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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $6,604.78万 | 19.33% | 378,385 | -1,344 | -0.4% | -$23.46万 | 减仓 |
| AAPL | APPLE INC | $1,785.98万 | 5.23% | 70,373 | -4,062 | -5.5% | -$103.09万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,651.88万 | 4.83% | 28,432 | -2,812 | -9.0% | -$163.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,433.46万 | 4.20% | 38,724 | -1,959 | -4.8% | -$72.52万 | 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 |
| VYM | VANGUARD WHITEHALL FDS | $1,317.35万 | 3.86% | 88,704 | -4,093 | -4.4% | -$60.79万 | 减仓 |
| AVGO | BROADCOM INC | $999.10万 | 2.92% | 32,280 | -154 | -0.5% | -$4.77万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $978.72万 | 2.86% | 49,356 | 16,688 | 51.1% | $330.92万 | 加仓 |
| GOOG | ALPHABET INC | $889.61万 | 2.60% | 30,941 | 287 | 0.9% | $8.25万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $804.60万 | 2.35% | 16,790 | -636 | -3.6% | -$30.48万 | 减仓 |
| AMZN | AMAZON COM INC | $707.37万 | 2.07% | 33,964 | -591 | -1.7% | -$12.31万 | 减仓 |
| PPL | PPL CORP | $622.55万 | 1.82% | 162,972 | -3,058 | -1.8% | -$11.68万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $573.90万 | 1.68% | 14,670 | -511 | -3.4% | -$19.99万 | 减仓 |
| META | META PLATFORMS INC | $543.79万 | 1.59% | 9,505 | -209 | -2.2% | -$11.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $509.86万 | 1.49% | 17,298 | 807 | 4.9% | $23.79万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $448.59万 | 1.31% | 10,276 | -1,067 | -9.4% | -$46.58万 | 减仓 |
| WMT | WALMART INC | $428.14万 | 1.25% | 33,663 | 246 | 0.7% | $3.13万 | 加仓 |
| GOOGL | ALPHABET INC | $418.30万 | 1.22% | 14,547 | -843 | -5.5% | -$24.24万 | 减仓 |
| ABBV | ABBVIE INC | $399.32万 | 1.17% | 18,360 | -364 | -1.9% | -$7.92万 | 减仓 |
| WM | WASTE MGMT INC DEL | $378.39万 | 1.11% | 16,466 | -52 | -0.3% | -$1.19万 | 减仓 |
| VB | VANGUARD INDEX FDS | $364.63万 | 1.07% | 13,901 | -614 | -4.2% | -$16.11万 | 减仓 |
| VO | VANGUARD INDEX FDS | $359.36万 | 1.05% | 12,585 | -1,328 | -9.5% | -$37.92万 | 减仓 |
| TSLA | TESLA INC | $344.58万 | 1.01% | 9,255 | -178 | -1.9% | -$6.63万 | 减仓 |
| CVX | CHEVRON CORPORATION | $336.66万 | 0.99% | 16,272 | 670 | 4.3% | $13.86万 | 加仓 |
| SOXX | ISHARES TR | $336.16万 | 0.98% | 10,026 | 3,054 | 43.8% | $102.40万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $280.82万 | 0.82% | 2,818 | 2 | 0.1% | $1,993 | 加仓 |
| NFLX | NETFLIX INC. | $278.55万 | 0.82% | 28,970 | -1,502 | -4.9% | -$14.44万 | 减仓 |
| NET | CLOUDFLARE INC | $272.88万 | 0.80% | 13,225 | -84 | -0.6% | -$1.73万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $254.25万 | 0.74% | 55,461 | 9,997 | 22.0% | $45.83万 | 加仓 |
| GEV | GE VERNOVA INC | $250.67万 | 0.73% | 2,799 | 224 | 8.7% | $20.06万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $239.76万 | 0.70% | 11,786 | -298 | -2.5% | -$6.06万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $225.57万 | 0.66% | 22,773 | -917 | -3.9% | -$9.08万 | 减仓 |
| GLD | SPDR GOLD TR | $211.57万 | 0.62% | 4,791 | -31 | -0.6% | -$1.37万 | 减仓 |
| V | VISA INC | $211.55万 | 0.62% | 7,000 | -180 | -2.5% | -$5.44万 | 减仓 |
| CAT | CATERPILLAR INC | $205.91万 | 0.60% | 2,862 | -19 | -0.7% | -$1.37万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $203.61万 | 0.60% | 66,751 | 59,253 | 790.3% | $180.74万 | 加仓 |
| BX | BLACKSTONE INC | $203.30万 | 0.60% | 17,680 | -3,244 | -15.5% | -$37.30万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $202.71万 | 0.59% | 6,319 | -576 | -8.4% | -$18.48万 | 减仓 |
| — | EXXON MOBIL CORP | $200.35万 | 0.59% | 11,809 | 2,201 | 22.9% | $37.34万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $194.71万 | 0.57% | 14,870 | 57 | 0.4% | $7,464 | 加仓 |
| RTX | RTX CORPORATION | $190.14万 | 0.56% | 9,551 | 86 | 0.9% | $1.71万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $178.94万 | 0.52% | 3,863 | -240 | -5.8% | -$11.12万 | 减仓 |
| KRE | SPDR SERIES TRUST | $171.36万 | 0.50% | 26,302 | -1,537 | -5.5% | -$10.01万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $168.21万 | 0.49% | 27,457 | 18,007 | 190.6% | $110.32万 | 加仓 |
| LLY | ELI LILLY & CO | $166.20万 | 0.49% | 1,807 | 256 | 16.5% | $23.55万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $159.36万 | 0.47% | 2,190 | 243 | 12.5% | $17.68万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $143.45万 | 0.42% | 5,918 | -95 | -1.6% | -$2.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $135.83万 | 0.40% | 5,557 | -241 | -4.2% | -$5.89万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $135.02万 | 0.40% | 1,572 | 22 | 1.4% | $1.89万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $130.76万 | 0.38% | 39,209 | 39,209 | — | $130.76万 | 新建仓 |
| PEP | PEPSICO INC | $130.19万 | 0.38% | 8,590 | -442 | -4.9% | -$6.70万 | 减仓 |
| C | CITIGROUP INC | $130.07万 | 0.38% | 11,470 | 143 | 1.3% | $1.62万 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $129.82万 | 0.38% | 15,000 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $122.31万 | 0.36% | 16,610 | -119 | -0.7% | -$8,763 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $107.86万 | 0.32% | 13,035 | -1,596 | -10.9% | -$13.21万 | 减仓 |
| MS | MORGAN STANLEY | $105.61万 | 0.31% | 6,417 | 582 | 10.0% | $9.58万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $105.25万 | 0.31% | 13,277 | 449 | 3.5% | $3.56万 | 加仓 |
| VV | VANGUARD INDEX FDS | $104.31万 | 0.31% | 3,559 | -65 | -1.8% | -$1.91万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $101.04万 | 0.30% | 4,871 | -397 | -7.5% | -$8.24万 | 减仓 |
| ARKX | ARK ETF TR | $100.34万 | 0.29% | 33,704 | 23,051 | 216.4% | $68.63万 | 加仓 |
| SLV | ISHARES SILVER TR | $99.80万 | 0.29% | 14,646 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $85.29万 | 0.25% | 3,773 | -119 | -3.1% | -$2.69万 | 减仓 |
| BAC | BANK AMERICA CORP | $84.55万 | 0.25% | 17,344 | -93 | -0.5% | -$4,534 | 减仓 |
| SHOP | SHOPIFY INC | $81.95万 | 0.24% | 6,909 | -206 | -2.9% | -$2.44万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $81.80万 | 0.24% | 3,264 | -186 | -5.4% | -$4.66万 | 减仓 |
| HSY | HERSHEY CO | $77.79万 | 0.23% | 3,742 | -61 | -1.6% | -$1.27万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $75.49万 | 0.22% | 3,663 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $74.71万 | 0.22% | 14,400 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $73.19万 | 0.21% | 24,141 | -5,903 | -19.6% | -$17.90万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $72.93万 | 0.21% | 5,146 | -291 | -5.4% | -$4.12万 | 减仓 |
| IGM | ISHARES TR | $66.92万 | 0.20% | 5,646 | -1,584 | -21.9% | -$18.77万 | 减仓 |
| HD | HOME DEPOT INC | $66.89万 | 0.20% | 2,068 | -251 | -10.8% | -$8.12万 | 减仓 |
| XPO | XPO INC | $66.46万 | 0.19% | 3,416 | 299 | 9.6% | $5.82万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $66.41万 | 0.19% | 25,644 | 25,644 | — | $66.41万 | 新建仓 |
| BA | BOEING CO | $63.33万 | 0.19% | 3,182 | 296 | 10.3% | $5.89万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $60.17万 | 0.18% | 2,881 | -26 | -0.9% | -$5,430 | 减仓 |
| OUSA | ALPS ETF TR | $60.13万 | 0.18% | 10,802 | -1,267 | -10.5% | -$7.05万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $59.58万 | 0.17% | 2,148 | -1 | -0.0% | -$277 | 减仓 |
| DLN | WISDOMTREE TR | $59.46万 | 0.17% | 6,656 | -135 | -2.0% | -$1.21万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $58.27万 | 0.17% | 6,863 | -3,573 | -34.2% | -$30.34万 | 减仓 |
| LOW | LOWES COS INC | $58.17万 | 0.17% | 2,462 | 5 | 0.2% | $1,181 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $57.89万 | 0.17% | 11,474 | -318 | -2.7% | -$1.60万 | 减仓 |
| PAVE | GLOBAL X FDS | $56.58万 | 0.17% | 11,136 | 496 | 4.7% | $2.52万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $56.33万 | 0.16% | 9,937 | -1,879 | -15.9% | -$10.65万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $53.17万 | 0.16% | 1,965 | -1,413 | -41.8% | -$38.23万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $51.22万 | 0.15% | 1,046 | -9 | -0.9% | -$4,407 | 减仓 |
| GE | GE AEROSPACE | $49.58万 | 0.15% | 1,747 | 116 | 7.1% | $3.29万 | 加仓 |
| OIH | VANECK ETF TRUST | $44.67万 | 0.13% | 1,034 | 1,034 | — | $44.67万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $43.90万 | 0.13% | 16,300 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $43.87万 | 0.13% | 6,222 | -732 | -10.5% | -$5.16万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $42.92万 | 0.13% | 7,333 | 721 | 10.9% | $4.22万 | 加仓 |
| TIP | ISHARES TR | $42.90万 | 0.13% | 3,887 | -530 | -12.0% | -$5.85万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $42.25万 | 0.12% | 11,433 | 656 | 6.1% | $2.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $41.36万 | 0.12% | 692 | -45 | -6.1% | -$2.69万 | 减仓 |
| MCD | MCDONALDS CORP | $40.89万 | 0.12% | 1,315 | -30 | -2.2% | -$9,329 | 减仓 |
| LH | LABCORP HOLDINGS INC | $40.30万 | 0.12% | 1,510 | -344 | -18.6% | -$9.18万 | 减仓 |
| MCK | MCKESSON CORP | $39.62万 | 0.12% | 457 | 1 | 0.2% | $867 | 加仓 |
| QLD | PROSHARES TR | $39.04万 | 0.11% | 6,400 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $38.01万 | 0.11% | 7,699 | -717 | -8.5% | -$3.54万 | 减仓 |
| MLPX | GLOBAL X FDS | $37.03万 | 0.11% | 5,008 | -438 | -8.0% | -$3.24万 | 减仓 |