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
MQQQ INVESTMENT MANAGERS SER TR I $56.14万0.25%2,286 2,286— $56.14万 新建仓
GLD SPDR GOLD TR $55.99万0.25%1,520 -103-6.3% -$3.79万 减仓
QFLR INNOVATOR ETFS TRUST $55.66万0.24%15,259 -16-0.1% -$584 减仓
NOW SERVICENOW INC $55.42万0.24%5,582 72014.8% $7.15万 加仓
FMAR FIRST TR EXCHNG TRADED FD VI $55.21万0.24%10,564 -45-0.4% -$2,352 减仓
GOOGL ALPHABET INC $53.90万0.24%1,508 36231.6% $12.94万 加仓
ACGL ARCH CAP GROUP LTD $53.72万0.24%5,535 88018.9% $8.54万 加仓
FITB FIFTH THIRD BANCORP $52.17万0.23%9,254 1,75423.4% $9.89万 加仓
PFE PFIZER INC $51.53万0.23%21,400 5,13831.6% $12.37万 加仓
AMLP ALPS ETF TR $51.48万0.23%9,929 4254.5% $2.20万 加仓
DX DYNEX CAP INC $51.13万0.22%39,000 00.0% — 不变
TQQQ PROSHARES TR $50.67万0.22%6,255 -3,420-35.3% -$27.70万 减仓
— VANECK ETF TRUST $50.64万0.22%4,248 47412.6% $5.65万 加仓
UPS UNITED PARCEL SVCS INC $50.55万0.22%4,701 1,06029.1% $11.40万 加仓
EXPD EXPEDITORS INTL WASH INC $50.46万0.22%3,096 1234.1% $2.00万 加仓
NVR NVR INC $49.06万0.22%72 -1-1.4% -$6,813 减仓
LNG CHENIERE ENERGY INC $47.86万0.21%2,002 25714.7% $6.14万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $47.62万0.21%9,044 2,06429.6% $10.87万 加仓
— FIDELITY MERRIMACK STR TR $47.21万0.21%9,413 9,413— $47.21万 新建仓
ORLY OREILLY AUTOMOTIVE INC $47.09万0.21%5,113 -687-11.8% -$6.33万 减仓
SMH VANECK ETF TRUST $47.03万0.21%717 717— $47.03万 新建仓
WMB WILLIAMS COS INC $46.57万0.20%6,264 1,05420.2% $7.84万 加仓
SHOP SHOPIFY INC $45.80万0.20%4,011 531.3% $6,052 加仓
VZ VERIZON COMMUNICATIONS INC $44.76万0.20%10,571 2,24627.0% $9.51万 加仓
JMOM J P MORGAN EXCHANGE TRADED F $44.22万0.19%5,174 2144.3% $1.83万 加仓
AHR AMERICAN HEALTHCARE REIT INC $44.20万0.19%8,476 -201-2.3% -$1.05万 减仓
ASML ASML HLDG NV $44.17万0.19%222 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $43.39万0.19%747 747— $43.39万 新建仓
— EVOLUTION PETE CORP $42.46万0.19%115,393 20,09321.1% $7.39万 加仓
CL COLGATE PALMOLIVE CO $41.60万0.18%4,537 00.0% — 不变
SHLD GLOBAL X FDS $41.46万0.18%6,943 6,943— $41.46万 新建仓
GDX VANECK ETF TRUST $40.96万0.18%5,429 -525-8.8% -$3.96万 减仓
ETR ENTERGY CORP NEW $40.13万0.18%3,494 62321.7% $7.16万 加仓
HPQ HP INC $39.92万0.18%18,193 5,39542.2% $11.84万 加仓
XLE SELECT SECTOR SPDR TR $39.77万0.17%7,489 86713.1% $4.60万 加仓
DJAN FIRST TR EXCHNG TRADED FD VI $38.72万0.17%8,506 -1-0.0% -$46 减仓
ITW ILLINOIS TOOL WKS INC $37.58万0.17%1,389 27424.6% $7.41万 加仓
IALT BLACKROCK ETF TRUST $37.50万0.16%13,369 13,369— $37.50万 新建仓
FSTA FIDELITY COVINGTON TRUST $37.48万0.16%7,134 3495.1% $1.83万 加仓
VUSB VANGUARD BD INDEX FDS $37.08万0.16%7,449 1532.1% $7,616 加仓
AEM AGNICO EAGLE MINES LTD $36.69万0.16%2,365 1,12190.1% $17.39万 加仓
VEU VANGUARD INTL EQUITY INDEX F $36.66万0.16%4,377 2285.5% $1.91万 加仓
SPEM SPDR INDEX SHS FDS $36.10万0.16%6,971 1622.4% $8,388 加仓
RGLD ROYAL GOLD INC $35.93万0.16%1,800 1,800— $35.93万 新建仓
SBUX STARBUCKS CORP $35.43万0.16%3,467 3119.9% $3.18万 加仓
MCO MOODYS CORP $35.28万0.16%779 -17-2.1% -$7,700 减仓
AGNC AGNC INVT CORP $34.46万0.15%31,612 3,04810.7% $3.32万 加仓
XLSR SSGA ACTIVE TR $34.25万0.15%5,280 -157-2.9% -$1.02万 减仓
SMA SMARTSTOP SELF STORAG REIT I $34.18万0.15%10,515 9259.6% $3.01万 加仓
VWO VANGUARD INTL EQUITY INDEX F $34.09万0.15%5,711 5,711— $34.09万 新建仓
IWR ISHARES TR $34.09万0.15%3,090 1846.3% $2.03万 加仓
BLCR BLACKROCK ETF TRUST $33.34万0.15%6,619 6,619— $33.34万 新建仓
EQAL INVESCO EXCH TRADED FD TR II $33.30万0.15%5,620 1723.2% $1.02万 加仓
LRCX LAM RESEARCH CORP $33.24万0.15%767 767— $33.24万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $32.99万0.14%658 -2-0.3% -$1,003 减仓
QQQ INVESCO QQQ TR $32.97万0.14%447 8724.2% $6.42万 加仓
BPRE BLUEROCK PVT REAL ESTATE FD $32.45万0.14%24,940 1,8237.9% $2.37万 加仓
MSCI MSCI INC $31.42万0.14%561 -9-1.6% -$5,040 减仓
PECO PHILLIPS EDISON & CO INC $31.24万0.14%7,507 00.0% — 不变
SSO PROSHARES TR $31.23万0.14%4,635 621.4% $4,178 加仓
PDBA INVESCO ACTVELY MNGD ETC FD $31.10万0.14%8,730 1,02713.3% $3.66万 加仓
DE DEERE & CO $31.08万0.14%490 234.9% $1.46万 加仓
SCHE SCHWAB STRATEGIC TR $30.92万0.14%8,528 3604.4% $1.31万 加仓
THRO BLACKROCK ETF TRUST $30.85万0.14%7,156 7,156— $30.85万 新建仓
DPZ DOMINOS PIZZA INC $30.37万0.13%1,026 -36-3.4% -$1.07万 减仓
NKE NIKE INC $29.90万0.13%7,283 7,283— $29.90万 新建仓
CACI CACI INTL INC $28.72万0.13%620 9718.5% $4.49万 加仓
TBIL RBB FD INC $28.36万0.12%5,688 5,688— $28.36万 新建仓
SHY ISHARES TR $28.23万0.12%3,438 -2,145-38.4% -$17.62万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $28.17万0.12%563 479.1% $2.35万 加仓
DFIV DIMENSIONAL ETF TRUST $28.14万0.12%5,210 1823.6% $9,832 加仓
PEP PEPSICO INC $28.08万0.12%2,074 -111-5.1% -$1.50万 减仓
FRDM EA SERIES TRUST $27.85万0.12%3,820 3,820— $27.85万 新建仓
ET ENERGY TRANSFER L P $27.12万0.12%14,181 400.3% $765 加仓
GE GE AEROSPACE $27.10万0.12%725 725— $27.10万 新建仓
IQV IQVIA HLDGS INC $26.66万0.12%1,380 1,380— $26.66万 新建仓
FAST FASTENAL CO $26.42万0.12%5,501 -110-2.0% -$5,283 减仓
SPYG SPDR SERIES TRUST $26.37万0.12%2,216 1577.6% $1.87万 重新持有
DIS DISNEY WALT CO $26.29万0.12%2,731 2248.9% $2.16万 加仓
INTC INTEL CORP $26.26万0.12%1,881 1,881— $26.26万 新建仓
FTSL FIRST TR EXCHANGE-TRADED FD $26.18万0.12%5,850 -11-0.2% -$492 减仓
NOC NORTHROP GRUMMAN CORP $25.98万0.11%510 -2-0.4% -$1,019 减仓
— SILA REALTY TRUST INC $25.39万0.11%8,361 -15,585-65.1% -$47.32万 减仓
XBI SPDR SERIES TRUST $25.35万0.11%1,602 1,602— $25.35万 新建仓
VTR VENTAS INC $25.22万0.11%2,840 2,840— $25.22万 新建仓
LSTR LANDSTAR SYS INC $25.04万0.11%1,211 -359-22.9% -$7.42万 减仓
COST COSTCO WHOLESALE CORPORATION $24.88万0.11%266 72.7% $6,548 加仓
CNQ CANADIAN NAT RES LTD MED TER $24.65万0.11%6,240 00.0% — 不变
SPDW SPDR INDEX SHS FDS $23.86万0.10%4,735 -1,927-28.9% -$9.71万 减仓
CSGP COSTAR GROUP INC $23.78万0.10%8,398 3864.8% $1.09万 加仓
VVV VALVOLINE INC $23.74万0.10%6,004 -563-8.6% -$2.23万 减仓
BSCS INVESCO EXCH TRD SLF IDX FD $23.68万0.10%11,628 2642.3% $5,376 加仓
ICSH ISHARES TR $23.45万0.10%4,636 4,636— $23.45万 新建仓
CCJ CAMECO CORP $23.29万0.10%2,286 1466.8% $1.49万 加仓
COPX GLOBAL X FDS $23.24万0.10%3,019 -617-17.0% -$4.75万 减仓
EXI ISHARES TR $23.10万0.10%1,152 1,152— $23.10万 新建仓
IDXX IDEXX LABS INC $22.27万0.10%423 30.7% $1,579 加仓
HAP VANECK ETF TRUST $22.26万0.10%3,245 36612.7% $2.51万 加仓
UNP UNION PAC CORP $22.20万0.10%816 816— $22.20万 新建仓
SLV ISHARES SILVER TR $22.10万0.10%4,134 4,134— $22.10万 新建仓