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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 72
减持 53
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AVLV
AMERICAN CENTY ETF TR
+$16.3M
317,819
+721%
增持
DBEF
DBX ETF TR
+$14.8M
423,147
+1625%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$14.4M
33,717
-91%
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
SCHV
SCHWAB STRATEGIC TR
-$8.9M
84,893
-63%
增持
IWY
ISHARES TR
+$7.0M
48,873
+378%
减持
VOT
VANGUARD INDEX FDS
-$6.3M
7,193
-82%
增持
MSFT
MICROSOFT CORP
+$5.7M
91,152
+1%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$5.4M
331,194
+48%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$4.8M
846,312
-21%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$4.6M
110,892
增持
IVV
ISHARES TR
+$4.5M
92,699
+0%
减持
PWR
QUANTA SVCS INC
+$4.4M
156,463
-0%
减持
AAPL
APPLE INC
+$4.4M
206,680
-0%
减持
VBR
VANGUARD INDEX FDS
-$4.2M
4,120
-87%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.0M
322,231
+3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.6M
128,451
+1340%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$3.4M
279,419
+0%
减持
VBK
VANGUARD INDEX FDS
-$3.3M
3,134
-83%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.2M
158,159
+74%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$3.1M
131,208
+213%
增持
ULBI
ULTRALIFE CORP
-$3.1M
1,082,246
+1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$3.1M
246,472
+29%
减持
SCHA
SCHWAB STRATEGIC TR
+$3.0M
526,012
-0%
清仓
LGOV
FIRST TR EXCHANGE-TRADED FD
-$2.9M
0
-100%
增持
TLT
ISHARES TR
+$2.8M
43,849
+152%
增持
TSLA
TESLA INC
+$2.7M
21,885
+103%
减持
SPDW
SPDR INDEX SHS FDS
-$2.6M
10,728
-89%
减持
INTC
INTEL CORP
+$2.6M
186,895
-2%
减持
AVGO
BROADCOM INC
+$2.5M
9,394
-2%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.5M
59,401
+73%
减持
SCHF
SCHWAB STRATEGIC TR
+$2.5M
1,064,617
-2%
建仓
SPTI
SPDR SER TR
+$2.5M
86,202
增持
AVDE
AMERICAN CENTY ETF TR
+$2.5M
71,327
+113%
增持
TAXF
AMERICAN CENTY ETF TR
+$2.4M
73,419
+158%
增持
IUSB
ISHARES TR
+$2.3M
65,898
+281%
清仓
MBB
ISHARES TR
-$2.2M
0
-100%
减持
SDSI
AMERICAN CENTY ETF TR
-$2.2M
116,792
-27%
减持
—
EXXON MOBIL CORP
-$2.0M
86,787
-5%
减持
MOAT
VANECK ETF TRUST
+$2.0M
271,869
-2%
增持
PAR
PAR TECHNOLOGY CORP
+$1.9M
317,938
+3%
减持
QCOM
QUALCOMM INC
+$1.9M
57,835
-0%
建仓
GOVT
ISHARES TR
+$1.9M
80,769
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$1.8M
34,304
减持
IWF
ISHARES TR
+$1.8M
56,324
-2%
减持
SRLN
SSGA ACTIVE ETF TR
-$1.6M
87,319
-30%
清仓
IGIB
ISHARES TR
-$1.6M
0
-100%
建仓
SMCO
TIDAL TR II
+$1.6M
71,517
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$1.5M
86,607
减持
JPM
JPMORGAN CHASE & CO
+$1.5M
63,474
-1%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.5M
25,239
增持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
56,247
+23%
增持
HD
HOME DEPOT INC
+$1.5M
24,940
+5%
增持
IWN
ISHARES TR
+$1.4M
19,397
+65%
增持
CALF
PACER FDS TR
+$1.4M
83,844
+32%
增持
BNY
BANK NEW YORK MELLON CORP
+$1.4M
138,605
+1%
增持
VOO
VANGUARD INDEX FDS
+$1.3M
17,100
+9%
减持
AMZN
AMAZON COM INC
+$1.3M
56,498
-2%
增持
STXF
EA SERIES TRUST
+$1.2M
79,458
+81%
增持
VPU
VANGUARD WORLD FDS
+$1.2M
11,045
+382%
建仓
TLH
ISHARES TR
+$1.2M
11,252
增持
STXE
EA SERIES TRUST
+$1.2M
67,151
+158%
减持
MDYV
SPDR SER TR
-$1.2M
24,146
-47%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$1.2M
227,583
+6%
减持
VTV
VANGUARD INDEX FDS
-$1.2M
76,238
-16%
减持
USB
US BANCORP DEL
+$1.1M
109,483
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.1M
236,434
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.1M
86,604
-15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
186,509
+1%
增持
BND
VANGUARD BD INDEX FDS
+$1.0M
231,737
+1%
增持
SPYV
SPDR SER TR
+$1.0M
42,762
+86%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.0M
81,790
-21%
减持
PFE
PFIZER INC
-$1.0M
210,828
-1%
建仓
TMFC
RBB FD INC
+$1.0M
22,535
增持
CSCO
CISCO SYS INC
-$1.0M
338,353
+1%
建仓
SMOT
VANECK ETF TRUST
+$1.0M
31,816
增持
EFG
ISHARES TR
+$981.3K
19,675
+84%
增持
SWK
STANLEY BLACK & DECKER INC
+$978.9K
66,496
+0%
减持
SPMB
SPDR SER TR
-$969.5K
39,667
-55%
减持
RLY
SSGA ACTIVE ETF TR
-$969.0K
293,855
-12%
增持
CVX
CHEVRON CORP NEW
-$952.8K
66,259
+3%
减持
DFAC
DIMENSIONAL ETF TRUST
+$917.2K
329,770
-1%
增持
CSPI
CSP INC
+$897.4K
293,403
+3%
增持
IMCG
ISHARES TR
+$892.4K
33,612
+51%
减持
GLDM
WORLD GOLD TR
-$869.9K
22,425
-54%
增持
SHOC
EA SERIES TRUST
+$861.8K
55,105
+37%
增持
DIVO
AMPLIFY ETF TR
+$858.9K
177,710
+9%
减持
PSX
PHILLIPS 66
+$852.9K
69,562
-1%
增持
NEE
NEXTERA ENERGY INC
+$828.1K
92,707
+11%
建仓
AVMU
AMERICAN CENTY ETF TR
+$822.0K
17,534
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$808.8K
239,052
-18%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$808.4K
10,086
减持
VDC
VANGUARD WORLD FDS
-$804.7K
14,985
-25%
建仓
NOCT
INNOVATOR ETFS TR
+$802.1K
17,513
增持
URA
GLOBAL X FDS
+$801.6K
42,850
+201%
增持
VO
VANGUARD INDEX FDS
+$749.2K
28,698
+1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$740.0K
44,853
-22%
增持
BUFF
INNOVATOR ETFS TR
+$706.8K
72,489
+24%
减持
LFCR
LIFECORE BIOMEDICAL INC
-$704.9K
497,204
-1%
减持
NTRL
FIRST TR EXCH TRADED FD III
-$692.0K
16,570
-67%
增持
SLYG
SPDR SER TR
+$689.7K
17,994
+62%
建仓
TQQQ
PROSHARES TR
+$680.6K
13,424
增持
QQQ
INVESCO QQQ TR
+$676.5K
9,316
+6%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$661.1K
45,154
+16%
减持
VIS
VANGUARD WORLD FDS
+$653.7K
25,962
-0%
减持
VB
VANGUARD INDEX FDS
+$650.0K
31,474
-2%
建仓
IDVO
AMPLIFY ETF TR
+$642.1K
22,318
增持
MUNI
PIMCO ETF TR
+$641.4K
81,074
+12%
增持
PRU
PRUDENTIAL FINL INC
+$637.0K
66,027
+1%
增持
USRT
ISHARES TR
+$621.7K
71,259
+4%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$618.5K
154,749
+61%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$615.9K
14,160
+12%
增持
SO
SOUTHERN CO
+$580.1K
93,978
+1%
增持
CVS
CVS HEALTH CORP
+$578.3K
59,244
+1%
清仓
FLJP
FRANKLIN TEMPLETON ETF TR
-$578.3K
0
-100%
减持
BA
BOEING CO
+$573.6K
8,441
-1%
增持
MUB
ISHARES TR
+$560.5K
19,786
+28%
增持
META
META PLATFORMS INC
+$554.4K
9,846
+1%
减持
SHYD
VANECK ETF TRUST
-$550.2K
83,988
-25%
增持
IEFA
ISHARES TR
+$547.4K
79,827
+1%
增持
NVDA
NVIDIA CORPORATION
+$540.5K
7,413
+3%
增持
VNQ
VANGUARD INDEX FDS
+$537.9K
11,712
+78%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$534.8K
54,555
+19%
清仓
PJAN
INNOVATOR ETFS TR
-$531.3K
0
-100%
减持
VGT
VANGUARD WORLD FDS
-$523.5K
8,661
-24%
减持
PALC
PACER FDS TR
-$522.7K
13,734
-53%
清仓
XBJA
INNOVATOR ETFS TR
-$504.7K
0
-100%
减持
XONE
BONDBLOXX ETF TRUST
-$502.6K
32,391
-24%
增持
MMM
3M CO
+$500.6K
28,696
+2%
减持
BOND
PIMCO ETF TR
-$482.3K
74,087
-11%
建仓
CCI
CROWN CASTLE INC
+$478.9K
4,157
增持
XLU
SELECT SECTOR SPDR TR
+$477.2K
17,443
+64%
减持
SDY
SPDR SER TR
-$470.1K
23,389
-21%
减持
AMGN
AMGEN INC
+$463.9K
27,758
-1%
建仓
EQWL
INVESCO EXCHANGE TRADED FD T
+$452.9K
5,173
建仓
MSTR
MICROSTRATEGY INC
+$449.7K
712
减持
AGG
ISHARES TR
-$443.0K
182,747
-8%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$432.4K
10,534
+60%
增持
AMD
ADVANCED MICRO DEVICES INC
+$426.2K
8,182
+8%
增持
VTEB
VANGUARD MUN BD FDS
+$418.8K
72,066
+6%
减持
SCHD
SCHWAB STRATEGIC TR
-$407.9K
92,145
-12%
减持
IWB
ISHARES TR
+$407.7K
15,392
-0%
减持
PEP
PEPSICO INC
-$404.4K
5,738
-29%
增持
FBND
FIDELITY MERRIMACK STR TR
+$399.3K
86,217
+5%
建仓
POCT
INNOVATOR ETFS TR
+$398.8K
11,041
增持
MINO
PIMCO ETF TR
+$398.3K
40,139
+21%
增持
IWM
ISHARES TR
+$386.3K
12,080
+5%
增持
AEM
AGNICO EAGLE MINES LTD
+$383.8K
26,385
+13%
增持
SJM
SMUCKER J M CO
+$372.1K
44,265
+4%
增持
TOTL
SSGA ACTIVE ETF TR
+$371.5K
68,868
+11%
减持
—
PROSHARES TR II
-$360.8K
28,200
-18%
