VI

Vista Investment Partners LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$4.0亿

申报季度: 2026-06-30 · 持股只数: 172

VISTA INVESTMENT PARTNERS LLC在最新一期 13F 报告中披露了 172 项持股，申报期为 2026-06-30，总持股市值约为 US$4.0亿，季度换手率为 35.1%。

机构性格雪花图

集中度
5.8
持仓稳定性
35.08
动能／逆势
100
行业集中度
44.98
多样化
100
仓位均衡度
87.99

近期动向

  • 清仓 PULS

  • 清仓 KR

  • 清仓 BJ

  • 加仓 V

    +401.2%　US$518.7万

  • 清仓 THC

  • 新建仓 TPR

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 168 大持股（共 172 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AAPLApple INC股票-科技3.55%+0.38%+2.90%
2SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长3.47%+0.30%+0.16%
3XOMExxon Mobil CORP股票-能源3.17%-0.97%-0.18%
4KLACKla CORP股票-科技2.99%+0.56%+531.25%
5AVDEAvantis International EquityETF-其他2.50%—-2.10%
6DELLDell Technologies -c股票-科技2.43%+1.19%-21.44%
7CVXChevron CORP股票-能源2.20%-0.68%-0.05%
8ARLPAlliance Resource Partners股票-其他2.19%-0.47%—
9JBLJabil INC股票-科技2.02%+0.53%-1.53%
10PHParker Hannifin CORP股票-工业2.00%—-2.63%
11FTNTFortinet INC股票-科技1.90%+1.21%+53.11%
12ABBVAbbvie INC股票-医疗保健1.84%+0.17%+0.10%
13TNLTravel + Leisure Co股票-周期性消费1.68%—-2.72%
14QQQInvesco Qqq Trust Series 1ETF-科技型1.67%+0.33%+2.68%
15OGEOge Energy CORP股票-公用事业1.63%—-0.16%
16ORLYO'reilly Automotive INC股票-周期性消费1.63%—-1.92%
17VVisa Inc-class A Shares股票-金融1.58%+1.29%+401.17%
18MAMastercard INC - A股票-金融1.52%—-1.86%
19FITBFifth Third Bancorp股票-金融1.52%+0.17%-2.57%
20NVDANvidia CORP股票-科技1.43%+0.13%+0.42%
21CORCencora INC股票-医疗保健1.39%-0.27%-2.10%
22AVUVAvantis US Small Cap ValueETF-中小型股1.33%+0.69%+92.94%
23JNJJohnson & Johnson股票-医疗保健1.30%—-2.32%
24SGISomnigroup International INC股票-周期性消费1.29%—-1.58%
25CFGCitizens Financial Group股票-金融1.23%+0.10%-2.13%
26TPRTapestry INC股票-周期性消费1.22%+1.22%NEW
27TJXTjx Companies INC股票-周期性消费1.22%—-2.87%
28IVZInvesco Ltd.股票-金融1.21%—-2.02%
29GWWWw Grainger INC股票-工业1.20%+0.22%+3.41%
30MARMarriott International -cl A股票-周期性消费1.20%—-1.82%
31FHIFederated Hermes INC股票-金融1.19%—-2.53%
32CBChubb Limited股票-金融1.14%—-1.22%
33PNCPnc Financial Services Group股票-金融1.13%+0.11%-2.08%
34LLYEli Lilly & Co股票-医疗保健1.11%+0.21%-1.37%
35CPAYCorpay INC股票-科技1.10%+1.10%NEW
36PRIPrimerica INC股票-金融1.10%+0.38%+41.78%
37MCOMoody's CORP股票-金融1.10%—-1.77%
38MSFTMicrosoft CORP股票-科技1.06%—-1.33%
39CVSCvs Health CORP股票-医疗保健1.06%+0.27%-2.47%
40TSLATesla INC股票-周期性消费1.03%—+0.12%
41DRIDarden Restaurants INC股票-周期性消费1.02%—-1.97%
42NDAQNasdaq INC股票-金融1.00%—-2.12%
43BRK-BBerkshire Hathaway Inc-cl B股票-其他0.89%—+1.35%
44VZVerizon Communications INC股票-通信服务0.88%-0.24%-1.20%
45HNGEHinge Health Inc-a股票-其他0.87%+0.87%NEW
46JPMJpmorgan Chase & Co股票-金融0.82%—+0.17%
47OKEOneok INC股票-能源0.79%—+8.31%
48AVUSAvantis U.s. Equity ETFETF-其他0.79%+0.79%NEW
49VFLOVictoryshares Free Cash FlowETF-其他0.78%—-4.62%
50GOOGLAlphabet Inc-cl A股票-通信服务0.77%+0.11%-2.43%
1–50 of 168

本季持股变动

Vista Investment Partners LLC 在 2026-06-30 最显著的持仓异动： 清仓: Pgim Ultra Short Bond ETF (PULS); 清仓: Kroger Co (KR); 清仓: Bj's Wholesale Club Holdings (BJ); 清仓: Tenet Healthcare CORP (THC); 新建仓: Tapestry INC (TPR).

Vista Investment Partners LLC 于截至 2026-06-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1VVisa Inc-class A Shares+1.3%+401.17%加仓
2TPRTapestry INC+1.2%NEW新建仓
3FTNTFortinet INC+1.2%+53.11%加仓
4DELLDell Technologies -c+1.2%-21.44%减仓
5CPAYCorpay INC+1.1%NEW新建仓
6HNGEHinge Health Inc-a+0.9%NEW新建仓
7AVUSAvantis U.s. Equity ETF+0.8%NEW新建仓
8AVUVAvantis US Small Cap Value+0.7%+92.94%加仓
9VBKVanguard Small-cap Grwth ETF+0.7%NEW新建仓
10KLACKla CORP+0.6%+531.25%加仓
11JBLJabil INC+0.5%-1.53%减仓
12✓ +0.5%NEW新建仓
13✓ +0.5%NEW新建仓
14AAPLApple INC+0.4%+2.90%加仓
15PRIPrimerica INC+0.4%+41.78%加仓
16QQQInvesco Qqq Trust Series 1+0.3%+2.68%加仓
17RINGIshares Msci Global Gold Min+0.3%NEW新建仓
18SPYSs Spdr S&p 500 ETF Trust-us+0.3%+0.16%加仓
19CVSCvs Health CORP+0.3%-2.47%减仓
20GWWWw Grainger INC+0.2%+3.41%加仓
21LLYEli Lilly & Co+0.2%-1.37%减仓
22SMHVaneck Semiconductor ETF+0.2%NEW新建仓
23ABBVAbbvie INC+0.2%+0.10%加仓
24FITBFifth Third Bancorp+0.2%-2.57%减仓
25UNPUnion Pacific CORP+0.2%+123.70%加仓
26VLOValero Energy CORP+0.1%+190.15%加仓
27DISWalt Disney Co/the+0.1%+81.47%加仓
28NVDANvidia CORP+0.1%+0.42%加仓
29PNCPnc Financial Services Group+0.1%-2.08%减仓
30GOOGLAlphabet Inc-cl A+0.1%-2.43%减仓
31CFGCitizens Financial Group+0.1%-2.13%减仓
32MDTMedtronic plc-0.2%-38.10%减仓
33DDominion Energy INC-0.2%EXIT清仓
34MOAltria Group INC-0.2%-52.19%减仓
35HIIHuntington Ingalls Industrie-0.2%EXIT清仓
36ROKURoku INC-0.2%EXIT清仓
37IBMIntl Business Machines CORP-0.2%-84.10%减仓
38VZVerizon Communications INC-0.2%-1.20%减仓
39CORCencora INC-0.3%-2.10%减仓
40ARLPAlliance Resource Partners-0.5%—不变
41CVXChevron CORP-0.7%-0.05%减仓
42XOMExxon Mobil CORP-1%-0.18%减仓
43UHSUniversal Health Services-b-1%EXIT清仓
44SBHSally Beauty Holdings INC-1%EXIT清仓
45HONHoneywell International INC-1.1%EXIT清仓
46HCAHca Healthcare INC-1.1%EXIT清仓
47THCTenet Healthcare CORP-1.3%EXIT清仓
48BJBj's Wholesale Club Holdings-1.3%EXIT清仓
49KRKroger Co-1.3%EXIT清仓
50PULSPgim Ultra Short Bond ETF-2%EXIT清仓

FAQ

Vista Investment Partners LLC 是什么机构？属于哪种投资人类型？
Vista Investment Partners LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$4.0亿，分布在 172 个已申报仓位之中。
Vista Investment Partners LLC 目前前几大持股有哪些？
根据最新 13F 申报，Vista Investment Partners LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$1412.6万 (3.5%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1380.5万 (3.5%) 3. Exxon Mobil CORP (XOM) — US$1259.8万 (3.2%) 4. Kla CORP (KLAC) — US$1189.8万 (3.0%) 5. Avantis International Equity (AVDE) — US$994.7万 (2.5%)
Vista Investment Partners LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Vista Investment Partners LLC 共进行了 49 项显著调整：新建仓 9 个仓位、加仓 14 个既有持股、减仓 15 个仓位，并完全清仓 11 个持股。 其中幅度最大的异动：清仓: Pgim Ultra Short Bond ETF (PULS); 清仓: Kroger Co (KR); 清仓: Bj's Wholesale Club Holdings (BJ); 清仓: Tenet Healthcare CORP (THC); 新建仓: Tapestry INC (TPR)
Vista Investment Partners LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Vista Investment Partners LLC 的主要板块分布如下： • Information Technology: 23.5% • Financials: 19.0% • Consumer Discretionary: 15.5% • Health Care: 10.9% • Energy: 10.6% • Industrials: 8.6%