Longview Financial Advisors LLC
SAN RAFAEL CA · SEC CIK 0002076077
$2.02亿2026Q2 申报市值
150持仓数
81.2%前十大占比 · 第一大 15.5%
8 / 15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
JPIE 加仓+$237.19万
VCIT 加仓+$196.31万
J P MORGAN EXCHA 新建仓+$163.43万
HELO 加仓+$149.53万
VGIT 加仓+$68.65万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$41.21万
DFEM 减仓-$28.43万
IGSB 减仓-$21.46万
DFSE 减仓-$16.36万
DFAI 减仓-$14.56万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -500 | -100.0% | -$7.31万 | 清仓 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$4.13万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -245 | -100.0% | -$2.56万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -98 | -100.0% | -$2.22万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -111 | -100.0% | -$2.10万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -37 | -100.0% | -$1.05万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -48 | -100.0% | -$9,516 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -48 | -100.0% | -$8,119 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -15 | -100.0% | -$7,437 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -13 | -100.0% | -$5,621 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -18 | -100.0% | -$5,595 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -8 | -100.0% | -$3,933 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -24 | -100.0% | -$2,616 | 清仓 |
| CMF | ISHARES TR | $0 | 0.00% | 0 | -45 | -100.0% | -$2,559 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -4 | -100.0% | -$1,999 | 清仓 |
| STIP | ISHARES TR | $103 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $194 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $264 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $297 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $304 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $579 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $962 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $988 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $995 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $1,400 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| UPRO | PROSHARES TR | $1,418 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,127 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $3,395 | 0.00% | 41 | 2 | 5.1% | $166 | 加仓 |
| PLD | PROLOGIS INC. | $3,523 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $4,027 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $4,396 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $4,867 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $5,889 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $7,688 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $8,918 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $1.08万 | 0.01% | 49 | 49 | — | $1.08万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $1.13万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $1.23万 | 0.01% | 143 | -40 | -21.9% | -$3,427 | 减仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $1.25万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $1.35万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $1.38万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1.41万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $1.50万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $1.63万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $1.65万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $1.65万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1.87万 | 0.01% | 240 | 90 | 60.0% | $7,012 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1.93万 | 0.01% | 372 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $2.09万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $2.11万 | 0.01% | 309 | -22 | -6.6% | -$1,505 | 减仓 |
| WM | WASTE MGMT INC DEL | $2.23万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $2.24万 | 0.01% | 1,148 | 1,148 | — | $2.24万 | 新建仓 |
| ESGD | ISHARES TR | $2.28万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $2.36万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $2.36万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $2.40万 | 0.01% | 68 | -15 | -18.1% | -$5,290 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2.45万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| IBTL | ISHARES TR | $2.51万 | 0.01% | 1,243 | 1,243 | — | $2.51万 | 新建仓 |
| SYK | STRYKER CORPORATION | $2.55万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $2.64万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $2.66万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $2.72万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $2.72万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| TCBK | TRICO BANCSHARES | $2.75万 | 0.01% | 511 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $2.77万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $2.84万 | 0.01% | 6,000 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.92万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $2.99万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $2.99万 | 0.01% | 619 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $3.05万 | 0.02% | 376 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $3.35万 | 0.02% | 348 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $3.37万 | 0.02% | 98 | -16 | -14.0% | -$5,509 | 减仓 |
| BLK | BLACKROCK INC | $3.94万 | 0.02% | 41 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $4.11万 | 0.02% | 35 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $4.13万 | 0.02% | 31 | -7 | -18.4% | -$9,324 | 减仓 |
| MINT | PIMCO ETF TR | $4.13万 | 0.02% | 410 | 4 | 1.0% | $403 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.14万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $4.28万 | 0.02% | 850 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $4.72万 | 0.02% | 280 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $5.24万 | 0.03% | 1,035 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $5.24万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $5.33万 | 0.03% | 352 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO | $5.49万 | 0.03% | 1,792 | 0 | 0.0% | — | 不变 |
| IBTJ | ISHARES TR | $5.62万 | 0.03% | 2,595 | 2,595 | — | $5.62万 | 新建仓 |
| IBTI | ISHARES TR | $5.63万 | 0.03% | 2,542 | 2,542 | — | $5.63万 | 新建仓 |
| IBTH | ISHARES TR | $5.64万 | 0.03% | 2,522 | 2,522 | — | $5.64万 | 新建仓 |
| IBTG | ISHARES TR | $5.65万 | 0.03% | 2,468 | 2,468 | — | $5.65万 | 新建仓 |
| RBA | RB GLOBAL INC | $5.79万 | 0.03% | 497 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $5.85万 | 0.03% | 426 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $5.88万 | 0.03% | 519 | -23 | -4.2% | -$2,605 | 减仓 |
| SPYV | SPDR SERIES TRUST | $6.22万 | 0.03% | 1,024 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $6.49万 | 0.03% | 1,056 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $6.72万 | 0.03% | 1,159 | -752 | -39.4% | -$4.36万 | 减仓 |
| IWD | ISHARES TR | $6.93万 | 0.03% | 286 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $7.03万 | 0.03% | 1,070 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $7.57万 | 0.04% | 728 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $7.62万 | 0.04% | 1,054 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $7.88万 | 0.04% | 480 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $8.01万 | 0.04% | 105 | -6 | -5.4% | -$4,579 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $8.49万 | 0.04% | 2,509 | 0 | 0.0% | — | 不变 |