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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 19
增持 69
减持 53
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$18.5M
1,901,176
+474%
增持
SPYV
SPDR SER TR
+$16.7M
377,482
+659%
增持
PAR
PAR TECHNOLOGY CORP
+$10.1M
378,896
+13%
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
PWR
QUANTA SVCS INC
+$8.5M
150,477
+15%
增持
MINT
PIMCO ETF TR
+$7.1M
141,724
+101%
增持
SCHF
SCHWAB STRATEGIC TR
-$6.5M
1,870,325
+87%
减持
XLK
SELECT SECTOR SPDR TR
-$6.4M
45,970
-39%
建仓
GSEW
GOLDMAN SACHS ETF TR
+$5.2M
67,771
减持
XLF
SELECT SECTOR SPDR TR
-$4.5M
116,546
-48%
增持
AVGO
BROADCOM INC
+$4.3M
72,021
+0%
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$4.3M
64,679
清仓
FLOT
ISHARES TR
-$4.0M
0
-100%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$4.0M
152,442
减持
VHT
VANGUARD WORLD FD
-$3.7M
2,446
-84%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$3.7M
187,365
-28%
增持
CSPI
CSP INC
+$3.7M
766,842
+15%
增持
CSCO
CISCO SYS INC
+$3.6M
391,759
+6%
增持
SCHJ
SCHWAB STRATEGIC TR
+$3.5M
177,361
+1025%
减持
AAPL
APPLE INC
+$3.4M
216,822
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.4M
60,133
-25%
增持
AMZN
AMAZON COM INC
+$3.2M
58,555
+13%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$3.2M
166,662
+42%
减持
VCR
VANGUARD WORLD FD
-$3.0M
955
-90%
减持
VGT
VANGUARD WORLD FD
-$2.9M
2,008
-72%
减持
TSLA
TESLA INC
+$2.7M
20,993
-6%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.6M
77,302
+81%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$2.5M
284,891
-12%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$2.4M
0
-100%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.4M
398,629
+35%
减持
KMI
KINDER MORGAN INC DEL
+$2.4M
451,432
-0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.3M
150,422
+58%
增持
BITB
BITWISE BITCOIN ETF TR
+$2.2M
99,134
+22%
减持
VIS
VANGUARD WORLD FD
-$2.2M
4,244
-66%
减持
VDC
VANGUARD WORLD FD
-$2.2M
1,595
-86%
清仓
VOX
VANGUARD WORLD FD
-$2.0M
0
-100%
增持
SPMB
SPDR SER TR
+$2.0M
119,396
+341%
增持
AVLC
AMERICAN CENTY ETF TR
+$1.9M
38,525
+247%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$1.8M
32,836
-46%
减持
XLV
SELECT SECTOR SPDR TR
-$1.8M
6,568
-63%
增持
MSFT
MICROSOFT CORP
+$1.8M
100,488
+7%
增持
SCHA
SCHWAB STRATEGIC TR
-$1.8M
621,660
+79%
减持
TLT
ISHARES TR
-$1.8M
7,655
-69%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
94,674
+5%
增持
VOO
VANGUARD INDEX FDS
+$1.7M
20,722
+16%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.7M
64,504
+476%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.7M
372,579
+14%
增持
IEI
ISHARES TR
+$1.7M
16,316
+799%
减持
JNJ
JOHNSON & JOHNSON
-$1.6M
90,505
-0%
清仓
SHY
ISHARES TR
-$1.6M
0
-100%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$1.6M
330,497
-10%
减持
MOAT
VANECK ETF TRUST
-$1.5M
259,230
-2%
减持
VOE
VANGUARD INDEX FDS
-$1.5M
55,443
-12%
减持
XLE
SELECT SECTOR SPDR TR
-$1.5M
48,958
-24%
建仓
BBHY
J P MORGAN EXCHANGE TRADED F
+$1.5M
31,639
增持
MSTR
MICROSTRATEGY INC
+$1.4M
8,572
+38%
增持
LMT
LOCKHEED MARTIN CORP
-$1.4M
14,965
+1%
减持
WMT
WALMART INC
+$1.4M
162,436
-1%
增持
EMR
EMERSON ELEC CO
+$1.4M
45,957
+17%
增持
AMGN
AMGEN INC
-$1.4M
26,895
+3%
减持
IWF
ISHARES TR
+$1.3M
54,039
-0%
建仓
AEIS
ADVANCED ENERGY INDS
+$1.3M
11,468
减持
JPM
JPMORGAN CHASE & CO.
+$1.3M
58,534
-3%
建仓
NSC
NORFOLK SOUTHN CORP
+$1.3M
5,559
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.3M
90,512
-22%
增持
NEE
NEXTERA ENERGY INC
-$1.3M
102,012
+1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.2M
18,308
-42%
减持
XLC
SELECT SECTOR SPDR TR
-$1.1M
4,458
-74%
增持
PSX
PHILLIPS 66
-$1.1M
68,322
+1%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.1M
446,081
+2%
减持
CNC
CENTENE CORP DEL
-$1.0M
15,173
-42%
建仓
QDVO
AMPLIFY ETF TR
+$1.0M
38,274
减持
BIL
SPDR SER TR
-$1.0M
12,140
-47%
减持
XLU
SELECT SECTOR SPDR TR
-$999.1K
7,432
-62%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$998.6K
40,390
+2%
减持
PEP
PEPSICO INC
-$980.7K
46,697
-2%
减持
IUSB
ISHARES TR
-$965.8K
35,020
-35%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$951.8K
72,127
+8%
增持
GSK
GSK PLC
-$949.2K
193,378
+6%
建仓
QMOM
EA SERIES TRUST
+$931.9K
14,532
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$927.8K
215,258
-8%
减持
SRLN
SSGA ACTIVE ETF TR
-$922.3K
18,671
-54%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$914.8K
261,354
+19%
减持
XLRE
SELECT SECTOR SPDR TR
-$911.5K
27,950
-39%
增持
ABBV
ABBVIE INC
-$905.6K
57,722
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$902.5K
22,419
+5%
增持
BND
VANGUARD BD INDEX FDS
-$899.3K
282,220
+0%
清仓
VAW
VANGUARD WORLD FD
-$890.1K
0
-100%
建仓
ZROZ
PIMCO ETF TR
+$887.3K
12,931
减持
SCHE
SCHWAB STRATEGIC TR
-$872.7K
321,999
-1%
减持
—
EXXON MOBIL CORP
-$864.1K
83,565
-1%
减持
SHYD
VANECK ETF TRUST
-$845.1K
20,320
-65%
建仓
VIXY
PROSHARES TR II
+$843.0K
18,725
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$841.4K
132,033
-24%
减持
SDY
SPDR SER TR
-$840.5K
14,146
-26%
增持
QCOM
QUALCOMM INC
-$802.0K
53,667
+1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$801.1K
9,489
+74%
减持
PG
PROCTER AND GAMBLE CO
-$781.7K
132,121
-0%
建仓
PSC
PRINCIPAL EXCHANGE TRADED FD
+$771.2K
15,041
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$753.0K
14,940
+305%
增持
VB
VANGUARD INDEX FDS
+$750.7K
25,223
+13%
增持
VZ
VERIZON COMMUNICATIONS INC
-$741.9K
201,408
+3%
增持
CLOI
VANECK ETF TRUST
+$740.7K
46,990
+43%
增持
SO
SOUTHERN CO
-$739.1K
98,732
+0%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$737.4K
88,606
-23%
增持
DFAT
DIMENSIONAL ETF TRUST
+$735.3K
249,009
+6%
增持
PYLD
PIMCO ETF TR
+$722.0K
117,362
+35%
建仓
IFRA
ISHARES TR
+$713.9K
15,423
减持
SPTI
SPDR SER TR
-$712.4K
168,608
-9%
清仓
IDNA
ISHARES TR
-$699.9K
0
-100%
清仓
NEM
NEWMONT CORP
-$697.4K
0
-100%
减持
FIIG
FIRST TR EXCHANGE-TRADED FD
-$692.9K
90,478
-24%
增持
AGG
ISHARES TR
-$668.7K
235,797
+2%
增持
VPU
VANGUARD WORLD FD
+$659.9K
10,798
+70%
增持
QQQ
INVESCO QQQ TR
+$658.2K
10,160
+9%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$638.6K
148,787
+54%
减持
SMH
VANECK ETF TRUST
-$627.4K
1,690
-60%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$627.1K
35,431
清仓
IEO
ISHARES TR
-$625.6K
0
-100%
增持
GOOG
ALPHABET INC
+$623.6K
19,086
+6%
减持
STXE
EA SERIES TRUST
-$620.7K
34,361
-34%
清仓
XONE
BONDBLOXX ETF TRUST
-$618.8K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$617.8K
245,382
+8%
减持
RLY
SSGA ACTIVE ETF TR
-$617.8K
348,101
-0%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$613.9K
72,616
+24%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$605.8K
12,355
减持
SHOC
EA SERIES TRUST
-$601.2K
43,283
-22%
增持
KO
COCA COLA CO
-$596.7K
107,688
+6%
增持
DFUV
DIMENSIONAL ETF TRUST
+$596.0K
116,465
+16%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$593.5K
12,003
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$593.5K
27,360
-13%
增持
DISV
DIMENSIONAL ETF TRUST
+$584.0K
45,752
+110%
增持
AVMU
AMERICAN CENTY ETF TR
+$578.8K
31,404
+69%
建仓
IONQ
IONQ INC
+$566.7K
13,566
增持
SJM
SMUCKER J M CO
-$560.5K
60,642
+1%
减持
IVV
ISHARES TR
+$558.9K
88,852
-1%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$558.0K
326,193
+20%
增持
DBEF
DBX ETF TR
+$541.5K
442,022
+5%
建仓
BWX
SPDR SER TR
+$540.1K
25,248
增持
VTIP
VANGUARD MALVERN FDS
+$534.2K
74,298
+20%
建仓
ANET
ARISTA NETWORKS INC
+$531.9K
4,812
增持
AVDE
AMERICAN CENTY ETF TR
-$531.2K
112,483
+1%
增持
TMFC
RBB FD INC
+$501.7K
47,407
+14%
增持
TAXF
AMERICAN CENTY ETF TR
+$501.6K
90,056
+15%
增持
DFEM
DIMENSIONAL ETF TRUST
+$489.7K
41,319
+96%
建仓
GRNY
TIDAL ETF TR
+$486.2K
24,360
增持
FMB
FIRST TR EXCH TRADED FD III
+$481.8K
69,848
+18%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$477.6K
323,237
+0%
减持
IEFA
ISHARES TR
-$473.5K
49,933
-2%
减持
JGLO
J P MORGAN EXCHANGE TRADED F
-$471.9K
90,475
-4%
减持
SPDW
SPDR INDEX SHS FDS
-$471.3K
47,268
-15%
