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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 67
减持 63
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
FEGE
RBB FUND TRUST
+$14.6M
309,612
减持
MSFT
MICROSOFT CORP
-$14.4M
116,754
-2%
减持
PWR
QUANTA SVCS INC
+$10.1M
96,682
-5%
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
PAR
PAR TECHNOLOGY CORP
-$7.9M
360,128
+3%
增持
AAPL
APPLE INC
-$6.5M
401,244
+1%
增持
BALT
INNOVATOR ETFS TRUST
+$4.5M
508,624
+36%
减持
—
EXXON MOBIL CORP
+$4.4M
107,497
-7%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$4.4M
30,540
-33%
增持
CSRE
COHEN & STEERS ETF TRUST
+$4.3M
191,000
+611%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$4.3M
33,968
-73%
减持
CVX
CHEVRON CORPORATION
+$4.3M
79,304
-1%
建仓
RAAX
VANECK ETF TRUST
+$4.1M
100,079
减持
XLK
SELECT SECTOR SPDR TR
-$3.8M
93,834
-17%
增持
BFRZ
INNOVATOR ETFS TRUST
+$3.7M
280,589
+103%
增持
SCHG
SCHWAB STRATEGIC TR
-$3.6M
1,366,994
+3%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.3M
251,561
+26%
减持
PSX
PHILLIPS 66
+$3.3M
69,768
-5%
增持
CSPI
CSP INC
-$2.8M
784,811
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$2.7M
77,978
+69%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$2.6M
507,149
-10%
减持
KMI
KINDER MORGAN INC DEL
+$2.5M
432,168
-1%
减持
IWF
ISHARES TR
-$2.5M
50,695
-0%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.4M
1,868,703
+2%
减持
GII
SPDR INDEX SHS FDS
-$2.3M
5,289
-86%
增持
SCHA
SCHWAB STRATEGIC TR
+$2.3M
786,564
+9%
减持
JNJ
JOHNSON & JOHNSON
+$2.2M
89,720
-6%
减持
AVLV
AMERICAN CENTY ETF TR
+$2.2M
470,069
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.2M
226,484
+1%
减持
MOAT
VANECK ETF TRUST
-$2.1M
205,555
-3%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$2.0M
162,211
-13%
减持
PRFD
PIMCO ETF TR
-$2.0M
54,324
-42%
增持
IVV
ISHARES TR
-$2.0M
105,311
+2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.0M
159,207
-17%
增持
LDUR
PIMCO ETF TR
+$2.0M
89,424
+31%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$2.0M
102,598
-14%
增持
AVGO
BROADCOM INC
-$1.8M
54,465
+1%
减持
JPM
JPMORGAN CHASE & CO
-$1.8M
54,250
-2%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.8M
47,433
-38%
增持
TXRH
TEXAS ROADHOUSE INC
+$1.7M
21,834
+95%
减持
WMT
WALMART INC
+$1.6M
168,453
-3%
清仓
NSC
NORFOLK SOUTHN CORP
-$1.6M
0
-100%
增持
UPS
UNITED PARCEL SVCS INC
+$1.6M
25,393
+180%
增持
VHT
VANGUARD WORLD FD
+$1.6M
13,307
+88%
增持
XLI
SELECT SECTOR SPDR TR
+$1.5M
11,136
+568%
增持
BND
VANGUARD BD INDEX FDS
+$1.5M
400,714
+6%
增持
SO
SOUTHERN CO
+$1.5M
106,896
+6%
增持
MO
ALTRIA GROUP INC
+$1.5M
166,684
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$1.5M
75,042
+5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.4M
346,639
+2%
减持
IHDG
WISDOMTREE TR
-$1.4M
4,529
-86%
增持
SYLD
CAMBRIA ETF TR
+$1.3M
68,673
+25%
减持
LMT
LOCKHEED MARTIN CORP
+$1.3M
18,853
-9%
建仓
BUFY
FIRST TR EXCHNG TRADED FD VI
+$1.3M
59,047
增持
AEIS
ADVANCED ENERGY INDS
+$1.3M
11,507
+0%
增持
META
META PLATFORMS INC
-$1.3M
16,983
+2%
增持
AMZN
AMAZON COM INC
-$1.3M
88,992
+4%
减持
HGER
HARBOR ETF TRUST
-$1.3M
16,136
-77%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.3M
62,803
+13%
增持
AGG
ISHARES TR
+$1.2M
369,575
+4%
增持
QDVO
AMPLIFY ETF TR
+$1.2M
169,965
+50%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$1.2M
157,874
-14%
减持
BITB
BITWISE BITCOIN ETF TR
-$1.2M
111,522
-1%
增持
SCHK
SCHWAB STRATEGIC TR
+$1.2M
72,508
+130%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
31,462
-3%
减持
BUFF
INNOVATOR ETFS TRUST
-$1.2M
63,485
-27%
增持
QCOM
QUALCOMM INC
-$1.2M
76,285
+19%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$1.2M
254,209
+21%
建仓
ACSG
AMERICAN CENTY ETF TR
+$1.1M
28,089
减持
NEE
NEXTERA ENERGY INC
+$1.1M
110,142
-4%
建仓
SETM
SPROTT FDS TR
+$1.0M
31,638
建仓
SPYM
SPDR SERIES TRUST
+$1.0M
13,623
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.0M
40,754
+45%
增持
NVDA
NVIDIA CORPORATION
-$1.0M
109,748
+1%
增持
PYLD
PIMCO ETF TR
+$1.0M
1,162,463
+5%
减持
AEM
AGNICO EAGLE MINES LTD
+$1.0M
31,546
-1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.0M
365,007
+10%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$982.3K
4,820
增持
ULBI
ULTRALIFE CORP
+$976.1K
1,106,154
+1%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$953.2K
2,338
增持
VUG
VANGUARD INDEX FDS
-$951.8K
25,351
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$923.0K
246,127
+2%
增持
PEP
PEPSICO INC
+$916.9K
63,547
+2%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$914.0K
8,834
-44%
减持
JAAA
JANUS DETROIT STR TR
-$912.1K
189,919
-8%
建仓
XME
SPDR SERIES TRUST
+$902.2K
8,353
增持
VTEB
VANGUARD MUN BD FDS
+$896.1K
136,372
+16%
减持
DFAS
DIMENSIONAL ETF TRUST
-$845.6K
84,924
-14%
增持
FRDM
EA SERIES TRUST
+$843.3K
23,438
+175%
减持
AOK
ISHARES TR
-$821.5K
28,075
-42%
减持
LLY
ELI LILLY & CO
-$802.7K
4,902
-1%
增持
PFE
PFIZER INC
+$784.5K
159,836
+7%
增持
VGT
VANGUARD WORLD FD
+$770.3K
3,132
+67%
建仓
FGD
FIRST TR EXCHANGE-TRADED FD
+$769.0K
24,084
减持
RTX
RTX CORPORATION
-$762.5K
48,463
-12%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$750.8K
61,686
-4%
增持
GOOG
ALPHABET INC
-$750.1K
29,952
+1%
增持
VTV
VANGUARD INDEX FDS
+$746.5K
107,454
+1%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$727.7K
33,902
-8%
增持
AUMI
THEMES ETF TR
+$719.8K
14,107
+102%
增持
SCHE
SCHWAB STRATEGIC TR
+$685.9K
297,394
+7%
增持
TXN
TEXAS INSTRS INC
+$682.7K
13,974
+19%
增持
EMR
EMERSON ELEC CO
+$680.6K
107,559
+6%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$676.7K
31,625
-12%
减持
DTCR
GLOBAL X FDS
-$670.9K
55,503
-41%
增持
IEFA
ISHARES TR
+$643.8K
68,640
+10%
增持
EALT
INNOVATOR ETFS TRUST
+$636.9K
38,468
+107%
减持
AVDE
AMERICAN CENTY ETF TR
+$634.9K
275,248
-0%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$625.9K
55,331
+7%
增持
MRK
MERCK & CO INC
+$623.6K
33,780
+3%
减持
GOOGL
ALPHABET INC
-$623.6K
21,117
-1%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$623.6K
661,363
-2%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$618.4K
10,951
+43%
增持
AVIG
AMERICAN CENTY ETF TR
+$617.2K
27,004
+124%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$608.7K
262,401
-0%
减持
ORCL
ORACLE CORP
-$604.6K
12,566
-0%
建仓
EMF
TEMPLETON EMERGING MKTS FD
+$596.6K
34,111
减持
FEOE
RBB FUND TRUST
-$595.5K
9,059
-58%
减持
UNH
UNITEDHEALTH GROUP INC
-$595.0K
8,844
-2%
减持
XLF
SELECT SECTOR SPDR TR
-$593.7K
60,590
-7%
增持
GRNY
TIDAL TRUST I
+$592.3K
180,735
+20%
减持
MDYG
SPDR SERIES TRUST
-$586.6K
5,498
-54%
建仓
XBFR
INNOVATOR ETFS TRUST
+$585.3K
23,849
增持
IGF
ISHARES TR
+$584.7K
79,591
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$580.6K
77,965
+10%
减持
KO
COCA COLA CO
+$578.7K
100,917
-1%
减持
AVLC
AMERICAN CENTY ETF TR
-$578.5K
121,283
-4%
减持
MINT
PIMCO ETF TR
-$573.7K
175,892
-3%
减持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$570.2K
177,664
-5%
增持
DIVO
AMPLIFY ETF TR
+$568.9K
246,888
+5%
减持
GSK
GSK PLC
-$568.5K
175,589
-16%
减持
URI
UNITED RENTALS INC
-$551.0K
6,782
-0%
建仓
EFAA
INVESCO ACTIVELY MANAGED EXC
+$549.0K
10,409
建仓
PICK
ISHARES INC
+$544.0K
9,613
减持
REGL
PROSHARES TR
-$542.8K
23,750
-23%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
+$530.9K
332,204
-2%
减持
HACK
AMPLIFY ETF TR
-$522.9K
13,958
-29%
减持
MLPX
GLOBAL X FDS
+$520.6K
40,311
-1%
建仓
NBFR
INNOVATOR ETFS TRUST
+$499.2K
20,569
减持
PMAY
INNOVATOR ETFS TRUST
-$495.5K
27,588
-32%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$479.4K
2,293
建仓
—
ASTRAZENECA PLC
+$474.3K
2,405
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$471.2K
476,018
+5%
增持
IDVO
AMPLIFY ETF TR
+$465.6K
80,716
+11%
减持
MA
MASTERCARD INCORPORATED
-$459.8K
5,168
-3%
减持
ET
ENERGY TRANSFER L P
+$456.7K
167,350
-0%
建仓
IBRX
IMMUNITYBIO INC
+$450.7K
58,760
增持
CRM
SALESFORCE INC
-$444.5K
5,724
+0%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$443.4K
8,712
+14%
增持
VBK
VANGUARD INDEX FDS
+$443.0K
9,750
+18%
建仓
FNDF
SCHWAB STRATEGIC TR
+$437.3K
8,938
