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 |
|---|---|---|---|---|---|---|---|---|
| JCI | JOHNSON CONTROLS INTERNATION | $35.37万 | 0.10% | 2,701 | 181 | 7.2% | $2.37万 | 加仓 |
| SO | SOUTHERN CO | $35.31万 | 0.10% | 3,658 | 22 | 0.6% | $2,123 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.08万 | 0.10% | 1,631 | -131 | -7.4% | -$2.82万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $34.98万 | 0.10% | 6,182 | -839 | -11.9% | -$4.75万 | 减仓 |
| MRK | MERCK & CO INC | $34.76万 | 0.10% | 2,890 | 2 | 0.1% | $241 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $33.54万 | 0.10% | 1,169 | -401 | -25.5% | -$11.51万 | 减仓 |
| TJX | TJX COS INC NEW | $32.77万 | 0.10% | 2,051 | 1 | 0.0% | $160 | 加仓 |
| SNOW | SNOWFLAKE INC | $32.71万 | 0.10% | 2,169 | -715 | -24.8% | -$10.78万 | 减仓 |
| ETN | EATON CORP PLC | $32.30万 | 0.09% | 903 | -78 | -8.0% | -$2.79万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.17万 | 0.09% | 3,684 | -724 | -16.4% | -$6.32万 | 减仓 |
| KO | COCA COLA CO | $31.95万 | 0.09% | 4,201 | -50 | -1.2% | -$3,803 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $31.84万 | 0.09% | 1,986 | 46 | 2.4% | $7,375 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $31.16万 | 0.09% | 4,646 | -1,303 | -21.9% | -$8.74万 | 减仓 |
| COP | CONOCOPHILLIPS | $31.08万 | 0.09% | 2,354 | 16 | 0.7% | $2,112 | 加仓 |
| USMV | ISHARES TR | $29.82万 | 0.09% | 3,216 | -1,727 | -34.9% | -$16.01万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $29.46万 | 0.09% | 1,932 | -377 | -16.3% | -$5.75万 | 减仓 |
| DVY | ISHARES TR | $28.26万 | 0.08% | 1,866 | -39 | -2.0% | -$5,906 | 减仓 |
| STM | STMICROELECTRONICS N V | $28.13万 | 0.08% | 8,143 | -911 | -10.1% | -$3.15万 | 减仓 |
| UNP | UNION PAC CORP | $28.01万 | 0.08% | 1,155 | 1,155 | — | $28.01万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.90万 | 0.08% | 1,839 | -330 | -15.2% | -$4.83万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $26.81万 | 0.08% | 2,369 | 16 | 0.7% | $1,811 | 加仓 |
| URI | UNITED RENTALS INC | $26.04万 | 0.08% | 358 | 34 | 10.5% | $2.47万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $26.04万 | 0.08% | 1,803 | -338 | -15.8% | -$4.88万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.37万 | 0.07% | 3,378 | 3,378 | — | $25.37万 | 新建仓 |
| QCOM | QUALCOMM INC | $25.31万 | 0.07% | 1,965 | 44 | 2.3% | $5,668 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $24.93万 | 0.07% | 858 | 2 | 0.2% | $581 | 加仓 |
| ORCL | ORACLE CORP | $24.47万 | 0.07% | 1,705 | 101 | 6.3% | $1.45万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $23.20万 | 0.07% | 25,724 | -4,201 | -14.0% | -$3.79万 | 减仓 |
| XME | SPDR SERIES TRUST | $23.00万 | 0.07% | 2,204 | 2,204 | — | $23.00万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $22.91万 | 0.07% | 4,800 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $21.45万 | 0.06% | 2,694 | 13 | 0.5% | $1,035 | 加仓 |
| F | FORD MTR CO | $21.37万 | 0.06% | 19,535 | -1,868 | -8.7% | -$2.04万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $21.31万 | 0.06% | 4,519 | -596 | -11.7% | -$2.81万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.04万 | 0.06% | 985 | 985 | — | $21.04万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.08万 | 0.06% | 3,043 | 3,043 | — | $20.08万 | 新建仓 |
| CSX | CSX CORP | $20.06万 | 0.06% | 4,886 | -21,804 | -81.7% | -$89.51万 | 减仓 |
| — | SERVICE PPTYS TR | $10.86万 | 0.03% | 80,133 | -1,222 | -1.5% | -$1,656 | 减仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -34,288 | -100.0% | -$362.39万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -5,410 | -100.0% | -$143.31万 | 清仓 |
| BUG | GLOBAL X FDS | $0 | 0.00% | 0 | -24,210 | -100.0% | -$73.74万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,382 | -100.0% | -$48.37万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -1,544 | -100.0% | -$24.60万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,293 | -100.0% | -$24.47万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -111 | -100.0% | -$22.36万 | 清仓 |
| FAS | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -1,267 | -100.0% | -$21.33万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,429 | -100.0% | -$21.26万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,821 | -100.0% | -$20.72万 | 清仓 |