Visionary Wealth Advisors
O'FALLON IL · SEC CIK 0001802984
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EFAV | ISHARES TR | $38.68万 | 0.02% | 4,233 | 34 | 0.8% | $3,107 | 加仓 |
| RIO | RIO TINTO PLC | $39.01万 | 0.02% | 4,182 | -100 | -2.3% | -$9,328 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $39.19万 | 0.02% | 10,917 | 2,445 | 28.9% | $8.78万 | 加仓 |
| MCK | MCKESSON CORP | $39.45万 | 0.02% | 456 | -16 | -3.4% | -$1.38万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $39.46万 | 0.02% | 10,380 | -761 | -6.8% | -$2.89万 | 减仓 |
| WRB | BERKLEY W R CORP | $39.81万 | 0.02% | 6,007 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $39.99万 | 0.02% | 1,645 | 57 | 3.6% | $1.39万 | 加仓 |
| GII | SPDR INDEX SHS FDS | $40.21万 | 0.02% | 5,289 | -32,809 | -86.1% | -$249.41万 | 减仓 |
| — | EA SERIES TRUST | $40.46万 | 0.02% | 5,618 | -714 | -11.3% | -$5.14万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $40.63万 | 0.02% | 13,320 | 4,088 | 44.3% | $12.47万 | 加仓 |
| TLT | ISHARES TR | $40.90万 | 0.02% | 4,718 | 329 | 7.5% | $2.85万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $40.97万 | 0.02% | 9,182 | 335 | 3.8% | $1.49万 | 加仓 |
| — | TIDAL TRUST II | $41.13万 | 0.02% | 37,319 | 3,195 | 9.4% | $3.52万 | 加仓 |
| CDE | COEUR MNG INC | $41.50万 | 0.02% | 22,109 | -2,223 | -9.1% | -$4.17万 | 减仓 |
| — | TIDAL TRUST II | $41.65万 | 0.02% | 32,797 | 2,020 | 6.6% | $2.57万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $41.76万 | 0.02% | 8,754 | -100 | -1.1% | -$4,770 | 减仓 |
| CRWV | COREWEAVE INC | $41.95万 | 0.02% | 5,415 | 1,889 | 53.6% | $14.63万 | 加仓 |
| TIP | ISHARES TR | $41.99万 | 0.02% | 3,805 | -427 | -10.1% | -$4.71万 | 减仓 |
| BLCV | BLACKROCK ETF TRUST | $42.18万 | 0.02% | 11,679 | 11,679 | — | $42.18万 | 新建仓 |
| IBTL | ISHARES TR | $42.18万 | 0.02% | 20,679 | 749 | 3.8% | $1.53万 | 加仓 |
| FDX | FEDEX CORP | $42.62万 | 0.02% | 1,197 | -64 | -5.1% | -$2.28万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $42.68万 | 0.02% | 10,454 | -1,871 | -15.2% | -$7.64万 | 减仓 |
| SLV | ISHARES SILVER TR | $42.74万 | 0.02% | 6,272 | -550 | -8.1% | -$3.75万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $42.76万 | 0.02% | 4,164 | -638 | -13.3% | -$6.55万 | 减仓 |
| APP | APPLOVIN CORP | $42.82万 | 0.02% | 1,076 | 356 | 49.4% | $14.17万 | 加仓 |
| TMAT | NORTHERN LTS FD TR IV | $42.88万 | 0.02% | 18,492 | 804 | 4.5% | $1.86万 | 加仓 |
| PINS | PINTEREST INC | $42.91万 | 0.02% | 23,399 | 6,762 | 40.6% | $12.40万 | 加仓 |
| M | MACYS INC | $42.96万 | 0.02% | 23,750 | 3,750 | 18.8% | $6.78万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $43.05万 | 0.02% | 41,272 | -6,455 | -13.5% | -$6.73万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $43.49万 | 0.02% | 6,046 | -698 | -10.3% | -$5.02万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $43.73万 | 0.02% | 8,938 | 8,938 | — | $43.73万 | 新建仓 |
| COPX | GLOBAL X FDS | $43.94万 | 0.02% | 5,755 | 965 | 20.1% | $7.37万 | 加仓 |
| ROST | ROSS STORES INC | $44.42万 | 0.02% | 2,051 | 17 | 0.8% | $3,682 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $44.53万 | 0.02% | 10,672 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $45.05万 | 0.02% | 1,150 | -247 | -17.7% | -$9.68万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $45.07万 | 0.02% | 58,760 | 58,760 | — | $45.07万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $45.29万 | 0.02% | 7,296 | -624 | -7.9% | -$3.87万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $45.47万 | 0.02% | 17,408 | -476 | -2.7% | -$1.24万 | 减仓 |
| FEOE | RBB FUND TRUST | $45.71万 | 0.02% | 9,059 | -12,707 | -58.4% | -$64.12万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $46.11万 | 0.02% | 17,908 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $46.15万 | 0.02% | 2,186 | -93 | -4.1% | -$1.96万 | 减仓 |
| CMBS | ISHARES TR | $46.22万 | 0.02% | 9,485 | -18 | -0.2% | -$877 | 减仓 |
| ENB | ENBRIDGE INC | $46.25万 | 0.02% | 8,542 | 123 | 1.5% | $6,659 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $46.30万 | 0.02% | 6,681 | -40 | -0.6% | -$2,772 | 减仓 |
| COP | CONOCOPHILLIPS | $46.40万 | 0.02% | 3,516 | 44 | 1.3% | $5,807 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $46.71万 | 0.02% | 12,546 | -886 | -6.6% | -$3.30万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $46.72万 | 0.02% | 3,227 | -80 | -2.4% | -$1.16万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $46.93万 | 0.02% | 10,467 | -2,410 | -18.7% | -$10.81万 | 减仓 |
| ESGU | ISHARES TR | $46.96万 | 0.02% | 3,320 | -475 | -12.5% | -$6.72万 | 减仓 |
| IBTO | ISHARES TR | $47.08万 | 0.02% | 19,302 | -32 | -0.2% | -$780 | 减仓 |
| INTC | INTEL CORP | $47.38万 | 0.02% | 10,735 | -1,652 | -13.3% | -$7.29万 | 减仓 |
| AZN | ASTRAZENECA PLC | $47.43万 | 0.02% | 2,405 | 2,405 | — | $47.43万 | 新建仓 |
| QYLD | GLOBAL X FDS | $47.64万 | 0.02% | 27,777 | 3,198 | 13.0% | $5.48万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $47.86万 | 0.02% | 7,363 | -1,763 | -19.3% | -$11.46万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $47.94万 | 0.02% | 2,293 | 2,293 | — | $47.94万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $48.10万 | 0.02% | 14,479 | 1,153 | 8.7% | $3.83万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $48.50万 | 0.02% | 11,870 | -437 | -3.6% | -$1.79万 | 减仓 |
| VST | VISTRA CORP | $48.51万 | 0.02% | 3,227 | 10 | 0.3% | $1,503 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $49.03万 | 0.02% | 8,976 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $49.60万 | 0.02% | 4,385 | 50 | 1.2% | $5,656 | 加仓 |
| — | INNOVATOR ETFS TRUST | $49.92万 | 0.02% | 20,569 | 20,569 | — | $49.92万 | 新建仓 |
| HGER | HARBOR ETF TRUST | $50.04万 | 0.02% | 16,136 | -54,875 | -77.3% | -$170.17万 | 减仓 |
| O | REALTY INCOME CORP | $50.30万 | 0.02% | 8,222 | 1,316 | 19.1% | $8.05万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $50.47万 | 0.02% | 3,148 | 7 | 0.2% | $1,122 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $50.76万 | 0.02% | 7,108 | -137 | -1.9% | -$9,784 | 减仓 |
| WELL | WELLTOWER INC | $50.85万 | 0.02% | 2,572 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $51.08万 | 0.02% | 2,038 | -56 | -2.7% | -$1.40万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $51.14万 | 0.02% | 5,460 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $52.37万 | 0.02% | 13,333 | 868 | 7.0% | $3.41万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $52.48万 | 0.02% | 19,723 | 1,441 | 7.9% | $3.83万 | 加仓 |
| GFLW | VICTORY PORTFOLIOS II | $52.65万 | 0.02% | 20,023 | 3,936 | 24.5% | $10.35万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $52.76万 | 0.02% | 5,498 | -6,556 | -54.4% | -$62.91万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $53.11万 | 0.02% | 1,152 | 96 | 9.1% | $4.43万 | 加仓 |
| EOG | EOG RES INC | $53.42万 | 0.02% | 3,695 | 464 | 14.4% | $6.71万 | 加仓 |
| SHLD | GLOBAL X FDS | $53.46万 | 0.02% | 7,546 | -454 | -5.7% | -$3.22万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $54.31万 | 0.02% | 12,176 | 831 | 7.3% | $3.71万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $54.35万 | 0.02% | 9,019 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $54.40万 | 0.02% | 9,613 | 9,613 | — | $54.40万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $54.61万 | 0.02% | 28,740 | 0 | 0.0% | — | 不变 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $54.90万 | 0.02% | 10,409 | 10,409 | — | $54.90万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $54.96万 | 0.02% | 5,832 | -325 | -5.3% | -$3.06万 | 减仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $55.09万 | 0.02% | 7,299 | -1,700 | -18.9% | -$12.83万 | 减仓 |
| IHAK | ISHARES TR | $55.27万 | 0.02% | 12,663 | 39 | 0.3% | $1,702 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $55.78万 | 0.02% | 11,665 | 958 | 8.9% | $4.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $56.22万 | 0.02% | 26,744 | -150 | -0.6% | -$3,153 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $56.33万 | 0.02% | 11,256 | 378 | 3.5% | $1.89万 | 加仓 |
| BIZD | VANECK ETF TRUST | $56.33万 | 0.02% | 44,008 | 12,049 | 37.7% | $15.42万 | 加仓 |
| CLS | CELESTICA INC | $56.42万 | 0.02% | 2,003 | 1,306 | 187.4% | $36.79万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $56.45万 | 0.02% | 11,556 | -99 | -0.8% | -$4,836 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $56.77万 | 0.03% | 3,426 | -25 | -0.7% | -$4,143 | 减仓 |
| OKE | ONEOK INC NEW | $57.42万 | 0.03% | 6,353 | -164 | -2.5% | -$1.48万 | 减仓 |
| — | KRANESHARES TRUST | $57.65万 | 0.03% | 20,443 | -1,005 | -4.7% | -$2.83万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $58.05万 | 0.03% | 11,655 | 899 | 8.4% | $4.48万 | 加仓 |
| HUBB | HUBBELL INC | $58.48万 | 0.03% | 1,192 | -98 | -7.6% | -$4.81万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $58.53万 | 0.03% | 23,849 | 23,849 | — | $58.53万 | 新建仓 |
| — | THEMES ETF TR | $58.59万 | 0.03% | 15,199 | 9,881 | 185.8% | $38.09万 | 加仓 |
| BSVO | EA SERIES TRUST | $58.65万 | 0.03% | 23,118 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $59.19万 | 0.03% | 5,031 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $59.28万 | 0.03% | 12,702 | 464 | 3.8% | $2.17万 | 加仓 |
| EMF | TEMPLETON EMERGING MKTS FD | $59.66万 | 0.03% | 34,111 | 34,111 | — | $59.66万 | 新建仓 |