Grandview Asset Management LLC
HARRISBURG PA · SEC CIK 0001766791
$4.03亿2026Q2 申报市值
146持仓数
51.0%前十大占比 · 第一大 18.3%
13 / 4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
QQQ 加仓+$117.58万
SOXX 加仓+$117.21万
VTV 加仓+$110.21万
SPCX 新建仓+$95.27万
SCHG 加仓+$73.26万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$205.73万
PPL 减仓-$55.42万
HON 减仓-$45.41万
PEP 减仓-$42.02万
AAPL 减仓-$41.60万
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 |
|---|---|---|---|---|---|---|---|---|
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -2,169 | -100.0% | -$32.71万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -4,800 | -100.0% | -$22.91万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -2,694 | -100.0% | -$21.45万 | 清仓 |
| BIBL | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -4,519 | -100.0% | -$21.31万 | 清仓 |
| — | SERVICE PPTYS TR | $11.92万 | 0.03% | 70,533 | -9,600 | -12.0% | -$1.62万 | 减仓 |
| PTLC | PACER FDS TR | $20.39万 | 0.05% | 3,500 | 3,500 | — | $20.39万 | 新建仓 |
| XME | SPDR SERIES TRUST | $20.76万 | 0.05% | 1,941 | -263 | -11.9% | -$2.81万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.82万 | 0.05% | 710 | -148 | -17.2% | -$4.34万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.15万 | 0.05% | 1,813 | -26 | -1.4% | -$3,033 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $21.81万 | 0.05% | 22,124 | -3,600 | -14.0% | -$3.55万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $22.05万 | 0.05% | 511 | 511 | — | $22.05万 | 新建仓 |
| MO | ALTRIA GROUP INC | $22.21万 | 0.06% | 3,086 | 43 | 1.4% | $3,094 | 加仓 |
| CSX | CSX CORP | $22.29万 | 0.06% | 4,689 | -197 | -4.0% | -$9,363 | 减仓 |
| INTC | INTEL CORP | $22.48万 | 0.06% | 1,610 | 1,610 | — | $22.48万 | 新建仓 |
| F | FORD MTR CO | $23.24万 | 0.06% | 16,721 | -2,814 | -14.4% | -$3.91万 | 减仓 |
| MCK | MCKESSON CORP | $24.40万 | 0.06% | 323 | -134 | -29.3% | -$10.12万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.51万 | 0.06% | 1,672 | -131 | -7.3% | -$1.92万 | 减仓 |
| COP | CONOCOPHILLIPS | $24.65万 | 0.06% | 2,371 | 17 | 0.7% | $1,767 | 加仓 |
| SLB | SLB LIMITED | $25.36万 | 0.06% | 5,455 | 5,455 | — | $25.36万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $26.39万 | 0.07% | 2,386 | 17 | 0.7% | $1,881 | 加仓 |
| CSCO | CISCO SYS INC | $26.49万 | 0.07% | 2,255 | 2,255 | — | $26.49万 | 新建仓 |
| ORCL | ORACLE CORP | $26.97万 | 0.07% | 1,840 | 135 | 7.9% | $1.98万 | 加仓 |
| DVY | ISHARES TR | $27.17万 | 0.07% | 1,738 | -128 | -6.9% | -$2.00万 | 减仓 |
| USMV | ISHARES TR | $27.20万 | 0.07% | 2,820 | -396 | -12.3% | -$3.82万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.64万 | 0.07% | 3,001 | -683 | -18.5% | -$6.29万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $28.31万 | 0.07% | 10,220 | 10,220 | — | $28.31万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $29.32万 | 0.07% | 5,880 | -342 | -5.5% | -$1.71万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $30.58万 | 0.08% | 972 | -197 | -16.9% | -$6.20万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $30.63万 | 0.08% | 1,673 | -259 | -13.4% | -$4.74万 | 减仓 |
| RKLB | ROCKET LAB CORP | $30.68万 | 0.08% | 3,018 | 3,018 | — | $30.68万 | 新建仓 |
| TJX | TJX COS INC NEW | $31.12万 | 0.08% | 2,053 | 2 | 0.1% | $303 | 加仓 |
| MCD | MCDONALDS CORP | $32.28万 | 0.08% | 1,195 | -120 | -9.1% | -$3.24万 | 减仓 |
| GLW | CORNING INC | $32.46万 | 0.08% | 1,270 | 1,270 | — | $32.46万 | 新建仓 |
| SO | SOUTHERN CO | $34.10万 | 0.08% | 3,563 | -95 | -2.6% | -$9,093 | 减仓 |
| KO | COCA COLA CO | $34.37万 | 0.09% | 4,229 | 28 | 0.7% | $2,276 | 加仓 |
| UNP | UNION PAC CORP | $34.67万 | 0.09% | 1,275 | 120 | 10.4% | $3.26万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $35.43万 | 0.09% | 2,425 | -276 | -10.2% | -$4.03万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $35.74万 | 0.09% | 1,008 | 1,008 | — | $35.74万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $36.13万 | 0.09% | 4,314 | 936 | 27.7% | $7.84万 | 加仓 |
| MLPX | GLOBAL X FDS | $36.68万 | 0.09% | 4,980 | -28 | -0.6% | -$2,063 | 减仓 |
| ETN | EATON CORP PLC | $36.77万 | 0.09% | 863 | -40 | -4.4% | -$1.70万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $36.89万 | 0.09% | 6,069 | -113 | -1.8% | -$6,869 | 减仓 |
| MRK | MERCK & CO INC | $37.16万 | 0.09% | 2,892 | 2 | 0.1% | $257 | 加仓 |
| LH | LABCORP HOLDINGS INC | $37.49万 | 0.09% | 1,339 | -171 | -11.3% | -$4.79万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $37.56万 | 0.09% | 2,414 | 2,414 | — | $37.56万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.94万 | 0.09% | 1,603 | -28 | -1.7% | -$6,627 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $38.58万 | 0.10% | 1,745 | 1,745 | — | $38.58万 | 新建仓 |
| TIP | ISHARES TR | $38.91万 | 0.10% | 3,556 | -331 | -8.5% | -$3.62万 | 减仓 |
| HON | HONEYWELL INTL INC | $39.07万 | 0.10% | 1,745 | -2,028 | -53.8% | -$45.41万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $39.35万 | 0.10% | 4,522 | -124 | -2.7% | -$1.08万 | 减仓 |
| URI | UNITED RENTALS INC | $40.92万 | 0.10% | 361 | 3 | 0.8% | $3,400 | 加仓 |
| QCOM | QUALCOMM INC | $41.23万 | 0.10% | 2,265 | 300 | 15.3% | $5.46万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $42.70万 | 0.11% | 7,965 | 266 | 3.5% | $1.43万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $42.88万 | 0.11% | 7,368 | 35 | 0.5% | $2,037 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $45.18万 | 0.11% | 14,248 | 2,815 | 24.6% | $8.93万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $45.62万 | 0.11% | 10,991 | -483 | -4.2% | -$2.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $47.67万 | 0.12% | 694 | 2 | 0.3% | $1,374 | 加仓 |
| LRCX | LAM RESEARCH CORP | $47.79万 | 0.12% | 1,063 | 78 | 7.9% | $3.51万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $47.92万 | 0.12% | 16,300 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $49.28万 | 0.12% | 8,725 | -1,212 | -12.2% | -$6.85万 | 减仓 |
| OUSA | ALPS ETF TR | $52.53万 | 0.13% | 9,197 | -1,605 | -14.9% | -$9.17万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $52.62万 | 0.13% | 2,118 | -30 | -1.4% | -$7,453 | 减仓 |
| MA | MASTERCARD INCORPORATED | $52.78万 | 0.13% | 1,027 | -19 | -1.8% | -$9,765 | 减仓 |
| LOW | LOWES COS INC | $52.92万 | 0.13% | 2,468 | 6 | 0.2% | $1,287 | 加仓 |
| STM | STMICROELECTRONICS N V | $56.97万 | 0.14% | 7,607 | -536 | -6.6% | -$4.01万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $61.69万 | 0.15% | 3,663 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $61.93万 | 0.15% | 6,400 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $63.31万 | 0.16% | 6,574 | -82 | -1.2% | -$7,897 | 减仓 |
| HSY | HERSHEY CO | $64.66万 | 0.16% | 3,686 | -56 | -1.5% | -$9,824 | 减仓 |
| OIH | VANECK ETF TRUST | $65.22万 | 0.16% | 1,753 | 719 | 69.5% | $26.75万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $65.24万 | 0.16% | 565 | 565 | — | $65.24万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $65.25万 | 0.16% | 3,352 | 471 | 16.3% | $9.17万 | 加仓 |
| PFF | ISHARES TR | $66.09万 | 0.16% | 21,675 | -2,466 | -10.2% | -$7.52万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $66.16万 | 0.16% | 1,940 | -46 | -2.3% | -$1.57万 | 减仓 |
| BA | BOEING CO | $66.46万 | 0.17% | 3,070 | -112 | -3.5% | -$2.42万 | 减仓 |
| HD | HOME DEPOT INC | $69.84万 | 0.17% | 1,980 | -88 | -4.3% | -$3.10万 | 减仓 |
| SHOP | SHOPIFY INC | $73.10万 | 0.18% | 6,402 | -507 | -7.3% | -$5.79万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $73.12万 | 0.18% | 7,084 | 221 | 3.2% | $2.28万 | 加仓 |
| XPO | XPO INC | $74.03万 | 0.18% | 3,606 | 190 | 5.6% | $3.90万 | 加仓 |
| PEP | PEPSICO INC | $74.27万 | 0.18% | 5,486 | -3,104 | -36.1% | -$42.02万 | 减仓 |
| SLV | ISHARES SILVER TR | $78.60万 | 0.20% | 14,700 | 54 | 0.4% | $2,887 | 加仓 |
| GE | GE AEROSPACE | $81.08万 | 0.20% | 2,170 | 423 | 24.2% | $15.80万 | 加仓 |
| PAVE | GLOBAL X FDS | $82.57万 | 0.21% | 14,015 | 2,879 | 25.9% | $16.96万 | 加仓 |
| IGM | ISHARES TR | $83.91万 | 0.21% | 5,129 | -517 | -9.2% | -$8.46万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $90.85万 | 0.23% | 2,186 | 221 | 11.2% | $9.18万 | 加仓 |
| BAC | BANK OF AMER CORP | $94.36万 | 0.23% | 16,560 | -784 | -4.5% | -$4.47万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $95.09万 | 0.24% | 32,833 | 7,189 | 28.0% | $20.82万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $95.27万 | 0.24% | 5,528 | 5,528 | — | $95.27万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $95.27万 | 0.24% | 5,511 | 365 | 7.1% | $6.31万 | 加仓 |
| SSO | PROSHARES TR | $97.03万 | 0.24% | 14,400 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $102.89万 | 0.26% | 13,018 | -259 | -2.0% | -$2.05万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $104.98万 | 0.26% | 12,701 | -334 | -2.6% | -$2.76万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $109.32万 | 0.27% | 3,265 | 1 | 0.0% | $335 | 加仓 |
| VV | VANGUARD INDEX FDS | $112.25万 | 0.28% | 3,264 | -295 | -8.3% | -$10.15万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $117.16万 | 0.29% | 4,758 | -113 | -2.3% | -$2.78万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $122.13万 | 0.30% | 16,636 | 26 | 0.2% | $1,909 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $141.73万 | 0.35% | 5,583 | 26 | 0.5% | $6,600 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $144.80万 | 0.36% | 27,263 | -194 | -0.7% | -$1.03万 | 减仓 |
| MS | MORGAN STANLEY | $148.48万 | 0.37% | 6,959 | 542 | 8.4% | $11.56万 | 加仓 |
| — | EXXON MOBIL CORP | $159.37万 | 0.40% | 11,656 | -153 | -1.3% | -$2.09万 | 减仓 |