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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $935.37万 | 9.13% | 16,206 | -300 | -1.8% | -$17.32万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $925.05万 | 9.03% | 14,225 | 136 | 1.0% | $8.84万 | 加仓 |
| AAPL | APPLE INC | $746.01万 | 7.28% | 29,395 | -1,365 | -4.4% | -$34.64万 | 减仓 |
| AZO | AUTOZONE INC | $623.54万 | 6.09% | 1,846 | -50 | -2.6% | -$16.89万 | 减仓 |
| TLT | ISHARES TR | $611.16万 | 5.96% | 70,500 | 39,400 | 126.7% | $341.56万 | 重新持有 |
| TBIL | RBB FD INC | $514.00万 | 5.02% | 103,088 | -17,000 | -14.2% | -$84.76万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $483.29万 | 4.72% | 16,430 | -163 | -1.0% | -$4.79万 | 减仓 |
| AMZN | AMAZON COM INC | $393.13万 | 3.84% | 18,876 | -660 | -3.4% | -$13.75万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $286.08万 | 2.79% | 5,970 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $282.15万 | 2.75% | 14,450 | -300 | -2.0% | -$5.86万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $246.15万 | 2.40% | 13,500 | -100 | -0.7% | -$1.82万 | 减仓 |
| HD | HOME DEPOT INC | $197.12万 | 1.92% | 5,994 | -99 | -1.6% | -$3.26万 | 减仓 |
| TSLA | TESLA INC | $177.03万 | 1.73% | 4,762 | 125 | 2.7% | $4.65万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $137.73万 | 1.34% | 1,383 | 43 | 3.2% | $4.28万 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $128.76万 | 1.26% | 304,400 | 304,400 | — | $128.76万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $126.48万 | 1.23% | 5,504 | -300 | -5.2% | -$6.89万 | 减仓 |
| BLK | BLACKROCK INC | $124.06万 | 1.21% | 1,290 | -20 | -1.5% | -$1.92万 | 减仓 |
| MSFT | MICROSOFT CORP | $119.31万 | 1.16% | 3,224 | 181 | 5.9% | $6.70万 | 加仓 |
| GOOG | ALPHABET INC CAP | $114.14万 | 1.11% | 3,979 | 124 | 3.2% | $3.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $113.06万 | 1.10% | 4,626 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $91.38万 | 0.89% | 18,204 | -596 | -3.2% | -$2.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $91.36万 | 0.89% | 5,239 | 180 | 3.6% | $3.14万 | 加仓 |
| MCD | MCDONALDS CORP | $90.26万 | 0.88% | 2,905 | 1 | 0.0% | $311 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $88.91万 | 0.87% | 1,471 | -50 | -3.3% | -$3.02万 | 减仓 |
| T | AT&T INC | $84.82万 | 0.83% | 29,258 | -161 | -0.5% | -$4,667 | 减仓 |
| AGNC | AGNC INVT CORP | $76.53万 | 0.75% | 76,300 | -24,300 | -24.2% | -$24.37万 | 重新持有 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $74.57万 | 0.73% | 28,300 | 28,300 | — | $74.57万 | 新建仓 |
| SHAK | SHAKE SHACK INC | $73.87万 | 0.72% | 8,350 | -1,800 | -17.7% | -$15.92万 | 减仓 |
| MET | METLIFE INC | $69.23万 | 0.68% | 9,790 | 2 | 0.0% | $141 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $64.92万 | 0.63% | 37,700 | -4,000 | -9.6% | -$6.89万 | 减仓 |
| WMT | WALMART INC | $64.22万 | 0.63% | 5,168 | -1,000 | -16.2% | -$12.43万 | 减仓 |
| CVX | CHEVRON CORPORATION | $58.96万 | 0.58% | 2,850 | 2 | 0.1% | $414 | 加仓 |
| — | EXXON MOBIL CORP | $55.60万 | 0.54% | 3,277 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $53.83万 | 0.53% | 4,756 | -72 | -1.5% | -$8,149 | 减仓 |
| WMB | WILLIAMS COS INC | $51.67万 | 0.50% | 7,100 | -1,500 | -17.4% | -$10.92万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $51.47万 | 0.50% | 1,900 | 1,900 | — | $51.47万 | 新建仓 |
| AFL | AFLAC INC | $49.37万 | 0.48% | 4,500 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $48.71万 | 0.48% | 2,004 | -25 | -1.2% | -$6,077 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $48.10万 | 0.47% | 3,000 | 3,000 | — | $48.10万 | 新建仓 |
| LQD | ISHARES TR | $43.60万 | 0.43% | 4,000 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $42.68万 | 0.42% | 5,796 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $41.71万 | 0.41% | 494 | 1 | 0.2% | $844 | 加仓 |
| AGG | ISHARES TR | $39.71万 | 0.39% | 4,000 | -1,000 | -20.0% | -$9.93万 | 减仓 |
| CVS | CVS HEALTH CORP | $36.82万 | 0.36% | 5,127 | -49 | -0.9% | -$3,519 | 减仓 |
| LLY | ELI LILLY & CO | $34.95万 | 0.34% | 380 | -50 | -11.6% | -$4.60万 | 减仓 |
| KO | COCA COLA CO | $34.37万 | 0.34% | 4,520 | -30 | -0.7% | -$2,281 | 减仓 |
| V | VISA INC | $31.29万 | 0.31% | 1,036 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $30.51万 | 0.30% | 1,076 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.53万 | 0.27% | 1,882 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $27.32万 | 0.27% | 4,818 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $26.50万 | 0.26% | 464 | 19 | 4.3% | $1.09万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $25.84万 | 0.25% | 3,555 | -880 | -19.8% | -$6.40万 | 减仓 |
| SBUX | STARBUCKS CORP | $25.78万 | 0.25% | 2,878 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $24.72万 | 0.24% | 2,200 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $24.27万 | 0.24% | 1,250 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $24.07万 | 0.23% | 3,375 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $23.73万 | 0.23% | 2,000 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $23.55万 | 0.23% | 2,606 | 1 | 0.0% | $90 | 加仓 |
| GEV | GE VERNOVA INC | $23.39万 | 0.23% | 268 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $22.64万 | 0.22% | 3,000 | 3,000 | — | $22.64万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $22.54万 | 0.22% | 452 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $22.44万 | 0.22% | 2,281 | -198 | -8.0% | -$1.95万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $22.27万 | 0.22% | 660 | 55 | 9.1% | $1.86万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $21.34万 | 0.21% | 5,700 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $20.91万 | 0.20% | 486 | 56 | 13.0% | $2.41万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $20.69万 | 0.20% | 2,501 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $20.34万 | 0.20% | 7,245 | 7 | 0.1% | $197 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $19.94万 | 0.19% | 2,041 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $19.85万 | 0.19% | 1,750 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $19.82万 | 0.19% | 2,554 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $18.67万 | 0.18% | 8,300 | -50 | -0.6% | -$1,124 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $18.27万 | 0.18% | 1,395 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $16.98万 | 0.17% | 2,904 | 2,500 | 618.8% | $14.62万 | 加仓 |
| DEO | DIAGEO PLC | $16.90万 | 0.16% | 2,271 | -550 | -19.5% | -$4.09万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $16.90万 | 0.16% | 1,022 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $16.87万 | 0.16% | 1,168 | -199 | -14.6% | -$2.87万 | 减仓 |
| GIS | GENERAL MILLS INC | $16.00万 | 0.16% | 4,300 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $15.97万 | 0.16% | 4,764 | 1 | 0.0% | $34 | 加仓 |
| RH | RH | $14.54万 | 0.14% | 1,040 | -100 | -8.8% | -$1.40万 | 减仓 |
| MRK | MERCK & CO INC | $14.27万 | 0.14% | 1,186 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $13.96万 | 0.14% | 3,400 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $13.88万 | 0.14% | 2,037 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $13.15万 | 0.13% | 2,100 | -750 | -26.3% | -$4.70万 | 减仓 |
| ABBV | ABBVIE INC | $13.05万 | 0.13% | 600 | -300 | -33.3% | -$6.52万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $11.74万 | 0.11% | 1,264 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $11.32万 | 0.11% | 473 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $11.18万 | 0.11% | 362 | 161 | 80.1% | $4.97万 | 加仓 |
| ES | EVERSOURCE ENERGY | $10.43万 | 0.10% | 1,506 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $10.31万 | 0.10% | 1,068 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $10.30万 | 0.10% | 800 | -200 | -20.0% | -$2.58万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $9.99万 | 0.10% | 312 | 1 | 0.3% | $320 | 加仓 |
| RTX | RTX CORPORATION | $9.66万 | 0.09% | 501 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $8.90万 | 0.09% | 250 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $8.82万 | 0.09% | 1,110 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $8.52万 | 0.08% | 2,400 | -400 | -14.3% | -$1.42万 | 减仓 |
| PEP | PEPSICO INC | $8.51万 | 0.08% | 549 | 1 | 0.2% | $155 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8.43万 | 0.08% | 141 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $8.18万 | 0.08% | 439 | -75 | -14.6% | -$1.40万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $8.15万 | 0.08% | 650 | 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 |