13FBOX
VISTA INVESTMENT PARTNERS II, LLC · 13F 持仓分析
期权收益计算器 机构排行

VISTA INVESTMENT PARTNERS II, LLC

No.6314
最新持仓市值 (Q2 2026)
$2.55亿
环比变动 Q1 2026
+$3,218.5万+14.4%
持仓股票数
160
新买入
27
加仓
58
减仓
56
清仓
24
持股不变
19
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
礼来LLY
5.37%4.67%$1,369.1万1.1万股$1,041.0万1.1万股+96股+0.85%加仓
英伟达NVDA
3.36%3.29%$855.7万4.3万股$733.4万4.2万股+714股+1.70%加仓
科磊KLAC
3.15%2.68%$802.4万2.7万股$597.5万4,058股+2.3万股+555.40%加仓
SStrategyMSTR
2.9%3.07%$740.0万8.5万股$683.4万5.5万股+3.0万股+55.45%加仓
V先锋领航指数基金VOO
2.75%2.86%$701.5万1.0万股$636.7万1.1万股-441股-4.14%减仓
A美国世纪ETF信托AVLV
2.34%$596.6万6.5万股$00股+6.5万股新买入
苹果AAPL
2.28%2.26%$582.2万2.0万股$504.5万2.0万股+241股+1.21%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
2.13%0.98%$541.9万1.3万股$218.3万1.3万股-740股-5.56%减仓
派克汉尼汾PH
2.02%2.13%$515.1万5,266股$473.8万5,293股-27股-0.51%减仓
捷普JBL
1.85%1.43%$471.7万1.2万股$318.5万1.2万股+247股+2.06%加仓
OOREILLY AUTOMOTIVE COMORLY
1.77%2%$452.2万4.9万股$446.5万4.8万股+741股+1.53%加仓
TRAVEL PLUS LEISURETNL
1.74%1.82%$443.7万5.8万股$405.1万5.9万股-504股-0.86%减仓
美国合众银行USB
1.69%1.68%$431.6万7.1万股$375.3万7.2万股-699股-0.97%减仓
飞塔FTNT
1.68%0.57%$427.2万2.8万股$126.0万1.5万股+1.2万股+80.30%加仓
FIFTH THIRD BANCORP COMFITB
1.6%1.52%$408.1万7.2万股$338.8万7.3万股-524股-0.72%减仓
TJXTJX
1.47%1.79%$375.2万2.5万股$399.8万2.5万股-274股-1.09%减仓
IiShares安硕信托AGG
1.39%1.71%$353.5万3.6万股$381.1万3.8万股-2,678股-6.97%减仓
江森自控JCI
1.35%1.4%$344.3万2.4万股$312.0万2.4万股-265股-1.11%减仓
IiShares安硕信托SGOV
1.33%$338.4万3.4万股$00股+3.4万股新买入
CHUBB LIMITEDCB
1.27%1.39%$323.0万9,479股$309.2万9,486股-7股-0.07%减仓
PPNC FINL SVCS COMVXF
1.25%1.22%$319.9万1.3万股$271.4万1.3万股-47股-0.36%减仓
Citizens金融CFG
1.25%1.23%$319.8万4.6万股$274.9万4.6万股-196股-0.43%减仓
固安捷GWW
1.25%1.11%$319.8万2,351股$248.2万2,276股+75股+3.30%加仓
F富达·WISE ORIGIN BITCOIN FUNDFBTC
1.24%1.47%$315.6万6.2万股$326.9万5.5万股+6,433股+11.61%加仓
景顺IVZ
1.22%1.3%$311.4万11.8万股$288.6万11.9万股-787股-0.66%减仓
万事达MA
1.22%1.33%$311.3万6,062股$296.5万5,933股+129股+2.17%加仓
DDimensional维度ETF信托DFIV
1.2%1.06%$307.0万5.7万股$235.6万4.5万股+1.2万股+27.31%加仓
FFEDERATED HERMESFHI
1.18%1.4%$300.8万5.4万股$310.9万5.5万股-345股-0.63%减仓
CencoraCOR
1.17%1.46%$299.3万1.1万股$325.2万1.0万股+226股+2.18%加仓
SSOMNIGROUP INTERNATIONAL COMSGI
1.17%1.23%$297.4万3.8万股$274.4万3.7万股+809股+2.18%加仓
万豪MAR
1.16%1.14%$296.7万8,007股$254.5万7,783股+224股+2.88%加仓
VisaV
1.16%0.2%$295.9万8,623股$44.1万1,458股+7,165股+491.43%加仓
摩根大通JPM
1.15%1.19%$293.7万8,972股$265.8万9,035股-63股-0.70%减仓
TapestryTPR
1.12%$285.3万1.9万股$00股+1.9万股新买入
CVS健康CVS
1.02%0.83%$261.3万2.5万股$184.0万2.6万股-353股-1.38%减仓
PRIMERICAPRI
1%0.73%$256.0万9,009股$163.2万6,517股+2,492股+38.24%加仓
N纳斯达克NDAQ
1%1.24%$255.0万3.2万股$275.9万3.2万股-140股-0.43%减仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
1%$254.9万3,978股$00股+3,978股新买入
达登饭店DRI
1%1.08%$253.9万1.2万股$240.3万1.2万股+68股+0.55%加仓
伯克希尔哈撒韦BRK.B
0.92%1.02%$235.7万4,710股$226.2万4,720股-10股-0.21%减仓
IiShares比特币ETFIBIT
0.92%1.12%$235.6万7.1万股$248.7万6.5万股+6,027股+9.31%加仓
CorpayCPAY
0.92%$235.2万7,056股$00股+7,056股新买入
VVANECK IG FLOATING RATE ETFEMLC
0.89%$227.0万8.9万股$00股+8.9万股新买入
HUNTINGTON BANCSHARES COMHBAN
0.87%0.88%$222.8万12.6万股$196.4万12.6万股+142股+0.11%加仓
穆迪MCO
0.87%0.92%$221.5万4,891股$205.4万4,708股+183股+3.89%加仓
VVISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETFAIS
0.86%$220.3万2.6万股$00股+2.6万股新买入
SSPDR黄金信托GLD
0.84%1%$213.2万5,788股$222.7万5,176股+612股+11.82%加仓
F第一信托交易所交易基金FYC
0.77%0.2%$195.8万1.5万股$44.1万4,551股+1.1万股+237.84%加仓
亚马逊AMZN
0.72%0.7%$182.8万7,670股$155.0万7,441股+229股+3.08%加仓
IINVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETFPIZ
0.7%0.14%$179.6万3.2万股$32.1万6,479股+2.6万股+395.79%加仓

🧭 机构资金流板块热力图

净流出 净流入