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 |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | -155,635 | -100.0% | -$770.39万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -70,096 | -100.0% | -$507.39万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -50,358 | -100.0% | -$495.67万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -25,749 | -100.0% | -$485.88万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -8,798 | -100.0% | -$416.25万 | 清仓 |
| SBH | SALLY BEAUTY HLDGS INC | $0 | 0.00% | 0 | -284,315 | -100.0% | -$393.53万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -21,107 | -100.0% | -$377.89万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -8,859 | -100.0% | -$83.82万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -2,136 | -100.0% | -$81.15万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -11,596 | -100.0% | -$71.69万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -8,741 | -100.0% | -$47.75万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,162 | -100.0% | -$22.92万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -7,550 | -100.0% | -$21.79万 | 清仓 |
| OUNZ | VANECK MERK GOLD ETF | $0 | 0.00% | 0 | -4,675 | -100.0% | -$21.06万 | 清仓 |
| IWN | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -1,100 | -100.0% | -$20.85万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -3,529 | -100.0% | -$20.14万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -120 | -100.0% | -$2.28万 | 清仓 |
| SMH | VANECK ETF TRUST | $5,903 | 0.00% | 9 | 9 | — | $5,903 | 新建仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $3.08万 | 0.01% | 10,650 | 10,650 | — | $3.08万 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $4.77万 | 0.01% | 20,400 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $6.22万 | 0.02% | 207 | 207 | — | $6.22万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO 看涨期权 | $10.37万 | 0.03% | 1,800 | 1,800 | — | $10.37万 | 新建仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $11.68万 | 0.03% | 24,141 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO 看涨期权 | $11.99万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO | $15.18万 | 0.04% | 23,000 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $17.24万 | 0.04% | 20,792 | 8,001 | 62.6% | $6.63万 | 重新持有 |
| — | BNY MELLON MUN BD INFRASTRUC | $19.32万 | 0.05% | 17,500 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $20.06万 | 0.05% | 30,854 | 210 | 0.7% | $1,365 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.50万 | 0.05% | 729 | -3,856 | -84.1% | -$108.43万 | 减仓 |
| HSY | HERSHEY CO | $21.16万 | 0.05% | 1,206 | 3 | 0.2% | $526 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $21.21万 | 0.05% | 6,633 | 2 | 0.0% | $64 | 加仓 |
| NFLX | NETFLIX INC. | $21.61万 | 0.05% | 3,027 | -7 | -0.2% | -$500 | 减仓 |
| IVV | ISHARES TR | $21.64万 | 0.05% | 289 | 289 | — | $21.64万 | 新建仓 |
| RIO | RIO TINTO PLC | $21.96万 | 0.06% | 2,313 | 24 | 1.0% | $2,278 | 加仓 |
| AMGN | AMGEN INC | $24.01万 | 0.06% | 663 | -1 | -0.2% | -$362 | 减仓 |
| SO | SOUTHERN CO | $24.72万 | 0.06% | 2,583 | -119 | -4.4% | -$1.14万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $25.78万 | 0.06% | 2,571 | 2,571 | — | $25.78万 | 新建仓 |
| BP | BP PLC | $25.92万 | 0.07% | 7,016 | -930 | -11.7% | -$3.44万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $26.20万 | 0.07% | 5,255 | -500 | -8.7% | -$2.49万 | 减仓 |
| ASML | ASML HLDG NV | $26.48万 | 0.07% | 133 | 133 | — | $26.48万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.60万 | 0.07% | 557 | 557 | — | $26.60万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $27.79万 | 0.07% | 2,200 | -6 | -0.3% | -$758 | 减仓 |
| GEV | GE VERNOVA INC | $28.78万 | 0.07% | 245 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $28.92万 | 0.07% | 3,500 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $30.29万 | 0.08% | 315 | 1 | 0.3% | $962 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $30.75万 | 0.08% | 909 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $30.85万 | 0.08% | 305 | -4 | -1.3% | -$4,045 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $31.09万 | 0.08% | 748 | 2 | 0.3% | $831 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $32.33万 | 0.08% | 9,146 | -1 | -0.0% | -$35 | 减仓 |
| AVGO | BROADCOM INC | $32.49万 | 0.08% | 860 | -8 | -0.9% | -$3,023 | 减仓 |
| IWM | ISHARES TR 看跌期权 | $33.05万 | 0.08% | 1,100 | 1,100 | — | $33.05万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.34万 | 0.08% | 5,786 | -55 | -0.9% | -$3,169 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $33.39万 | 0.08% | 4,324 | -1 | -0.0% | -$77 | 减仓 |
| ET | ENERGY TRANSFER L P | $33.44万 | 0.08% | 17,492 | -655 | -3.6% | -$1.25万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $33.90万 | 0.09% | 10,184 | 2,845 | 38.8% | $9.47万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.00万 | 0.09% | 1,437 | 65 | 4.7% | $1.54万 | 加仓 |
| GAP | GAP INC | $34.51万 | 0.09% | 18,475 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $37.27万 | 0.09% | 1,458 | 1 | 0.1% | $256 | 加仓 |
| COP | CONOCOPHILLIPS | $37.74万 | 0.09% | 3,630 | -1 | -0.0% | -$104 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $39.01万 | 0.10% | 3,614 | -1 | -0.0% | -$108 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $39.55万 | 0.10% | 3,679 | 3 | 0.1% | $323 | 加仓 |
| QCOM | QUALCOMM INC | $40.68万 | 0.10% | 2,202 | -127 | -5.5% | -$2.35万 | 减仓 |
| BKH | BLACK HILLS CORP | $40.86万 | 0.10% | 5,492 | 5,492 | — | $40.86万 | 新建仓 |
| NUE | NUCOR CORP | $41.03万 | 0.10% | 1,842 | 0 | 0.0% | — | 不变 |
| IDEF | BLACKROCK ETF TRUST | $41.39万 | 0.10% | 13,025 | -2,925 | -18.3% | -$9.30万 | 减仓 |
| CSCO | CISCO SYS INC | $42.52万 | 0.11% | 3,620 | -38 | -1.0% | -$4,463 | 减仓 |
| SHEL | SHELL PLC | $42.92万 | 0.11% | 5,535 | 96 | 1.8% | $7,443 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $44.24万 | 0.11% | 21,291 | 1,956 | 10.1% | $4.06万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $45.99万 | 0.12% | 5,307 | 80 | 1.5% | $6,932 | 加仓 |
| EVRG | EVERGY INC | $46.31万 | 0.12% | 5,358 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $46.83万 | 0.12% | 3,354 | 3,354 | — | $46.83万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $47.57万 | 0.12% | 1,596 | 4 | 0.3% | $1,192 | 加仓 |
| MRK | MERCK & CO INC | $49.58万 | 0.12% | 3,858 | 7 | 0.2% | $900 | 加仓 |
| BDX | BECTON DICKINSON & CO | $50.92万 | 0.13% | 3,365 | 6 | 0.2% | $908 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $51.34万 | 0.13% | 983 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $52.23万 | 0.13% | 1,517 | -34 | -2.2% | -$1.17万 | 减仓 |
| PSX | PHILLIPS 66 | $52.90万 | 0.13% | 3,129 | -70 | -2.2% | -$1.18万 | 减仓 |
| TRGP | TARGA RES CORP | $54.86万 | 0.14% | 2,046 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $58.77万 | 0.15% | 14,224 | -5,880 | -29.2% | -$24.30万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $60.00万 | 0.15% | 3,600 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENGR CORP | $60.48万 | 0.15% | 26,158 | -1 | -0.0% | -$23 | 减仓 |
| ES | EVERSOURCE ENERGY | $61.30万 | 0.15% | 8,482 | -3 | -0.0% | -$217 | 减仓 |
| LOW | LOWES COS INC | $63.96万 | 0.16% | 2,901 | -3 | -0.1% | -$661 | 减仓 |
| HD | HOME DEPOT INC | $64.12万 | 0.16% | 1,818 | -1 | -0.1% | -$353 | 减仓 |
| ADI | ANALOG DEVICES INC | $65.14万 | 0.16% | 1,640 | -18 | -1.1% | -$7,149 | 减仓 |
| WAB | WABTEC | $65.84万 | 0.17% | 2,442 | 2 | 0.1% | $539 | 加仓 |
| ORCL | ORACLE CORP | $66.21万 | 0.17% | 4,518 | 1 | 0.0% | $147 | 加仓 |
| CTVA | CORTEVA INC | $67.87万 | 0.17% | 8,014 | -5 | -0.1% | -$423 | 减仓 |
| COWZ | PACER FDS TR | $68.92万 | 0.17% | 11,081 | 207 | 1.9% | $1.29万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $70.24万 | 0.18% | 2,417 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $71.94万 | 0.18% | 769 | -50 | -6.1% | -$4.68万 | 减仓 |
| SMH | VANECK ETF TRUST 看跌期权 | $72.15万 | 0.18% | 1,100 | 1,100 | — | $72.15万 | 新建仓 |
| F | FORD MTR CO | $74.42万 | 0.19% | 53,542 | 2,024 | 3.9% | $2.81万 | 加仓 |
| DOCU | DOCUSIGN INC | $75.08万 | 0.19% | 16,902 | 4,702 | 38.5% | $20.89万 | 加仓 |
| MDT | MEDTRONIC PLC | $75.28万 | 0.19% | 9,623 | -5,923 | -38.1% | -$46.34万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $76.60万 | 0.19% | 11,870 | 154 | 1.3% | $9,938 | 加仓 |
| MO | ALTRIA GROUP INC | $81.77万 | 0.21% | 11,365 | -12,406 | -52.2% | -$89.26万 | 减仓 |
| NRG | NRG ENERGY INC | $83.97万 | 0.21% | 5,749 | -3 | -0.1% | -$438 | 减仓 |
| MMM | 3M CO | $85.26万 | 0.21% | 5,266 | 9 | 0.2% | $1,457 | 加仓 |
| OTTR | OTTER TAIL CORP | $88.05万 | 0.22% | 9,786 | -1 | -0.0% | -$90 | 减仓 |