13F 机构持仓

Vision Capital Management, Inc.

PORTLAND OR · SEC CIK 0001417889

2026Q22026Q1 更早 9 个季度 🔒
$8.76亿2026Q2 申报市值
156持仓数
52.8%前十大占比 · 第一大 9.7%
7 / 2新建仓 / 清仓
申报市值走势$8.76亿2026Q2
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

IVV 9.7%
VEA 9.2%
AAPL 7.4%
IJR 5.8%
GOOGL 4.8%
VWO 4.4%
VBK 3.5%
MSFT 2.7%
AMZN 2.7%
IAU 2.7%

2026Q2 买入最多 按季末市值估算

HONA 新建仓+$409.33万
JPM 加仓+$94.24万
ZTS 加仓+$89.24万
UPS 加仓+$67.26万
NFLX 加仓+$65.48万

2026Q2 卖出最多 按季末市值估算

HON 减仓-$425.73万
IJR 减仓-$358.67万
VEA 减仓-$190.99万
IVV 减仓-$158.02万
GOOGL 减仓-$124.76万

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
IVV ISHARES TR $8,529.66万9.74%113,897 -2,110-1.8% -$158.02万 减仓
VEA VANGUARD TAX-MANAGED FDS $8,059.50万9.20%1,131,158 -26,806-2.3% -$190.99万 减仓
AAPL APPLE INC $6,463.64万7.38%223,377 -1,058-0.5% -$30.61万 减仓
IJR ISHARES TR $5,039.47万5.75%339,793 -24,184-6.6% -$358.67万 减仓
GOOGL ALPHABET INC $4,194.23万4.79%117,364 -3,491-2.9% -$124.76万 减仓
VWO VANGUARD INTL EQUITY INDEX F $3,860.89万4.41%646,823 6,2331.0% $37.20万 加仓
VBK VANGUARD INDEX FDS $3,074.26万3.51%84,065 -2,891-3.3% -$105.72万 减仓
MSFT MICROSOFT CORP $2,384.55万2.72%63,925 -504-0.8% -$18.80万 减仓
AMZN AMAZON COM INC $2,326.47万2.66%97,611 -4,295-4.2% -$102.37万 减仓
IAU ISHARES GOLD TR $2,324.64万2.65%307,858 6,2632.1% $47.29万 加仓
NVDA NVIDIA CORPORATION $2,132.64万2.43%106,584 -1,120-1.0% -$22.41万 减仓
IDEV ISHARES TR $2,120.81万2.42%238,266 -2,869-1.2% -$25.54万 减仓
LQD ISHARES TR $1,945.55万2.22%178,377 3,6572.1% $39.89万 加仓
V VISA INC $1,599.75万1.83%46,628 -1,824-3.8% -$62.58万 减仓
JNJ JOHNSON & JOHNSON $1,287.42万1.47%50,692 -169-0.3% -$4.29万 减仓
COST COSTCO WHOLESALE CORPORATION $1,224.25万1.40%13,087 -231-1.7% -$21.61万 减仓
SCHF SCHWAB STRATEGIC TR $1,175.68万1.34%424,434 -9,425-2.2% -$26.11万 减仓
SHW SHERWIN WILLIAMS CO $1,138.32万1.30%33,060 -322-1.0% -$11.09万 减仓
AMGN AMGEN INC $1,033.93万1.18%28,552 -150-0.5% -$5.43万 减仓
SBUX STARBUCKS CORP $914.99万1.04%89,538 -1,175-1.3% -$12.01万 减仓
UHAL/B U HAUL HOLDING COMPANY $894.27万1.02%154,986 -2,155-1.4% -$12.43万 减仓
IJH ISHARES TR $852.02万0.97%110,494 -3,198-2.8% -$24.66万 减仓
QCOM QUALCOMM INC $839.56万0.96%45,433 -2,381-5.0% -$44.00万 减仓
WSO WATSCO INC $725.36万0.83%17,406 -84-0.5% -$3.50万 减仓
PANW PALO ALTO NETWORKS INC $724.31万0.83%21,239 -2,960-12.2% -$100.94万 减仓
SPYV SPDR SERIES TRUST $704.79万0.80%115,939 3,8903.5% $23.65万 加仓
LLY ELI LILLY & CO $703.85万0.80%5,868 -56-0.9% -$6.72万 减仓
AMAT APPLIED MATLS INC $635.21万0.73%8,786 -834-8.7% -$60.30万 减仓
SPEM SPDR INDEX SHS FDS $633.58万0.72%122,359 -751-0.6% -$3.89万 减仓
DIS DISNEY WALT CO $632.89万0.72%65,755 -432-0.7% -$4.16万 减仓
BAC BANK OF AMER CORP $617.76万0.71%108,417 -16,213-13.0% -$92.38万 减仓
SNA SNAP ON INC $608.23万0.69%15,115 -285-1.9% -$11.47万 减仓
VOO VANGUARD INDEX FDS $572.80万0.65%8,340 110.1% $7,555 加仓
PGR PROGRESSIVE CORP $562.21万0.64%25,736 2771.1% $6.05万 加仓
SLB SLB LIMITED $535.36万0.61%115,155 4,9734.5% $23.12万 加仓
IQV IQVIA HLDGS INC $529.29万0.60%27,393 -577-2.1% -$11.15万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $510.54万0.58%37,279 -619-1.6% -$8.48万 减仓
NEE NEXTERA ENERGY INC $501.21万0.57%57,105 -210-0.4% -$1.84万 减仓
UPS UNITED PARCEL SVCS INC $498.73万0.57%46,393 6,25715.6% $67.26万 加仓
WMS ADVANCED DRAIN SYS INC DEL $453.00万0.52%28,861 -778-2.6% -$12.21万 减仓
IWP ISHARES TR $447.75万0.51%30,582 00.0% — 不变
CRM SALESFORCE INC $426.85万0.49%27,247 -748-2.7% -$11.72万 减仓
HON HONEYWELL INTL INC $415.88万0.47%18,575 -19,015-50.6% -$425.73万 减仓
CVS CVS HEALTH CORP $414.80万0.47%40,096 -8,617-17.7% -$89.14万 减仓
HONA HONEYWELL AEROSPACE INC $409.33万0.47%18,515 18,515— $409.33万 新建仓
IEI ISHARES TR $400.08万0.46%34,064 2,6458.4% $31.07万 加仓
IWM ISHARES TR $395.30万0.45%13,157 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $381.40万0.44%105,562 -3,392-3.1% -$12.26万 减仓
JPM JPMORGAN CHASE & CO $371.91万0.42%11,362 2,87933.9% $94.24万 加仓
ESGD ISHARES TR $367.49万0.42%35,745 2,2476.7% $23.10万 加仓
WSM WILLIAMS SONOMA INC $339.77万0.39%14,576 -1,021-6.5% -$23.80万 减仓
ZTS ZOETIS INC $339.75万0.39%47,279 12,41835.6% $89.24万 加仓
VRTX VERTEX PHARMACEUTICALS INC $329.33万0.38%6,630 -69-1.0% -$3.43万 减仓
ESML ISHARES TR $328.75万0.38%58,779 -1,627-2.7% -$9.10万 减仓
ESGU ISHARES TR $283.95万0.32%17,349 2,94520.4% $48.20万 加仓
CHRW C H ROBINSON WORLDWIDE IN $259.55万0.30%13,781 -1,328-8.8% -$25.01万 减仓
CVLT COMMVAULT SYS INC $255.79万0.29%18,048 -2,319-11.4% -$32.87万 减仓
IWB ISHARES TR $251.68万0.29%6,146 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $237.57万0.27%19,566 -348-1.7% -$4.23万 减仓
META META PLATFORMS INC $236.15万0.27%4,192 370.9% $2.08万 加仓
COF CAPITAL ONE FINL CORP $224.77万0.26%11,204 -556-4.7% -$11.15万 减仓
LOW LOWES COS INC $218.09万0.25%9,891 -185-1.8% -$4.08万 减仓
DINO HF SINCLAIR CORP $206.81万0.24%29,693 -3,445-10.4% -$23.99万 减仓
NVR NVR INC $201.68万0.23%296 -7-2.3% -$4.77万 减仓
SCHX SCHWAB STRATEGIC TR $195.82万0.22%66,536 -78-0.1% -$2,296 减仓
AVGO BROADCOM INC $185.12万0.21%4,901 -8-0.2% -$3,022 减仓
INTC INTEL CORP $181.95万0.21%13,031 -278-2.1% -$3.88万 减仓
QUAL ISHARES TR $176.47万0.20%8,042 -437-5.2% -$9.59万 减仓
USB US BANCORP $176.30万0.20%29,188 -1,137-3.7% -$6.87万 减仓
ESGE ISHARES INC $173.93万0.20%31,802 5,75122.1% $31.45万 加仓
SCHM SCHWAB STRATEGIC TR $167.37万0.19%45,394 -14,120-23.7% -$52.06万 减仓
KMX CARMAX INC $165.67万0.19%31,323 -527-1.7% -$2.79万 减仓
VLUE ISHARES TR $155.41万0.18%7,778 -805-9.4% -$16.08万 减仓
AMD ADVANCED MICRO DEVICES INC $154.70万0.18%2,663 00.0% — 不变
PINS PINTEREST INC $153.70万0.18%73,088 -1,939-2.6% -$4.08万 减仓
GOOG ALPHABET INC $150.49万0.17%4,259 -140-3.2% -$4.95万 减仓
NFLX NETFLIX INC. $148.80万0.17%20,840 9,17178.6% $65.48万 加仓
TFSL TFS FINL CORP $142.63万0.16%80,493 4380.5% $7,761 加仓
SUSC ISHARES TR $141.37万0.16%61,063 14,43431.0% $33.42万 加仓
VBIL VANGUARD INSTL INDEX FD $139.74万0.16%18,465 4192.3% $3.17万 加仓
VYM VANGUARD WHITEHALL FDS $128.19万0.15%8,112 00.0% — 不变
VTI VANGUARD INDEX FDS $124.62万0.14%3,368 58320.9% $21.57万 加仓
VUG VANGUARD INDEX FDS $106.89万0.12%12,409 4814.0% $4.14万 加仓
CAT CATERPILLAR INC $103.61万0.12%973 20025.9% $21.30万 加仓
NKE NIKE INC $101.10万0.12%24,629 -2,454-9.1% -$10.07万 减仓
IVLU ISHARES TR $97.46万0.11%23,305 00.0% — 不变
CVX CHEVRON CORPORATION $96.92万0.11%5,847 00.0% — 不变
SYY SYSCO CORP $93.22万0.11%11,153 -160-1.4% -$1.34万 减仓
MA MASTERCARD INCORPORATED $91.53万0.10%1,782 913105.1% $46.89万 加仓
HD HOME DEPOT INC $90.92万0.10%2,578 00.0% — 不变
ADBE ADOBE INC $86.40万0.10%4,214 -625-12.9% -$12.81万 减仓
FFIV F5 INC $85.15万0.10%2,047 -147-6.7% -$6.11万 减仓
WMT WALMART INC $84.58万0.10%7,468 00.0% — 不变
ILCG ISHARES TR $78.87万0.09%6,740 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $77.76万0.09%1,554 00.0% — 不变
CSCO CISCO SYS INC $66.92万0.08%5,697 -375-6.2% -$4.40万 减仓
TXN TEXAS INSTRS INC $66.74万0.08%2,239 -224-9.1% -$6.68万 减仓
SPY STATE STR SPDR S&P 500 ETF T $64.90万0.07%869 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $64.38万0.07%7,789 00.0% — 不变
WM WASTE MGMT INC DEL $62.45万0.07%2,802 00.0% — 不变