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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 25
增持 58
减持 56
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$11.2M
253,725
减持
IGSB
ISHARES TR
-$9.0M
5,514
-97%
减持
SHY
ISHARES TR
-$9.0M
22,304
-83%
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
MOAT
VANECK ETF TRUST
+$6.9M
238,716
+45%
减持
HYBB
ISHARES TR
-$6.4M
32,337
-81%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$6.2M
334,118
增持
SDSI
AMERICAN CENTY ETF TR
+$5.7M
131,792
+624%
减持
AAPL
APPLE INC
+$5.5M
210,996
-2%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.3M
134,461
+551%
减持
AGG
ISHARES TR
-$5.0M
208,151
-18%
减持
PWR
QUANTA SVCS INC
+$4.4M
160,544
-1%
建仓
MBB
ISHARES TR
+$3.9M
41,293
建仓
BIL
SPDR SER TR
+$3.8M
41,203
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$3.6M
184,182
减持
MEAR
ISHARES U S ETF TR
-$3.6M
5,549
-93%
减持
MSFT
MICROSOFT CORP
+$3.4M
92,047
-5%
减持
IUSB
ISHARES TR
-$3.4M
32,614
-69%
减持
LFCR
LIFECORE BIOMEDICAL INC
+$2.9M
499,309
-0%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.9M
74,730
+424%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.8M
34,239
减持
AVGO
BROADCOM INC
+$2.7M
12,702
-1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.7M
1,005,024
+13%
减持
DVY
ISHARES TR
-$2.5M
3,456
-86%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.4M
1,082,702
-8%
减持
SHM
SPDR SER TR
-$2.4M
5,437
-90%
减持
IVV
ISHARES TR
+$2.4M
93,260
-2%
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$2.4M
51,078
建仓
AVUV
AMERICAN CENTY ETF TR
+$2.4M
30,949
建仓
FMB
FIRST TR EXCH TRADED FD III
+$2.4M
47,157
减持
PMAY
INNOVATOR ETFS TR
-$2.3M
61,744
-57%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.1M
38,161
+223%
减持
SCHV
SCHWAB STRATEGIC TR
-$2.1M
244,293
-13%
增持
VOO
VANGUARD INDEX FDS
+$2.1M
14,239
+43%
减持
VTEB
VANGUARD MUN BD FDS
-$1.9M
56,604
-39%
增持
IWF
ISHARES TR
+$1.8M
58,136
+0%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$1.8M
20,503
-66%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.8M
56,936
+232%
增持
GLD
SPDR GOLD TR
+$1.7M
14,022
+231%
增持
BOND
PIMCO ETF TR
+$1.7M
78,550
+33%
建仓
LQD
ISHARES TR
+$1.7M
15,497
建仓
TLT
ISHARES TR
+$1.7M
16,190
增持
IEFA
ISHARES TR
+$1.7M
73,162
+49%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.5M
76,221
-26%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.5M
108,203
+49%
增持
FLOT
ISHARES TR
+$1.5M
73,307
+62%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.4M
377,443
-14%
减持
AMZN
AMAZON COM INC
+$1.4M
56,893
-2%
建仓
JEMA
J P MORGAN EXCHANGE TRADED F
+$1.4M
39,222
清仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
-$1.3M
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$1.3M
222,760
+11%
减持
XLF
SELECT SECTOR SPDR TR
-$1.3M
178,197
-22%
增持
ABBV
ABBVIE INC
-$1.3M
57,185
+1%
减持
SHYD
VANECK ETF TRUST
-$1.2M
122,549
-31%
减持
GSST
GOLDMAN SACHS ETF TR
-$1.2M
4,611
-84%
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$1.2M
59,932
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.1M
80,300
+47%
增持
SJNK
SPDR SER TR
+$1.1M
105,786
+78%
减持
XLV
SELECT SECTOR SPDR TR
-$1.1M
7,898
-53%
增持
XLE
SELECT SECTOR SPDR TR
+$1.1M
100,328
+18%
增持
MUNI
PIMCO ETF TR
+$1.1M
61,334
+56%
增持
SWK
STANLEY BLACK & DECKER INC
+$1.1M
67,673
+4%
增持
VHT
VANGUARD WORLD FDS
+$1.1M
28,620
+15%
增持
QQQ
INVESCO QQQ TR
+$1.1M
8,696
+29%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.1M
106,294
-16%
增持
VIS
VANGUARD WORLD FDS
+$1.0M
22,995
+19%
增持
VOE
VANGUARD INDEX FDS
+$1.0M
81,494
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$990.1K
347,771
+4%
增持
VB
VANGUARD INDEX FDS
+$988.2K
34,347
+11%
增持
ULBI
ULTRALIFE CORP
+$943.5K
1,065,179
+2%
减持
SDOG
ALPS ETF TR
-$937.7K
17,356
-51%
清仓
ICSH
ISHARES TR
-$928.0K
0
-100%
增持
VDC
VANGUARD WORLD FDS
+$910.9K
19,403
+31%
增持
CALF
PACER FDS TR
+$904.4K
61,188
+47%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$890.9K
5,862
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$888.2K
97,450
-37%
建仓
DBEF
DBX ETF TR
+$886.5K
25,064
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$884.3K
42,692
+34%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$874.8K
174,596
+3%
减持
XLP
SELECT SECTOR SPDR TR
-$872.3K
12,521
-48%
增持
MDYG
SPDR SER TR
+$866.9K
39,231
+38%
减持
JPM
JPMORGAN CHASE & CO
+$865.6K
64,828
-1%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$857.9K
278,069
-0%
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$840.0K
0
-100%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$825.5K
37,181
+47%
减持
SCHA
SCHWAB STRATEGIC TR
-$813.7K
562,702
-7%
增持
PFE
PFIZER INC
-$796.0K
211,805
+1%
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$790.0K
0
-100%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$768.0K
19,379
增持
DRLL
EA SERIES TRUST
+$757.5K
52,431
+115%
增持
BUFB
INNOVATOR ETFS TR
+$753.5K
111,449
+26%
减持
NVDA
NVIDIA CORPORATION
+$737.4K
5,937
-7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$733.7K
102,054
-1%
建仓
JPEM
J P MORGAN EXCHANGE TRADED F
+$724.4K
14,347
增持
SCHD
SCHWAB STRATEGIC TR
+$686.2K
83,919
+14%
清仓
—
SPDR SER TR
-$667.0K
0
-100%
减持
VPU
VANGUARD WORLD FDS
-$655.3K
3,691
-54%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$645.8K
12,880
减持
PALC
PACER FDS TR
-$636.8K
50,046
-32%
增持
PG
PROCTER AND GAMBLE CO
+$622.3K
136,215
+1%
减持
META
META PLATFORMS INC
+$613.1K
10,252
-7%
增持
AVLV
AMERICAN CENTY ETF TR
+$606.8K
19,359
+132%
减持
USMV
ISHARES TR
-$605.3K
39,831
-19%
增持
TSLA
TESLA INC
+$580.1K
9,150
+5%
增持
SMDV
PROSHARES TR
+$572.7K
13,946
+238%
建仓
SPSM
SPDR SER TR
+$564.5K
14,533
减持
MINT
PIMCO ETF TR
-$562.0K
21,622
-21%
建仓
GAA
CAMBRIA ETF TR
+$558.4K
20,628
增持
HYGV
FLEXSHARES TR
+$557.2K
43,304
+48%
减持
VUG
VANGUARD INDEX FDS
+$553.3K
21,322
-3%
减持
PSX
PHILLIPS 66
-$543.0K
73,160
-1%
增持
MA
MASTERCARD INCORPORATED
+$540.2K
5,284
+25%
减持
WMT
WALMART INC
+$532.8K
55,152
-0%
增持
PRU
PRUDENTIAL FINL INC
+$528.7K
63,055
+4%
增持
SHOC
EA SERIES TRUST
+$522.2K
25,370
+118%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$509.6K
5,249
-67%
增持
XLU
SELECT SECTOR SPDR TR
+$505.3K
17,226
+88%
增持
UPS
UNITED PARCEL SERVICE INC
-$503.0K
49,200
+2%
减持
COPX
GLOBAL X FDS
-$485.0K
29,748
-28%
减持
XLRE
SELECT SECTOR SPDR TR
-$471.2K
12,491
-50%
增持
VOT
VANGUARD INDEX FDS
+$470.3K
33,364
+2%
建仓
FLIA
FRANKLIN TEMPLETON ETF TR
+$461.4K
23,433
减持
SLYV
SPDR SER TR
-$453.1K
12,838
-32%
增持
MINO
PIMCO ETF TR
+$448.4K
25,387
+65%
减持
VBR
VANGUARD INDEX FDS
-$441.2K
36,286
-11%
减持
IWD
ISHARES TR
+$435.0K
83,938
-0%
减持
JNJ
JOHNSON & JOHNSON
+$423.1K
46,859
-1%
建仓
DBMF
LITMAN GREGORY FDS TR
+$417.9K
15,125
减持
IYW
ISHARES TR
-$416.3K
12,617
-35%
减持
DFAT
DIMENSIONAL ETF TRUST
+$415.5K
247,758
-0%
减持
IEI
ISHARES TR
-$402.1K
5,604
-37%
增持
CSPI
CSP INC
-$388.6K
282,318
+2%
减持
GDX
VANECK ETF TRUST
-$388.5K
39,372
-19%
增持
SDY
SPDR SER TR
+$381.2K
29,419
+13%
建仓
TAXF
AMERICAN CENTY ETF TR
+$380.8K
7,615
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$379.0K
0
-100%
增持
SJM
SMUCKER J M CO
-$369.3K
42,789
+1%
清仓
HNDL
STRATEGY SHS
-$366.0K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
+$360.6K
327,941
-2%
清仓
EMB
ISHARES TR
-$357.0K
0
-100%
增持
IWY
ISHARES TR
+$349.9K
9,239
+15%
增持
AMGN
AMGEN INC
-$343.4K
26,847
+3%
建仓
KMLM
KRANESHARES TR
+$342.2K
11,230
增持
BUFF
INNOVATOR ETFS TR
+$339.7K
56,218
+13%
增持
STXF
EA SERIES TRUST
+$334.5K
40,384
+30%
减持
PAR
PAR TECHNOLOGY CORP
-$331.0K
305,923
-0%
清仓
POCT
INNOVATOR ETFS TR
-$329.0K
0
-100%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$323.0K
0
-100%
清仓
ANGL
VANECK ETF TRUST
-$319.0K
0
-100%
建仓
INDS
PACER FDS TR
+$303.4K
7,752
增持
NTRL
FIRST TR EXCH TRADED FD III
+$296.9K
51,793
+41%
