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VISTA CAPITAL PARTNERS, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
VISTA CAPITAL PARTNERS, INC.
报告期 2026-03-31 · CIK 0001486946
持仓数
156
前50大市值合计
$947.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 73 项
建仓 10
增持 23
减持 27
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VUG
Vanguard Growth Index Fund
-$8.6M
274,048
+1%
增持
VB
Vanguard Small Cap Index Fund
-$3.4M
306,786
+1%
增持
VNQ
Vanguard REIT Index Fund
-$3.1M
1,035,559
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+4%
建仓
IGOV
iShares International Treasury Fund
+$2.9M
61,419
增持
VTI
Vanguard Total U.S. Stock Market Fund
-$2.0M
1,276,021
+5%
增持
AAPL
Apple Inc
+$1.8M
30,391
+54%
增持
SBUX
Starbucks
-$1.8M
69,832
+0%
增持
SCHB
Schwab U.S. Broad Market Fund
+$1.8M
105,671
+210%
减持
MSFT
Microsoft Corp
-$966.0K
26,542
-2%
减持
MTUM
iShares MSCI USA Momentum
-$961.0K
1,698
-75%
增持
VNQI
Vanguard Int'l REIT Index Fund
+$767.0K
32,786
+89%
建仓
ENVX
Enovix Corp
+$702.0K
49,172
增持
JNJ
Johnson & Johnson
+$695.0K
5,138
+308%
清仓
ABNB
Airbnb Inc
-$666.0K
0
-100%
建仓
SO
The Southern Company
+$653.0K
9,000
清仓
GOOG
Google Inc Class C
-$596.0K
0
-100%
减持
NKE
Nike
-$568.0K
17,540
-0%
减持
WEC
Wisconsin Egy Cp Hldg Co
-$541.0K
3,646
-61%
建仓
CVX
Chevron
+$461.0K
2,831
清仓
—
Berkshire Hathaway Cl A (1/100)
-$451.0K
0
-100%
清仓
IJH
iShares Core S&P Mid-Cap ETF
-$412.0K
0
-100%
减持
SPY
SPDRs - S&P 500 Index Fund
-$367.0K
10,420
-2%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
-$339.0K
4,415
-55%
清仓
HD
Home Depot
-$310.0K
0
-100%
清仓
AGG
iShares Barclays Agg. Bond Index Fund
-$280.0K
0
-100%
清仓
RXI
Ishares Global Consumer
-$280.0K
0
-100%
减持
IWF
iShares Russell 1000 Growth Index Fund
-$279.0K
8,766
-1%
清仓
AVEM
Avantis Emerging Markets Fund
-$247.0K
0
-100%
清仓
IXG
Ishares Tr S&P Global
-$241.0K
0
-100%
减持
IWM
iShares Russell 2000 Index Fund
-$239.0K
3,121
-21%
建仓
NUE
Nucor Corp
+$238.0K
1,600
清仓
VWO
Vanguard Emerging Markets Fund
-$235.0K
0
-100%
建仓
IAGG
iShares Core International Aggt Bd ETF
+$227.0K
4,350
清仓
AMT
Amern Tower Corp Class A
-$219.0K
0
-100%
减持
AVDE
Avantis International Equity Fund
-$213.0K
4,000
-44%
建仓
ALL
Allstate
+$212.0K
1,533
清仓
CL
Colgate-Palmolive
-$207.0K
0
-100%
建仓
SCHG
Schwab U.S. Large Cap Growth Fund
+$204.0K
2,726
清仓
IBM
International Business Machines
-$203.0K
0
-100%
减持
BRK/A
Berkshire Hathaway Cl B
+$202.0K
4,088
-1%
减持
META
Facebook Inc Class A
-$179.0K
964
-17%
减持
IEI
iShares Barclays 3-7 Yr TSY Bond Fund
-$137.0K
3,878
-18%
减持
IXP
Ishares Tr S&P Global
-$135.0K
2,718
-33%
增持
SCHH
Schwab U.S. REIT Fund
-$118.0K
73,718
+99%
增持
JPM
J. P. Morgan Chase
+$115.0K
3,832
+49%
建仓
XMVFX
Munivest Fund Inc
+$114.0K
14,000
减持
VTV
Vanguard Value Index Fund
+$110.0K
961,176
-0%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$96.0K
11,902
+15%
减持
TIP
iShares Barclays TIP Bond Fund
-$90.0K
5,970
-8%
减持
IEFA
Ishares Core Msci Eafe
-$86.0K
16,085
-0%
增持
SCHA
Schwab U.S. Small Cap Fund
+$84.0K
11,098
+157%
减持
COST
Costco Wholesale
-$84.0K
2,547
-7%
减持
VIG
Vanguard Div Apprciation
-$70.0K
3,917
-5%
减持
SCHC
Schwab International Small Cap Fund
-$69.0K
9,800
-9%
减持
NWN
Northwest Natural Gas Co
-$68.0K
7,646
-19%
减持
IXJ
Ishares Global
-$61.0K
2,956
-17%
减持
INTC
Intel Corp
-$57.0K
26,877
-0%
减持
TSLA
Tesla Motors Inc
-$56.0K
484
-12%
增持
VBR
Vanguard Small Cap Value Fund
+$44.0K
3,505
+9%
减持
UNH
United Healthcare
-$38.0K
560
-13%
建仓
—
ATI Physical Therapy Class A Ord
+$35.0K
18,582
减持
SCHE
Schwab Emerging Market Equity Fund
-$28.0K
7,689
-6%
增持
SCHV
Schwab U.S. Large Cap Value Fund
+$25.0K
6,360
+9%
减持
SDY
SPDR S&P Dividend Fund
-$19.0K
3,694
-3%
减持
GOOGL
Google Inc Class A
-$16.0K
109
-1%
增持
SCHF
Schwab International Equity Fund
+$13.0K
17,712
+8%
增持
—
Jacobs Engineering Group Inc
+$12.0K
1,783
+6%
增持
SCHR
Schwab Int-Term U.S. TSY Fund
-$12.0K
9,544
+3%
增持
VGIT
Vanguard Int-Term Treasury Fund
+$8.0K
9,692
+7%
增持
IWB
iShares Russell 1000 ETF
-$5.0K
1,231
+4%
增持
VT
Vanguard Total World Stock Index
+$2.0K
2,596
+7%
增持
BNDX
Vanguard Total Int'l Bond Index
-$1.0K
4,208
+5%
增持
SCHP
Schwab U.S. TIPS Fund
-$1.0K
8,306
+3%