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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 17
增持 60
减持 59
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$5.5M
206,683
-2%
增持
ULBI
ULTRALIFE CORP
+$5.3M
1,072,249
+1%
增持
HD
HOME DEPOT INC
+$5.3M
23,794
+282%
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
D
DOMINION ENERGY INC
-$4.7M
8,261
-91%
增持
NEE
NEXTERA ENERGY INC
+$4.4M
83,835
+1315%
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$3.7M
71,492
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$3.4M
278,649
+0%
减持
AVGO
BROADCOM INC
-$3.0M
9,605
-24%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$2.9M
143,831
减持
SCHA
SCHWAB STRATEGIC TR
-$2.8M
526,987
-6%
减持
MSFT
MICROSOFT CORP
-$2.7M
90,581
-2%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.3M
190,966
+42%
减持
PWR
QUANTA SVCS INC
-$2.2M
156,930
-2%
建仓
XONE
BONDBLOXX ETF TRUST
+$2.1M
42,531
减持
VOE
VANGUARD INDEX FDS
-$2.1M
70,270
-14%
增持
MOAT
VANECK ETF TRUST
+$2.1M
278,306
+17%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.0M
312,454
-5%
减持
VHT
VANGUARD WORLD FDS
-$1.9M
21,787
-24%
增持
PAR
PAR TECHNOLOGY CORP
+$1.8M
309,303
+1%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.8M
223,220
-12%
清仓
SHY
ISHARES TR
-$1.8M
0
-100%
减持
AGG
ISHARES TR
-$1.8M
197,583
-5%
减持
IVV
ISHARES TR
-$1.8M
92,643
-1%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.7M
1,085,921
+0%
清仓
LQD
ISHARES TR
-$1.7M
0
-100%
减持
MBB
ISHARES TR
-$1.6M
25,151
-39%
增持
CSPI
CSP INC
+$1.6M
284,040
+1%
增持
AMGN
AMGEN INC
+$1.6M
28,021
+4%
建仓
IGIB
ISHARES TR
+$1.6M
31,977
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.5M
107,402
+44%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.5M
231,025
-5%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.5M
91,140
+60%
增持
SDSI
AMERICAN CENTY ETF TR
+$1.4M
160,900
+22%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.4M
1,076,527
+7%
减持
PSX
PHILLIPS 66
+$1.4M
69,984
-4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.4M
57,722
+51%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.3M
104,902
+25%
增持
ABBV
ABBVIE INC
+$1.2M
60,025
+5%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.2M
33,423
+203%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
41,983
增持
AVUV
AMERICAN CENTY ETF TR
+$1.2M
45,675
+48%
减持
IWD
ISHARES TR
-$1.1M
79,827
-5%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.1M
49,524
+1%
减持
SJM
SMUCKER J M CO
-$1.1M
42,487
-1%
减持
RLY
SSGA ACTIVE ETF TR
-$1.1M
332,633
-12%
增持
VOT
VANGUARD INDEX FDS
+$1.0M
40,624
+22%
增持
LFCR
LIFECORE BIOMEDICAL INC
-$1.0M
501,334
+0%
减持
VBR
VANGUARD INDEX FDS
-$1.0M
31,123
-14%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.0M
38,734
+100%
增持
TAXF
AMERICAN CENTY ETF TR
+$982.3K
28,427
+273%
减持
XLF
SELECT SECTOR SPDR TR
-$911.3K
153,625
-14%
减持
SCHP
SCHWAB STRATEGIC TR
-$909.5K
61,136
-20%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$880.0K
290,442
-13%
减持
PALC
PACER FDS TR
-$824.6K
29,421
-41%
增持
DRLL
EA SERIES TRUST
+$812.1K
74,689
+42%
增持
CVX
CHEVRON CORP NEW
+$808.4K
64,263
+1%
减持
VCR
VANGUARD WORLD FDS
-$799.6K
14,913
-12%
建仓
—
PROSHARES TR II
+$798.1K
34,255
减持
SWK
STANLEY BLACK & DECKER INC
-$797.3K
66,335
-2%
增持
BIL
SPDR SER TR
+$793.6K
49,845
+21%
清仓
TQQQ
PROSHARES TR
-$793.4K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$784.3K
136,329
+0%
清仓
FBT
FIRST TR EXCHANGE-TRADED FD
-$778.9K
0
-100%
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$768.0K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$766.9K
32,074
-7%
减持
XLK
SELECT SECTOR SPDR TR
-$748.8K
49,446
-3%
减持
VAW
VANGUARD WORLD FDS
-$737.9K
17,793
-15%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$730.1K
101,986
-0%
减持
IUSB
ISHARES TR
-$726.3K
17,309
-47%
减持
IWF
ISHARES TR
-$723.4K
57,425
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$718.6K
12,659
+16%
清仓
—
ACTIVISION BLIZZARD INC
-$713.9K
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$702.9K
124,813
+15%
减持
GLD
SPDR GOLD TR
-$687.5K
10,570
-25%
减持
—
EXXON MOBIL CORP
-$685.6K
91,005
-14%
增持
PFE
PFIZER INC
-$681.9K
213,660
+1%
减持
XLE
SELECT SECTOR SPDR TR
+$674.3K
97,554
-3%
建仓
STXE
EA SERIES TRUST
+$651.6K
26,066
增持
PRU
PRUDENTIAL FINL INC
+$648.1K
65,452
+4%
增持
NVDA
NVIDIA CORPORATION
+$619.3K
7,197
+21%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$605.6K
156,312
-15%
减持
SDOG
ALPS ETF TR
-$596.2K
5,763
-67%
建仓
FLJP
FRANKLIN TEMPLETON ETF TR
+$578.3K
21,863
减持
VNQ
VANGUARD INDEX FDS
-$559.2K
6,568
-48%
减持
HYS
PIMCO ETF TR
-$554.2K
17,521
-25%
减持
VGT
VANGUARD WORLD FDS
-$525.0K
11,366
-4%
建仓
PLNT
PLANET FITNESS INC
+$513.2K
10,435
增持
VBK
VANGUARD INDEX FDS
+$508.1K
18,764
+23%
增持
MU
MICRON TECHNOLOGY INC
+$501.3K
11,770
+148%
减持
XLU
SELECT SECTOR SPDR TR
-$499.8K
10,648
-38%
增持
CVS
CVS HEALTH CORP
+$486.8K
58,717
+12%
减持
CSCO
CISCO SYS INC
+$478.1K
336,651
-1%
减持
SLYV
SPDR SER TR
-$477.9K
7,089
-45%
增持
SO
SOUTHERN CO
-$475.5K
92,856
+1%
增持
MUNI
PIMCO ETF TR
+$459.7K
72,684
+19%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$457.5K
10,417
-49%
增持
JNJ
JOHNSON & JOHNSON
-$457.5K
46,861
+0%
增持
SHOC
EA SERIES TRUST
+$432.5K
40,364
+59%
减持
LMT
LOCKHEED MARTIN CORP
-$428.7K
7,773
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$417.5K
67,779
+20%
建仓
NJUL
INNOVATOR ETFS TR
+$414.5K
8,159
建仓
XBJL
INNOVATOR ETFS TR
+$413.5K
14,561
增持
KO
COCA COLA CO
-$392.7K
102,829
+1%
清仓
DVY
ISHARES TR
-$391.5K
0
-100%
减持
USMV
ISHARES TR
-$391.2K
35,499
-11%
增持
MO
ALTRIA GROUP INC
-$387.2K
161,877
+2%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$375.1K
34,687
-14%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$374.5K
38,447
-10%
减持
SPDW
SPDR INDEX SHS FDS
-$366.3K
96,544
-7%
增持
VOO
VANGUARD INDEX FDS
+$359.4K
15,683
+10%
增持
DIVO
AMPLIFY ETF TR
+$345.7K
162,293
+10%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$343.4K
103,396
-3%
增持
VIS
VANGUARD WORLD FDS
+$342.9K
25,998
+13%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$339.4K
45,849
-10%
减持
ZWS
ZURN ELKAY WATER SOLNS CORP
-$339.2K
56,757
-21%
减持
IQLT
ISHARES TR
-$337.8K
35,310
-18%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$328.5K
13,413
减持
SHYD
VANECK ETF TRUST
-$324.0K
111,417
-9%
减持
MDYV
SPDR SER TR
-$323.4K
45,773
-4%
增持
TTD
THE TRADE DESK INC
+$323.0K
9,355
+77%
增持
ALL
ALLSTATE CORP
+$308.5K
4,602
+146%
减持
ROL
ROLLINS INC
-$307.5K
52,305
-1%
增持
TSLA
TESLA INC
+$305.2K
10,792
+18%
增持
USB
US BANCORP DEL
+$300.6K
109,496
+9%
增持
MINO
PIMCO ETF TR
+$293.5K
33,198
+31%
清仓
—
BLACKROCK INC
-$282.5K
0
-100%
减持
JNK
SPDR SER TR
-$282.1K
40,651
-5%
增持
EFV
ISHARES TR
+$278.3K
22,760
+33%
增持
KMLM
KRANESHARES TR
+$276.2K
18,987
+69%
清仓
SNOW
SNOWFLAKE INC
-$271.0K
0
-100%
建仓
YJUN
FIRST TR EXCHNG TRADED FD VI
+$271.0K
13,715
增持
MINT
PIMCO ETF TR
+$268.6K
24,222
+12%
增持
EMR
EMERSON ELEC CO
+$262.6K
38,435
+1%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$261.5K
6,580
+76%
增持
USRT
ISHARES TR
-$259.3K
68,820
+1%
增持
XLRE
SELECT SECTOR SPDR TR
+$253.7K
21,264
+70%
减持
FTEC
FIDELITY COVINGTON TRUST
-$250.6K
4,569
-27%
增持
IJR
ISHARES TR
+$247.0K
16,826
+25%
建仓
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$245.4K
10,900
建仓
DIVS
GUINNESS ATKINSON FDS
+$243.2K
10,051
增持
EFAV
ISHARES TR
+$242.8K
45,890
+13%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$241.4K
0
-100%
清仓
—
MEDTRONIC PLC
-$238.6K
0
-100%
清仓
SQ
BLOCK INC
-$237.5K
0
-100%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$236.1K
8,920
减持
VPU
VANGUARD WORLD FDS
-$232.4K
2,292
-38%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$231.5K
62,424
-2%
清仓
GSST
GOLDMAN SACHS ETF TR
-$230.1K
0
-100%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$229.9K
3,359
清仓
BRT
BRT APARTMENTS CORP
-$229.5K
0
-100%
