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 |
|---|---|---|---|---|---|---|---|---|
| INGR | INGREDION INC | $72.23万 | 0.21% | 7,626 | -7,978 | -51.1% | -$75.56万 | 重新持有 |
| LPLA | LPL FINL HLDGS INC | $72.59万 | 0.21% | 2,577 | -348 | -11.9% | -$9.80万 | 减仓 |
| EBAY | EBAY INC. | $72.79万 | 0.21% | 6,514 | 1,395 | 27.3% | $15.59万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $73.10万 | 0.21% | 29,912 | 3,728 | 14.2% | $9.11万 | 加仓 |
| KBH | KB HOME | $73.27万 | 0.21% | 11,706 | 11,706 | — | $73.27万 | 新建仓 |
| CNM | CORE & MAIN INC | $73.61万 | 0.21% | 15,256 | 1,663 | 12.2% | $8.02万 | 重新持有 |
| AVGO | BROADCOM INC | $74.08万 | 0.21% | 1,961 | 1,176 | 149.8% | $44.42万 | 加仓 |
| ENVA | ENOVA INTL INC | $74.12万 | 0.21% | 3,079 | 523 | 20.5% | $12.59万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $75.23万 | 0.21% | 1,719 | 1,719 | — | $75.23万 | 新建仓 |
| STEP | STEPSTONE GROUP INC | $75.27万 | 0.21% | 18,199 | 10,186 | 127.1% | $42.13万 | 加仓 |
| VNT | VONTIER CORPORATION | $75.50万 | 0.22% | 26,036 | 26,036 | — | $75.50万 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP | $75.74万 | 0.22% | 26,943 | 21,204 | 369.5% | $59.60万 | 重新持有 |
| MOD | MODINE MFG CO | $76.58万 | 0.22% | 2,868 | 2,868 | — | $76.58万 | 新建仓 |
| LB | LANDBRIDGE COMPANY LLC | $76.96万 | 0.22% | 9,712 | 6,040 | 164.5% | $47.86万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $77.52万 | 0.22% | 6,527 | -309 | -4.5% | -$3.67万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $77.56万 | 0.22% | 4,742 | 1,907 | 67.3% | $31.19万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $77.93万 | 0.22% | 8,029 | 4,519 | 128.7% | $43.86万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $78.13万 | 0.22% | 18,306 | 3,491 | 23.6% | $14.90万 | 加仓 |
| SMTC | SEMTECH CORP | $78.71万 | 0.22% | 4,863 | 4,863 | — | $78.71万 | 新建仓 |
| PJT | PJT PARTNERS INC | $79.14万 | 0.23% | 5,243 | 5,243 | — | $79.14万 | 新建仓 |
| GNW | GENWORTH FINL INC | $79.36万 | 0.23% | 83,799 | 29,793 | 55.2% | $28.21万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $79.46万 | 0.23% | 44,818 | 13,107 | 41.3% | $23.24万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $79.50万 | 0.23% | 10,893 | 7,023 | 181.5% | $51.26万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $79.62万 | 0.23% | 31,522 | 6,303 | 25.0% | $15.92万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $80.46万 | 0.23% | 26,148 | -2,087 | -7.4% | -$6.42万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $80.66万 | 0.23% | 5,028 | -7,365 | -59.4% | -$118.15万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $80.98万 | 0.23% | 22,883 | 4,615 | 25.3% | $16.33万 | 加仓 |
| ATI | ATI INC | $81.78万 | 0.23% | 4,149 | 2,538 | 157.5% | $50.02万 | 加仓 |
| DVA | DAVITA INC | $82.27万 | 0.23% | 3,698 | -4,691 | -55.9% | -$104.37万 | 重新持有 |
| R | RYDER SYS INC | $83.43万 | 0.24% | 3,163 | -7,008 | -68.9% | -$184.85万 | 减仓 |
| CAT | CATERPILLAR INC | $83.81万 | 0.24% | 787 | 787 | — | $83.81万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $84.08万 | 0.24% | 15,393 | -28,446 | -64.9% | -$155.37万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $84.08万 | 0.24% | 13,930 | 13,930 | — | $84.08万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $84.24万 | 0.24% | 4,210 | 859 | 25.6% | $17.19万 | 加仓 |
| HD | HOME DEPOT INC | $84.40万 | 0.24% | 2,393 | 2,393 | — | $84.40万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $84.42万 | 0.24% | 33,368 | 14,236 | 74.4% | $36.02万 | 加仓 |
| MNDY | MONDAY COM LTD | $85.42万 | 0.24% | 11,800 | 5,599 | 90.3% | $40.53万 | 加仓 |
| AAPL | APPLE INC | $85.56万 | 0.24% | 2,957 | -19,736 | -87.0% | -$571.08万 | 重新持有 |
| GSAT | GLOBALSTAR INC | $85.63万 | 0.24% | 10,534 | 5,730 | 119.3% | $46.58万 | 重新持有 |
| CMC | COMMERCIAL METALS CO | $85.69万 | 0.24% | 13,655 | 2,565 | 23.1% | $16.10万 | 重新持有 |
| PCG | PG&E CORP | $86.18万 | 0.25% | 51,239 | 35,441 | 224.3% | $59.61万 | 加仓 |
| AZO | AUTOZONE INC | $86.29万 | 0.25% | 270 | -493 | -64.6% | -$157.56万 | 减仓 |
| ZS | ZSCALER INC | $88.52万 | 0.25% | 6,271 | 3,117 | 98.8% | $44.00万 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $91.27万 | 0.26% | 7,414 | 4,087 | 122.8% | $50.32万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $91.61万 | 0.26% | 16,701 | 16,701 | — | $91.61万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $91.72万 | 0.26% | 5,109 | 5,109 | — | $91.72万 | 新建仓 |
| FDX | FEDEX CORP | $92.00万 | 0.26% | 2,938 | 1,644 | 127.0% | $51.48万 | 加仓 |
| DDS | DILLARDS INC | $92.05万 | 0.26% | 1,742 | 1,742 | — | $92.05万 | 新建仓 |
| CATY | CATHAY GEN BANCORP | $92.62万 | 0.26% | 14,941 | -5,686 | -27.6% | -$35.25万 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $92.69万 | 0.26% | 26,416 | 26,416 | — | $92.69万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $94.04万 | 0.27% | 9,413 | 9,413 | — | $94.04万 | 新建仓 |
| HUBS | HUBSPOT INC | $94.19万 | 0.27% | 5,161 | 5,161 | — | $94.19万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $95.28万 | 0.27% | 108,890 | 83,759 | 333.3% | $73.29万 | 重新持有 |
| AMKR | AMKOR TECHNOLOGY INC | $95.74万 | 0.27% | 11,103 | -1,371 | -11.0% | -$11.82万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $96.80万 | 0.28% | 2,935 | 2,935 | — | $96.80万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP | $97.56万 | 0.28% | 8,231 | 761 | 10.2% | $9.02万 | 重新持有 |
| GTX | GARRETT MOTION INC | $97.60万 | 0.28% | 26,940 | -4,492 | -14.3% | -$16.27万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $99.18万 | 0.28% | 46,982 | -3,592 | -7.1% | -$7.58万 | 减仓 |
| DHI | D R HORTON INC | $99.50万 | 0.28% | 6,109 | -5,716 | -48.3% | -$93.10万 | 重新持有 |
| UBSI | UNITED BANKSHARES INC WEST V | $100.84万 | 0.29% | 22,002 | 16,858 | 327.7% | $77.26万 | 加仓 |
| USB | US BANCORP | $101.21万 | 0.29% | 16,757 | -6,400 | -27.6% | -$38.66万 | 减仓 |
| TBBB | BBB FOODS INC | $102.29万 | 0.29% | 24,548 | 24,548 | — | $102.29万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $103.32万 | 0.29% | 3,254 | 3,254 | — | $103.32万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $103.68万 | 0.30% | 5,194 | 2,757 | 113.1% | $55.03万 | 加仓 |
| INSM | INSMED INC | $103.93万 | 0.30% | 9,748 | 7,549 | 343.3% | $80.49万 | 加仓 |
| MKSI | MKS INC. | $103.95万 | 0.30% | 2,337 | -712 | -23.4% | -$31.67万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $104.79万 | 0.30% | 6,673 | 6,673 | — | $104.79万 | 新建仓 |
| BKU | BANKUNITED INC | $105.16万 | 0.30% | 21,705 | 21,705 | — | $105.16万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $106.70万 | 0.30% | 1,600 | 1,202 | 302.0% | $80.16万 | 重新持有 |
| AMZN | AMAZON COM INC | $107.56万 | 0.31% | 4,513 | 595 | 15.2% | $14.18万 | 加仓 |
| ARMK | ARAMARK | $107.64万 | 0.31% | 18,917 | 4,300 | 29.4% | $24.47万 | 加仓 |
| CNK | CINEMARK HLDGS INC | $107.72万 | 0.31% | 33,949 | 33,949 | — | $107.72万 | 新建仓 |
| FBP | FIRST BANCORP CORPORATION | $108.22万 | 0.31% | 41,510 | -25,420 | -38.0% | -$66.27万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $108.36万 | 0.31% | 6,290 | 6,290 | — | $108.36万 | 新建仓 |
| ADC | AGREE RLTY CORP | $108.47万 | 0.31% | 14,322 | 11,655 | 437.0% | $88.27万 | 加仓 |
| DAN | DANA INC | $108.89万 | 0.31% | 40,017 | 27,169 | 211.5% | $73.93万 | 加仓 |
| GM | GENERAL MTRS CO | $108.90万 | 0.31% | 14,128 | 3,796 | 36.7% | $29.26万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $109.59万 | 0.31% | 2,387 | 446 | 23.0% | $20.48万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $110.76万 | 0.32% | 15,167 | 5,179 | 51.9% | $37.82万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $111.48万 | 0.32% | 14,331 | 8,083 | 129.4% | $62.88万 | 重新持有 |
| WWD | WOODWARD INC | $112.57万 | 0.32% | 2,646 | -132 | -4.8% | -$5.62万 | 减仓 |
| VTR | VENTAS INC | $114.85万 | 0.33% | 12,934 | 812 | 6.7% | $7.21万 | 重新持有 |
| WFC | WELLS FARGO & CO | $114.92万 | 0.33% | 13,906 | 13,906 | — | $114.92万 | 新建仓 |
| LKQ | LKQ CORP | $116.07万 | 0.33% | 44,082 | 44,082 | — | $116.07万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $116.46万 | 0.33% | 32,136 | -50,147 | -60.9% | -$181.73万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $116.83万 | 0.33% | 24,468 | 24,468 | — | $116.83万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $117.15万 | 0.33% | 4,382 | -6,677 | -60.4% | -$178.50万 | 减仓 |
| NNI | NELNET INC | $118.36万 | 0.34% | 8,877 | -7,317 | -45.2% | -$97.56万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $118.88万 | 0.34% | 11,065 | 7,815 | 240.5% | $83.96万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $123.91万 | 0.35% | 59,090 | 59,090 | — | $123.91万 | 新建仓 |
| POOL | POOL CORP | $125.65万 | 0.36% | 5,847 | 5,847 | — | $125.65万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $128.46万 | 0.37% | 20,952 | 14,780 | 239.5% | $90.62万 | 重新持有 |
| APLE | APPLE HOSPITALITY REIT INC | $129.86万 | 0.37% | 77,250 | 77,250 | — | $129.86万 | 新建仓 |
| CUZ | COUSINS PPTYS INC | $130.18万 | 0.37% | 43,422 | -39,824 | -47.8% | -$119.39万 | 重新持有 |
| FERG | FERGUSON ENTERPRISES INC | $131.22万 | 0.37% | 5,529 | -3,091 | -35.9% | -$73.36万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $132.90万 | 0.38% | 58,675 | -20,731 | -26.1% | -$46.96万 | 减仓 |
| QXO | QXO INC | $133.38万 | 0.38% | 77,187 | 77,187 | — | $133.38万 | 新建仓 |
| FNB | F N B CORP | $136.01万 | 0.39% | 71,285 | -3,478 | -4.7% | -$6.64万 | 减仓 |
| O | REALTY INCOME CORP | $137.37万 | 0.39% | 22,170 | 16,149 | 268.2% | $100.06万 | 重新持有 |
| EQH | EQUITABLE HLDGS INC | $138.02万 | 0.39% | 31,453 | 22,785 | 262.9% | $99.98万 | 重新持有 |