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
KMI KINDER MORGAN INC DEL $235.48万0.08%70,228 -7,468-9.6% -$25.04万 减仓
UBER UBER TECHNOLOGIES INC $224.54万0.07%31,216 -29,968-49.0% -$215.56万 减仓
GNRC GENERAC HLDGS INC $224.24万0.07%11,480 -4,404-27.7% -$86.02万 减仓
IWR ISHARES TR $223.22万0.07%22,958 -173-0.7% -$1.68万 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $221.70万0.07%84,425 6,4368.3% $16.90万 加仓
IBIT ISHARES BITCOIN TRUST ETF $221.37万0.07%57,618 32,340127.9% $124.25万 加仓
MP MP MATERIALS CORP $220.03万0.07%45,593 42,0371,182.1% $202.87万 重新持有
SNOW SNOWFLAKE INC $217.62万0.07%14,429 2,35419.5% $35.50万 加仓
FANG DIAMONDBACK ENERGY INC $216.41万0.07%10,941 2492.3% $4.93万 加仓
WFC WELLS FARGO & CO $216.25万0.07%27,163 -1,911-6.6% -$15.21万 减仓
TJX TJX COS INC NEW $215.32万0.07%13,483 -41-0.3% -$6,548 减仓
TRV TRAVELERS COMPANIES INC $214.91万0.07%7,368 330.4% $9,626 加仓
IWY ISHARES TR $214.79万0.07%8,631 100.1% $2,489 加仓
RPM RPM INTL INC $214.66万0.07%21,595 70.0% $696 加仓
CMS CMS ENERGY CORP $213.49万0.07%27,518 -4-0.0% -$310 减仓
ICE INTERCONTINENTAL EXCHANGE IN $213.30万0.07%13,561 1,99117.2% $31.32万 加仓
SCHA SCHWAB STRATEGIC TR $210.69万0.07%72,451 -65-0.1% -$1,890 减仓
ABT ABBOTT LABORATORIES $208.13万0.07%20,271 -162-0.8% -$1.66万 减仓
PCN PIMCO CORPORATE & INCM STRG $206.31万0.07%173,373 50,00040.5% $59.50万 加仓
— GUGGENHEIM TAXABLE MUNICP BO $205.35万0.07%141,622 20,00016.4% $29.00万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $204.80万0.07%75,211 5,4277.8% $14.78万 加仓
HBAN HUNTINGTON BANCSHARES INC $203.94万0.07%130,315 -16,902-11.5% -$26.45万 减仓
ISRG INTUITIVE SURGICAL INC $201.59万0.07%4,373 -531-10.8% -$24.48万 减仓
IEMG ISHARES INC $200.84万0.07%28,793 -567-1.9% -$3.95万 减仓
SCHM SCHWAB STRATEGIC TR $200.77万0.07%64,846 40.0% $124 加仓
SCHW SCHWAB CHARLES CORP $197.27万0.07%20,990 1,8619.7% $17.49万 加仓
SO SOUTHERN CO $197.19万0.07%20,430 -1,029-4.8% -$9.93万 减仓
COWZ PACER FDS TR $196.91万0.07%31,474 -1,018-3.1% -$6.37万 减仓
RHP RYMAN HOSPITALITY PPTYS INC $196.09万0.07%21,251 4,47526.7% $41.29万 加仓
ASTS AST SPACEMOBILE INC $195.59万0.07%23,601 -2,722-10.3% -$22.56万 减仓
SYK STRYKER CORPORATION $193.41万0.06%5,885 -466-7.3% -$15.31万 减仓
BKNG BOOKING HOLDINGS INC $190.19万0.06%451 153.4% $6.33万 加仓
XLU SELECT SECTOR SPDR TR $189.92万0.06%41,386 00.0% — 不变
DJD INVESCO EXCHANGE TRADED FD T $186.68万0.06%31,249 00.0% — 不变
VOT VANGUARD INDEX FDS $186.41万0.06%7,242 -73-1.0% -$1.88万 减仓
ACN ACCENTURE PLC IRELAND $185.44万0.06%9,352 -58-0.6% -$1.15万 减仓
OTIS OTIS WORLDWIDE CORP $184.03万0.06%23,875 480.2% $3,700 加仓
O REALTY INCOME CORP $183.48万0.06%29,989 -103,869-77.6% -$635.49万 减仓
BKUI BNY MELLON ETF TRUST $183.39万0.06%36,836 36,836— $183.39万 新建仓
UTF COHEN & STEERS INFRASTRUCTUR $181.48万0.06%70,124 19,31638.0% $49.99万 加仓
RKLB ROCKET LAB CORP $181.42万0.06%28,250 -19,087-40.3% -$122.58万 减仓
GLD SPDR GOLD TR $180.29万0.06%4,190 20.0% $861 加仓
DAL DELTA AIR LINES INC $179.96万0.06%27,069 7,38137.5% $49.07万 加仓
VEU VANGUARD INTL EQUITY INDEX F $179.72万0.06%23,930 7,01741.5% $52.70万 加仓
INTC INTEL CORP $179.52万0.06%40,679 -820-2.0% -$3.62万 减仓
TXN TEXAS INSTRS INC $179.35万0.06%9,237 -21-0.2% -$4,077 减仓
IVW ISHARES TR $174.77万0.06%15,450 -982-6.0% -$11.11万 减仓
MRSH MARSH & MCLENNAN COS INC $171.36万0.06%9,879 2122.2% $3.68万 加仓
MSOS ADVISORSHARES TR $170.77万0.06%481,044 13,5782.9% $4.82万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $168.96万0.06%20,972 20,972— $168.96万 新建仓
VGT VANGUARD WORLD FD $167.71万0.06%2,403 -195-7.5% -$13.61万 减仓
MTZ MASTEC INC $166.85万0.06%5,186 -566-9.8% -$18.21万 减仓
SMG SCOTTS MIRACLE-GRO CO $166.27万0.06%27,343 27,343— $166.27万 新建仓
DGRO ISHARES TR $161.82万0.05%23,057 5412.4% $3.80万 加仓
WM WASTE MGMT INC DEL $160.05万0.05%6,964 79812.9% $18.34万 加仓
SAN BANCO SANTANDER SA $157.67万0.05%139,778 00.0% — 不变
CGMM CAPITAL GROUP EQUITY ETF TR $157.49万0.05%53,642 3,6617.3% $10.75万 加仓
COIN COINBASE GLOBAL INC $157.36万0.05%9,012 2242.5% $3.91万 加仓
DVY ISHARES TR $156.97万0.05%10,367 -333-3.1% -$5.04万 减仓
AGG ISHARES TR $156.15万0.05%15,729 6274.2% $6.22万 加仓
CSX CSX CORP $155.14万0.05%37,792 240.1% $985 加仓
FDX FEDEX CORP $153.83万0.05%4,319 -233-5.1% -$8.30万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $153.09万0.05%32,549 770.2% $3,621 加仓
EPRT ESSENTIAL PPTYS RLTY TR INC $151.80万0.05%50,000 00.0% — 不变
— KRANESHARES TRUST $151.38万0.05%58,903 11,00223.0% $28.28万 加仓
VLO VALERO ENERGY CORP $150.61万0.05%6,095 -2,839-31.8% -$70.15万 减仓
IWP ISHARES TR $149.80万0.05%11,692 360.3% $4,612 加仓
NVS NOVARTIS AG $144.91万0.05%9,487 -316-3.2% -$4.83万 减仓
MDT MEDTRONIC PLC $144.69万0.05%16,698 2051.2% $1.78万 加仓
MMM 3M CO $143.57万0.05%9,885 -147-1.5% -$2.14万 减仓
OKE ONEOK INC NEW $141.28万0.05%15,629 11,367266.7% $102.75万 加仓
MDLZ MONDELEZ INTL INC $140.93万0.05%24,449 -1,671-6.4% -$9.63万 减仓
IWX ISHARES TR $139.45万0.05%15,047 300.2% $2,780 加仓
LTC LTC PPTYS INC $138.83万0.05%37,360 7,01123.1% $26.05万 加仓
HUBB HUBBELL INC $138.38万0.05%2,819 -14,615-83.8% -$717.44万 减仓
ECHO ECHOSTAR CORP $137.12万0.05%11,713 00.0% — 不变
XNEAX NUVEEN AMT FREE QLTY MUN INC $136.64万0.05%121,676 17,50016.8% $19.65万 加仓
QXO QXO INC $135.21万0.05%69,625 -62,629-47.4% -$121.63万 重新持有
— WESTERN ASSET MTG DEFINED OP $134.34万0.04%124,968 500.0% $538 加仓
C CITIGROUP INC $132.64万0.04%11,695 -5,264-31.0% -$59.70万 减仓
USB US BANCORP $131.05万0.04%25,197 4,58022.2% $23.82万 加仓
TEL TE CONNECTIVITY PLC $129.24万0.04%6,182 79814.8% $16.68万 加仓
Q QNITY ELECTRONICS INC $127.85万0.04%11,081 -614-5.3% -$7.08万 减仓
WEC WEC ENERGY GROUP INC $126.04万0.04%10,887 310.3% $3,589 加仓
JPST J P MORGAN EXCHANGE TRADED F $125.48万0.04%24,794 -700-2.7% -$3.54万 减仓
CHAT TIDAL TRUST II $125.39万0.04%20,272 -962-4.5% -$5.95万 减仓
ADBE ADOBE INC $125.38万0.04%5,158 3457.2% $8.39万 加仓
BP BP PLC $125.08万0.04%26,613 -4,332-14.0% -$20.36万 减仓
AMZN AMAZON COM INC 看涨期权 $124.96万0.04%6,000 3,900185.7% $81.23万 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $123.49万0.04%55,277 3,9677.7% $8.86万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $123.06万0.04%19,046 1,5388.8% $9.94万 加仓
AZN ASTRAZENECA PLC $120.44万0.04%6,107 6,107— $120.44万 新建仓
NOC NORTHROP GRUMMAN CORP $119.94万0.04%1,758 00.0% — 不变
IBDX ISHARES TR $119.72万0.04%47,377 1950.4% $4,928 加仓
CME CME GROUP INC $119.40万0.04%4,042 -46-1.1% -$1.36万 减仓
EWW ISHARES INC $117.65万0.04%15,638 -82-0.5% -$6,169 减仓
SMH VANECK ETF TRUST $116.20万0.04%3,030 -10-0.3% -$3,835 减仓
LZB LA Z BOY INC $116.20万0.04%36,154 270.1% $868 加仓
SCCO SOUTHERN COPPER CORP $116.12万0.04%6,748 -250-3.6% -$4.30万 减仓
USIG ISHARES TR $115.19万0.04%22,485 -458-2.0% -$2.35万 减仓