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 |
|---|---|---|---|---|---|---|---|---|
| PPA | INVESCO EXCHANGE TRADED FD T | $292.49万 | 0.63% | 16,557 | 505 | 3.1% | $8.92万 | 加仓 |
| IYW | ISHARES TR | $296.58万 | 0.64% | 11,758 | 359 | 3.1% | $9.06万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $310.84万 | 0.67% | 52,802 | 5,220 | 11.0% | $30.73万 | 加仓 |
| ONEZ | ELEVATION SERIES TRUST | $316.87万 | 0.68% | 115,043 | 88,936 | 340.7% | $244.96万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $324.04万 | 0.70% | 12,759 | -33 | -0.3% | -$8,381 | 减仓 |
| STC | STEWART INFORMATION SVCS COR | $329.65万 | 0.71% | 49,932 | 1 | 0.0% | $66 | 加仓 |
| VUG | VANGUARD INDEX FDS | $334.33万 | 0.72% | 38,812 | 304 | 0.8% | $2.62万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $343.53万 | 0.74% | 44,367 | 325 | 0.7% | $2.52万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $350.32万 | 0.75% | 76,508 | 6,885 | 9.9% | $31.53万 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $359.36万 | 0.77% | 100,801 | 250 | 0.2% | $8,913 | 加仓 |
| — | EXXON MOBIL CORP | $379.57万 | 0.81% | 27,763 | -2,179 | -7.3% | -$29.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $380.69万 | 0.82% | 10,227 | -200 | -1.9% | -$7.44万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $384.28万 | 0.82% | 108,127 | 108,127 | — | $384.28万 | 新建仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $385.25万 | 0.83% | 89,510 | 89,510 | — | $385.25万 | 新建仓 |
| GOOGL | ALPHABET INC | $385.44万 | 0.83% | 10,782 | -233 | -2.1% | -$8.33万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $388.18万 | 0.83% | 106,513 | 3,301 | 3.2% | $12.03万 | 加仓 |
| ISHG | ISHARES TR | $416.49万 | 0.89% | 56,096 | 882 | 1.6% | $6.55万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $418.62万 | 0.90% | 9,697 | -711 | -6.8% | -$30.69万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $425.35万 | 0.91% | 123,684 | 123,684 | — | $425.35万 | 新建仓 |
| JANW | AIM ETF PRODUCTS TRUST | $456.59万 | 0.98% | 118,060 | 509 | 0.4% | $1.97万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $463.67万 | 0.99% | 6,215 | 515 | 9.0% | $38.42万 | 加仓 |
| IGSB | ISHARES TR | $561.54万 | 1.20% | 107,144 | 1,081 | 1.0% | $5.67万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $573.88万 | 1.23% | 20,140 | 500 | 2.5% | $14.25万 | 加仓 |
| EFV | ISHARES TR | $577.11万 | 1.24% | 75,388 | 1,700 | 2.3% | $13.01万 | 加仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $661.23万 | 1.42% | 190,171 | 190,171 | — | $661.23万 | 新建仓 |
| AAPL | APPLE INC | $675.84万 | 1.45% | 23,357 | -163 | -0.7% | -$4.72万 | 减仓 |
| EEM | ISHARES TR | $782.47万 | 1.68% | 114,378 | 1,311 | 1.2% | $8.97万 | 加仓 |
| EMB | ISHARES TR | $797.91万 | 1.71% | 82,741 | 1,240 | 1.5% | $11.96万 | 加仓 |
| IEFA | ISHARES TR | $918.28万 | 1.97% | 95,081 | 1,621 | 1.7% | $15.66万 | 加仓 |
| IDV | ISHARES TR | $991.08万 | 2.13% | 239,217 | 4,483 | 1.9% | $18.57万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $1,093.54万 | 2.35% | 313,875 | 1,807 | 0.6% | $6.30万 | 加仓 |
| IJR | ISHARES TR | $1,111.34万 | 2.38% | 74,930 | 955 | 1.3% | $14.16万 | 加仓 |
| HYDB | ISHARES TR | $1,132.83万 | 2.43% | 242,213 | -5,117 | -2.1% | -$23.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,470.35万 | 3.16% | 73,506 | -373 | -0.5% | -$7.46万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $1,687.73万 | 3.62% | 320,071 | 2,051 | 0.6% | $10.81万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,785.13万 | 3.83% | 24,240 | -65 | -0.3% | -$4.79万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,832.16万 | 3.93% | 84,073 | 814 | 1.0% | $17.74万 | 加仓 |
| IVV | ISHARES TR | $2,111.75万 | 4.53% | 28,200 | 157 | 0.6% | $11.76万 | 加仓 |