13F 机构持仓

Venture Visionary Partners LLC

Sylvania OH · SEC CIK 0001792283

2026Q22026Q1 更早 9 个季度 🔒
$30.04亿2026Q1 申报市值
662持仓数
24.6%前十大占比 · 第一大 3.2%
57 / 46新建仓 / 清仓
申报市值走势$35.99亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.2%
MSFT 2.8%
GOOGL 2.5%
QQQ 2.5%
SPY 2.5%
JPM 2.4%
RSP 2.4%
VUG 2.3%
AMZN 2.0%
IBDW 2.0%

2026Q1 买入最多 按季末市值估算

SPMD 加仓+$1,513.77万
IBDV 加仓+$1,313.49万
IMTM 加仓+$1,305.28万
ITB 新建仓+$993.87万
GRNY 加仓+$961.65万

2026Q1 卖出最多 按季末市值估算

IBDS 减仓-$1,426.95万
DGRW 减仓-$1,342.31万
VO 减仓-$1,062.03万
QQQ 减仓-$1,020.11万
POWL 减仓-$849.25万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
IEMG ISHARES INC $200.84万0.07%28,793 -567-1.9% -$3.95万 减仓
ISRG INTUITIVE SURGICAL INC $201.59万0.07%4,373 -531-10.8% -$24.48万 减仓
HBAN HUNTINGTON BANCSHARES INC $203.94万0.07%130,315 -16,902-11.5% -$26.45万 减仓
CGMS CAPITAL GRP FIXED INCM ETF T $204.80万0.07%75,211 5,4277.8% $14.78万 加仓
— GUGGENHEIM TAXABLE MUNICP BO $205.35万0.07%141,622 20,00016.4% $29.00万 加仓
PCN PIMCO CORPORATE & INCM STRG $206.31万0.07%173,373 50,00040.5% $59.50万 加仓
ABT ABBOTT LABORATORIES $208.13万0.07%20,271 -162-0.8% -$1.66万 减仓
SCHA SCHWAB STRATEGIC TR $210.69万0.07%72,451 -65-0.1% -$1,890 减仓
ICE INTERCONTINENTAL EXCHANGE IN $213.30万0.07%13,561 1,99117.2% $31.32万 加仓
CMS CMS ENERGY CORP $213.49万0.07%27,518 -4-0.0% -$310 减仓
RPM RPM INTL INC $214.66万0.07%21,595 70.0% $696 加仓
IWY ISHARES TR $214.79万0.07%8,631 100.1% $2,489 加仓
TRV TRAVELERS COMPANIES INC $214.91万0.07%7,368 330.4% $9,626 加仓
TJX TJX COS INC NEW $215.32万0.07%13,483 -41-0.3% -$6,548 减仓
WFC WELLS FARGO & CO $216.25万0.07%27,163 -1,911-6.6% -$15.21万 减仓
FANG DIAMONDBACK ENERGY INC $216.41万0.07%10,941 2492.3% $4.93万 加仓
SNOW SNOWFLAKE INC $217.62万0.07%14,429 2,35419.5% $35.50万 加仓
MP MP MATERIALS CORP $220.03万0.07%45,593 42,0371,182.1% $202.87万 重新持有
IBIT ISHARES BITCOIN TRUST ETF $221.37万0.07%57,618 32,340127.9% $124.25万 加仓
CGCB CAPITAL GRP FIXED INCM ETF T $221.70万0.07%84,425 6,4368.3% $16.90万 加仓
IWR ISHARES TR $223.22万0.07%22,958 -173-0.7% -$1.68万 减仓
GNRC GENERAC HLDGS INC $224.24万0.07%11,480 -4,404-27.7% -$86.02万 减仓
UBER UBER TECHNOLOGIES INC $224.54万0.07%31,216 -29,968-49.0% -$215.56万 减仓
KMI KINDER MORGAN INC DEL $235.48万0.08%70,228 -7,468-9.6% -$25.04万 减仓
DGRW WISDOMTREE TR $237.42万0.08%27,028 -152,811-85.0% -$1,342.31万 减仓
GE GE AEROSPACE $239.06万0.08%8,424 -561-6.2% -$15.92万 减仓
TMO THERMO FISHER SCIENTIFIC INC $241.65万0.08%4,916 2174.6% $10.67万 加仓
PDO PIMCO DYNAMIC INCOME OPRNTS $242.48万0.08%187,532 60,00047.0% $77.58万 加仓
SBRA SABRA HEALTH CARE REIT INC $244.84万0.08%127,319 -4,204-3.2% -$8.08万 减仓
XPEL XPEL INC $245.01万0.08%55,358 00.0% — 不变
KEY KEYCORP $246.46万0.08%122,922 -7,085-5.4% -$14.21万 减仓
CARR CARRIER GLOBAL CORPORATION $251.53万0.08%44,669 -87-0.2% -$4,899 减仓
PGR PROGRESSIVE CORP $252.66万0.08%12,745 -1,015-7.4% -$20.12万 减仓
CGGO CAPITAL GROUP GBL GROWTH EQT $254.20万0.08%76,177 5,1047.2% $17.03万 加仓
XJQCX NUVEEN CR STRATEGIES INCOME $260.77万0.09%535,467 50,00010.3% $24.35万 加仓
UNH UNITEDHEALTH GROUP INC $262.24万0.09%9,691 -1,469-13.2% -$39.75万 减仓
CFG CITIZENS FINL GROUP INC $264.03万0.09%44,027 1,4733.5% $8.83万 加仓
T AT&T INC $265.94万0.09%91,734 -597-0.6% -$1.73万 减仓
STLD STEEL DYNAMICS INC $276.12万0.09%15,339 -761-4.7% -$13.70万 减仓
ARM ARM HOLDINGS PLC $277.04万0.09%18,313 -722-3.8% -$10.92万 减仓
TGT TARGET CORP $277.92万0.09%22,930 1,0014.6% $12.13万 加仓
WHR WHIRLPOOL CORP $278.50万0.09%51,650 8,24319.0% $44.45万 加仓
ROK ROCKWELL AUTOMATION INC $279.76万0.09%7,795 1331.7% $4.77万 加仓
ET ENERGY TRANSFER L P $280.13万0.09%145,142 -569-0.4% -$1.10万 减仓
IBM INTERNATIONAL BUSINESS MACHS $280.75万0.09%11,582 280.2% $6,787 加仓
GBIL GOLDMAN SACHS ETF TR $282.06万0.09%28,152 -9,806-25.8% -$98.25万 减仓
DE DEERE & CO $284.54万0.09%5,051 731.5% $4.11万 加仓
IBDT ISHARES TR $290.48万0.10%114,680 2,6992.4% $6.84万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $293.27万0.10%81,690 3,7504.8% $13.46万 加仓
AES AES CORP $296.61万0.10%210,513 -33,837-13.8% -$47.68万 减仓
FIX COMFORT SYS USA INC $305.47万0.10%2,215 -531-19.3% -$73.23万 减仓
URI UNITED RENTALS INC $306.53万0.10%4,207 170.4% $1.24万 加仓
MAR MARRIOTT INTL INC NEW $325.74万0.11%9,959 -85-0.8% -$2.78万 减仓
BMY BRISTOL-MYERS SQUIBB CO $327.80万0.11%54,048 -2,410-4.3% -$14.62万 减仓
NBIS NEBIUS GROUP N.V. $336.10万0.11%32,392 -19,070-37.1% -$197.87万 减仓
BXSL BLACKSTONE SECD LENDING FD $345.86万0.12%145,992 20,00015.9% $47.38万 加仓
VEA VANGUARD TAX-MANAGED FDS $347.31万0.12%54,198 1,5252.9% $9.77万 加仓
PRU PRUDENTIAL FINL INC $354.09万0.12%36,246 -146-0.4% -$1.43万 减仓
— HONEYWELL INTL INC $363.46万0.12%16,080 -2,616-14.0% -$59.13万 减仓
CGUS CAPITAL GROUP CORE EQUITY ET $367.77万0.12%95,723 6,2146.9% $23.87万 加仓
BLW BLACKROCK LTD DURATION INCOM $378.86万0.13%300,917 33,12512.4% $41.70万 加仓
UNP UNION PAC CORP $391.06万0.13%16,118 2811.8% $6.82万 加仓
NE NOBLE CORP PLC $395.89万0.13%80,677 19,32231.5% $94.81万 加仓
AMAT APPLIED MATLS INC $402.74万0.13%11,782 9018.3% $30.80万 加仓
NOBL PROSHARES TR $403.12万0.13%38,026 -891-2.3% -$9.45万 减仓
ETN EATON CORP PLC $407.40万0.14%11,390 870.8% $3.11万 加仓
PEP PEPSICO INC $410.47万0.14%26,432 1890.7% $2.94万 加仓
SPDW SPDR INDEX SHS FDS $418.93万0.14%91,770 3,9974.6% $18.25万 加仓
COP CONOCOPHILLIPS $424.38万0.14%32,149 7,99633.1% $105.55万 加仓
GS GOLDMAN SACHS GROUP INC $426.30万0.14%5,039 4339.4% $36.63万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $429.97万0.14%45,805 18,02764.9% $169.22万 加仓
IRM IRON MTN INC DEL $430.76万0.14%42,173 6,41117.9% $65.48万 加仓
CGGR CAPITAL GROUP GROWTH ETF $433.03万0.14%107,746 6,1066.0% $24.54万 加仓
VST VISTRA CORP $435.10万0.14%28,942 17,948163.3% $269.82万 加仓
SPHD INVESCO EXCH TRADED FD TR II $441.70万0.15%89,033 9,64812.2% $47.86万 加仓
SPG SIMON PPTY GROUP INC NEW $441.85万0.15%23,687 6732.9% $12.55万 加仓
PM PHILIP MORRIS INTL INC $442.91万0.15%26,787 5552.1% $9.18万 加仓
PFE PFIZER INC $447.59万0.15%159,396 5060.3% $1.42万 加仓
MRVL MARVELL TECHNOLOGY INC $447.81万0.15%45,210 41,4921,116.0% $410.98万 加仓
SCHB SCHWAB STRATEGIC TR $450.52万0.15%179,491 -11,778-6.2% -$29.56万 减仓
UPS UNITED PARCEL SVCS INC $452.46万0.15%45,991 7,37719.1% $72.58万 加仓
BA BOEING CO $452.47万0.15%22,733 9164.2% $18.23万 加仓
IGV ISHARES TR $454.98万0.15%56,836 46,176433.2% $369.64万 加仓
RKT ROCKET COS INC $473.17万0.16%332,050 117,41154.7% $167.31万 加仓
TFC TRUIST FINL CORP $476.22万0.16%103,592 -502-0.5% -$2.31万 减仓
GLW CORNING INC $490.48万0.16%36,072 -42,569-54.1% -$578.82万 减仓
FHN FIRST HORIZON CORPORATION $490.89万0.16%215,679 9,4814.6% $21.58万 加仓
DIA STATE STR SPDR DOW JONES IND $492.29万0.16%10,627 -12-0.1% -$5,559 减仓
VWO VANGUARD INTL EQUITY INDEX F $494.29万0.16%91,451 3,3643.8% $18.18万 加仓
RYLD GLOBAL X FDS $495.50万0.16%331,436 50,48918.0% $75.48万 加仓
PFFA ETFIS SER TR I $503.48万0.17%247,290 60,10432.1% $122.37万 加仓
CRCL CIRCLE INTERNET GROUP INC $514.66万0.17%53,941 44,123449.4% $420.98万 加仓
MRK MERCK & CO INC $518.36万0.17%43,092 -821-1.9% -$9.88万 减仓
ALL ALLSTATE CORP $519.47万0.17%25,053 4,90424.3% $101.68万 加仓
EEM ISHARES TR $534.18万0.18%94,062 1,6981.8% $9.64万 加仓
KKR KKR & CO INC $538.87万0.18%58,256 38,216190.7% $353.50万 加仓
SPYD SPDR SERIES TRUST $541.94万0.18%119,055 10,5219.7% $47.89万 加仓
MELI MERCADOLIBRE INC $552.42万0.18%3,195 77432.0% $133.83万 加仓
FITB FIFTH THIRD BANCORP $554.03万0.18%119,248 10,3349.5% $48.01万 加仓
VT VANGUARD INTL EQUITY INDEX F $578.58万0.19%41,829 2,5536.5% $35.31万 加仓