VI

Vista Investment Partners Ii, 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$2.2亿

申报季度: 2026-03-31 · 持股只数: 157

VISTA INVESTMENT PARTNERS II, LLC在最新一期 13F 报告中披露了 157 项持股，申报期为 2026-03-31，总持股市值约为 US$2.2亿，季度换手率为 41.6%。

机构性格雪花图

集中度
5.97
持仓稳定性
41.59
动能／逆势
100
行业集中度
62.56
多样化
100
仓位均衡度
88.37

近期动向

  • 减仓 AVGO

    -91.3%　-US$410.6万

  • 加仓 NEAR

    +241.5%　US$329.8万

  • 减仓 ATFV

    -84.1%　-US$288.1万

  • 减仓 HD

    -72.3%　-US$212.0万

  • 减仓 FYC

    -82.5%　-US$205.4万

  • 减仓 PIZ

    -84.2%　-US$168.2万

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

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1LLYEli Lilly & Co股票-医疗保健4.67%-0.61%-0.70%
2NVDANvidia CORP股票-科技3.29%-0.09%-0.09%
3MSTRStrategy INC股票-科技3.07%-0.06%+14.70%
4VOOVanguard S&p 500 ETFETF-大型股与成长2.86%—+6.89%
5KLACKla CORP股票-科技2.68%—-12.62%
6AAPLApple INC股票-科技2.26%—-0.05%
7PHParker Hannifin CORP股票-工业2.13%—-5.63%
8NEARIshares Sh Dba ETF Usd INCETF-其他2.10%+1.51%+241.47%
9ORLYO'reilly Automotive INC股票-周期性消费2.00%—-0.41%
10TNLTravel + Leisure Co股票-周期性消费1.82%—+0.82%
11TJXTjx Companies INC股票-周期性消费1.79%—+0.60%
12AGGIshares Core U.s. AggregateETF-其他1.71%—+7.84%
13CGDVCap Group Dividend ValueETF-其他1.70%-0.66%-29.25%
14USBUS Bancorp股票-金融1.68%—-0.15%
15FITBFifth Third Bancorp股票-金融1.52%—+0.97%
16KRKroger Co股票-非周期性消费1.48%+0.27%+1.30%
17FBTCFidelity Wise Origin BitcoinETF-加密货币1.47%—+16.38%
18CORCencora INC股票-医疗保健1.46%—-0.60%
19JBLJabil INC股票-科技1.43%+0.24%-0.63%
20JNJJohnson & Johnson股票-医疗保健1.40%—+2.09%
21FHIFederated Hermes INC股票-金融1.40%+1.40%NEW
22CBChubb Limited股票-金融1.39%—+1.69%
23MAMastercard INC - A股票-金融1.33%-0.13%-0.08%
24IVZInvesco Ltd.股票-金融1.30%+1.30%NEW
25VTVVanguard Value ETFETF-其他1.29%+1.29%NEW
26THCTenet Healthcare CORP股票-医疗保健1.25%—-1.01%
27BJBj's Wholesale Club Holdings股票-非周期性消费1.24%—-0.44%
28NDAQNasdaq INC股票-金融1.24%—+2.17%
29HONHoneywell International INC股票-工业1.24%+0.24%+2.53%
30CFGCitizens Financial Group股票-金融1.23%—+3.39%
31SGISomnigroup International INC股票-周期性消费1.23%-0.21%-1.08%
32PNCPnc Financial Services Group股票-金融1.22%—+0.50%
33JPMJpmorgan Chase & Co股票-金融1.19%—-0.93%
34MARMarriott International -cl A股票-周期性消费1.14%—-0.59%
35HCAHca Healthcare INC股票-医疗保健1.14%—-0.50%
36IBITIshares Bitcoin Trust ETFETF-加密货币1.12%+0.28%+65.33%
37GWWWw Grainger INC股票-工业1.11%—-0.83%
38DRIDarden Restaurants INC股票-周期性消费1.08%—+2.32%
39DFIVDimensional International VaETF-其他1.06%+1.06%NEW
40BRK-BBerkshire Hathaway Inc-cl B股票-其他1.02%—+0.15%
41GLDSpdr Gold SharesETF-避险与商品1.00%—+2.54%
42SBHSally Beauty Holdings INC股票-其他0.99%+0.99%NEW
43DELLDell Technologies -c股票-科技0.98%+0.98%NEW
44UHSUniversal Health Services-b股票-医疗保健0.97%+0.41%+100.90%
45MCOMoody's CORP股票-金融0.92%+0.92%NEW
46HBANHuntington Bancshares INC股票-金融0.88%—+3.55%
47HEGDSwan Hedged Equity US Lg CapETF-其他0.87%+0.87%NEW
48CVSCvs Health CORP股票-医疗保健0.83%+0.83%NEW
49MSFTMicrosoft CORP股票-科技0.80%-0.20%-0.25%
50PRIPrimerica INC股票-金融0.73%—-0.08%
1–50 of 157

本季持股变动

Vista Investment Partners Ii, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Synchrony Financial (SYF); 清仓: Oracle CORP (ORCL); 新建仓: Federated Hermes INC (FHI); 新建仓: Invesco Ltd. (IVZ); 新建仓: Vanguard Value ETF (VTV).

Vista Investment Partners Ii, LLC 于截至 2026-03-31 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
1NEARIshares Sh Dba ETF Usd INC+1.5%+241.47%加仓
2UHSUniversal Health Services-b+0.4%+100.90%加仓
3IBITIshares Bitcoin Trust ETF+0.3%+65.33%加仓
4KRKroger Co+0.3%+1.30%加仓
5AAAUGoldman Sachs Physical Gold+0.3%+38.34%加仓
6HONHoneywell International INC+0.2%+2.53%加仓
7JBLJabil INC+0.2%-0.63%减仓
8MSTRStrategy INC-0.1%+14.70%加仓
9NVDANvidia CORP-0.1%-0.09%减仓
10MAMastercard INC - A-0.1%-0.08%减仓
11MSFTMicrosoft CORP-0.2%-0.25%减仓
12SGISomnigroup International INC-0.2%-1.08%减仓
13QQQInvesco Qqq Trust Series 1-0.3%-59.39%减仓
14SIVRAbrdn Physical Silver Shares-0.3%-61.61%减仓
15LLYEli Lilly & Co-0.6%-0.70%减仓
16CGDVCap Group Dividend Value-0.7%-29.25%减仓
17PIZInvesco Dorsey Wright Develo-0.7%-84.16%减仓
18FYCFirst Trust Small Cap Growth-0.9%-82.47%减仓
19HDHome Depot INC-0.9%-72.32%减仓
20ATFVAlger 35 ETF-1.2%-84.13%减仓
21AVGOBroadcom INC-1.8%-91.32%减仓
22SYFSynchrony Financial—EXIT清仓
23ORCLOracle CORP—EXIT清仓
24FHIFederated Hermes INC—NEW新建仓
25IVZInvesco Ltd.—NEW新建仓
26VTVVanguard Value ETF—NEW新建仓
27ADPAutomatic Data Processing—EXIT清仓
28LYFTLyft Inc-a—EXIT清仓
29JHGJanus Henderson Group plc—EXIT清仓
30DFIVDimensional International Va—NEW新建仓
31SBHSally Beauty Holdings INC—NEW新建仓
32TRI4EURThomson Reuters CORP—EXIT清仓
33DELLDell Technologies -c—NEW新建仓
34IPKWInvesco International Buybac—EXIT清仓
35MCOMoody's CORP—NEW新建仓
36HEGDSwan Hedged Equity US Lg Cap—NEW新建仓
37PAYXPaychex INC—EXIT清仓
38CVSCvs Health CORP—NEW新建仓
39VHTVanguard Health Care ETF—NEW新建仓
40XARSs Spdr S&p Aerospace Def—NEW新建仓
41FTNTFortinet INC—NEW新建仓
42XLESs Energy Select Sector—NEW新建仓
43IGIBIshares 5-10y Inv Grade CORP—EXIT清仓
44SPTISs Spdr P Int Term Tsy ETF—EXIT清仓
45JPIBJpmorgan Intl Bnd ETF—EXIT清仓
46VPUVanguard Utilities ETF—NEW新建仓
47AVUVAvantis US Small Cap Value—NEW新建仓
48PXHInves Rafi Emer Mrkt-usd INC—EXIT清仓
49MSIMotorola Solutions INC—EXIT清仓
50MDYState Street Spdr S&p Midcap—NEW新建仓

FAQ

Vista Investment Partners Ii, LLC 是什么机构？属于哪种投资人类型？
Vista Investment Partners Ii, 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.2亿，分布在 157 个已申报仓位之中。
Vista Investment Partners Ii, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Vista Investment Partners Ii, LLC 按市值排列的前几大持股为： 1. Eli Lilly & Co (LLY) — US$1041.0万 (4.7%) 2. Nvidia CORP (NVDA) — US$733.4万 (3.3%) 3. Strategy INC (MSTR) — US$683.4万 (3.1%) 4. Vanguard S&p 500 ETF (VOO) — US$636.7万 (2.9%) 5. Kla CORP (KLAC) — US$597.5万 (2.7%)
Vista Investment Partners Ii, 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 Ii, LLC 共进行了 50 项显著调整：新建仓 16 个仓位、加仓 7 个既有持股、减仓 14 个仓位，并完全清仓 13 个持股。 其中幅度最大的异动：清仓: Synchrony Financial (SYF); 清仓: Oracle CORP (ORCL); 新建仓: Federated Hermes INC (FHI); 新建仓: Invesco Ltd. (IVZ); 新建仓: Vanguard Value ETF (VTV)
Vista Investment Partners Ii, 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 Ii, LLC 的主要板块分布如下： • Information Technology: 32.8% • Health Care: 25.3% • Financials: 14.4% • Consumer Staples: 7.5% • Industrials: 6.8% • Communication Services: 5.3%