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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 24
增持 52
减持 59
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VTIP
VANGUARD MALVERN FDS
+$12.5M
259,636
+2458%
减持
AGG
ISHARES TR
-$10.1M
207,827
-29%
减持
IUSB
ISHARES TR
-$9.4M
132,826
-58%
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。
建仓
FLOT
ISHARES TR
+$8.9M
178,464
增持
SCHG
SCHWAB STRATEGIC TR
-$8.2M
544,885
+2%
减持
BOND
PIMCO ETF TR
-$8.2M
71,703
-51%
增持
IVV
ISHARES TR
-$7.7M
111,102
+1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$6.3M
884,365
+47%
减持
BND
VANGUARD BD INDEX FDS
-$5.2M
228,275
-19%
增持
SCHF
SCHWAB STRATEGIC TR
-$5.0M
1,189,001
+3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$4.7M
22,448
-70%
增持
MSFT
MICROSOFT CORP
-$4.6M
99,194
+2%
增持
AAPL
APPLE INC
-$4.4M
210,748
+11%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.3M
302,666
+37%
建仓
PMAY
INNOVATOR ETFS TR
+$4.0M
147,546
建仓
SMMU
PIMCO ETF TR
+$4.0M
80,673
减持
PFE
PFIZER INC
-$3.8M
235,952
-25%
增持
SCHA
SCHWAB STRATEGIC TR
-$3.8M
595,264
+5%
增持
CSCO
CISCO SYS INC
-$3.5M
312,101
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$3.4M
59,314
-52%
增持
XLV
SELECT SECTOR SPDR TR
+$3.4M
39,258
+227%
减持
IQLT
ISHARES TR
-$3.1M
119,655
-36%
减持
VO
VANGUARD INDEX FDS
-$3.1M
55,714
-6%
减持
BSV
VANGUARD BD INDEX FDS
-$3.1M
33,643
-53%
增持
RLY
SSGA ACTIVE ETF TR
+$2.8M
401,053
+47%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.8M
105,548
-5%
建仓
MEAR
ISHARES U S ETF TR
+$2.7M
54,420
增持
VB
VANGUARD INDEX FDS
-$2.7M
144,797
+9%
减持
XLI
SELECT SECTOR SPDR TR
-$2.7M
8,439
-74%
增持
VGT
VANGUARD WORLD FDS
-$2.6M
30,329
+1%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$2.6M
76,909
-29%
增持
IWF
ISHARES TR
-$2.5M
55,310
+5%
减持
MUB
ISHARES TR
-$2.5M
26,113
-45%
减持
XLK
SELECT SECTOR SPDR TR
-$2.4M
56,674
-7%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$2.3M
90,918
-29%
减持
FMB
FIRST TR EXCH TRADED FD III
-$2.3M
15,060
-74%
减持
PWR
QUANTA SVCS INC
-$2.1M
168,875
-4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.0M
73,301
+119%
减持
MOAT
VANECK ETF TRUST
-$2.0M
158,868
-2%
减持
VTV
VANGUARD INDEX FDS
-$1.7M
72,900
-5%
增持
JPM
JPMORGAN CHASE & CO
-$1.7M
72,442
+1%
减持
FBND
FIDELITY MERRIMACK STR TR
-$1.6M
36,580
-45%
减持
MCD
MCDONALDS CORP
-$1.6M
11,491
-36%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.6M
429,613
+22%
清仓
XSOE
WISDOMTREE TR
-$1.5M
0
-100%
减持
ESGU
ISHARES TR
-$1.5M
8,075
-62%
减持
QQQ
INVESCO QQQ TR
-$1.5M
8,235
-21%
建仓
IMCG
ISHARES TR
+$1.5M
28,125
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$1.4M
29,622
-48%
增持
XLE
SELECT SECTOR SPDR TR
+$1.4M
80,099
+42%
减持
HNDL
STRATEGY SHS
-$1.4M
40,149
-57%
增持
WMT
WALMART INC
-$1.4M
55,425
+1%
增持
IVW
ISHARES TR
-$1.4M
155,605
+11%
清仓
SHY
ISHARES TR
-$1.2M
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
-$1.2M
447,384
+9%
增持
PG
PROCTER AND GAMBLE CO
-$1.2M
136,340
+0%
建仓
ISCG
ISHARES TR
+$1.2M
33,710
建仓
DXJ
WISDOMTREE TR
+$1.2M
18,942
减持
VOO
VANGUARD INDEX FDS
-$1.2M
9,882
-11%
减持
XLF
SELECT SECTOR SPDR TR
-$1.2M
165,645
-0%
清仓
SHYD
VANECK ETF TRUST
-$1.2M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$1.1M
16,783
-1%
清仓
MLN
VANECK ETF TRUST
-$1.1M
0
-100%
减持
IEI
ISHARES TR
-$1.1M
19,048
-31%
增持
NVDA
NVIDIA CORPORATION
-$1.0M
9,014
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.0M
13,219
+1%
减持
SRLN
SSGA ACTIVE ETF TR
-$979.0K
176,709
-5%
增持
VCR
VANGUARD WORLD FDS
-$956.0K
14,377
+4%
增持
SCHE
SCHWAB STRATEGIC TR
-$906.0K
459,231
+2%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$903.0K
145,000
+2%
减持
PAR
PAR TECHNOLOGY CORP
-$903.0K
313,987
-0%
建仓
HYBB
ISHARES TR
+$886.0K
20,024
减持
MDYV
SPDR SER TR
-$881.0K
9,313
-55%
建仓
FV
FIRST TR EXCHANGE-TRADED FD
+$854.0K
20,619
减持
SPDW
SPDR INDEX SHS FDS
-$846.0K
74,219
-15%
减持
LFCR
LANDEC CORP
-$840.0K
518,061
-0%
增持
PALC
PACER FDS TR
+$822.0K
51,823
+110%
建仓
RISR
TIDAL ETF TR
+$816.0K
25,149
减持
TIP
ISHARES TR
-$780.0K
58,374
-2%
清仓
—
ISHARES TR
-$778.0K
0
-100%
增持
VOT
VANGUARD INDEX FDS
-$768.0K
17,843
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$763.0K
121,533
+12%
增持
ULBI
ULTRALIFE CORP
-$732.0K
970,330
+1%
减持
IWB
ISHARES TR
-$723.0K
16,886
-0%
减持
EMR
EMERSON ELEC CO
-$718.0K
37,900
-0%
减持
EMB
ISHARES TR
-$714.0K
9,477
-39%
清仓
XT
ISHARES TR
-$699.0K
0
-100%
增持
VBK
VANGUARD INDEX FDS
-$691.0K
15,856
+3%
增持
MO
ALTRIA GROUP INC
-$685.0K
120,020
+10%
增持
UPS
UNITED PARCEL SERVICE INC
-$671.0K
41,709
+8%
增持
CVX
CHEVRON CORP NEW
-$649.0K
64,234
+5%
减持
GLD
SPDR GOLD TR
-$647.0K
24,642
-7%
减持
—
SOCIAL CAPITAL HEDOSOPHA HLD
-$636.0K
17,252
-78%
增持
INTC
INTEL CORP
-$633.0K
111,516
+15%
建仓
TFC
TRUIST FINL CORP
+$627.0K
13,220
增持
TSLA
TESLA INC
-$626.0K
2,060
+10%
减持
HYG
ISHARES TR
-$620.0K
44,593
-6%
减持
USMV
ISHARES TR
-$616.0K
68,143
-2%
增持
VFVA
VANGUARD WELLINGTON FD
+$615.0K
15,768
+104%
清仓
MNA
INDEXIQ ETF TR
-$614.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$606.0K
88,847
+5%
减持
DIS
DISNEY WALT CO
-$591.0K
9,883
-11%
增持
AVGO
BROADCOM INC
-$591.0K
11,851
+18%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$584.0K
11,048
-21%
清仓
TECB
ISHARES TR
-$583.0K
0
-100%
减持
ANGL
VANECK ETF TRUST
-$574.0K
25,030
-39%
建仓
BIL
SPDR SER TR
+$559.0K
6,109
增持
DIVO
AMPLIFY ETF TR
+$556.0K
69,756
+46%
减持
BA
BOEING CO
-$553.0K
8,879
-4%
减持
VNQ
VANGUARD INDEX FDS
-$553.0K
19,580
-9%
清仓
NFLX
NETFLIX INC
-$552.0K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$547.0K
0
-100%
减持
MDYG
SPDR SER TR
-$538.0K
5,098
-55%
清仓
EWU
ISHARES TR
-$534.0K
0
-100%
减持
IHDG
WISDOMTREE TR
-$529.0K
85,854
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$522.0K
6,724
+105%
建仓
CWEN
CLEARWAY ENERGY INC
+$512.0K
14,710
建仓
FLO
FLOWERS FOODS INC
+$512.0K
19,442
增持
USRT
ISHARES TR
-$510.0K
80,563
+8%
建仓
SNA
SNAP ON INC
+$506.0K
2,567
增持
DGRO
ISHARES TR
-$499.0K
95,905
+1%
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$496.0K
0
-100%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$484.0K
0
-100%
减持
EFG
ISHARES TR
-$467.0K
11,648
-20%
清仓
VXF
VANGUARD INDEX FDS
-$464.0K
0
-100%
增持
AMGN
AMGEN INC
+$463.0K
22,583
+9%
建仓
BKR
BAKER HUGHES COMPANY
+$456.0K
15,794
增持
VOX
VANGUARD WORLD FDS
-$446.0K
22,469
+5%
减持
HON
HONEYWELL INTL INC
-$445.0K
8,685
-14%
减持
—
ISHARES TR
-$443.0K
15,710
-53%
建仓
IBTK
ISHARES TR
+$437.0K
21,000
增持
—
PROSHARES TR
+$436.0K
58,807
+55%
建仓
FCTR
FIRST TR EXCHANGE-TRADED FD
+$427.0K
15,702
建仓
NAPR
INNOVATOR ETFS TR
+$420.0K
12,321
清仓
ISRG
INTUITIVE SURGICAL INC
-$415.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$398.0K
5,577
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$395.0K
8,638
-11%
建仓
ADI
ANALOG DEVICES INC
+$393.0K
2,688
增持
VZ
VERIZON COMMUNICATIONS INC
+$393.0K
109,216
+8%
减持
SDY
SPDR SER TR
-$391.0K
26,957
-4%
增持
META
META PLATFORMS INC
-$389.0K
9,996
+11%
建仓
PJUN
INNOVATOR ETFS TR
+$388.0K
13,333
减持
MINT
PIMCO ETF TR
-$381.0K
21,635
-14%
增持
IUS
INVESCO EXCH TRD SLF IDX FD
+$381.0K
19,123
+162%
减持
AEM
AGNICO EAGLE MINES LTD
-$380.0K
23,624
-1%
建仓
NIO
NIO INC
+$379.0K
17,450
建仓
IBDU
ISHARES TR
+$379.0K
16,598
减持
IAU
ISHARES GOLD TR
-$378.0K
43,284
-14%
减持
WFC
WELLS FARGO CO NEW
-$373.0K
9,765
-37%
建仓
YUM
YUM BRANDS INC
+$367.0K
3,234
