Fieldview Capital Management, LLC
NILES MI · SEC CIK 0002040221
$3.51亿2026Q2 申报市值
507持仓数
11.7%前十大占比 · 第一大 1.4%
213 / 241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
BKNG 加仓+$455.10万
SGI 加仓+$448.61万
MAT 重新持有+$427.65万
KTB 加仓+$378.06万
EXPE 加仓+$307.85万
2026Q2 卖出最多 按季末市值估算
UNH 重新持有-$671.16万
AAPL 重新持有-$571.08万
BIIB 减仓-$354.53万
WSBC 清仓-$345.05万
PINS 重新持有-$325.71万
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 |
|---|---|---|---|---|---|---|---|---|
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -6,339 | -100.0% | -$58.34万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -9,180 | -100.0% | -$58.26万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -3,984 | -100.0% | -$57.86万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -20,172 | -100.0% | -$56.32万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -996 | -100.0% | -$54.25万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -766 | -100.0% | -$53.83万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -7,249 | -100.0% | -$53.27万 | 清仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $0 | 0.00% | 0 | -8,160 | -100.0% | -$51.89万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -6,640 | -100.0% | -$51.72万 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -3,533 | -100.0% | -$51.71万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -2,472 | -100.0% | -$51.01万 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC | $0 | 0.00% | 0 | -2,471 | -100.0% | -$50.45万 | 清仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $0 | 0.00% | 0 | -5,973 | -100.0% | -$50.13万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -13,641 | -100.0% | -$49.99万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -7,617 | -100.0% | -$49.69万 | 清仓 |
| PBF | PBF ENERGY INC | $0 | 0.00% | 0 | -10,402 | -100.0% | -$49.53万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -2,432 | -100.0% | -$49.47万 | 清仓 |
| SNDR | SCHNEIDER NATIONAL INC | $0 | 0.00% | 0 | -18,657 | -100.0% | -$49.18万 | 清仓 |
| DRS | LEONARDO DRS INC | $0 | 0.00% | 0 | -10,984 | -100.0% | -$48.90万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -6,817 | -100.0% | -$48.74万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -1,698 | -100.0% | -$48.73万 | 清仓 |
| OTTR | OTTER TAIL CORP | $0 | 0.00% | 0 | -5,505 | -100.0% | -$48.32万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -2,344 | -100.0% | -$48.07万 | 清仓 |
| STNE | STONECO LTD | $0 | 0.00% | 0 | -34,001 | -100.0% | -$48.01万 | 清仓 |
| HCC | WARRIOR MET COAL INC | $0 | 0.00% | 0 | -5,152 | -100.0% | -$47.99万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -3,910 | -100.0% | -$47.32万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -67,861 | -100.0% | -$46.62万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -16,825 | -100.0% | -$46.61万 | 清仓 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -22,093 | -100.0% | -$46.55万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -2,943 | -100.0% | -$46.45万 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD | $0 | 0.00% | 0 | -1,550 | -100.0% | -$46.07万 | 清仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -11,548 | -100.0% | -$45.90万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -23,295 | -100.0% | -$45.33万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -3,471 | -100.0% | -$45.07万 | 清仓 |
| AXTI | AXT INC | $0 | 0.00% | 0 | -7,908 | -100.0% | -$45.06万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 0 | -40,764 | -100.0% | -$44.15万 | 清仓 |
| QTWO | Q2 HLDGS INC | $0 | 0.00% | 0 | -8,993 | -100.0% | -$42.54万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -5,464 | -100.0% | -$42.40万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -5,047 | -100.0% | -$41.45万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -11,072 | -100.0% | -$41.29万 | 清仓 |
| STVN | STEVANATO GROUP S P A | $0 | 0.00% | 0 | -29,806 | -100.0% | -$40.98万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -9,022 | -100.0% | -$40.87万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -11,432 | -100.0% | -$40.81万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $0 | 0.00% | 0 | -2,945 | -100.0% | -$40.38万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -10,912 | -100.0% | -$40.35万 | 清仓 |
| MTH | MERITAGE HOMES CORP | $0 | 0.00% | 0 | -6,500 | -100.0% | -$40.20万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -674 | -100.0% | -$39.97万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -11,826 | -100.0% | -$39.90万 | 清仓 |
| ACT | ENACT HLDGS INC | $0 | 0.00% | 0 | -9,746 | -100.0% | -$39.77万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -4,199 | -100.0% | -$39.46万 | 清仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $0 | 0.00% | 0 | -1,223 | -100.0% | -$39.40万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -5,653 | -100.0% | -$38.45万 | 清仓 |
| CVCO | CAVCO INDS INC DEL | $0 | 0.00% | 0 | -787 | -100.0% | -$38.11万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -6,475 | -100.0% | -$37.71万 | 清仓 |
| RIOT | RIOT PLATFORMS INC | $0 | 0.00% | 0 | -30,461 | -100.0% | -$37.65万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -14,275 | -100.0% | -$37.59万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -1,214 | -100.0% | -$36.94万 | 清仓 |
| HL | HECLA MINING COMPANY | $0 | 0.00% | 0 | -19,789 | -100.0% | -$36.87万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -3,756 | -100.0% | -$36.50万 | 清仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $0 | 0.00% | 0 | -12,001 | -100.0% | -$36.44万 | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $0 | 0.00% | 0 | -5,792 | -100.0% | -$36.15万 | 清仓 |
| OPLN | OPENLANE INC | $0 | 0.00% | 0 | -12,378 | -100.0% | -$36.08万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -12,026 | -100.0% | -$35.75万 | 清仓 |
| LCII | LCI INDS | $0 | 0.00% | 0 | -2,907 | -100.0% | -$35.75万 | 清仓 |
| VSXY | VICTORIAS SECRET AND CO | $0 | 0.00% | 0 | -7,686 | -100.0% | -$35.63万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -28,136 | -100.0% | -$35.62万 | 清仓 |
| CNR | CORE NATURAL RESOURCES INC | $0 | 0.00% | 0 | -3,393 | -100.0% | -$35.53万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -2,490 | -100.0% | -$35.48万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,383 | -100.0% | -$35.37万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -24,767 | -100.0% | -$34.90万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -31,443 | -100.0% | -$34.78万 | 清仓 |
| AIR | AAR CORP | $0 | 0.00% | 0 | -3,130 | -100.0% | -$34.26万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -39,133 | -100.0% | -$34.16万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -2,534 | -100.0% | -$33.73万 | 清仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $0 | 0.00% | 0 | -10,040 | -100.0% | -$33.45万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -1,836 | -100.0% | -$33.20万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -1,013 | -100.0% | -$33.02万 | 清仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $0 | 0.00% | 0 | -10,251 | -100.0% | -$32.32万 | 清仓 |
| TEX | TEREX CORP NEW | $0 | 0.00% | 0 | -5,415 | -100.0% | -$32.00万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -5,749 | -100.0% | -$31.78万 | 清仓 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | -6,572 | -100.0% | -$31.52万 | 清仓 |
| FBK | FB FINL CORP | $0 | 0.00% | 0 | -5,935 | -100.0% | -$30.83万 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -2,829 | -100.0% | -$30.46万 | 清仓 |
| CNO | CNO FINL GROUP INC | $0 | 0.00% | 0 | -7,407 | -100.0% | -$30.41万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,447 | -100.0% | -$30.39万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -5,029 | -100.0% | -$30.16万 | 清仓 |
| IPAR | INTERPARFUMS INC | $0 | 0.00% | 0 | -3,241 | -100.0% | -$29.44万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -8,783 | -100.0% | -$29.18万 | 清仓 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | -2,775 | -100.0% | -$28.96万 | 清仓 |
| WSFS | WSFS FINL CORP | $0 | 0.00% | 0 | -4,345 | -100.0% | -$28.44万 | 清仓 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | -4,884 | -100.0% | -$28.38万 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -5,223 | -100.0% | -$28.25万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -1,634 | -100.0% | -$28.01万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -2,249 | -100.0% | -$27.33万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -1,639 | -100.0% | -$27.22万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -3,989 | -100.0% | -$26.75万 | 清仓 |
| RUN | SUNRUN INC | $0 | 0.00% | 0 | -19,440 | -100.0% | -$26.36万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -1,975 | -100.0% | -$26.18万 | 清仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $0 | 0.00% | 0 | -6,122 | -100.0% | -$26.09万 | 清仓 |
| ESI | ELEMENT SOLUTIONS INC | $0 | 0.00% | 0 | -7,382 | -100.0% | -$25.20万 | 清仓 |