VISTA INVESTMENT PARTNERS II, LLC
RICHMOND IN · SEC CIK 0002035219
$2.55亿2026Q2 申报市值
160持仓数
28.1%前十大占比 · 第一大 5.4%
25 / 24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
AVLV 新建仓+$596.56万
SGOV 新建仓+$338.39万
TPR 新建仓+$285.31万
MSTR 加仓+$263.95万
SOXX 新建仓+$254.89万
2026Q2 卖出最多 按季末市值估算
NEAR 清仓-$467.38万
KLAC 减仓-$421.91万
CGDV 清仓-$378.54万
KR 清仓-$330.26万
VTV 清仓-$287.06万
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $1,369.06万 | 5.37% | 11,414 | 96 | 0.8% | $11.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $855.69万 | 3.36% | 42,765 | 714 | 1.7% | $14.29万 | 加仓 |
| KLAC | KLA CORP | $802.43万 | 3.15% | 26,596 | -13,984 | -34.5% | -$421.91万 | 减仓 |
| MSTR | STRATEGY INC | $739.97万 | 2.90% | 85,122 | 30,363 | 55.4% | $263.95万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $701.53万 | 2.75% | 10,214 | -441 | -4.1% | -$30.29万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $596.56万 | 2.34% | 65,405 | 65,405 | — | $596.56万 | 新建仓 |
| AAPL | APPLE INC | $582.17万 | 2.28% | 20,119 | 241 | 1.2% | $6.97万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $541.91万 | 2.13% | 12,560 | -740 | -5.6% | -$31.93万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $515.07万 | 2.02% | 5,266 | -27 | -0.5% | -$2.64万 | 减仓 |
| JBL | JABIL INC | $471.68万 | 1.85% | 12,236 | 247 | 2.1% | $9.52万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $452.22万 | 1.77% | 49,106 | 741 | 1.5% | $6.82万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $443.69万 | 1.74% | 58,052 | -504 | -0.9% | -$3.85万 | 减仓 |
| USB | US BANCORP | $431.65万 | 1.69% | 71,465 | -699 | -1.0% | -$4.22万 | 减仓 |
| FTNT | FORTINET INC | $427.16万 | 1.68% | 27,806 | 12,384 | 80.3% | $190.24万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $408.07万 | 1.60% | 72,391 | -524 | -0.7% | -$2.95万 | 减仓 |
| TJX | TJX COS INC NEW | $375.15万 | 1.47% | 24,763 | -274 | -1.1% | -$4.15万 | 减仓 |
| AGG | ISHARES TR | $353.53万 | 1.39% | 35,717 | -2,678 | -7.0% | -$26.51万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $344.27万 | 1.35% | 23,563 | -265 | -1.1% | -$3.87万 | 减仓 |
| SGOV | ISHARES TR | $338.39万 | 1.33% | 33,614 | 33,614 | — | $338.39万 | 新建仓 |
| CB | CHUBB LIMITED | $322.98万 | 1.27% | 9,479 | -7 | -0.1% | -$2,385 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $319.93万 | 1.25% | 12,993 | -47 | -0.4% | -$1.16万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $319.83万 | 1.25% | 45,644 | -196 | -0.4% | -$1.37万 | 减仓 |
| GWW | WW GRAINGER INC | $319.78万 | 1.25% | 2,351 | 75 | 3.3% | $10.20万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $315.59万 | 1.24% | 61,819 | 6,433 | 11.6% | $32.84万 | 加仓 |
| IVZ | INVESCO LTD | $311.43万 | 1.22% | 118,012 | -787 | -0.7% | -$2.08万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $311.32万 | 1.22% | 6,062 | 129 | 2.2% | $6.62万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $307.03万 | 1.20% | 56,837 | 12,193 | 27.3% | $65.87万 | 加仓 |
| FHI | FEDERATED HERMES INC | $300.78万 | 1.18% | 54,470 | -345 | -0.6% | -$1.91万 | 减仓 |
| COR | CENCORA INC | $299.34万 | 1.17% | 10,578 | 226 | 2.2% | $6.40万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $297.38万 | 1.17% | 37,932 | 809 | 2.2% | $6.34万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $296.72万 | 1.16% | 8,007 | 224 | 2.9% | $8.30万 | 加仓 |
| V | VISA INC | $295.85万 | 1.16% | 8,623 | 7,165 | 491.4% | $245.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $293.69万 | 1.15% | 8,972 | -63 | -0.7% | -$2.06万 | 减仓 |
| TPR | TAPESTRY INC | $285.31万 | 1.12% | 19,491 | 19,491 | — | $285.31万 | 新建仓 |
| CVS | CVS HEALTH CORP | $261.34万 | 1.02% | 25,263 | -353 | -1.4% | -$3.65万 | 减仓 |
| PRI | PRIMERICA INC | $256.03万 | 1.00% | 9,009 | 2,492 | 38.2% | $70.82万 | 加仓 |
| NDAQ | NASDAQ INC | $255.02万 | 1.00% | 32,355 | -140 | -0.4% | -$1.10万 | 减仓 |
| SOXX | ISHARES TR | $254.89万 | 1.00% | 3,978 | 3,978 | — | $254.89万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $253.89万 | 1.00% | 12,324 | 68 | 0.6% | $1.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $235.68万 | 0.92% | 4,710 | -10 | -0.2% | -$5,004 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $235.56万 | 0.92% | 70,761 | 6,027 | 9.3% | $20.06万 | 加仓 |
| CPAY | CORPAY INC | $235.16万 | 0.92% | 7,056 | 7,056 | — | $235.16万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $227.03万 | 0.89% | 88,649 | 88,649 | — | $227.03万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $222.76万 | 0.87% | 125,643 | 142 | 0.1% | $2,518 | 加仓 |
| MCO | MOODYS CORP | $221.53万 | 0.87% | 4,891 | 183 | 3.9% | $8.29万 | 加仓 |
| AIS | TIDAL TRUST III | $220.29万 | 0.86% | 25,822 | 25,822 | — | $220.29万 | 新建仓 |
| GLD | SPDR GOLD TR | $213.22万 | 0.84% | 5,788 | 612 | 11.8% | $22.54万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $195.79万 | 0.77% | 15,375 | 10,824 | 237.8% | $137.83万 | 加仓 |
| AMZN | AMAZON COM INC | $182.81万 | 0.72% | 7,670 | 229 | 3.1% | $5.46万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $179.56万 | 0.70% | 32,122 | 25,643 | 395.8% | $143.34万 | 加仓 |
| MINT | PIMCO ETF TR | $170.56万 | 0.67% | 16,919 | 16,919 | — | $170.56万 | 新建仓 |
| GOOGL | ALPHABET INC | $169.74万 | 0.67% | 4,750 | 267 | 6.0% | $9.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $166.62万 | 0.65% | 4,467 | -325 | -6.8% | -$12.12万 | 减仓 |
| HNGE | HINGE HEALTH INC | $163.14万 | 0.64% | 19,655 | 19,655 | — | $163.14万 | 新建仓 |
| F | FORD MTR CO | $161.85万 | 0.63% | 116,441 | 869 | 0.8% | $1.21万 | 加仓 |
| AIPO | TIDAL TRUST II | $152.96万 | 0.60% | 45,784 | 45,784 | — | $152.96万 | 新建仓 |
| SDCI | USCF ETF TR | $152.04万 | 0.60% | 57,504 | 57,504 | — | $152.04万 | 新建仓 |
| HON | HONEYWELL INTL INC | $142.21万 | 0.56% | 6,124 | -6,069 | -49.8% | -$140.94万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $133.38万 | 0.52% | 6,033 | 6,033 | — | $133.38万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $131.68万 | 0.52% | 15,403 | 165 | 1.1% | $1.41万 | 加仓 |
| ETN | EATON CORP PLC | $121.46万 | 0.48% | 2,850 | -86 | -2.9% | -$3.67万 | 减仓 |
| — | TIDAL TRUST II | $119.27万 | 0.47% | 26,601 | 26,601 | — | $119.27万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $118.03万 | 0.46% | 29,829 | -3,997 | -11.8% | -$15.82万 | 减仓 |
| VO | VANGUARD INDEX FDS | $116.37万 | 0.46% | 14,443 | 27 | 0.2% | $2,175 | 加仓 |
| — | EXXON MOBIL CORP | $110.34万 | 0.43% | 8,070 | -297 | -3.5% | -$4.06万 | 减仓 |
| CAT | CATERPILLAR INC | $109.87万 | 0.43% | 1,032 | -1 | -0.1% | -$1,065 | 减仓 |
| FRDM | EA SERIES TRUST | $109.32万 | 0.43% | 14,996 | 7,693 | 105.3% | $56.08万 | 加仓 |
| VB | VANGUARD INDEX FDS | $107.43万 | 0.42% | 3,544 | 22 | 0.6% | $6,669 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $102.24万 | 0.40% | 11,379 | 11,379 | — | $102.24万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $99.63万 | 0.39% | 1,353 | 724 | 115.1% | $53.32万 | 加仓 |
| META | META PLATFORMS INC | $96.52万 | 0.38% | 1,713 | -80 | -4.5% | -$4.51万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $94.74万 | 0.37% | 18,862 | 18,862 | — | $94.74万 | 新建仓 |
| — | BUILD FUNDS TRUST | $92.92万 | 0.36% | 37,049 | 639 | 1.8% | $1.60万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $88.24万 | 0.35% | 3,474 | -92 | -2.6% | -$2.34万 | 减仓 |
| GLW | CORNING INC | $85.66万 | 0.34% | 3,353 | -105 | -3.0% | -$2.68万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $85.20万 | 0.33% | 1,141 | -23 | -2.0% | -$1.72万 | 减仓 |
| AMGN | AMGEN INC | $81.61万 | 0.32% | 2,254 | -2 | -0.1% | -$724 | 减仓 |
| INTC | INTEL CORP | $78.63万 | 0.31% | 5,632 | 271 | 5.1% | $3.78万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $77.23万 | 0.30% | 5,267 | -546 | -9.4% | -$8.01万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $76.04万 | 0.30% | 2,704 | -441 | -14.0% | -$12.40万 | 减仓 |
| HD | HOME DEPOT INC | $75.48万 | 0.30% | 2,140 | -178 | -7.7% | -$6.28万 | 减仓 |
| TSLA | TESLA INC | $74.53万 | 0.29% | 1,772 | 17 | 1.0% | $7,150 | 加仓 |
| MLPX | GLOBAL X FDS | $73.28万 | 0.29% | 9,949 | 9,949 | — | $73.28万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $67.57万 | 0.27% | 4,076 | 16 | 0.4% | $2,652 | 加仓 |
| VTI | VANGUARD INDEX FDS | $66.68万 | 0.26% | 1,802 | 18 | 1.0% | $6,661 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $65.43万 | 0.26% | 678 | 5 | 0.7% | $4,825 | 加仓 |
| CSX | CSX CORP | $65.35万 | 0.26% | 13,749 | 233 | 1.7% | $1.11万 | 加仓 |
| — | RICHMOND MUT BANCORPORATION | $63.68万 | 0.25% | 40,102 | 5,324 | 15.3% | $8.45万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $62.17万 | 0.24% | 6,443 | 1,398 | 27.7% | $13.49万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $60.00万 | 0.24% | 1,371 | 187 | 15.8% | $8.18万 | 加仓 |
| ABBV | ABBVIE INC | $59.77万 | 0.23% | 2,375 | 41 | 1.8% | $1.03万 | 加仓 |
| WMT | WALMART INC | $58.14万 | 0.23% | 5,134 | -2 | -0.0% | -$226 | 减仓 |
| DIS | DISNEY WALT CO | $56.62万 | 0.22% | 5,882 | -1 | -0.0% | -$96 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $56.33万 | 0.22% | 488 | 488 | — | $56.33万 | 新建仓 |
| MCK | MCKESSON CORP | $54.27万 | 0.21% | 718 | -10 | -1.4% | -$7,558 | 减仓 |
| LRCX | LAM RESEARCH CORP | $54.17万 | 0.21% | 1,250 | -49 | -3.8% | -$2.12万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $53.00万 | 0.21% | 4,248 | -714 | -14.4% | -$8.91万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $51.67万 | 0.20% | 1,052 | 142 | 15.6% | $6.97万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $50.17万 | 0.20% | 11,849 | -4 | -0.0% | -$169 | 减仓 |
| IEFA | ISHARES TR | $50.00万 | 0.20% | 5,177 | -230 | -4.3% | -$2.22万 | 减仓 |