Castleview Partners, LLC
DALLAS TX · SEC CIK 0001737088
$1.95亿2026Q1 申报市值
200持仓数
37.1%前十大占比 · 第一大 12.9%
28 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SIVR 新建仓+$163.13万
KKR 加仓+$155.74万
VBIL 加仓+$147.57万
TSLA 加仓+$124.13万
UYLD 新建仓+$94.68万
2026Q1 卖出最多 按季末市值估算
MBSF 减仓-$290.36万
COP 减仓-$213.83万
JPST 减仓-$181.18万
AMGN 减仓-$167.59万
XJQCX 减仓-$127.19万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | SIMPLIFY EXCHANGE TRADED FUN | $160.90万 | 0.82% | 71,008 | 26,303 | 58.8% | $59.60万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $163.13万 | 0.84% | 22,781 | 22,781 | — | $163.13万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $166.61万 | 0.85% | 36,602 | -12,915 | -26.1% | -$58.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $172.60万 | 0.88% | 9,897 | 230 | 2.4% | $4.01万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $174.21万 | 0.89% | 23,028 | 19,507 | 554.0% | $147.57万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $177.13万 | 0.91% | 39,318 | 2,980 | 8.2% | $13.42万 | 加仓 |
| — | EXXON MOBIL CORP | $195.23万 | 1.00% | 11,507 | 3,769 | 48.7% | $63.94万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $213.33万 | 1.09% | 3,570 | 509 | 16.6% | $30.42万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $220.25万 | 1.13% | 431,855 | 138,677 | 47.3% | $70.73万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $235.27万 | 1.21% | 46,486 | -35,799 | -43.5% | -$181.18万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $250.41万 | 1.28% | 66,793 | 8,542 | 14.7% | $32.02万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $269.81万 | 1.38% | 9,971 | 970 | 10.8% | $26.25万 | 加仓 |
| AMGN | AMGEN INC | $276.55万 | 1.42% | 7,860 | -4,763 | -37.7% | -$167.59万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $297.88万 | 1.53% | 53,925 | -7,680 | -12.5% | -$42.42万 | 减仓 |
| RAAX | VANECK ETF TRUST | $315.79万 | 1.62% | 77,570 | 2,957 | 4.0% | $12.04万 | 加仓 |
| KKR | KKR & CO INC | $340.04万 | 1.74% | 36,761 | 16,837 | 84.5% | $155.74万 | 加仓 |
| HD | HOME DEPOT INC | $364.18万 | 1.87% | 11,073 | -3,097 | -21.9% | -$101.86万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $370.78万 | 1.90% | 118,161 | 1,020 | 0.9% | $3.20万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $414.33万 | 2.12% | 6,371 | 104 | 1.7% | $6.76万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $448.74万 | 2.30% | 73,988 | -11,554 | -13.5% | -$70.08万 | 减仓 |
| — | MANAGED PORTFOLIO SERIES | $483.01万 | 2.48% | 119,408 | 6,403 | 5.7% | $25.90万 | 加仓 |
| TSLA | TESLA INC | $490.23万 | 2.51% | 13,187 | 3,339 | 33.9% | $124.13万 | 加仓 |
| AAPL | APPLE INC | $645.79万 | 3.31% | 25,446 | 1,095 | 4.5% | $27.79万 | 加仓 |
| COP | CONOCOPHILLIPS | $652.65万 | 3.35% | 49,443 | -16,199 | -24.7% | -$213.83万 | 减仓 |
| — | ADVISOR MANAGED PORTFOLIOS | $844.30万 | 4.33% | 299,717 | 7,911 | 2.7% | $22.29万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $2,518.64万 | 12.91% | 987,316 | -113,822 | -10.3% | -$290.36万 | 减仓 |