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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 14
增持 87
减持 38
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$35.1M
406,726
+87%
增持
MSFT
MICROSOFT CORP
+$19.7M
111,176
+17%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$14.6M
167,700
+47007%
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
PYLD
PIMCO ETF TR
+$12.6M
920,747
+104%
增持
MINT
PIMCO ETF TR
+$11.8M
291,994
+67%
清仓
HTRB
HARTFORD FDS EXCHANGE TRADED
-$10.8M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$10.5M
1,984,470
+5%
增持
HD
HOME DEPOT INC
+$9.5M
53,563
+94%
建仓
DBND
DOUBLELINE ETF TRUST
+$8.2M
177,754
增持
IVV
ISHARES TR
+$8.2M
92,894
+5%
减持
SJM
SMUCKER J M CO
-$7.3M
3,565
-95%
减持
PWR
QUANTA SVCS INC
+$7.2M
104,243
-18%
增持
NVDA
NVIDIA CORPORATION
+$7.1M
112,285
+14%
减持
AVGO
BROADCOM INC
+$7.0M
64,797
-0%
减持
RLY
SSGA ACTIVE ETF TR
-$6.9M
106,307
-70%
增持
DUK
DUKE ENERGY CORP NEW
+$6.5M
61,849
+879%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$6.1M
35,770
+245%
增持
AMZN
AMAZON COM INC
+$6.1M
80,251
+33%
增持
META
META PLATFORMS INC
+$5.7M
15,182
+58%
建仓
DYNF
BLACKROCK ETF TRUST
+$5.4M
98,625
增持
AVLC
AMERICAN CENTY ETF TR
+$5.2M
117,783
+141%
增持
BND
VANGUARD BD INDEX FDS
+$4.8M
344,389
+23%
建仓
URI
UNITED RENTALS INC
+$4.6M
6,065
增持
XLK
SELECT SECTOR SPDR TR
+$4.4M
56,958
+18%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$4.1M
106,546
-45%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$4.1M
20,808
-86%
增持
AOK
ISHARES TR
+$4.0M
154,771
+183%
增持
SCHA
SCHWAB STRATEGIC TR
+$4.0M
727,304
+18%
增持
ULBI
ULTRALIFE CORP
+$3.9M
1,092,947
+0%
建仓
IGF
ISHARES TR
+$3.9M
66,214
增持
VTV
VANGUARD INDEX FDS
+$3.8M
95,169
+27%
增持
IWF
ISHARES TR
+$3.7M
55,118
+1%
增持
CSCO
CISCO SYS INC
+$3.2M
351,369
+2%
建仓
TXRH
TEXAS ROADHOUSE INC
+$3.2M
16,983
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.2M
414,021
+19%
建仓
SPDW
SPDR INDEX SHS FDS
+$3.0M
73,966
增持
EFSC
ENTERPRISE FINL SVCS CORP
+$2.9M
57,989
+1009%
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$2.9M
81,671
清仓
SCHJ
SCHWAB STRATEGIC TR
-$2.9M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$2.8M
26,410
+11%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$2.7M
187,727
+42%
减持
JNK
SPDR SERIES TRUST
-$2.6M
8,002
-78%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.6M
1,536,938
-17%
减持
PAR
PAR TECHNOLOGY CORP
+$2.6M
326,710
-0%
增持
ET
ENERGY TRANSFER L P
+$2.5M
175,274
+393%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$2.5M
29,988
-50%
增持
TSLA
TESLA INC
+$2.5M
26,988
+15%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.4M
258,222
+19%
减持
JPM
JPMORGAN CHASE & CO.
+$2.4M
55,694
-0%
减持
EFAV
ISHARES TR
-$2.4M
4,771
-87%
增持
AVLV
AMERICAN CENTY ETF TR
+$2.1M
475,347
+2%
增持
WMT
WALMART INC
+$2.1M
169,613
+3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.1M
101,825
+15%
增持
VUG
VANGUARD INDEX FDS
+$2.1M
21,981
+8%
清仓
BNDW
VANGUARD SCOTTSDALE FDS
-$2.0M
0
-100%
增持
SBUX
STARBUCKS CORP
+$2.0M
28,666
+370%
清仓
HYBB
ISHARES TR
-$2.0M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.0M
8,110
+659%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$2.0M
176,044
+139%
增持
AGG
ISHARES TR
+$2.0M
253,014
+8%
建仓
CTAS
CINTAS CORP
+$2.0M
8,788
增持
LLY
ELI LILLY & CO
+$1.9M
4,785
+118%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$1.8M
266,259
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.8M
207,590
-13%
增持
DTCR
GLOBAL X FDS
+$1.7M
107,073
+519%
增持
TLH
ISHARES TR
+$1.6M
29,624
+124%
增持
ORCL
ORACLE CORP
+$1.6M
15,324
+24%
增持
—
EXXON MOBIL CORP
+$1.6M
111,825
+27%
减持
AVIG
AMERICAN CENTY ETF TR
-$1.6M
7,967
-83%
减持
PG
PROCTER AND GAMBLE CO
-$1.6M
132,044
-1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.5M
638,582
+10%
减持
MOAT
VANECK ETF TRUST
-$1.5M
243,611
-12%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.5M
18,423
-75%
减持
IUSB
ISHARES TR
-$1.5M
10,982
-75%
增持
LMT
LOCKHEED MARTIN CORP
+$1.5M
19,426
+16%
增持
GOOG
ALPHABET INC
+$1.5M
25,773
+31%
增持
EMR
EMERSON ELEC CO
+$1.5M
46,148
+9%
增持
VB
VANGUARD INDEX FDS
+$1.5M
34,410
+14%
增持
QCOM
QUALCOMM INC
+$1.5M
64,474
+12%
增持
FEOE
RBB FUND TRUST
+$1.4M
42,384
+385%
增持
SPYV
SPDR SERIES TRUST
+$1.4M
416,777
+4%
增持
REGL
PROSHARES TR
+$1.4M
39,125
+80%
增持
V
VISA INC
+$1.4M
9,021
+79%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.4M
78,142
+31%
增持
CVX
CHEVRON CORP NEW
-$1.4M
78,987
+4%
增持
QQQ
INVESCO QQQ TR
+$1.4M
10,904
+10%
清仓
JMEE
J P MORGAN EXCHANGE TRADED F
-$1.4M
0
-100%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$1.3M
13,332
增持
MLPX
GLOBAL X FDS
+$1.3M
32,822
+179%
减持
BITB
BITWISE BITCOIN ETF TR
+$1.3M
101,316
-2%
减持
XLF
SELECT SECTOR SPDR TR
-$1.3M
59,811
-33%
清仓
XSHQ
INVESCO EXCH TRADED FD TR II
-$1.3M
0
-100%
减持
DRLL
EA SERIES TRUST
-$1.3M
43,172
-47%
增持
IEI
ISHARES TR
+$1.2M
26,879
+63%
建仓
FSMD
FIDELITY COVINGTON TRUST
+$1.2M
29,947
增持
IHDG
WISDOMTREE TR
+$1.2M
41,290
+179%
减持
MDYG
SPDR SERIES TRUST
-$1.2M
16,022
-51%
清仓
HYS
PIMCO ETF TR
-$1.2M
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.2M
263,445
+4%
增持
CSPI
CSP INC
-$1.2M
740,187
+6%
增持
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$1.2M
83,622
+114%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.1M
250,922
-20%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$1.1M
72,097
-45%
清仓
GAA
CAMBRIA ETF TR
-$1.1M
0
-100%
减持
MSTR
MICROSTRATEGY INC
+$1.1M
9,518
-1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.1M
18,073
+17%
增持
BA
BOEING CO
+$1.1M
11,237
+49%
减持
BUFB
INNOVATOR ETFS TRUST
-$1.1M
34,839
-51%
减持
VTIP
VANGUARD MALVERN FDS
-$1.0M
48,949
-30%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.0M
2,469
+292%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
31,468
+17%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.0M
19,750
-37%
减持
XLE
SELECT SECTOR SPDR TR
-$1.0M
35,721
-17%
增持
PRFD
PIMCO ETF TR
+$1.0M
113,109
+20%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$997.3K
189,967
+4%
增持
CLOI
VANECK ETF TRUST
+$995.8K
86,777
+27%
增持
RTX
RTX CORPORATION
+$985.9K
60,509
+2%
增持
GRNY
TIDAL TRUST I
+$985.8K
67,454
+125%
清仓
BBHY
J P MORGAN EXCHANGE TRADED F
-$985.6K
0
-100%
增持
TMFC
RBB FD INC
+$976.5K
56,314
+18%
增持
SCHM
SCHWAB STRATEGIC TR
+$957.5K
293,288
+6%
增持
ABBV
ABBVIE INC
-$942.0K
57,208
+4%
清仓
BWX
SPDR SER TR
-$940.8K
0
-100%
清仓
JPEM
J P MORGAN EXCHANGE TRADED F
-$894.4K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
+$893.1K
389,126
-2%
增持
BNY
BANK NEW YORK MELLON CORP
+$885.2K
105,973
+1%
建仓
TNGY
TORTOISE CAPITAL SERIES TRUS
+$880.3K
95,957
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$873.1K
75,656
-21%
增持
DFIV
DIMENSIONAL ETF TRUST
+$864.9K
153,746
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$829.7K
18,221
-7%
增持
SCHV
SCHWAB STRATEGIC TR
+$818.9K
226,836
+10%
建仓
IBTM
ISHARES TR
+$811.9K
35,254
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$811.9K
73,727
+0%
减持
FBND
FIDELITY MERRIMACK STR TR
-$811.7K
138,301
-12%
增持
QDVO
AMPLIFY ETF TR
+$808.8K
82,392
+38%
增持
KMI
KINDER MORGAN INC DEL
+$794.4K
421,270
+4%
建仓
IWP
ISHARES TR
+$785.6K
5,665
建仓
GAPR
FIRST TR EXCHNG TRADED FD VI
+$781.0K
20,386
增持
VEA
VANGUARD TAX-MANAGED FDS
+$765.6K
85,097
+6%
减持
COP
CONOCOPHILLIPS
-$760.2K
4,499
-59%
减持
AVUV
AMERICAN CENTY ETF TR
-$753.0K
41,176
-20%
增持
VHT
VANGUARD WORLD FD
+$747.6K
11,337
+45%
增持
VO
VANGUARD INDEX FDS
+$734.4K
29,168
+2%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$730.3K
38,411
-1%
增持
DBEF
DBX ETF TR
+$728.0K
452,758
+3%
增持
AVMU
AMERICAN CENTY ETF TR
+$723.9K
47,442
+54%
增持
BALT
INNOVATOR ETFS TRUST
+$721.2K
165,193
+13%
增持
DIVO
AMPLIFY ETF TR
+$716.5K
228,207
+3%
减持
AVDE
AMERICAN CENTY ETF TR
+$713.3K
98,836
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$692.6K
4,764
+105%
