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 |
|---|---|---|---|---|---|---|---|---|
| — | TIDAL TRUST I | $0 | 0.00% | 0 | -52,691 | -100.0% | -$120.78万 | 清仓 |
| CLIP | GLOBAL X FDS | $0 | 0.00% | 0 | -10,921 | -100.0% | -$109.33万 | 清仓 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | -26,063 | -100.0% | -$94.43万 | 清仓 |
| PCMM | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -16,297 | -100.0% | -$81.68万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBBS | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -8,390 | -100.0% | -$43.19万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,775 | -100.0% | -$34.77万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -17,571 | -100.0% | -$34.40万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -972 | -100.0% | -$34.02万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -7,436 | -100.0% | -$31.01万 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,537 | -100.0% | -$29.65万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -483 | -100.0% | -$27.36万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -845 | -100.0% | -$26.91万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IREN | IREN LIMITED | $0 | 0.00% | 0 | -6,905 | -100.0% | -$26.08万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -490 | -100.0% | -$23.02万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,300 | -100.0% | -$21.93万 | 清仓 |
| REZ | ISHARES TR | $0 | 0.00% | 0 | -2,651 | -100.0% | -$21.91万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,133 | -100.0% | -$21.31万 | 清仓 |
| OXLC | OXFORD LANE CAP CORP | $0 | 0.00% | 0 | -14,400 | -100.0% | -$21.08万 | 清仓 |
| — | EAGLE POINT CREDIT COMPANY I | $0 | 0.00% | 0 | -36,200 | -100.0% | -$20.85万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -10,199 | -100.0% | -$11.69万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -18,572 | -100.0% | -$8.91万 | 清仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $0 | 0.00% | 0 | -16,658 | -100.0% | -$6.83万 | 清仓 |
| BMBL | BUMBLE INC | $0 | 0.00% | 0 | -11,500 | -100.0% | -$4.11万 | 清仓 |
| — | GREENLAND MINES LTD | $3,300 | 0.00% | 10,000 | 10,000 | — | $3,300 | 新建仓 |
| — | REVIVA PHARMACEUTCLS HLDGS I | $1.15万 | 0.01% | 15,694 | 15,694 | — | $1.15万 | 新建仓 |
| — | DIANA SHIPPING INC | $3.18万 | 0.02% | 12,731 | 0 | 0.0% | — | 不变 |
| TIGR | UP FINTECH HLDG LTD | $7.40万 | 0.04% | 11,753 | 11,753 | — | $7.40万 | 新建仓 |
| BBDC | BARINGS BDC INC | $10.06万 | 0.05% | 12,225 | -1,341 | -9.9% | -$1.10万 | 减仓 |
| OPRT | OPORTUN FINL CORP | $10.18万 | 0.05% | 22,093 | 22,093 | — | $10.18万 | 新建仓 |
| — | TENAYA THERAPEUTICS INC | $10.60万 | 0.05% | 153,137 | 153,137 | — | $10.60万 | 新建仓 |
| FSK | FS KKR CAP CORP | $11.11万 | 0.06% | 10,917 | 0 | 0.0% | — | 不变 |
| VOXR | VOX ROYALTY CORP | $11.42万 | 0.06% | 21,800 | 21,800 | — | $11.42万 | 新建仓 |
| — | ARES COML REAL ESTATE CORP | $11.91万 | 0.06% | 24,816 | 24,816 | — | $11.91万 | 新建仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $13.01万 | 0.07% | 16,857 | 16,857 | — | $13.01万 | 新建仓 |
| BTG | B2GOLD CORP | $14.95万 | 0.08% | 33,000 | 12,000 | 57.1% | $5.44万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $20.38万 | 0.10% | 4,050 | 4,050 | — | $20.38万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $20.78万 | 0.11% | 360 | 28 | 8.4% | $1.62万 | 加仓 |
| HAP | VANECK ETF TRUST | $20.86万 | 0.11% | 2,879 | 2,879 | — | $20.86万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $20.89万 | 0.11% | 3,400 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC | $20.98万 | 0.11% | 6,665 | 6,665 | — | $20.98万 | 新建仓 |
| URI | UNITED RENTALS INC | $21.35万 | 0.11% | 293 | 293 | — | $21.35万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $21.36万 | 0.11% | 2,970 | -328 | -9.9% | -$2.36万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $21.40万 | 0.11% | 3,007 | 3,007 | — | $21.40万 | 新建仓 |
| VVV | VALVOLINE INC | $22.12万 | 0.11% | 6,567 | 6,567 | — | $22.12万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $23.21万 | 0.12% | 11,364 | 11,364 | — | $23.21万 | 新建仓 |
| CCJ | CAMECO CORP | $23.24万 | 0.12% | 2,140 | -2,015 | -48.5% | -$21.88万 | 减仓 |
| IBN | ICICI BANK LIMITED | $23.35万 | 0.12% | 9,017 | 1,239 | 15.9% | $3.21万 | 加仓 |
| IDXX | IDEXX LABS INC | $23.60万 | 0.12% | 420 | -85 | -16.8% | -$4.78万 | 减仓 |
| SSO | PROSHARES TR | $23.72万 | 0.12% | 4,573 | -1,483 | -24.5% | -$7.69万 | 减仓 |
| DIS | DISNEY WALT CO | $24.16万 | 0.12% | 2,507 | -197 | -7.3% | -$1.90万 | 减仓 |
| AON | AON PLC | $24.24万 | 0.12% | 751 | -159 | -17.5% | -$5.13万 | 减仓 |
| HPQ | HP INC | $24.59万 | 0.13% | 12,798 | 12,798 | — | $24.59万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.65万 | 0.13% | 1,685 | 310 | 22.5% | $4.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.73万 | 0.13% | 516 | 32 | 6.6% | $1.53万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $25.17万 | 0.13% | 1,570 | 1,570 | — | $25.17万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $25.25万 | 0.13% | 1,244 | -156 | -11.1% | -$3.17万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.81万 | 0.13% | 259 | 8 | 3.2% | $7,971 | 加仓 |
| FAST | FASTENAL CO | $26.04万 | 0.13% | 5,611 | -302 | -5.1% | -$1.40万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $26.26万 | 0.13% | 5,861 | -353 | -5.7% | -$1.58万 | 减仓 |
| DE | DEERE & CO | $26.31万 | 0.13% | 467 | -2 | -0.4% | -$1,127 | 减仓 |
| CVE | CENOVUS ENERGY INC | $26.53万 | 0.14% | 10,000 | -300 | -2.9% | -$7,959 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $26.54万 | 0.14% | 5,028 | -129 | -2.5% | -$6,809 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $26.91万 | 0.14% | 8,168 | 164 | 2.0% | $5,404 | 加仓 |
| ET | ENERGY TRANSFER L P | $27.29万 | 0.14% | 14,141 | -981 | -6.5% | -$1.89万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $27.53万 | 0.14% | 2,206 | 2,206 | — | $27.53万 | 新建仓 |
| COPX | GLOBAL X FDS | $27.76万 | 0.14% | 3,636 | 385 | 11.8% | $2.94万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $28.09万 | 0.14% | 7,507 | -402 | -5.1% | -$1.50万 | 减仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $28.09万 | 0.14% | 7,703 | 426 | 5.9% | $1.55万 | 加仓 |
| IWR | ISHARES TR | $28.25万 | 0.14% | 2,906 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $28.27万 | 0.14% | 3,156 | -625 | -16.5% | -$5.60万 | 减仓 |
| CACI | CACI INTL INC | $28.44万 | 0.15% | 523 | 52 | 11.0% | $2.83万 | 加仓 |
| AGNC | AGNC INVT CORP | $28.65万 | 0.15% | 28,564 | -11,600 | -28.9% | -$11.63万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $29.02万 | 0.15% | 1,115 | 172 | 18.2% | $4.48万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $29.04万 | 0.15% | 9,590 | -4,859 | -33.6% | -$14.71万 | 减仓 |
| ASML | ASML HLDG NV | $29.32万 | 0.15% | 222 | 222 | — | $29.32万 | 新建仓 |
| TJX | TJX COS INC NEW | $29.51万 | 0.15% | 1,848 | 140 | 8.2% | $2.24万 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $30.02万 | 0.15% | 5,448 | -103 | -1.9% | -$5,675 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $30.41万 | 0.16% | 6,240 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $30.41万 | 0.16% | 6,662 | 476 | 7.7% | $2.17万 | 加仓 |
| MSCI | MSCI INC | $30.72万 | 0.16% | 570 | -115 | -16.8% | -$6.20万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.16万 | 0.16% | 4,149 | 1,257 | 43.5% | $9.44万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $31.17万 | 0.16% | 1,572 | -166 | -9.6% | -$3.29万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $31.39万 | 0.16% | 5,437 | 4 | 0.1% | $231 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $31.69万 | 0.16% | 3,163 | 3,163 | — | $31.69万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $31.94万 | 0.16% | 6,809 | 1,116 | 19.6% | $5.24万 | 加仓 |
| CAT | CATERPILLAR INC | $32.16万 | 0.16% | 454 | -533 | -54.0% | -$37.76万 | 减仓 |
| ETR | ENTERGY CORP NEW | $32.26万 | 0.17% | 2,871 | 2,871 | — | $32.26万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $32.32万 | 0.17% | 8,012 | 5,191 | 184.0% | $20.94万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $32.44万 | 0.17% | 660 | -18 | -2.7% | -$8,848 | 减仓 |
| GOOGL | ALPHABET INC | $32.95万 | 0.17% | 1,146 | -2 | -0.2% | -$575 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $33.63万 | 0.17% | 2,271 | 2,271 | — | $33.63万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $33.69万 | 0.17% | 4,960 | 175 | 3.7% | $1.19万 | 加仓 |
| PEP | PEPSICO INC | $33.93万 | 0.17% | 2,185 | -1 | -0.0% | -$155 | 减仓 |
| HRL | HORMEL FOODS CORP | $34.41万 | 0.18% | 15,190 | 3,781 | 33.1% | $8.56万 | 加仓 |
| MCO | MOODYS CORP | $34.73万 | 0.18% | 796 | -47 | -5.6% | -$2.05万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $34.84万 | 0.18% | 7,500 | 850 | 12.8% | $3.95万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $34.93万 | 0.18% | 512 | -1 | -0.2% | -$682 | 减仓 |