VISION FINANCIAL MARKETS LLC
STAMFORD CT · SEC CIK 0001378145
$1.02亿2026Q1 申报市值
425持仓数
56.6%前十大占比 · 第一大 9.1%
28 / 17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
TLT 重新持有+$341.56万
SLS 新建仓+$128.76万
ZIM 新建仓+$74.57万
PSA 新建仓+$51.47万
PANW 新建仓+$48.10万
2026Q1 卖出最多 按季末市值估算
UNH 重新持有-$481.65万
TBIL 减仓-$84.76万
IGSB 清仓-$47.59万
AAPL 减仓-$34.64万
AGNC 重新持有-$24.37万
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 |
|---|---|---|---|---|---|---|---|---|
| XPO | XPO INC | $9,728 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $9,783 | 0.01% | 1,130 | 24 | 2.2% | $208 | 加仓 |
| APP | APPLOVIN CORP | $9,950 | 0.01% | 25 | 25 | — | $9,950 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $9,971 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1.02万 | 0.01% | 76 | -29 | -27.6% | -$3,910 | 减仓 |
| FUTU | FUTU HLDGS LTD | $1.03万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $1.05万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $1.05万 | 0.01% | 400 | 400 | — | $1.05万 | 新建仓 |
| BAC | BANK AMERICA CORP | $1.07万 | 0.01% | 220 | 1 | 0.5% | $49 | 加仓 |
| MDT | MEDTRONIC PLC | $1.07万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| XSW | SPDR SERIES TRUST | $1.10万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $1.11万 | 0.01% | 459 | 4 | 0.9% | $96 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $1.12万 | 0.01% | 1,015 | -500 | -33.0% | -$5,530 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.14万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $1.15万 | 0.01% | 2,906 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHS | $1.15万 | 0.01% | 527 | 10 | 1.9% | $218 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $1.16万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $1.16万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.18万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $1.18万 | 0.01% | 200 | 200 | — | $1.18万 | 新建仓 |
| AAP | ADVANCE AUTO PARTS INC | $1.19万 | 0.01% | 226 | -358 | -61.3% | -$1.89万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $1.20万 | 0.01% | 110 | 110 | — | $1.20万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $1.20万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $1.20万 | 0.01% | 72 | 1 | 1.4% | $167 | 加仓 |
| IGV | ISHARES TR | $1.21万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $1.24万 | 0.01% | 60 | -9 | -13.0% | -$1,861 | 减仓 |
| ECPG | ENCORE CAP GROUP INC | $1.25万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1.25万 | 0.01% | 90 | -200 | -69.0% | -$2.79万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.25万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $1.30万 | 0.01% | 158 | 158 | — | $1.30万 | 新建仓 |
| MO | ALTRIA GROUP INC | $1.32万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $1.37万 | 0.01% | 327 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $1.40万 | 0.01% | 420 | -150 | -26.3% | -$4,998 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.41万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $1.41万 | 0.01% | 595 | 150 | 33.7% | $3,561 | 加仓 |
| TPR | TAPESTRY INC | $1.44万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $1.44万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $1.47万 | 0.01% | 995 | 995 | — | $1.47万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $1.50万 | 0.01% | 76 | 76 | — | $1.50万 | 新建仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $1.50万 | 0.01% | 300 | 300 | — | $1.50万 | 新建仓 |
| BCS | BARCLAYS PLC | $1.51万 | 0.01% | 715 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $1.55万 | 0.02% | 365 | -25 | -6.4% | -$1,061 | 减仓 |
| — | STRATEGY INC | $1.55万 | 0.02% | 220 | -146 | -39.9% | -$1.03万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.58万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.59万 | 0.02% | 346 | 220 | 174.6% | $1.01万 | 加仓 |
| HYG | ISHARES TR | $1.59万 | 0.02% | 200 | -500 | -71.4% | -$3.98万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.63万 | 0.02% | 34 | -25 | -42.4% | -$1.20万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $1.63万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $1.64万 | 0.02% | 193 | 1 | 0.5% | $85 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $1.69万 | 0.02% | 154 | 0 | 0.0% | — | 不变 |
| CHAT | TIDAL TRUST II | $1.69万 | 0.02% | 274 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $1.72万 | 0.02% | 466 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $1.75万 | 0.02% | 337 | 3 | 0.9% | $156 | 加仓 |
| NJR | NEW JERSEY RES CORP | $1.76万 | 0.02% | 320 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.84万 | 0.02% | 283 | 1 | 0.4% | $65 | 加仓 |
| — | DUPONT DE NEMOURS INC | $1.86万 | 0.02% | 407 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.87万 | 0.02% | 260 | -310 | -54.4% | -$2.23万 | 减仓 |
| NRG | NRG ENERGY INC | $1.88万 | 0.02% | 129 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $1.89万 | 0.02% | 691 | 11 | 1.6% | $300 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $1.91万 | 0.02% | 384 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $1.96万 | 0.02% | 1,400 | 1,400 | — | $1.96万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $2.00万 | 0.02% | 2,250 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2.01万 | 0.02% | 312 | 1 | 0.3% | $65 | 加仓 |
| MS | MORGAN STANLEY | $2.04万 | 0.02% | 124 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $2.07万 | 0.02% | 458 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.08万 | 0.02% | 475 | 7 | 1.5% | $306 | 加仓 |
| HSY | HERSHEY CO | $2.08万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| NEWT | NEWTEKONE INC | $2.11万 | 0.02% | 1,931 | 21 | 1.1% | $230 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2.17万 | 0.02% | 440 | 1 | 0.2% | $49 | 加仓 |
| WELL | WELLTOWER INC | $2.19万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $2.21万 | 0.02% | 840 | 840 | — | $2.21万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.27万 | 0.02% | 242 | 242 | — | $2.27万 | 新建仓 |
| DBX | DROPBOX INC | $2.27万 | 0.02% | 1,000 | -750 | -42.9% | -$1.70万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2.28万 | 0.02% | 244 | 1 | 0.4% | $94 | 加仓 |
| MOAT | VANECK ETF TRUST | $2.29万 | 0.02% | 238 | -172 | -42.0% | -$1.66万 | 减仓 |
| XAR | SPDR SERIES TRUST | $2.33万 | 0.02% | 92 | 66 | 253.8% | $1.67万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $2.34万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.43万 | 0.02% | 252 | 1 | 0.4% | $96 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $2.43万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $2.43万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.50万 | 0.02% | 191 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $2.51万 | 0.02% | 394 | -16 | -3.9% | -$1,020 | 减仓 |
| OKLO | OKLO INC | $2.60万 | 0.03% | 525 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $2.61万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $2.63万 | 0.03% | 256 | 1 | 0.4% | $103 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2.64万 | 0.03% | 451 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2.64万 | 0.03% | 500 | 500 | — | $2.64万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $2.70万 | 0.03% | 156 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $2.70万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $2.71万 | 0.03% | 100 | -17,800 | -99.4% | -$481.65万 | 重新持有 |
| BE | BLOOM ENERGY CORP | $2.71万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.78万 | 0.03% | 491 | -396 | -44.6% | -$2.24万 | 减仓 |
| GL | GLOBE LIFE INC | $2.78万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP | $2.88万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $2.92万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $2.98万 | 0.03% | 486 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $3.00万 | 0.03% | 261 | 3 | 1.2% | $345 | 加仓 |
| RDDT | REDDIT INC | $3.10万 | 0.03% | 230 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $3.11万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $3.32万 | 0.03% | 320 | 0 | 0.0% | — | 不变 |