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
AAPL APPLE INC $9,596.42万3.19%378,124 3,0290.8% $76.87万 加仓
MSFT MICROSOFT CORP $8,323.24万2.77%224,849 7,8743.6% $291.47万 加仓
GOOGL ALPHABET INC $7,622.59万2.54%265,078 -5,081-1.9% -$146.11万 减仓
QQQ INVESCO QQQ TR $7,524.34万2.51%130,363 -17,674-11.9% -$1,020.11万 减仓
SPY STATE STR SPDR S&P 500 ETF T $7,401.56万2.46%113,809 -5,872-4.9% -$381.89万 减仓
JPM JPMORGAN CHASE & CO $7,302.92万2.43%248,263 7,5383.1% $221.74万 加仓
RSP INVESCO EXCHANGE TRADED FD T $7,148.77万2.38%372,486 -2,736-0.7% -$52.51万 减仓
VUG VANGUARD INDEX FDS $6,800.32万2.26%155,688 -5,033-3.1% -$219.84万 减仓
AMZN AMAZON COM INC $6,117.61万2.04%293,734 24,6489.2% $513.34万 加仓
IBDW ISHARES TR $5,972.22万1.99%2,853,427 212,6768.1% $445.13万 加仓
META META PLATFORMS INC $5,558.75万1.85%97,158 9,07510.3% $519.21万 加仓
VO VANGUARD INDEX FDS $5,341.55万1.78%185,999 -36,981-16.6% -$1,062.03万 减仓
NVDA NVIDIA CORPORATION $4,917.73万1.64%281,979 4960.2% $8.65万 加仓
IBDU ISHARES TR $3,474.27万1.16%1,493,666 142,04910.5% $330.41万 加仓
RTX RTX CORPORATION $3,445.60万1.15%178,620 9330.5% $18.00万 加仓
VYM VANGUARD WHITEHALL FDS $3,305.85万1.10%223,217 2,4111.1% $35.71万 加仓
V VISA INC $3,173.99万1.06%105,015 2,8842.8% $87.17万 加仓
GRNY TIDAL TRUST I $3,142.76万1.05%1,316,615 402,87044.1% $961.65万 加仓
AVGO BROADCOM INC $3,065.05万1.02%99,028 -83-0.1% -$2.57万 减仓
WMT WALMART INC $2,738.93万0.91%220,383 -2,838-1.3% -$35.27万 减仓
VTI VANGUARD INDEX FDS $2,622.65万0.87%81,750 -2,078-2.5% -$66.67万 减仓
IBDV ISHARES TR $2,556.95万0.85%1,168,091 600,041105.6% $1,313.49万 加仓
IEFA ISHARES TR $2,498.55万0.83%275,991 3,3111.2% $29.97万 加仓
VOO VANGUARD INDEX FDS $2,368.19万0.79%39,631 -130-0.3% -$7.77万 减仓
IWD ISHARES TR $2,286.29万0.76%107,000 -2,139-2.0% -$45.70万 减仓
GOOG ALPHABET INC $2,253.02万0.75%78,540 -2,269-2.8% -$65.09万 减仓
VTV VANGUARD INDEX FDS $2,251.91万0.75%114,775 -1,097-0.9% -$21.52万 减仓
SCHD SCHWAB STRATEGIC TR $2,100.32万0.70%684,588 -7,600-1.1% -$23.32万 减仓
IBDR ISHARES TR $2,094.35万0.70%864,007 34,4504.2% $83.51万 加仓
NFLX NETFLIX INC. $2,090.91万0.70%217,463 20,04810.2% $192.76万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,847.83万0.62%38,560 -718-1.8% -$34.41万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $1,783.98万0.59%419,364 8,4192.0% $35.81万 加仓
ARKK ARK ETF TR $1,749.20万0.58%258,795 -25,062-8.8% -$169.39万 减仓
EPI WISDOMTREE TR $1,740.69万0.58%426,639 -25,142-5.6% -$102.58万 减仓
TSLA TESLA INC $1,720.50万0.57%46,281 -478-1.0% -$17.77万 减仓
CAT CATERPILLAR INC $1,717.54万0.57%24,243 -4,086-14.4% -$289.48万 减仓
TLT ISHARES TR $1,686.43万0.56%194,536 45,75530.8% $396.65万 加仓
VRT VERTIV HOLDINGS CO $1,647.36万0.55%65,741 -10,819-14.1% -$271.11万 减仓
IVV ISHARES TR $1,636.20万0.54%25,047 -950-3.7% -$62.06万 减仓
XLK SELECT SECTOR SPDR TR $1,607.42万0.54%120,949 -2,381-1.9% -$31.64万 减仓
MA MASTERCARD INCORPORATED $1,598.49万0.53%31,991 3381.1% $16.89万 加仓
SPMO INVESCO EXCH TRADED FD TR II $1,581.58万0.53%141,074 23,77720.3% $266.56万 加仓
SPMD SPDR SERIES TRUST $1,572.13万0.52%265,472 255,6182,594.1% $1,513.77万 加仓
WTV WISDOMTREE TR $1,555.75万0.52%164,229 13,7789.2% $130.52万 加仓
IJR ISHARES TR $1,555.01万0.52%125,090 1,5871.3% $19.73万 加仓
ANDE ANDERSONS INC $1,543.62万0.51%215,049 -98,961-31.5% -$710.34万 减仓
— EXXON MOBIL CORP $1,541.53万0.51%90,859 -2,532-2.7% -$42.96万 减仓
WELL WELLTOWER INC $1,512.66万0.50%76,508 2,3643.2% $46.74万 加仓
POWL POWELL INDS INC $1,509.88万0.50%27,904 -15,695-36.0% -$849.25万 减仓
CVX CHEVRON CORPORATION $1,504.97万0.50%72,738 -7,652-9.5% -$158.32万 减仓
AMGN AMGEN INC $1,492.89万0.50%42,429 640.2% $2.25万 加仓
PSX PHILLIPS 66 $1,480.11万0.49%81,244 -15,300-15.8% -$278.74万 减仓
JNJ JOHNSON & JOHNSON $1,477.11万0.49%60,427 -1,632-2.6% -$39.89万 减仓
BLK BLACKROCK INC $1,473.42万0.49%15,320 2,61420.6% $251.41万 加仓
IMTM ISHARES TR $1,398.13万0.47%291,155 271,8201,405.8% $1,305.28万 加仓
IBDS ISHARES TR $1,388.59万0.46%572,850 -588,674-50.7% -$1,426.95万 减仓
PG PROCTER & GAMBLE CO $1,356.12万0.45%93,888 -401-0.4% -$5.79万 减仓
NEE NEXTERA ENERGY INC $1,334.88万0.44%143,721 -16,828-10.5% -$156.30万 减仓
XLC SELECT SECTOR SPDR TR $1,310.89万0.44%118,247 8360.7% $9.27万 加仓
LIN LINDE PLC $1,306.53万0.43%26,354 3441.3% $17.05万 加仓
CB CHUBB LTD SWITZ $1,290.96万0.43%39,608 -363-0.9% -$11.83万 减仓
HD HOME DEPOT INC $1,273.31万0.42%38,715 -2,961-7.1% -$97.39万 减仓
GEV GE VERNOVA INC $1,224.68万0.41%14,030 6,73992.4% $588.25万 加仓
MS MORGAN STANLEY $1,222.94万0.41%74,311 8,11812.3% $133.60万 加仓
RDDT REDDIT INC $1,180.24万0.39%87,652 45,761109.2% $616.17万 加仓
RF REGIONS FINANCIAL CORP NEW $1,175.18万0.39%449,917 9,1232.1% $23.83万 加仓
ORCL ORACLE CORP $1,173.97万0.39%79,802 55,152223.7% $811.34万 加仓
LLY ELI LILLY & CO $1,165.00万0.39%12,666 -257-2.0% -$23.64万 减仓
AVUV AMERICAN CENTY ETF TR $1,163.48万0.39%105,320 4,8904.9% $54.02万 加仓
CRWD CROWDSTRIKE HLDGS INC $1,155.83万0.38%29,605 1,8396.6% $71.80万 加仓
VV VANGUARD INDEX FDS $1,154.90万0.38%38,644 -275-0.7% -$8.22万 减仓
BAC BANK AMERICA CORP $1,147.29万0.38%235,341 -371-0.2% -$1.81万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $1,122.28万0.37%202,138 17,4519.4% $96.89万 加仓
SHOP SHOPIFY INC $1,100.26万0.37%92,755 6,8257.9% $80.96万 加仓
QCOM QUALCOMM INC $1,087.30万0.36%84,430 21,18433.5% $272.81万 加仓
HOOD ROBINHOOD MKTS INC $1,036.55万0.35%149,574 40,85237.6% $283.10万 加仓
EFA ISHARES TR $1,031.53万0.34%106,200 -432-0.4% -$4.20万 减仓
IWF ISHARES TR $1,029.53万0.34%24,144 2811.2% $11.98万 加仓
LMT LOCKHEED MARTIN CORP $1,027.35万0.34%16,998 1901.1% $11.48万 加仓
SPYM SPDR SERIES TRUST $1,021.51万0.34%133,460 -2,625-1.9% -$20.09万 减仓
PLTR PALANTIR TECHNOLOGIES INC $1,010.14万0.34%69,055 -4,935-6.7% -$72.19万 减仓
ITB ISHARES TR $993.87万0.33%109,758 109,758— $993.87万 新建仓
APP APPLOVIN CORP $980.00万0.33%24,623 2441.0% $9.71万 加仓
COF CAPITAL ONE FINL CORP $977.40万0.33%53,576 45,837592.3% $836.22万 加仓
LRCX LAM RESEARCH CORP $971.18万0.32%45,454 -16,305-26.4% -$348.38万 减仓
AEP AMERICAN ELEC PWR CO INC $970.86万0.32%74,066 3,2354.6% $42.40万 加仓
JGRO J P MORGAN EXCHANGE TRADED F $969.14万0.32%114,663 -76,506-40.0% -$646.63万 减仓
CINF CINCINNATI FINL CORP $967.02万0.32%61,456 1,9333.2% $30.42万 加仓
AMD ADVANCED MICRO DEVICES INC $947.21万0.32%46,562 -787-1.7% -$16.01万 减仓
VIG VANGUARD SPECIALIZED FUNDS $938.93万0.31%43,658 -3,575-7.6% -$76.89万 减仓
PANW PALO ALTO NETWORKS INC $935.87万0.31%58,375 4,4998.4% $72.13万 加仓
COST COSTCO WHOLESALE CORPORATION $916.59万0.31%9,198 730.8% $7.27万 加仓
AMP AMERIPRISE FINL INC $882.03万0.29%19,847 3,03518.1% $134.88万 加仓
CR CRANE COMPANY $881.39万0.29%51,543 8491.7% $14.52万 加仓
VZ VERIZON COMMUNICATIONS INC $867.72万0.29%172,852 29,81120.8% $149.65万 加仓
VB VANGUARD INDEX FDS $833.65万0.28%31,828 -435-1.3% -$11.39万 减仓
MCD MCDONALDS CORP $833.42万0.28%26,816 1,4985.9% $46.56万 加仓
KO COCA COLA CO $831.78万0.28%109,373 -802-0.7% -$6.10万 减仓
CGBL CAPITAL GROUP CORE BALANCED $817.93万0.27%237,701 13,4906.0% $46.42万 加仓
SBUX STARBUCKS CORP $813.06万0.27%90,753 2,3752.7% $21.28万 加仓