Third View Private Wealth, LLC
WESTPORT CT · SEC CIK 0002083406
$7.30亿2026Q1 申报市值
267持仓数
34.7%前十大占比 · 第一大 6.2%
27 / 27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
AZN 新建仓+$356.27万
BX 加仓+$313.19万
APO 加仓+$289.06万
TLT 加仓+$275.60万
HONEYWELL INTL I 加仓+$247.21万
2026Q1 卖出最多 按季末市值估算
ENB 清仓-$369.12万
NOC 减仓-$317.29万
AVALONBAY CMNTYS 清仓-$311.32万
AZN 清仓-$295.01万
BKNG 清仓-$125.85万
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $150.56万 | 0.21% | 16,430 | 2,272 | 16.0% | $20.82万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $153.00万 | 0.21% | 3,062 | 108 | 3.7% | $5.40万 | 加仓 |
| NKE | NIKE INC | $157.96万 | 0.22% | 29,906 | 2,597 | 9.5% | $13.72万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $160.18万 | 0.22% | 10,950 | 3,471 | 46.4% | $50.77万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $167.36万 | 0.23% | 42,348 | 2,681 | 6.8% | $10.60万 | 加仓 |
| XYZ | BLOCK INC | $176.49万 | 0.24% | 29,328 | 1,481 | 5.3% | $8.91万 | 加仓 |
| PCG | PG&E CORP | $179.40万 | 0.25% | 102,104 | 11,505 | 12.7% | $20.21万 | 加仓 |
| CPRT | COPART INC | $179.96万 | 0.25% | 54,205 | 2,038 | 3.9% | $6.77万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $187.58万 | 0.26% | 24,336 | 24,336 | — | $187.58万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $188.36万 | 0.26% | 19,238 | -2,385 | -11.0% | -$23.35万 | 减仓 |
| CBRE | CBRE GROUP INC | $192.88万 | 0.26% | 14,239 | 1,148 | 8.8% | $15.55万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $215.29万 | 0.29% | 8,882 | 116 | 1.3% | $2.81万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $215.64万 | 0.30% | 36,685 | -13,157 | -26.4% | -$77.34万 | 减仓 |
| MKL | MARKEL GROUP INC | $226.24万 | 0.31% | 1,182 | 26 | 2.2% | $4.98万 | 加仓 |
| RTX | RTX CORPORATION | $227.36万 | 0.31% | 11,786 | -4,839 | -29.1% | -$93.35万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $228.87万 | 0.31% | 11,713 | 790 | 7.2% | $15.44万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $234.12万 | 0.32% | 3,977 | 90 | 2.3% | $5.30万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $240.70万 | 0.33% | 5,023 | 73 | 1.5% | $3.50万 | 加仓 |
| YUM | YUM BRANDS INC | $251.54万 | 0.34% | 16,179 | 1,056 | 7.0% | $16.42万 | 加仓 |
| KKR | KKR & CO INC | $251.99万 | 0.35% | 27,242 | 2,719 | 11.1% | $25.15万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $253.94万 | 0.35% | 16,651 | 2,055 | 14.1% | $31.34万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $266.92万 | 0.37% | 11,233 | 3,133 | 38.7% | $74.45万 | 加仓 |
| — | HONEYWELL INTL INC | $273.23万 | 0.37% | 12,088 | 10,937 | 950.2% | $247.21万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $274.57万 | 0.38% | 7,955 | -2,211 | -21.7% | -$76.31万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $277.18万 | 0.38% | 13,320 | 720 | 5.7% | $14.98万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $278.26万 | 0.38% | 30,144 | 1,499 | 5.2% | $13.84万 | 加仓 |
| CVS | CVS HEALTH CORP | $278.54万 | 0.38% | 38,783 | 3,888 | 11.1% | $27.92万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $281.56万 | 0.39% | 2,826 | 15 | 0.5% | $1.49万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $281.66万 | 0.39% | 13,475 | 547 | 4.2% | $11.43万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $283.03万 | 0.39% | 19,595 | 1,128 | 6.1% | $16.29万 | 加仓 |
| SEIC | SEI INVTS CO | $286.45万 | 0.39% | 36,505 | 2,276 | 6.6% | $17.86万 | 加仓 |
| HD | HOME DEPOT INC | $287.24万 | 0.39% | 8,734 | 540 | 6.6% | $17.76万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $291.48万 | 0.40% | 2,515 | 64 | 2.6% | $7.42万 | 加仓 |
| HEI/A | HEICO CORP NEW | $293.73万 | 0.40% | 13,915 | 489 | 3.6% | $10.32万 | 加仓 |
| NVO | NOVO-NORDISK A S | $295.61万 | 0.40% | 80,438 | 10,363 | 14.8% | $38.08万 | 加仓 |
| QCOM | QUALCOMM INC | $299.28万 | 0.41% | 23,239 | 954 | 4.3% | $12.29万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $303.00万 | 0.41% | 9,964 | -1,902 | -16.0% | -$57.84万 | 减仓 |
| BN | BROOKFIELD CORP | $308.66万 | 0.42% | 76,269 | 4,179 | 5.8% | $16.91万 | 加仓 |
| MET | METLIFE INC | $315.67万 | 0.43% | 44,637 | 2,607 | 6.2% | $18.44万 | 加仓 |
| DE | DEERE & CO | $321.67万 | 0.44% | 5,710 | 331 | 6.2% | $18.65万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $332.83万 | 0.46% | 18,245 | 828 | 4.8% | $15.10万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $340.01万 | 0.47% | 23,739 | 1,443 | 6.5% | $20.67万 | 加仓 |
| WM | WASTE MGMT INC DEL | $340.76万 | 0.47% | 14,829 | 562 | 3.9% | $12.91万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $341.81万 | 0.47% | 11,719 | 502 | 4.5% | $14.64万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $348.33万 | 0.48% | 7,556 | 333 | 4.6% | $15.35万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $349.23万 | 0.48% | 17,188 | 6,481 | 60.5% | $131.68万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $352.75万 | 0.48% | 10,438 | 6,528 | 167.0% | $220.61万 | 加仓 |
| AZN | ASTRAZENECA PLC | $356.27万 | 0.49% | 18,064 | 18,064 | — | $356.27万 | 新建仓 |
| HLN | HALEON PLC | $362.78万 | 0.50% | 362,422 | 20,042 | 5.9% | $20.06万 | 加仓 |
| NVS | NOVARTIS AG | $364.01万 | 0.50% | 23,830 | 1,446 | 6.5% | $22.09万 | 加仓 |
| SBUX | STARBUCKS CORP | $366.15万 | 0.50% | 40,866 | 3,637 | 9.8% | $32.59万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $370.87万 | 0.51% | 7,543 | 542 | 7.7% | $26.65万 | 加仓 |
| UL | UNILEVER PLC | $391.67万 | 0.54% | 68,750 | 3,724 | 5.7% | $21.22万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $392.97万 | 0.54% | 22,770 | 7,522 | 49.3% | $129.82万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $393.64万 | 0.54% | 14,532 | 2,026 | 16.2% | $54.88万 | 加仓 |
| TMUS | T-MOBILE US INC | $398.23万 | 0.55% | 18,961 | 1,436 | 8.2% | $30.16万 | 加仓 |
| SRE | SEMPRA | $407.60万 | 0.56% | 41,947 | 3,613 | 9.4% | $35.11万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $413.03万 | 0.57% | 143,862 | 7,505 | 5.5% | $21.55万 | 加仓 |
| BX | BLACKSTONE INC | $414.51万 | 0.57% | 36,047 | 27,236 | 309.1% | $313.19万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $425.84万 | 0.58% | 27,084 | 1,360 | 5.3% | $21.38万 | 加仓 |
| UNP | UNION PAC CORP | $428.09万 | 0.59% | 17,644 | 913 | 5.5% | $22.15万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $438.70万 | 0.60% | 17,947 | 1,036 | 6.1% | $25.32万 | 加仓 |
| LIN | LINDE PLC | $442.57万 | 0.61% | 8,927 | 503 | 6.0% | $24.94万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $458.36万 | 0.63% | 26,426 | 12,651 | 91.8% | $219.43万 | 加仓 |
| KO | COCA COLA CO | $487.88万 | 0.67% | 64,153 | 2,862 | 4.7% | $21.77万 | 加仓 |
| CRM | SALESFORCE INC | $497.52万 | 0.68% | 26,652 | 1,562 | 6.2% | $29.16万 | 加仓 |
| TXN | TEXAS INSTRS INC | $548.57万 | 0.75% | 28,256 | 2,030 | 7.7% | $39.41万 | 加仓 |
| VMC | VULCAN MATLS CO | $586.76万 | 0.80% | 21,548 | 834 | 4.0% | $22.71万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $588.77万 | 0.81% | 20,268 | -857 | -4.1% | -$24.90万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $589.57万 | 0.81% | 52,914 | 25,943 | 96.2% | $289.06万 | 加仓 |
| ADSK | AUTODESK INC | $592.73万 | 0.81% | 24,759 | 1,714 | 7.4% | $41.03万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $600.88万 | 0.82% | 7,777 | 628 | 8.8% | $48.52万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $713.75万 | 0.98% | 24,263 | 915 | 3.9% | $26.92万 | 加仓 |
| DIS | DISNEY WALT CO | $738.59万 | 1.01% | 76,633 | 4,913 | 6.9% | $47.35万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $754.71万 | 1.03% | 16,901 | 1,184 | 7.5% | $52.87万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $795.12万 | 1.09% | 109,733 | 6,836 | 6.6% | $49.53万 | 加仓 |
| AVGO | BROADCOM INC | $837.59万 | 1.15% | 27,062 | 987 | 3.8% | $30.55万 | 加仓 |
| SHOP | SHOPIFY INC | $838.61万 | 1.15% | 70,697 | 4,826 | 7.3% | $57.25万 | 加仓 |
| WMB | WILLIAMS COS INC | $878.08万 | 1.20% | 120,649 | 24,675 | 25.7% | $179.58万 | 加仓 |
| — | EXXON MOBIL CORP | $906.41万 | 1.24% | 53,425 | -6,802 | -11.3% | -$115.40万 | 减仓 |
| ADI | ANALOG DEVICES INC | $913.19万 | 1.25% | 28,704 | 126 | 0.4% | $4.01万 | 加仓 |
| ORCL | ORACLE CORP | $1,189.21万 | 1.63% | 80,838 | -3,789 | -4.5% | -$55.74万 | 减仓 |
| BA | BOEING CO | $1,275.21万 | 1.75% | 64,071 | 6,233 | 10.8% | $124.06万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,387.80万 | 1.90% | 31,773 | 3,705 | 13.2% | $161.83万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,583.70万 | 2.17% | 24,352 | 379 | 1.6% | $24.65万 | 加仓 |
| GOOG | ALPHABET INC | $1,766.12万 | 2.42% | 61,561 | 3,323 | 5.7% | $95.33万 | 加仓 |
| AAPL | APPLE INC | $1,773.37万 | 2.43% | 69,876 | -341 | -0.5% | -$8.65万 | 减仓 |
| NFLX | NETFLIX INC. | $1,792.61万 | 2.45% | 186,439 | 13,186 | 7.6% | $126.78万 | 加仓 |
| V | VISA INC | $1,815.51万 | 2.49% | 60,069 | 3,584 | 6.3% | $108.32万 | 加仓 |
| TSLA | TESLA INC | $2,310.71万 | 3.16% | 62,158 | 4,430 | 7.7% | $164.68万 | 加仓 |
| GOOGL | ALPHABET INC | $2,357.34万 | 3.23% | 81,977 | 4,453 | 5.7% | $128.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,552.38万 | 3.49% | 68,951 | 6,642 | 10.7% | $245.87万 | 加仓 |
| META | META PLATFORMS INC | $2,599.50万 | 3.56% | 45,435 | 3,336 | 7.9% | $190.86万 | 加仓 |
| AMZN | AMAZON COM INC | $2,635.13万 | 3.61% | 126,525 | 9,082 | 7.7% | $189.15万 | 加仓 |
| TLT | ISHARES TR | $2,966.56万 | 4.06% | 342,204 | 31,792 | 10.2% | $275.60万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,551.35万 | 6.23% | 260,972 | 13,216 | 5.3% | $230.49万 | 加仓 |