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 |
|---|---|---|---|---|---|---|---|---|
| ETV | EATON VANCE TAX-MANAGED BUY- COM | $6.55万 | 0.01% | 4,400 | -2,000 | -31.2% | -$2.98万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $6.59万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM | $6.59万 | 0.01% | 429 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $6.81万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $6.91万 | 0.01% | 722 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $6.91万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP COM NEW | $6.94万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $7.23万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC COM | $7.36万 | 0.01% | 1,108 | 3 | 0.3% | $199 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $7.38万 | 0.01% | 1,390 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $7.80万 | 0.01% | 328 | -8 | -2.4% | -$1,904 | 减仓 |
| BAC | BANK OF AMER CORP COM | $7.93万 | 0.01% | 1,393 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $8.30万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $8.31万 | 0.01% | 72 | -46 | -39.0% | -$5.31万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $8.33万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $8.44万 | 0.01% | 2,279 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $8.50万 | 0.01% | 430 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP COM | $9.27万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL COM | $9.31万 | 0.01% | 975 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $10.07万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $10.63万 | 0.01% | 1,023 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $10.97万 | 0.01% | 802 | 0 | 0.0% | — | 不变 |
| — | WILLIAMS COS INC COM | $11.15万 | 0.01% | 1,500 | 1,500 | — | $11.15万 | 新建仓 |
| PEP | PEPSICO INC COM | $11.27万 | 0.01% | 832 | -206 | -19.8% | -$2.79万 | 减仓 |
| — | BROADCOM INC COM | $11.33万 | 0.01% | 300 | 300 | — | $11.33万 | 新建仓 |
| T | AT&T INC COM | $11.33万 | 0.01% | 5,475 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $11.45万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $12.17万 | 0.01% | 1,708 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM COM | $12.37万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $12.71万 | 0.01% | 423 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $12.85万 | 0.01% | 269 | 1 | 0.4% | $478 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $13.48万 | 0.02% | 898 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $14.26万 | 0.02% | 2,804 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $14.44万 | 0.02% | 4,905 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $14.55万 | 0.02% | 475 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $14.75万 | 0.02% | 1,575 | 0 | 0.0% | — | 不变 |
| — | CORNING INC COM | $15.33万 | 0.02% | 600 | 600 | — | $15.33万 | 新建仓 |
| UNP | UNION PAC CORP COM | $16.62万 | 0.02% | 611 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $17.04万 | 0.02% | 1,993 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $17.61万 | 0.02% | 1,596 | -112 | -6.6% | -$1.24万 | 减仓 |
| VCRB | VANGUARD CORE BOND ETF | $17.66万 | 0.02% | 2,286 | -45 | -1.9% | -$3,475 | 减仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $17.74万 | 0.02% | 7,959 | 63 | 0.8% | $1,404 | 加仓 |
| ORCL | ORACLE CORP COM | $18.01万 | 0.02% | 1,229 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $19.74万 | 0.02% | 4,778 | 4,026 | 535.4% | $16.63万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $19.81万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $19.85万 | 0.02% | 658 | -2 | -0.3% | -$603 | 减仓 |
| GEV | GE VERNOVA INC COM | $19.86万 | 0.02% | 169 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $20.00万 | 0.02% | 786 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $20.75万 | 0.02% | 404 | 4 | 1.0% | $2,054 | 加仓 |
| PB | PROSPERITY BANCSHARES INC COM | $20.97万 | 0.02% | 2,872 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $21.52万 | 0.02% | 2,452 | 106 | 4.5% | $9,304 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $23.91万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $23.98万 | 0.03% | 2,599 | 1 | 0.0% | $92 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $24.64万 | 0.03% | 1,984 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $27.47万 | 0.03% | 380 | -100 | -20.8% | -$7.23万 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $28.13万 | 0.03% | 2,399 | -850 | -26.2% | -$9.97万 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $28.46万 | 0.03% | 3,474 | 14 | 0.4% | $1,147 | 加仓 |
| PFE | PFIZER INC COM | $31.42万 | 0.04% | 13,050 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $31.55万 | 0.04% | 2,598 | 1 | 0.0% | $121 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $32.10万 | 0.04% | 501 | -284 | -36.2% | -$18.20万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $32.13万 | 0.04% | 2,700 | -121 | -4.3% | -$1.44万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $33.06万 | 0.04% | 1,735 | 23 | 1.3% | $4,382 | 加仓 |
| WMB | WILLIAMS COS INC COM | $35.10万 | 0.04% | 4,722 | -396 | -7.7% | -$2.94万 | 减仓 |
| CSCO | CISCO SYS INC COM | $35.30万 | 0.04% | 3,005 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH & PAYNE INC COM | $36.01万 | 0.04% | 11,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $36.18万 | 0.04% | 2,585 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $37.19万 | 0.04% | 4,616 | -228 | -4.7% | -$1.84万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $37.71万 | 0.04% | 3,904 | 372 | 10.5% | $3.59万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $38.08万 | 0.04% | 517 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $39.08万 | 0.04% | 1,289 | -5 | -0.4% | -$1,516 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $39.14万 | 0.04% | 1,541 | -405 | -20.8% | -$10.29万 | 减仓 |
| NFLX | NETFLIX INC. COM | $43.28万 | 0.05% | 6,062 | -624 | -9.3% | -$4.46万 | 减仓 |
| MRK | MERCK & CO INC COM | $44.63万 | 0.05% | 3,473 | -138 | -3.8% | -$1.77万 | 减仓 |
| HD | HOME DEPOT INC COM | $45.17万 | 0.05% | 1,281 | 100 | 8.5% | $3.53万 | 加仓 |
| GLW | CORNING INC COM | $46.69万 | 0.05% | 1,828 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $47.42万 | 0.05% | 1,884 | 925 | 96.5% | $23.28万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $51.19万 | 0.06% | 6,835 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $51.89万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS ETF | $53.19万 | 0.06% | 1,476 | 1 | 0.1% | $360 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $53.65万 | 0.06% | 2,179 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $55.73万 | 0.06% | 1,325 | 536 | 67.9% | $22.54万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $56.90万 | 0.06% | 1,369 | 273 | 24.9% | $11.35万 | 加仓 |
| TJX | TJX COS INC NEW COM | $60.65万 | 0.07% | 4,003 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $64.85万 | 0.07% | 4,132 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $68.73万 | 0.08% | 1,349 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $70.28万 | 0.08% | 4,801 | -440 | -8.4% | -$6.44万 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $73.50万 | 0.08% | 8,157 | -30 | -0.4% | -$2,703 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $76.34万 | 0.09% | 4,605 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $78.12万 | 0.09% | 2,621 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $78.23万 | 0.09% | 5,335 | -235 | -4.2% | -$3.45万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $90.28万 | 0.10% | 3,019 | -325 | -9.7% | -$9.72万 | 减仓 |
| RTX | RTX CORPORATION COM | $91.97万 | 0.10% | 4,848 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $96.04万 | 0.11% | 22,689 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $100.88万 | 0.11% | 27,442 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $106.25万 | 0.12% | 9,107 | 93 | 1.0% | $1.09万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $107.54万 | 0.12% | 56,246 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $107.80万 | 0.12% | 3,142 | 37 | 1.2% | $1.27万 | 加仓 |
| META | META PLATFORMS INC CL A | $116.26万 | 0.13% | 2,064 | -25 | -1.2% | -$1.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $117.09万 | 0.13% | 2,340 | 18 | 0.8% | $9,007 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $117.74万 | 0.13% | 1,481 | -31 | -2.1% | -$2.46万 | 减仓 |