LongView Wealth Management
ATLANTA GA · SEC CIK 0001990190
$3.98亿2026Q1 申报市值
247持仓数
31.5%前十大占比 · 第一大 5.1%
18 / 18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
FBND 加仓+$223.84万
VOO 加仓+$193.22万
SCHG 加仓+$148.69万
GOVT 加仓+$109.95万
EPS 加仓+$109.77万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$376.12万
FNDF 减仓-$302.60万
EIPI 减仓-$244.04万
IQLT 减仓-$239.22万
ICSH 减仓-$235.18万
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 |
|---|---|---|---|---|---|---|---|---|
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,224 | -100.0% | -$67.29万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -11,169 | -100.0% | -$65.22万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,327 | -100.0% | -$64.04万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -3,713 | -100.0% | -$37.20万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -930 | -100.0% | -$34.86万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -956 | -100.0% | -$32.56万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -88 | -100.0% | -$31.00万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -3,239 | -100.0% | -$28.01万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -1,700 | -100.0% | -$27.45万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -608 | -100.0% | -$27.44万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -2,446 | -100.0% | -$25.79万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,777 | -100.0% | -$22.53万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -2,821 | -100.0% | -$22.48万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -783 | -100.0% | -$21.98万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,182 | -100.0% | -$20.87万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -575 | -100.0% | -$20.75万 | 清仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -7,700 | -100.0% | -$20.37万 | 清仓 |
| BSM | BLACK STONE MINERALS L P | $0 | 0.00% | 0 | -10,440 | -100.0% | -$14.65万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC | $15.69万 | 0.04% | 14,969 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $20.07万 | 0.05% | 4,251 | -494 | -10.4% | -$2.33万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $20.13万 | 0.05% | 7,254 | 7,254 | — | $20.13万 | 新建仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $20.32万 | 0.05% | 17,670 | -2,780 | -13.6% | -$3.20万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $20.32万 | 0.05% | 396 | -12 | -2.9% | -$6,158 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $20.37万 | 0.05% | 1,700 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $20.63万 | 0.05% | 1,161 | -1,900 | -62.1% | -$33.75万 | 减仓 |
| WMB | WILLIAMS COS INC | $20.82万 | 0.05% | 2,914 | 2,914 | — | $20.82万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.03万 | 0.05% | 875 | -75 | -7.9% | -$1.80万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $21.26万 | 0.05% | 967 | 4 | 0.4% | $879 | 加仓 |
| IAGG | ISHARES TR | $21.45万 | 0.05% | 4,285 | 4,285 | — | $21.45万 | 新建仓 |
| BP | BP PLC | $21.67万 | 0.05% | 4,694 | 4,694 | — | $21.67万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $22.02万 | 0.06% | 8,820 | 8,820 | — | $22.02万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $22.34万 | 0.06% | 4,962 | -23 | -0.5% | -$1,035 | 减仓 |
| MINT | PIMCO ETF TR | $22.53万 | 0.06% | 2,243 | -98 | -4.2% | -$9,846 | 减仓 |
| DXJ | WISDOMTREE TR | $22.55万 | 0.06% | 1,357 | 1,357 | — | $22.55万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $22.86万 | 0.06% | 5,058 | 5,058 | — | $22.86万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $22.91万 | 0.06% | 1,444 | 1,444 | — | $22.91万 | 新建仓 |
| ESML | ISHARES TR | $23.11万 | 0.06% | 4,600 | -6,268 | -57.7% | -$31.48万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $23.11万 | 0.06% | 378 | -160 | -29.7% | -$9.78万 | 减仓 |
| HEFA | ISHARES TR | $23.15万 | 0.06% | 5,178 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $23.19万 | 0.06% | 3,240 | -353 | -9.8% | -$2.53万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.26万 | 0.06% | 912 | 912 | — | $23.26万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $23.56万 | 0.06% | 2,041 | 2,041 | — | $23.56万 | 新建仓 |
| SMH | VANECK ETF TRUST | $23.78万 | 0.06% | 526 | 526 | — | $23.78万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $24.25万 | 0.06% | 3,006 | -35 | -1.2% | -$2,824 | 减仓 |
| NEAR | ISHARES U S ETF TR | $24.35万 | 0.06% | 4,786 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $24.80万 | 0.06% | 4,911 | 27 | 0.6% | $1,364 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.85万 | 0.06% | 1,274 | -18 | -1.4% | -$3,511 | 减仓 |
| INTC | INTEL CORP | $24.93万 | 0.06% | 3,906 | 3,906 | — | $24.93万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $25.07万 | 0.06% | 476 | 1 | 0.2% | $527 | 加仓 |
| IJR | ISHARES TR | $25.13万 | 0.06% | 1,898 | -83 | -4.2% | -$1.10万 | 减仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $25.30万 | 0.06% | 2,565 | 155 | 6.4% | $1.53万 | 加仓 |
| OKE | ONEOK INC NEW | $25.61万 | 0.06% | 3,019 | 28 | 0.9% | $2,375 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $25.63万 | 0.06% | 6,700 | -16,100 | -70.6% | -$61.58万 | 减仓 |
| COP | CONOCOPHILLIPS | $26.08万 | 0.07% | 2,195 | -491 | -18.3% | -$5.83万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $26.20万 | 0.07% | 377 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $26.39万 | 0.07% | 5,329 | -212 | -3.8% | -$1.05万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $26.55万 | 0.07% | 3,206 | 122 | 4.0% | $1.01万 | 加仓 |
| DIS | DISNEY WALT CO | $27.07万 | 0.07% | 2,638 | -45 | -1.7% | -$4,617 | 减仓 |
| NGG | NATIONAL GRID PLC | $27.10万 | 0.07% | 3,047 | -485 | -13.7% | -$4.31万 | 减仓 |
| LOW | LOWES COS INC | $27.18万 | 0.07% | 1,094 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $27.47万 | 0.07% | 2,268 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $27.76万 | 0.07% | 2,020 | 20 | 1.0% | $2,748 | 加仓 |
| BAC | BANK AMERICA CORP | $27.79万 | 0.07% | 5,208 | -11,660 | -69.1% | -$62.21万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $27.99万 | 0.07% | 1,081 | 1,081 | — | $27.99万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $27.99万 | 0.07% | 839 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $28.60万 | 0.07% | 3,097 | -1,200 | -27.9% | -$11.08万 | 减仓 |
| MO | ALTRIA GROUP INC | $29.16万 | 0.07% | 4,444 | -190 | -4.1% | -$1.25万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $29.19万 | 0.07% | 3,971 | 10 | 0.3% | $735 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $29.30万 | 0.07% | 4,500 | -9,600 | -68.1% | -$62.50万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $29.37万 | 0.07% | 7,501 | 1,512 | 25.2% | $5.92万 | 加仓 |
| GLD | SPDR GOLD TR | $29.82万 | 0.07% | 670 | -115 | -14.6% | -$5.12万 | 减仓 |
| RTX | RTX CORPORATION | $29.94万 | 0.08% | 1,476 | -99 | -6.3% | -$2.01万 | 减仓 |
| IWB | ISHARES TR | $29.98万 | 0.08% | 788 | -76 | -8.8% | -$2.89万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.66万 | 0.08% | 6,742 | -589 | -8.0% | -$2.68万 | 减仓 |
| INSM | INSMED INC | $30.68万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $31.10万 | 0.08% | 6,032 | 337 | 5.9% | $1.74万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $31.40万 | 0.08% | 4,244 | -301 | -6.6% | -$2.23万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $31.58万 | 0.08% | 6,054 | -103 | -1.7% | -$5,373 | 减仓 |
| IUSV | ISHARES TR | $31.68万 | 0.08% | 3,004 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $31.97万 | 0.08% | 415 | 16 | 4.0% | $1.23万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $32.50万 | 0.08% | 7,641 | -1,295 | -14.5% | -$5.51万 | 减仓 |
| CVX | CHEVRON CORPORATION | $32.85万 | 0.08% | 1,757 | -380 | -17.8% | -$7.11万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $32.95万 | 0.08% | 10,285 | 212 | 2.1% | $6,792 | 加仓 |
| VOE | VANGUARD INDEX FDS | $33.37万 | 0.08% | 1,751 | -575 | -24.7% | -$10.96万 | 减仓 |
| GE | GE AEROSPACE | $33.65万 | 0.08% | 1,058 | -36 | -3.3% | -$1.14万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $33.80万 | 0.08% | 1,483 | -3,125 | -67.8% | -$71.22万 | 减仓 |
| — | HARBOR ETF TRUST | $34.20万 | 0.09% | 7,524 | 114 | 1.5% | $5,182 | 加仓 |
| IMCG | ISHARES TR | $34.31万 | 0.09% | 4,015 | 118 | 3.0% | $1.01万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $35.49万 | 0.09% | 11,376 | 2,120 | 22.9% | $6.61万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $35.60万 | 0.09% | 4,590 | 370 | 8.8% | $2.87万 | 加仓 |
| GLDM | WORLD GOLD TR | $35.81万 | 0.09% | 3,734 | 210 | 6.0% | $2.01万 | 加仓 |
| SBUX | STARBUCKS CORP | $35.81万 | 0.09% | 3,637 | -297 | -7.5% | -$2.92万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $36.37万 | 0.09% | 781 | 11 | 1.4% | $5,123 | 加仓 |
| DVY | ISHARES TR | $36.45万 | 0.09% | 2,395 | 2 | 0.1% | $304 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $36.48万 | 0.09% | 10,336 | 10,336 | — | $36.48万 | 新建仓 |
| SCZ | ISHARES TR | $36.77万 | 0.09% | 4,379 | 207 | 5.0% | $1.74万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $36.80万 | 0.09% | 18,700 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $37.25万 | 0.09% | 469 | -90 | -16.1% | -$7.15万 | 减仓 |