13F 机构持仓

Visionary Wealth Advisors

O'FALLON IL · SEC CIK 0001802984

2026Q22026Q1 更早 9 个季度 🔒
$22.60亿2026Q1 申报市值
638持仓数
22.3%前十大占比 · 第一大 4.5%
50 / 18新建仓 / 清仓
申报市值走势$25.33亿2026Q2
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 4.5%
IVV 3.0%
PWR 2.3%
SCHX 2.1%
SCHF 2.0%
MSFT 1.9%
SCHG 1.8%
AVLV 1.7%
AGG 1.6%
PYLD 1.3%

2026Q1 买入最多 按季末市值估算

FEGE 新建仓+$1,455.18万
BALT 加仓+$454.94万
CSRE 加仓+$431.35万
RAAX 新建仓+$407.42万
INNOVATOR ETFS T 加仓+$376.11万

2026Q1 卖出最多 按季末市值估算

JSCP 减仓-$424.62万
QQQM 减仓-$365.25万
PWR 减仓-$276.54万
XLK 减仓-$255.61万
JPIE 减仓-$250.46万

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
MSFT MICROSOFT CORP 看涨期权 $00.00%0 -7,500-100.0% -$362.71万 清仓
NSC NORFOLK SOUTHN CORP $00.00%0 -5,627-100.0% -$162.46万 清仓
FTNT FORTINET INC $00.00%0 -5,307-100.0% -$42.14万 清仓
AZN ASTRAZENECA PLC $00.00%0 -2,098-100.0% -$38.58万 清仓
MCHI ISHARES TR $00.00%0 -4,872-100.0% -$29.27万 清仓
TTD THE TRADE DESK INC $00.00%0 -7,562-100.0% -$28.71万 清仓
CLOI VANECK ETF TRUST $00.00%0 -5,416-100.0% -$28.60万 清仓
— BLACKROCK ETF TRUST $00.00%0 -6,997-100.0% -$26.11万 清仓
SOXL DIREXION SHS ETF TR $00.00%0 —— — 申报中断
GQGU ADVISORS INNER CIRCLE FD III $00.00%0 -10,469-100.0% -$25.70万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -11,789-100.0% -$25.48万 清仓
— GLOBAL X FDS $00.00%0 -5,553-100.0% -$25.33万 清仓
BMNR BITMINE IMMERSION TECNOLOGIE $00.00%0 —— — 申报中断
VLO VALERO ENERGY CORP $00.00%0 -1,507-100.0% -$24.53万 清仓
PAYX PAYCHEX INC $00.00%0 -2,058-100.0% -$23.09万 清仓
AUSF GLOBAL X FDS $00.00%0 -4,734-100.0% -$21.95万 清仓
— INNOVATOR ETFS TRUST $00.00%0 —— — 申报中断
— INNOVATOR ETFS TRUST $00.00%0 —— — 申报中断
CTOS CUSTOM TRUCK ONE SOURCE INC $00.00%0 -35,000-100.0% -$20.16万 清仓
— AMPLIFY ENERGY CORP NEW $00.00%0 -11,500-100.0% -$5.26万 清仓
— FORTRESS BIOTECH INC $00.00%0 -11,235-100.0% -$4.11万 清仓
— PRAIRIE OPER CO $00.00%0 -10,120-100.0% -$1.71万 清仓
— CUE BIOPHARMA INC $6,7330.00%29,285 29,285— $6,733 新建仓
— BANZAI INTERNATIONAL INC $1.18万0.00%12,385 12,385— $1.18万 新建仓
— AMERICAN BITCOIN CORP. $1.29万0.00%14,005 00.0% — 不变
— HEALTH CATALYST INC $1.73万0.00%13,650 13,650— $1.73万 新建仓
— CEA INDUSTRIES INC $4.44万0.00%15,202 15,202— $4.44万 新建仓
DNN DENISON MINES CORP $4.59万0.00%13,000 5004.0% $1,765 加仓
FSCO FS CREDIT OPPORTUNITIES CORP $5.89万0.00%11,545 2722.4% $1,387 加仓
— DEFI TECHNOLOGIES INC $6.72万0.00%121,600 9,0008.0% $4,972 加仓
MPT MEDICAL PROPERTIES TRUST INC $10.22万0.00%22,075 -300-1.3% -$1,389 减仓
NAT NORDIC AMERICAN TANKERS LIMI $10.26万0.00%17,500 00.0% — 不变
— VOLATILITY SHS TR $11.71万0.01%14,010 8006.1% $6,688 加仓
OWL BLUE OWL CAPITAL INC $11.91万0.01%13,048 -2,455-15.8% -$2.24万 减仓
IVR INVESCO MORTGAGE CAPITAL INC $12.04万0.01%14,900 00.0% — 不变
— MESOBLAST LTD $15.88万0.01%10,325 00.0% — 不变
— BITWISE ETHEREUM ETF $17.05万0.01%11,368 8337.9% $1.25万 加仓
— GRAYSCALE ETHEREUM STAKING E $17.27万0.01%10,115 -500-4.7% -$8,535 减仓
— TIDAL TRUST II $17.61万0.01%22,488 2,38611.9% $1.87万 加仓
UAMY UNITED STATES ANTIMONY CORP $18.87万0.01%21,611 -1,300-5.7% -$1.13万 减仓
BCRX BIOCRYST PHARMACEUTICALS INC $18.94万0.01%19,890 -200-1.0% -$1,904 减仓
AGNC AGNC INVT CORP $19.59万0.01%19,529 -134-0.7% -$1,344 减仓
ITW ILLINOIS TOOL WKS INC $20.02万0.01%769 -110-12.5% -$2.86万 重新持有
MAGS LISTED FDS TR $20.30万0.01%3,504 2587.9% $1.49万 加仓
ACWI ISHARES TR $20.31万0.01%1,468 00.0% — 不变
— INNOVATOR ETFS TRUST $20.36万0.01%10,230 10,230— $20.36万 新建仓
SJM SMUCKER J M CO $20.38万0.01%2,113 -116-5.2% -$1.12万 减仓
CME CME GROUP INC $20.41万0.01%691 691— $20.41万 新建仓
DXYZ DESTINY TECH100 INC $20.44万0.01%7,633 -214-2.7% -$5,731 减仓
CEG CONSTELLATION ENERGY CORP $20.61万0.01%738 -20-2.6% -$5,586 减仓
TGT TARGET CORP $20.62万0.01%1,701 1,701— $20.62万 新建仓
MDLZ MONDELEZ INTL INC $20.75万0.01%3,600 -272-7.0% -$1.57万 减仓
LUV SOUTHWEST AIRLS CO $20.77万0.01%5,529 60.1% $225 加仓
BOCT INNOVATOR ETFS TRUST $20.81万0.01%4,337 -100-2.3% -$4,799 减仓
UJAN INNOVATOR ETFS TRUST $21.13万0.01%4,970 -600-10.8% -$2.55万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $21.17万0.01%3,586 -14-0.4% -$826 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $21.24万0.01%12,264 -9,927-44.7% -$17.19万 减仓
XLB SELECT SECTOR SPDR TR $21.27万0.01%4,256 1,91581.8% $9.57万 重新持有
AEP AMERICAN ELEC PWR CO INC $21.38万0.01%1,631 1,631— $21.38万 新建仓
FMB FIRST TR EXCH TRADED FD III $21.39万0.01%4,222 -498-10.6% -$2.52万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $21.41万0.01%4,552 721.6% $3,386 加仓
— AIM ETF PRODUCTS TRUST $21.50万0.01%7,864 00.0% — 不变
D DOMINION ENERGY INC $21.58万0.01%3,491 -22-0.6% -$1,360 减仓
QGRO AMERICAN CENTY ETF TR $21.63万0.01%2,059 24613.6% $2.58万 加仓
TMUS T-MOBILE US INC $21.64万0.01%1,030 -29-2.7% -$6,092 减仓
PDP INVESCO EXCHANGE TRADED FD T $21.73万0.01%1,800 -150-7.7% -$1.81万 减仓
IHDG WISDOMTREE TR $21.81万0.01%4,529 -28,360-86.2% -$136.57万 减仓
F FORD MTR CO $21.83万0.01%18,918 -1,134-5.7% -$1.31万 减仓
NBIS NEBIUS GROUP N.V. $21.87万0.01%2,108 2,108— $21.87万 新建仓
TJX TJX COS INC NEW $21.99万0.01%1,377 1,377— $21.99万 新建仓
CIEN CIENA CORP $22.05万0.01%568 568— $22.05万 新建仓
BNOV INNOVATOR ETFS TRUST $22.12万0.01%5,142 00.0% — 不变
DFAI DIMENSIONAL ETF TRUST $22.36万0.01%5,738 5,738— $22.36万 新建仓
SPG SIMON PPTY GROUP INC NEW $22.53万0.01%1,208 60.5% $1,119 加仓
SOFI SOFI TECHNOLOGIES INC $22.61万0.01%14,237 1,67513.3% $2.66万 加仓
E ENI SPA $22.64万0.01%4,000 4,000— $22.64万 新建仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $22.65万0.01%7,175 7,175— $22.65万 新建仓
APD AIR PRODUCTS AND CHEMICALS I $22.72万0.01%782 782— $22.72万 新建仓
IUSV ISHARES TR $22.72万0.01%2,222 00.0% — 不变
VLUE ISHARES TR $22.75万0.01%1,600 -82-4.9% -$1.17万 减仓
STAG STAG INDUSTRIAL INC $22.82万0.01%6,330 -197-3.0% -$7,103 减仓
— INNOVATOR ETFS TRUST $22.87万0.01%12,189 12,189— $22.87万 新建仓
CMI CUMMINS INC $22.92万0.01%426 00.0% — 不变
PJUN INNOVATOR ETFS TRUST $22.94万0.01%5,485 -475-8.0% -$1.99万 减仓
MMM 3M CO $23.04万0.01%1,586 -100-5.9% -$1.45万 减仓
PRF INVESCO EXCHANGE TRADED FD T $23.10万0.01%4,860 00.0% — 不变
NOBL PROSHARES TR $23.11万0.01%2,180 40.2% $424 加仓
— GRAYSCALE COINDESK CRYPTO $23.37万0.01%7,492 7,492— $23.37万 新建仓
ARKK ARK ETF TR $23.38万0.01%3,460 1875.7% $1.26万 加仓
IGIB ISHARES TR $23.40万0.01%4,396 4,396— $23.40万 新建仓
VV VANGUARD INDEX FDS $23.42万0.01%784 -46-5.5% -$1.37万 减仓
IBTK ISHARES TR $23.76万0.01%12,051 1331.1% $2,623 加仓
TFLO ISHARES TR $23.91万0.01%4,723 4,723— $23.91万 新建仓
VDC VANGUARD WORLD FD $23.96万0.01%1,067 -12-1.1% -$2,695 减仓
FNDE SCHWAB STRATEGIC TR $24.17万0.01%6,318 6,318— $24.17万 新建仓
ITA ISHARES TR $24.24万0.01%1,108 -118-9.6% -$2.58万 减仓
DVY ISHARES TR $24.26万0.01%1,602 -24-1.5% -$3,634 减仓
SQM SOCIEDAD QUIMICA Y MINERA DE $24.28万0.01%3,000 00.0% — 不变
PJUL INNOVATOR ETFS TRUST $24.44万0.01%5,317 00.0% — 不变
— INNOVATOR ETFS TRUST $24.55万0.01%13,226 13,226— $24.55万 新建仓