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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 720 | 14.8% | $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 | 362 | 31.6% | $12.94万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $53.72万 | 0.24% | 5,535 | 880 | 18.9% | $8.54万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $52.17万 | 0.23% | 9,254 | 1,754 | 23.4% | $9.89万 | 加仓 |
| PFE | PFIZER INC | $51.53万 | 0.23% | 21,400 | 5,138 | 31.6% | $12.37万 | 加仓 |
| AMLP | ALPS ETF TR | $51.48万 | 0.23% | 9,929 | 425 | 4.5% | $2.20万 | 加仓 |
| DX | DYNEX CAP INC | $51.13万 | 0.22% | 39,000 | 0 | 0.0% | — | 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 | 474 | 12.6% | $5.65万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $50.55万 | 0.22% | 4,701 | 1,060 | 29.1% | $11.40万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $50.46万 | 0.22% | 3,096 | 123 | 4.1% | $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 | 257 | 14.7% | $6.14万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $47.62万 | 0.21% | 9,044 | 2,064 | 29.6% | $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 | 1,054 | 20.2% | $7.84万 | 加仓 |
| SHOP | SHOPIFY INC | $45.80万 | 0.20% | 4,011 | 53 | 1.3% | $6,052 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.76万 | 0.20% | 10,571 | 2,246 | 27.0% | $9.51万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $44.22万 | 0.19% | 5,174 | 214 | 4.3% | $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 | 0 | 0.0% | — | 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 | 20,093 | 21.1% | $7.39万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $41.60万 | 0.18% | 4,537 | 0 | 0.0% | — | 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 | 623 | 21.7% | $7.16万 | 加仓 |
| HPQ | HP INC | $39.92万 | 0.18% | 18,193 | 5,395 | 42.2% | $11.84万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $39.77万 | 0.17% | 7,489 | 867 | 13.1% | $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 | 274 | 24.6% | $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 | 349 | 5.1% | $1.83万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $37.08万 | 0.16% | 7,449 | 153 | 2.1% | $7,616 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $36.69万 | 0.16% | 2,365 | 1,121 | 90.1% | $17.39万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $36.66万 | 0.16% | 4,377 | 228 | 5.5% | $1.91万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $36.10万 | 0.16% | 6,971 | 162 | 2.4% | $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 | 311 | 9.9% | $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 | 3,048 | 10.7% | $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 | 925 | 9.6% | $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 | 184 | 6.3% | $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 | 172 | 3.2% | $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 | 87 | 24.2% | $6.42万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $32.45万 | 0.14% | 24,940 | 1,823 | 7.9% | $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 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $31.23万 | 0.14% | 4,635 | 62 | 1.4% | $4,178 | 加仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $31.10万 | 0.14% | 8,730 | 1,027 | 13.3% | $3.66万 | 加仓 |
| DE | DEERE & CO | $31.08万 | 0.14% | 490 | 23 | 4.9% | $1.46万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $30.92万 | 0.14% | 8,528 | 360 | 4.4% | $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 | 97 | 18.5% | $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 | 47 | 9.1% | $2.35万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $28.14万 | 0.12% | 5,210 | 182 | 3.6% | $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 | 40 | 0.3% | $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 | 157 | 7.6% | $1.87万 | 重新持有 |
| DIS | DISNEY WALT CO | $26.29万 | 0.12% | 2,731 | 224 | 8.9% | $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 | 7 | 2.7% | $6,548 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $24.65万 | 0.11% | 6,240 | 0 | 0.0% | — | 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 | 386 | 4.8% | $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 | 264 | 2.3% | $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 | 146 | 6.8% | $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 | 3 | 0.7% | $1,579 | 加仓 |
| HAP | VANECK ETF TRUST | $22.26万 | 0.10% | 3,245 | 366 | 12.7% | $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 |