Longview Financial Advisors LLC
SAN RAFAEL CA · SEC CIK 0002076077
$1.84亿2026Q1 申报市值
157持仓数
81.5%前十大占比 · 第一大 14.7%
0 / 18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
VCIT 加仓+$234.55万
HELO 加仓+$102.26万
VGIT 加仓+$60.02万
JPIE 加仓+$39.52万
DIMENSIONAL ETF 加仓+$39.05万
2026Q1 卖出最多 按季末市值估算
VCSH 减仓-$128.22万
SUB 减仓-$27.27万
AMD 清仓-$8.89万
DFAI 减仓-$7.38万
META 减仓-$5.72万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -415 | -100.0% | -$8.89万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -136 | -100.0% | -$4.77万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -870 | -100.0% | -$4.40万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -286 | -100.0% | -$3.69万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -150 | -100.0% | -$3.26万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -66 | -100.0% | -$2.31万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -212 | -100.0% | -$1.35万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -187 | -100.0% | -$1.09万 | 清仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $0 | 0.00% | 0 | -1,104 | -100.0% | -$8,159 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -72 | -100.0% | -$5,781 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -40 | -100.0% | -$5,012 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -55 | -100.0% | -$4,632 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -30 | -100.0% | -$4,300 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$3,146 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$970 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$585 | 清仓 |
| SLYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2 | -100.0% | -$182 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -3 | -100.0% | -$79 | 清仓 |
| STIP | ISHARES TR | $104 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $193 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $230 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $298 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $301 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $564 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $837 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $922 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $953 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| UPRO | PROSHARES TR | $970 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $1,380 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1,828 | 0.00% | 24 | -6 | -20.0% | -$457 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,999 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $2,559 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $2,616 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $2,878 | 0.00% | 39 | 1 | 2.6% | $74 | 加仓 |
| PLD | PROLOGIS INC. | $3,437 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $3,675 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $3,708 | 0.00% | 81 | -126 | -60.9% | -$5,768 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,933 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $4,171 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $5,136 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $5,595 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $5,621 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $7,437 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $8,112 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $8,119 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $9,067 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $9,516 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1.05万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1.15万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1.18万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $1.18万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $1.19万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $1.19万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $1.23万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $1.39万 | 0.01% | 183 | -1 | -0.5% | -$76 | 减仓 |
| CVX | CHEVRON CORPORATION | $1.41万 | 0.01% | 68 | -27 | -28.4% | -$5,587 | 减仓 |
| IVV | ISHARES TR | $1.44万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $1.56万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $1.57万 | 0.01% | 376 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $1.75万 | 0.01% | 372 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1.75万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $1.88万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $2.02万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $2.02万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $2.10万 | 0.01% | 111 | -17 | -13.3% | -$3,223 | 减仓 |
| ESGD | ISHARES TR | $2.12万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $2.22万 | 0.01% | 98 | -24 | -19.7% | -$5,425 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2.25万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $2.30万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $2.38万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $2.43万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| TCBK | TRICO BANCSHARES | $2.43万 | 0.01% | 511 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $2.56万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.61万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $2.62万 | 0.01% | 107 | -9 | -7.8% | -$2,200 | 减仓 |
| EOG | EOG RES INC | $2.63万 | 0.01% | 182 | -25 | -12.1% | -$3,614 | 减仓 |
| SDY | SPDR SERIES TRUST | $2.66万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $2.66万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $2.66万 | 0.01% | 250 | -2,561 | -91.1% | -$27.27万 | 减仓 |
| HD | HOME DEPOT INC | $2.73万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $2.76万 | 0.01% | 555 | -548 | -49.7% | -$2.72万 | 减仓 |
| ISTB | ISHARES TR | $3.00万 | 0.02% | 619 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $3.06万 | 0.02% | 35 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $3.11万 | 0.02% | 348 | -52 | -13.0% | -$4,645 | 减仓 |
| RWT | REDWOOD TRUST INC | $3.37万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $3.65万 | 0.02% | 114 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.76万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $3.88万 | 0.02% | 850 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $3.94万 | 0.02% | 41 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $4.08万 | 0.02% | 406 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $4.13万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $4.33万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $4.40万 | 0.02% | 38 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $4.56万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $4.76万 | 0.03% | 497 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $5.01万 | 0.03% | 426 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $5.16万 | 0.03% | 1,035 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO | $5.46万 | 0.03% | 1,792 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $5.62万 | 0.03% | 352 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $5.77万 | 0.03% | 280 | 0 | 0.0% | — | 不变 |