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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO COM | $118.36万 | 0.13% | 14,563 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $127.83万 | 0.15% | 4,729 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $128.79万 | 0.15% | 4,580 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $129.48万 | 0.15% | 2,229 | -518 | -18.9% | -$30.09万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $130.00万 | 0.15% | 9,509 | 9,509 | — | $130.00万 | 新建仓 |
| WMT | WALMART INC COM | $134.25万 | 0.15% | 11,853 | 15 | 0.1% | $1,699 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $134.42万 | 0.15% | 3,389 | -70 | -2.0% | -$2.78万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $138.81万 | 0.16% | 7,494 | 16 | 0.2% | $2,964 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $158.63万 | 0.18% | 4,490 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $159.41万 | 0.18% | 1,576 | 22 | 1.4% | $2.23万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $161.45万 | 0.18% | 3,742 | -600 | -13.8% | -$25.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $169.48万 | 0.19% | 1,812 | 2 | 0.1% | $1,871 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $172.26万 | 0.20% | 11,615 | -1,571 | -11.9% | -$23.30万 | 减仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $179.28万 | 0.20% | 34,683 | -143 | -0.4% | -$7,392 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $183.92万 | 0.21% | 5,348 | 2 | 0.0% | $688 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $189.69万 | 0.22% | 5,795 | -262 | -4.3% | -$8.58万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $190.57万 | 0.22% | 5,634 | 2 | 0.0% | $677 | 加仓 |
| CAT | CATERPILLAR INC COM | $206.80万 | 0.24% | 1,942 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $216.94万 | 0.25% | 31,036 | 1,324 | 4.5% | $9.25万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $217.77万 | 0.25% | 49,092 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC COM PAR $0.004 | $227.12万 | 0.26% | 17,903 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $286.45万 | 0.33% | 2,388 | 11 | 0.5% | $1.32万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $293.82万 | 0.33% | 3,935 | 2 | 0.1% | $1,493 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $303.79万 | 0.35% | 68,298 | 10 | 0.0% | $445 | 加仓 |
| MSFT | MICROSOFT CORP COM | $306.00万 | 0.35% | 8,203 | -334 | -3.9% | -$12.46万 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $306.98万 | 0.35% | 40,238 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $327.54万 | 0.37% | 79,403 | 8,991 | 12.8% | $37.09万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $334.84万 | 0.38% | 40,666 | 1,569 | 4.0% | $12.92万 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $354.11万 | 0.40% | 21,665 | 1,477 | 7.3% | $24.14万 | 加仓 |
| OKE | ONEOK INC NEW COM | $380.79万 | 0.43% | 106,793 | 59,946 | 128.0% | $213.75万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $381.93万 | 0.44% | 120,445 | 7,619 | 6.8% | $24.16万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $401.96万 | 0.46% | 11,248 | -3 | -0.0% | -$1,072 | 减仓 |
| AVGO | BROADCOM INC COM | $423.00万 | 0.48% | 11,198 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $445.62万 | 0.51% | 128,717 | 9,696 | 8.1% | $33.57万 | 加仓 |
| AMZN | AMAZON COM INC COM | $630.55万 | 0.72% | 26,456 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $774.73万 | 0.88% | 164,137 | 2,757 | 1.7% | $13.01万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $895.46万 | 1.02% | 44,753 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $933.20万 | 1.06% | 210,942 | 168,133 | 392.8% | $743.81万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $1,057.34万 | 1.21% | 214,557 | 5,269 | 2.5% | $25.97万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $1,411.99万 | 1.61% | 568,514 | 450,522 | 381.8% | $1,118.94万 | 加仓 |
| AAPL | APPLE INC COM | $1,763.19万 | 2.01% | 60,934 | 7 | 0.0% | $2,026 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $2,941.77万 | 3.35% | 188,213 | 186,335 | 9,922.0% | $2,912.42万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $5,514.45万 | 6.29% | 105,562 | 104,278 | 8,121.3% | $5,447.38万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $5,782.93万 | 6.59% | 365,939 | 363,524 | 15,052.8% | $5,744.77万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $1.12亿 | 12.79% | 1,302,906 | 1,049,844 | 414.9% | $9,043.36万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1.24亿 | 14.14% | 180,629 | 178,572 | 8,681.2% | $1.23亿 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $3.06亿 | 34.84% | 825,883 | 783,020 | 1,826.8% | $2.90亿 | 加仓 |