小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 33
增持 60
减持 46
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
-$24.2M
532,185
+36%
增持
BND
VANGUARD BD INDEX FDS
+$21.9M
281,138
+4945%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$18.5M
76,007
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。
-72%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$15.3M
601,090
增持
IVV
ISHARES TR
+$13.2M
109,753
+43%
减持
VTV
VANGUARD INDEX FDS
-$12.3M
76,385
-52%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$12.2M
56,871
-80%
增持
VGT
VANGUARD WORLD FDS
+$10.4M
30,136
+536%
增持
VB
VANGUARD INDEX FDS
+$9.0M
132,593
+56%
建仓
RLY
SSGA ACTIVE ETF TR
+$8.4M
273,299
减持
SCHV
SCHWAB STRATEGIC TR
-$8.0M
408,634
-20%
建仓
BNDW
VANGUARD SCOTTSDALE FDS
+$8.0M
107,600
减持
IEI
ISHARES TR
-$7.4M
27,634
-67%
减持
EMB
ISHARES TR
-$7.4M
15,581
-81%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$6.0M
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$5.8M
72,345
-49%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$5.8M
141,974
+585%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$5.7M
108,919
-37%
增持
VHT
VANGUARD WORLD FDS
+$5.5M
23,030
+1563%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$5.5M
13,916
-74%
增持
BOND
PIMCO ETF TR
+$5.3M
147,829
+65%
建仓
SCHP
SCHWAB STRATEGIC TR
+$5.1M
84,607
建仓
USRT
ISHARES TR
+$4.8M
74,432
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$4.8M
5,168
-90%
减持
ANGL
VANECK ETF TRUST
-$4.8M
41,134
-77%
建仓
VCR
VANGUARD WORLD FDS
+$4.2M
13,846
减持
VOE
VANGUARD INDEX FDS
-$4.2M
8,003
-78%
建仓
PRU
PRUDENTIAL FINL INC
+$4.2M
35,239
建仓
VOT
VANGUARD INDEX FDS
+$3.9M
17,492
增持
PAR
PAR TECHNOLOGY CORP
-$3.8M
314,187
+0%
建仓
VBK
VANGUARD INDEX FDS
+$3.8M
15,375
增持
SCHA
SCHWAB STRATEGIC TR
+$3.8M
569,444
+152%
清仓
IEF
ISHARES TR
-$3.8M
0
-100%
建仓
IHDG
WISDOMTREE TR
+$3.7M
87,149
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$3.7M
0
-100%
建仓
VIS
VANGUARD WORLD FDS
+$3.6M
18,566
建仓
JNK
SPDR SER TR
+$3.6M
35,113
减持
SCHF
SCHWAB STRATEGIC TR
-$3.5M
1,153,251
-2%
减持
TOTL
SSGA ACTIVE ETF TR
-$3.4M
65,808
-51%
减持
T
AT&T INC
-$3.3M
57,567
-69%
增持
MUB
ISHARES TR
+$3.2M
47,769
+174%
增持
CVX
CHEVRON CORP NEW
+$3.2M
61,100
+6%
建仓
VFH
VANGUARD WORLD FDS
+$3.0M
32,263
减持
XLK
SELECT SECTOR SPDR TR
-$3.0M
60,700
-17%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.0M
72,701
+952%
减持
IWP
ISHARES TR
-$3.0M
2,866
-90%
减持
PWR
QUANTA SVCS INC
+$2.9M
176,763
-0%
减持
IHI
ISHARES TR
-$2.9M
12,973
-77%
增持
FMB
FIRST TR EXCH TRADED FD III
+$2.8M
57,573
+1415%
减持
SLYV
SPDR SER TR
-$2.8M
39,600
-45%
增持
VTEB
VANGUARD MUN BD FDS
+$2.8M
123,519
+88%
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$2.6M
351,079
+38%
建仓
VOX
VANGUARD WORLD FDS
+$2.6M
21,314
减持
IYY
ISHARES TR
-$2.3M
5,844
-77%
减持
SCHE
SCHWAB STRATEGIC TR
-$2.2M
452,323
-9%
增持
IUSB
ISHARES TR
+$2.2M
314,100
+24%
减持
VO
VANGUARD INDEX FDS
-$2.1M
59,152
-7%
减持
MTUM
ISHARES TR
-$2.1M
2,983
-79%
减持
SLYG
SPDR SER TR
-$2.0M
18,602
-52%
增持
—
EXXON MOBIL CORP
+$2.0M
84,787
+4%
清仓
TLH
ISHARES TR
-$1.9M
0
-100%
增持
PFE
PFIZER INC
-$1.9M
312,650
+2%
减持
PG
PROCTER AND GAMBLE CO
-$1.8M
136,197
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$1.5M
13,384
+9%
增持
ABBV
ABBVIE INC
+$1.5M
50,602
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$1.5M
56,222
+12%
增持
CSCO
CISCO SYS INC
-$1.5M
301,563
+4%
减持
VBR
VANGUARD INDEX FDS
-$1.5M
3,023
-73%
减持
SCHH
SCHWAB STRATEGIC TR
-$1.4M
18,995
-47%
增持
MSFT
MICROSOFT CORP
-$1.4M
97,640
+4%
增持
PSX
PHILLIPS 66
+$1.4M
63,870
+12%
增持
HNDL
STRATEGY SHS
+$1.4M
93,003
+175%
增持
JPM
JPMORGAN CHASE & CO
-$1.3M
72,003
+2%
增持
XLI
SELECT SECTOR SPDR TR
+$1.3M
33,094
+68%
增持
IWD
ISHARES TR
+$1.3M
71,233
+14%
建仓
SHY
ISHARES TR
+$1.2M
14,961
建仓
VAW
VANGUARD WORLD FDS
+$1.2M
6,336
清仓
SPTL
SPDR SER TR
-$1.2M
0
-100%
增持
AGG
ISHARES TR
+$1.2M
291,856
+11%
建仓
VDC
VANGUARD WORLD FDS
+$1.2M
5,956
建仓
SHYD
VANECK ETF TRUST
+$1.2M
49,706
建仓
MLN
VANECK ETF TRUST
+$1.1M
57,303
建仓
AZO
AUTOZONE INC
+$1.1M
538
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$1.1M
290,469
+106%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.1M
110,589
-0%
减持
TIP
ISHARES TR
-$1.0M
59,634
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
13,101
+9%
增持
—
OAKTREE SPECIALTY LENDING CO
+$992.0K
147,170
+1083%
清仓
—
CERNER CORP
-$970.0K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$934.0K
2,865
-60%
增持
MO
ALTRIA GROUP INC
+$927.0K
109,049
+8%
减持
SCHD
SCHWAB STRATEGIC TR
-$922.0K
220,779
-3%
减持
XLC
SELECT SECTOR SPDR TR
-$896.0K
5,821
-65%
增持
D
DOMINION ENERGY INC
+$895.0K
58,885
+13%
清仓
BIL
SPDR SER TR
-$871.0K
0
-100%
建仓
NOW
SERVICENOW INC
+$831.0K
1,492
增持
AMGN
AMGEN INC
+$805.0K
20,804
+11%
清仓
PAPR
INNOVATOR ETFS TR
-$805.0K
0
-100%
增持
SO
SOUTHERN CO
+$804.0K
70,845
+12%
增持
AMZN
AMAZON COM INC
+$803.0K
1,802
+18%
建仓
IWV
ISHARES TR
+$802.0K
3,056
建仓
—
ISHARES TR
+$778.0K
32,026
增持
QCOM
QUALCOMM INC
-$768.0K
35,424
+5%
增持
DIVO
AMPLIFY ETF TR
+$768.0K
47,628
+79%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$751.0K
33,456
+62%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$743.0K
2,141
减持
XLV
SELECT SECTOR SPDR TR
-$707.0K
11,998
-28%
减持
SRLN
SSGA ACTIVE ETF TR
-$698.0K
185,422
-6%
建仓
XBJA
INNOVATOR ETFS TR
+$692.0K
28,671
增持
UPS
UNITED PARCEL SERVICE INC
+$687.0K
38,631
+9%
减持
VUG
VANGUARD INDEX FDS
-$677.0K
16,927
-2%
建仓
IBTG
ISHARES TR
+$657.0K
27,334
增持
GLD
SPDR GOLD TR
+$657.0K
26,560
+10%
增持
MA
MASTERCARD INCORPORATED
+$656.0K
4,549
+69%
清仓
—
ISHARES TR
-$653.0K
0
-100%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$640.0K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$626.0K
9,656
+223%
减持
XLP
SELECT SECTOR SPDR TR
-$624.0K
4,197
-66%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$623.0K
31,622
+164%
增持
HYG
ISHARES TR
+$610.0K
47,417
+25%
增持
VZ
VERIZON COMMUNICATIONS INC
+$609.0K
101,098
+16%
增持
INTC
INTEL CORP
+$608.0K
96,948
+19%
建仓
OXY
OCCIDENTAL PETE CORP
+$581.0K
10,242
增持
USB
US BANCORP DEL
+$580.0K
63,768
+28%
减持
ESGU
ISHARES TR
-$571.0K
21,367
-16%
增持
HD
HOME DEPOT INC
-$560.0K
6,232
+7%
建仓
—
PROSHARES TR
+$534.0K
37,930
增持
GOOG
ALPHABET INC
+$526.0K
593
+52%
增持
DVN
DEVON ENERGY CORP NEW
+$522.0K
18,648
+41%
建仓
VRP
INVESCO EXCH TRADED FD TR II
+$496.0K
20,303
建仓
BFEB
INNOVATOR ETFS TR
+$477.0K
14,729
增持
LFCR
LANDEC CORP
+$470.0K
518,536
+4%
清仓
XLU
SELECT SECTOR SPDR TR
-$466.0K
0
-100%
增持
SJM
SMUCKER J M CO
+$464.0K
33,931
+12%
减持
VNQ
VANGUARD INDEX FDS
-$461.0K
21,567
-11%
增持
IVW
ISHARES TR
-$447.0K
140,759
+5%
增持
BAC
BK OF AMERICA CORP
+$444.0K
41,587
+46%
减持
SPYV
SPDR SER TR
-$436.0K
43,970
-19%
建仓
SF
STIFEL FINL CORP
+$435.0K
6,409
建仓
BALT
INNOVATOR ETFS TR
+$433.0K
16,754
减持
XLF
SELECT SECTOR SPDR TR
-$433.0K
166,339
-5%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$432.0K
7,885
减持
EFG
ISHARES TR
-$429.0K
14,594
-12%
增持
FBND
FIDELITY MERRIMACK STR TR
+$420.0K
66,713
+22%
增持
KO
COCA COLA CO
+$413.0K
106,698
+2%
增持
PALC
PACER FDS TR
+$407.0K
24,668
+83%
减持
ROL
ROLLINS INC
-$400.0K
56,496
-19%
减持
SPEM
SPDR INDEX SHS FDS
-$399.0K
8,333
-52%
减持
IYW
ISHARES TR
-$395.0K
19,288
-7%
减持
VOO
VANGUARD INDEX FDS
-$386.0K
11,072
-3%
