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 |
|---|---|---|---|---|---|---|---|---|
| ARKX | ARK ETF TR | $160.20万 | 0.40% | 46,953 | 13,249 | 39.3% | $45.21万 | 加仓 |
| C | CITIGROUP INC | $160.21万 | 0.40% | 11,482 | 12 | 0.1% | $1,674 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $160.56万 | 0.40% | 5,710 | -208 | -3.5% | -$5.85万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $168.14万 | 0.42% | 1,691 | 119 | 7.6% | $11.83万 | 加仓 |
| GLD | SPDR GOLD TR | $175.94万 | 0.44% | 4,789 | -2 | -0.0% | -$735 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $183.32万 | 0.46% | 14,483 | -387 | -2.6% | -$4.90万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $185.16万 | 0.46% | 2,307 | 117 | 5.3% | $9.39万 | 加仓 |
| KRE | SPDR SERIES TRUST | $188.15万 | 0.47% | 25,136 | -1,166 | -4.4% | -$8.73万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $200.55万 | 0.50% | 3,839 | -24 | -0.6% | -$1.25万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $203.69万 | 0.51% | 58,514 | 19,305 | 49.2% | $67.20万 | 加仓 |
| NFLX | NETFLIX INC. | $205.62万 | 0.51% | 28,799 | -171 | -0.6% | -$1.22万 | 减仓 |
| RTX | RTX CORPORATION | $207.37万 | 0.52% | 10,930 | 1,379 | 14.4% | $26.16万 | 加仓 |
| V | VISA INC | $233.72万 | 0.58% | 6,827 | -173 | -2.5% | -$5.92万 | 减仓 |
| LLY | ELI LILLY & CO | $239.11万 | 0.59% | 1,976 | 169 | 9.4% | $20.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $249.01万 | 0.62% | 6,730 | 411 | 6.5% | $15.21万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $249.50万 | 0.62% | 55,029 | -432 | -0.8% | -$1.96万 | 减仓 |
| BX | BLACKSTONE INC | $250.48万 | 0.62% | 21,287 | 3,607 | 20.4% | $42.44万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $261.38万 | 0.65% | 2,794 | -24 | -0.9% | -$2.25万 | 减仓 |
| CVX | CHEVRON CORPORATION | $276.85万 | 0.69% | 16,731 | 459 | 2.8% | $7.60万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $299.12万 | 0.74% | 88,402 | 21,651 | 32.4% | $73.26万 | 加仓 |
| CAT | CATERPILLAR INC | $306.36万 | 0.76% | 2,905 | 43 | 1.5% | $4.53万 | 加仓 |
| NET | CLOUDFLARE INC | $328.26万 | 0.82% | 13,383 | 158 | 1.2% | $3.88万 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $346.14万 | 0.86% | 15,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $346.35万 | 0.86% | 2,922 | 123 | 4.4% | $14.58万 | 加仓 |
| WM | WASTE MGMT INC DEL | $355.00万 | 0.88% | 15,928 | -538 | -3.3% | -$11.99万 | 减仓 |
| VO | VANGUARD INDEX FDS | $374.55万 | 0.93% | 46,947 | -3,393 | -6.7% | -$27.07万 | 减仓 |
| WMT | WALMART INC | $386.74万 | 0.96% | 34,189 | 526 | 1.6% | $5.95万 | 加仓 |
| TSLA | TESLA INC | $396.21万 | 0.98% | 9,420 | 165 | 1.8% | $6.94万 | 加仓 |
| VB | VANGUARD INDEX FDS | $406.72万 | 1.01% | 13,417 | -484 | -3.5% | -$14.67万 | 减仓 |
| ABBV | ABBVIE INC | $452.62万 | 1.12% | 17,987 | -373 | -2.0% | -$9.39万 | 减仓 |
| GOOGL | ALPHABET INC | $508.21万 | 1.26% | 14,221 | -326 | -2.2% | -$11.65万 | 减仓 |
| META | META PLATFORMS INC | $532.62万 | 1.32% | 9,456 | -49 | -0.5% | -$2.76万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $535.78万 | 1.33% | 62,273 | 617 | 1.0% | $5.31万 | 加仓 |
| PPL | PPL CORP | $536.99万 | 1.33% | 147,727 | -15,245 | -9.4% | -$55.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $574.15万 | 1.43% | 17,540 | 242 | 1.4% | $7.92万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $695.32万 | 1.73% | 23,281 | 508 | 2.2% | $15.17万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $709.93万 | 1.76% | 12,190 | 404 | 3.4% | $23.53万 | 加仓 |
| SOXX | ISHARES TR | $762.18万 | 1.89% | 11,848 | 1,822 | 18.2% | $117.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $822.01万 | 2.04% | 16,427 | -363 | -2.2% | -$18.16万 | 减仓 |
| AMZN | AMAZON COM INC | $823.97万 | 2.05% | 34,571 | 607 | 1.8% | $14.47万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,105.48万 | 2.75% | 14,498 | -172 | -1.2% | -$13.12万 | 减仓 |
| GOOG | ALPHABET INC | $1,155.65万 | 2.87% | 32,689 | 1,748 | 5.6% | $61.80万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,185.84万 | 2.95% | 54,413 | 5,057 | 10.2% | $110.21万 | 加仓 |
| AVGO | BROADCOM INC | $1,203.02万 | 2.99% | 32,088 | -192 | -0.6% | -$7.20万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,368.02万 | 3.40% | 86,416 | -2,288 | -2.6% | -$36.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,402.01万 | 3.48% | 37,614 | -1,110 | -2.9% | -$41.37万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,571.77万 | 3.90% | 21,052 | -512 | -2.4% | -$38.23万 | 减仓 |
| AAPL | APPLE INC | $1,994.19万 | 4.95% | 68,935 | -1,438 | -2.0% | -$41.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,199.25万 | 5.46% | 30,038 | 1,606 | 5.6% | $117.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7,365.37万 | 18.30% | 368,103 | -10,282 | -2.7% | -$205.73万 | 减仓 |