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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $1,190.78万 | 10.33% | 16,206 | 0 | 0.0% | — | 不变 |
| 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 |
| TLT | ISHARES TR | $863.34万 | 7.49% | 99,900 | 29,400 | 41.7% | $254.07万 | 加仓 |
| AAPL | APPLE INC | $855.15万 | 7.42% | 29,342 | -53 | -0.2% | -$1.54万 | 减仓 |
| AZO | AUTOZONE INC | $586.26万 | 5.09% | 1,831 | -15 | -0.8% | -$4.80万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $540.87万 | 4.69% | 16,432 | 2 | 0.0% | $658 | 加仓 |
| TBIL | RBB FD INC | $477.09万 | 4.14% | 95,685 | -7,403 | -7.2% | -$36.91万 | 减仓 |
| AMZN | AMAZON COM INC | $452.11万 | 3.92% | 18,876 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $314.19万 | 2.73% | 13,500 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $298.73万 | 2.59% | 5,970 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $266.63万 | 2.31% | 14,400 | -50 | -0.3% | -$9,258 | 减仓 |
| HD | HOME DEPOT INC | $207.67万 | 1.80% | 5,895 | -99 | -1.7% | -$3.49万 | 减仓 |
| TSLA | TESLA INC | $200.35万 | 1.74% | 4,762 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP | $141.41万 | 1.23% | 3,980 | 1 | 0.0% | $355 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $129.29万 | 1.12% | 1,383 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $125.07万 | 1.09% | 1,290 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $123.02万 | 1.07% | 5,504 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $121.44万 | 1.05% | 3,224 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $117.48万 | 1.02% | 4,626 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $112.72万 | 0.98% | 9,610 | 9,500 | 8,636.4% | $111.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $105.79万 | 0.92% | 5,344 | 105 | 2.0% | $2.08万 | 加仓 |
| AGNC | AGNC INVT CORP | $86.22万 | 0.75% | 79,100 | 2,800 | 3.7% | $3.05万 | 加仓 |
| DIS | DISNEY WALT CO | $85.18万 | 0.74% | 8,852 | 8,600 | 3,412.7% | $82.76万 | 加仓 |
| MET | METLIFE INC | $83.85万 | 0.73% | 9,792 | 2 | 0.0% | $171 | 加仓 |
| MCD | MCDONALDS CORP | $78.40万 | 0.68% | 2,905 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $76.86万 | 0.67% | 18,208 | 4 | 0.0% | $169 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $75.91万 | 0.66% | 1,472 | 1 | 0.1% | $516 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $68.05万 | 0.59% | 660 | 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 |
| STWD | STARWOOD PPTY TR INC | $61.74万 | 0.54% | 37,700 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $60.36万 | 0.52% | 29,260 | 2 | 0.0% | $41 | 加仓 |
| HAL | HALLIBURTON CO | $58.13万 | 0.50% | 17,126 | 17,001 | 13,600.8% | $57.70万 | 加仓 |
| WMT | WALMART INC | $57.72万 | 0.50% | 5,169 | 1 | 0.0% | $112 | 加仓 |
| AMT | AMERICAN TOWER CORP | $55.61万 | 0.48% | 3,400 | 3,400 | — | $55.61万 | 新建仓 |
| CVS | CVS HEALTH CORP | $53.28万 | 0.46% | 5,128 | 1 | 0.0% | $104 | 加仓 |
| AFL | AFLAC INC | $52.76万 | 0.46% | 4,500 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $52.66万 | 0.46% | 4,756 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $51.67万 | 0.45% | 7,100 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $50.24万 | 0.44% | 494 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $48.92万 | 0.42% | 2,953 | 103 | 3.6% | $1.71万 | 加仓 |
| SHAK | SHAKE SHACK INC | $46.98万 | 0.41% | 8,350 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $45.58万 | 0.40% | 380 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $43.63万 | 0.38% | 4,000 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $42.55万 | 0.37% | 5,796 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $42.29万 | 0.37% | 3,093 | -184 | -5.6% | -$2.52万 | 减仓 |
| ADBE | ADOBE INC | $41.17万 | 0.36% | 2,003 | -1 | -0.0% | -$206 | 减仓 |
| GE | GE AEROSPACE | $40.18万 | 0.35% | 1,076 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $39.59万 | 0.34% | 4,000 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $39.05万 | 0.34% | 8,400 | 8,400 | — | $39.05万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $37.29万 | 0.32% | 1,250 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $35.93万 | 0.31% | 4,421 | -99 | -2.2% | -$8,045 | 减仓 |
| V | VISA INC | $35.89万 | 0.31% | 1,036 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $31.49万 | 0.27% | 268 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $29.95万 | 0.26% | 2,554 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $29.20万 | 0.25% | 2,000 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $28.39万 | 0.25% | 2,778 | -100 | -3.5% | -$1.02万 | 减仓 |
| SYY | SYSCO CORP | $28.20万 | 0.24% | 3,375 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $26.94万 | 0.23% | 12,050 | 8,200 | 213.0% | $18.33万 | 加仓 |
| FHI | FEDERATED HERMES INC | $26.64万 | 0.23% | 4,818 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $26.57万 | 0.23% | 3,475 | -80 | -2.3% | -$6,117 | 减仓 |
| META | META PLATFORMS INC | $25.19万 | 0.22% | 434 | -30 | -6.5% | -$1.74万 | 减仓 |
| ETR | ENTERGY CORP | $24.83万 | 0.22% | 2,200 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $24.81万 | 0.22% | 4,006 | 2,801 | 232.4% | $17.35万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $24.78万 | 0.22% | 2,283 | 2 | 0.1% | $217 | 加仓 |
| C | CITIGROUP INC | $24.52万 | 0.21% | 1,750 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.48万 | 0.20% | 1,882 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $23.16万 | 0.20% | 452 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $22.59万 | 0.20% | 2,607 | 1 | 0.0% | $87 | 加仓 |
| GLD | SPDR GOLD TR | $22.23万 | 0.19% | 600 | 114 | 23.5% | $4.22万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $22.03万 | 0.19% | 2,041 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $20.66万 | 0.18% | 2,501 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $20.62万 | 0.18% | 8,400 | 8,300 | 8,300.0% | $20.38万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $20.40万 | 0.18% | 5,700 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $19.87万 | 0.17% | 8,300 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $18.26万 | 0.16% | 3,401 | 3,400 | 340,000.0% | $18.25万 | 加仓 |
| MDT | MEDTRONIC PLC | $18.18万 | 0.16% | 2,324 | 2,200 | 1,774.2% | $17.21万 | 加仓 |
| DEO | DIAGEO PLC | $17.94万 | 0.16% | 2,271 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $17.59万 | 0.15% | 1,395 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $17.26万 | 0.15% | 462 | 100 | 27.6% | $3.74万 | 加仓 |
| RTX | RTX CORPORATION | $17.25万 | 0.15% | 900 | 399 | 79.6% | $7.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $17.13万 | 0.15% | 1,166 | -2 | -0.2% | -$294 | 减仓 |
| CSX | CSX CORP | $16.16万 | 0.14% | 3,400 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $15.80万 | 0.14% | 5,000 | 5,000 | — | $15.80万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $15.11万 | 0.13% | 4,765 | 1 | 0.0% | $32 | 加仓 |
| ABBV | ABBVIE INC | $15.06万 | 0.13% | 600 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $14.93万 | 0.13% | 1,186 | 0 | 0.0% | — | 不变 |
| RH | RH | $14.81万 | 0.13% | 900 | -140 | -13.5% | -$2.30万 | 减仓 |
| QCOM | QUALCOMM INC | $14.70万 | 0.13% | 800 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $14.47万 | 0.13% | 500 | 300 | 150.0% | $8.69万 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $14.46万 | 0.13% | 9,800 | -294,600 | -96.8% | -$434.83万 | 减仓 |
| TRP | TC ENERGY CORP | $13.81万 | 0.12% | 2,100 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $13.75万 | 0.12% | 5,752 | -1,493 | -20.6% | -$3.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $13.41万 | 0.12% | 248 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $13.09万 | 0.11% | 305 | -100 | -24.7% | -$4.29万 | 减仓 |
| GIS | GENERAL MILLS INC | $11.67万 | 0.10% | 3,200 | -1,100 | -25.6% | -$4.01万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $11.53万 | 0.10% | 313 | 1 | 0.3% | $368 | 加仓 |
| INTC | INTEL CORP | $11.41万 | 0.10% | 899 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $11.09万 | 0.10% | 1,264 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $11.01万 | 0.10% | 3,289 | 2,400 | 270.0% | $8.04万 | 加仓 |
| SLV | ISHARES SILVER TR | $10.91万 | 0.09% | 2,037 | 0 | 0.0% | — | 不变 |