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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 31增持 70减持 43清仓 6

方向

标的

Δ市值

现股数(环比)

增持

IGSB ISHARES TR

+$9.0M

183,771 +3327%

减持

SHY ISHARES TR

-$8.8M

131,181 -46%

增持

AGG ISHARES TR

+$8.4M

254,780 +46%

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

AAPL APPLE INC

+$7.9M

214,597 +1%

增持

VEA VANGUARD TAX-MANAGED FDS

+$7.3M

333,637 +81%

减持

SBUX STARBUCKS CORP

-$6.3M

6,952 -90%

减持

FLOT ISHARES TR

-$5.7M

45,143 -72%

增持

SCHF SCHWAB STRATEGIC TR

+$5.1M

1,179,444 +6%

增持

SCHP SCHWAB STRATEGIC TR

+$4.9M

103,063 +731%

增持

MSFT MICROSOFT CORP

+$4.8M

96,889 +0%

减持

DLR DIGITAL RLTY TR INC

-$4.1M

3,174 -93%

减持

PWR QUANTA SVCS INC

+$3.8M

162,601 -1%

减持

LMT LOCKHEED MARTIN CORP

-$3.7M

7,898 -49%

建仓

SPDW SPDR INDEX SHS FDS

+$3.3M

102,009

减持

UCON FIRST TR EXCHNG TRADED FD VI

-$3.2M

891,164 -13%

减持

PFE PFIZER INC

-$3.2M

209,932 -9%

减持

VGT VANGUARD WORLD FDS

-$3.1M

13,906 -47%

增持

VAW VANGUARD WORLD FDS

+$3.1M

20,312 +534%

增持

KMI KINDER MORGAN INC DEL

+$2.9M

255,785 +201%

增持

GSK GSK PLC

+$2.8M

86,340 +1003%

减持

NSSC NAPCO SEC TECHNOLOGIES INC

+$2.7M

279,229 -1%

建仓

MMM 3M CO

+$2.6M

24,498

减持

PAR PAR TECHNOLOGY CORP

+$2.4M

306,378 -1%

增持

VTEB VANGUARD MUN BD FDS

+$2.3M

93,306 +88%

增持

INTC INTEL CORP

+$2.3M

206,428 +22%

增持

VCR VANGUARD WORLD FDS

+$2.1M

19,938 +50%

减持

IVV ISHARES TR

-$2.0M

95,253 -11%

增持

BND VANGUARD BD INDEX FDS

+$1.9M

201,365 +12%

建仓

SDOG ALPS ETF TR

+$1.8M

35,254

减持

IWF ISHARES TR

+$1.7M

57,911 -0%

建仓

GLDM WORLD GOLD TR

+$1.7M

43,846

增持

FTCS FIRST TR EXCHANGE-TRADED FD

+$1.7M

31,821 +290%

增持

CSCO CISCO SYS INC

+$1.7M

335,061 +1%

减持

VOE VANGUARD INDEX FDS

-$1.7M

76,461 -13%

增持

IEFA ISHARES TR

+$1.6M

49,076 +79%

建仓

CALF PACER FDS TR

+$1.6M

41,679

减持

XLF SELECT SECTOR SPDR TR

-$1.5M

227,678 -12%

建仓

OCSL OAKTREE SPECIALTY LENDING CO

+$1.5M

77,676

增持

VOO VANGUARD INDEX FDS

+$1.5M

9,968 +53%

增持

VUG VANGUARD INDEX FDS

+$1.4M

21,968 +15%

增持

DFAT DIMENSIONAL ETF TRUST

+$1.4M

248,945 +13%

减持

MOAT VANECK ETF TRUST

+$1.4M

164,119 -1%

增持

COST COSTCO WHSL CORP NEW

+$1.4M

3,517 +318%

减持

LFCR LIFECORE BIOMEDICAL INC

-$1.4M

500,269 -0%

建仓

FEMS FIRST TR EXCH TRD ALPHDX FD

+$1.3M

35,898

增持

DIVO AMPLIFY ETF TR

+$1.3M

145,221 +36%

增持

QCOM QUALCOMM INC

+$1.3M

52,175 +7%

减持

FXN FIRST TR EXCHANGE TRADED FD

-$1.2M

54,132 -56%

建仓

JGRO J P MORGAN EXCHANGE TRADED F

+$1.2M

25,365

增持

UPS UNITED PARCEL SERVICE INC

+$1.2M

48,055 +3%

减持

CSPI CSP INC

+$1.1M

275,996 -0%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$1.1M

126,982 +19%

减持

VBR VANGUARD INDEX FDS

-$1.1M

40,581 -15%

增持

SCHA SCHWAB STRATEGIC TR

+$1.1M

607,210 +1%

建仓

YMAR FIRST TR EXCHNG TRADED FD VI

+$1.1M

53,808

增持

PFEB INNOVATOR ETFS TR

+$1.1M

47,802 +356%

减持

SCHG SCHWAB STRATEGIC TR

+$1.1M

381,088 -11%

增持

XLE SELECT SECTOR SPDR TR

+$1.1M

84,691 +24%

增持

DFIV DIMENSIONAL ETF TRUST

+$1.0M

122,959 +28%

减持

CVX CHEVRON CORP NEW

-$1.0M

63,125 -0%

减持

BBHY J P MORGAN EXCHANGE TRADED F

-$1.0M

60,766 -29%

减持

JNJ JOHNSON & JOHNSON

-$1.0M

47,312 -0%

减持

AVGO BROADCOM INC

+$1.0M

12,890 -1%

减持

AMZN AMAZON COM INC

+$1.0M

57,890 -2%

增持

BUFB INNOVATOR ETFS TR

+$996.0K

88,308 +75%

减持

META META PLATFORMS INC

+$984.0K

10,988 -2%

减持

USMV ISHARES TR

-$982.0K

49,022 -22%

建仓

SCHZ SCHWAB STRATEGIC TR

+$982.0K

20,925

建仓

JCPB J P MORGAN EXCHANGE TRADED F

+$979.0K

20,668

增持

FBND FIDELITY MERRIMACK STR TR

+$956.0K

54,461 +58%

建仓

SDSI AMERICAN CENTY ETF TR

+$933.0K

18,197

建仓

ICSH ISHARES TR

+$928.0K

18,472

增持

DFAC DIMENSIONAL ETF TRUST

+$921.0K

335,274 +7%

建仓

SPYD SPDR SER TR

+$909.0K

23,918

增持

VPU VANGUARD WORLD FDS

+$877.0K

8,000 +305%

减持

IUSB ISHARES TR

-$854.0K

105,792 -17%

增持

SWK STANLEY BLACK & DECKER INC

+$854.0K

65,014 +11%

增持

NVDA NVIDIA CORPORATION

+$844.0K

6,388 +0%

增持

TSLA TESLA INC

+$824.0K

8,749 +9%

增持

MUNI PIMCO ETF TR

+$810.0K

39,411 +62%

减持

SHYD VANECK ETF TRUST

-$796.0K

178,006 -17%

增持

D DOMINION ENERGY INC

+$794.0K

94,951 +29%

增持

BUFF INNOVATOR ETFS TR

+$784.0K

49,870 +70%

减持

SLYV SPDR SER TR

-$784.0K

18,950 -37%

建仓

FBT FIRST TR EXCHANGE-TRADED FD

+$765.0K

4,936

建仓

NTRL FIRST TR EXCH TRADED FD III

+$739.0K

36,752

增持

VOT VANGUARD INDEX FDS

+$720.0K

32,815 +4%

增持

XLV SELECT SECTOR SPDR TR

+$717.0K

16,830 +56%

增持

MDYV SPDR SER TR

+$705.0K

52,685 +23%

增持

BOND PIMCO ETF TR

+$705.0K

59,279 +12%

增持

CVS CVS HEALTH CORP

-$692.0K

49,841 +6%

增持

VTV VANGUARD INDEX FDS

+$686.0K

92,007 +7%

建仓

LMBS FIRST TR EXCHANGE-TRADED FD

+$682.0K

14,256

增持

FXH FIRST TR EXCHANGE TRADED FD

+$659.0K

8,814 +231%

减持

XLP SELECT SECTOR SPDR TR

-$633.0K

24,101 -26%

增持

SRLN SSGA ACTIVE ETF TR

+$632.0K

72,428 +25%

增持

VZ VERIZON COMMUNICATIONS INC

+$616.0K

152,138 +13%

减持

XLK SELECT SECTOR SPDR TR

-$611.0K

59,312 -23%

清仓

BIL SPDR SER TR

-$607.0K

0 -100%

增持

BALT INNOVATOR ETFS TR

+$597.0K

39,414 +120%

增持

DFAX DIMENSIONAL ETF TRUST

+$584.0K

114,184 +20%

增持

GUNR FLEXSHARES TR

+$569.0K

34,847 +67%

增持

— EXXON MOBIL CORP

+$565.0K

103,809 +6%

增持

STXF EA SERIES TRUST

+$563.0K

31,006 +204%

减持

PG PROCTER AND GAMBLE CO

-$562.0K

134,822 -1%

增持

FXO FIRST TR EXCHANGE TRADED FD

+$555.0K

21,173 +269%

清仓

KRE SPDR SER TR

-$554.0K

0 -100%

建仓

TQQQ PROSHARES TR

+$546.0K

19,326

增持

JPIE J P MORGAN EXCHANGE TRADED F

+$542.0K

17,147 +218%

清仓

IAU ISHARES GOLD TR

-$534.0K

0 -100%

建仓

BSVO EA SERIES TRUST

+$533.0K

30,424

减持

CNC CENTENE CORP DEL

-$521.0K

24,096 -3%

增持

GSST GOLDMAN SACHS ETF TR

+$515.0K

29,115 +54%

增持

VTIP VANGUARD MALVERN FDS

+$515.0K

15,069 +242%

建仓

PJAN INNOVATOR ETFS TR

+$514.0K

15,469

增持

JNK SPDR SER TR

+$513.0K

41,938 +12%

减持

IQLT ISHARES TR

-$512.0K

35,182 -35%

增持

SCHD SCHWAB STRATEGIC TR

+$511.0K

73,917 +14%

增持

PRU PRUDENTIAL FINL INC

-$494.0K

60,842 +9%

清仓

ZROZ PIMCO ETF TR

-$485.0K

0 -100%

清仓

KNG FIRST TR EXCHANGE-TRADED FD

-$482.0K

0 -100%

增持

MDYG SPDR SER TR

+$464.0K

28,401 +25%

建仓

DISV DIMENSIONAL ETF TRUST

+$459.0K

19,290

建仓

XLB SELECT SECTOR SPDR TR

+$459.0K

5,692

增持

VIG VANGUARD SPECIALIZED FUNDS

+$451.0K

102,873 +1%

增持

VHT VANGUARD WORLD FDS

+$444.0K

24,947 +12%

减持

FMBH FIRST MID ILL BANCSHARES INC

-$441.0K

30,090 -23%

减持

HYBB ISHARES TR

-$437.0K

173,652 -7%

建仓

FLMI FRANKLIN TEMPLETON ETF TR

+$432.0K

18,070

减持

IEI ISHARES TR

-$429.0K

8,907 -31%

建仓

PMAR INNOVATOR ETFS TR

+$427.0K

13,281

建仓

AVLV AMERICAN CENTY ETF TR

+$426.0K

8,335

减持

XLU SELECT SECTOR SPDR TR

-$420.0K

9,187 -38%

增持

PM PHILIP MORRIS INTL INC

+$409.0K

8,129 +116%

增持

XLI SELECT SECTOR SPDR TR

+$407.0K

7,571 +107%

增持

SMMU PIMCO ETF TR

+$405.0K

12,150 +199%

清仓

— JOHNSON CTLS INTL PLC

-$400.0K

0 -100%

减持

HNDL STRATEGY SHS

-$399.0K

18,108 -54%

建仓

DFEM DIMENSIONAL ETF TRUST

+$398.0K

16,875

减持

JPM JPMORGAN CHASE & CO

-$397.0K

65,716 -2%

增持

GLD SPDR GOLD TR

+$392.0K

4,235 +87%

建仓

XME SPDR SER TR

+$380.0K

7,150

建仓

JMST J P MORGAN EXCHANGE TRADED F

+$379.0K

7,464

建仓

IEO ISHARES TR

+$372.0K

4,333

增持

VIS VANGUARD WORLD FDS

+$370.0K

19,394 +7%

建仓

AVDE AMERICAN CENTY ETF TR

+$364.0K

6,378

增持

MELI MERCADOLIBRE INC

+$361.0K

512 +38%

增持

MO ALTRIA GROUP INC

+$361.0K

155,454 +8%

建仓

SHOC EA SERIES TRUST

+$358.0K

11,648

减持

USRT ISHARES TR

-$355.0K

67,532 -11%