持
NVDA
NVIDIA CORPORATION
+$883.0K
8,796
+7%
建仓
HNDL
STRATEGY SHS
+$878.0K
33,778
减持
LFCR
LANDEC CORP
+$855.0K
498,670
-2%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$830.0K
94,693
+8%
清仓
—
CYRUSONE INC
-$820.0K
0
-100%
清仓
EMXC
ISHARES INC
-$818.0K
0
-100%
增持
SJM
SMUCKER J M CO
+$777.0K
30,414
+9%
增持
CVS
CVS HEALTH CORP
+$776.0K
38,618
+2%
建仓
AEE
AMEREN CORP
+$734.0K
8,245
增持
TSLA
TESLA INC
+$724.0K
1,740
+21%
增持
BSV
VANGUARD BD INDEX FDS
+$717.0K
141,128
+8%
建仓
BNOV
INNOVATOR ETFS TR
+$703.0K
21,347
减持
IP
INTERNATIONAL PAPER CO
-$690.0K
62,922
-3%
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$688.0K
253,928
+26%
减持
SPEM
SPDR INDEX SHS FDS
-$685.0K
17,367
-47%
增持
SO
SOUTHERN CO
+$677.0K
63,187
+7%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$659.0K
53,647
+10%
建仓
CI
CIGNA CORP NEW
+$634.0K
2,762
增持
LMT
LOCKHEED MARTIN CORP
+$606.0K
12,271
+13%
建仓
IYH
ISHARES TR
+$594.0K
1,976
增持
VOO
VANGUARD INDEX FDS
+$583.0K
11,414
+2%
建仓
BLOK
AMPLIFY ETF TR
+$582.0K
14,479
增持
JNJ
JOHNSON & JOHNSON
+$577.0K
48,833
+1%
增持
HD
HOME DEPOT INC
+$560.0K
5,843
+3%
增持
SRLN
SSGA ACTIVE ETF TR
+$556.0K
197,995
+7%
建仓
AMAT
APPLIED MATLS INC
+$554.0K
3,518
增持
QQQ
INVESCO QQQ TR
+$545.0K
10,394
+4%
减持
SHEN
SHENANDOAH TELECOMMUNICATION
-$544.0K
34,795
-23%
建仓
SCHO
SCHWAB STRATEGIC TR
+$537.0K
10,566
增持
AGG
ISHARES TR
+$534.0K
263,701
+2%
增持
XLB
SELECT SECTOR SPDR TR
+$531.0K
9,278
+137%
增持
DGRO
ISHARES TR
+$529.0K
87,154
+1%
增持
MO
ALTRIA GROUP INC
+$524.0K
100,666
+8%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$522.0K
20,616
+57%
增持
SBUX
STARBUCKS CORP
+$520.0K
38,979
+6%
增持
MCD
MCDONALDS CORP
+$516.0K
15,929
+2%
增持
BIL
SPDR SER TR
+$507.0K
9,526
+140%
增持
ANGL
VANECK ETF TRUST
+$490.0K
182,311
+9%
建仓
ABT
ABBOTT LABS
+$485.0K
3,444
建仓
POCT
INNOVATOR ETFS TR
+$480.0K
15,750
增持
D
DOMINION ENERGY INC
+$477.0K
52,295
+5%
减持
SPMB
SPDR SER TR
-$473.0K
81,706
-18%
建仓
XLU
SELECT SECTOR SPDR TR
+$466.0K
6,506
减持
IEFA
ISHARES TR
-$464.0K
15,170
-29%
清仓
USCI
UNITED STS COMMODITY INDEX F
-$460.0K
0
-100%
建仓
GM
GENERAL MTRS CO
+$439.0K
7,485
增持
WMT
WALMART INC
+$434.0K
55,908
+2%
增持
EMB
ISHARES TR
+$434.0K
81,964
+6%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$430.0K
2,986
增持
MDYV
SPDR SER TR
+$426.0K
14,887
+56%
清仓
ORI
OLD REP INTL CORP
-$419.0K
0
-100%
减持
USMV
ISHARES TR
+$408.0K
70,662
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$404.0K
174,258
+4%
建仓
BOCT
INNOVATOR ETFS TR
+$393.0K
11,360
建仓
VTIP
VANGUARD MALVERN FDS
+$392.0K
7,617
减持
IEMG
ISHARES INC
-$383.0K
5,249
-54%
建仓
MINO
PIMCO ETF TR
+$381.0K
7,615
减持
IWB
ISHARES TR
+$377.0K
17,028
-0%
增持
INTC
INTEL CORP
+$373.0K
81,491
+14%
增持
BBHY
J P MORGAN EXCHANGE-TRADED F
+$361.0K
121,539
+7%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$348.0K
13,449
减持
PYPL
PAYPAL HLDGS INC
-$342.0K
2,877
-15%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$342.0K
6,911
建仓
MKC
MCCORMICK & CO INC
+$338.0K
3,500
增持
PSX
PHILLIPS 66
+$337.0K
57,085
+5%
增持
HON
HONEYWELL INTL INC
+$329.0K
9,822
+21%
增持
UNH
UNITEDHEALTH GROUP INC
+$324.0K
1,634
+29%
建仓
—
XILINX INC
+$312.0K
1,470
建仓
COIN
COINBASE GLOBAL INC
+$309.0K
1,223
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$302.0K
20,719
+38%
增持
COP
CONOCOPHILLIPS
+$301.0K
7,462
+113%
建仓
SCHB
SCHWAB STRATEGIC TR
+$295.0K
2,610
建仓
MRNA
MODERNA INC
+$288.0K
1,133
增持
HYG
ISHARES TR
+$288.0K
37,833
+10%
增持
JPM
JPMORGAN CHASE & CO
-$287.0K
70,425
+1%
清仓
OIH
VANECK ETF TRUST
-$286.0K
0
-100%
建仓
C
CITIGROUP INC
+$283.0K
4,688
增持
VGT
VANGUARD WORLD FDS
+$281.0K
4,739
+1%
建仓
SMMU
PIMCO ETF TR
+$278.0K
5,430
建仓
AVDE
AMERICAN CENTY ETF TR
+$276.0K
4,348
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$276.0K
11,977
减持
XMLV
INVESCO EXCH TRADED FD TR II
+$274.0K
50,658
-1%
增持
IEI
ISHARES TR
+$274.0K
83,941
+4%
增持
MUB
ISHARES TR
+$273.0K
17,444
+15%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$272.0K
12,479
