Vista Cima Wealth Management LLC 13F 持仓 · 2026年Q2
Vista Cima Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 1.34 亿美元。前几大持仓：QQQ（13.25%）、SCHG（10.16%）、SPDW（6.14%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $17.8M | 13.25% | 24,157 | 新建仓 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $13.6M | 10.16% | 403,164 | 增持 |
| 3 | SPDW | SPDR INDEX SHS FDS | $8.2M | 6.14% | 163,583 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $7.5M | 5.56% | 37,302 | 减持 |
| 5 | IEFA | ISHARES TR | $7.3M | 5.46% | 75,956 | 增持 |
| 6 | AAPL | APPLE INC | $5.8M | 4.34% | 20,118 | 减持 |
| 7 | SMLF | ISHARES TR | $5.4M | 4.00% | 60,239 | 增持 |
| 8 | VO | VANGUARD INDEX FDS | $5.0M | 3.70% | 61,736 | 增持 |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | $4.7M | 3.47% | 28,863 | 减持 |
| 10 | DGRO | ISHARES TR | $4.4M | 3.26% | 57,825 | 增持 |
| 11 | SCHD | SCHWAB STRATEGIC TR | $4.4M | 3.25% | 137,423 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $4.2M | 3.15% | 11,329 | 增持 |
| 13 | ROUS | LATTICE STRATEGIES TR | $4.2M | 3.15% | 62,780 | 增持 |
| 14 | XMHQ | INVESCO EXCHANGE TRADED FD T | $3.9M | 2.89% | 34,417 | 增持 |
| 15 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.2M | 2.37% | 18,680 | 增持 |
| 16 | AVGO | BROADCOM INC | $2.7M | 2.00% | 7,125 | 减持 |
| 17 | IEMG | ISHARES INC | $2.5M | 1.88% | 30,472 | 增持 |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $2.4M | 1.79% | 40,255 | 增持 |
| 19 | AGZ | ISHARES TR | $2.0M | 1.45% | 17,873 | 增持 |
| 20 | GOOGL | ALPHABET INC | $1.9M | 1.39% | 5,217 | 减持 |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | $1.8M | 1.32% | 34,917 | 增持 |
| 22 | ICSH | ISHARES TR | $1.6M | 1.21% | 32,085 | 减持 |
| 23 | AMZN | AMAZON COM INC | $1.6M | 1.18% | 6,650 | 减持 |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.4M | 1.02% | 2,862 | 增持 |
| 25 | BSTP | INNOVATOR ETFS TRUST | $1.3M | 0.96% | 32,835 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR