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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 13
增持 84
减持 47
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
EMR
EMERSON ELEC CO
+$7.6M
101,053
+128%
减持
UPS
UNITED PARCEL SERVICE INC
-$6.6M
9,083
-90%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.5M
1,823,215
+11%
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
LDUR
PIMCO ETF TR
+$4.7M
68,459
+253%
减持
AAPL
APPLE INC
+$4.1M
398,506
-3%
增持
IVV
ISHARES TR
+$4.1M
103,367
+4%
减持
REGL
PROSHARES TR
-$3.8M
30,813
-59%
减持
HD
HOME DEPOT INC
-$3.7M
55,094
-2%
增持
PVAL
PUTNAM ETF TRUST
+$3.7M
194,124
+61%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$3.7M
190,495
-2%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$3.1M
51,620
+121%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$3.0M
209,764
+108%
增持
BFRZ
INNOVATOR ETFS TRUST
+$2.9M
137,907
+373%
增持
JAAA
JANUS DETROIT STR TR
+$2.9M
207,163
+38%
减持
GQGU
ADVISORS INNER CIRCLE FD III
-$2.8M
10,469
-91%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.7M
529,844
+12%
增持
SFLR
INNOVATOR ETFS TRUST
+$2.5M
149,562
+77%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.4M
1,751,872
+3%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$2.3M
35,843
增持
AVDE
AMERICAN CENTY ETF TR
+$2.3M
275,961
+6%
减持
CSCO
CISCO SYS INC
+$2.2M
332,687
-3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.2M
339,548
+10%
增持
GOOG
ALPHABET INC
+$2.1M
29,771
+0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.1M
87,837
+86%
增持
BALT
INNOVATOR ETFS TRUST
+$2.1M
372,679
+17%
增持
MUB
ISHARES TR
+$2.1M
56,230
+51%
减持
AOK
ISHARES TR
-$2.0M
48,378
-51%
增持
MRK
MERCK & CO INC
+$2.0M
32,679
+87%
减持
JNJ
JOHNSON & JOHNSON
+$1.9M
95,212
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$1.9M
117,469
+47%
减持
ORCL
ORACLE CORP
-$1.9M
12,587
-18%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.9M
200,436
+14%
增持
VTV
VANGUARD INDEX FDS
+$1.9M
106,476
+8%
减持
AGG
ISHARES TR
-$1.9M
354,809
-5%
减持
SBUX
STARBUCKS CORP
-$1.7M
5,059
-80%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.7M
183,261
+25%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$1.7M
123,740
-22%
增持
WMT
WALMART INC
+$1.7M
173,271
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.7M
51,562
+69%
增持
MSTR
STRATEGY INC
-$1.6M
9,962
+2%
增持
AMZN
AMAZON COM INC
+$1.6M
85,841
+4%
减持
PG
PROCTER AND GAMBLE CO
-$1.6M
133,154
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.6M
75,712
+9%
增持
HGER
HARBOR ETF TRUST
+$1.6M
71,011
+799%
增持
VUG
VANGUARD INDEX FDS
+$1.6M
24,648
+13%
增持
SPYG
SPDR SERIES TRUST
+$1.5M
33,905
+70%
增持
GOOGL
ALPHABET INC
+$1.5M
21,393
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.5M
1,331,813
+1%
减持
LLY
ELI LILLY & CO
+$1.5M
4,943
-2%
减持
FMB
FIRST TR EXCH TRADED FD III
-$1.4M
4,720
-86%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.4M
279,711
+19%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.4M
561,513
+6%
增持
BITB
BITWISE BITCOIN ETF TR
-$1.4M
112,343
+4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$1.4M
119,626
+6%
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$1.4M
0
-100%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.4M
190,217
+13%
减持
AMGN
AMGEN INC
+$1.3M
29,931
-1%
减持
TXRH
TEXAS ROADHOUSE INC
-$1.3M
11,191
-41%
减持
NVDA
NVIDIA CORPORATION
-$1.3M
108,133
-6%
减持
META
META PLATFORMS INC
-$1.3M
16,694
-0%
清仓
FMHI
FIRST TR EXCH TRADED FD III
-$1.3M
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.2M
332,880
+5%
增持
DISV
DIMENSIONAL ETF TRUST
+$1.2M
115,642
+31%
减持
ULBI
ULTRALIFE CORP
-$1.2M
1,090,207
-0%
减持
AVLV
AMERICAN CENTY ETF TR
+$1.2M
470,955
-1%
增持
MU
MICRON TECHNOLOGY INC
+$1.2M
9,608
+6%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.1M
131,778
+28%
增持
MO
ALTRIA GROUP INC
-$1.1M
164,480
+2%
减持
TLH
ISHARES TR
-$1.1M
14,570
-43%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.1M
122,151
+33%
增持
—
EXXON MOBIL CORP
+$1.1M
115,075
+2%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.1M
675,628
+7%
减持
GSK
GSK PLC
+$1.1M
209,201
-2%
增持
BOND
PIMCO ETF TR
+$1.0M
72,890
+18%
增持
IEFA
ISHARES TR
+$938.9K
62,264
+17%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$934.5K
36,811
-4%
增持
URI
UNITED RENTALS INC
-$932.8K
6,786
+1%
增持
CSPI
CSP INC
+$931.4K
764,888
+2%
增持
GLD
SPDR GOLD TR
+$908.8K
12,660
+10%
增持
BND
VANGUARD BD INDEX FDS
+$895.0K
377,810
+4%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$859.3K
7,665
+269%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$851.9K
11,273
-92%
减持
FEOE
RBB FUND TRUST
-$846.9K
21,766
-47%
增持
DFAX
DIMENSIONAL ETF TRUST
+$821.9K
189,776
+10%
减持
IP
INTERNATIONAL PAPER CO
-$796.6K
24,098
-36%
增持
XLK
SELECT SECTOR SPDR TR
-$779.7K
113,067
+87%
增持
SCHA
SCHWAB STRATEGIC TR
+$778.9K
724,003
+2%
增持
VOO
VANGUARD INDEX FDS
+$774.5K
36,072
+1%
增持
NOW
SERVICENOW INC
-$734.9K
7,590
+268%
增持
PYLD
PIMCO ETF TR
+$717.2K
1,103,129
+3%
增持
SPDW
SPDR INDEX SHS FDS
+$713.2K
107,290
+13%
减持
EFSC
ENTERPRISE FINL SVCS CORP
-$709.9K
38,484
-20%
减持
RTX
RTX CORPORATION
+$701.1K
55,131
-2%
增持
MINT
PIMCO ETF TR
+$696.0K
182,013
+4%
增持
GRNY
TIDAL TRUST I
+$687.4K
150,317
+24%
建仓
CSRE
COHEN & STEERS ETF TRUST
+$685.4K
26,865
增持
VEA
VANGUARD TAX-MANAGED FDS
+$682.6K
70,680
+13%
减持
MDYG
SPDR SERIES TRUST
-$668.9K
12,054
-38%
建仓
BITW
BITWISE 10 CRYPTO INDEX ETF
+$666.6K
11,345
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$664.9K
28,182
+5%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$641.5K
51,034
+38%
增持
WFC
WELLS FARGO CO NEW
+$630.1K
12,134
+103%
减持
AVGO
BROADCOM INC
+$628.0K
54,005
-1%
增持
VBK
VANGUARD INDEX FDS
+$621.1K
8,288
+31%
增持
SCHM
SCHWAB STRATEGIC TR
+$609.6K
310,806
+5%
增持
SO
SOUTHERN CO
-$601.7K
100,909
+2%
减持
MDYV
SPDR SERIES TRUST
-$599.1K
7,768
-48%
减持
AMD
ADVANCED MICRO DEVICES INC
+$596.9K
11,692
-1%
增持
HYBB
ISHARES TR
+$596.9K
28,560
+80%
建仓
BE
BLOOM ENERGY CORP
+$594.0K
6,836
减持
MOAT
VANECK ETF TRUST
-$579.2K
211,896
-7%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$574.4K
10,878
增持
VHT
VANGUARD WORLD FD
+$567.9K
7,061
+25%
减持
PSX
PHILLIPS 66
-$561.8K
73,238
-1%
建仓
SPHY
SPDR SERIES TRUST
+$561.7K
23,732
建仓
DDFN
INNOVATOR ETFS TRUST
+$550.9K
28,740
增持
AVUV
AMERICAN CENTY ETF TR
+$545.2K
55,714
+8%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$528.4K
194,232
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$528.0K
7,658
+9%
增持
SIL
GLOBAL X FDS
+$523.9K
12,549
+71%
减持
XLRE
SELECT SECTOR SPDR TR
-$521.5K
12,325
-49%
建仓
AVIG
AMERICAN CENTY ETF TR
+$504.5K
12,035
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$504.2K
45,911
+2%
减持
VTIP
VANGUARD MALVERN FDS
-$500.7K
36,007
-20%
减持
VST
VISTRA CORP
-$495.2K
3,217
-38%
增持
AVLC
AMERICAN CENTY ETF TR
+$477.0K
126,991
+2%
建仓
—
GLOBAL SHIP LEASE INC NEW
+$470.7K
13,432
减持
NEE
NEXTERA ENERGY INC
+$468.0K
114,275
-1%
减持
COIN
COINBASE GLOBAL INC
-$465.5K
1,341
-41%
清仓
LNG
CHENIERE ENERGY INC
-$461.3K
0
-100%
减持
ABBV
ABBVIE INC
-$459.1K
56,024
-2%
增持
AEIS
ADVANCED ENERGY INDS
+$454.3K
11,489
+0%
清仓
—
AON PLC
-$451.4K
0
-100%
清仓
NKE
NIKE INC
-$450.0K
0
-100%
增持
QDVO
AMPLIFY ETF TR
+$448.5K
113,043
+16%
清仓
—
TIDAL TRUST II
-$442.7K
0
-100%
建仓
TMAT
NORTHERN LTS FD TR IV
+$442.4K
17,688
增持
VZ
VERIZON COMMUNICATIONS INC
-$438.2K
225,117
+3%
建仓
VIST
VISTA ENERGY S.A.B. DE C.V.
+$437.9K
8,999
减持
JNUG
DIREXION SHS ETF TR
-$433.5K
3,615
-50%
建仓
PINS
PINTEREST INC
+$430.7K
16,637
增持
AUMI
THEMES ETF TR
+$422.2K
6,998
+153%
减持
TNGY
TORTOISE CAPITAL SERIES TRUS
-$421.8K
47,727
-49%
减持
UBER
UBER TECHNOLOGIES INC
-$415.1K
6,744
-32%
增持
ETH
GRAYSCALE ETHEREUM MINI TR E
-$411.6K
53,712
+10%
增持
KO
COCA COLA CO
+$406.4K
101,502
+1%
减持
IMCG
ISHARES TR
-$405.2K
25,780
-13%
增持
DBND
DOUBLELINE ETF TRUST
+$405.0K
190,996
+5%
增持
DIVO
AMPLIFY ETF TR
+$403.3K
236,046
+4%
建仓
APLD
APPLIED DIGITAL CORP
+$399.1K
16,277
