VISTA INVESTMENT PARTNERS LLC
Oklahoma City OK · SEC CIK 0002023386
$3.78亿2026Q1 申报市值
169持仓数
26.8%前十大占比 · 第一大 4.1%
19 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PULS 新建仓+$770.39万
FHI 新建仓+$497.43万
DELL 新建仓+$467.30万
IVZ 新建仓+$453.36万
MCO 新建仓+$428.75万
2026Q1 卖出最多 按季末市值估算
AVGO 减仓-$677.82万
SYF 清仓-$655.15万
LYFT 清仓-$409.75万
ORCL 减仓-$380.21万
JANUS HENDERSON 清仓-$352.86万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DVN | DEVON ENERGY CORP NEW | $101.16万 | 0.27% | 20,104 | -7,998 | -28.5% | -$40.25万 | 减仓 |
| PEP | PEPSICO INC | $106.25万 | 0.28% | 6,842 | 4 | 0.1% | $621 | 加仓 |
| V | VISA INC | $110.62万 | 0.29% | 3,660 | -1,705 | -31.8% | -$51.53万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $111.14万 | 0.29% | 4,585 | -2,293 | -33.3% | -$55.58万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $115.48万 | 0.31% | 30,517 | -11,800 | -27.9% | -$44.65万 | 减仓 |
| COWG | PACER FDS TR | $128.67万 | 0.34% | 38,136 | 4,700 | 14.1% | $15.86万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $129.46万 | 0.34% | 13,938 | 5 | 0.0% | $464 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $129.70万 | 0.34% | 16,090 | -233 | -1.4% | -$1.88万 | 减仓 |
| MDT | MEDTRONIC PLC | $134.70万 | 0.36% | 15,546 | -88 | -0.6% | -$7,625 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $135.12万 | 0.36% | 8,172 | -4,619 | -36.1% | -$76.37万 | 减仓 |
| GE | GE AEROSPACE | $136.75万 | 0.36% | 4,819 | 3 | 0.1% | $851 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $138.41万 | 0.37% | 9,462 | 6 | 0.1% | $878 | 加仓 |
| META | META PLATFORMS INC | $139.44万 | 0.37% | 2,437 | -486 | -16.6% | -$27.81万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $143.83万 | 0.38% | 4,951 | 10 | 0.2% | $2,905 | 加仓 |
| AMZN | AMAZON COM INC | $146.75万 | 0.39% | 7,046 | 1,047 | 17.5% | $21.81万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $146.77万 | 0.39% | 2,457 | 61 | 2.5% | $3.64万 | 加仓 |
| BYD | BOYD GAMING CORP | $150.09万 | 0.40% | 18,263 | 500 | 2.8% | $4.11万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $152.65万 | 0.40% | 14,868 | 21 | 0.1% | $2,156 | 加仓 |
| TXNM | TXNM ENERGY INC | $154.62万 | 0.41% | 26,449 | -1,605 | -5.7% | -$9.38万 | 减仓 |
| MO | ALTRIA GROUP INC | $156.86万 | 0.41% | 23,771 | -290 | -1.2% | -$1.91万 | 减仓 |
| T | AT&T INC | $158.00万 | 0.42% | 54,502 | -29,114 | -34.8% | -$84.40万 | 减仓 |
| PFE | PFIZER INC | $183.73万 | 0.49% | 65,431 | -2,840 | -4.2% | -$7.97万 | 减仓 |
| RTX | RTX CORPORATION | $190.43万 | 0.50% | 9,872 | -44 | -0.4% | -$8,488 | 减仓 |
| KO | COCA COLA CO | $198.95万 | 0.53% | 26,161 | 19 | 0.1% | $1,445 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $213.78万 | 0.57% | 8,746 | 29 | 0.3% | $7,088 | 加仓 |
| PG | PROCTER & GAMBLE CO | $214.22万 | 0.57% | 14,831 | 5,175 | 53.6% | $74.75万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $214.89万 | 0.57% | 10,576 | -14,952 | -58.6% | -$303.80万 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $235.30万 | 0.62% | 54,862 | -47,609 | -46.5% | -$204.19万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $241.81万 | 0.64% | 21,889 | -21,609 | -49.7% | -$238.71万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $246.29万 | 0.65% | 13,455 | -14 | -0.1% | -$2,563 | 减仓 |
| WMT | WALMART INC | $251.00万 | 0.66% | 20,196 | 434 | 2.2% | $5.39万 | 加仓 |
| GOOGL | ALPHABET INC | $251.01万 | 0.66% | 8,729 | 238 | 2.8% | $6.84万 | 加仓 |
| FTNT | FORTINET INC | $261.83万 | 0.69% | 32,040 | 32,040 | — | $261.83万 | 新建仓 |
| WMB | WILLIAMS COS INC | $265.99万 | 0.70% | 36,547 | -33 | -0.1% | -$2,402 | 减仓 |
| PRI | PRIMERICA INC | $272.22万 | 0.72% | 10,870 | 353 | 3.4% | $8.84万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $279.64万 | 0.74% | 70,830 | 9,510 | 15.5% | $37.55万 | 加仓 |
| MCD | MCDONALDS CORP | $284.46万 | 0.75% | 9,153 | 14 | 0.2% | $4,351 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $292.21万 | 0.77% | 9,934 | -13 | -0.1% | -$3,824 | 减仓 |
| CVS | CVS HEALTH CORP | $299.38万 | 0.79% | 41,699 | 41,699 | — | $299.38万 | 新建仓 |
| OKE | ONEOK INC NEW | $302.93万 | 0.80% | 33,514 | 9,804 | 41.3% | $88.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $332.85万 | 0.88% | 6,946 | 177 | 2.6% | $8.48万 | 加仓 |
| LLY | ELI LILLY & CO | $332.88万 | 0.88% | 3,619 | -1,157 | -24.2% | -$106.42万 | 减仓 |
| TSLA | TESLA INC | $361.64万 | 0.96% | 9,728 | 8 | 0.1% | $2,974 | 加仓 |
| GWW | WW GRAINGER INC | $370.98万 | 0.98% | 3,403 | 134 | 4.1% | $14.61万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $377.89万 | 1.00% | 21,107 | 8,725 | 70.5% | $156.21万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $387.05万 | 1.02% | 18,612 | 693 | 3.9% | $14.41万 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC | $393.53万 | 1.04% | 284,315 | 284,315 | — | $393.53万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $395.29万 | 1.05% | 20,166 | 847 | 4.4% | $16.60万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $416.25万 | 1.10% | 8,798 | 264 | 3.1% | $12.49万 | 加仓 |
| — | HONEYWELL INTL INC | $416.73万 | 1.10% | 18,441 | 620 | 3.5% | $14.01万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $421.91万 | 1.12% | 84,046 | 240 | 0.3% | $1.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $423.53万 | 1.12% | 11,441 | 42 | 0.4% | $1.55万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $426.86万 | 1.13% | 71,237 | 2,658 | 3.9% | $15.93万 | 加仓 |
| MCO | MOODYS CORP | $428.75万 | 1.13% | 9,829 | 9,829 | — | $428.75万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $429.11万 | 1.13% | 13,126 | 373 | 2.9% | $12.19万 | 加仓 |
| NDAQ | NASDAQ INC | $437.02万 | 1.16% | 51,495 | 1,623 | 3.3% | $13.77万 | 加仓 |
| CB | CHUBB LTD SWITZ | $439.66万 | 1.16% | 13,490 | 377 | 2.9% | $12.29万 | 加仓 |
| IVZ | INVESCO LTD | $453.36万 | 1.20% | 186,645 | 186,645 | — | $453.36万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $467.30万 | 1.24% | 28,470 | 28,470 | — | $467.30万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $475.15万 | 1.26% | 36,308 | 1,218 | 3.5% | $15.94万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $485.88万 | 1.29% | 25,749 | 582 | 2.3% | $10.98万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $490.73万 | 1.30% | 66,446 | 1,473 | 2.3% | $10.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $491.77万 | 1.30% | 28,198 | 305 | 1.1% | $5.32万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $495.67万 | 1.31% | 50,358 | 1,693 | 3.5% | $16.66万 | 加仓 |
| FHI | FEDERATED HERMES INC | $497.43万 | 1.32% | 87,729 | 87,729 | — | $497.43万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $506.66万 | 1.34% | 8,778 | 22 | 0.3% | $1.27万 | 加仓 |
| KR | KROGER CO | $507.39万 | 1.34% | 70,096 | 2,060 | 3.0% | $14.91万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $509.95万 | 1.35% | 109,827 | 2,915 | 2.7% | $13.53万 | 加仓 |
| TJX | TJX COS INC NEW | $523.78万 | 1.39% | 32,811 | 844 | 2.6% | $13.47万 | 加仓 |
| JBL | JABIL INC | $562.43万 | 1.49% | 21,197 | 410 | 2.0% | $10.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $599.57万 | 1.59% | 12,001 | 344 | 3.0% | $17.19万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $620.71万 | 1.64% | 89,744 | 1,608 | 1.8% | $11.12万 | 加仓 |
| COR | CENCORA INC | $627.36万 | 1.66% | 19,974 | 405 | 2.1% | $12.72万 | 加仓 |
| ABBV | ABBVIE INC | $632.85万 | 1.67% | 29,098 | 20 | 0.1% | $4,350 | 加仓 |
| OGE | OGE ENERGY CORP | $639.71万 | 1.69% | 133,385 | 147 | 0.1% | $7,050 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $661.94万 | 1.75% | 71,710 | 1,496 | 2.1% | $13.81万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $747.76万 | 1.98% | 8,356 | -508 | -5.7% | -$45.46万 | 减仓 |
| PULS | PGIM ETF TR | $770.39万 | 2.04% | 155,635 | 155,635 | — | $770.39万 | 新建仓 |
| KLAC | KLA CORP | $920.19万 | 2.43% | 6,253 | -916 | -12.8% | -$134.80万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $966.34万 | 2.56% | 113,902 | 4,740 | 4.3% | $40.21万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $1,005.55万 | 2.66% | 363,672 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $1,090.76万 | 2.88% | 52,719 | 5 | 0.0% | $1,035 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,200.36万 | 3.17% | 18,457 | 32 | 0.2% | $2.08万 | 加仓 |
| AAPL | APPLE INC | $1,203.98万 | 3.18% | 47,440 | 81 | 0.2% | $2.06万 | 加仓 |
| — | EXXON MOBIL CORP | $1,566.17万 | 4.14% | 92,312 | -3,680 | -3.8% | -$62.44万 | 减仓 |