Vision Capital Management, Inc.
PORTLAND OR · SEC CIK 0001417889
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $251.68万 | 0.29% | 6,146 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $255.79万 | 0.29% | 18,048 | -2,319 | -11.4% | -$32.87万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $259.55万 | 0.30% | 13,781 | -1,328 | -8.8% | -$25.01万 | 减仓 |
| ESGU | ISHARES TR | $283.95万 | 0.32% | 17,349 | 2,945 | 20.4% | $48.20万 | 加仓 |
| ESML | ISHARES TR | $328.75万 | 0.38% | 58,779 | -1,627 | -2.7% | -$9.10万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $329.33万 | 0.38% | 6,630 | -69 | -1.0% | -$3.43万 | 减仓 |
| ZTS | ZOETIS INC | $339.75万 | 0.39% | 47,279 | 12,418 | 35.6% | $89.24万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $339.77万 | 0.39% | 14,576 | -1,021 | -6.5% | -$23.80万 | 减仓 |
| ESGD | ISHARES TR | $367.49万 | 0.42% | 35,745 | 2,247 | 6.7% | $23.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $371.91万 | 0.42% | 11,362 | 2,879 | 33.9% | $94.24万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $381.40万 | 0.44% | 105,562 | -3,392 | -3.1% | -$12.26万 | 减仓 |
| IWM | ISHARES TR | $395.30万 | 0.45% | 13,157 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $400.08万 | 0.46% | 34,064 | 2,645 | 8.4% | $31.07万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $409.33万 | 0.47% | 18,515 | 18,515 | — | $409.33万 | 新建仓 |
| CVS | CVS HEALTH CORP | $414.80万 | 0.47% | 40,096 | -8,617 | -17.7% | -$89.14万 | 减仓 |
| HON | HONEYWELL INTL INC | $415.88万 | 0.47% | 18,575 | -19,015 | -50.6% | -$425.73万 | 减仓 |
| CRM | SALESFORCE INC | $426.85万 | 0.49% | 27,247 | -748 | -2.7% | -$11.72万 | 减仓 |
| IWP | ISHARES TR | $447.75万 | 0.51% | 30,582 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $453.00万 | 0.52% | 28,861 | -778 | -2.6% | -$12.21万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $498.73万 | 0.57% | 46,393 | 6,257 | 15.6% | $67.26万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $501.21万 | 0.57% | 57,105 | -210 | -0.4% | -$1.84万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $510.54万 | 0.58% | 37,279 | -619 | -1.6% | -$8.48万 | 减仓 |
| IQV | IQVIA HLDGS INC | $529.29万 | 0.60% | 27,393 | -577 | -2.1% | -$11.15万 | 减仓 |
| SLB | SLB LIMITED | $535.36万 | 0.61% | 115,155 | 4,973 | 4.5% | $23.12万 | 加仓 |
| PGR | PROGRESSIVE CORP | $562.21万 | 0.64% | 25,736 | 277 | 1.1% | $6.05万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $572.80万 | 0.65% | 8,340 | 11 | 0.1% | $7,555 | 加仓 |
| SNA | SNAP ON INC | $608.23万 | 0.69% | 15,115 | -285 | -1.9% | -$11.47万 | 减仓 |
| BAC | BANK OF AMER CORP | $617.76万 | 0.71% | 108,417 | -16,213 | -13.0% | -$92.38万 | 减仓 |
| DIS | DISNEY WALT CO | $632.89万 | 0.72% | 65,755 | -432 | -0.7% | -$4.16万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $633.58万 | 0.72% | 122,359 | -751 | -0.6% | -$3.89万 | 减仓 |
| AMAT | APPLIED MATLS INC | $635.21万 | 0.73% | 8,786 | -834 | -8.7% | -$60.30万 | 减仓 |
| LLY | ELI LILLY & CO | $703.85万 | 0.80% | 5,868 | -56 | -0.9% | -$6.72万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $704.79万 | 0.80% | 115,939 | 3,890 | 3.5% | $23.65万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $724.31万 | 0.83% | 21,239 | -2,960 | -12.2% | -$100.94万 | 减仓 |
| WSO | WATSCO INC | $725.36万 | 0.83% | 17,406 | -84 | -0.5% | -$3.50万 | 减仓 |
| QCOM | QUALCOMM INC | $839.56万 | 0.96% | 45,433 | -2,381 | -5.0% | -$44.00万 | 减仓 |
| IJH | ISHARES TR | $852.02万 | 0.97% | 110,494 | -3,198 | -2.8% | -$24.66万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $894.27万 | 1.02% | 154,986 | -2,155 | -1.4% | -$12.43万 | 减仓 |
| SBUX | STARBUCKS CORP | $914.99万 | 1.04% | 89,538 | -1,175 | -1.3% | -$12.01万 | 减仓 |
| AMGN | AMGEN INC | $1,033.93万 | 1.18% | 28,552 | -150 | -0.5% | -$5.43万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,138.32万 | 1.30% | 33,060 | -322 | -1.0% | -$11.09万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,175.68万 | 1.34% | 424,434 | -9,425 | -2.2% | -$26.11万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,224.25万 | 1.40% | 13,087 | -231 | -1.7% | -$21.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,287.42万 | 1.47% | 50,692 | -169 | -0.3% | -$4.29万 | 减仓 |
| V | VISA INC | $1,599.75万 | 1.83% | 46,628 | -1,824 | -3.8% | -$62.58万 | 减仓 |
| LQD | ISHARES TR | $1,945.55万 | 2.22% | 178,377 | 3,657 | 2.1% | $39.89万 | 加仓 |
| IDEV | ISHARES TR | $2,120.81万 | 2.42% | 238,266 | -2,869 | -1.2% | -$25.54万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,132.64万 | 2.43% | 106,584 | -1,120 | -1.0% | -$22.41万 | 减仓 |
| IAU | ISHARES GOLD TR | $2,324.64万 | 2.65% | 307,858 | 6,263 | 2.1% | $47.29万 | 加仓 |
| AMZN | AMAZON COM INC | $2,326.47万 | 2.66% | 97,611 | -4,295 | -4.2% | -$102.37万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,384.55万 | 2.72% | 63,925 | -504 | -0.8% | -$18.80万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $3,074.26万 | 3.51% | 84,065 | -2,891 | -3.3% | -$105.72万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,860.89万 | 4.41% | 646,823 | 6,233 | 1.0% | $37.20万 | 加仓 |
| GOOGL | ALPHABET INC | $4,194.23万 | 4.79% | 117,364 | -3,491 | -2.9% | -$124.76万 | 减仓 |
| IJR | ISHARES TR | $5,039.47万 | 5.75% | 339,793 | -24,184 | -6.6% | -$358.67万 | 减仓 |
| AAPL | APPLE INC | $6,463.64万 | 7.38% | 223,377 | -1,058 | -0.5% | -$30.61万 | 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 |
| IVV | ISHARES TR | $8,529.66万 | 9.74% | 113,897 | -2,110 | -1.8% | -$158.02万 | 减仓 |