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 |
|---|---|---|---|---|---|---|---|---|
| MBSF | VALUED ADVISERS TR | $2,518.64万 | 12.91% | 987,316 | -113,822 | -10.3% | -$290.36万 | 减仓 |
| — | ADVISOR MANAGED PORTFOLIOS | $844.30万 | 4.33% | 299,717 | 7,911 | 2.7% | $22.29万 | 加仓 |
| COP | CONOCOPHILLIPS | $652.65万 | 3.35% | 49,443 | -16,199 | -24.7% | -$213.83万 | 减仓 |
| AAPL | APPLE INC | $645.79万 | 3.31% | 25,446 | 1,095 | 4.5% | $27.79万 | 加仓 |
| TSLA | TESLA INC | $490.23万 | 2.51% | 13,187 | 3,339 | 33.9% | $124.13万 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $483.01万 | 2.48% | 119,408 | 6,403 | 5.7% | $25.90万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $448.74万 | 2.30% | 73,988 | -11,554 | -13.5% | -$70.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $414.33万 | 2.12% | 6,371 | 104 | 1.7% | $6.76万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $370.78万 | 1.90% | 118,161 | 1,020 | 0.9% | $3.20万 | 加仓 |
| HD | HOME DEPOT INC | $364.18万 | 1.87% | 11,073 | -3,097 | -21.9% | -$101.86万 | 减仓 |
| KKR | KKR & CO INC | $340.04万 | 1.74% | 36,761 | 16,837 | 84.5% | $155.74万 | 加仓 |
| RAAX | VANECK ETF TRUST | $315.79万 | 1.62% | 77,570 | 2,957 | 4.0% | $12.04万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $297.88万 | 1.53% | 53,925 | -7,680 | -12.5% | -$42.42万 | 减仓 |
| AMGN | AMGEN INC | $276.55万 | 1.42% | 7,860 | -4,763 | -37.7% | -$167.59万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $269.81万 | 1.38% | 9,971 | 970 | 10.8% | $26.25万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $250.41万 | 1.28% | 66,793 | 8,542 | 14.7% | $32.02万 | 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 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $220.25万 | 1.13% | 431,855 | 138,677 | 47.3% | $70.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $213.33万 | 1.09% | 3,570 | 509 | 16.6% | $30.42万 | 加仓 |
| — | EXXON MOBIL CORP | $195.23万 | 1.00% | 11,507 | 3,769 | 48.7% | $63.94万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $177.13万 | 0.91% | 39,318 | 2,980 | 8.2% | $13.42万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $174.21万 | 0.89% | 23,028 | 19,507 | 554.0% | $147.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $172.60万 | 0.88% | 9,897 | 230 | 2.4% | $4.01万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $166.61万 | 0.85% | 36,602 | -12,915 | -26.1% | -$58.79万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $163.13万 | 0.84% | 22,781 | 22,781 | — | $163.13万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $160.90万 | 0.82% | 71,008 | 26,303 | 58.8% | $59.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $148.59万 | 0.76% | 4,014 | -491 | -10.9% | -$18.18万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $148.01万 | 0.76% | 5,056 | -350 | -6.5% | -$10.25万 | 减仓 |
| IAUX | I-80 GOLD CORP | $145.39万 | 0.75% | 956,500 | 141,900 | 17.4% | $21.57万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $142.65万 | 0.73% | 32,848 | -193 | -0.6% | -$8,382 | 减仓 |
| QLD | PROSHARES TR | $132.47万 | 0.68% | 21,717 | -6,765 | -23.8% | -$41.27万 | 减仓 |
| ACI | ALBERTSONS COS INC | $131.04万 | 0.67% | 76,900 | 5,600 | 7.9% | $9.54万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $125.41万 | 0.64% | 23,680 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $123.82万 | 0.63% | 5,945 | -2,064 | -25.8% | -$42.99万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $122.28万 | 0.63% | 25,526 | -334 | -1.3% | -$1.60万 | 减仓 |
| BIL | SPDR SERIES TRUST | $115.93万 | 0.59% | 12,651 | -840 | -6.2% | -$7.70万 | 减仓 |
| AVGO | BROADCOM INC | $115.66万 | 0.59% | 3,737 | -93 | -2.4% | -$2.88万 | 减仓 |
| GOOG | ALPHABET INC | $113.40万 | 0.58% | 3,953 | -351 | -8.2% | -$10.07万 | 减仓 |
| PIT | VANECK ETF TRUST | $111.67万 | 0.57% | 15,430 | -1,960 | -11.3% | -$14.18万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $110.30万 | 0.57% | 32,663 | 15,301 | 88.1% | $51.67万 | 加仓 |
| V | VISA INC | $109.62万 | 0.56% | 3,627 | -321 | -8.1% | -$9.70万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $105.98万 | 0.54% | 2,121 | -248 | -10.5% | -$12.39万 | 减仓 |
| IWF | ISHARES TR | $101.61万 | 0.52% | 2,383 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $96.42万 | 0.49% | 4,660 | 568 | 13.9% | $11.75万 | 加仓 |
| CLOI | VANECK ETF TRUST | $95.76万 | 0.49% | 18,171 | 3,306 | 22.2% | $17.42万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $94.68万 | 0.49% | 18,552 | 18,552 | — | $94.68万 | 新建仓 |
| WMT | WALMART INC | $91.28万 | 0.47% | 7,345 | -338 | -4.4% | -$4.20万 | 减仓 |
| AZO | AUTOZONE INC | $90.86万 | 0.47% | 269 | -16 | -5.6% | -$5.40万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $89.84万 | 0.46% | 6,220 | 523 | 9.2% | $7.55万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $88.58万 | 0.45% | 25,016 | -638 | -2.5% | -$2.26万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $84.58万 | 0.43% | 27,362 | 2,171 | 8.6% | $6.71万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $83.22万 | 0.43% | 5,033 | 119 | 2.4% | $1.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $82.86万 | 0.42% | 2,817 | 333 | 13.4% | $9.80万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $82.24万 | 0.42% | 40,352 | 40,352 | — | $82.24万 | 新建仓 |
| T | AT&T INC | $79.90万 | 0.41% | 27,560 | -55 | -0.2% | -$1,594 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $75.56万 | 0.39% | 22,211 | 902 | 4.2% | $3.07万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $74.76万 | 0.38% | 30,651 | -6,085 | -16.6% | -$14.84万 | 减仓 |
| — | UNIFIED SER TR | $74.22万 | 0.38% | 19,662 | 407 | 2.1% | $1.54万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $73.65万 | 0.38% | 151,238 | -261,178 | -63.3% | -$127.19万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $72.08万 | 0.37% | 2,133 | 117 | 5.8% | $3.95万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $72.04万 | 0.37% | 12,733 | 538 | 4.4% | $3.04万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $71.90万 | 0.37% | 19,000 | -357 | -1.8% | -$1.35万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $71.37万 | 0.37% | 5,121 | 112 | 2.2% | $1.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $71.23万 | 0.37% | 2,914 | 203 | 7.5% | $4.96万 | 加仓 |
| — | VANECK ETF TRUST | $71.20万 | 0.36% | 14,244 | -15,587 | -52.3% | -$77.91万 | 减仓 |
| ORCL | ORACLE CORP | $70.13万 | 0.36% | 4,767 | -1,361 | -22.2% | -$20.02万 | 减仓 |
| GLD | SPDR GOLD TR | $69.84万 | 0.36% | 1,623 | 87 | 5.7% | $3.74万 | 加仓 |
| PGR | PROGRESSIVE CORP | $67.30万 | 0.35% | 3,395 | -119 | -3.4% | -$2.36万 | 减仓 |
| LLY | ELI LILLY & CO | $63.92万 | 0.33% | 695 | -107 | -13.3% | -$9.84万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $63.12万 | 0.32% | 1,445 | -6 | -0.4% | -$2,621 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $60.30万 | 0.31% | 21,537 | 1,144 | 5.6% | $3.20万 | 加仓 |
| ROST | ROSS STORES INC | $59.62万 | 0.31% | 2,752 | -1,213 | -30.6% | -$26.28万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $57.68万 | 0.30% | 12,177 | 4,807 | 65.2% | $22.77万 | 加仓 |
| — | SILA REALTY TRUST INC | $56.70万 | 0.29% | 23,946 | -1,895 | -7.3% | -$4.49万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $56.23万 | 0.29% | 6,980 | 1,806 | 34.9% | $14.55万 | 加仓 |
| MS | MORGAN STANLEY | $55.18万 | 0.28% | 3,353 | 246 | 7.9% | $4.05万 | 加仓 |
| GDX | VANECK ETF TRUST | $54.64万 | 0.28% | 5,954 | -3,355 | -36.0% | -$30.79万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $53.54万 | 0.27% | 5,800 | -301 | -4.9% | -$2.78万 | 减仓 |
| IVV | ISHARES TR | $52.58万 | 0.27% | 805 | -65 | -7.5% | -$4.25万 | 减仓 |
| KO | COCA COLA CO | $52.25万 | 0.27% | 6,870 | 990 | 16.8% | $7.53万 | 加仓 |
| PAVE | GLOBAL X FDS | $52.20万 | 0.27% | 10,273 | -1,591 | -13.4% | -$8.08万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $51.44万 | 0.26% | 10,609 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $51.08万 | 0.26% | 1,512 | -66 | -4.2% | -$2.23万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $50.87万 | 0.26% | 15,275 | -1,311 | -7.9% | -$4.37万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $50.86万 | 0.26% | 2,650 | 662 | 33.3% | $12.71万 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $50.86万 | 0.26% | 9,925 | 804 | 8.8% | $4.12万 | 加仓 |
| NOW | SERVICENOW INC | $50.83万 | 0.26% | 4,862 | 1,780 | 57.8% | $18.61万 | 加仓 |
| AMLP | ALPS ETF TR | $50.03万 | 0.26% | 9,504 | 1,972 | 26.2% | $10.38万 | 加仓 |
| CMI | CUMMINS INC | $49.98万 | 0.26% | 929 | -440 | -32.1% | -$23.67万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $49.86万 | 0.26% | 3,808 | 583 | 18.1% | $7.63万 | 加仓 |
| DX | DYNEX CAP INC | $49.76万 | 0.26% | 39,000 | 8,000 | 25.8% | $10.21万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $49.52万 | 0.25% | 1,745 | 228 | 15.0% | $6.47万 | 加仓 |
| META | META PLATFORMS INC | $49.37万 | 0.25% | 863 | 235 | 37.4% | $13.45万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $48.56万 | 0.25% | 574 | 19 | 3.4% | $1.61万 | 加仓 |
| NVR | NVR INC | $48.11万 | 0.25% | 73 | -1 | -1.4% | -$6,590 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $47.21万 | 0.24% | 7,532 | 344 | 4.8% | $2.16万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $47.10万 | 0.24% | 6,898 | 189 | 2.8% | $1.29万 | 加仓 |
| SHOP | SHOPIFY INC | $46.95万 | 0.24% | 3,958 | -179 | -4.3% | -$2.12万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $46.76万 | 0.24% | 9,330 | 3,455 | 58.8% | $17.32万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.56万 | 0.24% | 1,921 | 230 | 13.6% | $5.57万 | 加仓 |