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Livermore
Livermore
中文EN

Visionary Wealth Advisors

SEC CIK
0001802984
最新申報
2026/8/13

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/12 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
437
較 2022 年第 1 季 −1
總值
$11.1 億
較 2022 年第 1 季 −$1.29 億 (−10.4%)
申報日
2022/8/12
SEC
Visionary Wealth Advisors 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
1847 Goedeker Inc28252C117*W EXP 99/99/99922,500$6,000<0.1%00.0%不變–
UPHLUpHealth, Inc.COM14,500$9,000<0.1%+1,000+7.4%加碼歷史
RGTIWRigetti Computing, Inc.*W EXP 99/99/99916,000$1.00 萬<0.1%00.0%不變歷史
ONCTOncternal Therapeutics, Inc.COM10,100$1.10 萬<0.1%00.0%不變歷史
DNNDenison Mines Corp.COM12,500$1.20 萬<0.1%+2,500+25.0%加碼歷史
SENSSenseonics Holdings, Inc.COM11,500$1.20 萬<0.1%00.0%不變歷史
Ambac Finl Group Inc023139116*W EXP 04/30/20210,100$1.30 萬<0.1%−500−4.7%減碼–
CORZCore Scientific, Inc.COMMON STOCK11,200$1.70 萬<0.1%00.0%不變歷史
SRNESorrento Therapeutics, Inc.COM NEW10,994$2.20 萬<0.1%00.0%不變歷史
Planet Labs PBC72703X114*W EXP 12/06/20227,060$2.30 萬<0.1%−5,000−15.6%減碼–
ASTLWAlgoma Steel Group Inc.*W EXP 10/19/20215,000$3.10 萬<0.1%00.0%不變歷史
SACHSachem Capital Corp.COM11,200$4.60 萬<0.1%+11,200新進歷史
SLIStandard Lithium Ltd.COM11,100$4.70 萬<0.1%+300+2.8%加碼歷史
SLVOCredit Suisse AGX LINK SILVER11,400$4.70 萬<0.1%−300−2.6%減碼歷史
NSLNuveen Senior Income FundCOM10,000$4.80 萬<0.1%00.0%不變歷史
RGTIRigetti Computing, Inc.COMMON STOCK13,580$5.00 萬<0.1%00.0%不變歷史
MARAMARA Holdings, Inc.COM10,157$5.40 萬<0.1%+2,472+32.2%加碼歷史
Exchange Traded Concepts Tru301505624BITWISE CRYPTO10,551$5.90 萬<0.1%+10,551新進–
MTTRMatterport, Inc.COM CL A17,457$6.40 萬<0.1%−375−2.1%減碼歷史
IONQIonQ, Inc.COM16,600$7.30 萬<0.1%+62+0.4%加碼歷史
XFLTXAI Floating Rate & Alternative Income TrustCOM10,750$7.50 萬<0.1%+10,750新進歷史
GLDICredit Suisse AGX LINK GOLD SHS11,600$9.10 萬<0.1%+11,600新進歷史
BDJBlackRock Enhanced Equity Dividend TrustCOM10,836$9.60 萬<0.1%+30+0.3%加碼歷史
NSLRNeostellar Capital Corp.COM NEW15,002$9.60 萬<0.1%+348+2.4%加碼歷史
SOFISoFi Technologies, Inc.Stock19,853$10.5 萬<0.1%+2,800+16.4%加碼歷史
PLTRPalantir Technologies Inc.Stock11,604$10.5 萬<0.1%+11,604新進歷史
AMPYAmplify Energy Corp.COM17,350$11.3 萬<0.1%+3,650+26.6%加碼歷史
BRSPBrightSpire Capital, Inc.COM CL A15,193$11.5 萬<0.1%+2,825+22.8%加碼歷史
PLPlanet Labs PBCCOM CL A27,000$11.7 萬<0.1%−997−3.6%減碼歷史
AUPHAurinia Pharmaceuticals Inc.COM11,700$11.8 萬<0.1%+1,000+9.3%加碼歷史
dMY Technology Group, Inc. VI233247204UNIT 99/99/999914,700$14.5 萬<0.1%−5,000−25.4%減碼–
OWLBlue Owl Capital Inc.COM CL A14,775$14.8 萬<0.1%+725+5.2%加碼歷史
MXMagnachip Semiconductor CorpCOM10,200$14.8 萬<0.1%+10,200新進歷史
CPNGCoupang, Inc.CL A11,810$15.1 萬<0.1%+700+6.3%加碼歷史
LUMNLumen Technologies, Inc.Stock15,029$16.4 萬<0.1%−10,142−40.3%減碼歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF12,662$16.6 萬<0.1%+668+5.6%加碼歷史
Social Capital Hedosopha HLDG8251L105SHS CL A17,252$17.1 萬<0.1%−62,650−78.4%減碼–
WBDWarner Bros. Discovery, Inc.Stock13,230$17.8 萬<0.1%+13,230新進歷史
DNPDNP Select Income Fund IncCOM16,545$17.9 萬<0.1%+283+1.7%加碼歷史
ASLEAerSale CorpCOM13,279$19.3 萬<0.1%−371−2.7%減碼歷史
RFRegions Financial CorpCOM10,365$19.4 萬<0.1%−2,096−16.8%減碼歷史
BRGBluerock Residential Growth REIT, Inc.COM CL A7,600$20.0 萬<0.1%+7,600新進歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF2,882$20.2 萬<0.1%+192+7.1%加碼–
Paramount Global92556H206CL B8,172$20.2 萬<0.1%+542+7.1%加碼–
LOWLowes Companies IncStock1,162$20.3 萬<0.1%+1,162新進歷史
ProShares Tr74348A467S&P 500 DV ARIST2,382$20.3 萬<0.1%+2,382新進–
SHYFShyft Group, Inc.COM10,953$20.4 萬<0.1%+28+0.3%加碼歷史
Innovator ETFs Trust45782C326US EQTY BUFR MAY7,282$20.7 萬<0.1%+7,282新進–
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF1,988$21.0 萬<0.1%+1,988新進–
Ushg Acquisition Corp91748P100COM CL A21,500$21.1 萬<0.1%−300−1.4%減碼–
BUDAnheuser-Busch InBev SA/NVADR3,952$21.3 萬<0.1%+3,952新進歷史
DGDollar General CorpCOM867$21.3 萬<0.1%−293−25.3%減碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF7,135$21.4 萬<0.1%+200+2.9%加碼–
VanEck ETF Trust92189F700AGRIBUSINESS ETF2,483$21.5 萬<0.1%+528+27.0%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF4,426$21.7 萬<0.1%−1,698−27.7%減碼–
ALLYAlly Financial Inc.Stock6,461$21.7 萬<0.1%+163+2.6%加碼歷史
ALLAllstate CorpStock1,709$21.7 萬<0.1%−498−22.6%減碼歷史
JJacobs Solutions Inc.COM1,709$21.7 萬<0.1%+3+0.2%加碼歷史
American Centy ETF Tr025072877US SML CP VALU3,188$21.8 萬<0.1%+3,188新進–
LCIDLucid Group, Inc.COM12,797$22.0 萬<0.1%+12,797新進歷史
iShares Tr464288646ISHS 1-5YR INVS4,352$22.0 萬<0.1%−1,941−30.8%減碼–
ARK Innovation ETF00214Q104ETF5,545$22.1 萬<0.1%+837+17.8%加碼–
KMBKimberly Clark CorpStock1,649$22.3 萬<0.1%00.0%不變歷史
PYPLPayPal Holdings, Inc.Stock3,197$22.3 萬<0.1%−1,640−33.9%減碼歷史
MPCMarathon Petroleum CorpStock2,751$22.6 萬<0.1%−427−13.4%減碼歷史
American Centy ETF Tr025072703INTL EQT ETF4,428$22.6 萬<0.1%+80+1.8%加碼–
ADPAutomatic Data Processing IncStock1,090$22.9 萬<0.1%+1,090新進歷史
ETNEaton Corp plcStock1,821$22.9 萬<0.1%+92+5.3%加碼歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG7,744$22.9 萬<0.1%00.0%不變–
ZBRAZebra Technologies CorpCL A780$22.9 萬<0.1%−13−1.6%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF2,908$23.0 萬<0.1%+42+1.5%加碼–
Innovator ETFs Trust45782C573US EQTY PWR BUF8,133$23.0 萬<0.1%00.0%不變–
FCXFreeport-McMoran IncStock7,979$23.3 萬<0.1%−980−10.9%減碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF569$23.5 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33734H106SHS6,054$23.5 萬<0.1%+501+9.0%加碼–
DHRDanaher CorpStock940$23.8 萬<0.1%+940新進歷史
MDTMedtronic plcStock2,665$23.9 萬<0.1%+807+43.4%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF1,071$24.2 萬<0.1%+6+0.6%加碼–
CLFCleveland-Cliffs Inc.COM15,840$24.3 萬<0.1%−1,165−6.9%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF2,660$24.6 萬<0.1%+358+15.6%加碼–
TTDTrade Desk, Inc.Stock5,870$24.6 萬<0.1%+435+8.0%加碼歷史
Alps ETF Tr00162Q452ALERIAN MLP7,169$24.7 萬<0.1%−400−5.3%減碼–
MDLZMondelez International, Inc.Stock4,013$24.9 萬<0.1%−1,182−22.8%減碼歷史
MELIMercadolibre IncCOM395$25.2 萬<0.1%+11+2.9%加碼歷史
CLColgate Palmolive CoStock3,163$25.3 萬<0.1%−16−0.5%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN25,475$25.4 萬<0.1%+6,715+35.8%加碼歷史
ORCLOracle CorpStock3,654$25.5 萬<0.1%−1,495−29.0%減碼歷史
ProShares Tr74347B391EQTS FOR RISIN5,704$25.6 萬<0.1%00.0%不變–
AZNAstraZeneca PLCSPONSORED ADR3,871$25.6 萬<0.1%−120−3.0%減碼歷史
MARMarriott International IncStock1,906$25.9 萬<0.1%+170+9.8%加碼歷史
BLKBlackRock, Inc.COM428$26.1 萬<0.1%−159−27.1%減碼歷史
EPDEnterprise Products Partners L.P.Stock10,804$26.3 萬<0.1%+1,873+21.0%加碼歷史
iShares Select Dividend ETF464287168ETF2,252$26.5 萬<0.1%00.0%不變–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP5,540$26.5 萬<0.1%+210+3.9%加碼歷史
BRTBRT Apartments Corp.COM12,415$26.7 萬<0.1%+2,035+19.6%加碼歷史
IVZInvesco Ltd.Stock16,868$27.2 萬<0.1%−998−5.6%減碼歷史
iShares Tr464288760US AER DEF ETF2,743$27.2 萬<0.1%+2,743新進–
WPCW. P. Carey Inc.COM3,295$27.3 萬<0.1%−191−5.5%減碼歷史
WMWaste Management IncStock1,788$27.4 萬<0.1%+4+0.2%加碼歷史
Vanguard Energy ETF92204A306ETF2,794$27.8 萬<0.1%+511+22.4%加碼–

2022 年第 1 季之後清倉（49 檔）

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

Visionary Wealth Advisors 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
WisdomTree Tr97717X578EM EX ST-OWNED47,366$154.7 萬0.1%–
iShares Tr4642874571 3 YR TREAS BD14,961$124.7 萬0.1%–
VanEck ETF Trust92189F387SHRT HGH YLD MUN49,706$115.6 萬0.1%–
VanEck ETF Trust92189F536LONG MUNI ETF57,303$111.1 萬0.1%–
iShares Tr46436E866IBONDS 25 TRM TS32,026$77.8 萬0.1%–
iShares Tr46434V381FUTU EXPO TE ETF11,843$69.9 萬0.1%–
New York Life Investments Et45409B800MERGE ARBIT ETF19,209$61.4 萬<0.1%–
iShares Tr46436E502US TECH BRKTHR15,979$58.3 萬<0.1%–
NFLXNetflix IncStock1,472$55.2 萬<0.1%歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF6,205$54.7 萬<0.1%–
iShares Tr46435G334MSCI UK ETF NEW15,870$53.4 萬<0.1%–
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD20,303$49.6 萬<0.1%–
Vanguard Scottsdale FDS92206C813LG-TERM COR BD5,168$48.4 萬<0.1%–
Vanguard Index FDS922908652EXTEND MKT ETF2,798$46.4 萬<0.1%–
ISRGIntuitive Surgical IncCOM NEW1,377$41.5 萬<0.1%歷史
DOCUDocuSign, Inc.Stock3,380$36.2 萬<0.1%歷史
ROSTRoss Stores, Inc.COM3,739$33.8 萬<0.1%歷史
GMGeneral Motors CoCOM7,484$32.7 萬<0.1%歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF8,333$32.2 萬<0.1%–
MRVLMarvell Technology, Inc.COM4,151$29.8 萬<0.1%歷史
Vanguard Morningstar Large-Cap ETF922908637ETF1,406$29.3 萬<0.1%–
iShares Tr464289883CORE 30 70 ETF7,530$28.4 萬<0.1%–
CCitigroup IncStock5,178$27.7 萬<0.1%歷史
Exchange Traded Concepts Tru301505889EMQQ EME MAR ETF8,403$27.5 萬<0.1%–
XUnited States Steel CorpCOM7,293$27.5 萬<0.1%歷史
State Street SPDR S&P Homebuilders ETF78464A888ETF4,015$25.4 萬<0.1%–
HUMHumana IncStock579$25.2 萬<0.1%歷史
GSKGSK plcSPONSORED ADR5,706$24.9 萬<0.1%歷史
BPBP PLCADR8,280$24.3 萬<0.1%歷史
LACLithium Americas Corp.COM NEW6,249$24.1 萬<0.1%歷史
MRNAModerna, Inc.Stock1,328$22.9 萬<0.1%歷史
COINCoinbase Global, Inc.COM CL A1,193$22.7 萬<0.1%歷史
CZRCaesars Entertainment, Inc.COM2,917$22.6 萬<0.1%歷史
SPDR Ser Tr78468R648S&P KENSHO NEW4,350$22.6 萬<0.1%–
PECOPhillips Edison & Company, Inc.COMMON STOCK6,550$22.5 萬<0.1%歷史
SLViShares Silver TrustETF9,769$22.4 萬<0.1%歷史
NKENIKE, Inc.Stock1,624$21.8 萬<0.1%歷史
LHXL3HARRIS Technologies, Inc.Stock872$21.7 萬<0.1%歷史
DDOGDatadog, Inc.CL A COM1,435$21.7 萬<0.1%歷史
SWCHSwitch, Inc.CL A6,900$21.3 萬<0.1%歷史
GEGeneral Electric CoStock2,320$21.2 萬<0.1%歷史
FRGFranchise Group, Inc.COM5,100$21.1 萬<0.1%歷史
CTVACorteva, Inc.Stock3,619$20.8 萬<0.1%歷史
iShares Tr464287234MSCI EMG MKT ETF4,574$20.7 萬<0.1%–
PPGPPG Industries IncStock1,569$20.6 萬<0.1%歷史
iShares Select U.S. REIT ETF464287564ETF2,833$20.1 萬<0.1%–
CHICalamos Convertible Opportunities & Income FundSH BEN INT10,947$14.5 萬<0.1%歷史
VTNRVertex Energy Inc.COM13,500$13.4 萬<0.1%歷史
ETF Managers Tr26924G508ETFMG ALTR HRVST10,200$10.6 萬<0.1%–