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Outlook Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Outlook Wealth Advisors, LLC

No.4448 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.66亿
环比变动 Q1 2026
+$4,668.9万+11.1%
持仓股票数
305
新买入
28
加仓
132
减仓
105
清仓
33
持股不变
40
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
4.53%4.36%$2,111.8万2.8万股$1,829.9万2.8万股+157股+0.56%加仓
V先锋领航指数基金VTV
3.93%3.89%$1,832.2万8.4万股$1,632.5万8.3万股+814股+0.98%加仓
V先锋领航指数基金VOO
3.83%0.06%$1,785.1万2.4万股$26.5万444股+2.4万股+5,359.46%加仓
IINNOVATOR ETFS TRUST US EQTY BUF SEPBSEP
3.62%3.64%$1,687.7万32.0万股$1,528.4万31.8万股+2,051股+0.64%加仓
英伟达NVDA
3.16%3.07%$1,470.3万7.4万股$1,288.6万7.4万股-373股-0.50%减仓
IiShares High Yield Systematic Bond ETFHYDB
2.43%2.74%$1,132.8万24.2万股$1,150.2万24.7万股-5,117股-2.07%减仓
IiShares安硕·COREIJR
2.38%2.19%$1,111.3万7.5万股$919.3万7.4万股+955股+1.29%加仓
F第一信托交易所交易基金VIQSPT
2.35%2.28%$1,093.5万31.4万股$955.5万31.2万股+1,807股+0.58%加仓
IiShares安硕信托IDV
2.13%2.38%$991.1万23.9万股$998.6万23.5万股+4,483股+1.91%加仓
IiShares安硕信托IEFA
1.97%2.02%$918.3万9.5万股$845.8万9.3万股+1,621股+1.73%加仓
IiShares安硕信托EMB
1.71%1.82%$797.9万8.3万股$765.1万8.2万股+1,240股+1.52%加仓
IiShares安硕信托EEM
1.68%1.53%$782.5万11.4万股$641.9万11.3万股+1,311股+1.16%加仓
苹果AAPL
1.45%1.42%$675.8万2.3万股$596.9万2.4万股-163股-0.69%减仓
AAIM ETF PRODUCTS TRUSTMAYW
1.42%$661.2万19.0万股$00股+19.0万股新买入
IiShares安硕信托EFV
1.24%1.31%$577.1万7.5万股$547.9万7.4万股+1,700股+2.31%加仓
FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL
1.23%0.69%$573.9万2.0万股$289.6万2.0万股+500股+2.55%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.2%1.33%$561.5万10.7万股$557.2万10.6万股+1,081股+1.02%加仓
SSPDR标普500 ETFSPY
0.99%0.88%$463.7万6,215股$370.7万5,700股+515股+9.04%加仓
AALLIANZIM U.S. EQUITY BUFFER20 JAN ETFJANW
0.98%1.02%$456.6万11.8万股$428.8万11.8万股+509股+0.43%加仓
AAIM ETF PRODUCTS TRUSTJUNW
0.91%$425.3万12.4万股$00股+12.4万股新买入
泛林集团LRCX
0.9%0.53%$418.6万9,697股$222.4万1.0万股-711股-6.83%减仓
IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG
0.89%0.98%$416.5万5.6万股$409.6万5.5万股+882股+1.60%加仓
IINNOVATOR ETFS TRUST NASDAQ-100 MANAGED FLOOR ETFQFLR
0.83%0.82%$388.2万10.7万股$343.7万10.3万股+3,301股+3.20%加仓
谷歌AGOOGL
0.83%0.76%$385.4万1.1万股$316.8万1.1万股-233股-2.12%减仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTEDOW
0.83%$385.3万9.0万股$00股+9.0万股新买入
AAIM ETF PRODUCTS TRUSTNVBW
0.82%$384.3万10.8万股$00股+10.8万股新买入
微软MSFT
0.82%0.92%$380.7万1.0万股$386.0万1.0万股-200股-1.92%减仓
埃克森美孚XOM
0.81%1.21%$379.6万2.8万股$508.0万3.0万股-2,179股-7.28%减仓
AALLIANZIM U.S. EQUITY BUFFER20 DEC ETFDECW
0.77%0.8%$359.4万10.1万股$335.9万10.1万股+250股+0.25%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC
0.75%0.71%$350.3万7.7万股$295.9万7.0万股+6,885股+9.89%加仓
IINNOVATOR GROWTH-100 POWER BUFFER ETF - JULYNJUL
0.74%0.75%$343.5万4.4万股$314.5万4.4万股+325股+0.74%加仓
V先锋领航指数基金VUG
0.72%0.67%$334.3万3.9万股$280.3万6,418股+3.2万股+504.74%加仓
STEWART INFORMATION SVCS CORSTC
0.71%1.48%$329.7万5.0万股$621.1万5.0万股+1股+0.00%加仓
强生JNJ
0.7%0.75%$324.0万1.3万股$312.7万1.3万股-33股-0.26%减仓
EELEVATION SERIES TRUSTONEZ
0.68%0.16%$316.9万11.5万股$65.4万2.6万股+8.9万股+340.66%加仓
IINNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARYNJAN
0.67%0.61%$310.8万5.3万股$253.9万4.8万股+5,220股+10.97%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.64%0.49%$296.6万1.2万股$206.8万1.1万股+359股+3.15%加仓
I景顺交易所交易基金信托PPA
0.63%0.63%$292.5万1.7万股$266.0万1.6万股+505股+3.15%加仓
NNORTHERN LIGHTS FUND TRUST III COUNTERPOINT QUANTITATIVE EQUITYCPAI
0.63%0.43%$291.9万5.6万股$181.9万4.4万股+1.2万股+28.59%加仓
S道富SPYM
0.56%0.44%$259.6万2.9万股$182.5万2.4万股+5,603股+23.49%加仓
雪佛龙CVX
0.55%0.77%$255.8万1.5万股$321.1万1.6万股-91股-0.59%减仓
I景顺交易所交易基金信托RSP
0.54%0.52%$253.6万1.2万股$219.0万1.1万股+509股+4.46%加仓
IiShares安硕信托IGIB
0.53%0.58%$246.6万4.6万股$241.3万4.5万股+1,048股+2.31%加仓
FIRST INDL RLTY TRFR
0.53%0.55%$245.7万4.0万股$230.8万4.1万股-1,022股-2.47%减仓
PPIMCO太平洋投资管理ETFBILZ
0.53%0.24%$245.7万2.4万股$102.2万1.0万股+1.4万股+140.53%加仓
博通AVGO
0.52%0.5%$244.3万6,465股$210.4万6,847股-382股-5.58%减仓
SSANDISK COMSNDK
0.49%0.08%$229.9万1,012股$34.1万536股+476股+88.81%加仓
IINVESCO EXCHANGE TRADED FD TR NEXT GEN CONNECTKNCT
0.49%$229.4万1.1万股$00股+1.1万股新买入
SSSGA ACTIVE TRXLSR
0.49%0.51%$229.4万3.5万股$214.4万3.7万股-1,712股-4.61%减仓
I景顺交易所交易基金信托PTF
0.47%$221.0万1.6万股$00股+1.6万股新买入

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