Highview Capital Management LLC/DE/
BUFFALO GROVE IL · SEC CIK 0001903786
$2.75亿2026Q1 申报市值
101持仓数
42.5%前十大占比 · 第一大 6.2%
12 / 15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
AMAT 新建仓+$231.05万
QUAL 加仓+$216.50万
EQWL 加仓+$207.97万
KLAC 新建仓+$189.50万
CME 加仓+$161.85万
2026Q1 卖出最多 按季末市值估算
IWF 清仓-$398.85万
ULTA 清仓-$212.66万
VEA 减仓-$202.98万
SOFI 清仓-$185.24万
BSX 清仓-$160.53万
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 |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | $20.23万 | 0.07% | 226 | 226 | — | $20.23万 | 新建仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -8,427 | -100.0% | -$398.85万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -3,515 | -100.0% | -$212.66万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -70,755 | -100.0% | -$185.24万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -16,836 | -100.0% | -$160.53万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -3,028 | -100.0% | -$154.69万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -11,114 | -100.0% | -$142.00万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,823 | -100.0% | -$137.72万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -5,166 | -100.0% | -$125.20万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -8,417 | -100.0% | -$120.76万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -2,452 | -100.0% | -$109.37万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -5,225 | -100.0% | -$80.04万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -4,104 | -100.0% | -$65.70万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,068 | -100.0% | -$28.65万 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $0 | 0.00% | 0 | -31,150 | -100.0% | -$26.76万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -426 | -100.0% | -$24.32万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |