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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 25
增持 71
减持 44
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$11.5M
222,236
+8%
增持
MSFT
MICROSOFT CORP
+$5.5M
93,425
+8%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$5.1M
30,844
-50%
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
JGLO
J P MORGAN EXCHANGE TRADED F
+$4.4M
81,654
+765%
增持
NVDA
NVIDIA CORPORATION
+$4.3M
81,141
+1183%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.1M
171,156
+78%
减持
USB
US BANCORP DEL
-$4.1M
19,531
-82%
减持
CVS
CVS HEALTH CORP
-$3.9M
14,559
-76%
减持
TLT
ISHARES TR
-$3.8M
16,391
-71%
清仓
MMM
3M CO
-$3.6M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$3.3M
15,354
+81%
建仓
AVIG
AMERICAN CENTY ETF TR
+$3.3M
80,998
增持
KMI
KINDER MORGAN INC DEL
+$3.3M
435,465
+49%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$3.2M
276,453
-1%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$3.1M
811,854
-13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0M
22,251
+54%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$2.4M
115,664
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$2.4M
118,867
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$2.4M
52,594
增持
AVGO
BROADCOM INC
+$2.4M
8,041
+1%
增持
GSK
GSK PLC
+$2.3M
160,270
+79%
减持
SCHA
SCHWAB STRATEGIC TR
-$2.3M
361,746
-8%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.2M
40,287
建仓
VTIP
VANGUARD MALVERN FDS
+$2.2M
44,841
增持
ULBI
ULTRALIFE CORP
+$2.0M
1,106,274
+0%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$2.0M
39,969
-39%
增持
IVV
ISHARES TR
+$2.0M
88,721
+0%
增持
CSPI
CSP INC
-$1.9M
599,166
+2%
减持
GOVT
ISHARES TR
-$1.8M
9,830
-89%
增持
XLK
SELECT SECTOR SPDR TR
+$1.8M
75,907
+3%
减持
IEFA
ISHARES TR
-$1.7M
51,323
-30%
增持
INTC
INTEL CORP
-$1.7M
183,506
+9%
增持
QCOM
QUALCOMM INC
+$1.7M
53,778
+1%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$1.7M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$1.6M
221,829
+25%
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$1.6M
0
-100%
减持
MOAT
VANECK ETF TRUST
-$1.5M
282,184
-2%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.5M
318,877
+12%
减持
MDYG
SPDR SER TR
-$1.5M
17,550
-48%
减持
IWF
ISHARES TR
+$1.4M
55,540
-1%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.4M
312,807
-8%
增持
SPDW
SPDR INDEX SHS FDS
+$1.4M
51,373
+368%
减持
VPU
VANGUARD WORLD FD
-$1.4M
9,213
-52%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$1.4M
172,919
-30%
增持
MA
MASTERCARD INCORPORATED
+$1.3M
7,437
+81%
增持
WMT
WALMART INC
+$1.3M
169,603
+0%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.3M
60,305
+30%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
21,118
+9%
建仓
USVM
VICTORY PORTFOLIOS II
+$1.2M
15,083
增持
AVLV
AMERICAN CENTY ETF TR
+$1.2M
420,131
+7%
清仓
SMDV
PROSHARES TR
-$1.1M
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
341,756
-5%
减持
PWR
QUANTA SVCS INC
-$1.1M
133,041
-1%
增持
PSX
PHILLIPS 66
-$1.1M
60,857
+3%
增持
AMGN
AMGEN INC
+$991.6K
26,500
+3%
减持
BND
VANGUARD BD INDEX FDS
-$965.9K
265,144
-4%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$942.8K
157,524
+130%
减持
SHY
ISHARES TR
-$940.1K
16,783
-41%
增持
IOO
ISHARES TR
+$922.2K
18,357
+93%
增持
MINT
PIMCO ETF TR
+$917.6K
46,414
+24%
增持
NEE
NEXTERA ENERGY INC
+$917.6K
118,579
+1%
增持
IGSB
ISHARES TR
+$903.4K
27,162
+185%
减持
STXE
EA SERIES TRUST
-$893.8K
39,933
-45%
增持
IBIT
ISHARES BITCOIN TR
+$891.8K
42,061
+213%
增持
TMFC
RBB FD INC
+$882.0K
47,904
+40%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$858.9K
202,038
+11%
减持
VTEB
VANGUARD MUN BD FDS
-$847.4K
66,041
-20%
减持
IUSB
ISHARES TR
-$844.0K
37,277
-33%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$840.4K
233,799
+11%
增持
SO
SOUTHERN CO
+$833.0K
108,031
+3%
增持
PAR
PAR TECHNOLOGY CORP
+$824.0K
334,678
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$810.9K
63,670
-9%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$805.4K
0
-100%
减持
SDSI
AMERICAN CENTY ETF TR
-$797.9K
15,302
-51%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$772.4K
71,117
+17%
增持
QQQ
INVESCO QQQ TR
+$747.0K
10,056
+10%
增持
XLRE
SELECT SECTOR SPDR TR
+$737.3K
41,379
+92%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$737.1K
26,188
+105%
减持
SHV
ISHARES TR
-$737.0K
2,315
-74%
减持
BOND
PIMCO ETF TR
-$722.8K
80,870
-8%
减持
VB
VANGUARD INDEX FDS
-$717.1K
25,867
-7%
减持
IWD
ISHARES TR
-$702.0K
59,094
-4%
增持
BALT
INNOVATOR ETFS TRUST
+$671.5K
102,842
+25%
增持
DBEF
DBX ETF TR
+$664.3K
431,888
+3%
增持
SMCO
TIDAL TR II
+$663.9K
151,881
+25%
增持
BUFF
INNOVATOR ETFS TRUST
+$658.9K
85,972
+19%
增持
SMH
VANECK ETF TRUST
+$653.2K
3,449
+216%
建仓
VIOG
VANGUARD ADMIRAL FDS INC
+$641.0K
5,816
清仓
FLIA
FRANKLIN TEMPLETON ETF TR
-$640.0K
0
-100%
增持
TSLA
TESLA INC
+$638.5K
23,071
+3%
增持
GOOG
ALPHABET INC
+$625.4K
17,839
+3%
减持
SCHF
SCHWAB STRATEGIC TR
-$615.7K
1,020,750
-0%
减持
MDYV
SPDR SER TR
-$603.0K
17,136
-30%
增持
DFAT
DIMENSIONAL ETF TRUST
-$601.4K
236,432
+0%
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$582.4K
65,117
+68%
减持
BUFB
INNOVATOR ETFS TRUST
-$568.2K
76,115
-23%
增持
GOOGL
ALPHABET INC
+$563.1K
17,579
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$562.5K
4,796
-40%
建仓
XBI
SPDR SER TR
+$559.7K
6,037
增持
HD
HOME DEPOT INC
-$552.9K
25,658
+5%
建仓
HSCZ
ISHARES TR
+$546.4K
17,109
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$543.8K
34,558
-14%
增持
JNJ
JOHNSON & JOHNSON
-$543.6K
50,227
+1%
增持
SJM
SMUCKER J M CO
-$535.6K
53,624
+6%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$524.8K
5,666
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$505.9K
63,108
+5%
建仓
FLJP
FRANKLIN TEMPLETON ETF TR
+$503.0K
17,489
增持
BNY
BANK NEW YORK MELLON CORP
+$483.6K
132,470
+2%
清仓
EQWL
INVESCO EXCHANGE TRADED FD T
-$477.3K
0
-100%
建仓
IHDG
WISDOMTREE TR
+$472.0K
10,354
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$468.4K
130,622
+113%
增持
CALF
PACER FDS TR
-$468.1K
95,287
+1%
增持
SCHE
SCHWAB STRATEGIC TR
+$465.1K
330,628
+0%
建仓
FENY
FIDELITY COVINGTON TRUST
+$463.8K
18,487
建仓
BITX
VOLATILITY SHS TR
+$455.1K
14,365
减持
SDY
SPDR SER TR
-$453.3K
19,637
-13%
增持
UPS
UNITED PARCEL SERVICE INC
-$447.4K
62,253
+3%
减持
SCHV
SCHWAB STRATEGIC TR
-$444.9K
74,993
-5%
减持
SCHD
SCHWAB STRATEGIC TR
-$444.0K
77,617
-3%
建仓
AUSF
GLOBAL X FDS
+$442.7K
11,157
建仓
NVDY
TIDAL TR II
+$439.5K
14,994
清仓
SWK
STANLEY BLACK & DECKER INC
-$439.5K
0
-100%
清仓
INDS
PACER FDS TR
-$429.5K
0
-100%
增持
CSCO
CISCO SYS INC
-$426.3K
359,460
+2%
增持
DIVO
AMPLIFY ETF TR
+$422.7K
185,760
+7%
建仓
AAPR
INNOVATOR ETFS TRUST
+$421.7K
16,674
减持
ISCG
ISHARES TR
-$415.7K
5,688
-61%
增持
MO
ALTRIA GROUP INC
+$412.0K
189,161
+1%
增持
SHOC
EA SERIES TRUST
+$405.6K
58,558
+2%
增持
LLY
ELI LILLY & CO
+$405.4K
2,110
+9%
建仓
HODL
VANECK BITCOIN TR
+$402.9K
5,936
增持
DBMF
LITMAN GREGORY FDS TR
+$385.3K
39,726
+41%
增持
COST
COSTCO WHSL CORP NEW
+$380.8K
2,774
+3%
建仓
—
AON PLC
+$377.5K
1,286
建仓
ROAM
LATTICE STRATEGIES TR
+$372.0K
15,399
建仓
FHLC
FIDELITY COVINGTON TRUST
+$371.9K
5,421
减持
SCHZ
SCHWAB STRATEGIC TR
-$371.1K
15,941
-33%
清仓
DIVI
FRANKLIN TEMPLETON ETF TR
-$370.8K
0
-100%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$365.7K
194,672
+11%
建仓
MSFO
TIDAL TR II
+$358.8K
16,118
建仓
FSK
FS KKR CAP CORP
+$356.7K
18,078
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$356.3K
15,309
-28%
增持
VOE
VANGUARD INDEX FDS
-$350.2K
64,536
+0%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$341.5K
11,643
-48%
减持
SPTI
SPDR SER TR
-$339.2K
70,436
-14%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$324.7K
68,167
-3%
建仓
INCM
FRANKLIN TEMPLETON ETF TR
+$316.8K
12,250
增持
ORCL
ORACLE CORP
+$314.0K
12,009
+9%
增持
AVDE
AMERICAN CENTY ETF TR
+$311.4K
92,866
+8%
减持
DFUV
DIMENSIONAL ETF TRUST
-$307.7K
98,602
-4%
