LongView Wealth Management
ATLANTA GA · SEC CIK 0001990190
$3.90亿2026Q2 申报市值
227持仓数
33.9%前十大占比 · 第一大 5.1%
12 / 34新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CGIC 加仓+$92.97万
VOO 加仓+$75.14万
CGMS 加仓+$73.24万
IUSB 加仓+$67.79万
HD 加仓+$51.32万
2026Q2 卖出最多 按季末市值估算
EIPI 清仓-$236.86万
ICSH 减仓-$186.46万
FMDE 减仓-$186.26万
FNDF 减仓-$158.62万
GARP 减仓-$148.60万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| EFV | ISHARES TR | $33.60万 | 0.09% | 4,389 | -4,317 | -49.6% | -$33.05万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $33.62万 | 0.09% | 10,245 | -2,457 | -19.3% | -$8.06万 | 减仓 |
| AVGO | BROADCOM INC | $34.20万 | 0.09% | 905 | -319 | -26.1% | -$12.05万 | 减仓 |
| — | HARBOR ETF TRUST | $34.61万 | 0.09% | 7,597 | 73 | 1.0% | $3,326 | 加仓 |
| ABT | ABBOTT LABORATORIES | $35.42万 | 0.09% | 3,903 | -354 | -8.3% | -$3.21万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $35.43万 | 0.09% | 3,932 | 3,932 | — | $35.43万 | 新建仓 |
| TLH | ISHARES TR | $35.49万 | 0.09% | 3,537 | -1,342 | -27.5% | -$13.47万 | 减仓 |
| GARP | ISHARES TR | $35.54万 | 0.09% | 4,305 | -18,000 | -80.7% | -$148.60万 | 减仓 |
| SCZ | ISHARES TR | $36.31万 | 0.09% | 4,414 | 35 | 0.8% | $2,879 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $36.52万 | 0.09% | 2,928 | 887 | 43.5% | $11.06万 | 加仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $36.55万 | 0.09% | 14,429 | 14,429 | — | $36.55万 | 新建仓 |
| EFG | ISHARES TR | $36.63万 | 0.09% | 2,944 | -258 | -8.1% | -$3.21万 | 减仓 |
| SBUX | STARBUCKS CORP | $37.17万 | 0.10% | 3,638 | 1 | 0.0% | $102 | 加仓 |
| DVY | ISHARES TR | $37.47万 | 0.10% | 2,397 | 2 | 0.1% | $313 | 加仓 |
| GE | GE AEROSPACE | $38.36万 | 0.10% | 1,027 | -31 | -2.9% | -$1.16万 | 减仓 |
| V | VISA INC | $38.62万 | 0.10% | 1,126 | -123 | -9.8% | -$4.22万 | 减仓 |
| IMCG | ISHARES TR | $40.02万 | 0.10% | 4,071 | 56 | 1.4% | $5,505 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $40.84万 | 0.10% | 7,746 | -2,060 | -21.0% | -$10.86万 | 减仓 |
| SMH | VANECK ETF TRUST | $40.99万 | 0.11% | 625 | 99 | 18.8% | $6.49万 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $41.54万 | 0.11% | 34,759 | -10,246 | -22.8% | -$12.24万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $41.62万 | 0.11% | 5,011 | -336 | -6.3% | -$2.79万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $42.51万 | 0.11% | 9,662 | 59 | 0.6% | $2,596 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $43.89万 | 0.11% | 8,385 | -2,479 | -22.8% | -$12.97万 | 减仓 |
| NOBL | PROSHARES TR | $44.01万 | 0.11% | 7,836 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $44.40万 | 0.11% | 8,348 | -4,705 | -36.0% | -$25.03万 | 减仓 |
| IOO | ISHARES TR | $46.36万 | 0.12% | 3,394 | 13 | 0.4% | $1,776 | 加仓 |
| VLO | VALERO ENERGY CORP | $48.88万 | 0.13% | 1,877 | -22 | -1.2% | -$5,730 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $48.94万 | 0.13% | 4,335 | 6 | 0.1% | $677 | 加仓 |
| IEMG | ISHARES INC | $48.94万 | 0.13% | 5,908 | -3,205 | -35.2% | -$26.55万 | 减仓 |
| CAT | CATERPILLAR INC | $49.94万 | 0.13% | 469 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $50.43万 | 0.13% | 3,612 | -294 | -7.5% | -$4.10万 | 减仓 |
| DAL | DELTA AIR LINES INC | $50.78万 | 0.13% | 5,422 | -99 | -1.8% | -$9,272 | 减仓 |
| VBK | VANGUARD INDEX FDS | $50.90万 | 0.13% | 1,392 | -114 | -7.6% | -$4.17万 | 减仓 |
| CSCO | CISCO SYS INC | $51.66万 | 0.13% | 4,398 | -254 | -5.5% | -$2.98万 | 减仓 |
| ET | ENERGY TRANSFER L P | $52.63万 | 0.14% | 27,528 | -684 | -2.4% | -$1.31万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $53.57万 | 0.14% | 2,812 | -662 | -19.1% | -$12.61万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $53.70万 | 0.14% | 13,381 | -29,808 | -69.0% | -$119.62万 | 减仓 |
| MCD | MCDONALDS CORP | $53.92万 | 0.14% | 1,995 | -42 | -2.1% | -$1.14万 | 减仓 |
| OEF | ISHARES TR | $54.82万 | 0.14% | 1,498 | 142 | 10.5% | $5.20万 | 加仓 |
| DGRW | WISDOMTREE TR | $55.99万 | 0.14% | 5,856 | 1,543 | 35.8% | $14.75万 | 加仓 |
| VV | VANGUARD INDEX FDS | $57.66万 | 0.15% | 1,676 | -194 | -10.4% | -$6.67万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.86万 | 0.15% | 996 | 84 | 9.2% | $4.88万 | 加仓 |
| FAST | FASTENAL CO | $59.56万 | 0.15% | 12,401 | 67 | 0.5% | $3,218 | 加仓 |
| PKG | PACKAGING CORP AMER | $59.71万 | 0.15% | 2,506 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $60.47万 | 0.16% | 3,674 | 156 | 4.4% | $2.57万 | 加仓 |
| BXC | BLUELINX HLDGS INC | $61.68万 | 0.16% | 9,967 | 2,074 | 26.3% | $12.83万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $62.24万 | 0.16% | 17,881 | -10,365 | -36.7% | -$36.08万 | 减仓 |
| CWB | SPDR SERIES TRUST | $62.32万 | 0.16% | 5,780 | 11 | 0.2% | $1,186 | 加仓 |
| PFF | ISHARES TR | $63.11万 | 0.16% | 20,697 | -1,798 | -8.0% | -$5.48万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $63.58万 | 0.16% | 11,859 | -2,965 | -20.0% | -$15.90万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $65.89万 | 0.17% | 2,676 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $66.24万 | 0.17% | 3,113 | -595 | -16.0% | -$12.66万 | 减仓 |
| RIO | RIO TINTO PLC | $66.57万 | 0.17% | 7,013 | -155 | -2.2% | -$1.47万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $67.18万 | 0.17% | 9,878 | -1,077 | -9.8% | -$7.33万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $68.95万 | 0.18% | 2,192 | 9 | 0.4% | $2,831 | 加仓 |
| LQD | ISHARES TR | $69.10万 | 0.18% | 6,335 | 777 | 14.0% | $8.48万 | 加仓 |
| META | META PLATFORMS INC | $73.91万 | 0.19% | 1,312 | -34 | -2.5% | -$1.92万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $74.51万 | 0.19% | 2,276 | -685 | -23.1% | -$22.43万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.19% | 1 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $77.18万 | 0.20% | 1,835 | -11 | -0.6% | -$4,627 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $77.94万 | 0.20% | 10,180 | 37 | 0.4% | $2,833 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $78.40万 | 0.20% | 4,366 | 10 | 0.2% | $1,796 | 加仓 |
| MBB | ISHARES TR | $78.67万 | 0.20% | 8,324 | -1,563 | -15.8% | -$14.77万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $80.04万 | 0.21% | 30,204 | -10,091 | -25.0% | -$26.74万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $81.97万 | 0.21% | 876 | 11 | 1.3% | $1.03万 | 加仓 |
| USMV | ISHARES TR | $83.45万 | 0.21% | 8,652 | -86 | -1.0% | -$8,295 | 减仓 |
| IVE | ISHARES TR | $84.27万 | 0.22% | 3,711 | -466 | -11.2% | -$10.58万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $86.21万 | 0.22% | 21,727 | 4,099 | 23.3% | $16.26万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $87.72万 | 0.23% | 2,593 | -127 | -4.7% | -$4.30万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $92.00万 | 0.24% | 6,274 | 21 | 0.3% | $3,079 | 加仓 |
| FEGE | RBB FUND TRUST | $92.01万 | 0.24% | 18,809 | -261 | -1.4% | -$1.28万 | 减仓 |
| IWD | ISHARES TR | $94.41万 | 0.24% | 3,894 | -131 | -3.3% | -$3.18万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $94.55万 | 0.24% | 15,682 | -9,339 | -37.3% | -$56.31万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $97.20万 | 0.25% | 842 | 61 | 7.8% | $7.04万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $99.09万 | 0.25% | 7,828 | 18 | 0.2% | $2,278 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $100.87万 | 0.26% | 20,129 | -61 | -0.3% | -$3,057 | 减仓 |
| WELL | WELLTOWER INC | $103.03万 | 0.26% | 4,539 | -108 | -2.3% | -$2.45万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $103.03万 | 0.26% | 40,043 | 2,596 | 6.9% | $6.68万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $104.96万 | 0.27% | 4,436 | -299 | -6.3% | -$7.07万 | 减仓 |
| MTUM | ISHARES TR | $104.98万 | 0.27% | 3,062 | 531 | 21.0% | $18.20万 | 加仓 |
| HDV | ISHARES TR | $107.94万 | 0.28% | 39,380 | 430 | 1.1% | $1.18万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $109.14万 | 0.28% | 11,266 | 30 | 0.3% | $2,906 | 加仓 |
| DGRO | ISHARES TR | $109.25万 | 0.28% | 14,414 | -693 | -4.6% | -$5.25万 | 减仓 |
| MUB | ISHARES TR | $110.93万 | 0.28% | 10,307 | -1,086 | -9.5% | -$11.69万 | 减仓 |
| ACWX | ISHARES TR | $113.22万 | 0.29% | 14,876 | 3,454 | 30.2% | $26.29万 | 加仓 |
| IWF | ISHARES TR | $114.41万 | 0.29% | 9,214 | -1,406 | -13.2% | -$17.46万 | 减仓 |
| MGK | VANGUARD WORLD FD | $116.66万 | 0.30% | 13,270 | -1,115 | -7.8% | -$9.80万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $118.16万 | 0.30% | 15,166 | -694 | -4.4% | -$5.41万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $122.05万 | 0.31% | 6,589 | -128 | -1.9% | -$2.37万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $124.59万 | 0.32% | 47,957 | 5,460 | 12.8% | $14.19万 | 加仓 |
| — | EXXON MOBIL CORP | $127.72万 | 0.33% | 9,342 | -7,474 | -44.4% | -$102.19万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $128.09万 | 0.33% | 34,193 | -6,483 | -15.9% | -$24.29万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $130.59万 | 0.34% | 35,885 | 25,549 | 247.2% | $92.97万 | 加仓 |
| MGC | VANGUARD WORLD FD | $131.08万 | 0.34% | 4,790 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $133.86万 | 0.34% | 27,641 | -960 | -3.4% | -$4.65万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $135.31万 | 0.35% | 22,669 | -148 | -0.6% | -$8,834 | 减仓 |
| SPYM | SPDR SERIES TRUST | $136.23万 | 0.35% | 15,502 | 3,157 | 25.6% | $27.74万 | 加仓 |
| GOOGL | ALPHABET INC | $137.39万 | 0.35% | 3,845 | -499 | -11.5% | -$17.83万 | 减仓 |
| GOOG | ALPHABET INC | $139.94万 | 0.36% | 3,961 | -416 | -9.5% | -$14.70万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $144.62万 | 0.37% | 59,636 | 738 | 1.3% | $1.79万 | 加仓 |