VISTA CAPITAL PARTNERS, INC.
PORTLAND OR · SEC CIK 0001486946
$50.68亿2026Q1 申报市值
156持仓数
97.0%前十大占比 · 第一大 80.4%
9 / 6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
BRK/A 加仓+$5,026.98万
VNQ 加仓+$419.11万
VTI 加仓+$296.04万
VOO 加仓+$143.35万
AAPL 加仓+$79.72万
2026Q1 卖出最多 按季末市值估算
VTV 减仓-$210.44万
VUG 减仓-$128.33万
VB 减仓-$78.16万
AGG 清仓-$74.60万
QQQ 减仓-$61.54万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DFA U.S. Small Cap Value ETF | $80.67万 | 0.02% | 23,021 | -99 | -0.4% | -$3,469 | 减仓 |
| LLY | Lilly Eli & Company | $81.22万 | 0.02% | 883 | -75 | -7.8% | -$6.90万 | 减仓 |
| VGIT | Vanguard Int-Term Treasury Fund | $82.76万 | 0.02% | 13,898 | 3,983 | 40.2% | $23.72万 | 加仓 |
| TSLA | Tesla Motors Inc | $82.86万 | 0.02% | 2,229 | 383 | 20.7% | $14.24万 | 加仓 |
| SO | The Southern Company | $84.86万 | 0.02% | 8,792 | 61 | 0.7% | $5,888 | 加仓 |
| APD | Air Prod & Chemicals Inc | $86.35万 | 0.02% | 2,973 | 327 | 12.4% | $9.50万 | 加仓 |
| — | Pacific West Bancorp Ord | $86.45万 | 0.02% | 74,207 | 0 | 0.0% | — | 不变 |
| DVYE | iShares Emerging Markets Dividend ETF | $92.68万 | 0.02% | 26,957 | 0 | 0.0% | — | 不变 |
| QDF | FlexShares Quality Dividend ETF | $93.03万 | 0.02% | 11,762 | 0 | 0.0% | — | 不变 |
| VTEI | Vanguard Int-Term Tax Exempt ETF | $95.62万 | 0.02% | 9,568 | 0 | 0.0% | — | 不变 |
| IWR | iShares Russell Midcap ETF | $96.12万 | 0.02% | 9,886 | -51 | -0.5% | -$4,959 | 减仓 |
| META | Meta Platforms Inc | $97.47万 | 0.02% | 1,704 | 447 | 35.6% | $25.57万 | 加仓 |
| IBM | International Business Machines | $101.56万 | 0.02% | 4,190 | 704 | 20.2% | $17.06万 | 加仓 |
| — | DFA U.S. Vector Equity ETF | $103.05万 | 0.02% | 17,363 | 4,724 | 37.4% | $28.04万 | 加仓 |
| IWM | iShares Russell 2000 Index Fund | $107.63万 | 0.02% | 4,340 | 410 | 10.4% | $10.17万 | 加仓 |
| VT | Vanguard Total World Stock Index | $109.11万 | 0.02% | 7,888 | 798 | 11.3% | $11.04万 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $113.74万 | 0.02% | 9,150 | -415 | -4.3% | -$5.16万 | 减仓 |
| — | Summit Bank Group Inc | $117.83万 | 0.02% | 60,579 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology Inc | $117.91万 | 0.02% | 3,490 | 188 | 5.7% | $6.35万 | 加仓 |
| AVGO | Broadcom Inc. | $118.65万 | 0.02% | 3,834 | 988 | 34.7% | $30.58万 | 加仓 |
| — | Exxon Mobil | $122.33万 | 0.02% | 7,210 | 1,378 | 23.6% | $23.38万 | 加仓 |
| — | Avantis Emerging Markets Small Cap ETF | $127.29万 | 0.03% | 20,068 | -2,876 | -12.5% | -$18.24万 | 减仓 |
| AVSU | Avantis U.S. Responsible ETF | $134.66万 | 0.03% | 18,216 | 0 | 0.0% | — | 不变 |
| IWV | Ishares Tr Russell | $136.78万 | 0.03% | 3,690 | -132 | -3.5% | -$4.89万 | 减仓 |
| VV | Vanguard Large Cap | $142.41万 | 0.03% | 4,765 | -32 | -0.7% | -$9,563 | 减仓 |
| JNJ | Johnson & Johnson | $145.78万 | 0.03% | 5,964 | 10 | 0.2% | $2,444 | 加仓 |
| CVX | Chevron | $147.18万 | 0.03% | 7,114 | 1,591 | 28.8% | $32.92万 | 加仓 |
| VEA | Vanguard Developed Markets ETF | $152.13万 | 0.03% | 23,741 | 6,517 | 37.8% | $41.76万 | 加仓 |
| NKE | Nike | $152.90万 | 0.03% | 28,948 | 517 | 1.8% | $2.73万 | 加仓 |
| IVV | iShares Core S&P 500 | $154.68万 | 0.03% | 2,368 | -139 | -5.5% | -$9.08万 | 减仓 |
| VSGX | Vanguard ESG International Stock Fund | $159.66万 | 0.03% | 22,258 | -331 | -1.5% | -$2.37万 | 减仓 |
| QQQ | NASDAQ 100 Shares | $166.37万 | 0.03% | 2,882 | -1,066 | -27.0% | -$61.54万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $170.34万 | 0.03% | 18,816 | -1,131 | -5.7% | -$10.24万 | 减仓 |
| SCHA | Schwab U.S. Small Cap Fund | $185.54万 | 0.04% | 63,804 | -2,316 | -3.5% | -$6.73万 | 减仓 |
| GOOG | Google Inc Class C | $187.43万 | 0.04% | 6,534 | 354 | 5.7% | $10.15万 | 加仓 |
| DFSU | DFA U.S. Sustainability ETF | $201.36万 | 0.04% | 49,004 | 847 | 1.8% | $3.48万 | 加仓 |
| IWD | iShares Russell 1000 Value Index Fund | $202.54万 | 0.04% | 9,479 | 0 | 0.0% | — | 不变 |
| IWB | iShares Russell 1000 ETF | $206.06万 | 0.04% | 5,779 | -247 | -4.1% | -$8.81万 | 减仓 |
| DFIS | DFA International Small Cap ETF | $219.98万 | 0.04% | 65,333 | -10,119 | -13.4% | -$34.07万 | 减仓 |
| JPM | J. P. Morgan Chase | $221.71万 | 0.04% | 7,537 | 1,183 | 18.6% | $34.80万 | 加仓 |
| COST | Costco Wholesale | $295.47万 | 0.06% | 2,965 | 186 | 6.7% | $18.54万 | 加仓 |
| SBUX | Starbucks | $296.79万 | 0.06% | 33,127 | -1,371 | -4.0% | -$12.28万 | 减仓 |
| GOOGL | Google Inc Class A | $315.58万 | 0.06% | 10,974 | 2,083 | 23.4% | $59.90万 | 加仓 |
| AMZN | Amazon.com | $349.08万 | 0.07% | 16,761 | 2,981 | 21.6% | $62.09万 | 加仓 |
| — | DFA U.S. Core Equity II Fund | $382.37万 | 0.08% | 98,397 | 3,421 | 3.6% | $13.29万 | 加仓 |
| DFEM | DFA Emerging Markets Core Equity II ETF | $400.55万 | 0.08% | 115,934 | 2,056 | 1.8% | $7.10万 | 加仓 |
| VNQI | Vanguard Int'l REIT Index Fund | $423.40万 | 0.08% | 95,253 | -281 | -0.3% | -$1.25万 | 减仓 |
| IWF | iShares Russell 1000 Growth Index Fund | $493.00万 | 0.10% | 11,562 | -127 | -1.1% | -$5.42万 | 减仓 |
| SPY | SPDRs - S&P 500 Index Fund | $601.85万 | 0.12% | 9,254 | -94 | -1.0% | -$6.11万 | 减仓 |
| NVDA | Nvidia Corp | $604.32万 | 0.12% | 34,651 | 2,509 | 7.8% | $43.76万 | 加仓 |
| SYK | Stryker Corp | $637.76万 | 0.13% | 19,409 | 30 | 0.2% | $9,858 | 加仓 |
| DFIC | DFA International Core Equity II ETF | $645.56万 | 0.13% | 181,694 | 17,423 | 10.6% | $61.90万 | 加仓 |
| SCHH | Schwab U.S. REIT Fund | $742.78万 | 0.15% | 345,641 | -4,467 | -1.3% | -$9.60万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $778.90万 | 0.15% | 13,035 | 2,399 | 22.6% | $143.35万 | 加仓 |
| MSFT | Microsoft Corp | $1,202.32万 | 0.24% | 32,480 | 1,171 | 3.7% | $43.35万 | 加仓 |
| AAPL | Apple Inc | $1,284.53万 | 0.25% | 50,614 | 3,141 | 6.6% | $79.72万 | 加仓 |
| SCHB | Schwab U.S. Broad Market Index Fund | $2,006.88万 | 0.40% | 799,554 | -5,434 | -0.7% | -$13.64万 | 减仓 |
| VB | Vanguard Small Cap Index Fund | $6,812.59万 | 1.34% | 260,102 | -2,984 | -1.1% | -$78.16万 | 减仓 |
| VUG | Vanguard Growth Index Fund | $8,354.89万 | 1.65% | 191,279 | -2,938 | -1.5% | -$128.33万 | 减仓 |
| VNQ | Vanguard REIT Index Fund | $1.28亿 | 2.54% | 1,448,406 | 47,250 | 3.4% | $419.11万 | 加仓 |
| VTV | Vanguard Value Index Fund | $1.50亿 | 2.95% | 763,114 | -10,726 | -1.4% | -$210.44万 | 减仓 |
| VTI | Vanguard Total U.S. Stock Market Index Fund | $3.59亿 | 7.08% | 1,117,965 | 9,228 | 0.8% | $296.04万 | 加仓 |
| BRK/A | Berkshire Hathaway Cl B | $40.76亿 | 80.44% | 5,676 | 70 | 1.2% | $5,026.98万 | 加仓 |