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 |
|---|---|---|---|---|---|---|---|---|
| FELC | FIDELITY COVINGTON TRUST | $147.74万 | 0.38% | 35,252 | 8,613 | 32.3% | $36.10万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $150.89万 | 0.39% | 45,765 | 1,520 | 3.4% | $5.01万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $153.76万 | 0.39% | 25,504 | 3,778 | 17.4% | $22.78万 | 加仓 |
| IEFA | ISHARES TR | $155.49万 | 0.40% | 16,099 | -1,606 | -9.1% | -$15.51万 | 减仓 |
| REZ | ISHARES TR | $156.54万 | 0.40% | 16,532 | 2,676 | 19.3% | $25.34万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $160.75万 | 0.41% | 57,950 | 3,933 | 7.3% | $10.91万 | 加仓 |
| ABBV | ABBVIE INC | $171.16万 | 0.44% | 6,802 | -1,079 | -13.7% | -$27.15万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $175.83万 | 0.45% | 16,356 | -325 | -1.9% | -$3.49万 | 减仓 |
| GOVT | ISHARES TR | $177.21万 | 0.45% | 77,794 | 15,116 | 24.1% | $34.43万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $178.54万 | 0.46% | 11,298 | 116 | 1.0% | $1.83万 | 加仓 |
| WMT | WALMART INC | $178.86万 | 0.46% | 15,792 | 10 | 0.1% | $1,133 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $179.12万 | 0.46% | 37,093 | 3,983 | 12.0% | $19.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $194.30万 | 0.50% | 3,883 | -1,482 | -27.6% | -$74.16万 | 减仓 |
| IUSB | ISHARES TR | $202.88万 | 0.52% | 43,961 | 14,690 | 50.2% | $67.79万 | 加仓 |
| SO | SOUTHERN CO | $203.36万 | 0.52% | 21,247 | -10,003 | -32.0% | -$95.74万 | 减仓 |
| IVW | ISHARES TR | $210.76万 | 0.54% | 15,325 | 273 | 1.8% | $3.75万 | 加仓 |
| ICSH | ISHARES TR | $230.85万 | 0.59% | 45,641 | -36,864 | -44.7% | -$186.46万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $244.23万 | 0.63% | 109,567 | -8,942 | -7.5% | -$19.93万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $253.08万 | 0.65% | 62,366 | -45,899 | -42.4% | -$186.26万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $255.63万 | 0.66% | 35,879 | -845 | -2.3% | -$6.02万 | 减仓 |
| AGG | ISHARES TR | $255.67万 | 0.66% | 25,831 | 1,878 | 7.8% | $18.59万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $270.51万 | 0.69% | 60,815 | -8,681 | -12.5% | -$38.61万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $274.20万 | 0.70% | 67,338 | -42 | -0.1% | -$1,710 | 减仓 |
| EPS | WISDOMTREE TR | $274.99万 | 0.71% | 35,350 | 2,532 | 7.7% | $19.70万 | 加仓 |
| KO | COCA COLA CO | $277.37万 | 0.71% | 34,129 | -14,955 | -30.5% | -$121.54万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $280.93万 | 0.72% | 107,307 | 11,305 | 11.8% | $29.60万 | 加仓 |
| IVV | ISHARES TR | $281.55万 | 0.72% | 3,760 | -2 | -0.1% | -$1,498 | 减仓 |
| MSFT | MICROSOFT CORP | $285.28万 | 0.73% | 7,648 | -1,201 | -13.6% | -$44.80万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $293.26万 | 0.75% | 55,584 | -30,064 | -35.1% | -$158.62万 | 减仓 |
| IYW | ISHARES TR | $315.51万 | 0.81% | 12,509 | -178 | -1.4% | -$4.49万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $319.20万 | 0.82% | 12,568 | -36 | -0.3% | -$9,143 | 减仓 |
| AFL | AFLAC INC | $340.54万 | 0.87% | 29,044 | -654 | -2.2% | -$7.67万 | 减仓 |
| AMZN | AMAZON COM INC | $351.69万 | 0.90% | 14,756 | -2,118 | -12.6% | -$50.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $355.51万 | 0.91% | 17,767 | -1,780 | -9.1% | -$35.62万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $359.50万 | 0.92% | 84,928 | -317 | -0.4% | -$1.34万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $369.15万 | 0.95% | 16,939 | -318 | -1.8% | -$6.93万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $374.44万 | 0.96% | 136,308 | -2,356 | -1.7% | -$6.47万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $390.46万 | 1.00% | 69,132 | 7,957 | 13.0% | $44.94万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $407.32万 | 1.04% | 11,007 | 232 | 2.2% | $8.59万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $436.42万 | 1.12% | 123,843 | -1,628 | -1.3% | -$5.74万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $437.92万 | 1.12% | 160,235 | 26,800 | 20.1% | $73.24万 | 加仓 |
| IQLT | ISHARES TR | $439.08万 | 1.13% | 88,614 | -26,450 | -23.0% | -$131.06万 | 减仓 |
| VB | VANGUARD INDEX FDS | $450.82万 | 1.16% | 14,873 | -1,067 | -6.7% | -$32.34万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $453.30万 | 1.16% | 120,849 | 3,894 | 3.3% | $14.61万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $487.23万 | 1.25% | 31,043 | 132 | 0.4% | $2.07万 | 加仓 |
| VO | VANGUARD INDEX FDS | $496.99万 | 1.27% | 61,684 | 1,460 | 2.4% | $11.76万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $517.81万 | 1.33% | 153,019 | 10,262 | 7.2% | $34.73万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $657.80万 | 1.69% | 207,312 | 7,934 | 4.0% | $25.17万 | 加仓 |
| GPC | GENUINE PARTS CO | $775.96万 | 1.99% | 65,771 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $796.24万 | 2.04% | 92,435 | -583 | -0.6% | -$5.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $861.61万 | 2.21% | 11,700 | 157 | 1.4% | $11.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $895.16万 | 2.30% | 13,034 | 1,094 | 9.2% | $75.14万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,049.48万 | 2.69% | 276,470 | 12,137 | 4.6% | $46.07万 | 加仓 |
| HD | HOME DEPOT INC | $1,157.33万 | 2.97% | 32,815 | 1,455 | 4.6% | $51.32万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,200.40万 | 3.08% | 243,588 | -14,448 | -5.6% | -$71.20万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,230.88万 | 3.16% | 418,242 | 138 | 0.0% | $4,061 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,270.90万 | 3.26% | 269,258 | -2,542 | -0.9% | -$12.00万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,408.58万 | 3.61% | 309,647 | 10,073 | 3.4% | $45.82万 | 加仓 |
| AAPL | APPLE INC | $1,497.07万 | 3.84% | 51,737 | -1,726 | -3.2% | -$49.94万 | 减仓 |
| ILCG | ISHARES TR | $1,504.43万 | 3.86% | 128,562 | -7,540 | -5.5% | -$88.23万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,996.98万 | 5.12% | 629,765 | -33,637 | -5.1% | -$106.66万 | 减仓 |