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 |
|---|---|---|---|---|---|---|---|---|
| WMG | WARNER MUSIC GROUP CORP | $20.18万 | 0.04% | 7,454 | 7,454 | — | $20.18万 | 新建仓 |
| INFY | INFOSYS LTD | $18.42万 | 0.04% | 19,170 | 693 | 3.8% | $6,658 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $16.73万 | 0.04% | 15,832 | -1,145 | -6.7% | -$1.21万 | 减仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $9.77万 | 0.02% | 13,607 | 200 | 1.5% | $1,436 | 加仓 |
| — | TRX GOLD CORPORATION | $9,116 | 0.00% | 11,050 | 0 | 0.0% | — | 不变 |
| OCTW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -107,029 | -100.0% | -$411.74万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -150,604 | -100.0% | -$400.31万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -117,474 | -100.0% | -$371.08万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -58,460 | -100.0% | -$166.90万 | 清仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -15,652 | -100.0% | -$161.42万 | 清仓 |
| IAK | ISHARES TR | $0 | 0.00% | 0 | -11,474 | -100.0% | -$147.20万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -10,703 | -100.0% | -$125.93万 | 清仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -35,306 | -100.0% | -$111.50万 | 清仓 |
| IYC | ISHARES TR | $0 | 0.00% | 0 | -11,026 | -100.0% | -$106.87万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -18,022 | -100.0% | -$104.49万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -29,719 | -100.0% | -$100.39万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -16,753 | -100.0% | -$85.48万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -6,841 | -100.0% | -$80.87万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -16,049 | -100.0% | -$65.96万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -17,847 | -100.0% | -$65.61万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -5,367 | -100.0% | -$63.13万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -4,900 | -100.0% | -$51.82万 | 清仓 |
| FISR | SSGA ACTIVE TR | $0 | 0.00% | 0 | -19,053 | -100.0% | -$49.00万 | 清仓 |
| CAPL | CROSSAMERICA PARTNERS LP | $0 | 0.00% | 0 | -22,250 | -100.0% | -$46.24万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,823 | -100.0% | -$41.29万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -8,380 | -100.0% | -$34.03万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -8,183 | -100.0% | -$33.26万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -8,527 | -100.0% | -$33.11万 | 清仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -11,788 | -100.0% | -$33.01万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -10,493 | -100.0% | -$32.93万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -444 | -100.0% | -$26.53万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -7,110 | -100.0% | -$25.20万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -3,664 | -100.0% | -$22.35万 | 清仓 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | -1,140 | -100.0% | -$21.86万 | 清仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -733 | -100.0% | -$21.63万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -211 | -100.0% | -$21.02万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,229 | -100.0% | -$20.99万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -341 | -100.0% | -$20.62万 | 清仓 |