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 |
|---|---|---|---|---|---|---|---|---|
| LII | LENNOX INTL INC | $21.77万 | 0.05% | 469 | 3 | 0.6% | $1,392 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $21.63万 | 0.05% | 733 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $21.02万 | 0.05% | 211 | -38 | -15.3% | -$3.79万 | 重新持有 |
| OXY | OCCIDENTAL PETE CORP | $20.99万 | 0.05% | 3,229 | 3,229 | — | $20.99万 | 新建仓 |
| KJAN | INNOVATOR ETFS TRUST | $20.79万 | 0.05% | 4,983 | -670 | -11.9% | -$2.80万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $20.62万 | 0.05% | 341 | 341 | — | $20.62万 | 新建仓 |
| RTX | RTX CORPORATION | $20.21万 | 0.05% | 1,098 | 1,098 | — | $20.21万 | 新建仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $17.62万 | 0.04% | 16,977 | 16,977 | — | $17.62万 | 新建仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $9.32万 | 0.02% | 13,407 | -351 | -2.6% | -$2,439 | 减仓 |
| — | TRX GOLD CORPORATION | $1.66万 | 0.00% | 11,050 | 11,050 | — | $1.66万 | 新建仓 |
| IXG | ISHARES TR | $0 | 0.00% | 0 | -43,517 | -100.0% | -$525.64万 | 清仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -83,157 | -100.0% | -$335.62万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -2,999 | -100.0% | -$81.34万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -3,010 | -100.0% | -$64.65万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -9,404 | -100.0% | -$58.76万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,532 | -100.0% | -$41.58万 | 清仓 |
| MGNI | MAGNITE INC | $0 | 0.00% | 0 | -24,764 | -100.0% | -$40.19万 | 清仓 |
| SPTM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -7,423 | -100.0% | -$37.55万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -4,215 | -100.0% | -$34.97万 | 清仓 |
| STAG | STAG INDL INC | $0 | 0.00% | 0 | -9,302 | -100.0% | -$34.19万 | 清仓 |
| PFEB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,383 | -100.0% | -$30.06万 | 清仓 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | -3,075 | -100.0% | -$29.50万 | 清仓 |
| VFLO | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -7,261 | -100.0% | -$28.59万 | 清仓 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | -9,848 | -100.0% | -$26.27万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -910 | -100.0% | -$25.87万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -1,881 | -100.0% | -$25.27万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -791 | -100.0% | -$22.95万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -5,304 | -100.0% | -$21.44万 | 清仓 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | -3,251 | -100.0% | -$21.16万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROE | EA SERIES TRUST | $0 | 0.00% | 0 | -5,888 | -100.0% | -$20.77万 | 清仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $0 | 0.00% | 0 | -10,173 | -100.0% | -$12.88万 | 清仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $0 | 0.00% | 0 | -18,000 | -100.0% | -$3.37万 | 清仓 |