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 |
|---|---|---|---|---|---|---|---|---|
| RMD | RESMED INC | $87.70万 | 0.21% | 3,907 | -80 | -2.0% | -$1.80万 | 减仓 |
| HD | HOME DEPOT INC | $85.87万 | 0.21% | 2,611 | -1,344 | -34.0% | -$44.20万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $85.48万 | 0.21% | 16,753 | -559 | -3.2% | -$2.85万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $85.48万 | 0.21% | 6,528 | 13 | 0.2% | $1,702 | 加仓 |
| AMZN | AMAZON COM INC | $84.81万 | 0.20% | 4,072 | 183 | 4.7% | $3.81万 | 加仓 |
| SLB | SLB LIMITED | $83.99万 | 0.20% | 16,344 | -574 | -3.4% | -$2.95万 | 减仓 |
| ORCL | ORACLE CORP | $83.19万 | 0.20% | 5,655 | 4,577 | 424.6% | $67.33万 | 加仓 |
| SPGI | S&P GLOBAL INC | $83.14万 | 0.20% | 1,955 | 0 | 0.0% | — | 不变 |
| BMAY | INNOVATOR ETFS TRUST | $82.12万 | 0.20% | 18,300 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $81.83万 | 0.20% | 9,982 | 9,982 | — | $81.83万 | 新建仓 |
| ZTS | ZOETIS INC | $80.87万 | 0.19% | 6,841 | -152 | -2.2% | -$1.80万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $80.80万 | 0.19% | 18,742 | -4 | -0.0% | -$172 | 减仓 |
| T | AT&T INC | $80.58万 | 0.19% | 27,795 | -772 | -2.7% | -$2.24万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $80.09万 | 0.19% | 4,896 | 322 | 7.0% | $5.27万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $80.07万 | 0.19% | 3,474 | -169 | -4.6% | -$3.90万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $79.82万 | 0.19% | 20,056 | -3,399 | -14.5% | -$13.53万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $79.70万 | 0.19% | 10,326 | 46 | 0.4% | $3,550 | 加仓 |
| VGT | VANGUARD WORLD FD | $78.56万 | 0.19% | 1,126 | -1,040 | -48.0% | -$72.56万 | 减仓 |
| TJX | TJX COS INC NEW | $78.51万 | 0.19% | 4,916 | -157 | -3.1% | -$2.51万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $77.50万 | 0.19% | 18,141 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $75.22万 | 0.18% | 8,571 | 2,902 | 51.2% | $25.47万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $74.50万 | 0.18% | 15,211 | -3,568 | -19.0% | -$17.48万 | 减仓 |
| BAC | BANK AMERICA CORP | $73.29万 | 0.18% | 15,034 | -101 | -0.7% | -$4,924 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $73.20万 | 0.18% | 3,701 | -25 | -0.7% | -$4,944 | 减仓 |
| TXN | TEXAS INSTRS INC | $73.09万 | 0.18% | 3,765 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $72.59万 | 0.17% | 7,550 | 77 | 1.0% | $7,404 | 加仓 |
| ETN | EATON CORP PLC | $72.29万 | 0.17% | 2,021 | 5 | 0.2% | $1,788 | 加仓 |
| VB | VANGUARD INDEX FDS | $71.82万 | 0.17% | 2,742 | -59 | -2.1% | -$1.55万 | 减仓 |
| IJK | ISHARES TR | $71.21万 | 0.17% | 7,077 | -583 | -7.6% | -$5.87万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $69.81万 | 0.17% | 1,397 | -3 | -0.2% | -$1,499 | 减仓 |
| SPSM | SPDR SERIES TRUST | $69.60万 | 0.17% | 14,403 | -3,435 | -19.3% | -$16.60万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $68.96万 | 0.17% | 13,679 | 13,679 | — | $68.96万 | 新建仓 |
| SYY | SYSCO CORP | $68.32万 | 0.16% | 9,578 | -543 | -5.4% | -$3.87万 | 减仓 |
| ALL | ALLSTATE CORP | $68.22万 | 0.16% | 3,290 | -117 | -3.4% | -$2.43万 | 减仓 |
| CERY | SPDR SERIES TRUST | $68.05万 | 0.16% | 19,311 | 5,309 | 37.9% | $18.71万 | 加仓 |
| FALN | ISHARES TR | $67.99万 | 0.16% | 25,446 | -36,650 | -59.0% | -$97.93万 | 减仓 |
| ARMK | ARAMARK | $67.98万 | 0.16% | 16,769 | 16,769 | — | $67.98万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $67.87万 | 0.16% | 27,826 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.66万 | 0.16% | 1,441 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $67.36万 | 0.16% | 22,453 | -3,960 | -15.0% | -$11.88万 | 减仓 |
| CI | THE CIGNA GROUP | $66.70万 | 0.16% | 2,500 | -83 | -3.2% | -$2.21万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $66.23万 | 0.16% | 3,838 | 3,838 | — | $66.23万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $65.96万 | 0.16% | 16,049 | 16,049 | — | $65.96万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $65.61万 | 0.16% | 17,847 | -17,665 | -49.7% | -$64.94万 | 减仓 |
| ONEZ | ELEVATION SERIES TRUST | $65.36万 | 0.16% | 26,107 | -25,351 | -49.3% | -$63.47万 | 减仓 |
| CRH | CRH PLC | $65.23万 | 0.16% | 6,206 | -198 | -3.1% | -$2.08万 | 减仓 |
| ASML | ASML HLDG NV | $65.11万 | 0.16% | 493 | -8 | -1.6% | -$1.06万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $64.89万 | 0.16% | 2,145 | -41 | -1.9% | -$1.24万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $64.78万 | 0.16% | 9,418 | 272 | 3.0% | $1.87万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $64.59万 | 0.16% | 13,457 | 0 | 0.0% | — | 不变 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $64.59万 | 0.16% | 19,212 | 7 | 0.0% | $235 | 加仓 |
| PHM | PULTE GROUP INC | $63.13万 | 0.15% | 5,367 | -181 | -3.3% | -$2.13万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $62.93万 | 0.15% | 12,666 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $62.16万 | 0.15% | 3,645 | -114 | -3.0% | -$1.94万 | 减仓 |
| DGRW | WISDOMTREE TR | $61.99万 | 0.15% | 7,057 | -362 | -4.9% | -$3.18万 | 减仓 |
| STE | STERIS PLC | $61.64万 | 0.15% | 2,787 | -94 | -3.3% | -$2.08万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $60.49万 | 0.15% | 3,516 | 48 | 1.4% | $8,258 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $59.12万 | 0.14% | 2,982 | -94 | -3.1% | -$1.86万 | 减仓 |
| ILCG | ISHARES TR | $57.58万 | 0.14% | 6,031 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $57.30万 | 0.14% | 623 | 2 | 0.3% | $1,840 | 加仓 |
| KLAC | KLA CORP | $55.52万 | 0.13% | 377 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $54.71万 | 0.13% | 4,330 | 112 | 2.7% | $1.42万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $54.30万 | 0.13% | 9,226 | 1,245 | 15.6% | $7.33万 | 加仓 |
| MPC | MARATHON PETE CORP | $52.70万 | 0.13% | 2,158 | -39 | -1.8% | -$9,525 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $52.21万 | 0.13% | 9,895 | -317 | -3.1% | -$1.67万 | 减仓 |
| PPL | PPL CORP | $51.83万 | 0.12% | 13,569 | -375 | -2.7% | -$1.43万 | 减仓 |
| GPC | GENUINE PARTS CO | $51.82万 | 0.12% | 4,900 | -163 | -3.2% | -$1.72万 | 减仓 |
| — | STRATEGY SHS | $51.44万 | 0.12% | 16,336 | 5,177 | 46.4% | $16.30万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $50.94万 | 0.12% | 11,042 | 2,611 | 31.0% | $12.04万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $50.36万 | 0.12% | 461 | 22 | 5.0% | $2.40万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $50.23万 | 0.12% | 8,482 | -399 | -4.5% | -$2.36万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $50.22万 | 0.12% | 9,177 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $49.94万 | 0.12% | 10,015 | 15 | 0.1% | $748 | 加仓 |
| — | INNOVATOR ETFS TRUST | $49.67万 | 0.12% | 12,914 | -1,925 | -13.0% | -$7.40万 | 减仓 |
| FISR | SSGA ACTIVE TR | $49.00万 | 0.12% | 19,053 | 10,445 | 121.3% | $26.86万 | 加仓 |
| GFI | GOLD FIELDS LTD | $48.61万 | 0.12% | 10,707 | -126 | -1.2% | -$5,721 | 减仓 |
| ALV | AUTOLIV INC | $48.34万 | 0.12% | 4,597 | -139 | -2.9% | -$1.46万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $47.54万 | 0.11% | 11,903 | -828 | -6.5% | -$3.31万 | 减仓 |
| DAL | DELTA AIR LINES INC | $46.99万 | 0.11% | 7,068 | 7,068 | — | $46.99万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $46.99万 | 0.11% | 14,431 | 14,431 | — | $46.99万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $46.62万 | 0.11% | 5,047 | -97 | -1.9% | -$8,959 | 减仓 |
| CAPL | CROSSAMERICA PARTNERS LP | $46.24万 | 0.11% | 22,250 | 9,950 | 80.9% | $20.68万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $46.01万 | 0.11% | 9,645 | -3,555 | -26.9% | -$16.96万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $45.78万 | 0.11% | 9,372 | -2,360 | -20.1% | -$11.53万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $45.77万 | 0.11% | 12,097 | -66 | -0.5% | -$2,497 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $45.64万 | 0.11% | 3,434 | 0 | 0.0% | — | 不变 |
| NOCT | INNOVATOR ETFS TRUST | $45.47万 | 0.11% | 8,067 | 0 | 0.0% | — | 不变 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $45.16万 | 0.11% | 14,454 | -914 | -5.9% | -$2.86万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $45.14万 | 0.11% | 1,935 | -57 | -2.9% | -$1.33万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $44.31万 | 0.11% | 4,593 | -142 | -3.0% | -$1.37万 | 减仓 |
| SMH | VANECK ETF TRUST | $44.20万 | 0.11% | 1,153 | 77 | 7.2% | $2.95万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.55万 | 0.10% | 1,289 | 173 | 15.5% | $5.84万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $42.47万 | 0.10% | 5,861 | -42 | -0.7% | -$3,043 | 减仓 |
| AMAT | APPLIED MATLS INC | $42.17万 | 0.10% | 1,234 | 1 | 0.1% | $342 | 加仓 |
| PEP | PEPSICO INC | $42.16万 | 0.10% | 2,715 | 2,715 | — | $42.16万 | 新建仓 |
| UNP | UNION PAC CORP | $42.10万 | 0.10% | 1,735 | 1 | 0.1% | $243 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.77万 | 0.10% | 1,942 | 0 | 0.0% | — | 不变 |
| SPLB | SPDR SERIES TRUST | $41.74万 | 0.10% | 18,787 | 18,787 | — | $41.74万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $41.54万 | 0.10% | 12,389 | 370 | 3.1% | $1.24万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.29万 | 0.10% | 2,823 | -324 | -10.3% | -$4.74万 | 减仓 |