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 |
|---|---|---|---|---|---|---|---|---|
| CHRW | C H ROBINSON WORLDWIDE IN | $250.92万 | 0.32% | 15,109 | -329 | -2.1% | -$5.46万 | 减仓 |
| ESML | ISHARES TR | $284.03万 | 0.36% | 60,406 | -11,672 | -16.2% | -$54.88万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $284.38万 | 0.36% | 15,597 | -65 | -0.4% | -$1.19万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $299.14万 | 0.38% | 6,699 | 104 | 1.6% | $4.64万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $316.84万 | 0.40% | 108,954 | -786 | -0.7% | -$2.29万 | 减仓 |
| ESGD | ISHARES TR | $320.31万 | 0.40% | 33,498 | -786 | -2.3% | -$7.52万 | 减仓 |
| IWM | ISHARES TR | $326.29万 | 0.41% | 13,157 | -251 | -1.9% | -$6.22万 | 减仓 |
| AMAT | APPLIED MATLS INC | $328.79万 | 0.42% | 9,620 | 4 | 0.0% | $1,367 | 加仓 |
| CVS | CVS HEALTH CORP | $349.86万 | 0.44% | 48,713 | 974 | 2.0% | $7.00万 | 加仓 |
| IEI | ISHARES TR | $372.63万 | 0.47% | 31,419 | 1,678 | 5.6% | $19.90万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $387.97万 | 0.49% | 24,199 | -3,753 | -13.4% | -$60.17万 | 减仓 |
| IWP | ISHARES TR | $391.82万 | 0.49% | 30,582 | -185 | -0.6% | -$2.37万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $394.86万 | 0.50% | 40,136 | 792 | 2.0% | $7.79万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $406.44万 | 0.51% | 29,639 | 615 | 2.1% | $8.43万 | 加仓 |
| ZTS | ZOETIS INC | $412.09万 | 0.52% | 34,861 | 1,094 | 3.2% | $12.93万 | 加仓 |
| IQV | IQVIA HLDGS INC | $476.99万 | 0.60% | 27,970 | -23 | -0.1% | -$3,922 | 减仓 |
| VOO | VANGUARD INDEX FDS | $497.70万 | 0.63% | 8,329 | -70 | -0.8% | -$4.18万 | 减仓 |
| PGR | PROGRESSIVE CORP | $504.71万 | 0.64% | 25,459 | 195 | 0.8% | $3.87万 | 加仓 |
| CRM | SALESFORCE INC | $522.58万 | 0.66% | 27,995 | 3,779 | 15.6% | $70.54万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $532.34万 | 0.67% | 57,315 | -278 | -0.5% | -$2.58万 | 减仓 |
| LLY | ELI LILLY & CO | $544.89万 | 0.69% | 5,924 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $559.36万 | 0.71% | 15,400 | -1,959 | -11.3% | -$71.15万 | 减仓 |
| SLB | SLB LIMITED | $566.23万 | 0.72% | 110,182 | -12,226 | -10.0% | -$62.83万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $577.51万 | 0.73% | 123,110 | -871 | -0.7% | -$4.09万 | 减仓 |
| BAC | BANK AMERICA CORP | $607.57万 | 0.77% | 124,630 | 19,728 | 18.8% | $96.17万 | 加仓 |
| QCOM | QUALCOMM INC | $615.75万 | 0.78% | 47,814 | 2,438 | 5.4% | $31.40万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $615.77万 | 0.78% | 37,898 | 167 | 0.4% | $2.71万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $633.97万 | 0.80% | 112,049 | 3,209 | 2.9% | $18.16万 | 加仓 |
| WSO | WATSCO INC | $636.27万 | 0.80% | 17,490 | 26 | 0.1% | $9,459 | 加仓 |
| DIS | DISNEY WALT CO | $637.91万 | 0.81% | 66,187 | 8,374 | 14.5% | $80.71万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $701.95万 | 0.89% | 157,141 | 202 | 0.1% | $9,023 | 加仓 |
| IJH | ISHARES TR | $767.76万 | 0.97% | 113,692 | -48,790 | -30.0% | -$329.48万 | 减仓 |
| SBUX | STARBUCKS CORP | $812.70万 | 1.03% | 90,713 | 1,723 | 1.9% | $15.44万 | 加仓 |
| — | HONEYWELL INTL INC | $849.65万 | 1.07% | 37,590 | 158 | 0.4% | $3.57万 | 加仓 |
| AMGN | AMGEN INC | $1,009.89万 | 1.28% | 28,702 | -83 | -0.3% | -$2.92万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,070.06万 | 1.35% | 33,382 | -24 | -0.1% | -$7,693 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,073.80万 | 1.36% | 433,859 | -5,250 | -1.2% | -$12.99万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,243.24万 | 1.57% | 50,861 | -5,703 | -10.1% | -$139.40万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,327.05万 | 1.68% | 13,318 | -19 | -0.1% | -$1.89万 | 减仓 |
| V | VISA INC | $1,464.40万 | 1.85% | 48,452 | 92 | 0.2% | $2.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,878.36万 | 2.37% | 107,704 | 410 | 0.4% | $7.15万 | 加仓 |
| LQD | ISHARES TR | $1,904.27万 | 2.40% | 174,720 | 3,604 | 2.1% | $39.28万 | 加仓 |
| IDEV | ISHARES TR | $2,015.17万 | 2.54% | 241,135 | -1,898 | -0.8% | -$15.86万 | 减仓 |
| AMZN | AMAZON COM INC | $2,122.40万 | 2.68% | 101,906 | 3,650 | 3.7% | $76.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,384.98万 | 3.01% | 64,429 | 3,865 | 6.4% | $143.07万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2,628.25万 | 3.32% | 86,956 | -5,791 | -6.2% | -$175.03万 | 减仓 |
| IAU | ISHARES GOLD TR | $2,658.86万 | 3.36% | 301,595 | -80,603 | -21.1% | -$710.60万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,462.39万 | 4.37% | 640,590 | 24,165 | 3.9% | $130.61万 | 加仓 |
| GOOGL | ALPHABET INC | $3,475.30万 | 4.39% | 120,855 | 349 | 0.3% | $10.04万 | 加仓 |
| IJR | ISHARES TR | $4,524.59万 | 5.71% | 363,977 | -45,717 | -11.2% | -$568.31万 | 减仓 |
| AAPL | APPLE INC | $5,695.93万 | 7.19% | 224,435 | -3,483 | -1.5% | -$88.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,420.23万 | 9.37% | 1,157,964 | -3,803 | -0.3% | -$24.37万 | 减仓 |
| IVV | ISHARES TR | $7,577.69万 | 9.57% | 116,007 | 1,114 | 1.0% | $72.77万 | 加仓 |