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VISTA INVESTMENT PARTNERS II, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
VISTA INVESTMENT PARTNERS II, LLC
报告期 2026-03-31 · CIK 0002035219
持仓数
157
前50大市值合计
$168.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 149 项
建仓 19
增持 53
减持 65
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.5M
125,778
增持
MSTR
STRATEGY INC
-$5.5M
47,742
+21%
减持
LLY
ELI LILLY & CO
+$3.5M
11,398
-1%
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。
建仓
ATFV
THE ALGER ETF TRUST
+$3.4M
96,369
建仓
NDAQ
NASDAQ INC
+$3.1M
31,805
建仓
—
JOHNSON CTLS INTL PLC
+$2.8M
23,341
建仓
JBL
JABIL INC
+$2.8M
12,065
建仓
CFG
CITIZENS FINL GROUP INC
+$2.6M
44,338
清仓
GARP
ISHARES TR
-$2.6M
0
-100%
清仓
EQWL
INVESCO EXCHANGE TRADED FD T
-$2.5M
0
-100%
建仓
LYFT
LYFT INC
+$2.4M
122,972
清仓
ZTS
ZOETIS INC
-$2.2M
0
-100%
减持
MSI
MOTOROLA SOLUTIONS INC
-$1.8M
1,301
-74%
减持
ORCL
ORACLE CORP
-$1.7M
16,821
-5%
建仓
PRI
PRIMERICA INC
+$1.7M
6,522
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$1.3M
6,001
清仓
IWM
ISHARES TR
-$994.1K
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$951.6K
1,549
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$898.9K
25,961
+48%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$831.2K
48,565
-0%
清仓
EDIV
SPDR INDEX SHS FDS
-$617.1K
0
-100%
增持
SIVR
ABRDN SILVER ETF TRUST
+$616.8K
20,405
+19%
清仓
JNK
SPDR SERIES TRUST
-$614.6K
0
-100%
建仓
FRDM
EA SERIES TRUST
+$610.2K
11,902
减持
TNL
TRAVEL PLUS LEISURE CO
+$569.8K
58,081
-2%
减持
PH
PARKER-HANNIFIN CORP
+$551.0K
5,609
-3%
减持
SYF
SYNCHRONY FINANCIAL
+$546.2K
51,131
-2%
增持
TSLA
TESLA INC
+$538.7K
1,801
+195%
建仓
PXH
INVESCO EXCH TRADED FD TR II
+$535.3K
20,741
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$522.2K
47,590
+14%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$485.8K
10,073
-4%
增持
HD
HOME DEPOT INC
-$458.8K
8,375
+2%
减持
KLAC
KLA CORP
-$438.3K
4,644
-18%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$417.2K
0
-100%
减持
—
THOMSON REUTERS CORP
-$411.7K
16,638
-1%
增持
VOO
VANGUARD INDEX FDS
+$398.9K
9,968
+4%
建仓
TLT
ISHARES TR
+$393.9K
4,519
减持
PAYX
PAYCHEX INC
-$391.3K
16,689
-7%
减持
MAR
MARRIOTT INTL INC NEW
+$351.7K
7,829
-2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$346.8K
39,154
+59%
减持
USB
US BANCORP DEL
+$341.5K
72,271
-1%
清仓
IWP
ISHARES TR
-$340.2K
0
-100%
增持
—
CHUBB LIMITED
+$337.1K
9,328
+2%
建仓
IVV
ISHARES TR
+$330.1K
482
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$323.8K
24,452
+30%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$304.0K
1,587
增持
AGG
ISHARES TR
+$294.9K
35,604
+9%
减持
HON
HONEYWELL INTL INC
-$285.5K
11,892
-4%
减持
MSFT
MICROSOFT CORP
-$284.0K
4,804
-5%
减持
KR
KROGER CO
-$270.5K
45,054
-2%
增持
BFIX
BUILD FUNDS TRUST
+$256.4K
28,926
+54%
建仓
UPS
UNITED PARCEL SERVICE INC
+$254.0K
2,561
增持
JPM
JPMORGAN CHASE & CO.
+$250.3K
9,120
+7%
增持
GWW
WW GRAINGER INC
+$239.4K
2,295
+5%
减持
NVDA
NVIDIA CORPORATION
-$238.3K
42,089
-3%
减持
DRI
DARDEN RESTAURANTS INC
-$236.8K
11,978
-7%
减持
AAPL
APPLE INC
+$222.5K
19,888
-2%
建仓
LRCX
LAM RESEARCH CORP
+$222.5K
1,300
清仓
TSCO
TRACTOR SUPPLY CO
-$221.7K
0
-100%
增持
IPKW
INVESCO EXCH TRADED FD TR II
+$218.5K
37,996
+6%
建仓
QUAL
ISHARES TR
+$216.9K
1,092
清仓
SHY
ISHARES TR
-$211.8K
0
-100%
减持
THC
TENET HEALTHCARE CORP
-$211.1K
14,880
-5%
减持
COR
CENCORA INC
+$209.0K
10,415
-2%
建仓
INTC
INTEL CORP
+$208.5K
5,650
清仓
AEM
AGNICO EAGLE MINES LTD
-$200.4K
0
-100%
清仓
XETYX
EATON VANCE TAX-MANAGED DIVE
-$197.4K
0
-100%
减持
ERIE
ERIE INDTY CO
-$182.7K
750
-40%
增持
VO
VANGUARD INDEX FDS
+$178.7K
2,889
+29%
增持
VB
VANGUARD INDEX FDS
+$167.5K
2,691
+30%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$160.8K
17,390
+24%
增持
NEAR
ISHARES U S ETF TR
+$152.4K
26,925
+13%
增持
F
FORD MTR CO
+$152.4K
113,532
+2%
减持
TJX
TJX COS INC NEW
+$150.8K
24,888
-2%
减持
AVGO
BROADCOM INC
+$148.9K
12,862
-1%
增持
—
EATON CORP PLC
-$143.9K
2,912
+2%
增持
PIZ
INVESCO EXCH TRADED FD TR II
+$142.2K
40,898
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$141.9K
3,777
+9%
减持
HCA
HCA HEALTHCARE INC
+$136.5K
5,389
-3%
减持
META
META PLATFORMS INC
-$134.6K
1,772
-0%
减持
—
JANUS HENDERSON GROUP PLC
+$129.2K
49,745
-1%
增持
VXUS
VANGUARD STAR FDS
+$118.9K
13,184
+11%
增持
AMGN
AMGEN INC
+$104.6K
2,236
+1%
减持
PNC
PNC FINL SVCS GROUP INC
+$98.3K
12,975
-0%
减持
GOOGL
ALPHABET INC
+$98.1K
4,567
-17%
减持
FITB
FIFTH THIRD BANCORP
+$95.7K
72,217
-2%
增持
MRK
MERCK & CO INC
+$93.3K
3,072
+12%
减持
PG
PROCTER AND GAMBLE CO
-$91.8K
6,032
-3%
增持
JNJ
JOHNSON & JOHNSON
+$90.8K
3,811
+1%
减持
CAT
CATERPILLAR INC
+$90.2K
1,106
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$78.3K
4,713
-3%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$74.5K
1,241
+311%
减持
—
EXXON MOBIL CORP
+$70.1K
9,521
-0%
减持
IJH
ISHARES TR
-$66.0K
5,543
-16%
增持
ABBV
ABBVIE INC
+$65.1K
2,749
+13%
增持
VZ
VERIZON COMMUNICATIONS INC
+$63.8K
15,289
+20%
增持
SPTI
SPDR SERIES TRUST
+$61.7K
30,970
+8%
减持
WMT
WALMART INC
+$58.6K
7,893
-1%
减持
V
VISA INC
-$57.2K
1,510
-12%
增持
CVX
CHEVRON CORP NEW
+$56.1K
4,288
+11%
减持
RFV
INVESCO EXCHANGE TRADED FD T
-$50.0K
2,613
-13%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
+$48.2K
37,528
-4%
增持
IGIB
ISHARES TR
+$47.3K
17,777
+6%
减持
AMZN
AMAZON COM INC
+$46.6K
7,125
-2%
减持
MO
ALTRIA GROUP INC
-$45.5K
4,423
-3%
减持
DUK
DUKE ENERGY CORP NEW
-$43.8K
5,717
-1%
增持
SO
SOUTHERN CO
-$42.8K
5,664
+0%
增持
HQH
ABRDN HEALTHCARE INVESTORS
+$42.3K
13,154
+17%
增持
T
AT&T INC
+$38.7K
20,052
+23%
增持
MA
MASTERCARD INCORPORATED
+$38.5K
5,938
+1%
减持
—
TRANE TECHNOLOGIES PLC
-$38.2K
999
-1%
增持
SQ
BLOCK INC
-$37.6K
5,345
+0%
减持
RTX
RTX CORPORATION
+$29.4K
2,221
-2%
增持
PEP
PEPSICO INC
+$27.3K
4,166
+3%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$25.9K
121,194
+1%
增持
RMBI
RICHMOND MUT BANCORPORATION
+$25.6K
34,605
+7%
减持
USMV
ISHARES TR
-$25.1K
2,539
-9%
增持
HWM
HOWMET AEROSPACE INC
+$24.5K
1,579
+4%
减持
GS
GOLDMAN SACHS GROUP INC
+$24.5K
420
-3%
增持
NEE
NEXTERA ENERGY INC
+$24.4K
2,973
+5%
减持
ESGV
VANGUARD WORLD FD
-$23.6K
1,774
-12%
增持
IEFA
ISHARES TR
+$22.4K
5,564
+2%
减持
BIV
VANGUARD BD INDEX FDS
-$20.6K
2,696
-9%
减持
WM
WASTE MGMT INC DEL
-$20.4K
1,908
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$20.3K
8,341
-12%
增持
KO
COCA COLA CO
+$19.4K
5,156
+0%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$18.9K
28,178
+4%
减持
EMR
EMERSON ELEC CO
-$17.1K
1,741
-8%
减持
GLD
SPDR GOLD TR
-$15.7K
5,048
-11%
减持
VTI
VANGUARD INDEX FDS
-$15.6K
1,771
-5%
增持
ABT
ABBOTT LABS
-$12.7K
3,050
+3%
增持
CSX
CSX CORP
+$10.1K
13,515
+0%
增持
SHEL
SHELL PLC
+$9.5K
4,550
+0%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$9.4K
16,242
+11%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$8.9K
1,524
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$8.9K
1,147
-1%
减持
AEP
AMERICAN ELEC PWR CO INC
+$8.5K
3,469
-0%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$8.2K
23,698
-0%
减持
XGDVX
GABELLI DIVID & INCOME TR
+$7.1K
11,585
-0%
减持
BST
BLACKROCK SCIENCE & TECHNOLO
-$6.3K
6,743
-0%
增持
DE
DEERE & CO
+$6.3K
640
+0%
减持
CII
BLACKROCK ENHANCED LARGE CAP
+$5.7K
18,606
-0%
增持
GE
GE AEROSPACE
+$5.5K
757
+0%
减持
BAC
BANK AMERICA CORP
+$3.6K
3,955
-5%
减持
MCD
MCDONALDS CORP
-$3.3K
2,283
-1%
增持
DIS
DISNEY WALT CO
+$3.0K
6,027
+1%
减持
CET
CENTRAL SECS CORP
-$2.9K
3,954
-0%
减持
RVT
ROYCE SMALL CAP TRUST INC
-$986
23,736
-0%
减持
GLW
CORNING INC
+$201
3,728
-6%
