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 |
|---|---|---|---|---|---|---|---|---|
| ES | EVERSOURCE ENERGY | $10.88万 | 0.09% | 1,506 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $10.29万 | 0.09% | 397 | 155 | 64.0% | $4.02万 | 加仓 |
| SO | SOUTHERN CO | $10.16万 | 0.09% | 1,068 | 0 | 0.0% | — | 不变 |
| JOYY | JOYY INC | $9.90万 | 0.09% | 1,500 | 1,500 | — | $9.90万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $9.66万 | 0.08% | 141 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.55万 | 0.08% | 200 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $9.36万 | 0.08% | 505 | 1 | 0.2% | $185 | 加仓 |
| ADSK | AUTODESK INC | $9.20万 | 0.08% | 473 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $9.00万 | 0.08% | 173 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $8.91万 | 0.08% | 1,110 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $8.48万 | 0.07% | 2,400 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $8.03万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST SA | $7.94万 | 0.07% | 1,000 | 1,000 | — | $7.94万 | 新建仓 |
| FDX | FEDEX CORP | $7.85万 | 0.07% | 250 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $7.48万 | 0.06% | 549 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $7.40万 | 0.06% | 890 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $7.39万 | 0.06% | 595 | 2 | 0.3% | $249 | 加仓 |
| IRM | IRON MTN INC DEL | $7.31万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP | $7.15万 | 0.06% | 200 | 100 | 100.0% | $3.57万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $7.11万 | 0.06% | 1,261 | 3 | 0.2% | $169 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $7.09万 | 0.06% | 400 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $6.95万 | 0.06% | 117 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $6.61万 | 0.06% | 625 | 375 | 150.0% | $3.97万 | 加仓 |
| ENB | ENBRIDGE INC | $6.45万 | 0.06% | 1,211 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $6.44万 | 0.06% | 400 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $6.43万 | 0.06% | 143 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $6.40万 | 0.06% | 800 | 600 | 300.0% | $4.80万 | 加仓 |
| SPGI | S&P GLOBAL INC | $6.35万 | 0.06% | 156 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $5.70万 | 0.05% | 395 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $5.62万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $5.50万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $5.39万 | 0.05% | 550 | -100 | -15.4% | -$9,799 | 减仓 |
| SPYI | NEOS ETF TRUST | $5.29万 | 0.05% | 997 | 29 | 3.0% | $1,539 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $5.23万 | 0.05% | 4,815 | 3,800 | 374.4% | $4.12万 | 加仓 |
| — | TIDAL TRUST II | $5.14万 | 0.04% | 1,800 | 1,800 | — | $5.14万 | 新建仓 |
| SCI | SERVICE CORP INTL | $5.08万 | 0.04% | 662 | 3 | 0.5% | $230 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $4.95万 | 0.04% | 838 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $4.75万 | 0.04% | 1,286 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $4.60万 | 0.04% | 620 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $4.55万 | 0.04% | 230 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $4.52万 | 0.04% | 740 | 403 | 119.6% | $2.46万 | 加仓 |
| BCE | BCE INC | $4.46万 | 0.04% | 2,100 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $4.40万 | 0.04% | 1,275 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $4.40万 | 0.04% | 700 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $4.32万 | 0.04% | 196 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $4.32万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $4.23万 | 0.04% | 75 | 50 | 200.0% | $2.82万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $4.23万 | 0.04% | 382 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $4.16万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $4.06万 | 0.04% | 394 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $3.90万 | 0.03% | 239 | -200 | -45.6% | -$3.26万 | 减仓 |
| NUE | NUCOR CORP | $3.79万 | 0.03% | 172 | 100 | 138.9% | $2.20万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $3.78万 | 0.03% | 120 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $3.74万 | 0.03% | 1,966 | 32 | 1.7% | $609 | 加仓 |
| TMUS | T-MOBILE US INC | $3.58万 | 0.03% | 208 | 2 | 1.0% | $345 | 加仓 |
| GL | GLOBE LIFE INC | $3.57万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $3.57万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $3.56万 | 0.03% | 1,328 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $3.48万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $3.32万 | 0.03% | 203 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $3.21万 | 0.03% | 2,598 | 770 | 42.1% | $9,502 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $3.17万 | 0.03% | 600 | 600 | — | $3.17万 | 新建仓 |
| BX | BLACKSTONE INC | $3.15万 | 0.03% | 264 | 3 | 1.1% | $357 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3.09万 | 0.03% | 114 | -300 | -72.5% | -$8.13万 | 减仓 |
| CLX | CLOROX CO DEL | $3.05万 | 0.03% | 320 | 0 | 0.0% | — | 不变 |
| NEWT | NEWTEKONE INC | $2.96万 | 0.03% | 1,969 | 38 | 2.0% | $572 | 加仓 |
| DBX | DROPBOX INC | $2.84万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.79万 | 0.02% | 191 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2.77万 | 0.02% | 313 | 1 | 0.3% | $89 | 加仓 |
| OKLO | OKLO INC | $2.75万 | 0.02% | 525 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.75万 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $2.66万 | 0.02% | 394 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2.62万 | 0.02% | 451 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $2.61万 | 0.02% | 92 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $2.59万 | 0.02% | 124 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $2.57万 | 0.02% | 487 | 1 | 0.2% | $53 | 加仓 |
| CHAT | TIDAL TRUST II | $2.56万 | 0.02% | 274 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $2.56万 | 0.02% | 2,975 | -25 | -0.8% | -$215 | 减仓 |
| WELL | WELLTOWER INC | $2.56万 | 0.02% | 112 | 1 | 0.9% | $228 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $2.50万 | 0.02% | 404 | -2,500 | -86.1% | -$15.44万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $2.49万 | 0.02% | 200 | 200 | — | $2.49万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $2.41万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $2.41万 | 0.02% | 441 | 1 | 0.2% | $55 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2.38万 | 0.02% | 258 | 2 | 0.8% | $184 | 加仓 |
| CAVA | CAVA GROUP INC | $2.35万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $2.33万 | 0.02% | 244 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $2.33万 | 0.02% | 156 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.32万 | 0.02% | 481 | 6 | 1.3% | $289 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $2.18万 | 0.02% | 2,250 | 0 | 0.0% | — | 不变 |
| BOC | BOSTON OMAHA CORP | $2.13万 | 0.02% | 500 | 430 | 614.3% | $1.84万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $2.11万 | 0.02% | 595 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2.05万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $2.02万 | 0.02% | 21 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $2.01万 | 0.02% | 458 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $2.01万 | 0.02% | 419 | 136 | 48.1% | $6,516 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $1.97万 | 0.02% | 384 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $1.95万 | 0.02% | 715 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $1.95万 | 0.02% | 125 | 125 | — | $1.95万 | 新建仓 |
| DOW | DOW HLDGS INC | $1.92万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.89万 | 0.02% | 260 | 0 | 0.0% | — | 不变 |