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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -7,632 | -100.0% | -$245.92万 | 清仓 |
| CARG | CARGURUS INC | $0 | 0.00% | 0 | -63,367 | -100.0% | -$243.01万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -8,552 | -100.0% | -$231.93万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -2,850 | -100.0% | -$230.66万 | 清仓 |
| UMBF | UMB FINL CORP | $0 | 0.00% | 0 | -19,692 | -100.0% | -$226.54万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -3,437 | -100.0% | -$224.63万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -7,181 | -100.0% | -$224.46万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -4,972 | -100.0% | -$221.78万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CUZ | COUSINS PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNO | VORNADO RLTY TR | $0 | 0.00% | 0 | -62,246 | -100.0% | -$207.15万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -24,352 | -100.0% | -$205.80万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -15,123 | -100.0% | -$205.78万 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -89,419 | -100.0% | -$193.59万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -14,262 | -100.0% | -$180.60万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -58,752 | -100.0% | -$173.26万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -12,304 | -100.0% | -$166.28万 | 清仓 |
| FFIN | FIRST FINL BANKSHARES INC | $0 | 0.00% | 0 | -54,936 | -100.0% | -$164.09万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -23,190 | -100.0% | -$160.89万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -29,673 | -100.0% | -$160.06万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -2,349 | -100.0% | -$155.60万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -63,780 | -100.0% | -$154.67万 | 清仓 |
| RRR | RED ROCK RESORTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -4,267 | -100.0% | -$149.97万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -5,037 | -100.0% | -$149.20万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -76,335 | -100.0% | -$148.17万 | 清仓 |
| FHB | FIRST HAWAIIAN INC | $0 | 0.00% | 0 | -58,372 | -100.0% | -$147.68万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -8,197 | -100.0% | -$142.06万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -23,198 | -100.0% | -$138.03万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -30,729 | -100.0% | -$136.07万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -11,045 | -100.0% | -$134.36万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -3,188 | -100.0% | -$132.88万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -1,871 | -100.0% | -$126.58万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -41,907 | -100.0% | -$126.43万 | 清仓 |
| FAF | FIRST AMERN FINL CORP | $0 | 0.00% | 0 | -20,039 | -100.0% | -$123.12万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -18,765 | -100.0% | -$119.57万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | -49,028 | -100.0% | -$114.68万 | 清仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $0 | 0.00% | 0 | -11,366 | -100.0% | -$114.57万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -4,224 | -100.0% | -$108.19万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -4,754 | -100.0% | -$108.16万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -23,740 | -100.0% | -$106.78万 | 清仓 |
| SRAD | SPORTRADAR GROUP AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PII | POLARIS INC | $0 | 0.00% | 0 | -16,328 | -100.0% | -$103.27万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -16,884 | -100.0% | -$101.34万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -24,147 | -100.0% | -$100.69万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -5,853 | -100.0% | -$100.12万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -2,120 | -100.0% | -$99.38万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -5,322 | -100.0% | -$98.73万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -4,179 | -100.0% | -$95.16万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -10,203 | -100.0% | -$92.54万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -9,543 | -100.0% | -$91.67万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -13,352 | -100.0% | -$91.33万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABCB | AMERIS BANCORP | $0 | 0.00% | 0 | -11,926 | -100.0% | -$88.57万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $0 | 0.00% | 0 | -57,090 | -100.0% | -$88.38万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -13,168 | -100.0% | -$88.27万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -4,229 | -100.0% | -$87.52万 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -12,536 | -100.0% | -$84.20万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -1,451 | -100.0% | -$80.20万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -2,602 | -100.0% | -$80.15万 | 清仓 |
| CMC | COMMERCIAL METALS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | -9,281 | -100.0% | -$74.27万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -3,127 | -100.0% | -$73.13万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -18,216 | -100.0% | -$73.10万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -17,618 | -100.0% | -$71.76万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -1,264 | -100.0% | -$70.99万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -803 | -100.0% | -$70.58万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -64,691 | -100.0% | -$70.51万 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -93 | -100.0% | -$67.82万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -2,245 | -100.0% | -$66.45万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -1,571 | -100.0% | -$65.93万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -24,138 | -100.0% | -$65.53万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | -3,365 | -100.0% | -$65.09万 | 清仓 |
| FRO | FRONTLINE PLC | $0 | 0.00% | 0 | -29,700 | -100.0% | -$64.81万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -27,031 | -100.0% | -$64.06万 | 清仓 |