Westview Management dba Westview Investment Advisors
BURLINGTON VT · SEC CIK 0002073768
$2.04亿2026Q2 申报市值
67持仓数
38.7%前十大占比 · 第一大 6.4%
5 / 8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
ARES 新建仓+$276.61万
CEG 新建仓+$251.43万
FIDELITY COVINGT 新建仓+$174.06万
NBIX 新建仓+$116.00万
MYI 加仓+$105.93万
2026Q2 卖出最多 按季末市值估算
XOP 清仓-$373.37万
META 清仓-$370.37万
WCN 清仓-$286.84万
INTU 清仓-$275.86万
TSCO 清仓-$205.96万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -20,534 | -100.0% | -$373.37万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -6,474 | -100.0% | -$370.37万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -17,658 | -100.0% | -$286.84万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -6,380 | -100.0% | -$275.86万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -45,466 | -100.0% | -$205.96万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -1,130 | -100.0% | -$195.41万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -13,295 | -100.0% | -$27.14万 | 清仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $0 | 0.00% | 0 | -10,700 | -100.0% | -$11.75万 | 清仓 |
| — | EATON VANCE MUN INCOME TR | $15.34万 | 0.08% | 13,624 | -19,250 | -58.6% | -$21.68万 | 减仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $16.13万 | 0.08% | 15,300 | 0 | 0.0% | — | 不变 |
| CVIE | MORGAN STANLEY ETF TRUST | $20.68万 | 0.10% | 2,432 | 2,432 | — | $20.68万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $24.02万 | 0.12% | 1,129 | -233 | -17.1% | -$4.96万 | 减仓 |
| NUSC | NUSHARES ETF TR | $24.17万 | 0.12% | 4,638 | -762 | -14.1% | -$3.97万 | 减仓 |
| GLD | SPDR GOLD TR | $26.71万 | 0.13% | 725 | -175 | -19.4% | -$6.45万 | 减仓 |
| OKE | ONEOK INC NEW | $35.65万 | 0.17% | 4,100 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $38.70万 | 0.19% | 3,600 | 200 | 5.9% | $2.15万 | 加仓 |
| MOAT | VANECK ETF TRUST | $39.00万 | 0.19% | 3,751 | -1,953 | -34.2% | -$20.30万 | 减仓 |
| XJH | ISHARES TR | $40.12万 | 0.20% | 7,694 | -1,143 | -12.9% | -$5.96万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $43.40万 | 0.21% | 35,811 | -17,900 | -33.3% | -$21.70万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $56.12万 | 0.27% | 8,346 | -4,713 | -36.1% | -$31.69万 | 减仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $56.60万 | 0.28% | 35,005 | -691 | -1.9% | -$1.12万 | 减仓 |
| NULV | NUSHARES ETF TR | $61.72万 | 0.30% | 12,346 | -1,164 | -8.6% | -$5.82万 | 减仓 |
| NULG | NUSHARES ETF TR | $75.64万 | 0.37% | 6,462 | -500 | -7.2% | -$5.85万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $94.90万 | 0.46% | 74,839 | -42,312 | -36.1% | -$53.65万 | 减仓 |
| GOOGL | ALPHABET INC | $100.70万 | 0.49% | 2,818 | -255 | -8.3% | -$9.11万 | 减仓 |
| IGSB | ISHARES TR | $103.41万 | 0.51% | 19,731 | -3,470 | -15.0% | -$18.19万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $116.00万 | 0.57% | 6,883 | 6,883 | — | $116.00万 | 新建仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $128.04万 | 0.63% | 115,250 | 95,350 | 479.1% | $105.93万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $145.60万 | 0.71% | 122,349 | 3,311 | 2.8% | $3.94万 | 加仓 |
| ARGX | ARGENX SE | $158.37万 | 0.77% | 1,707 | -29 | -1.7% | -$2.69万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $160.56万 | 0.79% | 29,224 | -37 | -0.1% | -$2,033 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $174.06万 | 0.85% | 71,395 | 71,395 | — | $174.06万 | 新建仓 |
| VCYT | VERACYTE INC | $179.50万 | 0.88% | 30,563 | -38 | -0.1% | -$2,232 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $181.34万 | 0.89% | 57,186 | 556 | 1.0% | $1.76万 | 加仓 |
| AAON | AAON INC | $191.44万 | 0.94% | 15,091 | 191 | 1.3% | $2.42万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $192.55万 | 0.94% | 52,225 | -257 | -0.5% | -$9,476 | 减仓 |
| VB | VANGUARD INDEX FDS | $194.20万 | 0.95% | 6,407 | 407 | 6.8% | $12.34万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $199.55万 | 0.98% | 15,613 | 4 | 0.0% | $511 | 加仓 |
| VLUE | ISHARES TR | $201.42万 | 0.99% | 10,081 | -318 | -3.1% | -$6.35万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $204.77万 | 1.00% | 5,947 | -232 | -3.8% | -$7.99万 | 减仓 |
| AVGO | BROADCOM INC | $221.06万 | 1.08% | 5,852 | 130 | 2.3% | $4.91万 | 加仓 |
| SSD | SIMPSON MFG INC | $236.26万 | 1.16% | 11,286 | -179 | -1.6% | -$3.75万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $248.91万 | 1.22% | 2,661 | 48 | 1.8% | $4.49万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $251.43万 | 1.23% | 10,123 | 10,123 | — | $251.43万 | 新建仓 |
| SHEL | SHELL PLC | $257.79万 | 1.26% | 33,246 | -2,257 | -6.4% | -$17.50万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $276.61万 | 1.35% | 24,851 | 24,851 | — | $276.61万 | 新建仓 |
| CRH | CRH PLC | $277.73万 | 1.36% | 25,956 | -916 | -3.4% | -$9.80万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $279.62万 | 1.37% | 30,304 | -308 | -1.0% | -$2.84万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $297.10万 | 1.45% | 5,981 | 127 | 2.2% | $6.31万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $303.14万 | 1.48% | 9,261 | -302 | -3.2% | -$9.89万 | 减仓 |
| AZN | ASTRAZENECA PLC | $305.27万 | 1.49% | 16,099 | -908 | -5.3% | -$17.22万 | 减仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $307.12万 | 1.50% | 294,741 | -1,916 | -0.6% | -$2.00万 | 减仓 |
| TJX | TJX COS INC NEW | $345.02万 | 1.69% | 22,774 | -272 | -1.2% | -$4.12万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $353.94万 | 1.73% | 6,891 | -45 | -0.6% | -$2.31万 | 减仓 |
| ILF | ISHARES TR | $377.32万 | 1.85% | 111,800 | -1,871 | -1.6% | -$6.31万 | 减仓 |
| KRE | SPDR SERIES TRUST | $382.77万 | 1.87% | 51,139 | -4,578 | -8.2% | -$34.27万 | 减仓 |
| SHV | ISHARES TR | $410.05万 | 2.01% | 37,159 | 2,771 | 8.1% | $30.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $414.89万 | 2.03% | 11,122 | 387 | 3.6% | $14.44万 | 加仓 |
| AMZN | AMAZON COM INC | $471.44万 | 2.31% | 19,780 | -267 | -1.3% | -$6.36万 | 减仓 |
| SN | SHARKNINJA INC | $472.95万 | 2.31% | 31,060 | -1,648 | -5.0% | -$25.09万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $494.35万 | 2.42% | 124,364 | -1,665 | -1.3% | -$6.62万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $507.00万 | 2.48% | 6,379 | -57 | -0.9% | -$4.53万 | 减仓 |
| EUFN | ISHARES TR | $562.78万 | 2.75% | 144,340 | -1,005 | -0.7% | -$3.92万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $583.80万 | 2.86% | 17,119 | -1,738 | -9.2% | -$59.27万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $597.43万 | 2.92% | 131,563 | 1,840 | 1.4% | $8.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $603.89万 | 2.96% | 30,181 | -430 | -1.4% | -$8.60万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $619.35万 | 3.03% | 10,662 | -1,252 | -10.5% | -$72.73万 | 减仓 |
| GOOG | ALPHABET INC | $631.30万 | 3.09% | 17,867 | -678 | -3.7% | -$23.96万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $636.23万 | 3.11% | 157,912 | 7,906 | 5.3% | $31.85万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $662.92万 | 3.24% | 343,661 | -11,373 | -3.2% | -$21.94万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $727.45万 | 3.56% | 144,078 | -5,941 | -4.0% | -$30.00万 | 减仓 |
| GLW | CORNING INC | $764.01万 | 3.74% | 29,911 | -609 | -2.0% | -$15.56万 | 减仓 |
| EMB | ISHARES TR | $778.08万 | 3.81% | 80,680 | 7,621 | 10.4% | $73.50万 | 加仓 |
| IEI | ISHARES TR | $1,174.16万 | 5.75% | 99,971 | -641 | -0.6% | -$7.53万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,302.05万 | 6.37% | 157,538 | 9,286 | 6.3% | $76.75万 | 加仓 |