13F 机构持仓

Longview Financial Advisors, Inc.

HUNTSVILLE AL · SEC CIK 0001786915

2026Q22026Q1 更早 9 个季度 🔒
$1.64亿2026Q1 申报市值
162持仓数
71.0%前十大占比 · 第一大 9.1%
114 / 1新建仓 / 清仓
申报市值走势$1.71亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IQLT 9.1%
FYLD 9.0%
COWZ 8.5%
ICOW 8.4%
SPGP 7.2%
GRNY 6.4%
FRDM 5.9%
BOXX 5.8%
INFL 5.6%
SIMPLIFY COMMO 5.0%

2026Q1 买入最多 按季末市值估算

BOXX 加仓+$71.83万
FYLD 加仓+$65.12万
ICOW 加仓+$53.89万
COWZ 加仓+$51.92万
CTA 加仓+$47.12万

2026Q1 卖出最多 按季末市值估算

PG 减仓-$43.27万
TBIL 减仓-$23.00万
WMT 减仓-$20.62万
BRK/B 重新持有-$20.36万
RSPG 减仓-$5.68万

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
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF $8.91万0.05%1,053 1,053— $8.91万 新建仓
HD HOME DEPOT INC COM $9.54万0.06%289 289— $9.54万 新建仓
VAL VALARIS LTD CL A $10.45万0.06%1,066 1,066— $10.45万 新建仓
KMB KIMBERLY-CLARK CORP COM $11.19万0.07%1,160 1,160— $11.19万 新建仓
PAYX PAYCHEX INC COM $11.33万0.07%1,230 1,230— $11.33万 新建仓
EFA ISHARES MSCI EAFE ETF $12.13万0.07%1,249 1,249— $12.13万 新建仓
PG PROCTER & GAMBLE CO COM $12.57万0.08%870 -2,996-77.5% -$43.27万 减仓
USMV ISHARES MSCI USA MIN VOL FACTOR ETF $12.99万0.08%1,401 1,401— $12.99万 新建仓
GVAL CAMBRIA GLOBAL VALUE ETF $13.16万0.08%3,968 3,968— $13.16万 新建仓
VOO VANGUARD S&P 500 ETF $13.43万0.08%224 224— $13.43万 新建仓
SYY SYSCO CORP COM $13.55万0.08%1,900 1,900— $13.55万 新建仓
GPC GENUINE PARTS CO COM $13.96万0.09%1,320 1,320— $13.96万 新建仓
CVX CHEVRON CORPORATION COM $15.10万0.09%730 730— $15.10万 新建仓
VTI VANGUARD TOTAL STOCK MARKET ETF $15.53万0.09%484 484— $15.53万 新建仓
KO COCA COLA CO COM $16.10万0.10%2,116 2,116— $16.10万 新建仓
CEG CONSTELLATION ENERGY CORP COM $16.48万0.10%590 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING INC COM $17.49万0.11%861 00.0% — 不变
MCD MCDONALDS CORP COM $18.65万0.11%600 600— $18.65万 新建仓
DUK DUKE ENERGY CORP NEW COM NEW $19.20万0.12%1,466 1,466— $19.20万 新建仓
XEL XCEL ENERGY INC COM $20.26万0.12%2,550 00.0% — 重新持有
TUA SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF $21.67万0.13%10,271 80.1% $169 加仓
QQQM INVESCO NASDAQ 100 ETF $22.12万0.14%930 -51-5.2% -$1.21万 减仓
IVE ISHARES S&P 500 VALUE ETF $24.15万0.15%1,143 40.4% $845 加仓
LMT LOCKHEED MARTIN CORP COM $25.81万0.16%427 00.0% — 不变
IVW ISHARES S&P 500 GROWTH ETF $25.85万0.16%2,285 20.1% $226 加仓
PM PHILIP MORRIS INTL INC COM $26.45万0.16%1,600 -135-7.8% -$2.23万 减仓
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF $28.23万0.17%4,609 -3-0.1% -$184 减仓
D DOMINION ENERGY INC COM $30.89万0.19%4,996 00.0% — 不变
XMMO INVESCO S&P MIDCAP MOMENTUM ETF $32.03万0.20%2,209 -43-1.9% -$6,236 减仓
WMT WALMART INC COM $32.15万0.20%2,586 -1,659-39.1% -$20.62万 减仓
AJG GALLAGHER ARTHUR J & CO COM $32.53万0.20%1,502 00.0% — 不变
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF $38.29万0.23%9,827 00.0% — 不变
SO SOUTHERN CO COM $41.71万0.25%4,321 30.1% $290 加仓
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $43.12万0.26%2,247 -60-2.6% -$1.15万 减仓
IVV ISHARES CORE S&P 500 ETF $52.42万0.32%802 -1-0.1% -$654 减仓
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF $63.37万0.39%5,788 -519-8.2% -$5.68万 减仓
VTV VANGUARD VALUE ETF $101.19万0.62%5,157 00.0% — 不变
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF $104.72万0.64%25,059 -335-1.3% -$1.40万 减仓
VO VANGUARD MID-CAP ETF $109.47万0.67%3,811 -1-0.0% -$287 减仓
MTBA SIMPLIFY MBS ETF $120.31万0.74%24,323 2601.1% $1.29万 加仓
AVUV AVANTIS U.S. SMALL CAP VALUE ETF $130.90万0.80%11,849 -3-0.0% -$331 减仓
AKRE AKRE FOCUS ETF $136.42万0.83%25,812 1,5526.4% $8.20万 加仓
SYLD CAMBRIA SHAREHOLDER YIELD ETF $141.55万0.86%18,770 -121-0.6% -$9,125 减仓
GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF $146.31万0.89%19,594 -30-0.2% -$2,240 减仓
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF $146.42万0.89%24,355 -225-0.9% -$1.35万 减仓
LLY ELI LILLY & CO COM $146.98万0.90%1,598 00.0% — 不变
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF $164.91万1.01%41,814 3510.8% $1.38万 加仓
EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF $242.83万1.48%44,070 30.0% $165 加仓
TBIL F/M US TREASURY 3 MONTH BILL FUND $245.97万1.50%49,331 -4,613-8.6% -$23.00万 减仓
SPY STATE STREET SPDR S&P 500 ETF $291.51万1.78%4,482 -21-0.5% -$1.37万 减仓
— KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF $379.61万2.32%134,613 7,5926.0% $21.41万 加仓
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF $451.54万2.76%149,763 9,7927.0% $29.52万 加仓
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF $623.69万3.81%206,383 15,5938.2% $47.12万 加仓
— SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF $812.74万4.97%229,783 12,3435.7% $43.66万 加仓
INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF $922.55万5.64%177,208 4,2952.5% $22.36万 加仓
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF $941.12万5.75%80,928 6,1778.3% $71.83万 加仓
FRDM FREEDOM 100 EMERGING MARKETS ETF $969.84万5.93%177,464 5,3923.1% $29.47万 加仓
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF $1,046.37万6.39%438,361 16,7784.0% $40.05万 加仓
SPGP INVESCO S&P 500 GARP ETF $1,180.60万7.21%109,700 2,2622.1% $24.34万 加仓
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF $1,371.26万8.38%323,105 12,6994.1% $53.89万 加仓
COWZ PACER US CASH COWS 100 ETF $1,395.93万8.53%223,134 8,2993.9% $51.92万 加仓
FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF $1,480.70万9.05%396,597 17,4434.6% $65.12万 加仓
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF $1,493.51万9.13%323,061 8,1732.6% $37.78万 加仓