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 |
|---|---|---|---|---|---|---|---|---|
| — | SEALED AIR CORP NEW | $59.22万 | 0.17% | 14,084 | -6,515 | -31.6% | -$27.40万 | 减仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $59.16万 | 0.17% | 54,776 | 38,460 | 235.7% | $41.54万 | 重新持有 |
| EL | LAUDER ESTEE COS INC | $58.83万 | 0.17% | 8,197 | 8,197 | — | $58.83万 | 新建仓 |
| U | UNITY SOFTWARE INC | $58.83万 | 0.17% | 26,812 | -8,118 | -23.2% | -$17.81万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $58.60万 | 0.17% | 37,398 | 14,522 | 63.5% | $22.76万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $58.44万 | 0.17% | 3,351 | 3,351 | — | $58.44万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $58.34万 | 0.17% | 6,339 | -4,178 | -39.7% | -$38.45万 | 减仓 |
| TTAN | SERVICETITAN INC | $58.26万 | 0.17% | 9,180 | 9,180 | — | $58.26万 | 新建仓 |
| MSFT | MICROSOFT CORP | $58.04万 | 0.17% | 1,568 | 1,568 | — | $58.04万 | 新建仓 |
| MMM | 3M CO | $57.86万 | 0.17% | 3,984 | -12,743 | -76.2% | -$185.07万 | 减仓 |
| GTX | GARRETT MOTION INC | $57.11万 | 0.17% | 31,432 | 31,432 | — | $57.11万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $56.32万 | 0.16% | 20,172 | 7,926 | 64.7% | $22.13万 | 重新持有 |
| AMKR | AMKOR TECHNOLOGY INC | $56.17万 | 0.16% | 12,474 | 12,474 | — | $56.17万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $55.77万 | 0.16% | 23,490 | 23,490 | — | $55.77万 | 新建仓 |
| FCN | FTI CONSULTING INC | $55.68万 | 0.16% | 3,150 | 907 | 40.4% | $16.03万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $54.66万 | 0.16% | 517 | 278 | 116.3% | $29.39万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $54.52万 | 0.16% | 25,219 | -46,243 | -64.7% | -$99.98万 | 减仓 |
| AGX | ARGAN INC | $54.25万 | 0.16% | 996 | -93 | -8.5% | -$5.07万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $53.83万 | 0.16% | 766 | -205 | -21.1% | -$14.41万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $53.27万 | 0.16% | 7,249 | -13,166 | -64.5% | -$96.74万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $52.33万 | 0.15% | 3,327 | 769 | 30.1% | $12.09万 | 加仓 |
| VVV | VALVOLINE INC | $52.03万 | 0.15% | 15,449 | -1,617 | -9.5% | -$5.45万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $51.89万 | 0.15% | 8,160 | 8,160 | — | $51.89万 | 新建仓 |
| CVLT | COMMVAULT SYS INC | $51.72万 | 0.15% | 6,640 | 6,640 | — | $51.72万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $51.71万 | 0.15% | 3,533 | -19,766 | -84.8% | -$289.30万 | 减仓 |
| AA | ALCOA CORP | $51.60万 | 0.15% | 7,780 | 7,780 | — | $51.60万 | 新建仓 |
| V | VISA INC | $51.44万 | 0.15% | 1,702 | -459 | -21.2% | -$13.87万 | 减仓 |
| NVT | NVENT ELEC PLC | $51.35万 | 0.15% | 4,341 | 496 | 12.9% | $5.87万 | 加仓 |
| IVZ | INVESCO LTD | $51.05万 | 0.15% | 21,018 | 4,198 | 25.0% | $10.20万 | 加仓 |
| NET | CLOUDFLARE INC | $51.01万 | 0.15% | 2,472 | 2,472 | — | $51.01万 | 新建仓 |
| ITT | ITT INC | $50.95万 | 0.15% | 2,674 | 2,674 | — | $50.95万 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $50.89万 | 0.15% | 2,993 | 2,993 | — | $50.89万 | 新建仓 |
| WAB | WABTEC | $50.78万 | 0.15% | 2,032 | 2,032 | — | $50.78万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $50.74万 | 0.15% | 2,401 | -698 | -22.5% | -$14.75万 | 重新持有 |
| COLD | AMERICOLD REALTY TRUST INC | $50.61万 | 0.15% | 44,158 | 11,915 | 37.0% | $13.65万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $50.60万 | 0.15% | 18,268 | 1,532 | 9.2% | $4.24万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $50.47万 | 0.15% | 6,786 | 3,468 | 104.5% | $25.80万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $50.45万 | 0.15% | 2,471 | 48 | 2.0% | $9,800 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $50.13万 | 0.15% | 5,973 | 5,973 | — | $50.13万 | 新建仓 |
| CUBE | CUBESMART | $49.99万 | 0.15% | 13,641 | -3,360 | -19.8% | -$12.31万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $49.80万 | 0.15% | 5,062 | 2,116 | 71.8% | $20.82万 | 加仓 |
| EQIX | EQUINIX INC | $49.70万 | 0.15% | 507 | 243 | 92.0% | $23.82万 | 重新持有 |
| TRMB | TRIMBLE INC | $49.69万 | 0.15% | 7,617 | -40,987 | -84.3% | -$267.36万 | 重新持有 |
| HBAN | HUNTINGTON BANCSHARES INC | $49.63万 | 0.14% | 31,711 | -372,886 | -92.2% | -$583.57万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $49.62万 | 0.14% | 3,789 | 3,789 | — | $49.62万 | 新建仓 |
| AZZ | AZZ INC | $49.54万 | 0.14% | 3,959 | 1,099 | 38.4% | $13.75万 | 重新持有 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $49.54万 | 0.14% | 1,867 | -543 | -22.5% | -$14.41万 | 减仓 |
| PBF | PBF ENERGY INC | $49.53万 | 0.14% | 10,402 | -71,471 | -87.3% | -$340.34万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.47万 | 0.14% | 2,432 | 721 | 42.1% | $14.67万 | 加仓 |
| AME | AMETEK INC | $49.41万 | 0.14% | 2,305 | -3,612 | -61.0% | -$77.43万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $49.30万 | 0.14% | 26,184 | 26,184 | — | $49.30万 | 新建仓 |
| RTX | RTX CORPORATION | $49.23万 | 0.14% | 2,552 | 2,552 | — | $49.23万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $49.18万 | 0.14% | 11,993 | 11,993 | — | $49.18万 | 新建仓 |
| SNDR | SCHNEIDER NATIONAL INC | $49.18万 | 0.14% | 18,657 | 18,657 | — | $49.18万 | 新建仓 |
| KBR | KBR INC | $48.96万 | 0.14% | 13,282 | 7,734 | 139.4% | $28.51万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $48.93万 | 0.14% | 2,835 | -5,194 | -64.7% | -$89.64万 | 减仓 |
| DRS | LEONARDO DRS INC | $48.90万 | 0.14% | 10,984 | -21,473 | -66.2% | -$95.60万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $48.81万 | 0.14% | 2,490 | 663 | 36.3% | $13.00万 | 加仓 |
| CBRE | CBRE GROUP INC | $48.77万 | 0.14% | 3,600 | -1,846 | -33.9% | -$25.01万 | 减仓 |
| COO | COOPER COS INC | $48.74万 | 0.14% | 6,817 | 6,817 | — | $48.74万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $48.73万 | 0.14% | 1,698 | 1,698 | — | $48.73万 | 新建仓 |
| S | SENTINELONE INC | $48.73万 | 0.14% | 37,835 | 37,835 | — | $48.73万 | 新建仓 |
| OTTR | OTTER TAIL CORP | $48.32万 | 0.14% | 5,505 | 5,505 | — | $48.32万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $48.26万 | 0.14% | 3,952 | 1,060 | 36.7% | $12.94万 | 加仓 |
| KVUE | KENVUE INC | $48.12万 | 0.14% | 27,910 | -46,043 | -62.3% | -$79.38万 | 重新持有 |
| ONTO | ONTO INNOVATION INC | $48.07万 | 0.14% | 2,344 | 2,344 | — | $48.07万 | 新建仓 |
| STNE | STONECO LTD | $48.01万 | 0.14% | 34,001 | -15,156 | -30.8% | -$21.40万 | 重新持有 |
| HCC | WARRIOR MET COAL INC | $47.99万 | 0.14% | 5,152 | 5,152 | — | $47.99万 | 新建仓 |
| CDW | CDW CORP | $47.32万 | 0.14% | 3,910 | -110 | -2.7% | -$1.33万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $46.91万 | 0.14% | 17,063 | -1,659 | -8.9% | -$4.56万 | 减仓 |
| WMB | WILLIAMS COS INC | $46.88万 | 0.14% | 6,441 | 6,441 | — | $46.88万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $46.62万 | 0.14% | 67,861 | 16,504 | 32.1% | $11.34万 | 重新持有 |
| AXTA | AXALTA COATING SYS LTD | $46.61万 | 0.14% | 16,825 | -23,735 | -58.5% | -$65.75万 | 重新持有 |
| EBAY | EBAY INC. | $46.59万 | 0.14% | 5,119 | -7,577 | -59.7% | -$68.97万 | 重新持有 |
| WRBY | WARBY PARKER INC | $46.55万 | 0.14% | 22,093 | 22,093 | — | $46.55万 | 新建仓 |
| APPF | APPFOLIO INC | $46.45万 | 0.14% | 2,943 | 1,662 | 129.7% | $26.23万 | 加仓 |
| FDX | FEDEX CORP | $46.09万 | 0.13% | 1,294 | -4,585 | -78.0% | -$163.31万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $46.07万 | 0.13% | 1,550 | 125 | 8.8% | $3.72万 | 加仓 |
| AMCR | AMCOR PLC | $45.90万 | 0.13% | 11,548 | 11,548 | — | $45.90万 | 新建仓 |
| META | META PLATFORMS INC | $45.66万 | 0.13% | 798 | 454 | 132.0% | $25.97万 | 加仓 |
| KVYO | KLAVIYO INC | $45.33万 | 0.13% | 23,295 | 12,593 | 117.7% | $24.51万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $45.11万 | 0.13% | 28,404 | 28,404 | — | $45.11万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $45.07万 | 0.13% | 3,471 | 778 | 28.9% | $10.10万 | 加仓 |
| AXTI | AXT INC | $45.06万 | 0.13% | 7,908 | 7,908 | — | $45.06万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $44.15万 | 0.13% | 40,764 | 40,764 | — | $44.15万 | 新建仓 |
| GNW | GENWORTH FINL INC | $43.85万 | 0.13% | 54,006 | 54,006 | — | $43.85万 | 新建仓 |
| CRK | COMSTOCK RES INC | $43.38万 | 0.13% | 20,580 | 20,580 | — | $43.38万 | 新建仓 |
| DAN | DANA INC | $43.23万 | 0.13% | 12,848 | 12,848 | — | $43.23万 | 新建仓 |
| VTRS | VIATRIS INC | $43.17万 | 0.13% | 31,951 | 31,951 | — | $43.17万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $43.16万 | 0.13% | 11,534 | 11,534 | — | $43.16万 | 新建仓 |
| MNDY | MONDAY COM LTD | $42.86万 | 0.13% | 6,201 | 6,201 | — | $42.86万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $42.59万 | 0.12% | 19,132 | 19,132 | — | $42.59万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $42.57万 | 0.12% | 5,094 | -1,392 | -21.5% | -$11.63万 | 减仓 |
| QTWO | Q2 HLDGS INC | $42.54万 | 0.12% | 8,993 | 5,090 | 130.4% | $24.08万 | 加仓 |
| CSCO | CISCO SYS INC | $42.40万 | 0.12% | 5,464 | 5,464 | — | $42.40万 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $41.45万 | 0.12% | 5,047 | -35,585 | -87.6% | -$292.26万 | 减仓 |
| GOOGL | ALPHABET INC | $41.35万 | 0.12% | 1,438 | 1,438 | — | $41.35万 | 新建仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $41.29万 | 0.12% | 11,072 | 11,072 | — | $41.29万 | 新建仓 |
| STVN | STEVANATO GROUP S P A | $40.98万 | 0.12% | 29,806 | 29,806 | — | $40.98万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $40.94万 | 0.12% | 11,539 | 1,115 | 10.7% | $3.96万 | 加仓 |