Outlook Wealth Advisors, LLC
SHENANDOAH TX · SEC CIK 0001767151
$4.66亿2026Q2 申报市值
305持仓数
30.3%前十大占比 · 第一大 4.5%
25 / 33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
MAYW 新建仓+$661.23万
JUNW 新建仓+$425.35万
GMAY 新建仓+$385.25万
FEBW 新建仓+$384.28万
ONEZ 加仓+$244.96万
2026Q2 卖出最多 按季末市值估算
GSEP 减仓-$529.73万
OCTW 清仓-$411.74万
AIM ETF PRODUCTS 清仓-$400.31万
AIM ETF PRODUCTS 清仓-$371.08万
AIM ETF PRODUCTS 清仓-$166.90万
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 |
|---|---|---|---|---|---|---|---|---|
| IDXX | IDEXX LABS INC | $33.27万 | 0.07% | 632 | -6 | -0.9% | -$3,159 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $33.40万 | 0.07% | 7,584 | 41 | 0.5% | $1,806 | 加仓 |
| LIN | LINDE PLC | $33.63万 | 0.07% | 648 | -5 | -0.8% | -$2,595 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $34.34万 | 0.07% | 5,947 | 36 | 0.6% | $2,079 | 加仓 |
| SKT | TANGER INC | $34.52万 | 0.07% | 8,747 | -16 | -0.2% | -$632 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.74万 | 0.07% | 598 | 598 | — | $34.74万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $35.04万 | 0.08% | 13,951 | 134 | 1.0% | $3,366 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.38万 | 0.08% | 8,560 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $35.60万 | 0.08% | 2,271 | -1 | -0.0% | -$157 | 减仓 |
| GFI | GOLD FIELDS LTD | $35.91万 | 0.08% | 10,691 | -16 | -0.1% | -$537 | 减仓 |
| EWH | ISHARES INC | $36.03万 | 0.08% | 17,137 | 4,287 | 33.4% | $9.01万 | 加仓 |
| EFA | ISHARES TR | $36.07万 | 0.08% | 3,472 | 98 | 2.9% | $1.02万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $36.34万 | 0.08% | 8,195 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $36.40万 | 0.08% | 13,898 | 3,889 | 38.9% | $10.19万 | 加仓 |
| CAT | CATERPILLAR INC | $36.42万 | 0.08% | 342 | -30 | -8.1% | -$3.19万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $36.58万 | 0.08% | 6,143 | -3,034 | -33.1% | -$18.06万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $36.59万 | 0.08% | 1,353 | -1 | -0.1% | -$270 | 减仓 |
| — | INNOVATOR ETFS TRUST | $36.61万 | 0.08% | 8,728 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $37.04万 | 0.08% | 1,656 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $38.04万 | 0.08% | 3,056 | 74 | 2.5% | $9,212 | 加仓 |
| PEP | PEPSICO INC | $38.51万 | 0.08% | 2,845 | 130 | 4.8% | $1.76万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $38.53万 | 0.08% | 12,150 | 4,260 | 54.0% | $13.51万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $38.85万 | 0.08% | 6,213 | -1,854 | -23.0% | -$11.59万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $39.03万 | 0.08% | 399 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $39.52万 | 0.08% | 2,830 | 2,830 | — | $39.52万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $39.54万 | 0.08% | 3,316 | -2 | -0.1% | -$238 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $39.58万 | 0.08% | 6,869 | -222 | -3.1% | -$1.28万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $39.61万 | 0.08% | 12,389 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $39.78万 | 0.09% | 2,570 | -10 | -0.4% | -$1,548 | 减仓 |
| USMV | ISHARES TR | $40.08万 | 0.09% | 4,156 | 42 | 1.0% | $4,051 | 加仓 |
| GRMN | GARMIN LTD | $40.11万 | 0.09% | 1,689 | -32 | -1.9% | -$7,600 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $41.40万 | 0.09% | 9,474 | -26 | -0.3% | -$1,136 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $42.11万 | 0.09% | 9,831 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $42.43万 | 0.09% | 11,542 | -555 | -4.6% | -$2.04万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $42.43万 | 0.09% | 2,959 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $42.58万 | 0.09% | 1,135 | -16 | -1.4% | -$6,003 | 减仓 |
| GOOG | ALPHABET INC | $43.07万 | 0.09% | 1,219 | -60 | -4.7% | -$2.12万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $43.59万 | 0.09% | 2,777 | 14 | 0.5% | $2,197 | 加仓 |
| IPAC | ISHARES TR | $44.40万 | 0.10% | 5,397 | 1,286 | 31.3% | $10.58万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $44.81万 | 0.10% | 2,069 | -18 | -0.9% | -$3,899 | 减仓 |
| IWV | ISHARES TR | $45.54万 | 0.10% | 1,068 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $46.16万 | 0.10% | 5,230 | 1,177 | 29.0% | $10.39万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $46.37万 | 0.10% | 5,283 | 236 | 4.7% | $2.07万 | 加仓 |
| UNP | UNION PAC CORP | $47.21万 | 0.10% | 1,735 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $47.29万 | 0.10% | 1,993 | 58 | 3.0% | $1.38万 | 加仓 |
| BCI | ABRDN ETFS | $47.99万 | 0.10% | 21,385 | 4,998 | 30.5% | $11.22万 | 加仓 |
| GM | GENERAL MTRS CO | $48.50万 | 0.10% | 6,292 | 6,292 | — | $48.50万 | 新建仓 |
| PMAY | INNOVATOR ETFS TRUST | $48.58万 | 0.10% | 11,763 | -140 | -1.2% | -$5,782 | 减仓 |
| EWN | ISHARES INC | $48.63万 | 0.10% | 6,889 | 1,583 | 29.8% | $11.18万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $48.83万 | 0.10% | 14,454 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $48.92万 | 0.10% | 11,568 | -1,346 | -10.4% | -$5.69万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $48.95万 | 0.11% | 2,208 | 2,208 | — | $48.95万 | 新建仓 |
| HON | HONEYWELL INTL INC | $49.44万 | 0.11% | 2,208 | -2,277 | -50.8% | -$50.98万 | 减仓 |
| ICLN | ISHARES TR | $49.80万 | 0.11% | 24,218 | 4,785 | 24.6% | $9.84万 | 加仓 |
| TBIL | RBB FD INC | $50.16万 | 0.11% | 10,060 | 45 | 0.4% | $2,244 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $50.25万 | 0.11% | 9,372 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $50.30万 | 0.11% | 13,837 | 268 | 2.0% | $9,742 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $50.77万 | 0.11% | 9,645 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.53万 | 0.11% | 2,178 | 236 | 12.2% | $5.58万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $51.53万 | 0.11% | 4,695 | 102 | 2.2% | $1.12万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $51.54万 | 0.11% | 9,945 | 50 | 0.5% | $2,591 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $52.42万 | 0.11% | 11,296 | -7,446 | -39.7% | -$34.56万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $52.51万 | 0.11% | 27,826 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR ETFS TRUST | $52.57万 | 0.11% | 9,679 | -2,987 | -23.6% | -$16.22万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $52.89万 | 0.11% | 8,967 | -259 | -2.8% | -$1.53万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $52.95万 | 0.11% | 8,616 | 8,616 | — | $52.95万 | 新建仓 |
| SOXX | ISHARES TR | $53.05万 | 0.11% | 828 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $53.09万 | 0.11% | 24,438 | 24,438 | — | $53.09万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $53.39万 | 0.11% | 10,788 | -254 | -2.3% | -$1.26万 | 减仓 |
| ALV | AUTOLIV INC | $53.52万 | 0.11% | 4,608 | 11 | 0.2% | $1,278 | 加仓 |
| QCOM | QUALCOMM INC | $53.76万 | 0.12% | 2,909 | -182 | -5.9% | -$3.36万 | 减仓 |
| NFLX | NETFLIX INC. | $54.01万 | 0.12% | 7,565 | 15 | 0.2% | $1,071 | 加仓 |
| SPMD | SPDR SERIES TRUST | $54.72万 | 0.12% | 8,111 | -371 | -4.4% | -$2.50万 | 减仓 |
| IBB | ISHARES TR | $55.16万 | 0.12% | 2,889 | 732 | 33.9% | $13.97万 | 加仓 |
| MPC | MARATHON PETE CORP | $55.18万 | 0.12% | 2,158 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $55.29万 | 0.12% | 5,753 | -108 | -1.8% | -$1.04万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $55.50万 | 0.12% | 16,217 | 1,786 | 12.4% | $6.11万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $56.01万 | 0.12% | 18,154 | -4,299 | -19.1% | -$13.26万 | 减仓 |
| T | AT&T INC | $57.20万 | 0.12% | 27,631 | -164 | -0.6% | -$3,395 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $58.33万 | 0.13% | 3,348 | -168 | -4.8% | -$2.93万 | 减仓 |
| STE | STERIS PLC | $59.27万 | 0.13% | 2,814 | 27 | 1.0% | $5,687 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $59.80万 | 0.13% | 433 | -28 | -6.1% | -$3.87万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $61.30万 | 0.13% | 1,283 | -6 | -0.5% | -$2,867 | 减仓 |
| CVS | CVS HEALTH CORP | $61.72万 | 0.13% | 5,966 | 5,966 | — | $61.72万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $63.94万 | 0.14% | 3,908 | 70 | 1.8% | $1.15万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $64.92万 | 0.14% | 9,418 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $65.69万 | 0.14% | 3,737 | 36 | 1.0% | $6,328 | 加仓 |
| CERY | SPDR SERIES TRUST | $66.19万 | 0.14% | 19,827 | 516 | 2.7% | $1.72万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $66.49万 | 0.14% | 3,490 | 56 | 1.6% | $1.07万 | 加仓 |
| CRH | CRH PLC | $67.01万 | 0.14% | 6,262 | 56 | 0.9% | $5,993 | 加仓 |
| DGRW | WISDOMTREE TR | $67.48万 | 0.14% | 7,057 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $67.79万 | 0.15% | 7,238 | 170 | 2.4% | $1.59万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $69.15万 | 0.15% | 2,028 | -296 | -12.7% | -$10.09万 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $69.16万 | 0.15% | 18,575 | -637 | -3.3% | -$2.37万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $69.34万 | 0.15% | 1,350 | -47 | -3.4% | -$2.41万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $69.72万 | 0.15% | 13,105 | -352 | -2.6% | -$1.87万 | 减仓 |
| CI | THE CIGNA GROUP | $70.15万 | 0.15% | 2,545 | 45 | 1.8% | $1.24万 | 加仓 |
| ILCG | ISHARES TR | $70.57万 | 0.15% | 6,031 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.66万 | 0.15% | 1,412 | -29 | -2.0% | -$1.45万 | 减仓 |
| FALN | ISHARES TR | $71.05万 | 0.15% | 26,082 | 636 | 2.5% | $1.73万 | 加仓 |