VISTA INVESTMENT PARTNERS II, LLC
RICHMOND IN · SEC CIK 0002035219
$2.23亿2026Q1 申报市值
157持仓数
26.9%前十大占比 · 第一大 4.7%
27 / 18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
NEAR 加仓+$330.50万
FHI 新建仓+$310.86万
IVZ 新建仓+$288.56万
VTV 新建仓+$287.06万
DFIV 新建仓+$235.63万
2026Q1 卖出最多 按季末市值估算
SYF 清仓-$426.59万
AVGO 减仓-$363.55万
ADP 清仓-$259.10万
ATFV 减仓-$254.34万
LYFT 清仓-$238.20万
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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $63.01万 | 0.28% | 728 | -16 | -2.2% | -$1.38万 | 减仓 |
| WMT | WALMART INC | $63.83万 | 0.29% | 5,136 | -2,757 | -34.9% | -$34.26万 | 减仓 |
| TSLA | TESLA INC | $65.24万 | 0.29% | 1,755 | -46 | -2.6% | -$1.71万 | 减仓 |
| CAT | CATERPILLAR INC | $73.19万 | 0.33% | 1,033 | -73 | -6.6% | -$5.17万 | 减仓 |
| VPU | VANGUARD WORLD FD | $75.59万 | 0.34% | 3,815 | 3,815 | — | $75.59万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $75.68万 | 0.34% | 1,164 | 17 | 1.5% | $1.11万 | 加仓 |
| HD | HOME DEPOT INC | $76.22万 | 0.34% | 2,318 | -6,057 | -72.3% | -$199.17万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $76.23万 | 0.34% | 3,145 | -632 | -16.7% | -$15.32万 | 减仓 |
| AMGN | AMGEN INC | $79.38万 | 0.36% | 2,256 | 20 | 0.9% | $7,037 | 加仓 |
| PG | PROCTER & GAMBLE CO | $83.96万 | 0.38% | 5,813 | -219 | -3.6% | -$3.16万 | 减仓 |
| CVX | CHEVRON CORPORATION | $84.01万 | 0.38% | 4,060 | -228 | -5.3% | -$4.72万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $87.18万 | 0.39% | 3,566 | -245 | -6.4% | -$5.99万 | 减仓 |
| VB | VANGUARD INDEX FDS | $92.25万 | 0.41% | 3,522 | 831 | 30.9% | $21.77万 | 加仓 |
| — | BUILD FUNDS TRUST | $92.42万 | 0.41% | 36,410 | 7,484 | 25.9% | $19.00万 | 加仓 |
| META | META PLATFORMS INC | $102.61万 | 0.46% | 1,793 | 21 | 1.2% | $1.20万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $102.78万 | 0.46% | 16,777 | 16,777 | — | $102.78万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $103.50万 | 0.46% | 3,604 | 715 | 24.7% | $20.53万 | 加仓 |
| ETN | EATON CORP PLC | $105.02万 | 0.47% | 2,936 | 24 | 0.8% | $8,585 | 加仓 |
| VXUS | VANGUARD STAR FDS | $117.50万 | 0.53% | 15,238 | 2,054 | 15.6% | $15.84万 | 加仓 |
| FTNT | FORTINET INC | $126.03万 | 0.57% | 15,422 | 15,422 | — | $126.03万 | 新建仓 |
| GOOGL | ALPHABET INC | $128.92万 | 0.58% | 4,483 | -84 | -1.8% | -$2.42万 | 减仓 |
| XAR | SPDR SERIES TRUST | $132.30万 | 0.59% | 5,209 | 5,209 | — | $132.30万 | 新建仓 |
| F | FORD MTR CO | $133.37万 | 0.60% | 115,572 | 2,040 | 1.8% | $2.35万 | 加仓 |
| VHT | VANGUARD WORLD FD | $141.26万 | 0.63% | 5,187 | 5,187 | — | $141.26万 | 新建仓 |
| — | EXXON MOBIL CORP | $141.95万 | 0.64% | 8,367 | -1,154 | -12.1% | -$19.58万 | 减仓 |
| AMZN | AMAZON COM INC | $154.97万 | 0.70% | 7,441 | 316 | 4.4% | $6.58万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $156.24万 | 0.70% | 33,826 | 9,374 | 38.3% | $43.30万 | 加仓 |
| PRI | PRIMERICA INC | $163.23万 | 0.73% | 6,517 | -5 | -0.1% | -$1,252 | 减仓 |
| MSFT | MICROSOFT CORP | $177.39万 | 0.80% | 4,792 | -12 | -0.2% | -$4,442 | 减仓 |
| CVS | CVS HEALTH CORP | $183.97万 | 0.83% | 25,616 | 25,616 | — | $183.97万 | 新建仓 |
| HEGD | LISTED FDS TR | $193.00万 | 0.87% | 78,139 | 78,139 | — | $193.00万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $196.41万 | 0.88% | 125,501 | 4,307 | 3.6% | $6.74万 | 加仓 |
| MCO | MOODYS CORP | $205.39万 | 0.92% | 4,708 | 4,708 | — | $205.39万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $215.77万 | 0.97% | 12,056 | 6,055 | 100.9% | $108.37万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $218.29万 | 0.98% | 13,300 | 13,300 | — | $218.29万 | 新建仓 |
| SBH | SALLY BEAUTY HLDGS INC | $220.18万 | 0.99% | 158,972 | 158,972 | — | $220.18万 | 新建仓 |
| GLD | SPDR GOLD TR | $222.72万 | 1.00% | 5,176 | 128 | 2.5% | $5.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $226.18万 | 1.02% | 4,720 | 7 | 0.1% | $3,354 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $235.63万 | 1.06% | 44,644 | 44,644 | — | $235.63万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $240.27万 | 1.08% | 12,256 | 278 | 2.3% | $5.45万 | 加仓 |
| GWW | WW GRAINGER INC | $248.22万 | 1.11% | 2,276 | -19 | -0.8% | -$2.07万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $248.71万 | 1.12% | 64,734 | 25,580 | 65.3% | $98.28万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $253.76万 | 1.14% | 5,362 | -27 | -0.5% | -$1.28万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $254.55万 | 1.14% | 7,783 | -46 | -0.6% | -$1.50万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $265.78万 | 1.19% | 9,035 | -85 | -0.9% | -$2.50万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $271.35万 | 1.22% | 13,040 | 65 | 0.5% | $1.35万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $274.41万 | 1.23% | 37,123 | -405 | -1.1% | -$2.99万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $274.90万 | 1.23% | 45,840 | 1,502 | 3.4% | $9.01万 | 加仓 |
| — | HONEYWELL INTL INC | $275.61万 | 1.24% | 12,193 | 301 | 2.5% | $6.80万 | 加仓 |
| NDAQ | NASDAQ INC | $275.85万 | 1.24% | 32,495 | 690 | 2.2% | $5.86万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $276.12万 | 1.24% | 28,055 | -123 | -0.4% | -$1.21万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $277.95万 | 1.25% | 14,729 | -151 | -1.0% | -$2.85万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $287.06万 | 1.29% | 14,631 | 14,631 | — | $287.06万 | 新建仓 |
| IVZ | INVESCO LTD | $288.56万 | 1.30% | 118,799 | 118,799 | — | $288.56万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $296.47万 | 1.33% | 5,933 | -5 | -0.1% | -$2,498 | 减仓 |
| CB | CHUBB LTD SWITZ | $309.16万 | 1.39% | 9,486 | 158 | 1.7% | $5.15万 | 加仓 |
| FHI | FEDERATED HERMES INC | $310.86万 | 1.40% | 54,815 | 54,815 | — | $310.86万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $312.03万 | 1.40% | 23,828 | 487 | 2.1% | $6.38万 | 加仓 |
| JBL | JABIL INC | $318.46万 | 1.43% | 11,989 | -76 | -0.6% | -$2.02万 | 减仓 |
| COR | CENCORA INC | $325.19万 | 1.46% | 10,352 | -63 | -0.6% | -$1.98万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $326.94万 | 1.47% | 55,386 | 7,796 | 16.4% | $46.02万 | 加仓 |
| KR | KROGER CO | $330.26万 | 1.48% | 45,641 | 587 | 1.3% | $4.25万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $338.76万 | 1.52% | 72,915 | 698 | 1.0% | $3.24万 | 加仓 |
| USB | US BANCORP | $375.33万 | 1.68% | 72,164 | -107 | -0.1% | -$5,565 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $378.54万 | 1.70% | 88,985 | -36,793 | -29.3% | -$156.52万 | 减仓 |
| AGG | ISHARES TR | $381.15万 | 1.71% | 38,395 | 2,791 | 7.8% | $27.71万 | 加仓 |
| TJX | TJX COS INC NEW | $399.85万 | 1.79% | 25,037 | 149 | 0.6% | $2.38万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $405.15万 | 1.82% | 58,556 | 475 | 0.8% | $3.29万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $446.46万 | 2.00% | 48,365 | -200 | -0.4% | -$1.85万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $467.38万 | 2.10% | 91,940 | 65,015 | 241.5% | $330.50万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $473.84万 | 2.13% | 5,293 | -316 | -5.6% | -$28.29万 | 减仓 |
| AAPL | APPLE INC | $504.49万 | 2.26% | 19,878 | -10 | -0.1% | -$2,538 | 减仓 |
| KLAC | KLA CORP | $597.50万 | 2.68% | 4,058 | -586 | -12.6% | -$86.28万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $636.70万 | 2.86% | 10,655 | 687 | 6.9% | $41.05万 | 加仓 |
| MSTR | STRATEGY INC | $683.39万 | 3.07% | 54,759 | 7,017 | 14.7% | $87.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $733.36万 | 3.29% | 42,051 | -38 | -0.1% | -$6,627 | 减仓 |
| LLY | ELI LILLY & CO | $1,040.99万 | 4.67% | 11,318 | -80 | -0.7% | -$7.36万 | 减仓 |