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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $88.92万 | 0.22% | 2,720 | -153 | -5.3% | -$5.00万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $85.28万 | 0.21% | 4,356 | -24 | -0.5% | -$4,699 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $84.36万 | 0.21% | 865 | -160 | -15.6% | -$15.60万 | 减仓 |
| ACWX | ISHARES TR | $84.09万 | 0.21% | 11,422 | 3,018 | 35.9% | $22.22万 | 加仓 |
| T | AT&T INC | $82.62万 | 0.21% | 32,248 | -77 | -0.2% | -$1,973 | 减仓 |
| USMV | ISHARES TR | $81.85万 | 0.21% | 8,738 | 310 | 3.7% | $2.90万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $76.76万 | 0.19% | 14,824 | 1,571 | 11.9% | $8.13万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $74.92万 | 0.19% | 10,143 | 53 | 0.5% | $3,915 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $74.02万 | 0.19% | 3,708 | 411 | 12.5% | $8.21万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.68万 | 0.18% | 1 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $71.29万 | 0.18% | 17,628 | 9,991 | 130.8% | $40.40万 | 加仓 |
| RIO | RIO TINTO PLC | $70.87万 | 0.18% | 7,168 | -254 | -3.4% | -$2.51万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $70.55万 | 0.18% | 13,053 | -1,800 | -12.1% | -$9.73万 | 减仓 |
| PFF | ISHARES TR | $70.30万 | 0.18% | 22,495 | -2,652 | -10.5% | -$8.29万 | 减仓 |
| IEMG | ISHARES INC | $69.53万 | 0.17% | 9,113 | 604 | 7.1% | $4.61万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $68.47万 | 0.17% | 10,955 | 1,138 | 11.6% | $7.11万 | 加仓 |
| MTUM | ISHARES TR | $68.43万 | 0.17% | 2,531 | -76 | -2.9% | -$2.05万 | 减仓 |
| EFV | ISHARES TR | $68.31万 | 0.17% | 8,706 | 714 | 8.9% | $5.60万 | 加仓 |
| TSLA | TESLA INC | $67.23万 | 0.17% | 1,846 | -193 | -9.5% | -$7.03万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $65.42万 | 0.16% | 2,183 | 9 | 0.4% | $2,697 | 加仓 |
| MCD | MCDONALDS CORP | $61.76万 | 0.16% | 2,037 | 8 | 0.4% | $2,425 | 加仓 |
| SMMU | PIMCO ETF TR | $61.37万 | 0.15% | 12,154 | -20,000 | -62.2% | -$100.98万 | 减仓 |
| LQD | ISHARES TR | $61.12万 | 0.15% | 5,558 | 2,064 | 59.1% | $22.70万 | 加仓 |
| VV | VANGUARD INDEX FDS | $59.69万 | 0.15% | 1,870 | -8 | -0.4% | -$2,554 | 减仓 |
| VXF | VANGUARD INDEX FDS | $58.90万 | 0.15% | 2,676 | 6 | 0.2% | $1,321 | 加仓 |
| STIP | ISHARES TR | $58.48万 | 0.15% | 5,642 | -21,698 | -79.4% | -$224.90万 | 减仓 |
| CWB | SPDR SERIES TRUST | $57.02万 | 0.14% | 5,769 | 15 | 0.3% | $1,483 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $56.88万 | 0.14% | 10,864 | 2,873 | 36.0% | $15.04万 | 加仓 |
| FAST | FASTENAL CO | $55.04万 | 0.14% | 12,334 | 65 | 0.5% | $2,900 | 加仓 |
| IWS | ISHARES TR | $54.05万 | 0.14% | 3,518 | 406 | 13.0% | $6.24万 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $54.01万 | 0.14% | 45,005 | -4,171 | -8.5% | -$5.01万 | 减仓 |
| QUAL | ISHARES TR | $53.63万 | 0.13% | 2,639 | 241 | 10.1% | $4.90万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $53.57万 | 0.13% | 3,948 | 1,500 | 61.3% | $20.36万 | 加仓 |
| ET | ENERGY TRANSFER L P | $52.84万 | 0.13% | 28,212 | -222 | -0.8% | -$4,158 | 减仓 |
| PKG | PACKAGING CORP AMER | $52.61万 | 0.13% | 2,506 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $51.39万 | 0.13% | 3,474 | 1,029 | 42.1% | $15.22万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $51.15万 | 0.13% | 30,776 | -38,741 | -55.7% | -$64.39万 | 减仓 |
| IWP | ISHARES TR | $49.79万 | 0.13% | 3,702 | 363 | 10.9% | $4.88万 | 加仓 |
| TLH | ISHARES TR | $49.47万 | 0.12% | 4,879 | 367 | 8.1% | $3.72万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $49.19万 | 0.12% | 1,506 | -52 | -3.3% | -$1.70万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $46.62万 | 0.12% | 4,329 | 384 | 9.7% | $4.14万 | 加仓 |
| AVGO | BROADCOM INC | $46.62万 | 0.12% | 1,224 | -890 | -42.1% | -$33.90万 | 减仓 |
| OEF | ISHARES TR | $46.26万 | 0.12% | 1,356 | -926 | -40.6% | -$31.59万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $46.08万 | 0.12% | 19,753 | 19,753 | — | $46.08万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $44.74万 | 0.11% | 1,899 | 132 | 7.5% | $3.11万 | 加仓 |
| BXC | BLUELINX HLDGS INC | $44.71万 | 0.11% | 7,893 | 30 | 0.4% | $1,699 | 加仓 |
| IOO | ISHARES TR | $44.01万 | 0.11% | 3,381 | -61 | -1.8% | -$7,941 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $43.56万 | 0.11% | 5,347 | 7 | 0.1% | $570 | 加仓 |
| ABT | ABBOTT LABORATORIES | $43.02万 | 0.11% | 4,257 | -11 | -0.3% | -$1,112 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $42.43万 | 0.11% | 8,429 | 1,208 | 16.7% | $6.08万 | 加仓 |
| NOBL | PROSHARES TR | $42.18万 | 0.11% | 3,918 | -136 | -3.4% | -$1.46万 | 减仓 |
| PEP | PEPSICO INC | $41.62万 | 0.10% | 2,673 | -1,866 | -41.1% | -$29.06万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $41.23万 | 0.10% | 9,603 | 812 | 9.2% | $3.49万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $40.69万 | 0.10% | 1,071 | -223 | -17.2% | -$8.47万 | 减仓 |
| DGRW | WISDOMTREE TR | $39.73万 | 0.10% | 4,313 | -81 | -1.8% | -$7,461 | 减仓 |
| DAL | DELTA AIR LINES INC | $39.59万 | 0.10% | 5,521 | 1 | 0.0% | $72 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $39.47万 | 0.10% | 12,702 | 12,702 | — | $39.47万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $39.30万 | 0.10% | 9,050 | -8,048 | -47.1% | -$34.95万 | 减仓 |
| V | VISA INC | $38.89万 | 0.10% | 1,249 | -118 | -8.6% | -$3.67万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $38.84万 | 0.10% | 9,806 | 2,727 | 38.5% | $10.80万 | 加仓 |
| EFG | ISHARES TR | $38.66万 | 0.10% | 3,202 | 3,202 | — | $38.66万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $38.59万 | 0.10% | 4,318 | -948 | -18.0% | -$8.47万 | 减仓 |
| IEUR | ISHARES TR | $38.49万 | 0.10% | 5,108 | 1,212 | 31.1% | $9.13万 | 加仓 |
| CSCO | CISCO SYS INC | $38.43万 | 0.10% | 4,652 | 12 | 0.3% | $991 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $38.38万 | 0.10% | 5,346 | -2,888 | -35.1% | -$20.74万 | 减仓 |
| IHDG | WISDOMTREE TR | $38.12万 | 0.10% | 7,500 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $37.69万 | 0.09% | 10,118 | -219 | -2.1% | -$8,158 | 减仓 |
| CAT | CATERPILLAR INC | $37.25万 | 0.09% | 469 | -90 | -16.1% | -$7.15万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $36.80万 | 0.09% | 18,700 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $36.77万 | 0.09% | 4,379 | 207 | 5.0% | $1.74万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $36.48万 | 0.09% | 10,336 | 10,336 | — | $36.48万 | 新建仓 |
| DVY | ISHARES TR | $36.45万 | 0.09% | 2,395 | 2 | 0.1% | $304 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $36.37万 | 0.09% | 781 | 11 | 1.4% | $5,123 | 加仓 |
| SBUX | STARBUCKS CORP | $35.81万 | 0.09% | 3,637 | -297 | -7.5% | -$2.92万 | 减仓 |
| GLDM | WORLD GOLD TR | $35.81万 | 0.09% | 3,734 | 210 | 6.0% | $2.01万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $35.60万 | 0.09% | 4,590 | 370 | 8.8% | $2.87万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $35.49万 | 0.09% | 11,376 | 2,120 | 22.9% | $6.61万 | 加仓 |
| IMCG | ISHARES TR | $34.31万 | 0.09% | 4,015 | 118 | 3.0% | $1.01万 | 加仓 |
| — | HARBOR ETF TRUST | $34.20万 | 0.09% | 7,524 | 114 | 1.5% | $5,182 | 加仓 |
| VBR | VANGUARD INDEX FDS | $33.80万 | 0.08% | 1,483 | -3,125 | -67.8% | -$71.22万 | 减仓 |
| GE | GE AEROSPACE | $33.65万 | 0.08% | 1,058 | -36 | -3.3% | -$1.14万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $33.37万 | 0.08% | 1,751 | -575 | -24.7% | -$10.96万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $32.95万 | 0.08% | 10,285 | 212 | 2.1% | $6,792 | 加仓 |
| CVX | CHEVRON CORPORATION | $32.85万 | 0.08% | 1,757 | -380 | -17.8% | -$7.11万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $32.50万 | 0.08% | 7,641 | -1,295 | -14.5% | -$5.51万 | 减仓 |
| VGT | VANGUARD WORLD FD | $31.97万 | 0.08% | 415 | 16 | 4.0% | $1.23万 | 加仓 |
| IUSV | ISHARES TR | $31.68万 | 0.08% | 3,004 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $31.58万 | 0.08% | 6,054 | -103 | -1.7% | -$5,373 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $31.40万 | 0.08% | 4,244 | -301 | -6.6% | -$2.23万 | 减仓 |
| AMLP | ALPS ETF TR | $31.10万 | 0.08% | 6,032 | 337 | 5.9% | $1.74万 | 加仓 |
| INSM | INSMED INC | $30.68万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $30.66万 | 0.08% | 6,742 | -589 | -8.0% | -$2.68万 | 减仓 |
| IWB | ISHARES TR | $29.98万 | 0.08% | 788 | -76 | -8.8% | -$2.89万 | 减仓 |
| RTX | RTX CORPORATION | $29.94万 | 0.08% | 1,476 | -99 | -6.3% | -$2.01万 | 减仓 |
| GLD | SPDR GOLD TR | $29.82万 | 0.07% | 670 | -115 | -14.6% | -$5.12万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $29.37万 | 0.07% | 7,501 | 1,512 | 25.2% | $5.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $29.30万 | 0.07% | 4,500 | -9,600 | -68.1% | -$62.50万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $29.19万 | 0.07% | 3,971 | 10 | 0.3% | $735 | 加仓 |
| MO | ALTRIA GROUP INC | $29.16万 | 0.07% | 4,444 | -190 | -4.1% | -$1.25万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $28.60万 | 0.07% | 3,097 | -1,200 | -27.9% | -$11.08万 | 减仓 |