13F 机构持仓

VISION FINANCIAL MARKETS LLC

STAMFORD CT · SEC CIK 0001378145

2026Q22026Q1 更早 9 个季度 🔒
$1.15亿2026Q2 申报市值
413持仓数
57.7%前十大占比 · 第一大 10.3%
16 / 29新建仓 / 清仓
申报市值走势$1.15亿2026Q2
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

QQQ 10.3%
SPY 9.3%
TLT 7.5%
AAPL 7.4%
AZO 5.1%
JPM 4.7%
TBIL 4.1%
AMZN 3.9%
WSM 2.7%
BRK/B 2.6%

2026Q2 买入最多 按季末市值估算

TLT 加仓+$254.07万
XLY 加仓+$111.42万
DIS 加仓+$82.76万
HAL 加仓+$57.70万
AMT 新建仓+$55.61万

2026Q2 卖出最多 按季末市值估算

SLS 减仓-$434.83万
ZIM 清仓-$74.57万
PSA 清仓-$51.47万
PANW 清仓-$48.10万
TBIL 减仓-$36.91万

2026Q2 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
BCE BCE INC $4.46万0.04%2,100 00.0% — 不变
USB US BANCORP $4.52万0.04%740 403119.6% $2.46万 加仓
RDDT REDDIT INC $4.55万0.04%230 00.0% — 不变
NFLX NETFLIX INC. $4.60万0.04%620 00.0% — 不变
BP BP PLC $4.75万0.04%1,286 00.0% — 不变
MDLZ MONDELEZ INTL INC $4.95万0.04%838 00.0% — 不变
SCI SERVICE CORP INTL $5.08万0.04%662 30.5% $230 加仓
— TIDAL TRUST II $5.14万0.04%1,800 1,800— $5.14万 新建仓
OBDC BLUE OWL CAPITAL CORPORATION $5.23万0.05%4,815 3,800374.4% $4.12万 加仓
SPYI NEOS ETF TRUST $5.29万0.05%997 293.0% $1,539 加仓
BABA ALIBABA GROUP HLDG LTD $5.39万0.05%550 -100-15.4% -$9,799 减仓
PGF INVESCO EXCHANGE TRADED FD T $5.50万0.05%4,000 00.0% — 不变
ROKU ROKU INC $5.62万0.05%400 00.0% — 不变
ORCL ORACLE CORP $5.70万0.05%395 00.0% — 不变
SPGI S&P GLOBAL INC $6.35万0.06%156 00.0% — 不变
HYG ISHARES TR $6.40万0.06%800 600300.0% $4.80万 加仓
MCO MOODYS CORP $6.43万0.06%143 00.0% — 不变
MMM 3M CO $6.44万0.06%400 00.0% — 不变
ENB ENBRIDGE INC $6.45万0.06%1,211 00.0% — 不变
NOW SERVICENOW INC $6.61万0.06%625 375150.0% $3.97万 加仓
XSD SPDR SERIES TRUST $6.95万0.06%117 00.0% — 不变
BMO BANK MONTREAL MEDIUM $7.09万0.06%400 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $7.11万0.06%1,261 30.2% $169 加仓
GOOGL ALPHABET INC CAP $7.15万0.06%200 100100.0% $3.57万 加仓
IRM IRON MTN INC DEL $7.31万0.06%600 00.0% — 不变
AVUV AMERICAN CENTY ETF TR $7.39万0.06%595 20.3% $249 加仓
WFC WELLS FARGO & CO $7.40万0.06%890 00.0% — 不变
PEP PEPSICO INC $7.48万0.06%549 00.0% — 不变
FDX FEDEX CORP $7.85万0.07%250 00.0% — 不变
CIB GRUPO CIBEST SA $7.94万0.07%1,000 1,000— $7.94万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $8.03万0.07%1,000 00.0% — 不变
LNC LINCOLN NATL CORP IND $8.48万0.07%2,400 00.0% — 不变
XEL XCEL ENERGY INC $8.91万0.08%1,110 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $9.00万0.08%173 00.0% — 不变
ADSK AUTODESK INC $9.20万0.08%473 00.0% — 不变
XLK SELECT SECTOR SPDR TR $9.36万0.08%505 10.2% $185 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $9.55万0.08%200 00.0% — 不变
VOO VANGUARD INDEX FDS $9.66万0.08%141 00.0% — 不变
JOYY JOYY INC $9.90万0.09%1,500 1,500— $9.90万 新建仓
SO SOUTHERN CO $10.16万0.09%1,068 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDI $10.29万0.09%397 15564.0% $4.02万 加仓
ES EVERSOURCE ENERGY $10.88万0.09%1,506 00.0% — 不变
SLV ISHARES SILVER TR $10.91万0.09%2,037 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $11.01万0.10%3,289 2,400270.0% $8.04万 加仓
NEE NEXTERA ENERGY INC $11.09万0.10%1,264 00.0% — 不变
INTC INTEL CORP $11.41万0.10%899 00.0% — 不变
VTI VANGUARD INDEX FDS $11.53万0.10%313 10.3% $368 加仓
GIS GENERAL MILLS INC $11.67万0.10%3,200 -1,100-25.6% -$4.01万 减仓
DELL DELL TECHNOLOGIES INC $13.09万0.11%305 -100-24.7% -$4.29万 减仓
AMD ADVANCED MICRO DEVICES INC $13.41万0.12%248 00.0% — 不变
PFE PFIZER INC $13.75万0.12%5,752 -1,493-20.6% -$3.57万 减仓
TRP TC ENERGY CORP $13.81万0.12%2,100 00.0% — 不变
SLS SELLAS LIFE SCIENCES GROUP I $14.46万0.13%9,800 -294,600-96.8% -$434.83万 减仓
BE BLOOM ENERGY CORP $14.47万0.13%500 300150.0% $8.69万 加仓
QCOM QUALCOMM INC $14.70万0.13%800 00.0% — 不变
RH RH $14.81万0.13%900 -140-13.5% -$2.30万 减仓
MRK MERCK & CO INC $14.93万0.13%1,186 00.0% — 不变
ABBV ABBVIE INC $15.06万0.13%600 00.0% — 不变
KMI KINDER MORGAN INC DEL $15.11万0.13%4,765 10.0% $32 加仓
TSCO TRACTOR SUPPLY CO $15.80万0.14%5,000 5,000— $15.80万 新建仓
CSX CSX CORP $16.16万0.14%3,400 00.0% — 不变
PG PROCTER & GAMBLE CO $17.13万0.15%1,166 -2-0.2% -$294 减仓
RTX RTX CORPORATION $17.25万0.15%900 39979.6% $7.65万 加仓
AVGO BROADCOM INC $17.26万0.15%462 10027.6% $3.74万 加仓
DUK DUKE ENERGY CORP NEW $17.59万0.15%1,395 00.0% — 不变
DEO DIAGEO PLC $17.94万0.16%2,271 00.0% — 不变
MDT MEDTRONIC PLC $18.18万0.16%2,324 2,2001,774.2% $17.21万 加仓
SU SUNCOR ENERGY INC NEW $18.26万0.16%3,401 3,400340,000.0% $18.25万 加仓
KHC KRAFT HEINZ CO $19.87万0.17%8,300 00.0% — 不变
AB ALLIANCEBERNSTEIN HLDG L P $20.40万0.18%5,700 00.0% — 不变
CMCSA COMCAST CORP NEW $20.62万0.18%8,400 8,3008,300.0% $20.38万 加仓
VCIT VANGUARD SCOTTSDALE FDS $20.66万0.18%2,501 00.0% — 不变
PRU PRUDENTIAL FINL INC $22.03万0.19%2,041 00.0% — 不变
GLD SPDR GOLD TR $22.23万0.19%600 11423.5% $4.22万 加仓
OKE ONEOK INC NEW $22.59万0.20%2,607 10.0% $87 加仓
MA MASTERCARD INCORPORATED $23.16万0.20%452 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $23.48万0.20%1,882 00.0% — 不变
C CITIGROUP INC $24.52万0.21%1,750 00.0% — 不变
UPS UNITED PARCEL SVCS INC $24.78万0.22%2,283 20.1% $217 加仓
O REALTY INCOME CORP $24.81万0.22%4,006 2,801232.4% $17.35万 加仓
ETR ENTERGY CORP $24.83万0.22%2,200 00.0% — 不变
META META PLATFORMS INC $25.19万0.22%434 -30-6.5% -$1.74万 减仓
ADM ARCHER DANIELS MIDLAND CO $26.57万0.23%3,475 -80-2.3% -$6,117 减仓
FHI FEDERATED HERMES INC $26.64万0.23%4,818 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $26.94万0.23%12,050 8,200213.0% $18.33万 加仓
SYY SYSCO CORP $28.20万0.24%3,375 00.0% — 不变
SBUX STARBUCKS CORP $28.39万0.25%2,778 -100-3.5% -$1.02万 减仓
BNY BANK NEW YORK MELLON CORP $29.20万0.25%2,000 00.0% — 不变
CSCO CISCO SYS INC $29.95万0.26%2,554 00.0% — 不变
GEV GE VERNOVA INC $31.49万0.27%268 00.0% — 不变
V VISA INC $35.89万0.31%1,036 00.0% — 不变
KO COCA COLA CO $35.93万0.31%4,421 -99-2.2% -$8,045 减仓
TXN TEXAS INSTRS INC $37.29万0.32%1,250 00.0% — 不变
SLB SLB LIMITED $39.05万0.34%8,400 8,400— $39.05万 新建仓
AGG ISHARES TR $39.59万0.34%4,000 00.0% — 不变
GE GE AEROSPACE $40.18万0.35%1,076 00.0% — 不变
ADBE ADOBE INC $41.17万0.36%2,003 -1-0.0% -$206 减仓
— EXXON MOBIL CORP $42.29万0.37%3,093 -184-5.6% -$2.52万 减仓
BND VANGUARD BD INDEX FDS $42.55万0.37%5,796 00.0% — 不变
LQD ISHARES TR $43.63万0.38%4,000 00.0% — 不变