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 |
|---|---|---|---|---|---|---|---|---|
| EIPI | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -106,599 | -100.0% | -$236.86万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -10,500 | -100.0% | -$99.69万 | 清仓 |
| SMMU | PIMCO ETF TR | $0 | 0.00% | 0 | -12,154 | -100.0% | -$61.37万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -5,642 | -100.0% | -$58.48万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -30,776 | -100.0% | -$51.15万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -3,702 | -100.0% | -$49.79万 | 清仓 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -19,753 | -100.0% | -$46.08万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -8,429 | -100.0% | -$42.43万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -9,050 | -100.0% | -$39.30万 | 清仓 |
| IHDG | WISDOMTREE TR | $0 | 0.00% | 0 | -7,500 | -100.0% | -$38.12万 | 清仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -18,700 | -100.0% | -$36.80万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,751 | -100.0% | -$33.37万 | 清仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $0 | 0.00% | 0 | -10,285 | -100.0% | -$32.95万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $0 | 0.00% | 0 | -7,641 | -100.0% | -$32.50万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,320 | -100.0% | -$31.97万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -3,004 | -100.0% | -$31.68万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,500 | -100.0% | -$29.30万 | 清仓 |
| VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -3,097 | -100.0% | -$28.60万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -5,208 | -100.0% | -$27.79万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -2,020 | -100.0% | -$27.76万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,638 | -100.0% | -$27.07万 | 清仓 |
| TCAF | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -6,700 | -100.0% | -$25.63万 | 清仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -4,786 | -100.0% | -$24.35万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -378 | -100.0% | -$23.11万 | 清仓 |
| ESML | ISHARES TR | $0 | 0.00% | 0 | -4,600 | -100.0% | -$23.11万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,962 | -100.0% | -$22.34万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,694 | -100.0% | -$21.67万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -4,285 | -100.0% | -$21.45万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -967 | -100.0% | -$21.26万 | 清仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,161 | -100.0% | -$20.63万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -396 | -100.0% | -$20.32万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -7,254 | -100.0% | -$20.13万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,251 | -100.0% | -$20.07万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC | $0 | 0.00% | 0 | -14,969 | -100.0% | -$15.69万 | 清仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $17.80万 | 0.05% | 15,305 | -2,365 | -13.4% | -$2.75万 | 减仓 |
| QUAL | ISHARES TR | $20.19万 | 0.05% | 920 | -1,719 | -65.1% | -$37.73万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $20.44万 | 0.05% | 1,600 | -100 | -5.9% | -$1.28万 | 减仓 |
| FBNC | FIRST BANCORP N C | $20.53万 | 0.05% | 3,211 | 3,211 | — | $20.53万 | 新建仓 |
| KLAC | KLA CORP | $20.89万 | 0.05% | 692 | 692 | — | $20.89万 | 新建仓 |
| WMB | WILLIAMS COS INC | $20.90万 | 0.05% | 2,812 | -102 | -3.5% | -$7,582 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $21.03万 | 0.05% | 2,741 | -1,849 | -40.3% | -$14.18万 | 减仓 |
| GEV | GE VERNOVA INC | $21.05万 | 0.05% | 179 | 179 | — | $21.05万 | 新建仓 |
| LLY | ELI LILLY & CO | $21.32万 | 0.05% | 178 | -283 | -61.4% | -$33.90万 | 重新持有 |
| INSM | INSMED INC | $21.32万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $21.64万 | 0.06% | 5,020 | -2,481 | -33.1% | -$10.70万 | 减仓 |
| VDE | VANGUARD WORLD FD | $21.68万 | 0.06% | 1,444 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $22.16万 | 0.06% | 3,576 | -13,362 | -78.9% | -$82.80万 | 减仓 |
| COP | CONOCOPHILLIPS | $22.34万 | 0.06% | 2,149 | -46 | -2.1% | -$4,781 | 减仓 |
| MINT | PIMCO ETF TR | $22.68万 | 0.06% | 2,250 | 7 | 0.3% | $706 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.61万 | 0.06% | 471 | -5 | -1.1% | -$2,507 | 减仓 |
| LOW | LOWES COS INC | $23.61万 | 0.06% | 1,071 | -23 | -2.1% | -$5,071 | 减仓 |
| IJH | ISHARES TR | $23.70万 | 0.06% | 3,073 | -167 | -5.2% | -$1.29万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.70万 | 0.06% | 843 | -32 | -3.7% | -$8,996 | 减仓 |
| IEUR | ISHARES TR | $24.09万 | 0.06% | 3,205 | -1,903 | -37.3% | -$14.30万 | 减仓 |
| HEFA | ISHARES TR | $24.30万 | 0.06% | 5,178 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $24.43万 | 0.06% | 4,831 | -80 | -1.6% | -$4,045 | 减仓 |
| GLD | SPDR GOLD TR | $24.98万 | 0.06% | 678 | 8 | 1.2% | $2,947 | 加仓 |
| VBR | VANGUARD INDEX FDS | $25.10万 | 0.06% | 1,033 | -450 | -30.3% | -$10.93万 | 减仓 |
| NGG | NATIONAL GRID PLC | $25.25万 | 0.06% | 3,047 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.45万 | 0.07% | 533 | -538 | -50.2% | -$25.69万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $25.47万 | 0.07% | 5,064 | 5,064 | — | $25.47万 | 新建仓 |
| DXJ | WISDOMTREE TR | $25.71万 | 0.07% | 1,481 | 124 | 9.1% | $2.15万 | 加仓 |
| IEF | ISHARES TR | $25.80万 | 0.07% | 2,728 | 2,728 | — | $25.80万 | 新建仓 |
| TFC | TRUIST FINL CORP | $25.86万 | 0.07% | 5,191 | -138 | -2.6% | -$6,875 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $26.08万 | 0.07% | 3,114 | 108 | 3.6% | $9,045 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.48万 | 0.07% | 6,255 | -487 | -7.2% | -$2.06万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $26.91万 | 0.07% | 9,593 | 9,593 | — | $26.91万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $27.06万 | 0.07% | 6,184 | 6,184 | — | $27.06万 | 新建仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $27.52万 | 0.07% | 2,683 | 118 | 4.6% | $1.21万 | 加仓 |
| RTX | RTX CORPORATION | $27.53万 | 0.07% | 1,451 | -25 | -1.7% | -$4,744 | 减仓 |
| OKE | ONEOK INC NEW | $27.57万 | 0.07% | 3,171 | 152 | 5.0% | $1.32万 | 加仓 |
| SDY | SPDR SERIES TRUST | $27.62万 | 0.07% | 1,815 | -47 | -2.5% | -$7,152 | 重新持有 |
| FCOM | FIDELITY COVINGTON TRUST | $27.66万 | 0.07% | 3,981 | 10 | 0.3% | $695 | 加仓 |
| IWB | ISHARES TR | $27.95万 | 0.07% | 682 | -106 | -13.5% | -$4.34万 | 减仓 |
| T | AT&T INC | $28.09万 | 0.07% | 13,568 | -18,680 | -57.9% | -$38.67万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.18万 | 0.07% | 377 | 0 | 0.0% | — | 不变 |
| BFLX | BLACKROCK ETF TRUST | $28.24万 | 0.07% | 11,023 | 11,023 | — | $28.24万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $28.36万 | 0.07% | 1,711 | -46 | -2.6% | -$7,623 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $28.38万 | 0.07% | 5,344 | 5,344 | — | $28.38万 | 新建仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $28.44万 | 0.07% | 11,001 | -29,981 | -73.2% | -$77.50万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $28.53万 | 0.07% | 1,274 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $28.56万 | 0.07% | 3,340 | 134 | 4.2% | $1.15万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $28.58万 | 0.07% | 830 | -9 | -1.1% | -$3,099 | 减仓 |
| MDYV | SPDR SERIES TRUST | $28.65万 | 0.07% | 3,021 | -1,297 | -30.0% | -$12.30万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $28.71万 | 0.07% | 9,713 | -1,663 | -14.6% | -$4.92万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $28.87万 | 0.07% | 7,888 | 7,888 | — | $28.87万 | 新建仓 |
| PEP | PEPSICO INC | $29.22万 | 0.07% | 2,158 | -515 | -19.3% | -$6.97万 | 减仓 |
| IJR | ISHARES TR | $29.75万 | 0.08% | 2,006 | 108 | 5.7% | $1.60万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $30.05万 | 0.08% | 2,272 | 4 | 0.2% | $529 | 加仓 |
| GLDM | WORLD GOLD TR | $30.18万 | 0.08% | 3,800 | 66 | 1.8% | $5,242 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $31.15万 | 0.08% | 6,184 | 1,126 | 22.3% | $5.67万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $31.16万 | 0.08% | 4,244 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $31.88万 | 0.08% | 6,069 | 15 | 0.2% | $788 | 加仓 |
| MO | ALTRIA GROUP INC | $31.97万 | 0.08% | 4,444 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $32.13万 | 0.08% | 4,159 | -1,187 | -22.2% | -$9.17万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.64万 | 0.08% | 2,798 | -1,150 | -29.1% | -$13.42万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $32.80万 | 0.08% | 1,083 | 2 | 0.2% | $606 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.00万 | 0.08% | 8,978 | -1,140 | -11.3% | -$4.19万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $33.34万 | 0.09% | 13,520 | 4,700 | 53.3% | $11.59万 | 加仓 |
| AMLP | ALPS ETF TR | $33.36万 | 0.09% | 6,435 | 403 | 6.7% | $2.09万 | 加仓 |