13F 机构持仓

Castleview Partners, LLC

DALLAS TX · SEC CIK 0001737088

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.28亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MBSF 11.2%
ADVISOR MANAGE 4.0%
TSLA 3.2%
AAPL 3.1%
NOMURA ETF TR 2.5%
HD 2.2%
COP 2.2%
MANAGED PORTFO 2.1%
BMY 2.1%
SPY 2.1%

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 1846.3% $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 9259.6% $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 3,04810.7% $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 3119.9% $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 1622.4% $8,388 加仓
VEU VANGUARD INTL EQUITY INDEX F $36.66万0.16%4,377 2285.5% $1.91万 加仓
AEM AGNICO EAGLE MINES LTD $36.69万0.16%2,365 1,12190.1% $17.39万 加仓
VUSB VANGUARD BD INDEX FDS $37.08万0.16%7,449 1532.1% $7,616 加仓
FSTA FIDELITY COVINGTON TRUST $37.48万0.16%7,134 3495.1% $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 27424.6% $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 86713.1% $4.60万 加仓
HPQ HP INC $39.92万0.18%18,193 5,39542.2% $11.84万 加仓
ETR ENTERGY CORP NEW $40.13万0.18%3,494 62321.7% $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 00.0% — 不变
— EVOLUTION PETE CORP $42.46万0.19%115,393 20,09321.1% $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 00.0% — 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 2144.3% $1.83万 加仓
VZ VERIZON COMMUNICATIONS INC $44.76万0.20%10,571 2,24627.0% $9.51万 加仓
SHOP SHOPIFY INC $45.80万0.20%4,011 531.3% $6,052 加仓
WMB WILLIAMS COS INC $46.57万0.20%6,264 1,05420.2% $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 2,06429.6% $10.87万 加仓
LNG CHENIERE ENERGY INC $47.86万0.21%2,002 25714.7% $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 1234.1% $2.00万 加仓
UPS UNITED PARCEL SVCS INC $50.55万0.22%4,701 1,06029.1% $11.40万 加仓
— VANECK ETF TRUST $50.64万0.22%4,248 47412.6% $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 00.0% — 不变
AMLP ALPS ETF TR $51.48万0.23%9,929 4254.5% $2.20万 加仓
PFE PFIZER INC $51.53万0.23%21,400 5,13831.6% $12.37万 加仓
FITB FIFTH THIRD BANCORP $52.17万0.23%9,254 1,75423.4% $9.89万 加仓
ACGL ARCH CAP GROUP LTD $53.72万0.24%5,535 88018.9% $8.54万 加仓
GOOGL ALPHABET INC $53.90万0.24%1,508 36231.6% $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 72014.8% $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%2,663 130.5% $2,766 加仓
HRL HORMEL FOODS CORP $57.01万0.25%22,970 7,78051.2% $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 6386.4% $3.50万 加仓
GS GOLDMAN SACHS GROUP INC $58.25万0.26%576 20.3% $2,023 加仓
TFC TRUIST FINL CORP $58.39万0.26%11,720 2,27824.1% $11.35万 加仓
META META PLATFORMS INC $58.41万0.26%1,037 17420.2% $9.80万 加仓
PSLV SPROTT ASSET MANAGEMENT LP $58.67万0.26%31,090 4391.4% $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 1,59531.2% $14.02万 加仓
ADM ARCHER DANIELS MIDLAND CO $59.84万0.26%7,832 1,80129.9% $13.76万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $60.02万0.26%7,405 5077.3% $4.11万 加仓
DUK DUKE ENERGY CORP NEW $61.43万0.27%4,852 1,04427.4% $13.22万 加仓
DFEB FIRST TR EXCHNG TRADED FD VI $61.71万0.27%12,222 450.4% $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 5855.7% $3.45万 加仓
BUFD FIRST TR EXCHNG TRADED FD VI $64.02万0.28%21,541 40.0% $119 加仓
FENY FIDELITY COVINGTON TRUST $65.99万0.29%22,323 1120.5% $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 1,67824.4% $13.64万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $69.57万0.31%7,743 2112.8% $1.90万 加仓
EPD ENTERPRISE PRODS PARTNERS L $69.84万0.31%19,000 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $70.68万0.31%2,513 59230.8% $16.65万 加仓
T AT&T INC $72.54万0.32%35,045 7,48527.2% $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 4,4703.0% $2.17万 加仓
— UNIFIED SER TR $76.27万0.34%20,503 8414.3% $3.13万 加仓
MS MORGAN STANLEY $76.84万0.34%3,675 3229.6% $6.73万 加仓
AMCR AMCOR PLC $78.13万0.34%18,023 8,20383.5% $35.56万 加仓
PGR PROGRESSIVE CORP $78.25万0.34%3,582 1875.5% $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 1,16522.7% $14.72万 加仓
SWK STANLEY BLACK & DECKER INC $80.16万0.35%8,516 1,97430.2% $18.58万 加仓
— PROSHARES TR $80.33万0.35%12,258 2,07820.4% $13.62万 重新持有
SPYV SPDR SERIES TRUST $80.65万0.35%13,267 5344.2% $3.25万 加仓
— VANECK ETF TRUST $81.60万0.36%16,153 1,90913.4% $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 1041.4% $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 10.4% $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 3,342147.2% $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 1,03922.3% $17.22万 加仓
SFLR INNOVATOR ETFS TRUST $96.65万0.42%25,051 350.1% $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