Visionary Wealth Advisors 13F 持仓 · 2026年Q2
Visionary Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 666 只证券，申报市值合计 25.33 亿美元。前几大持仓：AAPL（4.61%）、IVV（3.40%）、PWR（2.55%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $116.8M | 4.61% | 403,814 | 增持 |
| 2 | IVV | ISHARES TR | $86.0M | 3.40% | 114,825 | 增持 |
| 3 | PWR | QUANTA SVCS INC | $64.7M | 2.55% | 89,793 | 减持 |
| 4 | SCHX | SCHWAB STRATEGIC TR | $54.3M | 2.14% | 1.8M | 增持 |
| 5 | SCHF | SCHWAB STRATEGIC TR | $51.8M | 2.05% | 1.9M | 增持 |
| 6 | SCHG | SCHWAB STRATEGIC TR | $47.5M | 1.87% | 1.4M | 增持 |
| 7 | AVLV | AMERICAN CENTY ETF TR | $45.1M | 1.78% | 494,417 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $43.9M | 1.73% | 117,678 | 增持 |
| 9 | AGG | ISHARES TR | $39.0M | 1.54% | 393,563 | 增持 |
| 10 | CSCO | CISCO SYS INC | $38.4M | 1.52% | 326,757 | 减持 |
| 11 | AVDE | AMERICAN CENTY ETF TR | $37.5M | 1.48% | 420,371 | 增持 |
| 12 | BND | VANGUARD BD INDEX FDS | $31.6M | 1.25% | 431,049 | 增持 |
| 13 | VOO | VANGUARD INDEX FDS | $29.6M | 1.17% | 43,122 | 增持 |
| 14 | PYLD | PIMCO ETF TR | $28.7M | 1.13% | 1.1M | 减持 |
| 15 | IWF | ISHARES TR | $27.2M | 1.07% | 218,923 | 增持 |
| 16 | VTV | VANGUARD INDEX FDS | $26.6M | 1.05% | 122,060 | 增持 |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $24.1M | 0.95% | 542,718 | 增持 |
| 18 | DFAT | DIMENSIONAL ETF TRUST | $24.1M | 0.95% | 344,964 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON | $23.4M | 0.92% | 92,040 | 增持 |
| 20 | JPIE | J P MORGAN EXCHANGE TRADED F | $23.2M | 0.92% | 503,272 | 减持 |
| 21 | SCHA | SCHWAB STRATEGIC TR | $23.0M | 0.91% | 635,327 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $22.6M | 0.89% | 113,070 | 增持 |
| 23 | AMZN | AMAZON COM INC | $21.6M | 0.85% | 90,458 | 增持 |
| 24 | VO | VANGUARD INDEX FDS | $21.6M | 0.85% | 267,589 | 增持 |
| 25 | AVGO | BROADCOM INC | $21.0M | 0.83% | 55,649 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR