Visionary Horizons, LLC
Knoxville TN · SEC CIK 0002003615
$2.03亿2026Q1 申报市值
128持仓数
55.9%前十大占比 · 第一大 13.9%
27 / 10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
AVEM 加仓+$305.41万
FNDF 加仓+$280.72万
TOTL 加仓+$198.56万
SDY 新建仓+$189.90万
XLU 加仓+$189.68万
2026Q1 卖出最多 按季末市值估算
SPYV 减仓-$301.07万
MRSK 减仓-$234.34万
SCHG 减仓-$229.57万
SPLV 清仓-$164.89万
AIQ 减仓-$103.47万
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 |
|---|---|---|---|---|---|---|---|---|
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -23,087 | -100.0% | -$164.89万 | 清仓 |
| PVH | PVH CORPORATION | $0 | 0.00% | 0 | -11,307 | -100.0% | -$75.78万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -2,131 | -100.0% | -$74.58万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -3,661 | -100.0% | -$63.45万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -24,053 | -100.0% | -$41.16万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -2,114 | -100.0% | -$35.44万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -3,379 | -100.0% | -$33.37万 | 清仓 |
| FALN | ISHARES TR | $0 | 0.00% | 0 | -9,914 | -100.0% | -$27.07万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -4,858 | -100.0% | -$25.69万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,679 | -100.0% | -$23.35万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $10.15万 | 0.05% | 12,785 | 0 | 0.0% | — | 不变 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $15.23万 | 0.08% | 36,000 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $20.06万 | 0.10% | 13,980 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCO | $20.18万 | 0.10% | 18,315 | -2,485 | -11.9% | -$2.74万 | 减仓 |
| DIS | DISNEY WALT CO | $20.25万 | 0.10% | 2,101 | -27 | -1.3% | -$2,602 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $20.86万 | 0.10% | 3,405 | 3,405 | — | $20.86万 | 新建仓 |
| IEF | ISHARES TR | $20.87万 | 0.10% | 2,187 | 2,187 | — | $20.87万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $21.54万 | 0.11% | 5,313 | 5,313 | — | $21.54万 | 新建仓 |
| UPRO | PROSHARES TR | $22.06万 | 0.11% | 2,275 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $22.85万 | 0.11% | 6,138 | 6,138 | — | $22.85万 | 新建仓 |
| CLOA | BLACKROCK ETF TRUST II | $23.25万 | 0.11% | 4,484 | 4,484 | — | $23.25万 | 新建仓 |
| SLV | ISHARES SILVER TR | $23.70万 | 0.12% | 3,478 | 278 | 8.7% | $1.89万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $23.82万 | 0.12% | 2,378 | 2,378 | — | $23.82万 | 新建仓 |
| DGRO | ISHARES TR | $24.29万 | 0.12% | 3,461 | -489 | -12.4% | -$3.43万 | 减仓 |
| IWM | ISHARES TR | $24.72万 | 0.12% | 996 | -4 | -0.4% | -$993 | 减仓 |
| COWG | PACER FDS TR | $26.37万 | 0.13% | 7,815 | 7,815 | — | $26.37万 | 新建仓 |
| NEM | NEWMONT CORP | $26.49万 | 0.13% | 2,447 | 7 | 0.3% | $758 | 加仓 |
| IEFA | ISHARES TR | $28.29万 | 0.14% | 3,124 | -210 | -6.3% | -$1.90万 | 减仓 |
| INTC | INTEL CORP | $28.88万 | 0.14% | 6,544 | 27 | 0.4% | $1,192 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $29.13万 | 0.14% | 6,233 | 1,008 | 19.3% | $4.71万 | 加仓 |
| GOOG | ALPHABET INC | $29.83万 | 0.15% | 1,040 | 1,040 | — | $29.83万 | 新建仓 |
| TTE | TOTALENERGIES SE | $29.88万 | 0.15% | 3,284 | 3,284 | — | $29.88万 | 新建仓 |
| SPBO | SPDR SERIES TRUST | $30.20万 | 0.15% | 10,403 | 10,403 | — | $30.20万 | 新建仓 |
| INTU | INTUIT | $30.48万 | 0.15% | 705 | 705 | — | $30.48万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $30.56万 | 0.15% | 3,390 | 5 | 0.1% | $451 | 加仓 |
| AMZN | AMAZON COM INC | $30.66万 | 0.15% | 1,472 | 162 | 12.4% | $3.37万 | 加仓 |
| MSCI | MSCI INC | $32.24万 | 0.16% | 598 | 598 | — | $32.24万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $32.49万 | 0.16% | 2,930 | 2,930 | — | $32.49万 | 新建仓 |
| GDX | VANECK ETF TRUST | $33.68万 | 0.17% | 3,670 | -15 | -0.4% | -$1,377 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $34.03万 | 0.17% | 4,531 | 4,531 | — | $34.03万 | 新建仓 |
| AIQ | GLOBAL X FDS | $34.46万 | 0.17% | 7,383 | -22,170 | -75.0% | -$103.47万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $34.48万 | 0.17% | 1,998 | 3 | 0.2% | $518 | 加仓 |
| BDX | BECTON DICKINSON & CO | $35.24万 | 0.17% | 2,241 | -5 | -0.2% | -$786 | 减仓 |
| AVGO | BROADCOM INC | $37.74万 | 0.19% | 1,219 | -2,174 | -64.1% | -$67.30万 | 减仓 |
| — | SABA CAPITAL INCOME & OPPORT | $38.09万 | 0.19% | 45,776 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $38.30万 | 0.19% | 5,567 | -1,575 | -22.1% | -$10.83万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $38.42万 | 0.19% | 3,503 | 3,503 | — | $38.42万 | 新建仓 |
| DEM | WISDOMTREE TR | $38.98万 | 0.19% | 7,845 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $39.30万 | 0.19% | 8,608 | 585 | 7.3% | $2.67万 | 加仓 |
| GOOGL | ALPHABET INC | $39.63万 | 0.20% | 1,378 | -44 | -3.1% | -$1.27万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $40.79万 | 0.20% | 2,824 | 58 | 2.1% | $8,378 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $41.32万 | 0.20% | 3,151 | 1 | 0.0% | $131 | 加仓 |
| SPYM | SPDR SERIES TRUST | $41.43万 | 0.20% | 5,412 | -922 | -14.6% | -$7.06万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $41.85万 | 0.21% | 4,465 | 4,465 | — | $41.85万 | 新建仓 |
| EIX | EDISON INTL | $42.09万 | 0.21% | 5,752 | 2 | 0.0% | $146 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $47.39万 | 0.23% | 2,056 | 4 | 0.2% | $922 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $47.52万 | 0.23% | 13,375 | 410 | 3.2% | $1.46万 | 加仓 |
| IVV | ISHARES TR | $47.80万 | 0.24% | 731 | -36 | -4.7% | -$2.35万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $50.21万 | 0.25% | 11,892 | 11,892 | — | $50.21万 | 新建仓 |
| EWU | ISHARES TR | $50.41万 | 0.25% | 11,065 | -1,525 | -12.1% | -$6.95万 | 减仓 |
| HD | HOME DEPOT INC | $51.37万 | 0.25% | 1,562 | 17 | 1.1% | $5,591 | 加仓 |
| IYW | ISHARES TR | $51.90万 | 0.26% | 2,860 | 2,860 | — | $51.90万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $54.70万 | 0.27% | 14,075 | -490 | -3.4% | -$1.90万 | 减仓 |
| TGT | TARGET CORP | $54.81万 | 0.27% | 4,522 | -226 | -4.8% | -$2.74万 | 减仓 |
| APTV | APTIV PLC | $55.69万 | 0.27% | 8,020 | -1,313 | -14.1% | -$9.12万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $56.19万 | 0.28% | 21,933 | -17,719 | -44.7% | -$45.40万 | 减仓 |
| KIM | KIMCO REALTY CORP | $57.62万 | 0.28% | 25,645 | 1,000 | 4.1% | $2.25万 | 加仓 |
| SYSB | ISHARES TR | $58.00万 | 0.29% | 6,516 | 6,516 | — | $58.00万 | 新建仓 |
| TSLA | TESLA INC | $58.41万 | 0.29% | 1,571 | 139 | 9.7% | $5.17万 | 加仓 |
| CVX | CHEVRON CORPORATION | $58.43万 | 0.29% | 2,824 | -39 | -1.4% | -$8,069 | 减仓 |
| GILD | GILEAD SCIENCES INC | $60.05万 | 0.30% | 4,309 | -177 | -3.9% | -$2.47万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $60.09万 | 0.30% | 19,408 | 3,009 | 18.3% | $9.32万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $60.32万 | 0.30% | 2,146 | 2,146 | — | $60.32万 | 新建仓 |
| DRSK | ETF SER SOLUTIONS | $61.73万 | 0.30% | 22,588 | 2,593 | 13.0% | $7.09万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $61.88万 | 0.30% | 9,226 | -5,410 | -37.0% | -$36.29万 | 减仓 |
| — | ISHARES INC | $63.49万 | 0.31% | 13,155 | -525 | -3.8% | -$2.53万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $65.47万 | 0.32% | 15,761 | 15,761 | — | $65.47万 | 新建仓 |
| OSCV | ETF SER SOLUTIONS | $65.50万 | 0.32% | 16,608 | 1,786 | 12.0% | $7.04万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $66.70万 | 0.33% | 17,120 | 1,344 | 8.5% | $5.24万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $66.96万 | 0.33% | 16,049 | 1,703 | 11.9% | $7.10万 | 加仓 |
| ALL | ALLSTATE CORP | $67.04万 | 0.33% | 3,233 | -1,109 | -25.5% | -$22.99万 | 减仓 |
| AAPL | APPLE INC | $68.94万 | 0.34% | 2,716 | 100 | 3.8% | $2.54万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $69.27万 | 0.34% | 13,798 | -1,592 | -10.3% | -$7.99万 | 减仓 |
| ES | EVERSOURCE ENERGY | $69.64万 | 0.34% | 10,052 | 10,052 | — | $69.64万 | 新建仓 |
| — | PACER FDS TR | $70.33万 | 0.35% | 11,985 | 11,985 | — | $70.33万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $70.42万 | 0.35% | 13,994 | -17 | -0.1% | -$855 | 减仓 |
| EWQ | ISHARES INC | $70.83万 | 0.35% | 16,327 | -43 | -0.3% | -$1,865 | 减仓 |
| NVS | NOVARTIS AG | $71.49万 | 0.35% | 4,680 | 10 | 0.2% | $1,528 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.35% | 1 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $74.02万 | 0.36% | 6,925 | 6,925 | — | $74.02万 | 新建仓 |
| SO | SOUTHERN CO | $74.54万 | 0.37% | 7,722 | -64 | -0.8% | -$6,178 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $76.39万 | 0.38% | 5,834 | -334 | -5.4% | -$4.37万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $78.53万 | 0.39% | 15,907 | -4,539 | -22.2% | -$22.41万 | 减仓 |
| LAD | LITHIA MTRS INC | $79.32万 | 0.39% | 3,176 | 51 | 1.6% | $1.27万 | 加仓 |
| AN | AUTONATION INC | $81.74万 | 0.40% | 4,186 | -80 | -1.9% | -$1.56万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $83.75万 | 0.41% | 1,929 | 1,929 | — | $83.75万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $83.98万 | 0.41% | 9,898 | 908 | 10.1% | $7.70万 | 加仓 |
| CI | THE CIGNA GROUP | $85.60万 | 0.42% | 3,208 | 412 | 14.7% | $10.99万 | 加仓 |