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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $3,614 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $3,544 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $3,484 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $3,471 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP COM | $3,401 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION COM | $3,208 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $3,119 | 0.00% | 33 | 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 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $2,907 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $2,670 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | INVESCO FLOATING RATE MUNICIPAL INCOME ETF | $2,489 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $2,243 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $2,189 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $1,989 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1,571 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $1,530 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $1,490 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RMIX | SUNCRETE INC COM SHS CL A | $1,352 | 0.00% | 60 | 60 | — | $1,352 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $1,337 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $990 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $864 | 0.00% | 24 | -6 | -20.0% | -$216 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $767 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $742 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $736 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $696 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | MERCER INTL INC COM | $498 | 0.00% | 755 | 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 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $427 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $381 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $304 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP COM | $269 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC COM | $258 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $245 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | 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 |