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 |
|---|---|---|---|---|---|---|---|---|
| — | BLACKROCK ETF TRUST II | $101.64万 | 0.22% | 19,968 | -10,494 | -34.4% | -$53.41万 | 减仓 |
| ASML | ASML HLDG NV | $100.87万 | 0.22% | 507 | 14 | 2.8% | $2.79万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $98.01万 | 0.21% | 5,111 | 215 | 4.4% | $4.12万 | 加仓 |
| ARMK | ARAMARK | $96.03万 | 0.21% | 16,877 | 108 | 0.6% | $6,145 | 加仓 |
| AMZN | AMAZON COM INC | $95.31万 | 0.20% | 3,999 | -73 | -1.8% | -$1.74万 | 减仓 |
| DINO | HF SINCLAIR CORP | $94.58万 | 0.20% | 13,579 | 13,579 | — | $94.58万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $93.73万 | 0.20% | 6,435 | -93 | -1.4% | -$1.35万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $91.03万 | 0.20% | 3,386 | -88 | -2.5% | -$2.37万 | 减仓 |
| TPR | TAPESTRY INC | $90.99万 | 0.20% | 6,243 | -154 | -2.4% | -$2.24万 | 减仓 |
| WMT | WALMART INC | $90.87万 | 0.19% | 8,023 | -101 | -1.2% | -$1.14万 | 减仓 |
| HD | HOME DEPOT INC | $90.51万 | 0.19% | 2,566 | -45 | -1.7% | -$1.59万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $88.05万 | 0.19% | 52,723 | 7 | 0.0% | $117 | 加仓 |
| AMAT | APPLIED MATLS INC | $87.94万 | 0.19% | 1,216 | -18 | -1.5% | -$1.30万 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $86.65万 | 0.19% | 18,300 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $86.40万 | 0.19% | 15,162 | 128 | 0.9% | $7,294 | 加仓 |
| ETN | EATON CORP PLC | $86.00万 | 0.18% | 2,018 | -3 | -0.1% | -$1,278 | 减仓 |
| JNK | SPDR SERIES TRUST | $85.40万 | 0.18% | 8,875 | 5,352 | 151.9% | $51.50万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $84.64万 | 0.18% | 20,056 | 0 | 0.0% | — | 不变 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $83.87万 | 0.18% | 15,264 | 1,585 | 11.6% | $8.71万 | 加仓 |
| VB | VANGUARD INDEX FDS | $83.81万 | 0.18% | 2,765 | 23 | 0.8% | $6,972 | 加仓 |
| IJK | ISHARES TR | $83.16万 | 0.18% | 7,077 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $82.80万 | 0.18% | 18,141 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $81.80万 | 0.18% | 8,483 | -88 | -1.0% | -$8,486 | 减仓 |
| ORCL | ORACLE CORP | $81.48万 | 0.17% | 5,560 | -95 | -1.7% | -$1.39万 | 减仓 |
| SYY | SYSCO CORP | $79.96万 | 0.17% | 9,567 | -11 | -0.1% | -$919 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $79.71万 | 0.17% | 14,967 | -244 | -1.6% | -$1.30万 | 减仓 |
| ALL | ALLSTATE CORP | $79.62万 | 0.17% | 3,345 | 55 | 1.7% | $1.31万 | 加仓 |
| SPGI | S&P GLOBAL INC | $79.60万 | 0.17% | 1,955 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $79.19万 | 0.17% | 10,324 | -2 | -0.0% | -$153 | 减仓 |
| SPSM | SPDR SERIES TRUST | $77.33万 | 0.17% | 13,427 | -976 | -6.8% | -$5.62万 | 减仓 |
| SMH | VANECK ETF TRUST | $76.13万 | 0.16% | 1,161 | 8 | 0.7% | $5,246 | 加仓 |
| LLY | ELI LILLY & CO | $74.49万 | 0.16% | 621 | -2 | -0.3% | -$2,399 | 减仓 |
| SLB | SLB LIMITED | $74.46万 | 0.16% | 16,016 | -328 | -2.0% | -$1.52万 | 减仓 |
| TJX | TJX COS INC NEW | $74.32万 | 0.16% | 4,905 | -11 | -0.2% | -$1,667 | 减仓 |
| — | STRATEGY SHS | $72.80万 | 0.16% | 21,482 | 5,146 | 31.5% | $17.44万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $71.93万 | 0.15% | 2,127 | -18 | -0.8% | -$6,087 | 减仓 |
| IQV | IQVIA HLDGS INC | $71.46万 | 0.15% | 3,699 | 54 | 1.5% | $1.04万 | 加仓 |
| COP | CONOCOPHILLIPS | $71.26万 | 0.15% | 6,854 | 103 | 1.5% | $1.07万 | 加仓 |
| FALN | ISHARES TR | $71.05万 | 0.15% | 26,082 | 636 | 2.5% | $1.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.66万 | 0.15% | 1,412 | -29 | -2.0% | -$1.45万 | 减仓 |
| ILCG | ISHARES TR | $70.57万 | 0.15% | 6,031 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $70.15万 | 0.15% | 2,545 | 45 | 1.8% | $1.24万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $69.72万 | 0.15% | 13,105 | -352 | -2.6% | -$1.87万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $69.34万 | 0.15% | 1,350 | -47 | -3.4% | -$2.41万 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $69.16万 | 0.15% | 18,575 | -637 | -3.3% | -$2.37万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $69.15万 | 0.15% | 2,028 | -296 | -12.7% | -$10.09万 | 减仓 |
| DAL | DELTA AIR LINES INC | $67.79万 | 0.15% | 7,238 | 170 | 2.4% | $1.59万 | 加仓 |
| DGRW | WISDOMTREE TR | $67.48万 | 0.14% | 7,057 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $67.01万 | 0.14% | 6,262 | 56 | 0.9% | $5,993 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $66.49万 | 0.14% | 3,490 | 56 | 1.6% | $1.07万 | 加仓 |
| CERY | SPDR SERIES TRUST | $66.19万 | 0.14% | 19,827 | 516 | 2.7% | $1.72万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $65.69万 | 0.14% | 3,737 | 36 | 1.0% | $6,328 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $64.92万 | 0.14% | 9,418 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $63.94万 | 0.14% | 3,908 | 70 | 1.8% | $1.15万 | 加仓 |
| CVS | CVS HEALTH CORP | $61.72万 | 0.13% | 5,966 | 5,966 | — | $61.72万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $61.30万 | 0.13% | 1,283 | -6 | -0.5% | -$2,867 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $59.80万 | 0.13% | 433 | -28 | -6.1% | -$3.87万 | 减仓 |
| STE | STERIS PLC | $59.27万 | 0.13% | 2,814 | 27 | 1.0% | $5,687 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $58.33万 | 0.13% | 3,348 | -168 | -4.8% | -$2.93万 | 减仓 |
| T | AT&T INC | $57.20万 | 0.12% | 27,631 | -164 | -0.6% | -$3,395 | 减仓 |
| FLRN | SPDR SERIES TRUST | $56.01万 | 0.12% | 18,154 | -4,299 | -19.1% | -$13.26万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $55.50万 | 0.12% | 16,217 | 1,786 | 12.4% | $6.11万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $55.29万 | 0.12% | 5,753 | -108 | -1.8% | -$1.04万 | 减仓 |
| MPC | MARATHON PETE CORP | $55.18万 | 0.12% | 2,158 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $55.16万 | 0.12% | 2,889 | 732 | 33.9% | $13.97万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $54.72万 | 0.12% | 8,111 | -371 | -4.4% | -$2.50万 | 减仓 |
| NFLX | NETFLIX INC. | $54.01万 | 0.12% | 7,565 | 15 | 0.2% | $1,071 | 加仓 |
| QCOM | QUALCOMM INC | $53.76万 | 0.12% | 2,909 | -182 | -5.9% | -$3.36万 | 减仓 |
| ALV | AUTOLIV INC | $53.52万 | 0.11% | 4,608 | 11 | 0.2% | $1,278 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $53.39万 | 0.11% | 10,788 | -254 | -2.3% | -$1.26万 | 减仓 |
| — | VIRTUS ETF TR II | $53.09万 | 0.11% | 24,438 | 24,438 | — | $53.09万 | 新建仓 |
| SOXX | ISHARES TR | $53.05万 | 0.11% | 828 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $52.95万 | 0.11% | 8,616 | 8,616 | — | $52.95万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $52.89万 | 0.11% | 8,967 | -259 | -2.8% | -$1.53万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $52.57万 | 0.11% | 9,679 | -2,987 | -23.6% | -$16.22万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $52.51万 | 0.11% | 27,826 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $52.42万 | 0.11% | 11,296 | -7,446 | -39.7% | -$34.56万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $51.54万 | 0.11% | 9,945 | 50 | 0.5% | $2,591 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $51.53万 | 0.11% | 4,695 | 102 | 2.2% | $1.12万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.53万 | 0.11% | 2,178 | 236 | 12.2% | $5.58万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $50.77万 | 0.11% | 9,645 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $50.30万 | 0.11% | 13,837 | 268 | 2.0% | $9,742 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $50.25万 | 0.11% | 9,372 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $50.16万 | 0.11% | 10,060 | 45 | 0.4% | $2,244 | 加仓 |
| ICLN | ISHARES TR | $49.80万 | 0.11% | 24,218 | 4,785 | 24.6% | $9.84万 | 加仓 |
| HON | HONEYWELL INTL INC | $49.44万 | 0.11% | 2,208 | -2,277 | -50.8% | -$50.98万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $48.95万 | 0.11% | 2,208 | 2,208 | — | $48.95万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $48.92万 | 0.10% | 11,568 | -1,346 | -10.4% | -$5.69万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $48.83万 | 0.10% | 14,454 | 0 | 0.0% | — | 不变 |
| EWN | ISHARES INC | $48.63万 | 0.10% | 6,889 | 1,583 | 29.8% | $11.18万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $48.58万 | 0.10% | 11,763 | -140 | -1.2% | -$5,782 | 减仓 |
| GM | GENERAL MTRS CO | $48.50万 | 0.10% | 6,292 | 6,292 | — | $48.50万 | 新建仓 |
| BCI | ABRDN ETFS | $47.99万 | 0.10% | 21,385 | 4,998 | 30.5% | $11.22万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $47.29万 | 0.10% | 1,993 | 58 | 3.0% | $1.38万 | 加仓 |
| UNP | UNION PAC CORP | $47.21万 | 0.10% | 1,735 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $46.37万 | 0.10% | 5,283 | 236 | 4.7% | $2.07万 | 加仓 |
| IGRO | ISHARES TR | $46.16万 | 0.10% | 5,230 | 1,177 | 29.0% | $10.39万 | 加仓 |
| IWV | ISHARES TR | $45.54万 | 0.10% | 1,068 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $44.81万 | 0.10% | 2,069 | -18 | -0.9% | -$3,899 | 减仓 |
| IPAC | ISHARES TR | $44.40万 | 0.10% | 5,397 | 1,286 | 31.3% | $10.58万 | 加仓 |