Vista Cima Wealth Management LLC
CIK 2055907 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $134.3M
- Posisi
- 49
- Per tanggal
- 30 Juni 2026
#7.735 dari 9.443 berdasarkan nilai 13F · top 81.9%
Nilai portofolio QoQ: +32.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 59,34%
- Bobot 25 kepemilikan teratas
- 88,35%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 19,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,31% Perkiraan pembelian $25.550.053 · penjualan $3.893.546
Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q2 2026 · 53,8% masih dipegang
- Posisi baru
- 4
- Meningkat
- 23
- Menurun
- 18
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
18,8%
Communication Services
2,1%
Retail
1,3%
Communications
0,8%
Consumer Discretionary
0,7%
Industrials
0,6%
Lainnya/Tidak terpetakan
75,7%
Portofolio lengkap 49 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $17.789.211 | 13,25% | 24.157 | ||||
| SCHG | $13.643.055 | 10,16% | 403.164 | $2.027.606 | Naik ×1 | ||
| SPDW | $8.242.947 | 6,14% | 163.583 | $1.088.770 | Naik ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $7.463.692 | 5,56% | 37.302 | $773.815 | Turun ×2 | ||
| IEFA | $7.335.802 | 5,46% | 75.956 | $907.137 | Naik ×5 | ||
| AAPL Apple Inc. - Common Stock | $5.821.365 | 4,34% | 20.118 | $512.157 | Turun ×2 | ||
| SMLF | $5.369.704 | 4,00% | 60.239 | $862.423 | Naik ×1 | ||
| VO | $4.974.099 | 3,70% | 61.736 | $622.719 | Naik ×1 | ||
| SPMO | $4.662.547 | 3,47% | 28.863 | $1.408.544 | Turun ×1 | ||
| DGRO | $4.382.575 | 3,26% | 57.825 | $469.002 | Naik ×1 | ||
| SCHD | $4.357.670 | 3,25% | 137.423 | $673.221 | Naik ×1 | ||
| ROUS | $4.231.372 | 3,15% | 62.780 | $567.881 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4.225.765 | 3,15% | 11.329 | $72.109 | Naik ×3 | ||
| XMHQ | $3.884.991 | 2,89% | 34.417 | $390.672 | Naik ×1 | ||
| XMMO | $3.178.215 | 2,37% | 18.680 | $496.215 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $2.691.485 | 2,00% | 7.125 | $322.891 | Turun ×1 | ||
| IEMG | $2.524.300 | 1,88% | 30.472 | $490.320 | Naik ×1 | ||
| VWO | $2.402.821 | 1,79% | 40.255 | $354.380 | Naik ×1 | ||
| AGZ | $1.953.099 | 1,45% | 17.873 | $133.997 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.864.371 | 1,39% | 5.217 | $305.544 | Turun ×1 | ||
| JPST | $1.765.753 | 1,32% | 34.917 | $10.699 | Naik ×1 | ||
| ICSH | $1.622.859 | 1,21% | 32.085 | $-12.066 | Turun ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.584.961 | 1,18% | 6.650 | $120.406 | Turun ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.366.808 | 1,02% | 2.862 | $433.726 | Naik ×1 | ||
| BSTP | $1.291.414 | 0,96% | 32.835 | $108.139 | Turun ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $1.288.188 | 0,96% | 1.116 | $699.671 | Turun ×1 | ||
| BIV | $1.248.293 | 0,93% | 16.275 | $89.590 | Naik ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1.195.991 | 0,89% | 2.760 | $562.703 | Turun ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1.045.881 | 0,78% | 8.904 | $237.393 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $972.401 | 0,72% | 1.726 | $90.608 | Naik ×1 | ||
| SGVT | $930.032 | 0,69% | 9.232 | $-652.682 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $886.204 | 0,66% | 2.107 | $110.362 | Naik ×3 | ||
| GTO | $833.583 | 0,62% | 17.785 | $38.972 | Naik ×1 | ||
| SCHO | $829.112 | 0,62% | 34.346 | $-23.857 | Turun ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $813.855 | 0,61% | 1.401 | $313.214 | Turun ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $671.803 | 0,50% | 11.543 | $-33.897 | Turun ×3 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $601.260 | 0,45% | 8.942 | Naik ×1 | |||
| LGLV | $541.477 | 0,40% | 2.984 | $9.314 | Turun ×4 | ||
| BUFR | $534.178 | 0,40% | 14.623 | $40.359 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $521.914 | 0,39% | 6.604 | $102.655 | Naik ×6 | ||
| MMIT | $486.270 | 0,36% | 19.970 | $4.893 | |||
| GE GE Aerospace Common Stock | $481.738 | 0,36% | 1.289 | $137.809 | Naik ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $440.896 | 0,33% | 3.779 | $-113.651 | Turun ×1 | ||
| XLP XLP | $399.650 | 0,30% | 4.811 | Naik ×1 | |||
| GEV GE Vernova Inc. Common Stock | $257.294 | 0,19% | 219 | Naik ×1 | |||
| LQD | $220.321 | 0,16% | 2.020 | $161 | |||
| RVNU | $212.604 | 0,16% | 8.400 | $5.669 | |||
| WMT Walmart Inc. - Common Stock | $212.177 | 0,16% | 1.873 | $-39.135 | Turun ×1 | ||
| DHY | $19.580 | 0,01% | 11.000 | $580 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SCHG | Beli lebih banyak | +4K | +$2.0M |
| SPMO | Dipangkas | -162 | +$1.4M |
| SPDW | Beli lebih banyak | +7K | +$1.1M |
| IEFA | Beli lebih banyak | +5K | +$907K |
| SMLF | Beli lebih banyak | +532 | +$862K |
| NVDA | Dipangkas | -1K | +$774K |
| MU | Dipangkas | -626 | +$700K |
| SCHD | Beli lebih banyak | +17K | +$673K |
| SGVT | Dipangkas | -6K | -$653K |
| VO | Beli lebih banyak | +47K | +$623K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| QQQ | 31 Maret 2026 | 26.565 | $16.319.122 | |
| BLK | 31 Des. 2025 | 777 | $905.881 | 7,7% |
| V | 31 Des. 2025 | 2.589 | $883.833 | 4,8% |
| MA | 31 Des. 2025 | 1.551 | $882.225 | 1,1% |
| MDLZ | 31 Des. 2025 | 14.037 | $876.912 | 19,9% |
| UNH | 31 Des. 2025 | 2.225 | $768.293 | 18,8% |
| HD | 31 Des. 2025 | 1.782 | $722.053 | -1,8% |
| LHX | 31 Des. 2025 | 2.351 | $718.019 | -6,5% |
| ORCL | 31 Maret 2026 | 3.659 | $713.176 | -3,1% |
| NEE | 31 Des. 2025 | 9.014 | $680.467 | 6,8% |
| NJR | 31 Des. 2025 | 13.815 | $665.192 | 20,1% |
| DUK | 31 Des. 2025 | 5.308 | $656.865 | 5,8% |
| PH | 31 Des. 2025 | 862 | $653.525 | 16,0% |
| MCD | 31 Des. 2025 | 2.111 | $641.512 | -11,4% |
| KO | 31 Des. 2025 | 9.509 | $630.637 | 30,3% |
| CTRA | 31 Des. 2025 | 26.354 | $623.272 | Tidak lagi dilacak |
| EMR | 31 Des. 2025 | 4.593 | $602.510 | 17,1% |
| AMT | 31 Des. 2025 | 3.121 | $600.231 | 1,0% |
| ICE | 31 Des. 2025 | 3.545 | $597.262 | -2,7% |
| CRM | 30 Sep. 2025 | 2.081 | $567.522 | -13,2% |
| CDNS | 30 Sep. 2025 | 1.797 | $553.746 | -10,2% |
| NOW | 31 Maret 2026 | 3.430 | $525.442 | 24,0% |
| VLO | 31 Des. 2025 | 2.966 | $504.991 | 114,0% |
| PM | 31 Des. 2025 | 2.982 | $483.680 | 19,1% |
| D | 31 Des. 2025 | 7.649 | $467.889 | 16,5% |
| OMC | 31 Des. 2025 | 5.713 | $465.781 | 8,0% |
| MRVL | 30 Sep. 2025 | 5.939 | $459.679 | 189,3% |
| PSX | 31 Des. 2025 | 3.368 | $458.115 | 89,1% |
| CVX | 31 Des. 2025 | 2.858 | $443.819 | 36,4% |
| AMD | 31 Maret 2025 | 3.556 | $429.529 | 353,6% |
| PG | 31 Des. 2025 | 2.756 | $423.459 | 0,7% |
| ZTS | 31 Des. 2025 | 2.806 | $410.574 | -39,8% |
| CMCSA | 31 Des. 2025 | 12.893 | $405.111 | -4,9% |
| NFLX | 31 Maret 2026 | 4.181 | $392.011 | -16,1% |
| APD | 31 Des. 2025 | 1.431 | $390.262 | 24,8% |
| NKE | 31 Des. 2025 | 5.565 | $388.047 | -36,3% |
| LQDH | 31 Maret 2026 | 2.932 | $273.702 | Tidak lagi dilacak |
| AGQ | 30 Juni 2026 | 2.211 | $264.237 | Tidak lagi dilacak |
| T | 30 Juni 2026 | 8.843 | $256.350 | 22,0% |
| LLY | 31 Maret 2026 | 211 | $226.757 | 37,9% |
| ADI | 31 Maret 2026 | 807 | $218.858 | 17,4% |
| MRK | 31 Maret 2026 | 2.053 | $216.099 | 25,0% |
| SPGI | 31 Maret 2026 | 404 | $211.132 | 1,0% |
| MCD | 31 Maret 2025 | 728 | $211.040 | -13,3% |
| IGBH | 30 Juni 2026 | 8.359 | $202.121 | Tidak lagi dilacak |