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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $3.42万 | 0.03% | 889 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $3.44万 | 0.03% | 120 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $3.65万 | 0.04% | 1,328 | 34 | 2.6% | $934 | 加仓 |
| BIIB | BIOGEN INC | $3.67万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $3.69万 | 0.04% | 382 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $3.73万 | 0.04% | 1,934 | 33 | 1.7% | $637 | 加仓 |
| ROKU | ROKU INC | $3.78万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $3.80万 | 0.04% | 117 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $3.89万 | 0.04% | 1,828 | 1,552 | 562.3% | $3.30万 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $3.94万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $3.97万 | 0.04% | 899 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $4.09万 | 0.04% | 414 | -25 | -5.7% | -$2,472 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $4.11万 | 0.04% | 700 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $4.32万 | 0.04% | 206 | 1 | 0.5% | $210 | 加仓 |
| LOW | LOWES COS INC | $4.63万 | 0.05% | 196 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $4.64万 | 0.05% | 1,275 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4.68万 | 0.05% | 161 | 100 | 163.9% | $2.90万 | 加仓 |
| SPYI | NEOS ETF TRUST | $4.78万 | 0.05% | 968 | 29 | 3.1% | $1,431 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $4.83万 | 0.05% | 838 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $5.05万 | 0.05% | 248 | 25 | 11.2% | $5,086 | 加仓 |
| BCE | BCE INC | $5.30万 | 0.05% | 2,100 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $5.41万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $5.43万 | 0.05% | 659 | 3 | 0.5% | $247 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $5.50万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $5.80万 | 0.06% | 395 | 282 | 249.6% | $4.14万 | 加仓 |
| MMM | 3M CO | $5.81万 | 0.06% | 400 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $5.96万 | 0.06% | 620 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $6.04万 | 0.06% | 1,286 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $6.13万 | 0.06% | 394 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $6.13万 | 0.06% | 600 | -750 | -55.6% | -$7.66万 | 减仓 |
| MCO | MOODYS CORP | $6.20万 | 0.06% | 143 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $6.54万 | 0.06% | 593 | 2 | 0.3% | $221 | 加仓 |
| ENB | ENBRIDGE INC | $6.56万 | 0.06% | 1,211 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $6.64万 | 0.06% | 156 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $6.64万 | 0.06% | 405 | 75 | 22.7% | $1.23万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $6.70万 | 0.07% | 504 | 176 | 53.7% | $2.34万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6.76万 | 0.07% | 200 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $7.08万 | 0.07% | 890 | 1 | 0.1% | $80 | 加仓 |
| O | REALTY INCOME CORP | $7.37万 | 0.07% | 1,205 | 1 | 0.1% | $61 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $7.63万 | 0.07% | 1,258 | 3 | 0.2% | $182 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $7.98万 | 0.08% | 173 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $8.10万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $8.14万 | 0.08% | 3,850 | 3,400 | 755.6% | $7.19万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $8.15万 | 0.08% | 650 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $8.18万 | 0.08% | 439 | -75 | -14.6% | -$1.40万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $8.43万 | 0.08% | 141 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $8.51万 | 0.08% | 549 | 1 | 0.2% | $155 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $8.52万 | 0.08% | 2,400 | -400 | -14.3% | -$1.42万 | 减仓 |
| XEL | XCEL ENERGY INC | $8.82万 | 0.09% | 1,110 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $8.90万 | 0.09% | 250 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $9.66万 | 0.09% | 501 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $9.99万 | 0.10% | 312 | 1 | 0.3% | $320 | 加仓 |
| QCOM | QUALCOMM INC | $10.30万 | 0.10% | 800 | -200 | -20.0% | -$2.58万 | 减仓 |
| SO | SOUTHERN CO | $10.31万 | 0.10% | 1,068 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $10.43万 | 0.10% | 1,506 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $11.18万 | 0.11% | 362 | 161 | 80.1% | $4.97万 | 加仓 |
| ADSK | AUTODESK INC | $11.32万 | 0.11% | 473 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $11.74万 | 0.11% | 1,264 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $13.05万 | 0.13% | 600 | -300 | -33.3% | -$6.52万 | 减仓 |
| TRP | TC ENERGY CORP | $13.15万 | 0.13% | 2,100 | -750 | -26.3% | -$4.70万 | 减仓 |
| SLV | ISHARES SILVER TR | $13.88万 | 0.14% | 2,037 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $13.96万 | 0.14% | 3,400 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $14.27万 | 0.14% | 1,186 | 0 | 0.0% | — | 不变 |
| RH | RH | $14.54万 | 0.14% | 1,040 | -100 | -8.8% | -$1.40万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $15.97万 | 0.16% | 4,764 | 1 | 0.0% | $34 | 加仓 |
| GIS | GENERAL MILLS INC | $16.00万 | 0.16% | 4,300 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $16.87万 | 0.16% | 1,168 | -199 | -14.6% | -$2.87万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $16.90万 | 0.16% | 1,022 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $16.90万 | 0.16% | 2,271 | -550 | -19.5% | -$4.09万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $16.98万 | 0.17% | 2,904 | 2,500 | 618.8% | $14.62万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $18.27万 | 0.18% | 1,395 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $18.67万 | 0.18% | 8,300 | -50 | -0.6% | -$1,124 | 减仓 |
| CSCO | CISCO SYS INC | $19.82万 | 0.19% | 2,554 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $19.85万 | 0.19% | 1,750 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $19.94万 | 0.19% | 2,041 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $20.34万 | 0.20% | 7,245 | 7 | 0.1% | $197 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $20.69万 | 0.20% | 2,501 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $20.91万 | 0.20% | 486 | 56 | 13.0% | $2.41万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $21.34万 | 0.21% | 5,700 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $22.27万 | 0.22% | 660 | 55 | 9.1% | $1.86万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $22.44万 | 0.22% | 2,281 | -198 | -8.0% | -$1.95万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $22.54万 | 0.22% | 452 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $22.64万 | 0.22% | 3,000 | 3,000 | — | $22.64万 | 新建仓 |
| GEV | GE VERNOVA INC | $23.39万 | 0.23% | 268 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $23.55万 | 0.23% | 2,606 | 1 | 0.0% | $90 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $23.73万 | 0.23% | 2,000 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $24.07万 | 0.23% | 3,375 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $24.27万 | 0.24% | 1,250 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $24.72万 | 0.24% | 2,200 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $25.78万 | 0.25% | 2,878 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $25.84万 | 0.25% | 3,555 | -880 | -19.8% | -$6.40万 | 减仓 |
| META | META PLATFORMS INC | $26.50万 | 0.26% | 464 | 19 | 4.3% | $1.09万 | 加仓 |
| FHI | FEDERATED HERMES INC | $27.32万 | 0.27% | 4,818 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.53万 | 0.27% | 1,882 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $30.51万 | 0.30% | 1,076 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $31.29万 | 0.31% | 1,036 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $34.37万 | 0.34% | 4,520 | -30 | -0.7% | -$2,281 | 减仓 |
| LLY | ELI LILLY & CO | $34.95万 | 0.34% | 380 | -50 | -11.6% | -$4.60万 | 减仓 |
| CVS | CVS HEALTH CORP | $36.82万 | 0.36% | 5,127 | -49 | -0.9% | -$3,519 | 减仓 |
| AGG | ISHARES TR | $39.71万 | 0.39% | 4,000 | -1,000 | -20.0% | -$9.93万 | 减仓 |