Outlook Wealth Advisors, LLC
SHENANDOAH TX · SEC CIK 0001767151
$4.16亿2026Q1 申报市值
310持仓数
30.2%前十大占比 · 第一大 4.4%
35 / 22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
IJR 加仓+$847.95万
EEM 新建仓+$641.94万
EFV 新建仓+$547.91万
ISHG 新建仓+$409.63万
IDV 加仓+$359.54万
2026Q1 卖出最多 按季末市值估算
FMAR 减仓-$942.65万
IXG 清仓-$525.64万
GSEP 减仓-$506.93万
JANW 减仓-$434.16万
OCTW 减仓-$415.30万
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 |
|---|---|---|---|---|---|---|---|---|
| PPA | INVESCO EXCHANGE TRADED FD T | $265.97万 | 0.64% | 16,052 | -244 | -1.5% | -$4.04万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $280.32万 | 0.67% | 6,418 | -1,729 | -21.2% | -$75.52万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $289.63万 | 0.70% | 19,640 | -409 | -2.0% | -$6.03万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $295.90万 | 0.71% | 69,623 | -41,258 | -37.2% | -$175.35万 | 减仓 |
| STC | STEWART INFORMATION SVCS COR | $307.48万 | 0.74% | 49,931 | 95 | 0.2% | $5,850 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $312.68万 | 0.75% | 12,792 | -29 | -0.2% | -$7,089 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $314.52万 | 0.76% | 44,042 | 1,614 | 3.8% | $11.53万 | 加仓 |
| GOOGL | ALPHABET INC | $316.76万 | 0.76% | 11,015 | 71 | 0.6% | $2.04万 | 加仓 |
| CVX | CHEVRON CORPORATION | $321.13万 | 0.77% | 15,521 | -71 | -0.5% | -$1.47万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $335.94万 | 0.81% | 100,551 | -102,235 | -50.4% | -$341.57万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $343.70万 | 0.83% | 103,212 | 6,169 | 6.4% | $20.54万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $370.69万 | 0.89% | 5,700 | -1,030 | -15.3% | -$66.99万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $371.08万 | 0.89% | 117,474 | -118,444 | -50.2% | -$374.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $385.98万 | 0.93% | 10,427 | -122 | -1.2% | -$4.52万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $400.31万 | 0.96% | 150,604 | -151,872 | -50.2% | -$403.68万 | 减仓 |
| ISHG | ISHARES TR | $409.63万 | 0.98% | 55,214 | 55,214 | — | $409.63万 | 新建仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $411.74万 | 0.99% | 107,029 | -107,954 | -50.2% | -$415.30万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $428.83万 | 1.03% | 117,551 | -119,014 | -50.3% | -$434.16万 | 减仓 |
| — | EXXON MOBIL CORP | $507.99万 | 1.22% | 29,942 | -3,300 | -9.9% | -$55.99万 | 减仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $515.48万 | 1.24% | 135,262 | -133,017 | -49.6% | -$506.93万 | 减仓 |
| EFV | ISHARES TR | $547.91万 | 1.32% | 73,688 | 73,688 | — | $547.91万 | 新建仓 |
| IGSB | ISHARES TR | $557.17万 | 1.34% | 106,063 | -10,907 | -9.3% | -$57.30万 | 减仓 |
| AAPL | APPLE INC | $596.92万 | 1.43% | 23,520 | 311 | 1.3% | $7.89万 | 加仓 |
| EEM | ISHARES TR | $641.94万 | 1.54% | 113,067 | 113,067 | — | $641.94万 | 新建仓 |
| EMB | ISHARES TR | $765.11万 | 1.84% | 81,501 | 6,215 | 8.3% | $58.34万 | 加仓 |
| IEFA | ISHARES TR | $845.83万 | 2.03% | 93,460 | 38,049 | 68.7% | $344.35万 | 加仓 |
| IJR | ISHARES TR | $919.33万 | 2.21% | 73,975 | 68,231 | 1,187.9% | $847.95万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $955.45万 | 2.30% | 312,068 | -69,139 | -18.1% | -$211.68万 | 减仓 |
| IDV | ISHARES TR | $998.63万 | 2.40% | 234,734 | 84,511 | 56.3% | $359.54万 | 加仓 |
| HYDB | ISHARES TR | $1,150.19万 | 2.76% | 247,330 | -28,783 | -10.4% | -$133.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,288.62万 | 3.10% | 73,879 | -1,357 | -1.8% | -$23.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,402.45万 | 3.37% | 24,305 | -2,352 | -8.8% | -$135.72万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $1,528.38万 | 3.67% | 318,020 | -84,767 | -21.0% | -$407.38万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,632.53万 | 3.92% | 83,259 | 4,758 | 6.1% | $93.29万 | 加仓 |
| IVV | ISHARES TR | $1,829.94万 | 4.40% | 28,043 | -4,853 | -14.8% | -$316.68万 | 减仓 |