Westview Management dba Westview Investment Advisors
BURLINGTON VT · SEC CIK 0002073768
$1.92亿2026Q1 申报市值
70持仓数
37.7%前十大占比 · 第一大 6.4%
9 / 14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
ILF 新建仓+$403.76万
XOP 新建仓+$373.37万
AZN 新建仓+$335.41万
INTU 新建仓+$275.86万
AVGO 新建仓+$177.10万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$359.78万
GLW 减仓-$303.64万
AES 清仓-$298.02万
BSX 清仓-$236.28万
ADSK 清仓-$232.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $1,226.78万 | 6.38% | 148,252 | -14,158 | -8.7% | -$117.16万 | 减仓 |
| IEI | ISHARES TR | $1,193.26万 | 6.21% | 100,612 | -4,237 | -4.0% | -$50.25万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $755.64万 | 3.93% | 150,019 | -14,423 | -8.8% | -$72.65万 | 减仓 |
| EMB | ISHARES TR | $686.24万 | 3.57% | 73,059 | -5,698 | -7.2% | -$53.52万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $674.57万 | 3.51% | 355,034 | -30,741 | -8.0% | -$58.41万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $602.12万 | 3.13% | 150,006 | -11,141 | -6.9% | -$44.72万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $537.18万 | 2.80% | 129,723 | -1,542 | -1.2% | -$6.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $533.85万 | 2.78% | 30,611 | -2,710 | -8.1% | -$47.26万 | 减仓 |
| GOOG | ALPHABET INC | $532.00万 | 2.77% | 18,545 | -2,491 | -11.8% | -$71.46万 | 减仓 |
| EUFN | ISHARES TR | $506.53万 | 2.64% | 145,345 | -10,792 | -6.9% | -$37.61万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $468.42万 | 2.44% | 6,436 | -2,261 | -26.0% | -$164.56万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $455.97万 | 2.37% | 126,029 | -8,412 | -6.3% | -$30.43万 | 减仓 |
| AMZN | AMAZON COM INC | $417.52万 | 2.17% | 20,047 | -1,268 | -5.9% | -$26.41万 | 减仓 |
| GLW | CORNING INC | $414.98万 | 2.16% | 30,520 | -22,332 | -42.3% | -$303.64万 | 减仓 |
| ILF | ISHARES TR | $403.76万 | 2.10% | 113,671 | 113,671 | — | $403.76万 | 新建仓 |
| MSFT | MICROSOFT CORP | $397.39万 | 2.07% | 10,735 | 139 | 1.3% | $5.15万 | 加仓 |
| SHV | ISHARES TR | $379.61万 | 1.98% | 34,388 | -1,410 | -3.9% | -$15.57万 | 减仓 |
| XOP | SPDR SERIES TRUST | $373.37万 | 1.94% | 20,534 | 20,534 | — | $373.37万 | 新建仓 |
| META | META PLATFORMS INC | $370.37万 | 1.93% | 6,474 | -502 | -7.2% | -$28.72万 | 减仓 |
| TJX | TJX COS INC NEW | $368.05万 | 1.92% | 23,046 | -2,746 | -10.6% | -$43.85万 | 减仓 |
| KRE | SPDR SERIES TRUST | $362.99万 | 1.89% | 55,717 | -6,182 | -10.0% | -$40.28万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $346.54万 | 1.80% | 6,936 | -607 | -8.0% | -$30.33万 | 减仓 |
| SN | SHARKNINJA INC | $346.38万 | 1.80% | 32,708 | -3,948 | -10.8% | -$41.81万 | 减仓 |
| AZN | ASTRAZENECA PLC | $335.41万 | 1.75% | 17,007 | 17,007 | — | $335.41万 | 新建仓 |
| SHEL | SHELL PLC | $330.18万 | 1.72% | 35,503 | -2,543 | -6.7% | -$23.65万 | 减仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $304.96万 | 1.59% | 296,657 | -452 | -0.2% | -$4,647 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $302.32万 | 1.57% | 18,857 | 2,319 | 14.0% | $37.18万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $287.69万 | 1.50% | 30,612 | -2,181 | -6.7% | -$20.50万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $286.84万 | 1.49% | 17,658 | -1,100 | -5.9% | -$17.87万 | 减仓 |
| CRH | CRH PLC | $282.48万 | 1.47% | 26,872 | -2,170 | -7.5% | -$22.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $281.32万 | 1.46% | 9,563 | -957 | -9.1% | -$28.15万 | 减仓 |
| INTU | INTUIT | $275.86万 | 1.44% | 6,380 | 6,380 | — | $275.86万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $261.41万 | 1.36% | 5,854 | -430 | -6.8% | -$19.20万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $260.35万 | 1.35% | 2,613 | 108 | 4.3% | $10.76万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $242.36万 | 1.26% | 11,914 | 782 | 7.0% | $15.91万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $205.96万 | 1.07% | 45,466 | -13,979 | -23.5% | -$63.33万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $198.06万 | 1.03% | 6,179 | -2,014 | -24.6% | -$64.56万 | 减仓 |
| SSD | SIMPSON MFG INC | $196.76万 | 1.02% | 11,465 | -1,379 | -10.7% | -$23.67万 | 减仓 |
| MELI | MERCADOLIBRE INC | $195.41万 | 1.02% | 1,130 | -470 | -29.4% | -$81.28万 | 减仓 |
| AVGO | BROADCOM INC | $177.10万 | 0.92% | 5,722 | 5,722 | — | $177.10万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $173.74万 | 0.90% | 56,630 | -14,629 | -20.5% | -$44.88万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $171.22万 | 0.89% | 15,609 | -3,015 | -16.2% | -$33.07万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $162.49万 | 0.85% | 52,482 | -12,416 | -19.1% | -$38.44万 | 减仓 |
| VB | VANGUARD INDEX FDS | $157.14万 | 0.82% | 6,000 | 1,750 | 41.2% | $45.83万 | 加仓 |
| VLUE | ISHARES TR | $147.87万 | 0.77% | 10,399 | 10,399 | — | $147.87万 | 新建仓 |
| NZF | NUVEEN MUN CR INCOME FD | $142.69万 | 0.74% | 117,151 | -973 | -0.8% | -$1.19万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $134.28万 | 0.70% | 119,038 | 119,038 | — | $134.28万 | 新建仓 |
| ARGX | ARGENX SE | $126.77万 | 0.66% | 1,736 | 1,736 | — | $126.77万 | 新建仓 |
| AAON | AAON INC | $123.30万 | 0.64% | 14,900 | -2,900 | -16.3% | -$24.00万 | 减仓 |
| IGSB | ISHARES TR | $121.95万 | 0.63% | 23,201 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $98.57万 | 0.51% | 30,601 | -2,089 | -6.4% | -$6.73万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $97.20万 | 0.51% | 29,261 | -2,763 | -8.6% | -$9.18万 | 减仓 |
| GOOGL | ALPHABET INC | $88.36万 | 0.46% | 3,073 | -70 | -2.2% | -$2.01万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $85.78万 | 0.45% | 13,059 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $63.31万 | 0.33% | 6,962 | 1,694 | 32.2% | $15.41万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $61.77万 | 0.32% | 53,711 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $61.47万 | 0.32% | 13,510 | 3,357 | 33.1% | $15.27万 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $57.72万 | 0.30% | 35,696 | -8,156 | -18.6% | -$13.19万 | 减仓 |
| MOAT | VANECK ETF TRUST | $55.16万 | 0.29% | 5,704 | -17,123 | -75.0% | -$165.58万 | 减仓 |
| XJH | ISHARES TR | $40.09万 | 0.21% | 8,837 | 1,821 | 26.0% | $8.26万 | 加仓 |
| GLD | SPDR GOLD TR | $38.73万 | 0.20% | 900 | -200 | -18.2% | -$8.61万 | 减仓 |
| OKE | ONEOK INC NEW | $37.06万 | 0.19% | 4,100 | 200 | 5.1% | $1.81万 | 加仓 |
| — | EATON VANCE MUN INCOME TR | $34.22万 | 0.18% | 32,874 | -5,000 | -13.2% | -$5.20万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $33.45万 | 0.17% | 3,400 | 800 | 30.8% | $7.87万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $27.14万 | 0.14% | 13,295 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.13万 | 0.14% | 1,362 | 108 | 8.6% | $2.07万 | 加仓 |
| NUSC | NUSHARES ETF TR | $24.33万 | 0.13% | 5,400 | 5,400 | — | $24.33万 | 新建仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $20.91万 | 0.11% | 19,900 | 300 | 1.5% | $3,153 | 加仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $15.76万 | 0.08% | 15,300 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $11.75万 | 0.06% | 10,700 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -19,568 | -100.0% | -$359.78万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -207,824 | -100.0% | -$298.02万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -24,780 | -100.0% | -$236.28万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -7,854 | -100.0% | -$232.48万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -40,318 | -100.0% | -$208.16万 | 清仓 |
| — | BLACKROCK MUN INCOME TR | $0 | 0.00% | 0 | -121,838 | -100.0% | -$122.20万 | 清仓 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -10,648 | -100.0% | -$49.02万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -6,850 | -100.0% | -$46.05万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -4,569 | -100.0% | -$40.88万 | 清仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -7,879 | -100.0% | -$39.91万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -4,500 | -100.0% | -$36.53万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -9,155 | -100.0% | -$34.23万 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II | $0 | 0.00% | 0 | -19,900 | -100.0% | -$20.78万 | 清仓 |
| TROX | TRONOX HOLDINGS PLC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4.17万 | 清仓 |