VISION FINANCIAL MARKETS LLC
STAMFORD CT · SEC CIK 0001378145
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $45.58万 | 0.40% | 380 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $46.98万 | 0.41% | 8,350 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $48.92万 | 0.42% | 2,953 | 103 | 3.6% | $1.71万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.24万 | 0.44% | 494 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $51.67万 | 0.45% | 7,100 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $52.66万 | 0.46% | 4,756 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $52.76万 | 0.46% | 4,500 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $53.28万 | 0.46% | 5,128 | 1 | 0.0% | $104 | 加仓 |
| AMT | AMERICAN TOWER CORP | $55.61万 | 0.48% | 3,400 | 3,400 | — | $55.61万 | 新建仓 |
| WMT | WALMART INC | $57.72万 | 0.50% | 5,169 | 1 | 0.0% | $112 | 加仓 |
| HAL | HALLIBURTON CO | $58.13万 | 0.50% | 17,126 | 17,001 | 13,600.8% | $57.70万 | 加仓 |
| T | AT&T INC | $60.36万 | 0.52% | 29,260 | 2 | 0.0% | $41 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $61.74万 | 0.54% | 37,700 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $67.24万 | 0.58% | 3,722 | 2,700 | 264.2% | $48.78万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $68.05万 | 0.59% | 660 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $75.91万 | 0.66% | 1,472 | 1 | 0.1% | $516 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $76.86万 | 0.67% | 18,208 | 4 | 0.0% | $169 | 加仓 |
| MCD | MCDONALDS CORP | $78.40万 | 0.68% | 2,905 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $83.85万 | 0.73% | 9,792 | 2 | 0.0% | $171 | 加仓 |
| DIS | DISNEY WALT CO | $85.18万 | 0.74% | 8,852 | 8,600 | 3,412.7% | $82.76万 | 加仓 |
| AGNC | AGNC INVT CORP | $86.22万 | 0.75% | 79,100 | 2,800 | 3.7% | $3.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $105.79万 | 0.92% | 5,344 | 105 | 2.0% | $2.08万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $112.72万 | 0.98% | 9,610 | 9,500 | 8,636.4% | $111.42万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $117.48万 | 1.02% | 4,626 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $121.44万 | 1.05% | 3,224 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $123.02万 | 1.07% | 5,504 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $125.07万 | 1.09% | 1,290 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $129.29万 | 1.12% | 1,383 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP | $141.41万 | 1.23% | 3,980 | 1 | 0.0% | $355 | 加仓 |
| TSLA | TESLA INC | $200.35万 | 1.74% | 4,762 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $207.67万 | 1.80% | 5,895 | -99 | -1.7% | -$3.49万 | 减仓 |
| AN | AUTONATION INC | $266.63万 | 2.31% | 14,400 | -50 | -0.3% | -$9,258 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $298.73万 | 2.59% | 5,970 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $314.19万 | 2.73% | 13,500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $452.11万 | 3.92% | 18,876 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $477.09万 | 4.14% | 95,685 | -7,403 | -7.2% | -$36.91万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $540.87万 | 4.69% | 16,432 | 2 | 0.0% | $658 | 加仓 |
| AZO | AUTOZONE INC | $586.26万 | 5.09% | 1,831 | -15 | -0.8% | -$4.80万 | 减仓 |
| AAPL | APPLE INC | $855.15万 | 7.42% | 29,342 | -53 | -0.2% | -$1.54万 | 减仓 |
| TLT | ISHARES TR | $863.34万 | 7.49% | 99,900 | 29,400 | 41.7% | $254.07万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,069.55万 | 9.28% | 14,325 | 100 | 0.7% | $7.47万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,190.78万 | 10.33% | 16,206 | 0 | 0.0% | — | 不变 |