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 |
|---|---|---|---|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC COM | $2.51万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $2.49万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $2.49万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $2.46万 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $2.41万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $2.39万 | 0.00% | 413 | -203 | -33.0% | -$1.17万 | 减仓 |
| OGE | OGE ENERGY CORP COM | $2.34万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CL A | $2.27万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $2.24万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $2.21万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW COM | $2.19万 | 0.00% | 726 | -594 | -45.0% | -$1.79万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $2.18万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $2.06万 | 0.00% | 413 | 7 | 1.7% | $348 | 加仓 |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUND | $2.02万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $2.01万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $2.00万 | 0.00% | 816 | -148 | -15.4% | -$3,634 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.91万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1.82万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC COMMON STOCK | $1.75万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $1.73万 | 0.00% | 146 | -55 | -27.4% | -$6,506 | 减仓 |
| HAL | HALLIBURTON CO COM | $1.70万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $1.70万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $1.65万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC COM | $1.54万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $1.49万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD III COM | $1.48万 | 0.00% | 1,019 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $1.46万 | 0.00% | 550 | -564 | -50.6% | -$1.49万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.43万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $1.41万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $1.41万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $1.41万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $1.37万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC COM | $1.36万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $1.28万 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.24万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST EIP POWER SOLUTIONS ETF | $1.22万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $1.21万 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SON SHS NEW | $1.19万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $1.18万 | 0.00% | 18 | -13 | -41.9% | -$8,527 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $1.17万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $1.13万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $1.11万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1.09万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $1.08万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.06万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1.05万 | 0.00% | 84 | -607 | -87.8% | -$7.55万 | 减仓 |
| SOBO | SOUTH BOW CORP COM | $9,861 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $9,751 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC COM | $9,653 | 0.00% | 135 | -100 | -42.6% | -$7,150 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $9,614 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC COM | $9,290 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $9,022 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY COM | $8,908 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $8,880 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $8,719 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $8,575 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $8,558 | 0.00% | 50 | 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 |
| BAX | BAXTER INTL INC COM | $8,528 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $8,331 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $8,312 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $8,233 | 0.00% | 44 | 44 | — | $8,233 | 新建仓 |
| TIP | ISHARES TIPS BOND ETF | $8,207 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $8,063 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $8,001 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $7,993 | 0.00% | 70 | -18 | -20.5% | -$2,055 | 减仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $7,931 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $7,751 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $7,745 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TRUST | $7,646 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $7,296 | 0.00% | 25 | -2 | -7.4% | -$584 | 减仓 |
| CLS | CELESTICA INC COM | $7,292 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $6,940 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $6,938 | 0.00% | 82 | -218 | -72.7% | -$1.84万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $6,351 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC COM | $6,159 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $6,049 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $5,957 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $5,874 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS ETF | $5,720 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $5,701 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $5,624 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC SHS | $5,520 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| WAY | WAYSTAR HLDG CORP COM | $5,133 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $5,132 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $4,735 | 0.00% | 21 | -1,050 | -98.0% | -$23.68万 | 减仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $4,660 | 0.00% | 412 | -99 | -19.4% | -$1,120 | 减仓 |
| WFC | WELLS FARGO & CO COM | $4,545 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $4,439 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| — | EMPIRE PETE CORP COM | $4,423 | 0.00% | 1,651 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $4,392 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $4,388 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $4,304 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $4,230 | 0.00% | 27 | -59 | -68.6% | -$9,243 | 减仓 |
| CRWV | COREWEAVE INC COM CL A | $3,982 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $3,828 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $3,792 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $3,727 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | CKX LDS INC COM | $3,665 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $3,627 | 0.00% | 80 | 0 | 0.0% | — | 不变 |