Grandview Asset Management LLC
HARRISBURG PA · SEC CIK 0001766791
$3.42亿2026Q1 申报市值
137持仓数
52.3%前十大占比 · 第一大 19.3%
8 / 10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
VTV 加仓+$330.92万
SCHG 加仓+$180.74万
SCHV 新建仓+$130.76万
XLE 加仓+$110.32万
SOXX 加仓+$102.40万
2026Q1 卖出最多 按季末市值估算
IGV 清仓-$362.39万
QQQ 减仓-$163.38万
SPY 减仓-$148.16万
CRM 清仓-$143.31万
AAPL 减仓-$103.09万
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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $143.45万 | 0.42% | 5,918 | -95 | -1.6% | -$2.30万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $159.36万 | 0.47% | 2,190 | 243 | 12.5% | $17.68万 | 加仓 |
| LLY | ELI LILLY & CO | $166.20万 | 0.49% | 1,807 | 256 | 16.5% | $23.55万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $168.21万 | 0.49% | 27,457 | 18,007 | 190.6% | $110.32万 | 加仓 |
| KRE | SPDR SERIES TRUST | $171.36万 | 0.50% | 26,302 | -1,537 | -5.5% | -$10.01万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $178.94万 | 0.52% | 3,863 | -240 | -5.8% | -$11.12万 | 减仓 |
| RTX | RTX CORPORATION | $190.14万 | 0.56% | 9,551 | 86 | 0.9% | $1.71万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $194.71万 | 0.57% | 14,870 | 57 | 0.4% | $7,464 | 加仓 |
| — | EXXON MOBIL CORP | $200.35万 | 0.59% | 11,809 | 2,201 | 22.9% | $37.34万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $202.71万 | 0.59% | 6,319 | -576 | -8.4% | -$18.48万 | 减仓 |
| BX | BLACKSTONE INC | $203.30万 | 0.60% | 17,680 | -3,244 | -15.5% | -$37.30万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $203.61万 | 0.60% | 66,751 | 59,253 | 790.3% | $180.74万 | 加仓 |
| CAT | CATERPILLAR INC | $205.91万 | 0.60% | 2,862 | -19 | -0.7% | -$1.37万 | 减仓 |
| V | VISA INC | $211.55万 | 0.62% | 7,000 | -180 | -2.5% | -$5.44万 | 减仓 |
| GLD | SPDR GOLD TR | $211.57万 | 0.62% | 4,791 | -31 | -0.6% | -$1.37万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $225.57万 | 0.66% | 22,773 | -917 | -3.9% | -$9.08万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $239.76万 | 0.70% | 11,786 | -298 | -2.5% | -$6.06万 | 减仓 |
| GEV | GE VERNOVA INC | $250.67万 | 0.73% | 2,799 | 224 | 8.7% | $20.06万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $254.25万 | 0.74% | 55,461 | 9,997 | 22.0% | $45.83万 | 加仓 |
| NET | CLOUDFLARE INC | $272.88万 | 0.80% | 13,225 | -84 | -0.6% | -$1.73万 | 减仓 |
| NFLX | NETFLIX INC. | $278.55万 | 0.82% | 28,970 | -1,502 | -4.9% | -$14.44万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $280.82万 | 0.82% | 2,818 | 2 | 0.1% | $1,993 | 加仓 |
| SOXX | ISHARES TR | $336.16万 | 0.98% | 10,026 | 3,054 | 43.8% | $102.40万 | 加仓 |
| CVX | CHEVRON CORPORATION | $336.66万 | 0.99% | 16,272 | 670 | 4.3% | $13.86万 | 加仓 |
| TSLA | TESLA INC | $344.58万 | 1.01% | 9,255 | -178 | -1.9% | -$6.63万 | 减仓 |
| VO | VANGUARD INDEX FDS | $359.36万 | 1.05% | 12,585 | -1,328 | -9.5% | -$37.92万 | 减仓 |
| VB | VANGUARD INDEX FDS | $364.63万 | 1.07% | 13,901 | -614 | -4.2% | -$16.11万 | 减仓 |
| WM | WASTE MGMT INC DEL | $378.39万 | 1.11% | 16,466 | -52 | -0.3% | -$1.19万 | 减仓 |
| ABBV | ABBVIE INC | $399.32万 | 1.17% | 18,360 | -364 | -1.9% | -$7.92万 | 减仓 |
| GOOGL | ALPHABET INC | $418.30万 | 1.22% | 14,547 | -843 | -5.5% | -$24.24万 | 减仓 |
| WMT | WALMART INC | $428.14万 | 1.25% | 33,663 | 246 | 0.7% | $3.13万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $448.59万 | 1.31% | 10,276 | -1,067 | -9.4% | -$46.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $509.86万 | 1.49% | 17,298 | 807 | 4.9% | $23.79万 | 加仓 |
| META | META PLATFORMS INC | $543.79万 | 1.59% | 9,505 | -209 | -2.2% | -$11.96万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $573.90万 | 1.68% | 14,670 | -511 | -3.4% | -$19.99万 | 减仓 |
| PPL | PPL CORP | $622.55万 | 1.82% | 162,972 | -3,058 | -1.8% | -$11.68万 | 减仓 |
| AMZN | AMAZON COM INC | $707.37万 | 2.07% | 33,964 | -591 | -1.7% | -$12.31万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $804.60万 | 2.35% | 16,790 | -636 | -3.6% | -$30.48万 | 减仓 |
| GOOG | ALPHABET INC | $889.61万 | 2.60% | 30,941 | 287 | 0.9% | $8.25万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $978.72万 | 2.86% | 49,356 | 16,688 | 51.1% | $330.92万 | 加仓 |
| AVGO | BROADCOM INC | $999.10万 | 2.92% | 32,280 | -154 | -0.5% | -$4.77万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,317.35万 | 3.86% | 88,704 | -4,093 | -4.4% | -$60.79万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,402.49万 | 4.10% | 21,564 | -2,278 | -9.6% | -$148.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,433.46万 | 4.20% | 38,724 | -1,959 | -4.8% | -$72.52万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,651.88万 | 4.83% | 28,432 | -2,812 | -9.0% | -$163.38万 | 减仓 |
| AAPL | APPLE INC | $1,785.98万 | 5.23% | 70,373 | -4,062 | -5.5% | -$103.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,604.78万 | 19.33% | 378,385 | -1,344 | -0.4% | -$23.46万 | 减仓 |