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 |
|---|---|---|---|---|---|---|---|---|
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -10,194 | -100.0% | -$149.05万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -29,110 | -100.0% | -$131.66万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -13,564 | -100.0% | -$100.99万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -95,304 | -100.0% | -$57.18万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -7,432 | -100.0% | -$53.35万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -2,445 | -100.0% | -$52.58万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -2,259 | -100.0% | -$41.73万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -3,324 | -100.0% | -$41.70万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -367 | -100.0% | -$35.29万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -8,857 | -100.0% | -$34.03万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,772 | -100.0% | -$33.60万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -1,521 | -100.0% | -$32.49万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,437 | -100.0% | -$30.99万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,860 | -100.0% | -$27.82万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -2,115 | -100.0% | -$27.70万 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -3,162 | -100.0% | -$26.77万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -4,540 | -100.0% | -$22.90万 | 清仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $0 | 0.00% | 0 | -6,664 | -100.0% | -$22.26万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -6,166 | -100.0% | -$20.80万 | 清仓 |
| EXPO | EXPONENT INC | $0 | 0.00% | 0 | -3,113 | -100.0% | -$20.31万 | 清仓 |
| ATEC | ALPHATEC HLDGS INC | $0 | 0.00% | 0 | -13,694 | -100.0% | -$14.90万 | 清仓 |
| HAYW | HAYWARD HLDGS INC | $0 | 0.00% | 0 | -10,121 | -100.0% | -$13.54万 | 清仓 |
| ARHS | ARHAUS INC | $0 | 0.00% | 0 | -18,647 | -100.0% | -$12.64万 | 清仓 |
| NEO | NEOGENOMICS INC | $0 | 0.00% | 0 | -14,310 | -100.0% | -$10.62万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -11,853 | -100.0% | -$6.76万 | 清仓 |
| — | HEIDMAR MARITIME HLDGS CORP | $1.28万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC 看涨期权 | $1.57万 | 0.00% | 100 | 100 | — | $1.57万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $5.44万 | 0.01% | 23,775 | -6,250 | -20.8% | -$1.43万 | 减仓 |
| — | SKYX PLATFORMS CORP | $11.38万 | 0.01% | 103,000 | -100,000 | -49.3% | -$11.05万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $20.90万 | 0.03% | 1,347 | -374 | -21.7% | -$5.80万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $20.91万 | 0.03% | 7,683 | 7,683 | — | $20.91万 | 新建仓 |
| AGX | ARGAN INC | $21.40万 | 0.03% | 268 | 268 | — | $21.40万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $21.49万 | 0.03% | 4,361 | -807 | -15.6% | -$3.98万 | 重新持有 |
| CME | CME GROUP INC | $21.99万 | 0.03% | 996 | 996 | — | $21.99万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.01万 | 0.03% | 5,199 | -2,467 | -32.2% | -$10.45万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $22.24万 | 0.03% | 1,690 | -723 | -30.0% | -$9.51万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $22.41万 | 0.03% | 1,210 | 1,210 | — | $22.41万 | 新建仓 |
| LOW | LOWES COS INC | $22.63万 | 0.03% | 1,026 | -274 | -21.1% | -$6.04万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $22.80万 | 0.03% | 3,106 | 116 | 3.9% | $8,516 | 加仓 |
| ETR | ENTERGY CORP NEW | $22.98万 | 0.03% | 2,001 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $23.12万 | 0.03% | 1,496 | -577 | -27.8% | -$8.92万 | 减仓 |
| MDT | MEDTRONIC PLC | $23.38万 | 0.03% | 2,989 | -683 | -18.6% | -$5.34万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $23.66万 | 0.03% | 4,379 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC | $24.24万 | 0.03% | 767 | 767 | — | $24.24万 | 新建仓 |
| ALC | ALCON AG | $24.31万 | 0.03% | 3,623 | -1,102 | -23.3% | -$7.39万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $24.32万 | 0.03% | 9,273 | -585 | -5.9% | -$1.53万 | 减仓 |
| RPM | RPM INTL INC | $24.63万 | 0.03% | 2,216 | -926 | -29.5% | -$10.29万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $24.77万 | 0.03% | 3,324 | -1,291 | -28.0% | -$9.62万 | 减仓 |
| MCK | MCKESSON CORP | $25.29万 | 0.03% | 335 | -43 | -11.4% | -$3.25万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $25.58万 | 0.03% | 764 | 764 | — | $25.58万 | 新建仓 |
| ADBE | ADOBE INC | $25.71万 | 0.03% | 1,254 | -287 | -18.6% | -$5.88万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.98万 | 0.03% | 8,970 | 8,970 | — | $25.98万 | 新建仓 |
| WFC | WELLS FARGO & CO | $26.04万 | 0.03% | 3,151 | -862 | -21.5% | -$7.12万 | 减仓 |
| FLEX | FLEX LTD | $26.06万 | 0.03% | 1,608 | 1,608 | — | $26.06万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $26.17万 | 0.03% | 1,835 | 1,835 | — | $26.17万 | 新建仓 |
| IR | INGERSOLL RAND INC | $26.22万 | 0.03% | 3,198 | 493 | 18.2% | $4.04万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $26.45万 | 0.03% | 1,933 | 1,933 | — | $26.45万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $26.71万 | 0.03% | 1,488 | -421 | -22.1% | -$7.56万 | 减仓 |
| OSK | OSHKOSH CORP | $26.80万 | 0.03% | 1,746 | -321 | -15.5% | -$4.93万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $27.25万 | 0.03% | 6,667 | -8,923 | -57.2% | -$36.47万 | 减仓 |
| GLD | SPDR GOLD TR | $27.41万 | 0.03% | 744 | -311 | -29.5% | -$11.46万 | 减仓 |
| FDX | FEDEX CORP | $27.74万 | 0.03% | 886 | -70 | -7.3% | -$2.19万 | 减仓 |
| FN | FABRINET | $28.10万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| RONB | BARON ETF TR | $28.40万 | 0.03% | 11,640 | 1,292 | 12.5% | $3.15万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $28.70万 | 0.04% | 691 | -123 | -15.1% | -$5.11万 | 减仓 |
| MLPX | GLOBAL X FDS | $28.84万 | 0.04% | 3,915 | 3,915 | — | $28.84万 | 新建仓 |
| TPR | TAPESTRY INC | $29.28万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $29.47万 | 0.04% | 3,310 | 3,310 | — | $29.47万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $29.53万 | 0.04% | 5,509 | -432 | -7.3% | -$2.32万 | 减仓 |
| APPF | APPFOLIO INC | $29.83万 | 0.04% | 1,860 | -179 | -8.8% | -$2.87万 | 减仓 |
| PHM | PULTE GROUP INC | $30.72万 | 0.04% | 2,239 | 510 | 29.5% | $7.00万 | 加仓 |
| DGRW | WISDOMTREE TR | $30.92万 | 0.04% | 3,234 | -86 | -2.6% | -$8,223 | 减仓 |
| AIS | TIDAL TRUST III | $31.18万 | 0.04% | 3,655 | 3,655 | — | $31.18万 | 新建仓 |
| SHYG | ISHARES TR | $31.32万 | 0.04% | 7,386 | -470 | -6.0% | -$1.99万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $31.40万 | 0.04% | 2,972 | -175 | -5.6% | -$1.85万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $31.82万 | 0.04% | 1,095 | -6,860 | -86.2% | -$199.34万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $32.42万 | 0.04% | 4,638 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $32.65万 | 0.04% | 1,253 | 287 | 29.7% | $7.48万 | 加仓 |
| NRG | NRG ENERGY INC | $33.08万 | 0.04% | 2,265 | 2,265 | — | $33.08万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $33.10万 | 0.04% | 167 | 167 | — | $33.10万 | 新建仓 |
| SNPS | SYNOPSYS INC | $33.23万 | 0.04% | 745 | -124 | -14.3% | -$5.53万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $33.55万 | 0.04% | 3,833 | -935 | -19.6% | -$8.18万 | 减仓 |
| TTE | TOTALENERGIES SE | $33.74万 | 0.04% | 4,339 | -480 | -10.0% | -$3.73万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $33.82万 | 0.04% | 2,029 | -763 | -27.3% | -$12.72万 | 减仓 |
| CIEN | CIENA CORP | $34.00万 | 0.04% | 693 | 693 | — | $34.00万 | 新建仓 |
| CPRT | COPART INC | $34.05万 | 0.04% | 12,080 | -42,125 | -77.7% | -$118.75万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $34.74万 | 0.04% | 4,814 | -429 | -8.2% | -$3.10万 | 减仓 |
| XEL | XCEL ENERGY INC | $35.19万 | 0.04% | 4,382 | -1,064 | -19.5% | -$8.54万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $35.53万 | 0.04% | 257 | 257 | — | $35.53万 | 新建仓 |
| GLW | CORNING INC | $35.61万 | 0.04% | 1,394 | 1,394 | — | $35.61万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $35.72万 | 0.04% | 1,639 | 1,639 | — | $35.72万 | 新建仓 |
| IYW | ISHARES TR | $35.97万 | 0.04% | 1,426 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $36.10万 | 0.04% | 1,696 | -609 | -26.4% | -$12.96万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $36.91万 | 0.05% | 4,047 | -702 | -14.8% | -$6.40万 | 减仓 |
| APH | AMPHENOL CORP | $36.96万 | 0.05% | 2,096 | 2,096 | — | $36.96万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $37.41万 | 0.05% | 867 | 867 | — | $37.41万 | 新建仓 |
| COP | CONOCOPHILLIPS | $37.91万 | 0.05% | 3,647 | 606 | 19.9% | $6.30万 | 加仓 |
| ECL | ECOLAB INC | $37.92万 | 0.05% | 1,361 | -287 | -17.4% | -$8.00万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $38.48万 | 0.05% | 3,527 | -134 | -3.7% | -$1.46万 | 减仓 |
| PFE | PFIZER INC | $38.57万 | 0.05% | 16,016 | -555 | -3.3% | -$1.34万 | 减仓 |