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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | $98.04万 | 0.43% | 6,069 | 6,069 | — | $98.04万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $101.99万 | 0.45% | 3,115 | 298 | 10.6% | $9.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $102.71万 | 0.45% | 4,044 | 1,130 | 38.8% | $28.70万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $105.68万 | 0.46% | 7,207 | 987 | 15.9% | $14.47万 | 加仓 |
| LLY | ELI LILLY & CO | $109.03万 | 0.48% | 909 | 214 | 30.8% | $25.67万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $109.81万 | 0.48% | 2,138 | 17 | 0.8% | $8,731 | 加仓 |
| PIT | VANECK ETF TRUST | $114.00万 | 0.50% | 17,270 | 1,840 | 11.9% | $12.15万 | 加仓 |
| IWF | ISHARES TR | $114.12万 | 0.50% | 9,191 | -341 | -3.6% | -$4.23万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $115.53万 | 0.51% | 33,845 | 33,845 | — | $115.53万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $115.93万 | 0.51% | 31,675 | 31,675 | — | $115.93万 | 新建仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $117.46万 | 0.52% | 56,500 | 16,148 | 40.0% | $33.57万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $121.22万 | 0.53% | 2,538 | 405 | 19.0% | $19.34万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $122.85万 | 0.54% | 23,680 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $123.82万 | 0.54% | 3,609 | -18 | -0.5% | -$6,176 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $127.64万 | 0.56% | 34,942 | 2,279 | 7.0% | $8.33万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $131.08万 | 0.58% | 25,526 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $141.25万 | 0.62% | 59,713 | -11,295 | -15.9% | -$26.72万 | 减仓 |
| AVGO | BROADCOM INC | $142.00万 | 0.62% | 3,759 | 22 | 0.6% | $8,311 | 加仓 |
| GOOG | ALPHABET INC | $142.11万 | 0.62% | 4,022 | 69 | 1.7% | $2.44万 | 加仓 |
| BIL | SPDR SERIES TRUST | $146.29万 | 0.64% | 15,963 | 3,312 | 26.2% | $30.35万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $150.73万 | 0.66% | 32,290 | -558 | -1.7% | -$2.60万 | 减仓 |
| — | EXXON MOBIL CORP | $152.17万 | 0.67% | 11,129 | -378 | -3.3% | -$5.17万 | 减仓 |
| AMZN | AMAZON COM INC | $155.09万 | 0.68% | 6,507 | 562 | 9.5% | $13.40万 | 加仓 |
| IAUX | I-80 GOLD CORP | $159.45万 | 0.70% | 1,107,300 | 150,800 | 15.8% | $21.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $159.68万 | 0.70% | 4,280 | 266 | 6.6% | $9.92万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $165.37万 | 0.73% | 34,662 | -1,940 | -5.3% | -$9.26万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $181.90万 | 0.80% | 4,703 | -353 | -7.0% | -$13.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $183.04万 | 0.80% | 9,147 | -750 | -7.6% | -$15.01万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $189.88万 | 0.83% | 49,205 | 9,887 | 25.1% | $38.15万 | 加仓 |
| ITOT | ISHARES TR | $200.95万 | 0.88% | 12,233 | 12,233 | — | $200.95万 | 新建仓 |
| RAAX | VANECK ETF TRUST | $222.52万 | 0.98% | 56,092 | -21,478 | -27.7% | -$85.20万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $223.45万 | 0.98% | 44,186 | -2,300 | -4.9% | -$11.63万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $232.01万 | 1.02% | 45,487 | 26,935 | 145.2% | $137.38万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $243.49万 | 1.07% | 487,964 | 56,109 | 13.0% | $28.00万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $248.76万 | 1.09% | 3,622 | 52 | 1.5% | $3.57万 | 加仓 |
| SYK | STRYKER CORPORATION | $262.32万 | 1.15% | 8,332 | 8,332 | — | $262.32万 | 新建仓 |
| QLD | PROSHARES TR | $289.27万 | 1.27% | 29,895 | 8,178 | 37.7% | $79.13万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $369.42万 | 1.62% | 8,888 | -1,083 | -10.9% | -$45.01万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $380.93万 | 1.67% | 117,314 | -847 | -0.7% | -$2.75万 | 减仓 |
| AMGN | AMGEN INC | $382.14万 | 1.68% | 10,552 | 2,692 | 34.2% | $97.49万 | 加仓 |
| KKR | KKR & CO INC | $440.24万 | 1.93% | 47,966 | 11,205 | 30.5% | $102.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $474.08万 | 2.08% | 6,348 | -23 | -0.4% | -$1.72万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $481.28万 | 2.12% | 83,526 | 9,538 | 12.9% | $54.96万 | 加仓 |
| — | MANAGED PORTFOLIO SER | $488.44万 | 2.15% | 104,523 | -14,885 | -12.5% | -$69.56万 | 减仓 |
| COP | CONOCOPHILLIPS | $489.93万 | 2.15% | 47,126 | -2,317 | -4.7% | -$24.09万 | 减仓 |
| HD | HOME DEPOT INC | $490.03万 | 2.15% | 13,894 | 2,821 | 25.5% | $99.49万 | 加仓 |
| — | NOMURA ETF TR | $568.22万 | 2.50% | 223,409 | 223,409 | — | $568.22万 | 新建仓 |
| AAPL | APPLE INC | $694.22万 | 3.05% | 23,991 | -1,455 | -5.7% | -$42.10万 | 减仓 |
| TSLA | TESLA INC | $730.70万 | 3.21% | 17,372 | 4,185 | 31.7% | $176.03万 | 加仓 |
| — | ADVISOR MANAGED PORTFOLIOS | $901.57万 | 3.96% | 330,184 | 30,467 | 10.2% | $83.19万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $2,539.26万 | 11.16% | 988,999 | 1,683 | 0.2% | $4.32万 | 加仓 |