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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 18
增持 74
减持 45
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
+$40.9M
1,696,976
+996%
增持
AAPL
APPLE INC
+$20.8M
409,297
+1%
减持
SPYV
SPDR SERIES TRUST
-$18.1M
67,451
-84%
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
SCHG
SCHWAB STRATEGIC TR
-$16.0M
1,315,499
-34%
减持
DBEF
DBX ETF TR
-$14.0M
125,173
-72%
增持
AVDE
AMERICAN CENTY ETF TR
+$13.1M
259,340
+162%
增持
AGG
ISHARES TR
+$12.2M
372,039
+47%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$11.8M
444,685
减持
MINT
PIMCO ETF TR
-$11.8M
174,468
-40%
增持
VO
VANGUARD INDEX FDS
+$10.7M
64,227
+120%
增持
PAR
PAR TECHNOLOGY CORP
-$9.7M
326,753
+0%
增持
IVV
ISHARES TR
+$9.0M
99,683
+7%
增持
JAAA
JANUS DETROIT STR TR
+$7.3M
150,196
+2360%
增持
VOO
VANGUARD INDEX FDS
+$6.8M
35,676
+35%
增持
DFAS
DIMENSIONAL ETF TRUST
+$6.3M
96,850
+1587%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$5.9M
195,125
+16%
减持
VOE
VANGUARD INDEX FDS
-$5.6M
19,849
-64%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$5.4M
529,495
+28%
建仓
PVAL
PUTNAM ETF TRUST
+$5.1M
120,261
增持
BALT
INNOVATOR ETFS TRUST
+$5.1M
317,882
+92%
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$5.0M
0
-100%
清仓
GSEW
GOLDMAN SACHS ETF TR
-$5.0M
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.4M
1,648,070
+7%
增持
DFAC
DIMENSIONAL ETF TRUST
+$4.3M
474,336
+22%
增持
PYLD
PIMCO ETF TR
+$4.3M
1,069,833
+16%
清仓
FTCB
FIRST TR EXCHANGE-TRADED FD
-$4.1M
0
-100%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$4.1M
11,588
-85%
减持
CLOI
VANECK ETF TRUST
-$4.1M
9,336
-89%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$3.8M
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.8M
309,377
+17%
增持
NVDA
NVIDIA CORPORATION
+$3.7M
114,873
+2%
减持
PWR
QUANTA SVCS INC
+$3.4M
103,252
-1%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$3.3M
0
-100%
增持
REGL
PROSHARES TR
+$3.2M
75,283
+92%
减持
TSLA
TESLA INC
+$3.2M
26,496
-2%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$3.2M
258,559
-3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.1M
316,150
+22%
增持
HD
HOME DEPOT INC
+$3.1M
56,028
+5%
建仓
GQGU
ADVISORS INNER CIRCLE FD III
+$3.1M
121,001
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.0M
44,948
+26%
减持
JNJ
JOHNSON & JOHNSON
+$3.0M
95,835
-1%
建仓
GSSC
GOLDMAN SACHS ETF TR
+$2.8M
37,747
增持
SFLR
INNOVATOR ETFS TRUST
+$2.8M
84,324
+1187%
减持
RLY
SSGA ACTIVE ETF TR
-$2.8M
9,985
-91%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$2.8M
101,058
增持
GOOG
ALPHABET INC
+$2.6M
29,635
+15%
增持
ABBV
ABBVIE INC
+$2.6M
57,268
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$2.6M
60,519
+6%
建仓
GII
SPDR INDEX SHS FDS
+$2.5M
35,218
增持
ULBI
ULTRALIFE CORP
-$2.3M
1,095,042
+0%
增持
MSFT
MICROSOFT CORP
+$2.3M
111,196
+0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.2M
167,671
+33%
清仓
FIIG
FIRST TR EXCHANGE-TRADED FD
-$2.1M
0
-100%
减持
AOK
ISHARES TR
-$2.1M
99,239
-36%
减持
MUNI
PIMCO ETF TR
-$2.0M
44,707
-48%
增持
AVLV
AMERICAN CENTY ETF TR
+$2.0M
476,953
+0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.0M
47,139
+553%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.0M
146,538
+38%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.9M
16,071
+825%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$1.9M
48,974
清仓
LGOV
FIRST TR EXCHANGE-TRADED FD
-$1.9M
0
-100%
建仓
LDUR
PIMCO ETF TR
+$1.9M
19,409
增持
MUB
ISHARES TR
+$1.9M
37,295
+84%
增持
URI
UNITED RENTALS INC
+$1.9M
6,730
+11%
增持
BND
VANGUARD BD INDEX FDS
+$1.7M
364,252
+6%
减持
FMB
FIRST TR EXCH TRADED FD III
-$1.7M
33,280
-51%
增持
VTV
VANGUARD INDEX FDS
+$1.6M
99,010
+4%
增持
AEM
AGNICO EAGLE MINES LTD
+$1.6M
31,634
+1%
减持
BOND
PIMCO ETF TR
-$1.6M
61,558
-22%
建仓
PAAA
PGIM ETF TR
+$1.6M
30,100
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.5M
176,259
+15%
增持
GRNY
TIDAL TRUST I
+$1.5M
121,428
+80%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$1.5M
68,257
-53%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$1.5M
14,139
-53%
减持
SCHA
SCHWAB STRATEGIC TR
+$1.4M
711,136
-2%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.4M
269,782
+8%
减持
GOOGL
ALPHABET INC
+$1.4M
21,245
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$1.4M
55,656
-0%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$1.4M
26,359
-54%
清仓
SPAB
SPDR SERIES TRUST
-$1.4M
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.4M
51,608
+25%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$1.4M
0
-100%
减持
XBI
SPDR SERIES TRUST
-$1.4M
2,042
-89%
增持
EFA
ISHARES TR
+$1.4M
53,048
+32%
减持
VHT
VANGUARD WORLD FD
-$1.4M
5,642
-50%
增持
DUK
DUKE ENERGY CORP NEW
+$1.4M
69,888
+13%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$1.3M
103,272
-41%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$1.3M
159,068
-15%
增持
DISV
DIMENSIONAL ETF TRUST
+$1.3M
88,460
+53%
增持
GLD
SPDR GOLD TR
+$1.3M
11,558
+23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
32,872
+4%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$1.2M
0
-100%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$1.2M
23,358
+75%
减持
AUSF
GLOBAL X FDS
-$1.2M
7,132
-79%
增持
LMT
LOCKHEED MARTIN CORP
+$1.2M
20,402
+5%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.2M
91,977
+54%
增持
VTEB
VANGUARD MUN BD FDS
+$1.2M
79,890
+39%
增持
AVLC
AMERICAN CENTY ETF TR
+$1.1M
124,258
+5%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.1M
13,612
+200%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.1M
62,296
-27%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.1M
37,066
+194%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.1M
61,158
+13%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.1M
112,583
+11%
增持
META
META PLATFORMS INC
+$1.1M
16,724
+10%
减持
TIP
ISHARES TR
-$1.1M
7,129
-58%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
19,461
+7%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.1M
8,123
-84%
增持
SPDW
SPDR INDEX SHS FDS
+$1.1M
94,685
+28%
增持
WMT
WALMART INC
+$1.1M
171,114
+1%
增持
GSK
GSK PLC
+$1.0M
213,241
+0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.0M
171,748
+15%
增持
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$1.0M
21,637
+205%
增持
IJR
ISHARES TR
+$1.0M
27,404
+33%
减持
IOO
ISHARES TR
-$997.7K
10,901
-49%
增持
ORCL
ORACLE CORP
+$989.1K
15,429
+1%
减持
CSCO
CISCO SYS INC
-$980.8K
341,964
-3%
减持
IWD
ISHARES TR
-$972.6K
48,124
-13%
增持
CSPI
CSP INC
-$948.3K
747,160
+1%
减持
CVX
CHEVRON CORP NEW
+$910.4K
78,695
-0%
减持
PFE
PFIZER INC
-$907.9K
150,377
-23%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$895.7K
7,124
-63%
减持
PSX
PHILLIPS 66
+$886.3K
73,610
-4%
减持
MO
ALTRIA GROUP INC
+$884.9K
160,804
-3%
减持
PRFD
PIMCO ETF TR
-$883.7K
94,235
-17%
减持
XLE
SELECT SECTOR SPDR TR
-$876.1K
24,103
-33%
清仓
RWL
INVESCO EXCH TRADED FD TR II
-$874.9K
0
-100%
增持
TMFC
RBB FD INC
+$857.9K
63,671
+13%
减持
VUG
VANGUARD INDEX FDS
+$834.2K
21,832
-1%
建仓
PWRD
TCW ETF TRUST
+$826.6K
8,461
增持
VB
VANGUARD INDEX FDS
+$821.3K
35,299
+3%
减持
IWF
ISHARES TR
+$808.1K
51,686
-6%
增持
BITB
BITWISE BITCOIN ETF TR
+$795.9K
108,197
+7%
增持
NEE
NEXTERA ENERGY INC
+$786.1K
115,326
+1%
建仓
BFRZ
INNOVATOR ETFS TRUST
+$773.9K
29,161
建仓
IEUR
ISHARES TR
+$758.7K
11,138
建仓
HYBB
ISHARES TR
+$749.1K
15,834
增持
PEP
PEPSICO INC
+$743.9K
62,110
+3%
增持
—
EXXON MOBIL CORP
+$710.9K
113,221
+1%
清仓
GNR
SPDR INDEX SHS FDS
-$710.3K
0
-100%
增持
MSTR
STRATEGY INC
-$703.9K
9,756
+3%
减持
HYG
ISHARES TR
-$692.0K
9,958
-46%
增持
AMGN
AMGEN INC
+$686.1K
30,092
+8%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$677.8K
11,931
-40%
清仓
FEMB
FIRST TR EXCH TRADED FD III
-$676.2K
0
-100%
建仓
DDTS
INNOVATOR ETFS TRUST
+$660.5K
31,564
建仓
AIQ
GLOBAL X FDS
+$653.9K
13,239
减持
BNY
BANK NEW YORK MELLON CORP
+$651.2K
94,588
-11%
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$650.0K
8,621
建仓
EEM
ISHARES TR
+$646.5K
12,108
建仓
DDFS
INNOVATOR ETFS TRUST
+$640.1K
30,643
