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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 12
增持 41
减持 73
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
SCHD
SCHWAB STRATEGIC TR
-$17.8M
58,422
-81%
减持
VB
VANGUARD INDEX FDS
-$14.1M
66,587
-54%
减持
SCHV
SCHWAB STRATEGIC TR
-$11.2M
286,662
-36%
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。
减持
IVW
ISHARES TR
-$9.1M
5,385
-97%
减持
SCHG
SCHWAB STRATEGIC TR
-$7.7M
428,747
-21%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$6.2M
41,368
-66%
减持
SCHF
SCHWAB STRATEGIC TR
-$6.0M
1,117,732
-6%
减持
SRLN
SSGA ACTIVE ETF TR
-$5.4M
48,689
-72%
清仓
SCHP
SCHWAB STRATEGIC TR
-$5.1M
0
-100%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$4.7M
189,218
-56%
建仓
SWK
STANLEY BLACK & DECKER INC
+$4.0M
52,773
减持
GLD
SPDR GOLD TR
-$3.8M
2,339
-91%
减持
XLV
SELECT SECTOR SPDR TR
-$3.7M
11,132
-72%
减持
XLE
SELECT SECTOR SPDR TR
-$3.3M
33,856
-58%
减持
MSFT
MICROSOFT CORP
-$3.0M
96,532
-3%
减持
BOND
PIMCO ETF TR
-$2.9M
44,094
-39%
减持
IVV
ISHARES TR
-$2.6M
110,108
-1%
清仓
SHM
SPDR SER TR
-$2.6M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$2.5M
135,208
-1%
减持
PAR
PAR TECHNOLOGY CORP
-$2.5M
313,358
-0%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$2.4M
289,394
-0%
建仓
PSEP
INNOVATOR ETFS TR
+$2.3M
81,268
增持
DVY
ISHARES TR
+$2.2M
23,257
+933%
清仓
SPDW
SPDR INDEX SHS FDS
-$2.1M
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$2.1M
41,044
+386%
减持
PFE
PFIZER INC
-$2.1M
234,079
-1%
建仓
ZWS
ZURN ELKAY WATER SOLNS CORP
+$2.0M
83,630
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.0M
994,748
+12%
减持
AGG
ISHARES TR
-$2.0M
198,587
-4%
减持
XLF
SELECT SECTOR SPDR TR
-$1.7M
114,285
-31%
建仓
XLU
SELECT SECTOR SPDR TR
+$1.7M
25,741
减持
MCD
MCDONALDS CORP
-$1.6M
5,305
-54%
减持
BSV
VANGUARD BD INDEX FDS
-$1.4M
15,548
-54%
减持
IQLT
ISHARES TR
-$1.3M
85,766
-28%
建仓
HYS
PIMCO ETF TR
+$1.3M
14,694
减持
JNJ
JOHNSON & JOHNSON
-$1.3M
46,868
-7%
增持
SCHE
SCHWAB STRATEGIC TR
-$1.2M
467,330
+2%
减持
TIP
ISHARES TR
-$1.2M
52,172
-11%
增持
IBTK
ISHARES TR
+$1.2M
81,776
+289%
减持
BND
VANGUARD BD INDEX FDS
-$1.1M
224,729
-2%
增持
SBUX
STARBUCKS CORP
+$1.1M
67,078
+13%
减持
JPM
JPMORGAN CHASE & CO
-$1.1M
67,573
-7%
减持
TOTL
SSGA ACTIVE ETF TR
-$1.0M
45,183
-33%
增持
ABBV
ABBVIE INC
-$953.0K
53,286
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$867.0K
105,622
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$861.0K
10,293
-22%
增持
VZ
VERIZON COMMUNICATIONS INC
-$836.0K
123,958
+13%
清仓
RISR
TIDAL ETF TR
-$816.0K
0
-100%
减持
KO
COCA COLA CO
-$799.0K
105,144
-1%
减持
IWD
ISHARES TR
-$799.0K
80,852
-1%
清仓
IJS
ISHARES TR
-$778.0K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$772.0K
13,878
-17%
减持
VGT
VANGUARD WORLD FDS
-$772.0K
29,709
-2%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$762.0K
0
-100%
减持
VTIP
VANGUARD MALVERN FDS
-$755.0K
254,798
-2%
增持
HYBB
ISHARES TR
+$745.0K
37,891
+89%
增持
RLY
SSGA ACTIVE ETF TR
-$724.0K
404,655
+1%
增持
SJM
SMUCKER J M CO
+$722.0K
40,325
+7%
减持
USRT
ISHARES TR
-$685.0K
76,156
-5%
清仓
IUS
INVESCO EXCH TRD SLF IDX FD
-$677.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$668.0K
66,271
+17%
减持
VOO
VANGUARD INDEX FDS
-$664.0K
8,418
-15%
增持
BNY
BANK NEW YORK MELLON CORP
+$648.0K
121,019
+26%
减持
IP
INTERNATIONAL PAPER CO
-$647.0K
59,820
-2%
减持
DGRO
ISHARES TR
-$635.0K
88,472
-8%
减持
MRK
MERCK & CO INC
-$632.0K
12,511
-33%
清仓
TFC
TRUIST FINL CORP
-$627.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$604.0K
2,904
-57%
减持
PLNT
PLANET FITNESS INC
-$582.0K
5,375
-59%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$567.0K
63,743
+63%
减持
VAW
VANGUARD WORLD FDS
-$566.0K
6,415
-32%
增持
PRU
PRUDENTIAL FINL INC
+$553.0K
53,518
+27%
减持
NVDA
NVIDIA CORPORATION
-$539.0K
6,821
-24%
减持
—
PROSHARES TR
-$531.0K
25,404
-57%
增持
DLR
DIGITAL RLTY TR INC
-$527.0K
40,480
+16%
建仓
GNR
SPDR INDEX SHS FDS
+$525.0K
10,612
清仓
IYY
ISHARES TR
-$524.0K
0
-100%
减持
IEI
ISHARES TR
-$517.0K
15,363
-19%
增持
CSPI
CSP INC
-$513.0K
274,971
+0%
清仓
CWEN
CLEARWAY ENERGY INC
-$512.0K
0
-100%
清仓
FLO
FLOWERS FOODS INC
-$512.0K
0
-100%
清仓
SNA
SNAP ON INC
-$506.0K
0
-100%
增持
LFCR
LANDEC CORP
-$502.0K
524,489
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$502.0K
44,026
+6%
增持
FLOT
ISHARES TR
+$498.0K
187,127
+5%
增持
IBDU
ISHARES TR
+$498.0K
40,252
+143%
减持
IAU
ISHARES GOLD TR
-$491.0K
31,516
-27%
减持
F
FORD MTR CO DEL
-$477.0K
33,116
-57%
清仓
—
AMCOR PLC
-$474.0K
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$471.0K
87,815
+26%
清仓
NXDT
NEXPOINT DIVERSIFIED REL ET
-$467.0K
0
-100%
增持
AVGO
BROADCOM INC
-$461.0K
11,929
+1%
清仓
BKR
BAKER HUGHES COMPANY
-$456.0K
0
-100%
增持
MO
ALTRIA GROUP INC
+$448.0K
135,241
+13%
建仓
GSST
GOLDMAN SACHS ETF TR
+$445.0K
8,952
增持
D
DOMINION ENERGY INC
-$445.0K
68,046
+5%
增持
LMT
LOCKHEED MARTIN CORP
-$444.0K
14,829
+3%
减持
T
AT&T INC
-$437.0K
49,445
-13%
减持
IUSB
ISHARES TR
-$428.0K
130,138
-2%
增持
ULBI
ULTRALIFE CORP
+$424.0K
1,006,030
+4%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$416.0K
18,236
-19%
增持
AMZN
AMAZON COM INC
+$408.0K
57,654
+0%
减持
CVX
CHEVRON CORP NEW
-$401.0K
61,940
-4%
清仓
ADI
ANALOG DEVICES INC
-$393.0K
0
-100%
减持
SLYV
SPDR SER TR
-$383.0K
39,684
-6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$377.0K
84,280
+2%
增持
VO
VANGUARD INDEX FDS
-$376.0K
56,378
+1%
清仓
YUM
YUM BRANDS INC
-$367.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$364.0K
6,036
-39%
清仓
TQQQ
PROSHARES TR
-$364.0K
0
-100%
减持
SDY
SPDR SER TR
-$364.0K
25,427
-6%
增持
VTV
VANGUARD INDEX FDS
-$362.0K
74,931
+3%
清仓
FMF
FIRST TR EXCHANGE-TRADED FD
-$359.0K
0
-100%
减持
USMV
ISHARES TR
-$358.0K
66,965
-2%
减持
NEE
NEXTERA ENERGY INC
-$354.0K
5,892
-44%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$352.0K
75,311
-2%
增持
BAUG
INNOVATOR ETFS TR
+$351.0K
20,509
+165%
减持
EFA
ISHARES TR
-$345.0K
25,067
-10%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$341.0K
85,501
-6%
减持
NEM
NEWMONT CORP
-$329.0K
16,217
-4%
减持
VNQ
VANGUARD INDEX FDS
-$328.0K
18,164
-7%
清仓
IXUS
ISHARES TR
-$325.0K
0
-100%
增持
—
CYXTERA TECHNOLOGIES INC
-$321.0K
45,700
+2%
减持
OLN
OLIN CORP
-$319.0K
5,425
-54%
增持
SMMU
PIMCO ETF TR
+$319.0K
88,476
+10%
减持
XLI
SELECT SECTOR SPDR TR
-$318.0K
5,060
-40%
清仓
BIV
VANGUARD BD INDEX FDS
-$316.0K
0
-100%
增持
CVS
CVS HEALTH CORP
+$311.0K
44,432
+5%
增持
INTC
INTEL CORP
-$310.0K
149,850
+34%
建仓
—
SPDR SER TR
+$310.0K
4,099
减持
FBND
FIDELITY MERRIMACK STR TR
-$306.0K
31,418
-14%
建仓
QTJL
INNOVATOR ETFS TR
+$301.0K
15,593
建仓
BMAR
INNOVATOR ETFS TR
+$300.0K
9,931
减持
V
VISA INC
-$300.0K
3,482
-25%
减持
QQQ
INVESCO QQQ TR
-$295.0K
7,533
-9%
减持
MA
MASTERCARD INCORPORATED
-$289.0K
3,808
-12%
建仓
PAUG
INNOVATOR ETFS TR
+$287.0K
10,659
减持
SLVP
ISHARES INC
-$287.0K
96,981
-17%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$284.0K
0
-100%
建仓
PJUL
INNOVATOR ETFS TR
+$281.0K
9,835
增持
PALC
PACER FDS TR
+$275.0K
64,898
+25%
清仓
WPC
WP CAREY INC
-$273.0K
0
-100%
增持
MEAR
ISHARES U S ETF TR
+$273.0K
60,004
+10%
减持
AAPL
APPLE INC
+$272.0K
210,454
-0%
增持
VPU
VANGUARD WORLD FDS
+$271.0K
4,498
+85%
减持
WMT
WALMART INC
+$263.0K
53,986
-3%
增持
—
EXXON MOBIL CORP
+$258.0K
90,105
+1%
清仓
EQRR
PROSHARES TR
-$256.0K
0
-100%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$253.0K
25,798
-13%
减持
IMCG
ISHARES TR
-$250.0K
24,030
-15%
