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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $2,831.71万 | 13.95% | 972,092 | -78,808 | -7.5% | -$229.57万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2,199.91万 | 10.84% | 388,813 | -53,211 | -12.0% | -$301.07万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,286.40万 | 6.34% | 262,905 | 57,371 | 27.9% | $280.72万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $952.58万 | 4.69% | 86,229 | 7,105 | 9.0% | $78.49万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $945.04万 | 4.66% | 117,280 | 37,901 | 47.7% | $305.41万 | 加仓 |
| MRSK | NORTHERN LIGHTS FD TR | $688.91万 | 3.39% | 194,950 | -66,313 | -25.4% | -$234.34万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $677.39万 | 3.34% | 60,927 | 1,033 | 1.7% | $11.48万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $611.84万 | 3.01% | 153,999 | 49,977 | 48.0% | $198.56万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $582.26万 | 2.87% | 173,602 | 50,753 | 41.3% | $170.23万 | 加仓 |
| QQQ | INVESCO QQQ TR | $577.60万 | 2.85% | 10,007 | 544 | 5.7% | $31.40万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $383.75万 | 1.89% | 23,727 | -2,865 | -10.8% | -$46.34万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $343.49万 | 1.69% | 74,850 | 41,333 | 123.3% | $189.68万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $251.30万 | 1.24% | 13,094 | -3,676 | -21.9% | -$70.55万 | 减仓 |
| GLD | SPDR GOLD TR | $219.79万 | 1.08% | 5,108 | 1,668 | 48.5% | $71.77万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $219.15万 | 1.08% | 37,666 | 9,574 | 34.1% | $55.70万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $193.86万 | 0.95% | 11,116 | 351 | 3.3% | $6.12万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $193.25万 | 0.95% | 66,225 | 7,559 | 12.9% | $22.06万 | 加仓 |
| SDY | SPDR SERIES TRUST | $189.90万 | 0.94% | 13,012 | 13,012 | — | $189.90万 | 新建仓 |
| ACIO | ETF SER SOLUTIONS | $188.25万 | 0.93% | 44,863 | 5,659 | 14.4% | $23.75万 | 加仓 |
| IUSB | ISHARES TR | $179.35万 | 0.88% | 38,828 | 4,609 | 13.5% | $21.29万 | 加仓 |
| STIP | ISHARES TR | $171.20万 | 0.84% | 16,552 | 9,936 | 150.2% | $102.77万 | 加仓 |
| AMGN | AMGEN INC | $165.92万 | 0.82% | 4,715 | -183 | -3.7% | -$6.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $163.62万 | 0.81% | 4,420 | 380 | 9.4% | $14.07万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $161.22万 | 0.79% | 31,046 | 3,451 | 12.5% | $17.92万 | 加仓 |
| MDT | MEDTRONIC PLC | $154.51万 | 0.76% | 17,831 | 131 | 0.7% | $1.14万 | 加仓 |
| RAAX | VANECK ETF TRUST | $138.13万 | 0.68% | 33,930 | 475 | 1.4% | $1.93万 | 加仓 |
| KRE | SPDR SERIES TRUST | $132.11万 | 0.65% | 20,277 | 20,277 | — | $132.11万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $129.55万 | 0.64% | 1,992 | 245 | 14.0% | $15.93万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $126.14万 | 0.62% | 8,623 | 85 | 1.0% | $1.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $118.22万 | 0.58% | 2,467 | 58 | 2.4% | $2.78万 | 加仓 |
| META | META PLATFORMS INC | $117.00万 | 0.58% | 2,045 | 639 | 45.4% | $36.56万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $111.94万 | 0.55% | 22,019 | 9,516 | 76.1% | $48.38万 | 加仓 |
| HAS | HASBRO INC | $105.35万 | 0.52% | 11,255 | -1,474 | -11.6% | -$13.80万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $101.83万 | 0.50% | 1,492 | -153 | -9.3% | -$10.44万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $101.13万 | 0.50% | 4,785 | -858 | -15.2% | -$18.13万 | 减仓 |
| TMUS | T-MOBILE US INC | $96.23万 | 0.47% | 4,581 | 1,118 | 32.3% | $23.49万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $93.73万 | 0.46% | 20,173 | -851 | -4.0% | -$3.95万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $91.56万 | 0.45% | 8,576 | -167 | -1.9% | -$1.78万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $90.78万 | 0.45% | 36,680 | 5,591 | 18.0% | $13.84万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $85.74万 | 0.42% | 28,111 | 1,938 | 7.4% | $5.91万 | 加仓 |
| CI | THE CIGNA GROUP | $85.60万 | 0.42% | 3,208 | 412 | 14.7% | $10.99万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $83.98万 | 0.41% | 9,898 | 908 | 10.1% | $7.70万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $83.75万 | 0.41% | 1,929 | 1,929 | — | $83.75万 | 新建仓 |
| AN | AUTONATION INC | $81.74万 | 0.40% | 4,186 | -80 | -1.9% | -$1.56万 | 减仓 |
| LAD | LITHIA MTRS INC | $79.32万 | 0.39% | 3,176 | 51 | 1.6% | $1.27万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $78.53万 | 0.39% | 15,907 | -4,539 | -22.2% | -$22.41万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $76.39万 | 0.38% | 5,834 | -334 | -5.4% | -$4.37万 | 减仓 |
| SO | SOUTHERN CO | $74.54万 | 0.37% | 7,722 | -64 | -0.8% | -$6,178 | 减仓 |
| PPG | PPG INDS INC | $74.02万 | 0.36% | 6,925 | 6,925 | — | $74.02万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.35% | 1 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $71.49万 | 0.35% | 4,680 | 10 | 0.2% | $1,528 | 加仓 |
| EWQ | ISHARES INC | $70.83万 | 0.35% | 16,327 | -43 | -0.3% | -$1,865 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $70.42万 | 0.35% | 13,994 | -17 | -0.1% | -$855 | 减仓 |
| — | PACER FDS TR | $70.33万 | 0.35% | 11,985 | 11,985 | — | $70.33万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $69.64万 | 0.34% | 10,052 | 10,052 | — | $69.64万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $69.27万 | 0.34% | 13,798 | -1,592 | -10.3% | -$7.99万 | 减仓 |
| AAPL | APPLE INC | $68.94万 | 0.34% | 2,716 | 100 | 3.8% | $2.54万 | 加仓 |
| ALL | ALLSTATE CORP | $67.04万 | 0.33% | 3,233 | -1,109 | -25.5% | -$22.99万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $66.96万 | 0.33% | 16,049 | 1,703 | 11.9% | $7.10万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $66.70万 | 0.33% | 17,120 | 1,344 | 8.5% | $5.24万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $65.50万 | 0.32% | 16,608 | 1,786 | 12.0% | $7.04万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $65.47万 | 0.32% | 15,761 | 15,761 | — | $65.47万 | 新建仓 |
| — | ISHARES INC | $63.49万 | 0.31% | 13,155 | -525 | -3.8% | -$2.53万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $61.88万 | 0.30% | 9,226 | -5,410 | -37.0% | -$36.29万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $61.73万 | 0.30% | 22,588 | 2,593 | 13.0% | $7.09万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $60.32万 | 0.30% | 2,146 | 2,146 | — | $60.32万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $60.09万 | 0.30% | 19,408 | 3,009 | 18.3% | $9.32万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $60.05万 | 0.30% | 4,309 | -177 | -3.9% | -$2.47万 | 减仓 |
| CVX | CHEVRON CORPORATION | $58.43万 | 0.29% | 2,824 | -39 | -1.4% | -$8,069 | 减仓 |
| TSLA | TESLA INC | $58.41万 | 0.29% | 1,571 | 139 | 9.7% | $5.17万 | 加仓 |
| SYSB | ISHARES TR | $58.00万 | 0.29% | 6,516 | 6,516 | — | $58.00万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $57.62万 | 0.28% | 25,645 | 1,000 | 4.1% | $2.25万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $56.19万 | 0.28% | 21,933 | -17,719 | -44.7% | -$45.40万 | 减仓 |
| APTV | APTIV PLC | $55.69万 | 0.27% | 8,020 | -1,313 | -14.1% | -$9.12万 | 减仓 |
| TGT | TARGET CORP | $54.81万 | 0.27% | 4,522 | -226 | -4.8% | -$2.74万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $54.70万 | 0.27% | 14,075 | -490 | -3.4% | -$1.90万 | 减仓 |
| IYW | ISHARES TR | $51.90万 | 0.26% | 2,860 | 2,860 | — | $51.90万 | 新建仓 |
| HD | HOME DEPOT INC | $51.37万 | 0.25% | 1,562 | 17 | 1.1% | $5,591 | 加仓 |
| EWU | ISHARES TR | $50.41万 | 0.25% | 11,065 | -1,525 | -12.1% | -$6.95万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $50.21万 | 0.25% | 11,892 | 11,892 | — | $50.21万 | 新建仓 |
| IVV | ISHARES TR | $47.80万 | 0.24% | 731 | -36 | -4.7% | -$2.35万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $47.52万 | 0.23% | 13,375 | 410 | 3.2% | $1.46万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $47.39万 | 0.23% | 2,056 | 4 | 0.2% | $922 | 加仓 |
| EIX | EDISON INTL | $42.09万 | 0.21% | 5,752 | 2 | 0.0% | $146 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $41.85万 | 0.21% | 4,465 | 4,465 | — | $41.85万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $41.43万 | 0.20% | 5,412 | -922 | -14.6% | -$7.06万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $41.32万 | 0.20% | 3,151 | 1 | 0.0% | $131 | 加仓 |
| PG | PROCTER & GAMBLE CO | $40.79万 | 0.20% | 2,824 | 58 | 2.1% | $8,378 | 加仓 |
| GOOGL | ALPHABET INC | $39.63万 | 0.20% | 1,378 | -44 | -3.1% | -$1.27万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $39.30万 | 0.19% | 8,608 | 585 | 7.3% | $2.67万 | 加仓 |
| DEM | WISDOMTREE TR | $38.98万 | 0.19% | 7,845 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $38.42万 | 0.19% | 3,503 | 3,503 | — | $38.42万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $38.30万 | 0.19% | 5,567 | -1,575 | -22.1% | -$10.83万 | 减仓 |
| — | SABA CAPITAL INCOME & OPPORT | $38.09万 | 0.19% | 45,776 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $37.74万 | 0.19% | 1,219 | -2,174 | -64.1% | -$67.30万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $35.24万 | 0.17% | 2,241 | -5 | -0.2% | -$786 | 减仓 |
| AMT | AMERICAN TOWER CORP | $34.48万 | 0.17% | 1,998 | 3 | 0.2% | $518 | 加仓 |
| AIQ | GLOBAL X FDS | $34.46万 | 0.17% | 7,383 | -22,170 | -75.0% | -$103.47万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $34.03万 | 0.17% | 4,531 | 4,531 | — | $34.03万 | 新建仓 |
| GDX | VANECK ETF TRUST | $33.68万 | 0.17% | 3,670 | -15 | -0.4% | -$1,377 | 减仓 |