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
VEA VANGUARD TAX-MANAGED FDS $2,889.16万8.01%450,867 171,14061.2% $1,096.67万 加仓
IAU ISHARES GOLD TR $2,804.44万7.77%318,108 -116,501-26.8% -$1,027.07万 减仓
JPST J P MORGAN EXCHANGE TRADED F $1,749.84万4.85%345,750 38,48912.5% $194.79万 加仓
NVDA NVIDIA CORPORATION $1,657.20万4.59%95,023 -2,928-3.0% -$51.06万 减仓
AAPL APPLE INC $1,455.61万4.03%57,355 -3,406-5.6% -$86.44万 减仓
MSFT MICROSOFT CORP $1,281.96万3.55%34,632 -2,058-5.6% -$76.18万 减仓
GOOG ALPHABET INC $1,166.96万3.23%40,680 5331.3% $15.29万 加仓
BSV VANGUARD BD INDEX FDS $1,064.81万2.95%135,800 14,64412.1% $114.82万 加仓
SCHP SCHWAB STRATEGIC TR $1,041.70万2.89%391,470 39,44711.2% $104.97万 加仓
VMBS VANGUARD SCOTTSDALE FDS $1,041.39万2.89%221,809 20,86010.4% $97.94万 加仓
VWO VANGUARD INTL EQUITY INDEX F $1,019.22万2.83%188,570 75,73367.1% $409.34万 加仓
BIV VANGUARD BD INDEX FDS $963.78万2.67%124,874 12,49711.1% $96.45万 加仓
IBIT ISHARES BITCOIN TRUST ETF $904.74万2.51%235,487 83,45454.9% $320.63万 加仓
AMZN AMAZON COM INC $787.58万2.18%37,815 -2,198-5.5% -$45.78万 减仓
COMT ISHARES U S ETF TR $765.55万2.12%226,428 -7,731-3.3% -$26.14万 减仓
AVGO BROADCOM INC $610.29万1.69%19,718 8584.5% $26.56万 加仓
META META PLATFORMS INC $497.02万1.38%8,687 -787-8.3% -$45.03万 减仓
JPM JPMORGAN CHASE & CO $424.96万1.18%14,447 -28-0.2% -$8,236 减仓
TSLA TESLA INC $409.37万1.13%11,012 160.1% $5,948 加仓
— EXXON MOBIL CORP $386.55万1.07%22,784 -5,252-18.7% -$89.10万 减仓
V VISA INC $373.60万1.04%12,361 -1,918-13.4% -$57.97万 减仓
BNDX VANGUARD CHARLOTTE FDS $344.25万0.95%71,645 7,95712.5% $38.23万 加仓
MRK MERCK & CO INC $343.24万0.95%28,535 4,59719.2% $55.30万 加仓
WMT WALMART INC $318.77万0.88%25,650 -1,736-6.3% -$21.57万 减仓
RTX RTX CORPORATION $297.47万0.82%15,421 15,421— $297.47万 新建仓
ROK ROCKWELL AUTOMATION INC $292.49万0.81%8,150 -314-3.7% -$11.27万 减仓
MAR MARRIOTT INTL INC NEW $286.94万0.80%8,773 -133-1.5% -$4.35万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $268.07万0.74%9,157 -148-1.6% -$4.33万 减仓
AME AMETEK INC $235.22万0.65%10,973 10,973— $235.22万 新建仓
CVX CHEVRON CORPORATION $229.91万0.64%11,112 -6,229-35.9% -$128.88万 减仓
GILD GILEAD SCIENCES INC $218.57万0.61%15,683 15,683— $218.57万 新建仓
TJX TJX COS INC NEW $217.26万0.60%13,604 13,604— $217.26万 新建仓
KO COCA COLA CO $214.81万0.60%28,246 6,55930.2% $49.88万 加仓
CSCO CISCO SYS INC $205.61万0.57%26,500 20,892372.5% $162.10万 重新持有
MS MORGAN STANLEY $203.39万0.56%12,359 12,359— $203.39万 新建仓
SPYM SPDR SERIES TRUST $201.16万0.56%26,282 13,522106.0% $103.50万 加仓
AMD ADVANCED MICRO DEVICES INC $199.24万0.55%9,794 -251-2.5% -$5.11万 减仓
ABT ABBOTT LABORATORIES $196.39万0.54%19,128 7,55765.3% $77.59万 加仓
PKG PACKAGING CORP AMER $193.23万0.54%9,105 -596-6.1% -$12.65万 减仓
WAB WABTEC $183.23万0.51%7,332 5808.6% $14.49万 重新持有
GRMN GARMIN LTD $177.49万0.49%7,650 -2,463-24.4% -$57.14万 减仓
WM WASTE MGMT INC DEL $172.51万0.48%7,507 7,507— $172.51万 新建仓
ORCL ORACLE CORP $172.37万0.48%11,717 -1,183-9.2% -$17.40万 减仓
DGX QUEST DIAGNOSTICS INC $169.76万0.47%8,662 -761-8.1% -$14.91万 减仓
PM PHILIP MORRIS INTL INC $168.18万0.47%10,172 -1,101-9.8% -$18.20万 减仓
COF CAPITAL ONE FINL CORP $166.60万0.46%9,132 3063.5% $5.58万 加仓
BAC BANK AMERICA CORP $166.59万0.46%34,172 -6,838-16.7% -$33.34万 减仓
NEE NEXTERA ENERGY INC $166.32万0.46%17,907 -1,797-9.1% -$16.69万 减仓
NFLX NETFLIX INC. $164.98万0.46%17,159 17,159— $164.98万 新建仓
AEE AMEREN CORP $164.21万0.46%14,939 120.1% $1,319 加仓
TXN TEXAS INSTRS INC $162.84万0.45%8,388 1,09415.0% $21.24万 重新持有
PLD PROLOGIS INC. $160.59万0.45%12,149 -440-3.5% -$5.82万 减仓
PLTR PALANTIR TECHNOLOGIES INC $158.60万0.44%10,842 -1,345-11.0% -$19.67万 减仓
CRM SALESFORCE INC $154.13万0.43%8,257 86711.7% $16.18万 重新持有
BSX BOSTON SCIENTIFIC CORP $152.24万0.42%24,261 8,63255.2% $54.17万 加仓
WFC WELLS FARGO & CO $151.60万0.42%19,043 -2,701-12.4% -$21.50万 减仓
A AGILENT TECHNOLOGIES INC $147.21万0.41%12,915 4,94162.0% $56.32万 重新持有
T AT&T INC $146.29万0.41%50,463 -35,132-41.0% -$101.85万 减仓
XLF SELECT SECTOR SPDR TR $144.95万0.40%29,360 6692.3% $3.30万 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $144.41万0.40%7,312 7,312— $144.41万 新建仓
DOW DOW HLDGS INC $141.06万0.39%33,869 33,869— $141.06万 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $140.17万0.39%8,912 -3,093-25.8% -$48.65万 减仓
INTC INTEL CORP $138.64万0.38%31,417 -10,321-24.7% -$45.55万 减仓
XEL XCEL ENERGY INC $136.02万0.38%17,122 -2,470-12.6% -$19.62万 减仓
MMM 3M CO $135.59万0.38%9,336 9,336— $135.59万 新建仓
PRU PRUDENTIAL FINL INC $133.05万0.37%13,619 -5,673-29.4% -$55.42万 减仓
AMT AMERICAN TOWER CORP $131.97万0.37%7,647 7,647— $131.97万 新建仓
IR INGERSOLL RAND INC $131.71万0.37%16,439 -6,782-29.2% -$54.34万 减仓
ORLY OREILLY AUTOMOTIVE INC $131.35万0.36%14,229 -1,556-9.9% -$14.36万 减仓
ZTS ZOETIS INC $130.35万0.36%11,027 4734.5% $5.59万 加仓
XLK SELECT SECTOR SPDR TR $127.45万0.35%9,590 3,12948.4% $41.59万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $118.08万0.33%13,104 -5,607-30.0% -$50.53万 减仓
KKR KKR & CO INC $115.18万0.32%12,452 -6,101-32.9% -$56.43万 减仓
BX BLACKSTONE INC $114.00万0.32%9,914 -3,372-25.4% -$38.78万 减仓
GLW CORNING INC $113.18万0.31%8,324 8,324— $113.18万 新建仓
NDAQ NASDAQ INC $109.85万0.30%12,940 -10,052-43.7% -$85.33万 减仓
ANET ARISTA NETWORKS INC $106.07万0.29%8,639 8,639— $106.07万 新建仓
UBER UBER TECHNOLOGIES INC $102.23万0.28%14,212 -5,138-26.6% -$36.96万 减仓
SLB SLB LIMITED $101.92万0.28%19,833 19,833— $101.92万 新建仓
NEM NEWMONT CORP $101.56万0.28%9,382 9,382— $101.56万 新建仓
IVV ISHARES TR $100.92万0.28%1,545 1168.1% $7.58万 加仓
INCY INCYTE CORP $96.93万0.27%10,299 -1,038-9.2% -$9.77万 重新持有
DIS DISNEY WALT CO $93.89万0.26%9,742 -7,433-43.3% -$71.64万 减仓
BKR BAKER HUGHES COMPANY $89.27万0.25%14,623 14,623— $89.27万 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $89.15万0.25%14,531 -5,346-26.9% -$32.80万 减仓
UPS UNITED PARCEL SVCS INC $86.61万0.24%8,804 -3,689-29.5% -$36.29万 减仓
CVS CVS HEALTH CORP $86.18万0.24%12,000 -1,864-13.4% -$13.39万 减仓
DLTR DOLLAR TREE INC $85.81万0.24%7,836 7,836— $85.81万 新建仓
SPMD SPDR SERIES TRUST $84.70万0.23%14,303 8,675154.1% $51.37万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $83.50万0.23%12,923 12,923— $83.50万 新建仓
FE FIRSTENERGY CORP $82.53万0.23%16,290 -6,514-28.6% -$33.00万 减仓
EBAY EBAY INC. $82.25万0.23%9,036 -4,118-31.3% -$37.48万 减仓
ON ON SEMICONDUCTOR CORP $79.71万0.22%12,873 -10,691-45.4% -$66.20万 减仓
TECH BIO-TECHNE CORP $76.16万0.21%14,573 14,573— $76.16万 新建仓
FIDU FIDELITY COVINGTON TRUST $73.81万0.20%8,531 -1,267-12.9% -$10.96万 减仓
TRMB TRIMBLE INC $73.53万0.20%11,273 -5,341-32.1% -$34.84万 减仓
XLI SELECT SECTOR SPDR TR $72.68万0.20%4,494 -472-9.5% -$7.63万 减仓
FTEC FIDELITY COVINGTON TRUST $71.57万0.20%3,440 34611.2% $7.20万 加仓
FHLC FIDELITY COVINGTON TRUST $68.75万0.19%9,771 -829-7.8% -$5.83万 减仓
KVUE KENVUE INC $68.36万0.19%39,653 -24,550-38.2% -$42.32万 减仓