Olistico Wealth, LLC
TULSA OK · SEC CIK 0001962695
$8.77亿2026Q2 申报市值
334持仓数
83.9%前十大占比 · 第一大 34.8%
6 / 13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
VTI 加仓+$2.90亿
VOO 加仓+$1.23亿
VUG 加仓+$9,043.36万
VYM 加仓+$5,744.77万
DIA 加仓+$5,447.38万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$161.32万
AMD 减仓-$30.09万
DELL 减仓-$25.89万
VDC 减仓-$23.68万
IJR 减仓-$23.30万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -9,508 | -100.0% | -$161.32万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -5,750 | -100.0% | -$20.21万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -571 | -100.0% | -$12.91万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $0 | 0.00% | 0 | -1,169 | -100.0% | -$10.53万 | 清仓 |
| — | WILLIAMS COMPANY | $0 | 0.00% | 0 | -300 | -100.0% | -$9.29万 | 清仓 |
| — | CORNING INC COM 看跌期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$8.16万 | 清仓 |
| — | WESTERN ASSET INVT GRADE OPPOR COM | $0 | 0.00% | 0 | -1,058 | -100.0% | -$1.70万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $0 | 0.00% | 0 | -590 | -100.0% | -$4,986 | 清仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $0 | 0.00% | 0 | -16 | -100.0% | -$3,802 | 清仓 |
| ADSK | AUTODESK INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$3,352 | 清仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $0 | 0.00% | 0 | -35 | -100.0% | -$2,900 | 清仓 |
| EOLS | EVOLUS INC COM | $0 | 0.00% | 0 | -400 | -100.0% | -$1,644 | 清仓 |
| PPC | PILGRIMS PRIDE CORP COM | $0 | 0.00% | 0 | -19 | -100.0% | -$717 | 清仓 |
| FISV | FISERV INC COM | $245 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC COM | $258 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP COM | $269 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $304 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $381 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $427 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC COM | $443 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $443 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | MERCER INTL INC COM | $498 | 0.00% | 755 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $696 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $736 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $742 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $767 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $864 | 0.00% | 24 | -6 | -20.0% | -$216 | 减仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $990 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $1,337 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RMIX | SUNCRETE INC COM SHS CL A | $1,352 | 0.00% | 60 | 60 | — | $1,352 | 新建仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $1,490 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $1,530 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1,571 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $1,989 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $2,189 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $2,243 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | INVESCO FLOATING RATE MUNICIPAL INCOME ETF | $2,489 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $2,670 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $2,907 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $2,987 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $3,119 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION COM | $3,208 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP COM | $3,401 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $3,471 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $3,484 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $3,544 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $3,614 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $3,627 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | CKX LDS INC COM | $3,665 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $3,727 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $3,792 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $3,828 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC COM CL A | $3,982 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $4,230 | 0.00% | 27 | -59 | -68.6% | -$9,243 | 减仓 |
| IAU | ISHARES GOLD TRUST | $4,304 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $4,388 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $4,392 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | EMPIRE PETE CORP COM | $4,423 | 0.00% | 1,651 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $4,439 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $4,545 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $4,660 | 0.00% | 412 | -99 | -19.4% | -$1,120 | 减仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $4,735 | 0.00% | 21 | -1,050 | -98.0% | -$23.68万 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $5,132 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| WAY | WAYSTAR HLDG CORP COM | $5,133 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC SHS | $5,520 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $5,624 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $5,701 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS ETF | $5,720 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $5,874 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $5,957 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $6,049 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC COM | $6,159 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $6,351 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $6,938 | 0.00% | 82 | -218 | -72.7% | -$1.84万 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $6,940 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC COM | $7,292 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $7,296 | 0.00% | 25 | -2 | -7.4% | -$584 | 减仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $7,646 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $7,745 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $7,751 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $7,931 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $7,993 | 0.00% | 70 | -18 | -20.5% | -$2,055 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $8,001 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $8,063 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $8,207 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $8,233 | 0.00% | 44 | 44 | — | $8,233 | 新建仓 |
| KMI | KINDER MORGAN INC DEL COM | $8,312 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $8,331 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC COM | $8,528 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | $8,529 | 0.00% | 47 | -10 | -17.5% | -$1,815 | 减仓 |
| STT | STATE STR CORP COM | $8,558 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $8,575 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $8,719 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $8,880 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY COM | $8,908 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $9,022 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC COM | $9,290 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $9,614 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC COM | $9,653 | 0.00% | 135 | -100 | -42.6% | -$7,150 | 减仓 |
| ECL | ECOLAB INC COM | $9,751 | 0.00% | 35 | 0 | 0.0% | — | 不变 |