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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $2,037.31万 | 5.12% | 663,402 | -122,474 | -15.6% | -$376.12万 | 减仓 |
| ILCG | ISHARES TR | $1,433.01万 | 3.60% | 136,102 | -10,966 | -7.5% | -$115.46万 | 减仓 |
| AAPL | APPLE INC | $1,383.78万 | 3.48% | 53,463 | -5,977 | -10.1% | -$154.70万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,378.64万 | 3.46% | 299,574 | 48,640 | 19.4% | $223.84万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,182.87万 | 2.97% | 271,800 | 13,118 | 5.1% | $57.09万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,171.74万 | 2.94% | 258,036 | 19,645 | 8.2% | $89.21万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,144.35万 | 2.87% | 418,104 | -5,816 | -1.4% | -$15.92万 | 减仓 |
| HD | HOME DEPOT INC | $1,074.74万 | 2.70% | 31,360 | -2,618 | -7.7% | -$89.72万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $961.91万 | 2.42% | 264,333 | 19,294 | 7.9% | $70.21万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $762.16万 | 1.91% | 11,940 | 3,027 | 34.0% | $193.22万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $739.05万 | 1.86% | 15,503 | -306 | -1.9% | -$14.59万 | 减仓 |
| QQQ | INVESCO QQQ TR | $725.59万 | 1.82% | 11,543 | -239 | -2.0% | -$15.02万 | 减仓 |
| GPC | GENUINE PARTS CO | $722.82万 | 1.82% | 65,771 | -3,823 | -5.5% | -$42.01万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $655.35万 | 1.65% | 199,378 | 18,617 | 10.3% | $61.19万 | 加仓 |
| IQLT | ISHARES TR | $567.73万 | 1.43% | 115,064 | -48,484 | -29.6% | -$239.22万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $457.76万 | 1.15% | 30,911 | 40 | 0.1% | $5,924 | 加仓 |
| VO | VANGUARD INDEX FDS | $454.57万 | 1.14% | 15,056 | -598 | -3.8% | -$18.05万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $449.83万 | 1.13% | 142,757 | 47,187 | 49.4% | $148.69万 | 加仓 |
| VB | VANGUARD INDEX FDS | $443.51万 | 1.11% | 15,940 | -2,270 | -12.5% | -$63.16万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $443.06万 | 1.11% | 85,648 | -58,496 | -40.6% | -$302.60万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $436.12万 | 1.10% | 116,955 | 2,016 | 1.8% | $7.52万 | 加仓 |
| AMZN | AMAZON COM INC | $420.20万 | 1.06% | 16,874 | -1,386 | -7.6% | -$34.51万 | 减仓 |
| ICSH | ISHARES TR | $417.06万 | 1.05% | 82,505 | -46,524 | -36.1% | -$235.18万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $412.80万 | 1.04% | 125,471 | 3,741 | 3.1% | $12.31万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $409.46万 | 1.03% | 108,265 | -34,478 | -24.2% | -$130.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $384.11万 | 0.96% | 19,547 | -460 | -2.3% | -$9.04万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $380.22万 | 0.96% | 138,664 | 38,134 | 37.9% | $104.56万 | 加仓 |
| KO | COCA COLA CO | $372.55万 | 0.94% | 49,084 | -1,703 | -3.4% | -$12.93万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $369.21万 | 0.93% | 133,435 | 5,961 | 4.7% | $16.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $369.19万 | 0.93% | 10,775 | 971 | 9.9% | $33.27万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $353.83万 | 0.89% | 61,175 | 17,030 | 38.6% | $98.50万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $350.25万 | 0.88% | 17,257 | -635 | -3.5% | -$12.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $347.87万 | 0.87% | 8,849 | -252 | -2.8% | -$9.91万 | 减仓 |
| AFL | AFLAC INC | $332.43万 | 0.84% | 29,698 | -2,986 | -9.1% | -$33.42万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $315.41万 | 0.79% | 85,245 | -3,784 | -4.3% | -$14.00万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $302.61万 | 0.76% | 12,604 | -1,241 | -9.0% | -$29.80万 | 减仓 |
| SO | SOUTHERN CO | $299.88万 | 0.75% | 31,250 | -3,496 | -10.1% | -$33.55万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $287.92万 | 0.72% | 69,496 | -1,815 | -2.5% | -$7.52万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $281.92万 | 0.71% | 67,380 | 65 | 0.1% | $2,720 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $267.47万 | 0.67% | 118,509 | 1,139 | 1.0% | $2.57万 | 加仓 |
| IVV | ISHARES TR | $262.50万 | 0.66% | 3,762 | 334 | 9.7% | $23.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $256.20万 | 0.64% | 5,365 | -1,893 | -26.1% | -$90.40万 | 减仓 |
| IYW | ISHARES TR | $256.06万 | 0.64% | 12,687 | -304 | -2.3% | -$6.14万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $254.21万 | 0.64% | 96,002 | 3,279 | 3.5% | $8.68万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $252.99万 | 0.64% | 36,724 | 366 | 1.0% | $2.52万 | 加仓 |
| — | EXXON MOBIL CORP | $250.97万 | 0.63% | 16,816 | -1,168 | -6.5% | -$17.43万 | 减仓 |
| AGG | ISHARES TR | $239.00万 | 0.60% | 23,953 | 5 | 0.0% | $499 | 加仓 |
| EPS | WISDOMTREE TR | $238.45万 | 0.60% | 32,818 | 15,107 | 85.3% | $109.77万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $236.86万 | 0.60% | 106,599 | -109,831 | -50.7% | -$244.04万 | 减仓 |
| WMT | WALMART INC | $197.35万 | 0.50% | 15,782 | -4,447 | -22.0% | -$55.61万 | 减仓 |
| IVW | ISHARES TR | $187.68万 | 0.47% | 15,052 | 1,697 | 12.7% | $21.16万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $172.18万 | 0.43% | 16,681 | 25 | 0.2% | $2,581 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $171.89万 | 0.43% | 43,189 | -37,446 | -46.4% | -$149.03万 | 减仓 |
| IEFA | ISHARES TR | $171.26万 | 0.43% | 17,705 | 429 | 2.5% | $4.15万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $171.22万 | 0.43% | 11,182 | 234 | 2.1% | $3.58万 | 加仓 |
| ABBV | ABBVIE INC | $165.70万 | 0.42% | 7,881 | 18 | 0.2% | $3,784 | 加仓 |
| GARP | ISHARES TR | $157.39万 | 0.40% | 22,305 | -1,488 | -6.3% | -$10.50万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $144.72万 | 0.36% | 25,021 | 8,659 | 52.9% | $50.08万 | 加仓 |
| GOOG | ALPHABET INC | $144.69万 | 0.36% | 4,377 | -862 | -16.5% | -$28.50万 | 减仓 |
| GOOGL | ALPHABET INC | $144.60万 | 0.36% | 4,344 | 266 | 6.5% | $8.85万 | 加仓 |
| GOVT | ISHARES TR | $143.91万 | 0.36% | 62,678 | 47,888 | 323.8% | $109.95万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $142.00万 | 0.36% | 58,898 | 898 | 1.5% | $2.17万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $140.54万 | 0.35% | 40,676 | -10,220 | -20.1% | -$35.31万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $140.01万 | 0.35% | 54,017 | 12,427 | 29.9% | $32.21万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $138.62万 | 0.35% | 44,245 | 2,220 | 5.3% | $6.96万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $137.92万 | 0.35% | 28,601 | 1,608 | 6.0% | $7.75万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $136.11万 | 0.34% | 33,110 | 17,291 | 109.3% | $71.08万 | 加仓 |
| IUSB | ISHARES TR | $136.02万 | 0.34% | 29,271 | 680 | 2.4% | $3.16万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $132.29万 | 0.33% | 22,817 | 694 | 3.1% | $4.02万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $130.98万 | 0.33% | 21,726 | 10,124 | 87.3% | $61.04万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $124.42万 | 0.31% | 15,860 | -4,340 | -21.5% | -$34.05万 | 减仓 |
| IWF | ISHARES TR | $122.29万 | 0.31% | 2,655 | 289 | 12.2% | $13.31万 | 加仓 |
| REZ | ISHARES TR | $122.00万 | 0.31% | 13,856 | 6,432 | 86.6% | $56.63万 | 加仓 |
| MUB | ISHARES TR | $122.00万 | 0.31% | 11,393 | -3,675 | -24.4% | -$39.35万 | 减仓 |
| MGC | VANGUARD WORLD FD | $121.30万 | 0.30% | 4,790 | -59 | -1.2% | -$1.49万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $116.44万 | 0.29% | 6,717 | 135 | 2.1% | $2.34万 | 加仓 |
| MGK | VANGUARD WORLD FD | $115.44万 | 0.29% | 2,877 | -180 | -5.9% | -$7.22万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $109.73万 | 0.28% | 42,497 | 8,335 | 24.4% | $21.52万 | 加仓 |
| DGRO | ISHARES TR | $109.30万 | 0.27% | 15,107 | 1,233 | 8.9% | $8.92万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $108.23万 | 0.27% | 40,295 | -2,869 | -6.6% | -$7.71万 | 减仓 |
| O | REALTY INCOME CORP | $108.08万 | 0.27% | 16,938 | -28,064 | -62.4% | -$179.07万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $107.33万 | 0.27% | 11,236 | -2,045 | -15.4% | -$19.54万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $106.00万 | 0.27% | 4,735 | 338 | 7.7% | $7.57万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $104.91万 | 0.26% | 40,982 | -8,282 | -16.8% | -$21.20万 | 减仓 |
| HDV | ISHARES TR | $104.28万 | 0.26% | 7,790 | 859 | 12.4% | $11.50万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $103.31万 | 0.26% | 26,639 | 26,639 | — | $103.31万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $101.36万 | 0.25% | 7,810 | -4,040 | -34.1% | -$52.43万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $101.30万 | 0.25% | 20,190 | 12,586 | 165.5% | $63.15万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $100.91万 | 0.25% | 12,345 | 1,245 | 11.2% | $10.18万 | 加仓 |
| GMED | GLOBUS MED INC | $99.69万 | 0.25% | 10,500 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $98.05万 | 0.25% | 4,647 | -46 | -1.0% | -$9,706 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $97.06万 | 0.24% | 37,447 | 3,627 | 10.7% | $9.40万 | 加仓 |
| MBB | ISHARES TR | $94.38万 | 0.24% | 9,887 | 1,050 | 11.9% | $10.02万 | 加仓 |
| FEGE | RBB FUND TRUST | $93.49万 | 0.23% | 19,070 | 837 | 4.6% | $4.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $92.12万 | 0.23% | 2,961 | -22 | -0.7% | -$6,844 | 减仓 |
| IVE | ISHARES TR | $90.87万 | 0.23% | 4,177 | -22 | -0.5% | -$4,786 | 减仓 |
| IWD | ISHARES TR | $90.46万 | 0.23% | 4,025 | -60 | -1.5% | -$1.35万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $90.28万 | 0.23% | 6,253 | -3 | -0.0% | -$433 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $89.85万 | 0.23% | 28,246 | 6,262 | 28.5% | $19.92万 | 加仓 |
| META | META PLATFORMS INC | $89.18万 | 0.22% | 1,346 | -180 | -11.8% | -$11.93万 | 减仓 |