Vision Capital Management, Inc.
PORTLAND OR · SEC CIK 0001417889
$7.92亿2026Q1 申报市值
150持仓数
53.0%前十大占比 · 第一大 9.6%
5 / 2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
MSFT 加仓+$143.07万
VWO 加仓+$130.61万
NFLX 新建仓+$112.20万
BAC 加仓+$96.17万
DIS 加仓+$80.71万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$710.60万
IJR 减仓-$568.31万
IJH 减仓-$329.48万
VBK 减仓-$175.03万
JNJ 减仓-$139.40万
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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$24.15万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -198 | -100.0% | -$21.19万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $20.01万 | 0.03% | 750 | 0 | 0.0% | — | 重新持有 |
| MAS | MASCO CORP | $20.04万 | 0.03% | 3,320 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $20.05万 | 0.03% | 435 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $20.32万 | 0.03% | 227 | 227 | — | $20.32万 | 新建仓 |
| IWD | ISHARES TR | $20.47万 | 0.03% | 958 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $20.62万 | 0.03% | 4,207 | 4,207 | — | $20.62万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $20.78万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $22.09万 | 0.03% | 2,921 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $22.14万 | 0.03% | 3,085 | -298 | -8.8% | -$2.14万 | 减仓 |
| EIX | EDISON INTL | $22.15万 | 0.03% | 3,027 | 3,027 | — | $22.15万 | 新建仓 |
| AVA | AVISTA CORP | $22.40万 | 0.03% | 5,581 | 224 | 4.2% | $8,991 | 加仓 |
| CLX | CLOROX CO DEL | $22.55万 | 0.03% | 2,176 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $22.77万 | 0.03% | 1,548 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $22.80万 | 0.03% | 1,800 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $23.07万 | 0.03% | 2,374 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $23.23万 | 0.03% | 1,974 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.86万 | 0.03% | 1,822 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $23.90万 | 0.03% | 1,239 | -1 | -0.1% | -$193 | 减仓 |
| FSLR | FIRST SOLAR INC | $24.70万 | 0.03% | 1,252 | 84 | 7.2% | $1.66万 | 加仓 |
| IBB | ISHARES TR | $25.33万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $26.84万 | 0.03% | 444 | -1 | -0.2% | -$604 | 减仓 |
| USMV | ISHARES TR | $26.97万 | 0.03% | 2,908 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $27.29万 | 0.03% | 3,015 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $27.37万 | 0.03% | 701 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $27.62万 | 0.03% | 1,982 | -45 | -2.2% | -$6,270 | 减仓 |
| QQQ | INVESCO QQQ TR | $29.08万 | 0.04% | 504 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $29.30万 | 0.04% | 3,438 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $29.55万 | 0.04% | 1,013 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $30.79万 | 0.04% | 1,269 | 1,269 | — | $30.79万 | 新建仓 |
| — | EXXON MOBIL CORP | $31.58万 | 0.04% | 1,861 | 161 | 9.5% | $2.73万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $31.67万 | 0.04% | 1,134 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $33.25万 | 0.04% | 1,250 | -1 | -0.1% | -$266 | 减仓 |
| MCD | MCDONALDS CORP | $35.12万 | 0.04% | 1,130 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $35.59万 | 0.04% | 5,699 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $36.11万 | 0.05% | 2,500 | -283 | -10.2% | -$4.09万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $37.04万 | 0.05% | 1,275 | -1 | -0.1% | -$290 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $38.34万 | 0.05% | 5,105 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $41.66万 | 0.05% | 977 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $42.74万 | 0.05% | 1,965 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $43.42万 | 0.05% | 869 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $43.46万 | 0.05% | 2,799 | 595 | 27.0% | $9.24万 | 加仓 |
| CSCO | CISCO SYS INC | $47.11万 | 0.06% | 6,072 | -261 | -4.1% | -$2.03万 | 减仓 |
| DHR | DANAHER CORP DEL | $47.23万 | 0.06% | 2,491 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $47.28万 | 0.06% | 6,217 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $47.82万 | 0.06% | 2,463 | -77 | -3.0% | -$1.49万 | 减仓 |
| DVY | ISHARES TR | $48.07万 | 0.06% | 3,175 | 76 | 2.5% | $1.15万 | 加仓 |
| VB | VANGUARD INDEX FDS | $48.48万 | 0.06% | 1,851 | 4 | 0.2% | $1,048 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $48.83万 | 0.06% | 10,795 | -2,749 | -20.3% | -$12.43万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $51.73万 | 0.07% | 2,546 | -5 | -0.2% | -$1,016 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $52.06万 | 0.07% | 1,592 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $52.73万 | 0.07% | 5,453 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $53.71万 | 0.07% | 1,445 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $54.17万 | 0.07% | 2,663 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $54.76万 | 0.07% | 773 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $56.52万 | 0.07% | 869 | 120 | 16.0% | $7.81万 | 加仓 |
| INTC | INTEL CORP | $58.73万 | 0.07% | 13,309 | -140 | -1.0% | -$6,178 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $60.77万 | 0.08% | 11,513 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $63.43万 | 0.08% | 3,199 | -207 | -6.1% | -$4.10万 | 减仓 |
| FFIV | F5 INC | $63.48万 | 0.08% | 2,194 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $64.35万 | 0.08% | 6,740 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $64.39万 | 0.08% | 2,802 | -2 | -0.1% | -$460 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $64.45万 | 0.08% | 7,789 | -61 | -0.8% | -$5,048 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $74.47万 | 0.09% | 1,554 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $80.70万 | 0.10% | 11,313 | -63 | -0.6% | -$4,494 | 减仓 |
| HD | HOME DEPOT INC | $84.79万 | 0.11% | 2,578 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $86.82万 | 0.11% | 1,988 | 9 | 0.5% | $3,931 | 加仓 |
| VTI | VANGUARD INDEX FDS | $89.34万 | 0.11% | 2,785 | 40 | 1.5% | $1.28万 | 加仓 |
| IVLU | ISHARES TR | $92.47万 | 0.12% | 23,305 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $92.81万 | 0.12% | 7,468 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $107.89万 | 0.14% | 46,629 | 489 | 1.1% | $1.13万 | 加仓 |
| NFLX | NETFLIX INC. | $112.20万 | 0.14% | 11,669 | 11,669 | — | $112.20万 | 新建仓 |
| TFSL | TFS FINL CORP | $112.48万 | 0.14% | 80,055 | -10,311 | -11.4% | -$14.49万 | 减仓 |
| ADBE | ADOBE INC | $117.63万 | 0.15% | 4,839 | -841 | -14.8% | -$20.44万 | 减仓 |
| ESGE | ISHARES INC | $118.45万 | 0.15% | 26,051 | -235 | -0.9% | -$1.07万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $120.14万 | 0.15% | 8,112 | -56 | -0.7% | -$8,294 | 减仓 |
| CVX | CHEVRON CORPORATION | $120.97万 | 0.15% | 5,847 | 16 | 0.3% | $3,310 | 加仓 |
| VLUE | ISHARES TR | $122.04万 | 0.15% | 8,583 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $126.19万 | 0.16% | 4,399 | -3 | -0.1% | -$861 | 减仓 |
| KMX | CARMAX INC | $132.43万 | 0.17% | 31,850 | 206 | 0.7% | $8,565 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $136.52万 | 0.17% | 18,046 | 7,565 | 72.2% | $57.23万 | 加仓 |
| PINS | PINTEREST INC | $137.60万 | 0.17% | 75,027 | -2,047 | -2.7% | -$3.75万 | 减仓 |
| NKE | NIKE INC | $143.05万 | 0.18% | 27,083 | -544 | -2.0% | -$2.87万 | 减仓 |
| AVGO | BROADCOM INC | $151.92万 | 0.19% | 4,909 | 84 | 1.7% | $2.60万 | 加仓 |
| USB | US BANCORP | $157.72万 | 0.20% | 30,325 | -1,454 | -4.6% | -$7.56万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $158.64万 | 0.20% | 20,367 | 220 | 1.1% | $1.71万 | 加仓 |
| QUAL | ISHARES TR | $162.63万 | 0.21% | 8,479 | -63 | -0.7% | -$1.21万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $170.80万 | 0.22% | 66,614 | -30 | -0.0% | -$769 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $184.26万 | 0.23% | 59,514 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $199.48万 | 0.25% | 19,914 | -5,423 | -21.4% | -$54.32万 | 减仓 |
| NVR | NVR INC | $199.67万 | 0.25% | 303 | -5 | -1.6% | -$3.29万 | 减仓 |
| ESGU | ISHARES TR | $203.70万 | 0.26% | 14,404 | -238 | -1.6% | -$3.37万 | 减仓 |
| DINO | HF SINCLAIR CORP | $206.75万 | 0.26% | 33,138 | -672 | -2.0% | -$4.19万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $214.54万 | 0.27% | 11,760 | -132 | -1.1% | -$2.41万 | 减仓 |
| IWB | ISHARES TR | $219.14万 | 0.28% | 6,146 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $237.74万 | 0.30% | 4,155 | 147 | 3.7% | $8.41万 | 加仓 |
| LOW | LOWES COS INC | $238.08万 | 0.30% | 10,076 | -115 | -1.1% | -$2.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $249.54万 | 0.32% | 8,483 | -3 | -0.0% | -$882 | 减仓 |