Venture Visionary Partners LLC
Sylvania OH · SEC CIK 0001792283
$35.99亿2026Q2 申报市值
731持仓数
24.3%前十大占比 · 第一大 3.4%
113 / 60新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JEPQ 加仓+$1,740.11万
AAPL 加仓+$1,426.95万
MCD 加仓+$724.98万
IEFA 加仓+$696.24万
VONG 加仓+$653.96万
2026Q2 卖出最多 按季末市值估算
LIN 减仓-$759.83万
AMD 减仓-$607.98万
IBDR 减仓-$488.67万
CRDO 减仓-$485.05万
NBIS 减仓-$467.14万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PWRD | TCW ETF TRUST | $1,071.24万 | 0.30% | 87,121 | 4,967 | 6.0% | $61.07万 | 加仓 |
| IBDS | ISHARES TR | $1,106.13万 | 0.31% | 456,702 | -116,148 | -20.3% | -$281.31万 | 减仓 |
| EFA | ISHARES TR | $1,124.15万 | 0.31% | 108,215 | 2,015 | 1.9% | $20.93万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,129.04万 | 0.31% | 254,517 | 91,131 | 55.8% | $404.26万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,154.87万 | 0.32% | 57,564 | 3,988 | 7.4% | $80.01万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,156.60万 | 0.32% | 304,689 | 66,988 | 28.2% | $254.29万 | 加仓 |
| ITB | ISHARES TR | $1,158.20万 | 0.32% | 110,853 | 1,095 | 1.0% | $11.44万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1,165.57万 | 0.32% | 62,955 | 1,499 | 2.4% | $27.75万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1,172.39万 | 0.33% | 118,915 | 4,252 | 3.7% | $41.92万 | 加仓 |
| IWF | ISHARES TR | $1,175.26万 | 0.33% | 94,649 | -1,927 | -2.0% | -$23.93万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,192.63万 | 0.33% | 135,710 | 2,250 | 1.7% | $19.77万 | 加仓 |
| CSCO | CISCO SYS INC | $1,193.78万 | 0.33% | 101,632 | 9,914 | 10.8% | $116.45万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,211.68万 | 0.34% | 73,098 | 360 | 0.5% | $5.97万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,219.28万 | 0.34% | 138,917 | -4,804 | -3.3% | -$42.16万 | 减仓 |
| APP | APPLOVIN CORP | $1,280.87万 | 0.36% | 24,860 | 237 | 1.0% | $12.21万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,283.52万 | 0.36% | 37,945 | 14,244 | 60.1% | $481.82万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,289.70万 | 0.36% | 120,386 | 2,139 | 1.8% | $22.92万 | 加仓 |
| — | EXXON MOBIL CORP | $1,335.07万 | 0.37% | 97,649 | 6,790 | 7.5% | $92.83万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,339.20万 | 0.37% | 38,940 | 296 | 0.8% | $10.18万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,347.15万 | 0.37% | 236,425 | 1,084 | 0.5% | $6.18万 | 加仓 |
| CB | CHUBB LIMITED | $1,350.60万 | 0.38% | 39,637 | 29 | 0.1% | $9,882 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,387.87万 | 0.39% | 111,243 | 5,923 | 5.6% | $73.90万 | 加仓 |
| NFLX | NETFLIX INC. | $1,390.91万 | 0.39% | 194,805 | -22,658 | -10.4% | -$161.78万 | 减仓 |
| ANDE | ANDERSONS INC | $1,404.10万 | 0.39% | 205,277 | -9,772 | -4.5% | -$66.84万 | 减仓 |
| CR | CRANE COMPANY | $1,410.16万 | 0.39% | 63,216 | 11,673 | 22.6% | $260.39万 | 加仓 |
| ORCL | ORACLE CORP | $1,441.57万 | 0.40% | 98,367 | 18,565 | 23.3% | $272.07万 | 加仓 |
| PSX | PHILLIPS 66 | $1,444.26万 | 0.40% | 85,433 | 4,189 | 5.2% | $70.82万 | 加仓 |
| MCD | MCDONALDS CORP | $1,449.86万 | 0.40% | 53,636 | 26,820 | 100.0% | $724.98万 | 加仓 |
| HD | HOME DEPOT INC | $1,470.81万 | 0.41% | 41,703 | 2,988 | 7.7% | $105.38万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,493.18万 | 0.41% | 494,429 | 44,512 | 9.9% | $134.43万 | 加仓 |
| QCOM | QUALCOMM INC | $1,497.49万 | 0.42% | 81,037 | -3,393 | -4.0% | -$62.70万 | 减仓 |
| AMGN | AMGEN INC | $1,548.37万 | 0.43% | 42,758 | 329 | 0.8% | $11.91万 | 加仓 |
| IBDR | ISHARES TR | $1,604.82万 | 0.45% | 662,326 | -201,681 | -23.3% | -$488.67万 | 减仓 |
| IMTM | ISHARES TR | $1,659.24万 | 0.46% | 311,126 | 19,971 | 6.9% | $106.51万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,661.81万 | 0.46% | 165,717 | 16,143 | 10.8% | $161.88万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,662.91万 | 0.46% | 65,476 | 5,049 | 8.4% | $128.23万 | 加仓 |
| BLK | BLACKROCK INC | $1,668.82万 | 0.46% | 17,355 | 2,035 | 13.3% | $195.68万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,675.66万 | 0.47% | 32,625 | 634 | 2.0% | $32.56万 | 加仓 |
| LLY | ELI LILLY & CO | $1,697.86万 | 0.47% | 14,155 | 1,489 | 11.8% | $178.60万 | 加仓 |
| MS | MORGAN STANLEY | $1,703.12万 | 0.47% | 81,473 | 7,162 | 9.6% | $149.72万 | 加仓 |
| WELL | WELLTOWER INC | $1,734.45万 | 0.48% | 76,416 | -92 | -0.1% | -$2.09万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,742.16万 | 0.48% | 257,868 | -7,604 | -2.9% | -$51.37万 | 减仓 |
| WTV | WISDOMTREE TR | $1,760.62万 | 0.49% | 173,085 | 8,856 | 5.4% | $90.08万 | 加仓 |
| TLT | ISHARES TR | $1,768.21万 | 0.49% | 204,606 | 10,070 | 5.2% | $87.03万 | 加仓 |
| EPI | WISDOMTREE TR | $1,843.26万 | 0.51% | 430,870 | 4,231 | 1.0% | $18.10万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,894.09万 | 0.53% | 55,542 | -2,833 | -4.9% | -$96.61万 | 减仓 |
| IJR | ISHARES TR | $1,964.82万 | 0.55% | 132,480 | 7,390 | 5.9% | $109.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,982.28万 | 0.55% | 39,614 | 1,054 | 2.7% | $52.74万 | 加仓 |
| RDDT | REDDIT INC | $2,012.49万 | 0.56% | 115,940 | 28,288 | 32.3% | $491.02万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,015.85万 | 0.56% | 46,519 | 1,065 | 2.3% | $46.15万 | 加仓 |
| TSLA | TESLA INC | $2,029.71万 | 0.56% | 48,257 | 1,976 | 4.3% | $83.11万 | 加仓 |
| GEV | GE VERNOVA INC | $2,073.88万 | 0.58% | 17,652 | 3,622 | 25.8% | $425.54万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,096.86万 | 0.58% | 36,096 | -10,466 | -22.5% | -$607.98万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,107.91万 | 0.59% | 130,488 | -10,586 | -7.5% | -$171.01万 | 减仓 |
| IVV | ISHARES TR | $2,108.76万 | 0.59% | 28,157 | 3,110 | 12.4% | $232.92万 | 加仓 |
| ARKK | ARK ETF TR | $2,119.66万 | 0.59% | 262,269 | 3,474 | 1.3% | $28.08万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,123.24万 | 0.59% | 669,580 | -15,008 | -2.2% | -$47.59万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2,161.87万 | 0.60% | 64,568 | -1,173 | -1.8% | -$39.27万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,170.34万 | 0.60% | 28,439 | -1,166 | -3.9% | -$88.98万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,210.72万 | 0.61% | 116,035 | -4,914 | -4.1% | -$93.62万 | 减仓 |
| POWL | POWELL INDS INC | $2,212.05万 | 0.61% | 77,247 | -6,465 | -7.7% | -$185.13万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,248.98万 | 0.62% | 456,366 | 37,002 | 8.8% | $182.35万 | 加仓 |
| CAT | CATERPILLAR INC | $2,423.19万 | 0.67% | 22,755 | -1,488 | -6.1% | -$158.46万 | 减仓 |
| IWD | ISHARES TR | $2,611.22万 | 0.73% | 107,710 | 710 | 0.7% | $17.21万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,655.82万 | 0.74% | 121,865 | 7,090 | 6.2% | $154.51万 | 加仓 |
| WMT | WALMART INC | $2,665.47万 | 0.74% | 235,341 | 14,958 | 6.8% | $169.41万 | 加仓 |
| IBDV | ISHARES TR | $2,776.65万 | 0.77% | 1,273,692 | 105,601 | 9.0% | $230.21万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,832.54万 | 0.79% | 41,241 | 1,610 | 4.1% | $110.58万 | 加仓 |
| GOOG | ALPHABET INC | $2,883.81万 | 0.80% | 81,618 | 3,078 | 3.9% | $108.76万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2,982.46万 | 0.83% | 485,267 | 283,129 | 140.1% | $1,740.11万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,046.06万 | 0.85% | 82,317 | 567 | 0.7% | $20.98万 | 加仓 |
| IEFA | ISHARES TR | $3,361.76万 | 0.93% | 348,080 | 72,089 | 26.1% | $696.24万 | 加仓 |
| IBDU | ISHARES TR | $3,454.00万 | 0.96% | 1,491,364 | -2,302 | -0.2% | -$5.33万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,542.67万 | 0.98% | 224,177 | 960 | 0.4% | $15.17万 | 加仓 |
| RTX | RTX CORPORATION | $3,547.22万 | 0.99% | 186,961 | 8,341 | 4.7% | $158.25万 | 加仓 |
| GRNY | TIDAL TRUST I | $3,674.65万 | 1.02% | 1,328,988 | 12,373 | 0.9% | $34.21万 | 加仓 |
| V | VISA INC | $3,798.24万 | 1.06% | 110,706 | 5,691 | 5.4% | $195.25万 | 加仓 |
| AVGO | BROADCOM INC | $4,030.94万 | 1.12% | 106,708 | 7,680 | 7.8% | $290.12万 | 加仓 |
| META | META PLATFORMS INC | $5,908.83万 | 1.64% | 104,898 | 7,740 | 8.0% | $435.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,236.82万 | 1.73% | 311,700 | 29,721 | 10.5% | $594.69万 | 加仓 |
| VO | VANGUARD INDEX FDS | $6,331.52万 | 1.76% | 785,840 | 41,844 | 5.6% | $337.14万 | 加仓 |
| IBDW | ISHARES TR | $6,498.06万 | 1.81% | 3,118,072 | 264,645 | 9.3% | $551.52万 | 加仓 |
| AMZN | AMAZON COM INC | $7,159.60万 | 1.99% | 300,394 | 6,660 | 2.3% | $158.73万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $8,002.63万 | 2.22% | 929,025 | -5,103 | -0.5% | -$43.96万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $8,057.59万 | 2.24% | 378,699 | 6,213 | 1.7% | $132.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8,403.58万 | 2.33% | 256,731 | 8,468 | 3.4% | $277.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,541.28万 | 2.37% | 114,375 | 566 | 0.5% | $42.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,961.77万 | 2.49% | 240,248 | 15,399 | 6.8% | $574.42万 | 加仓 |
| QQQ | INVESCO QQQ TR | $9,641.86万 | 2.68% | 130,932 | 569 | 0.4% | $41.90万 | 加仓 |
| GOOGL | ALPHABET INC | $9,674.26万 | 2.69% | 270,707 | 5,629 | 2.1% | $201.16万 | 加仓 |
| AAPL | APPLE INC | $1.24亿 | 3.44% | 427,438 | 49,314 | 13.0% | $1,426.95万 | 加仓 |