Visionary Wealth Advisors
O'FALLON IL · SEC CIK 0001802984
$25.33亿2026Q2 申报市值
666持仓数
23.2%前十大占比 · 第一大 4.6%
53 / 29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
AVDE 加仓+$1,294.50万
MCD 加仓+$781.20万
DFGP 新建仓+$714.51万
IVV 加仓+$712.50万
JCPB 加仓+$601.98万
2026Q2 卖出最多 按季末市值估算
FEGE 减仓-$863.08万
ADP 减仓-$828.18万
MOAT 减仓-$688.78万
DYNF 清仓-$561.15万
SCHA 减仓-$546.42万
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 |
|---|---|---|---|---|---|---|---|---|
| KKR | KKR & CO INC | $59.17万 | 0.02% | 6,447 | -499 | -7.2% | -$4.58万 | 减仓 |
| IJH | ISHARES TR | $59.46万 | 0.02% | 7,711 | 3,532 | 84.5% | $27.23万 | 加仓 |
| IVW | ISHARES TR | $59.74万 | 0.02% | 4,344 | -41 | -0.9% | -$5,638 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $60.27万 | 0.02% | 6,138 | 306 | 5.2% | $3.00万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $60.80万 | 0.02% | 11,341 | -215 | -1.9% | -$1.15万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $61.67万 | 0.02% | 3,491 | 65 | 1.9% | $1.15万 | 加仓 |
| BX | BLACKSTONE INC | $62.08万 | 0.02% | 5,275 | 66 | 1.3% | $7,767 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $62.72万 | 0.02% | 5,460 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $63.25万 | 0.02% | 1,209 | 17 | 1.4% | $8,894 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $63.32万 | 0.03% | 9,099 | 80 | 0.9% | $5,567 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $64.10万 | 0.03% | 42,650 | -15,070 | -26.1% | -$22.65万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $64.12万 | 0.03% | 27,353 | 420 | 1.6% | $9,845 | 加仓 |
| IYF | ISHARES TR | $64.15万 | 0.03% | 5,031 | 0 | 0.0% | — | 不变 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $64.17万 | 0.03% | 42,555 | 190 | 0.4% | $2,865 | 加仓 |
| AOM | ISHARES TR | $64.30万 | 0.03% | 12,888 | 120 | 0.9% | $5,987 | 加仓 |
| EFV | ISHARES TR | $64.80万 | 0.03% | 8,466 | 271 | 3.3% | $2.07万 | 加仓 |
| — | EA SERIES TRUST | $65.82万 | 0.03% | 5,395 | -223 | -4.0% | -$2.72万 | 减仓 |
| SLV | ISHARES SILVER TR | $66.61万 | 0.03% | 12,457 | 6,185 | 98.6% | $33.07万 | 加仓 |
| GE | GE AEROSPACE | $67.38万 | 0.03% | 1,803 | 483 | 36.6% | $18.05万 | 加仓 |
| BSVO | EA SERIES TRUST | $67.48万 | 0.03% | 23,118 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $68.29万 | 0.03% | 31,083 | -276 | -0.9% | -$6,064 | 减仓 |
| BOTZ | GLOBAL X FDS | $68.31万 | 0.03% | 18,005 | 3,526 | 24.4% | $13.38万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $69.09万 | 0.03% | 3,125 | 3,125 | — | $69.09万 | 新建仓 |
| HON | HONEYWELL INTL INC | $70.04万 | 0.03% | 3,128 | -3,650 | -53.9% | -$81.73万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $70.71万 | 0.03% | 17,366 | 4,033 | 30.2% | $16.42万 | 加仓 |
| GFLW | VICTORY PORTFOLIOS II | $71.00万 | 0.03% | 20,711 | 688 | 3.4% | $2.36万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $71.01万 | 0.03% | 7,081 | 400 | 6.0% | $4.01万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $71.79万 | 0.03% | 2,727 | 434 | 18.9% | $11.43万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $72.29万 | 0.03% | 2,137 | 53 | 2.5% | $1.79万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $72.52万 | 0.03% | 7,646 | -897 | -10.5% | -$8.51万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $72.73万 | 0.03% | 2,172 | 134 | 6.6% | $4.49万 | 加仓 |
| GSC | GOLDMAN SACHS ETF TR | $72.78万 | 0.03% | 10,513 | -901 | -7.9% | -$6.24万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $73.75万 | 0.03% | 25,559 | 706 | 2.8% | $2.04万 | 加仓 |
| APP | APPLOVIN CORP | $74.14万 | 0.03% | 1,439 | 363 | 33.7% | $18.70万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $74.72万 | 0.03% | 19,154 | -3,625 | -15.9% | -$14.14万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $74.88万 | 0.03% | 11,955 | 300 | 2.6% | $1.88万 | 加仓 |
| — | THEMES ETF TR | $75.24万 | 0.03% | 18,531 | 3,332 | 21.9% | $13.53万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $75.94万 | 0.03% | 10,008 | -495 | -4.7% | -$3.76万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $76.12万 | 0.03% | 10,549 | 4,503 | 74.5% | $32.49万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $76.30万 | 0.03% | 1,536 | 1,536 | — | $76.30万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $77.48万 | 0.03% | 8,039 | 231 | 3.0% | $2.23万 | 加仓 |
| AIS | TIDAL TRUST III | $77.88万 | 0.03% | 9,129 | 9,129 | — | $77.88万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $78.02万 | 0.03% | 24,388 | 304 | 1.3% | $9,725 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $78.37万 | 0.03% | 6,132 | -74 | -1.2% | -$9,457 | 减仓 |
| MSTR | STRATEGY INC | $78.37万 | 0.03% | 9,016 | -949 | -9.5% | -$8.25万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $78.79万 | 0.03% | 9,616 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $78.97万 | 0.03% | 1,853 | -15 | -0.8% | -$6,392 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $79.35万 | 0.03% | 7,700 | -321 | -4.0% | -$3.31万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $80.11万 | 0.03% | 17,552 | -224 | -1.3% | -$1.02万 | 减仓 |
| HACK | AMPLIFY ETF TR | $80.42万 | 0.03% | 7,664 | -6,294 | -45.1% | -$66.05万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $81.86万 | 0.03% | 18,818 | -342 | -1.8% | -$1.49万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $82.29万 | 0.03% | 19,439 | 1,150 | 6.3% | $4.87万 | 加仓 |
| T | AT&T INC | $82.86万 | 0.03% | 40,028 | -6,644 | -14.2% | -$13.75万 | 减仓 |
| NOW | SERVICENOW INC | $82.87万 | 0.03% | 8,347 | 322 | 4.0% | $3.20万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $83.48万 | 0.03% | 5,319 | 660 | 14.2% | $10.36万 | 加仓 |
| IHAK | ISHARES TR | $83.93万 | 0.03% | 13,825 | 1,162 | 9.2% | $7.05万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $84.49万 | 0.03% | 3,773 | -36,981 | -90.7% | -$828.18万 | 减仓 |
| WMB | WILLIAMS COS INC | $84.77万 | 0.03% | 11,403 | -290 | -2.5% | -$2.16万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $84.86万 | 0.03% | 11,320 | -48 | -0.4% | -$3,598 | 减仓 |
| — | EA SERIES TRUST | $84.95万 | 0.03% | 25,359 | -531 | -2.1% | -$1.78万 | 减仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $84.96万 | 0.03% | 20,386 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $85.70万 | 0.03% | 18,676 | -109 | -0.6% | -$5,002 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $87.42万 | 0.03% | 21,166 | -6,422 | -23.3% | -$26.52万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $87.67万 | 0.03% | 8,035 | 707 | 9.6% | $7.71万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $87.88万 | 0.03% | 2,028 | 347 | 20.6% | $15.04万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $88.44万 | 0.03% | 5,206 | -286 | -5.2% | -$4.86万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $88.98万 | 0.04% | 9,677 | 446 | 4.8% | $4.10万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $90.23万 | 0.04% | 9,607 | -1,059 | -9.9% | -$9.95万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $90.58万 | 0.04% | 19,800 | 543 | 2.8% | $2.48万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $91.01万 | 0.04% | 29,731 | 1,621 | 5.8% | $4.96万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $91.05万 | 0.04% | 10,998 | 1,228 | 12.6% | $10.17万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $91.62万 | 0.04% | 13,813 | -20 | -0.1% | -$1,327 | 减仓 |
| AIQ | GLOBAL X FDS | $91.81万 | 0.04% | 13,993 | 1,291 | 10.2% | $8.47万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $91.85万 | 0.04% | 23,213 | 775 | 3.5% | $3.07万 | 加仓 |
| EEM | ISHARES TR | $93.66万 | 0.04% | 13,692 | 1,153 | 9.2% | $7.89万 | 加仓 |
| USB | US BANCORP | $93.90万 | 0.04% | 15,546 | -387 | -2.4% | -$2.34万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $94.05万 | 0.04% | 2,758 | -390 | -12.4% | -$13.30万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $94.26万 | 0.04% | 3,352 | -11 | -0.3% | -$3,093 | 减仓 |
| AOK | ISHARES TR | $94.31万 | 0.04% | 22,737 | -5,338 | -19.0% | -$22.14万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $94.35万 | 0.04% | 35,759 | 6,335 | 21.5% | $16.71万 | 加仓 |
| ALAB | ASTERA LABS INC | $94.53万 | 0.04% | 1,957 | -602 | -23.5% | -$29.08万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $95.94万 | 0.04% | 6,047 | -49 | -0.8% | -$7,775 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $96.69万 | 0.04% | 1,152 | 1,152 | — | $96.69万 | 新建仓 |
| IEUR | ISHARES TR | $97.48万 | 0.04% | 12,968 | -467 | -3.5% | -$3.51万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $97.55万 | 0.04% | 38,974 | -110,413 | -73.9% | -$276.37万 | 减仓 |
| SHLD | GLOBAL X FDS | $101.02万 | 0.04% | 16,918 | 9,372 | 124.2% | $55.96万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $101.27万 | 0.04% | 3,724 | 66 | 1.8% | $1.79万 | 加仓 |
| ISCG | ISHARES TR | $101.77万 | 0.04% | 15,528 | 1,591 | 11.4% | $10.43万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $102.22万 | 0.04% | 19,107 | 4,232 | 28.5% | $22.64万 | 加仓 |
| GDX | VANECK ETF TRUST | $104.28万 | 0.04% | 13,821 | 318 | 2.4% | $2.40万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $104.50万 | 0.04% | 17,507 | 2,440 | 16.2% | $14.56万 | 加仓 |
| WFC | WELLS FARGO & CO | $105.28万 | 0.04% | 12,739 | 1,568 | 14.0% | $12.96万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $105.66万 | 0.04% | 4,820 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $106.36万 | 0.04% | 7,265 | 162 | 2.3% | $2.37万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $107.08万 | 0.04% | 5,919 | 94 | 1.6% | $1.70万 | 加仓 |
| HGER | HARBOR ETF TRUST | $107.21万 | 0.04% | 36,541 | 20,405 | 126.5% | $59.87万 | 加仓 |
| IUSG | ISHARES TR | $109.22万 | 0.04% | 5,807 | 1 | 0.0% | $188 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $109.41万 | 0.04% | 1,082 | -76 | -6.6% | -$7.69万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $110.22万 | 0.04% | 30,736 | -7,732 | -20.1% | -$27.73万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $110.78万 | 0.04% | 2,121 | -75 | -3.4% | -$3.92万 | 减仓 |