13F 机构持仓

LongView Wealth Management

ATLANTA GA · SEC CIK 0001990190

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.90亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHD 5.1%
ILCG 3.9%
AAPL 3.8%
FBND 3.6%
CGGR 3.3%
SCHX 3.2%
CGDV 3.1%
HD 3.0%
CGBL 2.7%
VOO 2.3%

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
FNCL FIDELITY COVINGTON TRUST $77.94万0.20%10,180 370.4% $2,833 加仓
TSLA TESLA INC $77.18万0.20%1,835 -11-0.6% -$4,627 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.19%1 00.0% — 不变
JPM JPMORGAN CHASE & CO $74.51万0.19%2,276 -685-23.1% -$22.43万 减仓
META META PLATFORMS INC $73.91万0.19%1,312 -34-2.5% -$1.92万 减仓
LQD ISHARES TR $69.10万0.18%6,335 77714.0% $8.48万 加仓
NSC NORFOLK SOUTHN CORP $68.95万0.18%2,192 90.4% $2,831 加仓
DYNF BLACKROCK ETF TRUST $67.18万0.17%9,878 -1,077-9.8% -$7.33万 减仓
RIO RIO TINTO PLC $66.57万0.17%7,013 -155-2.2% -$1.47万 减仓
RSP INVESCO EXCHANGE TRADED FD T $66.24万0.17%3,113 -595-16.0% -$12.66万 减仓
VXF VANGUARD INDEX FDS $65.89万0.17%2,676 00.0% — 不变
XLF SELECT SECTOR SPDR TR $63.58万0.16%11,859 -2,965-20.0% -$15.90万 减仓
PFF ISHARES TR $63.11万0.16%20,697 -1,798-8.0% -$5.48万 减仓
CWB SPDR SERIES TRUST $62.32万0.16%5,780 110.2% $1,186 加仓
SCHV SCHWAB STRATEGIC TR $62.24万0.16%17,881 -10,365-36.7% -$36.08万 减仓
BXC BLUELINX HLDGS INC $61.68万0.16%9,967 2,07426.3% $12.83万 加仓
IWS ISHARES TR $60.47万0.16%3,674 1564.4% $2.57万 加仓
PKG PACKAGING CORP AMER $59.71万0.15%2,506 00.0% — 不变
FAST FASTENAL CO $59.56万0.15%12,401 670.5% $3,218 加仓
AMD ADVANCED MICRO DEVICES INC $57.86万0.15%996 849.2% $4.88万 加仓
VV VANGUARD INDEX FDS $57.66万0.15%1,676 -194-10.4% -$6.67万 减仓
DGRW WISDOMTREE TR $55.99万0.14%5,856 1,54335.8% $14.75万 加仓
OEF ISHARES TR $54.82万0.14%1,498 14210.5% $5.20万 加仓
MCD MCDONALDS CORP $53.92万0.14%1,995 -42-2.1% -$1.14万 减仓
FENI FIDELITY COVINGTON TRUST $53.70万0.14%13,381 -29,808-69.0% -$119.62万 减仓
XLK SELECT SECTOR SPDR TR $53.57万0.14%2,812 -662-19.1% -$12.61万 减仓
ET ENERGY TRANSFER L P $52.63万0.14%27,528 -684-2.4% -$1.31万 减仓
CSCO CISCO SYS INC $51.66万0.13%4,398 -254-5.5% -$2.98万 减仓
VBK VANGUARD INDEX FDS $50.90万0.13%1,392 -114-7.6% -$4.17万 减仓
DAL DELTA AIR LINES INC $50.78万0.13%5,422 -99-1.8% -$9,272 减仓
INTC INTEL CORP $50.43万0.13%3,612 -294-7.5% -$4.10万 减仓
CAT CATERPILLAR INC $49.94万0.13%469 00.0% — 不变
IEMG ISHARES INC $48.94万0.13%5,908 -3,205-35.2% -$26.55万 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $48.94万0.13%4,335 60.1% $677 加仓
VLO VALERO ENERGY CORP $48.88万0.13%1,877 -22-1.2% -$5,730 减仓
IOO ISHARES TR $46.36万0.12%3,394 130.4% $1,776 加仓
AKRE PROFESIONALLY MANAGED PORTFO $44.40万0.11%8,348 -4,705-36.0% -$25.03万 减仓
NOBL PROSHARES TR $44.01万0.11%7,836 00.0% — 不变
BINC BLACKROCK ETF TRUST II $43.89万0.11%8,385 -2,479-22.8% -$12.97万 减仓
LVHD LEGG MASON ETF INVT $42.51万0.11%9,662 590.6% $2,596 加仓
XLP SELECT SECTOR SPDR TR $41.62万0.11%5,011 -336-6.3% -$2.79万 减仓
PCN PIMCO CORPORATE & INCM STRG $41.54万0.11%34,759 -10,246-22.8% -$12.24万 减仓
SMH VANECK ETF TRUST $40.99万0.11%625 9918.8% $6.49万 加仓
BAI BLACKROCK ETF TRUST $40.84万0.10%7,746 -2,060-21.0% -$10.86万 减仓
IMCG ISHARES TR $40.02万0.10%4,071 561.4% $5,505 加仓
V VISA INC $38.62万0.10%1,126 -123-9.8% -$4.22万 减仓
GE GE AEROSPACE $38.36万0.10%1,027 -31-2.9% -$1.16万 减仓
DVY ISHARES TR $37.47万0.10%2,397 20.1% $313 加仓
SBUX STARBUCKS CORP $37.17万0.10%3,638 10.0% $102 加仓
EFG ISHARES TR $36.63万0.09%2,944 -258-8.1% -$3.21万 减仓
— CAPITAL GRP FIXED INCM ETF T $36.55万0.09%14,429 14,429— $36.55万 新建仓
AVUV AMERICAN CENTY ETF TR $36.52万0.09%2,928 88743.5% $11.06万 加仓
SCZ ISHARES TR $36.31万0.09%4,414 350.8% $2,879 加仓
GARP ISHARES TR $35.54万0.09%4,305 -18,000-80.7% -$148.60万 减仓
TLH ISHARES TR $35.49万0.09%3,537 -1,342-27.5% -$13.47万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $35.43万0.09%3,932 3,932— $35.43万 新建仓
ABT ABBOTT LABORATORIES $35.42万0.09%3,903 -354-8.3% -$3.21万 减仓
— HARBOR ETF TRUST $34.61万0.09%7,597 731.0% $3,326 加仓
AVGO BROADCOM INC $34.20万0.09%905 -319-26.1% -$12.05万 减仓
CGCV CAPITAL GROUP CONSERVATIVE E $33.62万0.09%10,245 -2,457-19.3% -$8.06万 减仓
EFV ISHARES TR $33.60万0.09%4,389 -4,317-49.6% -$33.05万 减仓
AMLP ALPS ETF TR $33.36万0.09%6,435 4036.7% $2.09万 加仓
SCHR SCHWAB STRATEGIC TR $33.34万0.09%13,520 4,70053.3% $11.59万 加仓
EPD ENTERPRISE PRODS PARTNERS L $33.00万0.08%8,978 -1,140-11.3% -$4.19万 减仓
QQQM INVESCO EXCH TRADED FD TR II $32.80万0.08%1,083 20.2% $606 加仓
PLTR PALANTIR TECHNOLOGIES INC $32.64万0.08%2,798 -1,150-29.1% -$13.42万 减仓
FHLC FIDELITY COVINGTON TRUST $32.13万0.08%4,159 -1,187-22.2% -$9.17万 减仓
MO ALTRIA GROUP INC $31.97万0.08%4,444 00.0% — 不变
FSTA FIDELITY COVINGTON TRUST $31.88万0.08%6,069 150.2% $788 加仓
BND VANGUARD BD INDEX FDS $31.16万0.08%4,244 00.0% — 不变
BLCR BLACKROCK ETF TRUST $31.15万0.08%6,184 1,12622.3% $5.67万 加仓
GLDM WORLD GOLD TR $30.18万0.08%3,800 661.8% $5,242 加仓
ESGV VANGUARD WORLD FD $30.05万0.08%2,272 40.2% $529 加仓
IJR ISHARES TR $29.75万0.08%2,006 1085.7% $1.60万 加仓
PEP PEPSICO INC $29.22万0.07%2,158 -515-19.3% -$6.97万 减仓
CORO BLACKROCK ETF TRUST $28.87万0.07%7,888 7,888— $28.87万 新建仓
FENY FIDELITY COVINGTON TRUST $28.71万0.07%9,713 -1,663-14.6% -$4.92万 减仓
MDYV SPDR SERIES TRUST $28.65万0.07%3,021 -1,297-30.0% -$12.30万 减仓
SHW SHERWIN WILLIAMS CO $28.58万0.07%830 -9-1.1% -$3,099 减仓
VXUS VANGUARD STAR FDS $28.56万0.07%3,340 1344.2% $1.15万 加仓
ADP AUTOMATIC DATA PROCESSING IN $28.53万0.07%1,274 00.0% — 不变
CGHM CAPITAL GRP FIXED INCM ETF T $28.44万0.07%11,001 -29,981-73.2% -$77.50万 减仓
XLE SELECT SECTOR SPDR TR $28.38万0.07%5,344 5,344— $28.38万 新建仓
CVX CHEVRON CORPORATION $28.36万0.07%1,711 -46-2.6% -$7,623 减仓
BFLX BLACKROCK ETF TRUST $28.24万0.07%11,023 11,023— $28.24万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $28.18万0.07%377 00.0% — 不变
T AT&T INC $28.09万0.07%13,568 -18,680-57.9% -$38.67万 减仓
IWB ISHARES TR $27.95万0.07%682 -106-13.5% -$4.34万 减仓
FCOM FIDELITY COVINGTON TRUST $27.66万0.07%3,981 100.3% $695 加仓
SDY SPDR SERIES TRUST $27.62万0.07%1,815 -47-2.5% -$7,152 重新持有
OKE ONEOK INC NEW $27.57万0.07%3,171 1525.0% $1.32万 加仓
RTX RTX CORPORATION $27.53万0.07%1,451 -25-1.7% -$4,744 减仓
— INVESCO ACTIVELY MANAGED EXC $27.52万0.07%2,683 1184.6% $1.21万 加仓
FELG FIDELITY COVINGTON TRUST $27.06万0.07%6,184 6,184— $27.06万 新建仓
IALT BLACKROCK ETF TRUST $26.91万0.07%9,593 9,593— $26.91万 新建仓
VZ VERIZON COMMUNICATIONS INC $26.48万0.07%6,255 -487-7.2% -$2.06万 减仓
VEU VANGUARD INTL EQUITY INDEX F $26.08万0.07%3,114 1083.6% $9,045 加仓
TFC TRUIST FINL CORP $25.86万0.07%5,191 -138-2.6% -$6,875 减仓
IEF ISHARES TR $25.80万0.07%2,728 2,728— $25.80万 新建仓
DXJ WISDOMTREE TR $25.71万0.07%1,481 1249.1% $2.15万 加仓