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 |
|---|---|---|---|---|---|---|---|---|
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -51,131 | -100.0% | -$426.59万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -10,073 | -100.0% | -$259.10万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -122,972 | -100.0% | -$238.20万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -49,745 | -100.0% | -$236.64万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -16,638 | -100.0% | -$219.44万 | 清仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -37,996 | -100.0% | -$211.15万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -16,689 | -100.0% | -$187.22万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -17,777 | -100.0% | -$95.78万 | 清仓 |
| SPTI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -30,970 | -100.0% | -$89.32万 | 清仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -17,390 | -100.0% | -$84.69万 | 清仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -20,741 | -100.0% | -$53.53万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -1,301 | -100.0% | -$49.87万 | 清仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,613 | -100.0% | -$33.39万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -3,955 | -100.0% | -$21.75万 | 清仓 |
| ERIE | ERIE INDTY CO | $0 | 0.00% | 0 | -750 | -100.0% | -$21.50万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,696 | -100.0% | -$21.00万 | 清仓 |
| CET | CENTRAL SECS CORP | $0 | 0.00% | 0 | -3,954 | -100.0% | -$20.05万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -10,800 | -100.0% | -$16.48万 | 清仓 |
| — | TRX GOLD CORPORATION | $2.37万 | 0.01% | 15,823 | 15,823 | — | $2.37万 | 新建仓 |
| — | WESTERN ASSET MUN HIGH INCOM | $8.24万 | 0.04% | 11,869 | 0 | 0.0% | — | 不变 |
| — | INVESCO MUNI INCOME OPP TRST | $8.56万 | 0.04% | 13,947 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $9.02万 | 0.04% | 11,036 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $10.84万 | 0.05% | 19,525 | -350 | -1.8% | -$1,943 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $11.80万 | 0.05% | 10,711 | -5,531 | -34.1% | -$6.10万 | 减仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $13.78万 | 0.06% | 23,632 | 0 | 0.0% | — | 不变 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $16.05万 | 0.07% | 10,924 | 0 | 0.0% | — | 不变 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $16.77万 | 0.08% | 19,103 | 0 | 0.0% | — | 不变 |
| — | LMP CAP & INCOME FD INC | $17.99万 | 0.08% | 12,053 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $19.83万 | 0.09% | 12,341 | 12,341 | — | $19.83万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.01万 | 0.09% | 229 | 229 | — | $20.01万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $20.43万 | 0.09% | 23,698 | 0 | 0.0% | — | 不变 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $20.86万 | 0.09% | 8,496 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $20.95万 | 0.09% | 1,092 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $21.13万 | 0.09% | 2,903 | 2,903 | — | $21.13万 | 新建仓 |
| GSK | GSK PLC | $21.28万 | 0.10% | 3,855 | 3,855 | — | $21.28万 | 新建仓 |
| GE | GE AEROSPACE | $21.48万 | 0.10% | 757 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $21.51万 | 0.10% | 1,367 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $22.75万 | 0.10% | 10,394 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $23.23万 | 0.10% | 2,505 | -34 | -1.3% | -$3,153 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $23.40万 | 0.11% | 13,154 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $23.50万 | 0.11% | 1,781 | 1,781 | — | $23.50万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $23.60万 | 0.11% | 6,412 | 6,412 | — | $23.60万 | 新建仓 |
| INTC | INTEL CORP | $23.66万 | 0.11% | 5,361 | -289 | -5.1% | -$1.28万 | 减仓 |
| EMR | EMERSON ELEC CO | $23.67万 | 0.11% | 1,807 | 66 | 3.8% | $8,645 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $24.51万 | 0.11% | 6,743 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.96万 | 0.11% | 1,706 | 182 | 11.9% | $2.66万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $25.61万 | 0.11% | 1,022 | 1,022 | — | $25.61万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $26.24万 | 0.12% | 2,667 | 106 | 4.1% | $1.04万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $26.37万 | 0.12% | 673 | 673 | — | $26.37万 | 新建仓 |
| MO | ALTRIA GROUP INC | $27.55万 | 0.12% | 4,174 | -249 | -5.6% | -$1.64万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $27.62万 | 0.12% | 2,974 | 1 | 0.0% | $93 | 加仓 |
| LRCX | LAM RESEARCH CORP | $27.75万 | 0.12% | 1,299 | -1 | -0.1% | -$214 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.46万 | 0.14% | 1,587 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR | $31.20万 | 0.14% | 11,585 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $31.25万 | 0.14% | 5,193 | -152 | -2.8% | -$9,147 | 减仓 |
| IVV | ISHARES TR | $31.48万 | 0.14% | 482 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $31.93万 | 0.14% | 3,110 | 60 | 2.0% | $6,160 | 加仓 |
| TLT | ISHARES TR | $32.08万 | 0.14% | 3,700 | -819 | -18.1% | -$7.10万 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $32.08万 | 0.14% | 6,479 | -34,419 | -84.2% | -$170.44万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $33.71万 | 0.15% | 398 | -22 | -5.2% | -$1.86万 | 减仓 |
| DAL | DELTA AIR LINES INC | $34.02万 | 0.15% | 5,118 | 5,118 | — | $34.02万 | 新建仓 |
| AVGO | BROADCOM INC | $34.54万 | 0.16% | 1,116 | -11,746 | -91.3% | -$363.55万 | 减仓 |
| MRK | MERCK & CO INC | $35.15万 | 0.16% | 2,922 | -150 | -4.9% | -$1.80万 | 减仓 |
| IJH | ISHARES TR | $35.26万 | 0.16% | 5,221 | -322 | -5.8% | -$2.17万 | 减仓 |
| DE | DEERE & CO | $36.02万 | 0.16% | 640 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $36.30万 | 0.16% | 629 | -920 | -59.4% | -$53.10万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $36.40万 | 0.16% | 1,579 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $37.92万 | 0.17% | 910 | -89 | -8.9% | -$3.71万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $39.40万 | 0.18% | 23,736 | 0 | 0.0% | — | 不变 |
| CII | BLACKROCK ENHANCED LARGE CAP | $39.62万 | 0.18% | 18,848 | 242 | 1.3% | $5,087 | 加仓 |
| FRDM | EA SERIES TRUST | $39.91万 | 0.18% | 7,303 | -4,599 | -38.6% | -$25.13万 | 减仓 |
| KO | COCA COLA CO | $40.22万 | 0.18% | 5,288 | 132 | 2.6% | $1.00万 | 加仓 |
| RTX | RTX CORPORATION | $40.65万 | 0.18% | 2,107 | -114 | -5.1% | -$2.20万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $40.65万 | 0.18% | 5,045 | 5,045 | — | $40.65万 | 新建仓 |
| SHEL | SHELL PLC | $42.38万 | 0.19% | 4,557 | 7 | 0.2% | $651 | 加仓 |
| WM | WASTE MGMT INC DEL | $42.69万 | 0.19% | 1,858 | -50 | -2.6% | -$1.15万 | 减仓 |
| V | VISA INC | $44.07万 | 0.20% | 1,458 | -52 | -3.4% | -$1.57万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $44.14万 | 0.20% | 4,551 | -21,410 | -82.5% | -$207.63万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $44.60万 | 0.20% | 3,403 | -66 | -1.9% | -$8,651 | 减仓 |
| GLW | CORNING INC | $47.02万 | 0.21% | 3,458 | -270 | -7.2% | -$3.67万 | 减仓 |
| SO | SOUTHERN CO | $47.15万 | 0.21% | 4,885 | -779 | -13.8% | -$7.52万 | 减仓 |
| — | RICHMOND MUT BANCORPORATION | $47.19万 | 0.21% | 34,778 | 173 | 0.5% | $2,348 | 加仓 |
| ATFV | THE ALGER ETF TRUST | $47.97万 | 0.22% | 15,293 | -81,076 | -84.1% | -$254.34万 | 减仓 |
| IEFA | ISHARES TR | $48.95万 | 0.22% | 5,407 | -157 | -2.8% | -$1.42万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $49.09万 | 0.22% | 796 | 796 | — | $49.09万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $50.59万 | 0.23% | 8,342 | 1 | 0.0% | $61 | 加仓 |
| ABBV | ABBVIE INC | $50.75万 | 0.23% | 2,334 | -415 | -15.1% | -$9.02万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $51.01万 | 0.23% | 3,896 | -1,821 | -31.9% | -$23.84万 | 减仓 |
| PEP | PEPSICO INC | $54.08万 | 0.24% | 3,483 | -683 | -16.4% | -$10.61万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $54.82万 | 0.25% | 4,962 | 4,962 | — | $54.82万 | 新建仓 |
| CSX | CSX CORP | $55.49万 | 0.25% | 13,516 | 1 | 0.0% | $41 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $56.09万 | 0.25% | 7,833 | -12,572 | -61.6% | -$90.03万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $56.19万 | 0.25% | 1,184 | -57 | -4.6% | -$2.70万 | 减仓 |
| MCD | MCDONALDS CORP | $56.60万 | 0.25% | 1,821 | -462 | -20.2% | -$14.36万 | 减仓 |
| DIS | DISNEY WALT CO | $56.70万 | 0.25% | 5,883 | -144 | -2.4% | -$1.39万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $57.23万 | 0.26% | 1,784 | 13 | 0.7% | $4,170 | 加仓 |
| T | AT&T INC | $58.90万 | 0.26% | 20,318 | 266 | 1.3% | $7,711 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $59.50万 | 0.27% | 11,853 | -3,436 | -22.5% | -$17.25万 | 减仓 |