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 |
|---|---|---|---|---|---|---|---|---|
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -91,940 | -100.0% | -$467.38万 | 清仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | -88,985 | -100.0% | -$378.54万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -45,641 | -100.0% | -$330.26万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -14,631 | -100.0% | -$287.06万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -14,729 | -100.0% | -$277.95万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -28,055 | -100.0% | -$276.12万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -12,056 | -100.0% | -$215.77万 | 清仓 |
| HEGD | LISTED FDS TR | $0 | 0.00% | 0 | -78,139 | -100.0% | -$193.00万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -5,187 | -100.0% | -$141.26万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,209 | -100.0% | -$132.30万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -16,777 | -100.0% | -$102.78万 | 清仓 |
| VPU | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,815 | -100.0% | -$75.59万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -7,833 | -100.0% | -$56.09万 | 清仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $0 | 0.00% | 0 | -796 | -100.0% | -$49.09万 | 清仓 |
| ATFV | THE ALGER ETF TRUST | $0 | 0.00% | 0 | -15,293 | -100.0% | -$47.97万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -5,118 | -100.0% | -$34.02万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -3,700 | -100.0% | -$32.08万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,587 | -100.0% | -$30.46万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -6,412 | -100.0% | -$23.60万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,781 | -100.0% | -$23.50万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -3,855 | -100.0% | -$21.28万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -2,903 | -100.0% | -$21.13万 | 清仓 |
| — | LMP CAP & INCOME FD INC | $0 | 0.00% | 0 | -12,053 | -100.0% | -$17.99万 | 清仓 |
| — | TRX GOLD CORPORATION | $0 | 0.00% | 0 | -15,823 | -100.0% | -$2.37万 | 清仓 |
| — | WESTERN ASSET MUN HIGH INCOM | $8.31万 | 0.03% | 11,869 | 0 | 0.0% | — | 不变 |
| — | INVESCO MUNI INCOME OPP TRST | $8.66万 | 0.03% | 13,947 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $9.13万 | 0.04% | 11,036 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $11.34万 | 0.04% | 19,525 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $11.70万 | 0.05% | 10,711 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $15.43万 | 0.06% | 23,632 | 0 | 0.0% | — | 不变 |
| AEF | ABRDN EMERGING MARKETS EX CH | $16.25万 | 0.06% | 16,924 | 16,924 | — | $16.25万 | 新建仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $16.60万 | 0.07% | 10,924 | 0 | 0.0% | — | 不变 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $18.42万 | 0.07% | 19,103 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $20.00万 | 0.08% | 2,436 | 2,436 | — | $20.00万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.32万 | 0.08% | 1,742 | 36 | 2.1% | $4,200 | 加仓 |
| ORCL | ORACLE CORP | $20.35万 | 0.08% | 1,388 | -15,433 | -91.7% | -$226.22万 | 重新持有 |
| ARM | ARM HOLDINGS PLC | $21.06万 | 0.08% | 594 | 594 | — | $21.06万 | 新建仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $21.50万 | 0.08% | 3,992 | 3,992 | — | $21.50万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $21.52万 | 0.08% | 2,359 | 2,359 | — | $21.52万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.84万 | 0.09% | 376 | 376 | — | $21.84万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $22.68万 | 0.09% | 23,698 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $23.00万 | 0.09% | 12,339 | -2 | -0.0% | -$37 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.01万 | 0.09% | 482 | 482 | — | $23.01万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $23.36万 | 0.09% | 2,574 | -536 | -17.2% | -$4.86万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $23.52万 | 0.09% | 8,496 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $23.70万 | 0.09% | 1,249 | -858 | -40.7% | -$16.28万 | 减仓 |
| QUAL | ISHARES TR | $23.96万 | 0.09% | 1,092 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $24.23万 | 0.10% | 1,832 | 58 | 3.3% | $7,670 | 重新持有 |
| USMV | ISHARES TR | $24.52万 | 0.10% | 2,542 | 37 | 1.5% | $3,569 | 加仓 |
| CINF | CINCINNATI FINL CORP | $25.31万 | 0.10% | 1,367 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $25.42万 | 0.10% | 1,776 | -31 | -1.7% | -$4,437 | 减仓 |
| NEE | NEXTERA ENERGY INC | $26.53万 | 0.10% | 3,022 | 48 | 1.6% | $4,214 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.56万 | 0.10% | 263 | -135 | -33.9% | -$13.63万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $26.56万 | 0.10% | 10,394 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $28.30万 | 0.11% | 757 | 0 | 0.0% | — | 不变 |
| HQH | ABRDN HEALTHCARE INVESTORS | $28.91万 | 0.11% | 13,154 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $29.17万 | 0.11% | 2,713 | 46 | 1.7% | $4,946 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $29.40万 | 0.12% | 878 | -144 | -14.1% | -$4.82万 | 减仓 |
| MO | ALTRIA GROUP INC | $30.15万 | 0.12% | 4,190 | 16 | 0.4% | $1,151 | 加仓 |
| GEV | GE VERNOVA INC | $30.70万 | 0.12% | 261 | 32 | 14.0% | $3.76万 | 加仓 |
| JNK | SPDR SERIES TRUST | $31.77万 | 0.12% | 3,297 | 3,297 | — | $31.77万 | 新建仓 |
| KO | COCA COLA CO | $32.85万 | 0.13% | 4,042 | -1,246 | -23.6% | -$10.13万 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $33.91万 | 0.13% | 6,686 | -57 | -0.8% | -$2,891 | 减仓 |
| SBH | SALLY BEAUTY HLDGS INC | $33.99万 | 0.13% | 24,039 | -134,933 | -84.9% | -$190.80万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $34.06万 | 0.13% | 11,585 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $35.41万 | 0.14% | 4,566 | 9 | 0.2% | $698 | 加仓 |
| IVV | ISHARES TR | $36.10万 | 0.14% | 482 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $37.20万 | 0.15% | 2,895 | -27 | -0.9% | -$3,469 | 减仓 |
| MCD | MCDONALDS CORP | $38.94万 | 0.15% | 1,440 | -381 | -20.9% | -$10.30万 | 减仓 |
| T | AT&T INC | $40.14万 | 0.16% | 19,389 | -929 | -4.6% | -$1.92万 | 减仓 |
| WM | WASTE MGMT INC DEL | $40.21万 | 0.16% | 1,804 | -54 | -2.9% | -$1.20万 | 减仓 |
| DE | DEERE & CO | $41.14万 | 0.16% | 649 | 9 | 1.4% | $5,705 | 加仓 |
| IJH | ISHARES TR | $42.12万 | 0.17% | 5,462 | 241 | 4.6% | $1.86万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $42.46万 | 0.17% | 1,579 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC | $43.71万 | 0.17% | 23,665 | -71 | -0.3% | -$1,311 | 减仓 |
| HCA | HCA HEALTHCARE INC | $44.17万 | 0.17% | 1,133 | -4,229 | -78.9% | -$164.88万 | 减仓 |
| AVGO | BROADCOM INC | $44.58万 | 0.17% | 1,180 | 64 | 5.7% | $2.42万 | 加仓 |
| XYZ | BLOCK INC | $46.15万 | 0.18% | 6,072 | 879 | 16.9% | $6.68万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $46.62万 | 0.18% | 3,408 | 5 | 0.1% | $684 | 加仓 |
| PEP | PEPSICO INC | $46.69万 | 0.18% | 3,449 | -34 | -1.0% | -$4,603 | 减仓 |
| SO | SOUTHERN CO | $46.95万 | 0.18% | 4,906 | 21 | 0.4% | $2,010 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $48.01万 | 0.19% | 3,793 | -103 | -2.6% | -$1.30万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $48.65万 | 0.19% | 8,443 | 101 | 1.2% | $5,820 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $49.29万 | 0.19% | 18,848 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $50.00万 | 0.20% | 5,177 | -230 | -4.3% | -$2.22万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $50.17万 | 0.20% | 11,849 | -4 | -0.0% | -$169 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $51.67万 | 0.20% | 1,052 | 142 | 15.6% | $6.97万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $53.00万 | 0.21% | 4,248 | -714 | -14.4% | -$8.91万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $54.17万 | 0.21% | 1,250 | -49 | -3.8% | -$2.12万 | 减仓 |
| MCK | MCKESSON CORP | $54.27万 | 0.21% | 718 | -10 | -1.4% | -$7,558 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $56.33万 | 0.22% | 488 | 488 | — | $56.33万 | 新建仓 |
| DIS | DISNEY WALT CO | $56.62万 | 0.22% | 5,882 | -1 | -0.0% | -$96 | 减仓 |
| WMT | WALMART INC | $58.14万 | 0.23% | 5,134 | -2 | -0.0% | -$226 | 减仓 |
| ABBV | ABBVIE INC | $59.77万 | 0.23% | 2,375 | 41 | 1.8% | $1.03万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $60.00万 | 0.24% | 1,371 | 187 | 15.8% | $8.18万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $62.17万 | 0.24% | 6,443 | 1,398 | 27.7% | $13.49万 | 加仓 |
| — | RICHMOND MUT BANCORPORATION | $63.68万 | 0.25% | 40,102 | 5,324 | 15.3% | $8.45万 | 加仓 |
| CSX | CSX CORP | $65.35万 | 0.26% | 13,749 | 233 | 1.7% | $1.11万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $65.43万 | 0.26% | 678 | 5 | 0.7% | $4,825 | 加仓 |
| VTI | VANGUARD INDEX FDS | $66.68万 | 0.26% | 1,802 | 18 | 1.0% | $6,661 | 加仓 |