Fieldview Capital Management, LLC
NILES MI · SEC CIK 0002040221
$3.43亿2026Q1 申报市值
468持仓数
8.8%前十大占比 · 第一大 1.1%
209 / 202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
FCNCA 新建仓+$366.94万
TER 新建仓+$316.23万
WSBC 加仓+$289.69万
TOWN 新建仓+$277.05万
AZO 新建仓+$257.72万
2026Q1 卖出最多 按季末市值估算
RGLD 重新持有-$1,041.63万
TJX 清仓-$714.42万
FITB 清仓-$681.48万
HBAN 减仓-$583.57万
RF 清仓-$550.80万
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 |
|---|---|---|---|---|---|---|---|---|
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -2,789 | -100.0% | -$33.38万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -1,131 | -100.0% | -$32.49万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,176 | -100.0% | -$31.55万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -7,620 | -100.0% | -$31.49万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -1,807 | -100.0% | -$31.35万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -23,247 | -100.0% | -$30.87万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 0 | -11,756 | -100.0% | -$30.71万 | 清仓 |
| DAVE | DAVE INC | $0 | 0.00% | 0 | -1,366 | -100.0% | -$30.24万 | 清仓 |
| MSM | MSC INDL DIRECT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,135 | -100.0% | -$30.08万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,344 | -100.0% | -$29.99万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | -6,740 | -100.0% | -$29.47万 | 清仓 |
| GSAT | GLOBALSTAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $0 | 0.00% | 0 | -38,265 | -100.0% | -$29.27万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -5,937 | -100.0% | -$28.85万 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -3,417 | -100.0% | -$28.75万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -838 | -100.0% | -$28.24万 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -971 | -100.0% | -$27.69万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -4,917 | -100.0% | -$27.26万 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -2,299 | -100.0% | -$27.24万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -3,296 | -100.0% | -$27.03万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -4,565 | -100.0% | -$26.64万 | 清仓 |
| AER | AERCAP HOLDINGS NV | $0 | 0.00% | 0 | -1,815 | -100.0% | -$26.09万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -495 | -100.0% | -$25.87万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -3,397 | -100.0% | -$25.85万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3,378 | -100.0% | -$25.64万 | 清仓 |
| FLEX | FLEX LTD | $0 | 0.00% | 0 | -4,222 | -100.0% | -$25.51万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -1,757 | -100.0% | -$24.92万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -205 | -100.0% | -$24.91万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -1,076 | -100.0% | -$24.89万 | 清仓 |
| GNTX | GENTEX CORP | $0 | 0.00% | 0 | -10,691 | -100.0% | -$24.88万 | 清仓 |
| HGV | HILTON GRAND VACATIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$24.04万 | 清仓 |
| NVMI | NOVA LTD | $0 | 0.00% | 0 | -730 | -100.0% | -$23.97万 | 清仓 |
| BTU | PEABODY ENERGY CORP | $0 | 0.00% | 0 | -8,004 | -100.0% | -$23.77万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -2,773 | -100.0% | -$23.39万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -3,149 | -100.0% | -$22.71万 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -1,662 | -100.0% | -$22.59万 | 清仓 |
| MYRG | MYR GROUP INC DEL | $0 | 0.00% | 0 | -1,033 | -100.0% | -$22.57万 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,921 | -100.0% | -$22.21万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -1,605 | -100.0% | -$21.92万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,817 | -100.0% | -$21.87万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,477 | -100.0% | -$21.64万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -473 | -100.0% | -$21.44万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -2,504 | -100.0% | -$21.35万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -18,546 | -100.0% | -$21.25万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -542 | -100.0% | -$21.09万 | 清仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $0 | 0.00% | 0 | -2,935 | -100.0% | -$21.07万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FORM | FORMFACTOR INC | $0 | 0.00% | 0 | -3,733 | -100.0% | -$20.82万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -10,356 | -100.0% | -$20.79万 | 清仓 |
| ESE | ESCO TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,057 | -100.0% | -$20.65万 | 清仓 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -3,214 | -100.0% | -$20.64万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -3,167 | -100.0% | -$20.61万 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -997 | -100.0% | -$20.59万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -1,504 | -100.0% | -$20.45万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CIFR | CIPHER MINING INC | $0 | 0.00% | 0 | -11,598 | -100.0% | -$17.12万 | 清仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -12,971 | -100.0% | -$16.34万 | 清仓 |
| MPT | MEDICAL PPTYS TRUST INC | $0 | 0.00% | 0 | -28,667 | -100.0% | -$14.33万 | 清仓 |
| TMC | TMC THE METALS COMPANY INC | $0 | 0.00% | 0 | -17,584 | -100.0% | -$10.85万 | 清仓 |
| — | VINFAST AUTO LTD | $3.93万 | 0.01% | 10,201 | 10,201 | — | $3.93万 | 新建仓 |
| COMP | COMPASS INC | $12.44万 | 0.04% | 17,011 | -19,709 | -53.7% | -$14.41万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $13.08万 | 0.04% | 25,306 | -78,561 | -75.6% | -$40.62万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $14.98万 | 0.04% | 10,014 | -19,549 | -66.1% | -$29.25万 | 减仓 |
| WULF | TERAWULF INC | $17.21万 | 0.05% | 11,924 | -853 | -6.7% | -$1.23万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $19.37万 | 0.06% | 12,167 | 12,167 | — | $19.37万 | 新建仓 |
| ADC | AGREE RLTY CORP | $20.10万 | 0.06% | 2,667 | 2,667 | — | $20.10万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $20.18万 | 0.06% | 2,189 | 2,189 | — | $20.18万 | 新建仓 |
| NTNX | NUTANIX INC | $20.24万 | 0.06% | 5,326 | 5,326 | — | $20.24万 | 新建仓 |
| OKTA | OKTA INC | $20.24万 | 0.06% | 2,572 | -1,732 | -40.2% | -$13.63万 | 减仓 |
| DAL | DELTA AIR LINES INC | $20.31万 | 0.06% | 3,055 | -16,635 | -84.5% | -$110.59万 | 减仓 |
| ITRI | ITRON INC | $20.34万 | 0.06% | 2,269 | -37,826 | -94.3% | -$339.03万 | 减仓 |
| TREX | TREX INC | $20.41万 | 0.06% | 5,603 | -10,211 | -64.6% | -$37.19万 | 重新持有 |
| AAOI | APPLIED OPTOELECTRONICS INC | $20.45万 | 0.06% | 2,417 | 2,417 | — | $20.45万 | 新建仓 |
| — | LXP INDUSTRIAL TRUST | $20.54万 | 0.06% | 4,440 | 4,440 | — | $20.54万 | 新建仓 |
| RGEN | REPLIGEN CORP | $20.55万 | 0.06% | 1,744 | 1,744 | — | $20.55万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $20.61万 | 0.06% | 4,857 | -75,983 | -94.0% | -$322.47万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $20.71万 | 0.06% | 268 | -97 | -26.6% | -$7.49万 | 重新持有 |
| OII | OCEANEERING INTL INC | $20.72万 | 0.06% | 5,841 | 5,841 | — | $20.72万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $20.82万 | 0.06% | 1,054 | -4,950 | -82.4% | -$97.76万 | 减仓 |
| BCO | BRINKS CO | $20.86万 | 0.06% | 2,013 | 2,013 | — | $20.86万 | 新建仓 |
| BA | BOEING CO | $20.88万 | 0.06% | 1,049 | 1,049 | — | $20.88万 | 新建仓 |
| GPOR | GULFPORT ENERGY CORP | $20.92万 | 0.06% | 989 | 989 | — | $20.92万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.99万 | 0.06% | 438 | 438 | — | $20.99万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $21.10万 | 0.06% | 6,483 | 6,483 | — | $21.10万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $21.14万 | 0.06% | 2,235 | -2,780 | -55.4% | -$26.29万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $21.21万 | 0.06% | 14,243 | 339 | 2.4% | $5,048 | 重新持有 |
| UBSI | UNITED BANKSHARES INC WEST V | $21.31万 | 0.06% | 5,144 | -87,057 | -94.4% | -$360.59万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $21.31万 | 0.06% | 3,647 | -1,061 | -22.5% | -$6.20万 | 减仓 |
| KFY | KORN FERRY | $21.36万 | 0.06% | 3,393 | -3,639 | -51.7% | -$22.91万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $21.48万 | 0.06% | 12,372 | 305 | 2.5% | $5,295 | 加仓 |