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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $3,126.92万 | 15.45% | 704,896 | 7,813 | 1.1% | $34.66万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,632.00万 | 13.01% | 571,553 | 51,508 | 9.9% | $237.19万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,134.96万 | 10.55% | 270,145 | 1,556 | 0.6% | $12.30万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,003.87万 | 9.90% | 242,452 | 23,752 | 10.9% | $196.31万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,952.20万 | 9.65% | 288,873 | 22,127 | 8.3% | $149.53万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,693.49万 | 8.37% | 287,129 | 11,639 | 4.2% | $68.65万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $922.79万 | 4.56% | 233,381 | 4,368 | 1.9% | $17.27万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $717.62万 | 3.55% | 176,579 | -6,996 | -3.8% | -$28.43万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $654.64万 | 3.24% | 163,131 | 3,542 | 2.2% | $14.21万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $594.49万 | 2.94% | 159,552 | 9,036 | 6.0% | $33.67万 | 加仓 |
| IEI | ISHARES TR | $357.74万 | 1.77% | 30,459 | -920 | -2.9% | -$10.81万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $331.36万 | 1.64% | 71,062 | -236 | -0.3% | -$1.10万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $328.66万 | 1.62% | 113,450 | 5,567 | 5.2% | $16.13万 | 加仓 |
| AAPL | APPLE INC | $169.59万 | 0.84% | 5,861 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $166.86万 | 0.82% | 34,136 | -3,347 | -8.9% | -$16.36万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $163.43万 | 0.81% | 32,567 | 32,567 | — | $163.43万 | 新建仓 |
| DFSI | DIMENSIONAL ETF TRUST | $145.14万 | 0.72% | 32,181 | -469 | -1.4% | -$2.12万 | 减仓 |
| IGSB | ISHARES TR | $128.50万 | 0.64% | 24,518 | -4,095 | -14.3% | -$21.46万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $122.78万 | 0.61% | 22,729 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $118.08万 | 0.58% | 28,625 | -3,530 | -11.0% | -$14.56万 | 减仓 |
| ACWI | ISHARES TR | $107.47万 | 0.53% | 6,847 | -318 | -4.4% | -$4.99万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $95.43万 | 0.47% | 18,462 | -114 | -0.6% | -$5,893 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $84.32万 | 0.42% | 4,426 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $82.39万 | 0.41% | 14,978 | -54 | -0.4% | -$2,971 | 减仓 |
| CAT | CATERPILLAR INC | $79.97万 | 0.40% | 751 | -387 | -34.0% | -$41.21万 | 减仓 |
| META | META PLATFORMS INC | $76.21万 | 0.38% | 1,353 | -6 | -0.4% | -$3,380 | 减仓 |
| VTI | VANGUARD INDEX FDS | $72.45万 | 0.36% | 1,958 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $70.53万 | 0.35% | 8,417 | -357 | -4.1% | -$2.99万 | 减仓 |
| REET | ISHARES TR | $69.06万 | 0.34% | 25,003 | -100 | -0.4% | -$2,762 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $62.29万 | 0.31% | 15,492 | -819 | -5.0% | -$3.29万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $41.89万 | 0.21% | 1,280 | -48 | -3.6% | -$1.57万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $39.35万 | 0.19% | 527 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $39.14万 | 0.19% | 1,642 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.47万 | 0.18% | 5,118 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $36.09万 | 0.18% | 1,010 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $35.74万 | 0.18% | 3,701 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $35.27万 | 0.17% | 5,909 | -6 | -0.1% | -$358 | 减仓 |
| NVDA | NVIDIA CORPORATION | $34.82万 | 0.17% | 1,740 | -200 | -10.3% | -$4.00万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $30.33万 | 0.15% | 700 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $30.33万 | 0.15% | 1,451 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $29.56万 | 0.15% | 1,347 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $24.21万 | 0.12% | 649 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $23.58万 | 0.12% | 1,082 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $20.33万 | 0.10% | 2,239 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $19.30万 | 0.10% | 1,251 | -53 | -4.1% | -$8,178 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $17.16万 | 0.08% | 244 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $16.75万 | 0.08% | 2,036 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $16.03万 | 0.08% | 1,173 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $15.74万 | 0.08% | 1,706 | 2 | 0.1% | $185 | 加仓 |
| AOA | ISHARES TR | $14.56万 | 0.07% | 1,492 | -659 | -30.6% | -$6.43万 | 减仓 |
| WFC | WELLS FARGO & CO | $13.66万 | 0.07% | 1,653 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $13.57万 | 0.07% | 2,009 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $12.82万 | 0.06% | 137 | -59 | -30.1% | -$5.52万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $11.86万 | 0.06% | 3,030 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $11.65万 | 0.06% | 2,300 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $11.13万 | 0.06% | 1,352 | -32 | -2.3% | -$2,635 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $10.86万 | 0.05% | 111 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $10.32万 | 0.05% | 102 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $10.07万 | 0.05% | 1,975 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $10.03万 | 0.05% | 210 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $9.86万 | 0.05% | 261 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $9.69万 | 0.05% | 515 | 0 | 0.0% | — | 不变 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $9.13万 | 0.05% | 2,722 | 301 | 12.4% | $1.01万 | 加仓 |
| VTR | VENTAS INC | $9.11万 | 0.05% | 1,026 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $8.93万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $8.49万 | 0.04% | 2,509 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $8.01万 | 0.04% | 105 | -6 | -5.4% | -$4,579 | 减仓 |
| ITOT | ISHARES TR | $7.88万 | 0.04% | 480 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $7.62万 | 0.04% | 1,054 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $7.57万 | 0.04% | 728 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $7.03万 | 0.03% | 1,070 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $6.93万 | 0.03% | 286 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $6.72万 | 0.03% | 1,159 | -752 | -39.4% | -$4.36万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $6.49万 | 0.03% | 1,056 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $6.22万 | 0.03% | 1,024 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $5.88万 | 0.03% | 519 | -23 | -4.2% | -$2,605 | 减仓 |
| PHM | PULTE GROUP INC | $5.85万 | 0.03% | 426 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $5.79万 | 0.03% | 497 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $5.65万 | 0.03% | 2,468 | 2,468 | — | $5.65万 | 新建仓 |
| IBTH | ISHARES TR | $5.64万 | 0.03% | 2,522 | 2,522 | — | $5.64万 | 新建仓 |
| IBTI | ISHARES TR | $5.63万 | 0.03% | 2,542 | 2,542 | — | $5.63万 | 新建仓 |
| IBTJ | ISHARES TR | $5.62万 | 0.03% | 2,595 | 2,595 | — | $5.62万 | 新建仓 |
| YORW | YORK WTR CO | $5.49万 | 0.03% | 1,792 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $5.33万 | 0.03% | 352 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $5.24万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $5.24万 | 0.03% | 1,035 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $4.72万 | 0.02% | 280 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $4.28万 | 0.02% | 850 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.14万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $4.13万 | 0.02% | 410 | 4 | 1.0% | $403 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $4.13万 | 0.02% | 31 | -7 | -18.4% | -$9,324 | 减仓 |
| GEV | GE VERNOVA INC | $4.11万 | 0.02% | 35 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $3.94万 | 0.02% | 41 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $3.37万 | 0.02% | 98 | -16 | -14.0% | -$5,509 | 减仓 |
| DLN | WISDOMTREE TR | $3.35万 | 0.02% | 348 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $3.05万 | 0.02% | 376 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $2.99万 | 0.01% | 619 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $2.99万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.92万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $2.84万 | 0.01% | 6,000 | 0 | 0.0% | — | 不变 |