Castleview Partners, LLC
DALLAS TX · SEC CIK 0001737088
$2.28亿2026Q2 申报市值
223持仓数
34.5%前十大占比 · 第一大 11.2%
48 / 28新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NOMURA ETF TR 新建仓+$568.22万
SYK 新建仓+$262.32万
ITOT 新建仓+$200.95万
TSLA 加仓+$176.03万
UYLD 加仓+$137.38万
2026Q2 卖出最多 按季末市值估算
FDVV 清仓-$297.88万
FELG 减仓-$205.38万
VBIL 清仓-$174.21万
SIVR 清仓-$163.13万
MU 减仓-$117.28万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IWR | ISHARES TR | $34.09万 | 0.15% | 3,090 | 184 | 6.3% | $2.03万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.09万 | 0.15% | 5,711 | 5,711 | — | $34.09万 | 新建仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $34.18万 | 0.15% | 10,515 | 925 | 9.6% | $3.01万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $34.25万 | 0.15% | 5,280 | -157 | -2.9% | -$1.02万 | 减仓 |
| AGNC | AGNC INVT CORP | $34.46万 | 0.15% | 31,612 | 3,048 | 10.7% | $3.32万 | 加仓 |
| MCO | MOODYS CORP | $35.28万 | 0.16% | 779 | -17 | -2.1% | -$7,700 | 减仓 |
| SBUX | STARBUCKS CORP | $35.43万 | 0.16% | 3,467 | 311 | 9.9% | $3.18万 | 加仓 |
| RGLD | ROYAL GOLD INC | $35.93万 | 0.16% | 1,800 | 1,800 | — | $35.93万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $36.10万 | 0.16% | 6,971 | 162 | 2.4% | $8,388 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $36.66万 | 0.16% | 4,377 | 228 | 5.5% | $1.91万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $36.69万 | 0.16% | 2,365 | 1,121 | 90.1% | $17.39万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $37.08万 | 0.16% | 7,449 | 153 | 2.1% | $7,616 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $37.48万 | 0.16% | 7,134 | 349 | 5.1% | $1.83万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $37.50万 | 0.16% | 13,369 | 13,369 | — | $37.50万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $37.58万 | 0.17% | 1,389 | 274 | 24.6% | $7.41万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $38.72万 | 0.17% | 8,506 | -1 | -0.0% | -$46 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $39.77万 | 0.17% | 7,489 | 867 | 13.1% | $4.60万 | 加仓 |
| HPQ | HP INC | $39.92万 | 0.18% | 18,193 | 5,395 | 42.2% | $11.84万 | 加仓 |
| ETR | ENTERGY CORP NEW | $40.13万 | 0.18% | 3,494 | 623 | 21.7% | $7.16万 | 加仓 |
| GDX | VANECK ETF TRUST | $40.96万 | 0.18% | 5,429 | -525 | -8.8% | -$3.96万 | 减仓 |
| SHLD | GLOBAL X FDS | $41.46万 | 0.18% | 6,943 | 6,943 | — | $41.46万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $41.60万 | 0.18% | 4,537 | 0 | 0.0% | — | 不变 |
| — | EVOLUTION PETE CORP | $42.46万 | 0.19% | 115,393 | 20,093 | 21.1% | $7.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $43.39万 | 0.19% | 747 | 747 | — | $43.39万 | 新建仓 |
| ASML | ASML HLDG NV | $44.17万 | 0.19% | 222 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $44.20万 | 0.19% | 8,476 | -201 | -2.3% | -$1.05万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $44.22万 | 0.19% | 5,174 | 214 | 4.3% | $1.83万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.76万 | 0.20% | 10,571 | 2,246 | 27.0% | $9.51万 | 加仓 |
| SHOP | SHOPIFY INC | $45.80万 | 0.20% | 4,011 | 53 | 1.3% | $6,052 | 加仓 |
| WMB | WILLIAMS COS INC | $46.57万 | 0.20% | 6,264 | 1,054 | 20.2% | $7.84万 | 加仓 |
| SMH | VANECK ETF TRUST | $47.03万 | 0.21% | 717 | 717 | — | $47.03万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $47.09万 | 0.21% | 5,113 | -687 | -11.8% | -$6.33万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $47.21万 | 0.21% | 9,413 | 9,413 | — | $47.21万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $47.62万 | 0.21% | 9,044 | 2,064 | 29.6% | $10.87万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $47.86万 | 0.21% | 2,002 | 257 | 14.7% | $6.14万 | 加仓 |
| NVR | NVR INC | $49.06万 | 0.22% | 72 | -1 | -1.4% | -$6,813 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $50.46万 | 0.22% | 3,096 | 123 | 4.1% | $2.00万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $50.55万 | 0.22% | 4,701 | 1,060 | 29.1% | $11.40万 | 加仓 |
| — | VANECK ETF TRUST | $50.64万 | 0.22% | 4,248 | 474 | 12.6% | $5.65万 | 加仓 |
| TQQQ | PROSHARES TR | $50.67万 | 0.22% | 6,255 | -3,420 | -35.3% | -$27.70万 | 减仓 |
| DX | DYNEX CAP INC | $51.13万 | 0.22% | 39,000 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $51.48万 | 0.23% | 9,929 | 425 | 4.5% | $2.20万 | 加仓 |
| PFE | PFIZER INC | $51.53万 | 0.23% | 21,400 | 5,138 | 31.6% | $12.37万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $52.17万 | 0.23% | 9,254 | 1,754 | 23.4% | $9.89万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $53.72万 | 0.24% | 5,535 | 880 | 18.9% | $8.54万 | 加仓 |
| GOOGL | ALPHABET INC | $53.90万 | 0.24% | 1,508 | 362 | 31.6% | $12.94万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $55.21万 | 0.24% | 10,564 | -45 | -0.4% | -$2,352 | 减仓 |
| NOW | SERVICENOW INC | $55.42万 | 0.24% | 5,582 | 720 | 14.8% | $7.15万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $55.66万 | 0.24% | 15,259 | -16 | -0.1% | -$584 | 减仓 |
| GLD | SPDR GOLD TR | $55.99万 | 0.25% | 1,520 | -103 | -6.3% | -$3.79万 | 减仓 |
| MQQQ | INVESTMENT MANAGERS SER TR I | $56.14万 | 0.25% | 2,286 | 2,286 | — | $56.14万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $56.66万 | 0.25% | 2,663 | 13 | 0.5% | $2,766 | 加仓 |
| HRL | HORMEL FOODS CORP | $57.01万 | 0.25% | 22,970 | 7,780 | 51.2% | $19.31万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $57.25万 | 0.25% | 496 | -1,016 | -67.2% | -$117.28万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $57.44万 | 0.25% | 9,248 | -82 | -0.9% | -$5,093 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $57.97万 | 0.25% | 10,563 | 638 | 6.4% | $3.50万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $58.25万 | 0.26% | 576 | 2 | 0.3% | $2,023 | 加仓 |
| TFC | TRUIST FINL CORP | $58.39万 | 0.26% | 11,720 | 2,278 | 24.1% | $11.35万 | 加仓 |
| META | META PLATFORMS INC | $58.41万 | 0.26% | 1,037 | 174 | 20.2% | $9.80万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $58.67万 | 0.26% | 31,090 | 439 | 1.4% | $8,284 | 加仓 |
| IVV | ISHARES TR | $58.71万 | 0.26% | 784 | -21 | -2.6% | -$1.57万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $59.00万 | 0.26% | 6,713 | 1,595 | 31.2% | $14.02万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $59.84万 | 0.26% | 7,832 | 1,801 | 29.9% | $13.76万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $60.02万 | 0.26% | 7,405 | 507 | 7.3% | $4.11万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $61.43万 | 0.27% | 4,852 | 1,044 | 27.4% | $13.22万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $61.71万 | 0.27% | 12,222 | 45 | 0.4% | $2,272 | 加仓 |
| CLOI | VANECK ETF TRUST | $61.89万 | 0.27% | 11,688 | -6,483 | -35.7% | -$34.33万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $63.39万 | 0.28% | 12,024 | 12,024 | — | $63.39万 | 新建仓 |
| PAVE | GLOBAL X FDS | $63.98万 | 0.28% | 10,858 | 585 | 5.7% | $3.45万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $64.02万 | 0.28% | 21,541 | 4 | 0.0% | $119 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $65.99万 | 0.29% | 22,323 | 112 | 0.5% | $3,311 | 加仓 |
| ORCL | ORACLE CORP | $66.65万 | 0.29% | 4,548 | -219 | -4.6% | -$3.21万 | 减仓 |
| KO | COCA COLA CO | $69.47万 | 0.31% | 8,548 | 1,678 | 24.4% | $13.64万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $69.57万 | 0.31% | 7,743 | 211 | 2.8% | $1.90万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $69.84万 | 0.31% | 19,000 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $70.68万 | 0.31% | 2,513 | 592 | 30.8% | $16.65万 | 加仓 |
| T | AT&T INC | $72.54万 | 0.32% | 35,045 | 7,485 | 27.2% | $15.49万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $72.77万 | 0.32% | 23,117 | -4,245 | -15.5% | -$13.36万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $75.67万 | 0.33% | 155,708 | 4,470 | 3.0% | $2.17万 | 加仓 |
| — | UNIFIED SER TR | $76.27万 | 0.34% | 20,503 | 841 | 4.3% | $3.13万 | 加仓 |
| MS | MORGAN STANLEY | $76.84万 | 0.34% | 3,675 | 322 | 9.6% | $6.73万 | 加仓 |
| AMCR | AMCOR PLC | $78.13万 | 0.34% | 18,023 | 8,203 | 83.5% | $35.56万 | 加仓 |
| PGR | PROGRESSIVE CORP | $78.25万 | 0.34% | 3,582 | 187 | 5.5% | $4.09万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $79.08万 | 0.35% | 19,658 | 19,658 | — | $79.08万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $79.43万 | 0.35% | 6,286 | 1,165 | 22.7% | $14.72万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $80.16万 | 0.35% | 8,516 | 1,974 | 30.2% | $18.58万 | 加仓 |
| — | PROSHARES TR | $80.33万 | 0.35% | 12,258 | 2,078 | 20.4% | $13.62万 | 重新持有 |
| SPYV | SPDR SERIES TRUST | $80.65万 | 0.35% | 13,267 | 534 | 4.2% | $3.25万 | 加仓 |
| — | VANECK ETF TRUST | $81.60万 | 0.36% | 16,153 | 1,909 | 13.4% | $9.64万 | 加仓 |
| IVE | ISHARES TR | $82.42万 | 0.36% | 3,630 | 3,630 | — | $82.42万 | 新建仓 |
| WMT | WALMART INC | $84.37万 | 0.37% | 7,449 | 104 | 1.4% | $1.18万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $84.65万 | 0.37% | 12,446 | 12,446 | — | $84.65万 | 新建仓 |
| AZO | AUTOZONE INC | $86.29万 | 0.38% | 270 | 1 | 0.4% | $3,196 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $86.85万 | 0.38% | 19,851 | -46,942 | -70.3% | -$205.38万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $88.71万 | 0.39% | 5,613 | 3,342 | 147.2% | $52.82万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $89.89万 | 0.40% | 4,968 | -65 | -1.3% | -$1.18万 | 减仓 |
| CVX | CHEVRON CORPORATION | $94.47万 | 0.42% | 5,699 | 1,039 | 22.3% | $17.22万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $96.65万 | 0.42% | 25,051 | 35 | 0.1% | $1,350 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $97.15万 | 0.43% | 71,800 | -5,100 | -6.6% | -$6.90万 | 减仓 |
| IVW | ISHARES TR | $97.51万 | 0.43% | 7,090 | 7,090 | — | $97.51万 | 新建仓 |