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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,708.86万 | 14.72% | 697,083 | 10,049 | 1.5% | $39.05万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,395.85万 | 13.02% | 520,045 | 8,579 | 1.7% | $39.52万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,129.11万 | 11.57% | 268,589 | -16,175 | -5.7% | -$128.22万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,809.74万 | 9.83% | 218,700 | 28,345 | 14.9% | $234.55万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,704.77万 | 9.26% | 266,746 | 16,001 | 6.4% | $102.26万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,640.54万 | 8.91% | 275,490 | 10,079 | 3.8% | $60.02万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $817.81万 | 4.44% | 229,013 | 7,073 | 3.2% | $25.26万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $634.25万 | 3.45% | 183,575 | 2,097 | 1.2% | $7.25万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $629.42万 | 3.42% | 159,589 | 1,345 | 0.8% | $5.30万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $534.78万 | 2.91% | 150,516 | 3,148 | 2.1% | $11.18万 | 加仓 |
| IEI | ISHARES TR | $372.15万 | 2.02% | 31,379 | -43 | -0.1% | -$5,100 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $292.96万 | 1.59% | 71,298 | 8,882 | 14.2% | $36.50万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $286.75万 | 1.56% | 107,883 | 6,562 | 6.5% | $17.44万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $158.81万 | 0.86% | 37,483 | 1,492 | 4.1% | $6.32万 | 加仓 |
| IGSB | ISHARES TR | $150.39万 | 0.82% | 28,613 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $148.75万 | 0.81% | 5,861 | -8 | -0.1% | -$2,030 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $138.44万 | 0.75% | 32,650 | 2,559 | 8.5% | $10.85万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $125.28万 | 0.68% | 32,155 | -1,893 | -5.6% | -$7.38万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $119.96万 | 0.65% | 22,729 | -182 | -0.8% | -$9,606 | 减仓 |
| ACWI | ISHARES TR | $99.14万 | 0.54% | 7,165 | -61 | -0.8% | -$8,440 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $83.81万 | 0.46% | 18,576 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $80.62万 | 0.44% | 1,138 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $77.75万 | 0.42% | 1,359 | -100 | -6.9% | -$5.72万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $72.85万 | 0.40% | 15,032 | -207 | -1.4% | -$1.00万 | 减仓 |
| DLS | WISDOMTREE TR | $71.51万 | 0.39% | 8,774 | -118 | -1.3% | -$9,617 | 减仓 |
| REET | ISHARES TR | $63.13万 | 0.34% | 25,103 | -135 | -0.5% | -$3,395 | 减仓 |
| VTI | VANGUARD INDEX FDS | $62.81万 | 0.34% | 1,958 | -81 | -4.0% | -$2.60万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $58.82万 | 0.32% | 4,426 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $55.23万 | 0.30% | 16,311 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $39.06万 | 0.21% | 1,328 | 313 | 30.8% | $9.21万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $34.27万 | 0.19% | 527 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $34.20万 | 0.19% | 1,642 | -75 | -4.4% | -$1.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $33.83万 | 0.18% | 1,940 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $33.51万 | 0.18% | 3,701 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.80万 | 0.18% | 5,118 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $31.97万 | 0.17% | 5,915 | -5 | -0.1% | -$270 | 减仓 |
| GOOGL | ALPHABET INC | $29.04万 | 0.16% | 1,010 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $25.84万 | 0.14% | 1,347 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $24.02万 | 0.13% | 649 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $23.88万 | 0.13% | 1,451 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $21.23万 | 0.12% | 1,082 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $19.53万 | 0.11% | 196 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $19.03万 | 0.10% | 2,151 | 160 | 8.0% | $1.42万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $17.70万 | 0.10% | 2,239 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $17.23万 | 0.09% | 1,304 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $16.01万 | 0.09% | 1,704 | -597 | -25.9% | -$5.61万 | 减仓 |
| SCZ | ISHARES TR | $15.96万 | 0.09% | 2,036 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $15.05万 | 0.08% | 244 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $14.96万 | 0.08% | 700 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $13.89万 | 0.08% | 1,173 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $13.16万 | 0.07% | 1,653 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $11.90万 | 0.06% | 2,009 | 0 | 0.0% | — | 不变 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $11.74万 | 0.06% | 3,030 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $11.50万 | 0.06% | 2,300 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $10.07万 | 0.05% | 1,975 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $9.94万 | 0.05% | 111 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $9.93万 | 0.05% | 1,384 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $9.14万 | 0.05% | 1,911 | -22 | -1.1% | -$1,053 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $8.63万 | 0.05% | 102 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $8.39万 | 0.05% | 1,026 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $8.08万 | 0.04% | 261 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $7.99万 | 0.04% | 515 | 0 | 0.0% | — | 不变 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $7.63万 | 0.04% | 2,421 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.31万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $7.31万 | 0.04% | 2,509 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $7.24万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.10万 | 0.04% | 210 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $7.07万 | 0.04% | 728 | -260 | -26.3% | -$2.53万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $6.84万 | 0.04% | 1,070 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $6.84万 | 0.04% | 480 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $6.74万 | 0.04% | 542 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $6.46万 | 0.04% | 1,054 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $6.11万 | 0.03% | 286 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5.86万 | 0.03% | 1,056 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $5.79万 | 0.03% | 1,024 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $5.77万 | 0.03% | 280 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $5.62万 | 0.03% | 352 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO | $5.46万 | 0.03% | 1,792 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $5.16万 | 0.03% | 1,035 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $5.01万 | 0.03% | 426 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $4.76万 | 0.03% | 497 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $4.56万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $4.40万 | 0.02% | 38 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $4.33万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $4.13万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $4.08万 | 0.02% | 406 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $3.94万 | 0.02% | 41 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $3.88万 | 0.02% | 850 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.76万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $3.65万 | 0.02% | 114 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $3.37万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $3.11万 | 0.02% | 348 | -52 | -13.0% | -$4,645 | 减仓 |
| GEV | GE VERNOVA INC | $3.06万 | 0.02% | 35 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $3.00万 | 0.02% | 619 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $2.76万 | 0.01% | 555 | -548 | -49.7% | -$2.72万 | 减仓 |
| HD | HOME DEPOT INC | $2.73万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $2.66万 | 0.01% | 250 | -2,561 | -91.1% | -$27.27万 | 减仓 |
| SYK | STRYKER CORPORATION | $2.66万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $2.66万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $2.63万 | 0.01% | 182 | -25 | -12.1% | -$3,614 | 减仓 |