VISTA INVESTMENT PARTNERS LLC
Oklahoma City OK · SEC CIK 0002023386
$3.97亿2026Q2 申报市值
172持仓数
26.5%前十大占比 · 第一大 3.6%
18 / 17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
V 加仓+$503.75万
TPR 新建仓+$483.02万
CPAY 新建仓+$439.05万
HNGE 新建仓+$346.77万
VBK 新建仓+$270.40万
2026Q2 卖出最多 按季末市值估算
PULS 清仓-$770.39万
KLAC 减仓-$695.03万
KR 清仓-$507.39万
BJ 清仓-$495.67万
THC 清仓-$485.88万
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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | $89.02万 | 0.22% | 3,418 | 2,240 | 190.2% | $58.34万 | 加仓 |
| PEP | PEPSICO INC | $92.64万 | 0.23% | 6,842 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $96.45万 | 0.24% | 3,776 | -1,788 | -32.1% | -$45.67万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $99.85万 | 0.25% | 5,104 | -1 | -0.0% | -$196 | 减仓 |
| DE | DEERE & CO | $101.24万 | 0.25% | 1,596 | -12 | -0.7% | -$7,612 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $110.64万 | 0.28% | 30,097 | -420 | -1.4% | -$1.54万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $110.89万 | 0.28% | 9,505 | 43 | 0.5% | $5,017 | 加仓 |
| UNP | UNION PAC CORP | $116.82万 | 0.29% | 4,295 | 2,375 | 123.7% | $64.60万 | 加仓 |
| GOOG | ALPHABET INC | $119.60万 | 0.30% | 3,385 | -90 | -2.6% | -$3.18万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $122.16万 | 0.31% | 13,918 | -20 | -0.1% | -$1,755 | 减仓 |
| TXNM | TXNM ENERGY INC | $125.48万 | 0.32% | 22,099 | -4,350 | -16.4% | -$24.70万 | 减仓 |
| META | META PLATFORMS INC | $126.19万 | 0.32% | 2,240 | -197 | -8.1% | -$11.10万 | 减仓 |
| RING | ISHARES INC | $126.29万 | 0.32% | 19,550 | 19,550 | — | $126.29万 | 新建仓 |
| DIS | DISNEY WALT CO | $130.44万 | 0.33% | 13,552 | 6,084 | 81.5% | $58.56万 | 加仓 |
| CAT | CATERPILLAR INC | $131.71万 | 0.33% | 1,237 | -13 | -1.0% | -$1.38万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $135.37万 | 0.34% | 14,918 | 50 | 0.3% | $4,537 | 加仓 |
| PFE | PFIZER INC | $135.80万 | 0.34% | 56,395 | -9,036 | -13.8% | -$21.76万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $145.41万 | 0.37% | 4,960 | 9 | 0.2% | $2,638 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $146.39万 | 0.37% | 8,092 | -80 | -1.0% | -$1.45万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $148.87万 | 0.37% | 16,322 | 232 | 1.4% | $2.12万 | 加仓 |
| T | AT&T INC | $149.38万 | 0.38% | 72,165 | 17,663 | 32.4% | $36.56万 | 加仓 |
| COWG | PACER FDS TR | $155.29万 | 0.39% | 38,680 | 544 | 1.4% | $2.18万 | 加仓 |
| AMZN | AMAZON COM INC | $157.50万 | 0.40% | 6,608 | -438 | -6.2% | -$10.44万 | 减仓 |
| BYD | BOYD GAMING CORP | $161.32万 | 0.41% | 18,263 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $180.14万 | 0.45% | 4,820 | 1 | 0.0% | $374 | 加仓 |
| RTX | RTX CORPORATION | $187.11万 | 0.47% | 9,862 | -10 | -0.1% | -$1,897 | 减仓 |
| VOO | VANGUARD INDEX FDS | $194.69万 | 0.49% | 2,835 | 378 | 15.4% | $25.96万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $194.95万 | 0.49% | 8,818 | 8,818 | — | $194.95万 | 新建仓 |
| HON | HONEYWELL INTL INC | $201.11万 | 0.51% | 8,982 | -9,459 | -51.3% | -$211.79万 | 减仓 |
| KO | COCA COLA CO | $213.23万 | 0.54% | 26,237 | 76 | 0.3% | $6,177 | 加仓 |
| PG | PROCTER & GAMBLE CO | $218.39万 | 0.55% | 14,893 | 62 | 0.4% | $9,092 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $222.62万 | 0.56% | 8,766 | 20 | 0.2% | $5,079 | 加仓 |
| WMT | WALMART INC | $227.98万 | 0.57% | 20,129 | -67 | -0.3% | -$7,588 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $237.18万 | 0.60% | 10,591 | 15 | 0.1% | $3,359 | 加仓 |
| MCD | MCDONALDS CORP | $247.88万 | 0.62% | 9,170 | 17 | 0.2% | $4,595 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $260.47万 | 0.66% | 53,638 | -1,224 | -2.2% | -$5.94万 | 减仓 |
| WMB | WILLIAMS COS INC | $269.88万 | 0.68% | 36,303 | -244 | -0.7% | -$1.81万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $270.40万 | 0.68% | 7,394 | 7,394 | — | $270.40万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $271.56万 | 0.68% | 16,451 | 2,996 | 22.3% | $49.45万 | 加仓 |
| GOOGL | ALPHABET INC | $304.37万 | 0.77% | 8,517 | -212 | -2.4% | -$7.58万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $309.06万 | 0.78% | 67,555 | -3,275 | -4.6% | -$14.98万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $315.59万 | 0.79% | 24,640 | 238 | 1.0% | $3.05万 | 重新持有 |
| OKE | ONEOK INC NEW | $315.59万 | 0.79% | 36,300 | 2,786 | 8.3% | $24.22万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $325.72万 | 0.82% | 9,951 | 17 | 0.2% | $5,565 | 加仓 |
| HNGE | HINGE HEALTH INC | $346.77万 | 0.87% | 41,789 | 41,789 | — | $346.77万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $351.59万 | 0.88% | 83,039 | -1,007 | -1.2% | -$4.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $352.27万 | 0.89% | 7,040 | 94 | 1.4% | $4.70万 | 加仓 |
| NDAQ | NASDAQ INC | $397.13万 | 1.00% | 50,403 | -1,092 | -2.1% | -$8.60万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $407.23万 | 1.02% | 19,768 | -398 | -2.0% | -$8.20万 | 减仓 |
| TSLA | TESLA INC | $409.66万 | 1.03% | 9,740 | 12 | 0.1% | $5,047 | 加仓 |
| CVS | CVS HEALTH CORP | $420.71万 | 1.06% | 40,667 | -1,032 | -2.5% | -$10.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $421.09万 | 1.06% | 11,289 | -152 | -1.3% | -$5.67万 | 减仓 |
| LLY | ELI LILLY & CO | $427.98万 | 1.08% | 3,568 | -51 | -1.4% | -$6.12万 | 减仓 |
| MCO | MOODYS CORP | $437.30万 | 1.10% | 9,655 | -174 | -1.8% | -$7.88万 | 减仓 |
| PRI | PRIMERICA INC | $438.07万 | 1.10% | 15,412 | 4,542 | 41.8% | $129.10万 | 加仓 |
| CPAY | CORPAY INC | $439.05万 | 1.10% | 13,173 | 13,173 | — | $439.05万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $448.73万 | 1.13% | 18,224 | -388 | -2.1% | -$9.55万 | 减仓 |
| CB | CHUBB LIMITED | $454.09万 | 1.14% | 13,325 | -165 | -1.2% | -$5.62万 | 减仓 |
| FHI | FEDERATED HERMES INC | $472.34万 | 1.19% | 85,511 | -2,218 | -2.5% | -$12.25万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $477.68万 | 1.20% | 12,887 | -239 | -1.8% | -$8.86万 | 减仓 |
| GWW | WW GRAINGER INC | $478.72万 | 1.20% | 3,519 | 116 | 3.4% | $15.78万 | 加仓 |
| IVZ | INVESCO LTD | $482.62万 | 1.21% | 182,880 | -3,765 | -2.0% | -$9.94万 | 减仓 |
| TJX | TJX COS INC NEW | $482.80万 | 1.22% | 31,869 | -942 | -2.9% | -$14.27万 | 减仓 |
| TPR | TAPESTRY INC | $483.02万 | 1.22% | 32,997 | 32,997 | — | $483.02万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $488.58万 | 1.23% | 69,722 | -1,515 | -2.1% | -$10.62万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $512.68万 | 1.29% | 65,396 | -1,050 | -1.6% | -$8.23万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $517.88万 | 1.30% | 35,466 | -842 | -2.3% | -$12.29万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $526.90万 | 1.33% | 42,233 | 20,344 | 92.9% | $253.81万 | 加仓 |
| COR | CENCORA INC | $553.32万 | 1.39% | 19,554 | -420 | -2.1% | -$11.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $566.59万 | 1.43% | 28,317 | 119 | 0.4% | $2.38万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $603.27万 | 1.52% | 107,009 | -2,818 | -2.6% | -$15.89万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $604.88万 | 1.52% | 11,778 | -223 | -1.9% | -$11.45万 | 减仓 |
| V | VISA INC | $629.31万 | 1.58% | 18,343 | 14,683 | 401.2% | $503.75万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $647.53万 | 1.63% | 70,330 | -1,380 | -1.9% | -$12.71万 | 减仓 |
| OGE | OGE ENERGY CORP | $648.01万 | 1.63% | 133,171 | -214 | -0.2% | -$1.04万 | 减仓 |
| QQQ | INVESCO QQQ TR | $663.73万 | 1.67% | 9,013 | 235 | 2.7% | $17.31万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $667.37万 | 1.68% | 87,301 | -2,443 | -2.7% | -$18.68万 | 减仓 |
| ABBV | ABBVIE INC | $732.98万 | 1.84% | 29,128 | 30 | 0.1% | $7,549 | 加仓 |
| FTNT | FORTINET INC | $753.73万 | 1.90% | 49,058 | 17,018 | 53.1% | $261.46万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $795.69万 | 2.00% | 8,136 | -220 | -2.6% | -$21.52万 | 减仓 |
| JBL | JABIL INC | $804.26万 | 2.02% | 20,873 | -324 | -1.5% | -$12.48万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $872.09万 | 2.19% | 363,672 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $873.44万 | 2.20% | 52,693 | -26 | -0.0% | -$4,310 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $964.28万 | 2.43% | 22,365 | -6,105 | -21.4% | -$263.22万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $994.70万 | 2.50% | 111,513 | -2,389 | -2.1% | -$21.31万 | 减仓 |
| KLAC | KLA CORP | $1,189.79万 | 2.99% | 39,472 | -23,058 | -36.9% | -$695.03万 | 减仓 |
| — | EXXON MOBIL CORP | $1,259.84万 | 3.17% | 92,148 | -164 | -0.2% | -$2.24万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,380.45万 | 3.47% | 18,486 | 29 | 0.2% | $2.17万 | 加仓 |
| AAPL | APPLE INC | $1,412.59万 | 3.55% | 48,818 | 1,378 | 2.9% | $39.87万 | 加仓 |