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VOISARD ASSET MANAGEMENT GROUP, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
VOISARD ASSET MANAGEMENT GROUP, INC.
报告期 2026-03-31 · CIK 0002011215
持仓数
104
前50大市值合计
$449.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 2
增持 28
减持 17
清仓 103
方向
标的
Δ市值
现股数(环比)
增持
SPTM
SPDR SER TR
+$28.7M
410,794
+4736%
减持
AGG
ISHARES TR
-$22.1M
144,569
-59%
增持
SLQD
ISHARES TR
+$22.1M
455,861
+3606%
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
SPTI
SPDR SER TR
+$20.7M
775,374
+2410%
增持
AVLV
AMERICAN CENTY ETF TR
+$20.5M
317,834
+2614%
增持
IUSG
ISHARES TR
+$15.3M
122,130
+842%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$8.1M
704,793
-16%
增持
MBB
ISHARES TR
+$7.2M
82,102
+2221%
增持
SCHF
SCHWAB STRATEGIC TR
+$6.8M
963,954
+259%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$6.0M
31,155
-51%
减持
SPY
SPDR S&P 500 ETF TR
-$5.3M
24,687
-28%
减持
SPSM
SPDR SER TR
-$4.2M
84,471
-52%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.0M
48,770
+566%
增持
SCHX
SCHWAB STRATEGIC TR
-$3.6M
256,913
+82%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$3.5M
138,146
增持
SCHM
SCHWAB STRATEGIC TR
-$3.5M
138,473
+58%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.4M
62,046
+617%
减持
SPYM
SPDR SER TR
-$3.3M
35,444
-58%
增持
SUB
ISHARES TR
+$2.4M
24,598
+1556%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.1M
39,684
-51%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.2M
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$995.4K
264,776
-5%
增持
AVUS
AMERICAN CENTY ETF TR
+$937.4K
12,272
+363%
增持
MUB
ISHARES TR
+$739.8K
9,336
+298%
增持
DFAE
DIMENSIONAL ETF TRUST
-$631.2K
481,234
+3%
减持
SCHE
SCHWAB STRATEGIC TR
-$615.7K
15,516
-56%
减持
IMCG
ISHARES TR
-$600.9K
4,096
-67%
清仓
GRID
FIRST TR EXCHANGE-TRADED FD
-$553.4K
0
-100%
增持
IXUS
ISHARES TR
+$530.0K
11,360
+273%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$509.4K
5,800
清仓
EFG
ISHARES TR
-$367.4K
0
-100%
清仓
BSMO
INVESCO EXCH TRD SLF IDX FD
-$364.0K
0
-100%
清仓
USMV
ISHARES TR
-$362.7K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$356.0K
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$333.4K
15,389
+746%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$268.4K
6,480
-39%
清仓
JAAA
JANUS HENDERSON AAA CLO ETF
-$252.5K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$247.8K
2,990
-22%
增持
SCHB
SCHWAB STRATEGIC TR
-$223.9K
31,338
+123%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$207.2K
19,493
+18%
清仓
JNJ
JOHNSON & JOHNSON
-$205.3K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$204.4K
0
-100%
清仓
SMH
VANECK ETF TRUST
-$204.2K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$202.6K
0
-100%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$198.8K
18,977
+81%
清仓
DFUS
DIMENSIONAL US MARKETWIDE VA
-$196.0K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$194.2K
0
-100%
清仓
IWD
ISHARES TR
-$189.4K
0
-100%
减持
LLY
ELI LILLY & CO
-$184.3K
484
-23%
增持
AVGO
BROADCOM INC
+$176.8K
2,935
+1%
清仓
—
MEDTRONIC PLC
-$173.7K
0
-100%
清仓
PEP
PEPSICO INC
-$173.3K
0
-100%
清仓
ORCL
ORACLE CORP
-$171.8K
0
-100%
清仓
VPU
VANGUARD WORLD FD
-$170.6K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
-$169.0K
28,072
+62%
清仓
DFLV
DIMENSIONAL ETF TRUST
-$168.6K
0
-100%
清仓
FNDX
SCHWAB STRATEGIC TR
-$166.5K
0
-100%
清仓
—
LAM RESEARCH CORP
-$163.2K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$162.2K
0
-100%
清仓
BOXX
EA SERIES TRUST
-$160.3K
0
-100%
清仓
IJK
ISHARES TR
-$156.6K
0
-100%
清仓
MLR
MILLER INDS INC TENN
-$154.1K
0
-100%
清仓
KMX
CARMAX INC
-$153.2K
0
-100%
清仓
WTFC
WINTRUST FINL CORP
-$148.0K
0
-100%
清仓
DFAI
DIMENSIONAL ETF TRUST
-$147.7K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$147.3K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$147.2K
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$145.6K
0
-100%
清仓
VHT
VANGUARD WORLD FD
-$142.8K
0
-100%
清仓
IWP
ISHARES TR
-$138.1K
0
-100%
清仓
RSPE
INVESCO EXCH TRADED FD TR II
-$135.1K
0
-100%
减持
AAPL
APPLE INC
+$134.3K
8,593
-1%
清仓
GEV
GE VERNOVA INC
-$134.1K
0
-100%
清仓
—
PERRIGO CO PLC
-$133.8K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$131.6K
0
-100%
清仓
FITB
FIFTH THIRD BANCORP
-$130.2K
0
-100%
增持
DFUV
DIMENSIONAL ETF TRUST
+$126.9K
16,287
+26%
清仓
ENB
ENBRIDGE INC
-$123.3K
0
-100%
清仓
IWR
ISHARES TR
-$121.1K
0
-100%
清仓
KO
COCA COLA CO
-$120.0K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$117.6K
0
-100%
清仓
IJJ
ISHARES TR
-$115.7K
0
-100%
清仓
CATH
GLOBAL X FDS
-$112.3K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$109.6K
0
-100%
增持
GOOGL
ALPHABET INC
+$109.4K
4,312
+1%
清仓
BSCR
INVESCO EXCH TRD SLF IDX FD
-$107.8K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$107.2K
0
-100%
清仓
ABBV
ABBVIE INC
-$105.8K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$105.4K
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$103.8K
0
-100%
清仓
BSJR
INVESCO EXCH TRD SLF IDX FD
-$101.8K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$101.4K
0
-100%
清仓
HPQ
HP INC
-$101.2K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$100.2K
0
-100%
清仓
MFC
MANULIFE FINL CORP
-$99.1K
0
-100%
清仓
NEM
NEWMONT CORP
-$97.4K
0
-100%
清仓
BA
BOEING CO
-$97.0K
0
-100%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$95.2K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$93.5K
6,325
+2%
清仓
DBEF
DBX ETF TR
-$92.4K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$90.7K
0
-100%
减持
AMZN
AMAZON COM INC
+$89.8K
3,611
-4%
清仓
EFA
ISHARES TR
-$89.5K
0
-100%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$89.3K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$88.7K
0
-100%
清仓
FSLR
FIRST SOLAR INC
-$85.6K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$85.6K
0
-100%
清仓
VSGX
VANGUARD WORLD FD
-$84.3K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$82.5K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$80.5K
32,616
+11%
清仓
C
CITIGROUP INC
-$79.3K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$78.6K
0
-100%
清仓
—
BLACKROCK INC
-$78.3K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$78.0K
0
-100%
减持
IEFA
ISHARES TR
-$77.7K
7,825
-3%
清仓
PFE
PFIZER INC
-$77.4K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$76.8K
0
-100%
清仓
UFOX
ETF SER SOLUTIONS
-$76.1K
0
-100%
清仓
PVH
PVH CORPORATION
-$76.1K
0
-100%
清仓
AMGN
AMGEN INC
-$75.7K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$73.9K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$72.8K
4,762
-6%
清仓
MRK
MERCK & CO INC
-$72.7K
0
-100%
清仓
—
TOTALENERGIES SE
-$72.4K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$72.1K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$71.9K
0
-100%
清仓
SNSR
GLOBAL X FDS
-$69.8K
0
-100%
清仓
LVHI
LEGG MASON ETF INVT
-$69.2K
0
-100%
清仓
ENVX
ENOVIX CORPORATION
-$65.4K
0
-100%
清仓
USB
US BANCORP DEL
-$65.3K
0
-100%
清仓
PATH
UIPATH INC
-$64.0K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$63.0K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$62.1K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$61.4K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$61.4K
801
+0%
清仓
VBR
VANGUARD INDEX FDS
-$60.2K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$59.8K
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC
-$59.3K
0
-100%
清仓
F
FORD MTR CO
-$59.2K
0
-100%
清仓
IBB
ISHARES TR
-$59.0K
0
-100%
清仓
YUM
YUM BRANDS INC
-$58.7K
0
-100%
清仓
FAST
FASTENAL CO
-$58.1K
0
-100%
清仓
DIS
DISNEY WALT CO
-$58.1K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$57.5K
0
-100%
清仓
LOW
LOWES COS INC
-$56.6K
0
-100%
清仓
CMS
CMS ENERGY CORP
-$56.4K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$55.9K
0
-100%
清仓
EEMV
ISHARES INC
-$53.3K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$53.0K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$52.9K
5,741
+0%