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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 68
减持 62
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
PWR
QUANTA SVCS INC
-$15.4M
126,671
-16%
增持
PYLD
PIMCO ETF TR
+$8.8M
450,899
+284%
增持
RTX
RTX CORPORATION
+$7.6M
59,260
+2496%
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
PAR
PAR TECHNOLOGY CORP
-$7.4M
327,490
-14%
减持
PRU
PRUDENTIAL FINL INC
-$7.4M
5,405
-92%
减持
MSFT
MICROSOFT CORP
-$6.8M
94,757
-6%
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$6.2M
131,817
增持
AAPL
APPLE INC
-$6.0M
217,548
+0%
减持
AVGO
BROADCOM INC
-$5.8M
65,025
-10%
减持
SCHG
SCHWAB STRATEGIC TR
-$5.5M
1,896,214
-0%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$5.5M
266,369
-18%
建仓
PRFD
PIMCO ETF TR
+$4.8M
94,212
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$4.7M
347,273
+41%
清仓
SPTI
SPDR SER TR
-$4.7M
0
-100%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$4.5M
579,589
+45%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$4.0M
193,192
-32%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$4.0M
190,104
减持
AVIG
AMERICAN CENTY ETF TR
-$3.9M
46,766
-68%
减持
XSMO
INVESCO EXCHANGE TRADED FD T
-$3.9M
5,715
-91%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$3.9M
95,658
-49%
减持
ULBI
ULTRALIFE CORP
-$3.8M
1,091,932
-16%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$3.8M
10,369
-62%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$3.6M
246,190
-26%
增持
MINT
PIMCO ETF TR
+$3.4M
174,651
+23%
减持
IVV
ISHARES TR
-$2.8M
88,095
-1%
增持
TSLA
TESLA INC
-$2.4M
23,508
+12%
增持
JNJ
JOHNSON & JOHNSON
+$2.3M
92,654
+2%
增持
VPU
VANGUARD WORLD FD
+$2.2M
23,159
+114%
建仓
AOK
ISHARES TR
+$2.1M
54,616
增持
NVDA
NVIDIA CORPORATION
-$2.0M
98,497
+4%
增持
IWF
ISHARES TR
-$2.0M
54,471
+1%
减持
CSCO
CISCO SYS INC
-$2.0M
343,430
-12%
减持
SCHF
SCHWAB STRATEGIC TR
+$2.0M
1,848,300
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
26,790
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
8,333
+67%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.6M
615,787
-1%
清仓
SPDW
SPDR INDEX SHS FDS
-$1.6M
0
-100%
减持
CSPI
CSP INC
-$1.6M
700,449
-9%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.6M
27,994
-81%
减持
CVX
CHEVRON CORP NEW
+$1.5M
75,944
-2%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$1.5M
8,956
-73%
减持
SCHJ
SCHWAB STRATEGIC TR
-$1.5M
116,218
-34%
增持
—
EXXON MOBIL CORP
+$1.5M
87,777
+5%
增持
VHT
VANGUARD WORLD FD
+$1.4M
7,811
+219%
增持
GSK
GSK PLC
+$1.4M
204,782
+6%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$1.4M
73,729
建仓
TLH
ISHARES TR
+$1.4M
13,199
增持
GLD
SPDR GOLD TR
+$1.4M
8,121
+100%
增持
AMZN
AMAZON COM INC
-$1.3M
60,461
+3%
减持
SHOC
EA SERIES TRUST
-$1.3M
16,556
-62%
减持
AMGN
AMGEN INC
+$1.3M
26,766
-0%
减持
ABBV
ABBVIE INC
+$1.3M
55,179
-4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.3M
100,229
+44%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.2M
51,671
-13%
减持
XLF
SELECT SECTOR SPDR TR
-$1.2M
88,915
-24%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$1.2M
149,766
-28%
增持
CLOI
VANECK ETF TRUST
+$1.1M
68,113
+45%
增持
PSX
PHILLIPS 66
+$1.1M
72,092
+6%
增持
AEM
AGNICO EAGLE MINES LTD
+$1.1M
33,105
+3%
增持
SPYV
SPDR SER TR
+$1.1M
399,015
+6%
建仓
EVLN
MORGAN STANLEY ETF TRUST
+$1.1M
21,559
增持
VOO
VANGUARD INDEX FDS
+$1.1M
23,772
+15%
建仓
EALT
INNOVATOR ETFS TRUST
+$1.0M
34,047
增持
VTV
VANGUARD INDEX FDS
+$1.0M
75,101
+7%
减持
EMR
EMERSON ELEC CO
-$1.0M
42,525
-7%
增持
SJM
SMUCKER J M CO
+$1.0M
65,004
+7%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$970.4K
6,106
-67%
减持
JGLO
J P MORGAN EXCHANGE TRADED F
-$962.5K
75,834
-16%
增持
BALT
INNOVATOR ETFS TRUST
+$933.1K
145,896
+26%
增持
SJNK
SPDR SER TR
+$917.6K
153,655
+32%
减持
MDYG
SPDR SER TR
-$907.0K
32,793
-19%
减持
PFE
PFIZER INC
-$891.3K
193,905
-11%
清仓
VIOG
VANGUARD ADMIRAL FDS INC
-$884.2K
0
-100%
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$851.9K
165,637
+59%
清仓
INDA
ISHARES TR
-$848.9K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
+$843.8K
196,167
-3%
清仓
VIXY
PROSHARES TR II
-$843.0K
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
-$834.3K
252,971
+2%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$807.1K
59,565
-6%
清仓
IGSB
ISHARES TR
-$801.1K
0
-100%
减持
TTD
THE TRADE DESK INC
-$787.1K
9,792
-13%
减持
DBEF
DBX ETF TR
+$780.4K
440,649
-0%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$778.8K
153,251
+1%
减持
KMI
KINDER MORGAN INC DEL
-$778.2K
406,274
-10%
清仓
PSC
PRINCIPAL EXCHANGE TRADED FD
-$771.2K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$752.5K
145,325
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$746.0K
10,868
+68%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$744.8K
60,952
+80%
增持
FTEC
FIDELITY COVINGTON TRUST
+$741.9K
15,479
+63%
减持
SO
SOUTHERN CO
+$719.8K
96,220
-3%
增持
EFA
ISHARES TR
+$713.2K
38,452
+20%
建仓
WTPI
WISDOMTREE TR
+$708.3K
22,747
增持
DIVO
AMPLIFY ETF TR
+$687.5K
220,597
+8%
增持
XLK
SELECT SECTOR SPDR TR
-$683.9K
48,455
+5%
增持
PEP
PEPSICO INC
+$680.0K
51,892
+11%
清仓
TLT
ISHARES TR
-$668.5K
0
-100%
减持
STXE
EA SERIES TRUST
-$659.6K
10,531
-69%
增持
VUG
VANGUARD INDEX FDS
-$633.3K
20,321
+2%
建仓
SHLD
GLOBAL X FDS
+$616.4K
13,242
增持
VB
VANGUARD INDEX FDS
+$606.6K
30,067
+19%
减持
STXF
EA SERIES TRUST
-$601.3K
85,373
-12%
减持
MO
ALTRIA GROUP INC
+$600.8K
162,247
-7%
增持
FPE
FIRST TR EXCH TRADED FD III
+$580.6K
68,663
+94%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$577.9K
61,263
-16%
减持
SMMU
PIMCO ETF TR
-$574.3K
8,983
-56%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$573.8K
23,415
-49%
增持
QCOM
QUALCOMM INC
+$571.1K
57,388
+7%
增持
GOOG
ALPHABET INC
-$567.5K
19,633
+3%
增持
COP
CONOCOPHILLIPS
+$564.0K
11,083
+83%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$560.4K
237,248
-3%
增持
RLY
SSGA ACTIVE ETF TR
+$553.8K
348,964
+0%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$551.1K
182,487
+9%
减持
QQQ
INVESCO QQQ TR
-$547.6K
9,909
-2%
增持
AVLC
AMERICAN CENTY ETF TR
+$541.3K
48,967
+27%
减持
BUFB
INNOVATOR ETFS TRUST
-$532.4K
71,312
-17%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$532.0K
25,818
+34%
减持
COPX
GLOBAL X FDS
-$530.2K
5,365
-72%
增持
AVLV
AMERICAN CENTY ETF TR
+$509.0K
464,559
+4%
减持
BNY
BANK NEW YORK MELLON CORP
-$506.6K
104,566
-13%
减持
SCHM
SCHWAB STRATEGIC TR
-$497.1K
277,453
-1%
减持
SLVP
ISHARES INC
-$496.1K
11,116
-81%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$496.1K
297,575
+14%
增持
AUSF
GLOBAL X FDS
+$493.0K
28,329
+60%
减持
SRLN
SSGA ACTIVE ETF TR
-$491.1K
7,004
-62%
建仓
FEZ
SPDR INDEX SHS FDS
+$487.6K
8,962
增持
PG
PROCTER AND GAMBLE CO
+$487.1K
132,832
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$484.7K
64,534
+7%
减持
SLYG
SPDR SER TR
-$483.5K
14,563
-22%
清仓
NVG
NUVEEN AMT FREE MUN CR INC F
-$478.7K
0
-100%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$475.4K
59,608
+17%
增持
HYG
ISHARES TR
+$472.8K
18,641
+47%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$472.3K
21,403
-32%
增持
SPMB
SPDR SER TR
+$470.0K
138,006
+16%
增持
MLPX
GLOBAL X FDS
+$466.9K
11,748
+152%
增持
HD
HOME DEPOT INC
-$462.5K
27,580
+1%
增持
SPYG
SPDR SER TR
+$461.9K
21,697
+49%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$461.5K
38,793
-4%
减持
GSC
GOLDMAN SACHS ETF TR
-$459.1K
12,033
-40%
减持
ZROZ
PIMCO ETF TR
-$451.4K
6,085
-53%
增持
IUSB
ISHARES TR
+$444.0K
43,988
+26%
增持
SLYV
SPDR SER TR
+$442.6K
9,865
+160%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$442.4K
80,381
+6%
增持
ROL
ROLLINS INC
+$440.8K
52,836
+1%
增持
IHDG
WISDOMTREE TR
+$440.8K
14,818
+218%
增持
QDVO
AMPLIFY ETF TR
+$439.6K
59,656
+56%
减持
ADBE
ADOBE INC
-$434.4K
1,133
-42%
减持
KO
COCA COLA CO
+$425.6K
99,557
-8%
增持
IWY
ISHARES TR
-$413.6K
17,455
+0%
增持
BITB
BITWISE BITCOIN ETF TR
-$403.1K
103,340
+4%
增持
BWX
SPDR SER TR
+$400.7K
43,037
+70%
