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 |
|---|---|---|---|---|---|---|---|---|
| MBSF | VALUED ADVISERS TR | $2,539.26万 | 11.16% | 988,999 | 1,683 | 0.2% | $4.32万 | 加仓 |
| — | ADVISOR MANAGED PORTFOLIOS | $901.57万 | 3.96% | 330,184 | 30,467 | 10.2% | $83.19万 | 加仓 |
| TSLA | TESLA INC | $730.70万 | 3.21% | 17,372 | 4,185 | 31.7% | $176.03万 | 加仓 |
| AAPL | APPLE INC | $694.22万 | 3.05% | 23,991 | -1,455 | -5.7% | -$42.10万 | 减仓 |
| — | NOMURA ETF TR | $568.22万 | 2.50% | 223,409 | 223,409 | — | $568.22万 | 新建仓 |
| HD | HOME DEPOT INC | $490.03万 | 2.15% | 13,894 | 2,821 | 25.5% | $99.49万 | 加仓 |
| COP | CONOCOPHILLIPS | $489.93万 | 2.15% | 47,126 | -2,317 | -4.7% | -$24.09万 | 减仓 |
| — | MANAGED PORTFOLIO SER | $488.44万 | 2.15% | 104,523 | -14,885 | -12.5% | -$69.56万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $481.28万 | 2.12% | 83,526 | 9,538 | 12.9% | $54.96万 | 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 |
| KKR | KKR & CO INC | $440.24万 | 1.93% | 47,966 | 11,205 | 30.5% | $102.84万 | 加仓 |
| AMGN | AMGEN INC | $382.14万 | 1.68% | 10,552 | 2,692 | 34.2% | $97.49万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $380.93万 | 1.67% | 117,314 | -847 | -0.7% | -$2.75万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $369.42万 | 1.62% | 8,888 | -1,083 | -10.9% | -$45.01万 | 减仓 |
| QLD | PROSHARES TR | $289.27万 | 1.27% | 29,895 | 8,178 | 37.7% | $79.13万 | 加仓 |
| SYK | STRYKER CORPORATION | $262.32万 | 1.15% | 8,332 | 8,332 | — | $262.32万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $248.76万 | 1.09% | 3,622 | 52 | 1.5% | $3.57万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $243.49万 | 1.07% | 487,964 | 56,109 | 13.0% | $28.00万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $232.01万 | 1.02% | 45,487 | 26,935 | 145.2% | $137.38万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $223.45万 | 0.98% | 44,186 | -2,300 | -4.9% | -$11.63万 | 减仓 |
| RAAX | VANECK ETF TRUST | $222.52万 | 0.98% | 56,092 | -21,478 | -27.7% | -$85.20万 | 减仓 |
| ITOT | ISHARES TR | $200.95万 | 0.88% | 12,233 | 12,233 | — | $200.95万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $189.88万 | 0.83% | 49,205 | 9,887 | 25.1% | $38.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $183.04万 | 0.80% | 9,147 | -750 | -7.6% | -$15.01万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $181.90万 | 0.80% | 4,703 | -353 | -7.0% | -$13.65万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $165.37万 | 0.73% | 34,662 | -1,940 | -5.3% | -$9.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $159.68万 | 0.70% | 4,280 | 266 | 6.6% | $9.92万 | 加仓 |
| IAUX | I-80 GOLD CORP | $159.45万 | 0.70% | 1,107,300 | 150,800 | 15.8% | $21.72万 | 加仓 |
| AMZN | AMAZON COM INC | $155.09万 | 0.68% | 6,507 | 562 | 9.5% | $13.40万 | 加仓 |
| — | EXXON MOBIL CORP | $152.17万 | 0.67% | 11,129 | -378 | -3.3% | -$5.17万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $150.73万 | 0.66% | 32,290 | -558 | -1.7% | -$2.60万 | 减仓 |
| BIL | SPDR SERIES TRUST | $146.29万 | 0.64% | 15,963 | 3,312 | 26.2% | $30.35万 | 加仓 |
| GOOG | ALPHABET INC | $142.11万 | 0.62% | 4,022 | 69 | 1.7% | $2.44万 | 加仓 |
| AVGO | BROADCOM INC | $142.00万 | 0.62% | 3,759 | 22 | 0.6% | $8,311 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $141.25万 | 0.62% | 59,713 | -11,295 | -15.9% | -$26.72万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $131.08万 | 0.58% | 25,526 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $127.64万 | 0.56% | 34,942 | 2,279 | 7.0% | $8.33万 | 加仓 |
| V | VISA INC | $123.82万 | 0.54% | 3,609 | -18 | -0.5% | -$6,176 | 减仓 |
| MAIN | MAIN STR CAP CORP | $122.85万 | 0.54% | 23,680 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $121.22万 | 0.53% | 2,538 | 405 | 19.0% | $19.34万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $117.46万 | 0.52% | 56,500 | 16,148 | 40.0% | $33.57万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $115.93万 | 0.51% | 31,675 | 31,675 | — | $115.93万 | 新建仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $115.53万 | 0.51% | 33,845 | 33,845 | — | $115.53万 | 新建仓 |
| IWF | ISHARES TR | $114.12万 | 0.50% | 9,191 | -341 | -3.6% | -$4.23万 | 减仓 |
| PIT | VANECK ETF TRUST | $114.00万 | 0.50% | 17,270 | 1,840 | 11.9% | $12.15万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $109.81万 | 0.48% | 2,138 | 17 | 0.8% | $8,731 | 加仓 |
| LLY | ELI LILLY & CO | $109.03万 | 0.48% | 909 | 214 | 30.8% | $25.67万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $105.68万 | 0.46% | 7,207 | 987 | 15.9% | $14.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $102.71万 | 0.45% | 4,044 | 1,130 | 38.8% | $28.70万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $101.99万 | 0.45% | 3,115 | 298 | 10.6% | $9.76万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $98.04万 | 0.43% | 6,069 | 6,069 | — | $98.04万 | 新建仓 |
| IVW | ISHARES TR | $97.51万 | 0.43% | 7,090 | 7,090 | — | $97.51万 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $97.15万 | 0.43% | 71,800 | -5,100 | -6.6% | -$6.90万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $96.65万 | 0.42% | 25,051 | 35 | 0.1% | $1,350 | 加仓 |
| CVX | CHEVRON CORPORATION | $94.47万 | 0.42% | 5,699 | 1,039 | 22.3% | $17.22万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $89.89万 | 0.40% | 4,968 | -65 | -1.3% | -$1.18万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $88.71万 | 0.39% | 5,613 | 3,342 | 147.2% | $52.82万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $86.85万 | 0.38% | 19,851 | -46,942 | -70.3% | -$205.38万 | 减仓 |
| AZO | AUTOZONE INC | $86.29万 | 0.38% | 270 | 1 | 0.4% | $3,196 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $84.65万 | 0.37% | 12,446 | 12,446 | — | $84.65万 | 新建仓 |
| WMT | WALMART INC | $84.37万 | 0.37% | 7,449 | 104 | 1.4% | $1.18万 | 加仓 |
| IVE | ISHARES TR | $82.42万 | 0.36% | 3,630 | 3,630 | — | $82.42万 | 新建仓 |
| — | VANECK ETF TRUST | $81.60万 | 0.36% | 16,153 | 1,909 | 13.4% | $9.64万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $80.65万 | 0.35% | 13,267 | 534 | 4.2% | $3.25万 | 加仓 |
| — | PROSHARES TR | $80.33万 | 0.35% | 12,258 | 2,078 | 20.4% | $13.62万 | 重新持有 |
| SWK | STANLEY BLACK & DECKER INC | $80.16万 | 0.35% | 8,516 | 1,974 | 30.2% | $18.58万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $79.43万 | 0.35% | 6,286 | 1,165 | 22.7% | $14.72万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $79.08万 | 0.35% | 19,658 | 19,658 | — | $79.08万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $78.25万 | 0.34% | 3,582 | 187 | 5.5% | $4.09万 | 加仓 |
| AMCR | AMCOR PLC | $78.13万 | 0.34% | 18,023 | 8,203 | 83.5% | $35.56万 | 加仓 |
| MS | MORGAN STANLEY | $76.84万 | 0.34% | 3,675 | 322 | 9.6% | $6.73万 | 加仓 |
| — | UNIFIED SER TR | $76.27万 | 0.34% | 20,503 | 841 | 4.3% | $3.13万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $75.67万 | 0.33% | 155,708 | 4,470 | 3.0% | $2.17万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $72.77万 | 0.32% | 23,117 | -4,245 | -15.5% | -$13.36万 | 减仓 |
| T | AT&T INC | $72.54万 | 0.32% | 35,045 | 7,485 | 27.2% | $15.49万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $70.68万 | 0.31% | 2,513 | 592 | 30.8% | $16.65万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $69.84万 | 0.31% | 19,000 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $69.57万 | 0.31% | 7,743 | 211 | 2.8% | $1.90万 | 加仓 |
| KO | COCA COLA CO | $69.47万 | 0.31% | 8,548 | 1,678 | 24.4% | $13.64万 | 加仓 |
| ORCL | ORACLE CORP | $66.65万 | 0.29% | 4,548 | -219 | -4.6% | -$3.21万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $65.99万 | 0.29% | 22,323 | 112 | 0.5% | $3,311 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $64.02万 | 0.28% | 21,541 | 4 | 0.0% | $119 | 加仓 |
| PAVE | GLOBAL X FDS | $63.98万 | 0.28% | 10,858 | 585 | 5.7% | $3.45万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $63.39万 | 0.28% | 12,024 | 12,024 | — | $63.39万 | 新建仓 |
| CLOI | VANECK ETF TRUST | $61.89万 | 0.27% | 11,688 | -6,483 | -35.7% | -$34.33万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $61.71万 | 0.27% | 12,222 | 45 | 0.4% | $2,272 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $61.43万 | 0.27% | 4,852 | 1,044 | 27.4% | $13.22万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $60.02万 | 0.26% | 7,405 | 507 | 7.3% | $4.11万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $59.84万 | 0.26% | 7,832 | 1,801 | 29.9% | $13.76万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $59.00万 | 0.26% | 6,713 | 1,595 | 31.2% | $14.02万 | 加仓 |
| IVV | ISHARES TR | $58.71万 | 0.26% | 784 | -21 | -2.6% | -$1.57万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $58.67万 | 0.26% | 31,090 | 439 | 1.4% | $8,284 | 加仓 |
| META | META PLATFORMS INC | $58.41万 | 0.26% | 1,037 | 174 | 20.2% | $9.80万 | 加仓 |
| TFC | TRUIST FINL CORP | $58.39万 | 0.26% | 11,720 | 2,278 | 24.1% | $11.35万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $58.25万 | 0.26% | 576 | 2 | 0.3% | $2,023 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $57.97万 | 0.25% | 10,563 | 638 | 6.4% | $3.50万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $57.44万 | 0.25% | 9,248 | -82 | -0.9% | -$5,093 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $57.25万 | 0.25% | 496 | -1,016 | -67.2% | -$117.28万 | 减仓 |
| HRL | HORMEL FOODS CORP | $57.01万 | 0.25% | 22,970 | 7,780 | 51.2% | $19.31万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $56.66万 | 0.25% | 2,663 | 13 | 0.5% | $2,766 | 加仓 |