Vista Cima Wealth Management LLC
SURPRISE AZ · SEC CIK 0002055907
$1.01亿2026Q1 申报市值
48持仓数
57.1%前十大占比 · 第一大 11.5%
6 / 8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
IEFA 加仓+$351.68万
SPDW 加仓+$238.71万
VWO 新建仓+$204.84万
IEMG 新建仓+$203.40万
SGVT 新建仓+$158.27万
2026Q1 卖出最多 按季末市值估算
SCHG 减仓-$223.68万
DGRO 减仓-$166.18万
SCHD 减仓-$145.90万
XMHQ 减仓-$135.51万
VO 减仓-$130.90万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $1,161.54万 | 11.47% | 398,745 | -76,788 | -16.1% | -$223.68万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $715.42万 | 7.07% | 156,718 | 52,291 | 50.1% | $238.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $668.99万 | 6.61% | 38,359 | -17 | -0.0% | -$2,965 | 减仓 |
| IEFA | ISHARES TR | $642.87万 | 6.35% | 71,011 | 38,847 | 120.8% | $351.68万 | 加仓 |
| AAPL | APPLE INC | $530.92万 | 5.24% | 20,920 | -491 | -2.3% | -$12.46万 | 减仓 |
| SMLF | ISHARES TR | $450.73万 | 4.45% | 59,707 | -3,686 | -5.8% | -$27.83万 | 减仓 |
| VO | VANGUARD INDEX FDS | $435.14万 | 4.30% | 15,152 | -4,558 | -23.1% | -$130.90万 | 减仓 |
| MSFT | MICROSOFT CORP | $415.37万 | 4.10% | 11,221 | 42 | 0.4% | $1.55万 | 加仓 |
| DGRO | ISHARES TR | $391.36万 | 3.87% | 55,765 | -23,679 | -29.8% | -$166.18万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $368.44万 | 3.64% | 120,093 | -47,556 | -28.4% | -$145.90万 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $366.35万 | 3.62% | 62,051 | -5,586 | -8.3% | -$32.98万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $349.43万 | 3.45% | 33,804 | -13,109 | -27.9% | -$135.51万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $325.40万 | 3.21% | 29,025 | 7,585 | 35.4% | $85.04万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $268.20万 | 2.65% | 18,494 | 5,940 | 47.3% | $86.14万 | 加仓 |
| AVGO | BROADCOM INC | $236.86万 | 2.34% | 7,653 | 146 | 1.9% | $4.52万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $204.84万 | 2.02% | 37,899 | 37,899 | — | $204.84万 | 新建仓 |
| IEMG | ISHARES INC | $203.40万 | 2.01% | 29,161 | 29,161 | — | $203.40万 | 新建仓 |
| AGZ | ISHARES TR | $181.91万 | 1.80% | 16,581 | -1,734 | -9.5% | -$19.02万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $175.51万 | 1.73% | 34,678 | -5,143 | -12.9% | -$26.03万 | 减仓 |
| ICSH | ISHARES TR | $163.49万 | 1.62% | 32,298 | -5,773 | -15.2% | -$29.22万 | 减仓 |
| SGVT | SCHWAB STRATEGIC TR | $158.27万 | 1.56% | 15,714 | 15,714 | — | $158.27万 | 新建仓 |
| GOOGL | ALPHABET INC | $155.88万 | 1.54% | 5,421 | 1,484 | 37.7% | $42.67万 | 加仓 |
| AMZN | AMAZON COM INC | $146.46万 | 1.45% | 7,032 | -2,922 | -29.4% | -$60.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $118.33万 | 1.17% | 32,861 | -4,317 | -11.6% | -$15.54万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $115.87万 | 1.14% | 15,013 | -1,244 | -7.7% | -$9.60万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $93.31万 | 0.92% | 2,761 | -7 | -0.3% | -$2,366 | 减仓 |
| META | META PLATFORMS INC | $88.18万 | 0.87% | 1,541 | -413 | -21.1% | -$23.63万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $85.30万 | 0.84% | 35,145 | -8,027 | -18.6% | -$19.48万 | 减仓 |
| CSCO | CISCO SYS INC | $80.85万 | 0.80% | 10,420 | 548 | 5.6% | $4.25万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $79.46万 | 0.78% | 16,968 | -1,367 | -7.5% | -$6.40万 | 减仓 |
| TSLA | TESLA INC | $77.58万 | 0.77% | 2,087 | 33 | 1.6% | $1.23万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $70.57万 | 0.70% | 12,055 | -4,075 | -25.3% | -$23.86万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $63.33万 | 0.63% | 2,964 | 2,964 | — | $63.33万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $58.85万 | 0.58% | 1,742 | 1,742 | — | $58.85万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $55.45万 | 0.55% | 3,791 | 207 | 5.8% | $3.03万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $53.22万 | 0.53% | 2,988 | -7 | -0.2% | -$1,247 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $50.06万 | 0.49% | 2,461 | 915 | 59.2% | $18.61万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $49.38万 | 0.49% | 14,623 | 0 | 0.0% | — | 不变 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $48.14万 | 0.48% | 19,970 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $41.93万 | 0.41% | 5,289 | 407 | 8.3% | $3.23万 | 加仓 |
| GE | GE AEROSPACE | $34.39万 | 0.34% | 1,212 | 320 | 35.9% | $9.08万 | 加仓 |
| AGQ | PROSHARES TR II | $26.42万 | 0.26% | 2,211 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $25.64万 | 0.25% | 8,843 | 8,843 | — | $25.64万 | 新建仓 |
| WMT | WALMART INC | $25.13万 | 0.25% | 2,022 | 134 | 7.1% | $1.67万 | 加仓 |
| LQD | ISHARES TR | $22.02万 | 0.22% | 2,020 | -6 | -0.3% | -$654 | 减仓 |
| — | DBX ETF TR | $20.69万 | 0.20% | 8,400 | 0 | 0.0% | — | 不变 |
| — | ISHARES U S ETF TR | $20.21万 | 0.20% | 8,359 | -2,993 | -26.4% | -$7.24万 | 减仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $1.90万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -3,659 | -100.0% | -$71.32万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,430 | -100.0% | -$52.54万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -4,181 | -100.0% | -$39.20万 | 清仓 |
| LQDH | ISHARES U S ETF TR | $0 | 0.00% | 0 | -2,932 | -100.0% | -$27.37万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -211 | -100.0% | -$22.68万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -807 | -100.0% | -$21.89万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -2,053 | -100.0% | -$21.61万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -404 | -100.0% | -$21.11万 | 清仓 |