Vista Cima Wealth Management LLC
SURPRISE AZ · SEC CIK 0002055907
$1.34亿2026Q2 申报市值
49持仓数
59.3%前十大占比 · 第一大 13.2%
3 / 3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
VWOB 新建仓+$60.13万
SCHD 加仓+$54.95万
IEFA 加仓+$47.76万
XLP 新建仓+$39.97万
SPDW 加仓+$34.59万
2026Q2 卖出最多 按季末市值估算
QQQ 重新持有-$177.33万
MU 减仓-$72.26万
SGVT 减仓-$65.30万
AMD 减仓-$61.58万
AGQ 清仓-$26.42万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $1,778.92万 | 13.25% | 24,157 | -2,408 | -9.1% | -$177.33万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $1,364.31万 | 10.16% | 403,164 | 4,419 | 1.1% | $14.95万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $824.29万 | 6.14% | 163,583 | 6,865 | 4.4% | $34.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $746.37万 | 5.56% | 37,302 | -1,057 | -2.8% | -$21.15万 | 减仓 |
| IEFA | ISHARES TR | $733.58万 | 5.46% | 75,956 | 4,945 | 7.0% | $47.76万 | 加仓 |
| AAPL | APPLE INC | $582.14万 | 4.34% | 20,118 | -802 | -3.8% | -$23.21万 | 减仓 |
| SMLF | ISHARES TR | $536.97万 | 4.00% | 60,239 | 532 | 0.9% | $4.74万 | 加仓 |
| VO | VANGUARD INDEX FDS | $497.41万 | 3.70% | 61,736 | 1,128 | 1.9% | $9.09万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $466.25万 | 3.47% | 28,863 | -162 | -0.6% | -$2.62万 | 减仓 |
| DGRO | ISHARES TR | $438.26万 | 3.26% | 57,825 | 2,060 | 3.7% | $15.61万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $435.77万 | 3.25% | 137,423 | 17,330 | 14.4% | $54.95万 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $423.14万 | 3.15% | 62,780 | 729 | 1.2% | $4.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $422.58万 | 3.15% | 11,329 | 108 | 1.0% | $4.03万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $388.50万 | 2.89% | 34,417 | 613 | 1.8% | $6.92万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $317.82万 | 2.37% | 18,680 | 186 | 1.0% | $3.16万 | 加仓 |
| AVGO | BROADCOM INC | $269.15万 | 2.00% | 7,125 | -528 | -6.9% | -$19.95万 | 减仓 |
| IEMG | ISHARES INC | $252.43万 | 1.88% | 30,472 | 1,311 | 4.5% | $10.86万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $240.28万 | 1.79% | 40,255 | 2,356 | 6.2% | $14.06万 | 加仓 |
| AGZ | ISHARES TR | $195.31万 | 1.45% | 17,873 | 1,292 | 7.8% | $14.12万 | 加仓 |
| GOOGL | ALPHABET INC | $186.44万 | 1.39% | 5,217 | -204 | -3.8% | -$7.29万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $176.58万 | 1.32% | 34,917 | 239 | 0.7% | $1.21万 | 加仓 |
| ICSH | ISHARES TR | $162.29万 | 1.21% | 32,085 | -213 | -0.7% | -$1.08万 | 减仓 |
| AMZN | AMAZON COM INC | $158.50万 | 1.18% | 6,650 | -382 | -5.4% | -$9.10万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $136.68万 | 1.02% | 2,862 | 101 | 3.7% | $4.82万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $129.14万 | 0.96% | 32,835 | -26 | -0.1% | -$1,023 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $128.82万 | 0.96% | 1,116 | -626 | -35.9% | -$72.26万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $124.83万 | 0.93% | 16,275 | 1,262 | 8.4% | $9.68万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $119.60万 | 0.89% | 2,760 | -204 | -6.9% | -$8.84万 | 减仓 |
| CSCO | CISCO SYS INC | $104.59万 | 0.78% | 8,904 | -1,516 | -14.5% | -$17.81万 | 减仓 |
| META | META PLATFORMS INC | $97.24万 | 0.72% | 1,726 | 185 | 12.0% | $10.42万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $93.00万 | 0.69% | 9,232 | -6,482 | -41.2% | -$65.30万 | 减仓 |
| TSLA | TESLA INC | $88.62万 | 0.66% | 2,107 | 20 | 1.0% | $8,412 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $83.36万 | 0.62% | 17,785 | 817 | 4.8% | $3.83万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $82.91万 | 0.62% | 34,346 | -799 | -2.3% | -$1.93万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $81.39万 | 0.61% | 1,401 | -1,060 | -43.1% | -$61.58万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $67.18万 | 0.50% | 11,543 | -512 | -4.2% | -$2.98万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $60.13万 | 0.45% | 8,942 | 8,942 | — | $60.13万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $54.15万 | 0.40% | 2,984 | -4 | -0.1% | -$726 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $53.42万 | 0.40% | 14,623 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $52.19万 | 0.39% | 6,604 | 1,315 | 24.9% | $10.39万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $48.63万 | 0.36% | 19,970 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $48.17万 | 0.36% | 1,289 | 77 | 6.4% | $2.88万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $44.09万 | 0.33% | 3,779 | -12 | -0.3% | -$1,400 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $39.97万 | 0.30% | 4,811 | 4,811 | — | $39.97万 | 新建仓 |
| GEV | GE VERNOVA INC | $25.73万 | 0.19% | 219 | 219 | — | $25.73万 | 新建仓 |
| LQD | ISHARES TR | $22.03万 | 0.16% | 2,020 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $21.26万 | 0.16% | 8,400 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $21.22万 | 0.16% | 1,873 | -149 | -7.4% | -$1.69万 | 减仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $1.96万 | 0.01% | 11,000 | 1,000 | 10.0% | $1,780 | 加仓 |
| AGQ | PROSHARES TR II | $0 | 0.00% | 0 | -2,211 | -100.0% | -$26.42万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,843 | -100.0% | -$25.64万 | 清仓 |
| — | ISHARES U S ETF TR | $0 | 0.00% | 0 | -8,359 | -100.0% | -$20.21万 | 清仓 |