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 |
|---|---|---|---|---|---|---|---|---|
| ODFL | OLD DOMINION FREIGHT LINE IN | $40.78万 | 0.10% | 2,087 | -16 | -0.8% | -$3,126 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $40.12万 | 0.10% | 9,500 | -670 | -6.6% | -$2.83万 | 减仓 |
| GRMN | GARMIN LTD | $39.92万 | 0.10% | 1,721 | -11 | -0.6% | -$2,552 | 减仓 |
| QCOM | QUALCOMM INC | $39.81万 | 0.10% | 3,091 | 204 | 7.1% | $2.63万 | 加仓 |
| BCI | ABRDN ETFS | $39.80万 | 0.10% | 16,387 | 16,387 | — | $39.80万 | 新建仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $39.63万 | 0.10% | 9,831 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $39.59万 | 0.10% | 1,068 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $38.16万 | 0.09% | 4,114 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $37.89万 | 0.09% | 2,763 | -21 | -0.8% | -$2,880 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $37.25万 | 0.09% | 2,324 | 359 | 18.3% | $5.75万 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $37.22万 | 0.09% | 7,091 | 0 | 0.0% | — | 不变 |
| BKLC | BNY MELLON ETF TRUST | $36.93万 | 0.09% | 2,959 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $36.69万 | 0.09% | 1,279 | -209 | -14.0% | -$6.00万 | 减仓 |
| IBB | ISHARES TR | $36.42万 | 0.09% | 2,157 | 2,157 | — | $36.42万 | 新建仓 |
| XP | XP INC | $36.00万 | 0.09% | 18,907 | -87 | -0.5% | -$1,656 | 减仓 |
| IDXX | IDEXX LABS INC | $35.85万 | 0.09% | 638 | -3 | -0.5% | -$1,686 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $35.72万 | 0.09% | 399 | -2 | -0.5% | -$1,791 | 减仓 |
| ICLN | ISHARES TR | $35.54万 | 0.09% | 19,433 | 19,433 | — | $35.54万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $35.24万 | 0.08% | 1,354 | -5 | -0.4% | -$1,301 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $34.83万 | 0.08% | 7,182 | -194,400 | -96.4% | -$942.65万 | 减仓 |
| NVS | NOVARTIS AG | $34.70万 | 0.08% | 2,272 | 2 | 0.1% | $305 | 加仓 |
| IDCC | INTERDIGITAL INC | $34.46万 | 0.08% | 1,141 | 23 | 2.1% | $6,947 | 加仓 |
| GGG | GRACO INC | $34.40万 | 0.08% | 4,064 | -16 | -0.4% | -$1,354 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.16万 | 0.08% | 8,728 | -3,380 | -27.9% | -$13.23万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $34.10万 | 0.08% | 3,318 | -11 | -0.3% | -$1,130 | 减仓 |
| SNDK | SANDISK CORP | $34.05万 | 0.08% | 536 | 536 | — | $34.05万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $34.03万 | 0.08% | 8,380 | -8,383 | -50.0% | -$34.04万 | 减仓 |
| IGRO | ISHARES TR | $33.95万 | 0.08% | 4,053 | 4,053 | — | $33.95万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $33.72万 | 0.08% | 3,523 | -1,991 | -36.1% | -$19.06万 | 重新持有 |
| PNOV | INNOVATOR ETFS TRUST | $33.48万 | 0.08% | 8,195 | -170 | -2.0% | -$6,946 | 减仓 |
| FHI | FEDERATED HERMES INC | $33.42万 | 0.08% | 5,893 | 31 | 0.5% | $1,758 | 加仓 |
| — | ELEVATION SERIES TRUST | $33.26万 | 0.08% | 8,183 | 8,183 | — | $33.26万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $33.11万 | 0.08% | 8,527 | -8,556 | -50.1% | -$33.22万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.10万 | 0.08% | 8,560 | -257 | -2.9% | -$9,938 | 减仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $33.01万 | 0.08% | 11,788 | 11,788 | — | $33.01万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $32.93万 | 0.08% | 10,493 | 10,493 | — | $32.93万 | 新建仓 |
| EFA | ISHARES TR | $32.77万 | 0.08% | 3,374 | 613 | 22.2% | $5.95万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $32.56万 | 0.08% | 7,543 | 40 | 0.5% | $1,726 | 加仓 |
| GLPI | GAMING & LEISURE P | $32.48万 | 0.08% | 7,320 | -23 | -0.3% | -$1,021 | 减仓 |
| LIN | LINDE PLC | $32.38万 | 0.08% | 653 | 3 | 0.5% | $1,487 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $32.28万 | 0.08% | 924 | 66 | 7.7% | $2.31万 | 加仓 |
| NOW | SERVICENOW INC | $32.16万 | 0.08% | 3,076 | -886 | -22.4% | -$9.26万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $31.97万 | 0.08% | 1,151 | -7 | -0.6% | -$1,944 | 减仓 |
| IPAC | ISHARES TR | $31.45万 | 0.08% | 4,111 | 4,111 | — | $31.45万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $31.11万 | 0.07% | 1,969 | -7 | -0.4% | -$1,106 | 减仓 |
| MPLX | MPLX LP | $30.93万 | 0.07% | 5,420 | 30 | 0.6% | $1,712 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $30.89万 | 0.07% | 1,656 | 9 | 0.5% | $1,679 | 加仓 |
| EWN | ISHARES INC | $30.51万 | 0.07% | 5,306 | 5,306 | — | $30.51万 | 新建仓 |
| CTAS | CINTAS CORP | $30.39万 | 0.07% | 1,797 | -5 | -0.3% | -$846 | 减仓 |
| — | ELEVATION SERIES TRUST | $30.33万 | 0.07% | 13,817 | 13,817 | — | $30.33万 | 新建仓 |
| MCO | MOODYS CORP | $30.02万 | 0.07% | 688 | -4 | -0.6% | -$1,745 | 减仓 |
| SKT | TANGER INC | $29.78万 | 0.07% | 8,763 | 52 | 0.6% | $1,767 | 加仓 |
| FAST | FASTENAL CO | $29.74万 | 0.07% | 6,411 | 21 | 0.3% | $974 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.71万 | 0.07% | 8,756 | 0 | 0.0% | — | 不变 |
| EWH | ISHARES INC | $29.67万 | 0.07% | 12,850 | 12,850 | — | $29.67万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $29.62万 | 0.07% | 9,248 | -3,121 | -25.2% | -$10.00万 | 减仓 |
| WFC | WELLS FARGO & CO | $29.50万 | 0.07% | 3,705 | 20 | 0.5% | $1,592 | 加仓 |
| WHD | CACTUS INC | $29.41万 | 0.07% | 6,209 | 28 | 0.5% | $1,326 | 加仓 |
| ABBV | ABBVIE INC | $29.17万 | 0.07% | 1,341 | 60 | 4.7% | $1.30万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $29.14万 | 0.07% | 7,078 | 44 | 0.6% | $1,811 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $29.08万 | 0.07% | 5,911 | -23 | -0.4% | -$1,132 | 减仓 |
| ADSK | AUTODESK INC | $29.08万 | 0.07% | 1,215 | -39 | -3.1% | -$9,333 | 减仓 |
| NTES | NETEASE COM INC | $28.54万 | 0.07% | 2,550 | 16 | 0.6% | $1,791 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $28.53万 | 0.07% | 835 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $27.96万 | 0.07% | 32,029 | 180 | 0.6% | $1,571 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $27.87万 | 0.07% | 4,465 | 13 | 0.3% | $811 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $27.64万 | 0.07% | 7,917 | 36 | 0.5% | $1,257 | 加仓 |
| SOXX | ISHARES TR | $27.21万 | 0.07% | 828 | -237 | -22.3% | -$7.79万 | 减仓 |
| EMHC | SPDR SERIES TRUST | $26.99万 | 0.06% | 10,885 | 81 | 0.7% | $2,009 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $26.99万 | 0.06% | 6,725 | 65 | 1.0% | $2,609 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.93万 | 0.06% | 1,111 | 0 | 0.0% | — | 不变 |
| — | BELPOINTE PREP LLC | $26.58万 | 0.06% | 4,996 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $26.53万 | 0.06% | 444 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $26.42万 | 0.06% | 2,580 | 18 | 0.7% | $1,843 | 加仓 |
| SPTL | SPDR SERIES TRUST | $26.32万 | 0.06% | 10,009 | -4,947 | -33.1% | -$13.01万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $25.75万 | 0.06% | 951 | 6 | 0.6% | $1,624 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.38万 | 0.06% | 9,467 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $25.20万 | 0.06% | 7,110 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $25.15万 | 0.06% | 372 | 7 | 1.9% | $4,733 | 加仓 |
| INFY | INFOSYS LTD | $24.96万 | 0.06% | 18,477 | 17 | 0.1% | $230 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $24.90万 | 0.06% | 4,655 | 45 | 1.0% | $2,407 | 加仓 |
| ABT | ABBOTT LABORATORIES | $24.85万 | 0.06% | 2,420 | 16 | 0.7% | $1,643 | 加仓 |
| RACE | FERRARI N V | $24.27万 | 0.06% | 717 | 2 | 0.3% | $677 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.21万 | 0.06% | 7,890 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $24.21万 | 0.06% | 2,105 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $24.10万 | 0.06% | 1,272 | 8 | 0.6% | $1,516 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.07万 | 0.06% | 7,213 | -904 | -11.1% | -$3.02万 | 减仓 |
| PAYX | PAYCHEX INC | $23.97万 | 0.06% | 2,602 | 527 | 25.4% | $4.85万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $23.91万 | 0.06% | 2,001 | 14 | 0.7% | $1,673 | 加仓 |
| SEIC | SEI INVTS CO | $23.83万 | 0.06% | 3,036 | 21 | 0.7% | $1,648 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $23.73万 | 0.06% | 3,299 | -5,586 | -62.9% | -$40.18万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $23.40万 | 0.06% | 1,349 | 10 | 0.7% | $1,735 | 加仓 |
| PNR | PENTAIR PLC | $22.85万 | 0.05% | 2,623 | 18 | 0.7% | $1,568 | 加仓 |
| VST | VISTRA CORP | $22.72万 | 0.05% | 1,511 | 70 | 4.9% | $1.05万 | 加仓 |
| QLD | PROSHARES TR | $22.35万 | 0.05% | 3,664 | 0 | 0.0% | — | 不变 |
| BJAN | INNOVATOR ETFS TRUST | $22.34万 | 0.05% | 4,189 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $22.27万 | 0.05% | 2,782 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $22.06万 | 0.05% | 2,365 | 2,365 | — | $22.06万 | 新建仓 |
| COKE | COCA COLA CONS INC | $21.86万 | 0.05% | 1,140 | 1,140 | — | $21.86万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $21.82万 | 0.05% | 1,320 | 0 | 0.0% | — | 不变 |