13F 机构持仓

VCI Wealth Management LLC

ST LOUIS MO · SEC CIK 0002009388

2026Q22026Q1 更早 9 个季度 🔒
$3.61亿2026Q1 申报市值
123持仓数
44.8%前十大占比 · 第一大 8.0%
21 / 12新建仓 / 清仓
申报市值走势$3.99亿2026Q2
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

VEA 8.0%
IAU 7.8%
JPST 4.9%
NVDA 4.6%
AAPL 4.0%
MSFT 3.6%
GOOG 3.2%
BSV 3.0%
SCHP 2.9%
VMBS 2.9%

2026Q1 买入最多 按季末市值估算

VEA 加仓+$1,096.67万
VWO 加仓+$409.34万
IBIT 加仓+$320.63万
RTX 新建仓+$297.47万
AME 新建仓+$235.22万

2026Q1 卖出最多 按季末市值估算

IAU 减仓-$1,027.07万
ISRG 清仓-$466.23万
JNJ 减仓-$363.31万
GE 清仓-$288.65万
RSG 清仓-$196.31万

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
AMD ADVANCED MICRO DEVICES INC $199.24万0.55%9,794 -251-2.5% -$5.11万 减仓
SPYM SPDR SERIES TRUST $201.16万0.56%26,282 13,522106.0% $103.50万 加仓
MS MORGAN STANLEY $203.39万0.56%12,359 12,359— $203.39万 新建仓
CSCO CISCO SYS INC $205.61万0.57%26,500 20,892372.5% $162.10万 重新持有
KO COCA COLA CO $214.81万0.60%28,246 6,55930.2% $49.88万 加仓
TJX TJX COS INC NEW $217.26万0.60%13,604 13,604— $217.26万 新建仓
GILD GILEAD SCIENCES INC $218.57万0.61%15,683 15,683— $218.57万 新建仓
CVX CHEVRON CORPORATION $229.91万0.64%11,112 -6,229-35.9% -$128.88万 减仓
AME AMETEK INC $235.22万0.65%10,973 10,973— $235.22万 新建仓
ELV ELEVANCE HEALTH INC FORMERLY $268.07万0.74%9,157 -148-1.6% -$4.33万 减仓
MAR MARRIOTT INTL INC NEW $286.94万0.80%8,773 -133-1.5% -$4.35万 减仓
ROK ROCKWELL AUTOMATION INC $292.49万0.81%8,150 -314-3.7% -$11.27万 减仓
RTX RTX CORPORATION $297.47万0.82%15,421 15,421— $297.47万 新建仓
WMT WALMART INC $318.77万0.88%25,650 -1,736-6.3% -$21.57万 减仓
MRK MERCK & CO INC $343.24万0.95%28,535 4,59719.2% $55.30万 加仓
BNDX VANGUARD CHARLOTTE FDS $344.25万0.95%71,645 7,95712.5% $38.23万 加仓
V VISA INC $373.60万1.04%12,361 -1,918-13.4% -$57.97万 减仓
— EXXON MOBIL CORP $386.55万1.07%22,784 -5,252-18.7% -$89.10万 减仓
TSLA TESLA INC $409.37万1.13%11,012 160.1% $5,948 加仓
JPM JPMORGAN CHASE & CO $424.96万1.18%14,447 -28-0.2% -$8,236 减仓
META META PLATFORMS INC $497.02万1.38%8,687 -787-8.3% -$45.03万 减仓
AVGO BROADCOM INC $610.29万1.69%19,718 8584.5% $26.56万 加仓
COMT ISHARES U S ETF TR $765.55万2.12%226,428 -7,731-3.3% -$26.14万 减仓
AMZN AMAZON COM INC $787.58万2.18%37,815 -2,198-5.5% -$45.78万 减仓
IBIT ISHARES BITCOIN TRUST ETF $904.74万2.51%235,487 83,45454.9% $320.63万 加仓
BIV VANGUARD BD INDEX FDS $963.78万2.67%124,874 12,49711.1% $96.45万 加仓
VWO VANGUARD INTL EQUITY INDEX F $1,019.22万2.83%188,570 75,73367.1% $409.34万 加仓
VMBS VANGUARD SCOTTSDALE FDS $1,041.39万2.89%221,809 20,86010.4% $97.94万 加仓
SCHP SCHWAB STRATEGIC TR $1,041.70万2.89%391,470 39,44711.2% $104.97万 加仓
BSV VANGUARD BD INDEX FDS $1,064.81万2.95%135,800 14,64412.1% $114.82万 加仓
GOOG ALPHABET INC $1,166.96万3.23%40,680 5331.3% $15.29万 加仓
MSFT MICROSOFT CORP $1,281.96万3.55%34,632 -2,058-5.6% -$76.18万 减仓
AAPL APPLE INC $1,455.61万4.03%57,355 -3,406-5.6% -$86.44万 减仓
NVDA NVIDIA CORPORATION $1,657.20万4.59%95,023 -2,928-3.0% -$51.06万 减仓
JPST J P MORGAN EXCHANGE TRADED F $1,749.84万4.85%345,750 38,48912.5% $194.79万 加仓
IAU ISHARES GOLD TR $2,804.44万7.77%318,108 -116,501-26.8% -$1,027.07万 减仓
VEA VANGUARD TAX-MANAGED FDS $2,889.16万8.01%450,867 171,14061.2% $1,096.67万 加仓