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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 11
增持 73
减持 55
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$10.0M
61,207
+798%
增持
XLK
SELECT SECTOR SPDR TR
+$7.3M
73,971
+76%
增持
SCHM
SCHWAB STRATEGIC TR
+$7.2M
92,460
+1978%
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
AVLV
AMERICAN CENTY ETF TR
+$6.9M
392,855
+24%
增持
SCHG
SCHWAB STRATEGIC TR
+$6.6M
359,588
+12%
增持
PEP
PEPSICO INC
+$6.3M
41,716
+627%
减持
SWK
STANLEY BLACK & DECKER INC
-$6.1M
4,488
-93%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$6.0M
296,485
+126%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$6.0M
25,200
+2000%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$5.5M
22,237
-90%
减持
SCHA
SCHWAB STRATEGIC TR
-$5.4M
394,973
-25%
减持
IWY
ISHARES TR
-$5.0M
18,300
-63%
增持
CSPI
CSP INC
+$4.9M
585,849
+100%
减持
AAPL
APPLE INC
-$4.4M
206,163
-0%
减持
SDSI
AMERICAN CENTY ETF TR
-$4.4M
30,953
-73%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$4.2M
65,788
增持
AGG
ISHARES TR
+$4.1M
226,918
+24%
建仓
SYLD
CAMBRIA ETF TR
+$3.2M
43,660
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.0M
211,536
+65%
增持
BND
VANGUARD BD INDEX FDS
+$3.0M
276,325
+19%
增持
MOAT
VANECK ETF TRUST
+$2.9M
288,835
+6%
减持
VIS
VANGUARD WORLD FDS
-$2.7M
12,546
-52%
减持
VAW
VANGUARD WORLD FDS
-$2.5M
4,297
-76%
建仓
BITB
BITWISE BITCOIN ETF TR
+$2.4M
61,965
增持
ULBI
ULTRALIFE CORP
+$2.3M
1,102,099
+2%
建仓
SHY
ISHARES TR
+$2.3M
28,252
减持
IVV
ISHARES TR
+$2.3M
88,511
-5%
增持
XLF
SELECT SECTOR SPDR TR
+$2.2M
178,138
+27%
减持
XLE
SELECT SECTOR SPDR TR
-$2.1M
70,060
-33%
减持
NVDA
NVIDIA CORPORATION
+$2.0M
6,322
-15%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$2.0M
30,777
-49%
清仓
GUNR
FLEXSHARES TR
-$2.0M
0
-100%
减持
MSFT
MICROSOFT CORP
+$2.0M
86,207
-5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.0M
69,923
-19%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.0M
931,578
+10%
减持
INTC
INTEL CORP
-$2.0M
168,159
-10%
减持
JPM
JPMORGAN CHASE & CO
+$1.9M
63,303
-0%
减持
PG
PROCTER AND GAMBLE CO
+$1.9M
132,528
-1%
增持
NEE
NEXTERA ENERGY INC
+$1.8M
117,025
+26%
减持
IWF
ISHARES TR
+$1.7M
55,827
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$1.7M
16,894
+199%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.7M
284,831
+16%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$1.6M
278,553
-0%
清仓
XONE
BONDBLOXX ETF TRUST
-$1.6M
0
-100%
减持
DBEF
DBX ETF TR
+$1.6M
421,041
-0%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.6M
60,607
+77%
增持
MO
ALTRIA GROUP INC
+$1.6M
188,085
+14%
增持
TSLA
TESLA INC
-$1.5M
22,338
+2%
增持
RLY
SSGA ACTIVE ETF TR
+$1.4M
337,694
+15%
减持
AMZN
AMAZON COM INC
+$1.4M
55,487
-2%
增持
SMCO
TIDAL TR II
+$1.4M
121,900
+70%
减持
IWD
ISHARES TR
-$1.4M
61,482
-18%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.4M
60,239
+1%
减持
JEMA
J P MORGAN EXCHANGE TRADED F
-$1.3M
6,022
-86%
减持
BIL
SPDR SER TR
-$1.3M
32,582
-30%
增持
WMT
WALMART INC
+$1.3M
169,492
+200%
增持
BOND
PIMCO ETF TR
+$1.2M
88,052
+19%
增持
VPU
VANGUARD WORLD FDS
+$1.2M
19,258
+74%
清仓
TLH
ISHARES TR
-$1.2M
0
-100%
增持
MINT
PIMCO ETF TR
+$1.2M
37,337
+44%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.2M
85,825
+20%
增持
BALT
INNOVATOR ETFS TR
+$1.2M
82,599
+86%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
55,089
+63%
增持
CVX
CHEVRON CORP NEW
+$1.1M
69,907
+6%
减持
PWR
QUANTA SVCS INC
+$1.1M
134,343
-14%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.1M
182,742
+16%
减持
META
META PLATFORMS INC
+$1.1M
9,429
-4%
增持
PAR
PAR TECHNOLOGY CORP
+$1.1M
329,276
+4%
增持
XLC
SELECT SECTOR SPDR TR
+$1.1M
16,325
+367%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
96,170
+18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
14,492
+2%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.0M
329,361
-13%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.0M
37,971
-34%
清仓
SMOT
VANECK ETF TRUST
-$1.0M
0
-100%
减持
—
EXXON MOBIL CORP
+$980.9K
83,086
-4%
增持
TLT
ISHARES TR
+$965.3K
56,025
+28%
增持
SO
SOUTHERN CO
+$957.2K
105,199
+12%
增持
UPS
UNITED PARCEL SERVICE INC
+$932.3K
60,329
+18%
增持
HYBB
ISHARES TR
+$924.6K
49,671
+66%
增持
GLDM
WORLD GOLD TR
+$904.8K
41,367
+84%
减持
DFAC
DIMENSIONAL ETF TRUST
+$887.4K
329,471
-0%
建仓
HACK
AMPLIFY ETF TR
+$811.3K
12,655
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$808.4K
0
-100%
增持
SJM
SMUCKER J M CO
+$788.6K
50,709
+15%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$777.6K
7,973
+120%
增持
VOO
VANGUARD INDEX FDS
+$771.0K
17,142
+0%
清仓
—
ISHARES TR
-$770.8K
0
-100%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$760.8K
93,534
-40%
减持
VCR
VANGUARD WORLD FDS
-$753.9K
9,742
-23%
建仓
FEMB
FIRST TR EXCH TRADED FD III
+$751.3K
26,669
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$746.2K
12,749
增持
STXF
EA SERIES TRUST
+$744.2K
94,273
+19%
减持
HD
HOME DEPOT INC
+$742.2K
24,466
-2%
减持
PRU
PRUDENTIAL FINL INC
+$719.8K
64,459
-2%
增持
TOTL
SSGA ACTIVE ETF TR
+$710.7K
86,956
+26%
减持
AMGN
AMGEN INC
-$706.6K
25,634
-8%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$700.3K
13,510
-46%
减持
ABBV
ABBVIE INC
+$694.7K
54,929
-9%
增持
TMFC
RBB FD INC
+$690.0K
34,191
+52%
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$684.4K
68,370
清仓
TQQQ
PROSHARES TR
-$680.6K
0
-100%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$670.2K
175,599
+25%
减持
QCOM
QUALCOMM INC
+$668.4K
53,356
-8%
增持
VUG
VANGUARD INDEX FDS
+$652.2K
19,453
+0%
减持
BA
BOEING CO
-$629.7K
8,138
-4%
增持
FMB
FIRST TR EXCH TRADED FD III
+$624.4K
57,452
+28%
增持
DRLL
EA SERIES TRUST
+$595.6K
100,116
+11%
减持
VZ
VERIZON COMMUNICATIONS INC
+$594.4K
181,741
-3%
增持
CALF
PACER FDS TR
+$591.7K
93,954
+12%
减持
EMR
EMERSON ELEC CO
+$577.3K
38,414
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$576.5K
20,029
+217%
清仓
SPYD
SPDR SER TR
-$570.8K
0
-100%
清仓
PALC
PACER FDS TR
-$563.0K
0
-100%
减持
VOE
VANGUARD INDEX FDS
+$558.5K
64,514
-2%
增持
KMI
KINDER MORGAN INC DEL
+$548.2K
292,355
+7%
建仓
IBIT
ISHARES BITCOIN TR
+$544.1K
13,445
增持
SPYV
SPDR SER TR
+$543.7K
50,652
+18%
建仓
JGLO
J P MORGAN EXCHANGE TRADED F
+$541.8K
9,438
增持
JNJ
JOHNSON & JOHNSON
+$537.5K
49,844
+6%
减持
SCHD
SCHWAB STRATEGIC TR
-$535.4K
80,361
-13%
增持
VO
VANGUARD INDEX FDS
+$530.0K
28,842
+1%
减持
PLNT
PLANET FITNESS INC
-$528.2K
4,312
-61%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$507.9K
14,468
+37%
减持
IUSB
ISHARES TR
-$506.3K
55,486
-16%
增持
AVUV
AMERICAN CENTY ETF TR
+$501.0K
59,247
+5%
清仓
SCZ
ISHARES TR
-$493.3K
0
-100%
减持
DFAT
DIMENSIONAL ETF TRUST
+$492.6K
236,361
-0%
减持
JNK
SPDR SER TR
-$489.7K
35,832
-13%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$489.1K
46,255
+2%
减持
SCHF
SCHWAB STRATEGIC TR
+$484.6K
1,020,833
-4%
建仓
INDA
ISHARES TR
+$481.4K
9,332
增持
VTEB
VANGUARD MUN BD FDS
+$477.7K
82,148
+14%
减持
VDC
VANGUARD WORLD FDS
-$476.1K
11,685
-22%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$475.0K
26,681
-47%
减持
XLI
SELECT SECTOR SPDR TR
-$465.0K
3,096
-59%
增持
VBK
VANGUARD INDEX FDS
+$463.3K
4,684
+49%
增持
DFUV
DIMENSIONAL ETF TRUST
+$462.8K
102,196
+2%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$447.2K
15,228
+29%
减持
SHYD
VANECK ETF TRUST
-$446.2K
63,030
-25%
增持
IDVO
AMPLIFY ETF TR
+$444.4K
35,600
+60%
减持
LFCR
LIFECORE BIOMEDICAL INC
-$439.8K
496,779
-0%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$430.3K
40,258
+7%
减持
VHT
VANGUARD WORLD FDS
-$429.8K
16,642
-15%
增持
MMM
3M CO
+$427.3K
33,603
+17%
减持
PSX
PHILLIPS 66
+$418.8K
59,265
-15%
清仓
XME
SPDR SER TR
-$416.2K
0
-100%
增持
LLY
ELI LILLY & CO
+$413.7K
1,934
+3%
增持
CSCO
CISCO SYS INC
+$410.6K
350,716
+4%
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$403.0K
38,841
+85%
增持
IWB
ISHARES TR
+$402.2K
15,411
+0%
