Third View Private Wealth, LLC
WESTPORT CT · SEC CIK 0002083406
$8.14亿2026Q2 申报市值
291持仓数
36.5%前十大占比 · 第一大 7.3%
47 / 25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
NVDA 加仓+$737.41万
MSFT 加仓+$426.81万
HYS 新建仓+$261.52万
OTIS 加仓+$223.37万
SPCX 新建仓+$220.94万
2026Q2 卖出最多 按季末市值估算
QCOM 减仓-$382.73万
TXN 减仓-$333.57万
AVGO 减仓-$229.48万
LHX 减仓-$199.34万
DTE 清仓-$149.05万
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 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | $1,137.61万 | 1.40% | 28,643 | -61 | -0.2% | -$2.42万 | 减仓 |
| ORCL | ORACLE CORP | $1,197.44万 | 1.47% | 81,709 | 871 | 1.1% | $12.76万 | 加仓 |
| NFLX | NETFLIX INC. | $1,336.16万 | 1.64% | 187,137 | 698 | 0.4% | $4.98万 | 加仓 |
| BA | BOEING CO | $1,397.97万 | 1.72% | 64,580 | 509 | 0.8% | $11.02万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,710.26万 | 2.10% | 198,544 | 7,906 | 4.1% | $68.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,783.74万 | 2.19% | 23,886 | -466 | -1.9% | -$34.80万 | 减仓 |
| V | VISA INC | $2,092.53万 | 2.57% | 60,991 | 922 | 1.5% | $31.63万 | 加仓 |
| AAPL | APPLE INC | $2,212.56万 | 2.72% | 76,464 | 6,588 | 9.4% | $190.63万 | 加仓 |
| GOOG | ALPHABET INC | $2,255.21万 | 2.77% | 63,827 | 2,266 | 3.7% | $80.06万 | 加仓 |
| TSLA | TESLA INC | $2,612.08万 | 3.21% | 62,104 | -54 | -0.1% | -$2.27万 | 减仓 |
| META | META PLATFORMS INC | $2,629.64万 | 3.23% | 46,684 | 1,249 | 2.7% | $70.35万 | 加仓 |
| TLT | ISHARES TR | $2,961.42万 | 3.64% | 342,677 | 473 | 0.1% | $4.09万 | 加仓 |
| GOOGL | ALPHABET INC | $2,971.69万 | 3.65% | 83,154 | 1,177 | 1.4% | $42.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,998.84万 | 3.68% | 80,393 | 11,442 | 16.6% | $426.81万 | 加仓 |
| AMZN | AMAZON COM INC | $3,061.39万 | 3.76% | 128,447 | 1,922 | 1.5% | $45.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,959.20万 | 7.32% | 297,826 | 36,854 | 14.1% | $737.41万 | 加仓 |