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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $155.53万 | 0.19% | 2,677 | 2,677 | — | $155.53万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $153.81万 | 0.19% | 13,184 | 2,234 | 20.4% | $26.06万 | 加仓 |
| QQQ | INVESCO QQQ TR | $137.10万 | 0.17% | 1,862 | 19 | 1.0% | $1.40万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $136.95万 | 0.17% | 25,977 | 25,977 | — | $136.95万 | 新建仓 |
| MSCI | MSCI INC | $134.76万 | 0.17% | 2,406 | -163 | -6.3% | -$9.13万 | 减仓 |
| ILMN | ILLUMINA INC | $133.59万 | 0.16% | 7,598 | -4,421 | -36.8% | -$77.73万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $132.67万 | 0.16% | 5,766 | -321 | -5.3% | -$7.39万 | 减仓 |
| ENTG | ENTEGRIS INC | $130.65万 | 0.16% | 7,264 | -1,064 | -12.8% | -$19.14万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $129.71万 | 0.16% | 5,650 | -40 | -0.7% | -$9,183 | 减仓 |
| VTI | VANGUARD INDEX FDS | $129.61万 | 0.16% | 3,502 | 207 | 6.3% | $7.66万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $127.99万 | 0.16% | 33,244 | -9,104 | -21.5% | -$35.05万 | 减仓 |
| HON | HONEYWELL INTL INC | $127.47万 | 0.16% | 5,693 | -6,395 | -52.9% | -$143.19万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $124.21万 | 0.15% | 5,619 | 5,619 | — | $124.21万 | 新建仓 |
| DRAM | ROUNDHILL ETF TRUST | $121.45万 | 0.15% | 16,445 | 16,445 | — | $121.45万 | 新建仓 |
| NKE | NIKE INC | $120.94万 | 0.15% | 29,461 | -445 | -1.5% | -$1.83万 | 减仓 |
| CSCO | CISCO SYS INC | $117.11万 | 0.14% | 9,970 | -1,000 | -9.1% | -$11.75万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $113.45万 | 0.14% | 18,039 | -18,646 | -50.8% | -$117.26万 | 减仓 |
| URI | UNITED RENTALS INC | $112.16万 | 0.14% | 990 | 122 | 14.1% | $13.82万 | 加仓 |
| AMAT | APPLIED MATLS INC | $110.19万 | 0.14% | 1,524 | 157 | 11.5% | $11.35万 | 加仓 |
| TJX | TJX COS INC NEW | $109.17万 | 0.13% | 7,206 | 20 | 0.3% | $3,030 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $108.87万 | 0.13% | 14,315 | -228 | -1.6% | -$1.73万 | 减仓 |
| BRO | BROWN & BROWN INC | $108.43万 | 0.13% | 16,902 | -5,667 | -25.1% | -$36.35万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $108.38万 | 0.13% | 1,108 | -180 | -14.0% | -$17.61万 | 减仓 |
| ABBV | ABBVIE INC | $108.21万 | 0.13% | 4,300 | 1,249 | 40.9% | $31.43万 | 加仓 |
| WMT | WALMART INC | $107.16万 | 0.13% | 9,461 | 419 | 4.6% | $4.75万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $105.61万 | 0.13% | 2,302 | -241 | -9.5% | -$11.06万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $105.12万 | 0.13% | 3,732 | -908 | -19.6% | -$25.58万 | 减仓 |
| H | HYATT HOTELS CORP | $104.40万 | 0.13% | 5,386 | -443 | -7.6% | -$8.59万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $103.61万 | 0.13% | 4,870 | 4,870 | — | $103.61万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $103.24万 | 0.13% | 10,002 | 2 | 0.0% | $206 | 加仓 |
| WDAY | WORKDAY INC | $102.25万 | 0.13% | 8,352 | -342 | -3.9% | -$4.19万 | 减仓 |
| ASML | ASML HLDG NV | $100.67万 | 0.12% | 506 | 210 | 70.9% | $41.78万 | 加仓 |
| VEEV | VEEVA SYS INC | $98.69万 | 0.12% | 5,561 | -492 | -8.1% | -$8.73万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $98.38万 | 0.12% | 3,400 | 3,400 | — | $98.38万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $98.36万 | 0.12% | 3,865 | 24 | 0.6% | $6,108 | 加仓 |
| AGG | ISHARES TR | $97.82万 | 0.12% | 9,883 | 9,883 | — | $97.82万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $97.80万 | 0.12% | 967 | 511 | 112.1% | $51.68万 | 加仓 |
| IJH | ISHARES TR | $95.33万 | 0.12% | 12,363 | -2,802 | -18.5% | -$21.61万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $90.60万 | 0.11% | 2,558 | 528 | 26.0% | $18.70万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $89.48万 | 0.11% | 9,405 | -1,359 | -12.6% | -$12.93万 | 减仓 |
| LEN | LENNAR CORP | $89.08万 | 0.11% | 9,844 | -3,047 | -23.6% | -$27.57万 | 减仓 |
| CTVA | CORTEVA INC | $88.21万 | 0.11% | 10,415 | -549 | -5.0% | -$4.65万 | 减仓 |
| IDXX | IDEXX LABS INC | $87.28万 | 0.11% | 1,658 | -150 | -8.3% | -$7.90万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $87.19万 | 0.11% | 904 | 94 | 11.6% | $9.07万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $86.42万 | 0.11% | 2,555 | 289 | 12.8% | $9.78万 | 加仓 |
| GEV | GE VERNOVA INC | $85.06万 | 0.10% | 724 | 724 | — | $85.06万 | 新建仓 |
| IVV | ISHARES TR | $83.05万 | 0.10% | 1,109 | -13 | -1.2% | -$9,736 | 减仓 |
| C | CITIGROUP INC | $81.57万 | 0.10% | 5,828 | 635 | 12.2% | $8.89万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $78.61万 | 0.10% | 17,527 | 1,850 | 11.8% | $8.30万 | 加仓 |
| MCO | MOODYS CORP | $76.59万 | 0.09% | 1,691 | 532 | 45.9% | $24.10万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $72.92万 | 0.09% | 2,155 | -777 | -26.5% | -$26.29万 | 减仓 |
| IWV | ISHARES TR | $72.06万 | 0.09% | 1,690 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $71.14万 | 0.09% | 14,812 | -3,206 | -17.8% | -$15.40万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $70.87万 | 0.09% | 7,834 | 3,147 | 67.1% | $28.47万 | 加仓 |
| MRK | MERCK & CO INC | $70.79万 | 0.09% | 5,509 | -537 | -8.9% | -$6.90万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $70.40万 | 0.09% | 9,740 | -386 | -3.8% | -$2.79万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $69.85万 | 0.09% | 12,113 | -114 | -0.9% | -$6,574 | 减仓 |
| FICO | FAIR ISAAC CORP | $69.66万 | 0.09% | 583 | -276 | -32.1% | -$32.98万 | 减仓 |
| SNDK | SANDISK CORP | $68.44万 | 0.08% | 301 | 301 | — | $68.44万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $68.10万 | 0.08% | 11,546 | 11,546 | — | $68.10万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $66.62万 | 0.08% | 2,278 | -142 | -5.9% | -$4.15万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $63.79万 | 0.08% | 8,527 | -249 | -2.8% | -$1.86万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $63.31万 | 0.08% | 5,687 | -279 | -4.7% | -$3.11万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $61.97万 | 0.08% | 12,162 | 1,848 | 17.9% | $9.42万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $61.92万 | 0.08% | 17,369 | -1,238 | -6.7% | -$4.41万 | 减仓 |
| ALL | ALLSTATE CORP | $61.03万 | 0.07% | 2,565 | 416 | 19.4% | $9.90万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $58.48万 | 0.07% | 1,350 | 1,350 | — | $58.48万 | 新建仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $57.93万 | 0.07% | 4,250 | 4,250 | — | $57.93万 | 新建仓 |
| AME | AMETEK INC | $56.57万 | 0.07% | 2,338 | -627 | -21.1% | -$15.17万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $54.64万 | 0.07% | 651 | 651 | — | $54.64万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $54.29万 | 0.07% | 16,981 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $53.76万 | 0.07% | 27,027 | -6,585 | -19.6% | -$13.10万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $53.54万 | 0.07% | 1,288 | -3,425 | -72.7% | -$142.38万 | 减仓 |
| IVW | ISHARES TR | $52.87万 | 0.06% | 3,844 | 3,844 | — | $52.87万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $52.81万 | 0.06% | 1,037 | 626 | 152.3% | $31.88万 | 加仓 |
| INTC | INTEL CORP | $51.67万 | 0.06% | 3,701 | 3,701 | — | $51.67万 | 新建仓 |
| WELL | WELLTOWER INC | $50.16万 | 0.06% | 2,210 | 2,210 | — | $50.16万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $50.10万 | 0.06% | 4,470 | -191 | -4.1% | -$2.14万 | 减仓 |
| PWR | QUANTA SVCS INC | $49.75万 | 0.06% | 691 | 691 | — | $49.75万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $49.42万 | 0.06% | 8,325 | -5,134 | -38.1% | -$30.48万 | 减仓 |
| TOST | TOAST INC | $49.09万 | 0.06% | 17,646 | 7,291 | 70.4% | $20.28万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $48.99万 | 0.06% | 5,309 | 2,489 | 88.3% | $22.97万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $48.77万 | 0.06% | 5,025 | -706 | -12.3% | -$6.85万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $48.76万 | 0.06% | 8,864 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $48.48万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| LSGR | NATIXIS ETF TRUST II | $48.37万 | 0.06% | 11,481 | 420 | 3.8% | $1.77万 | 加仓 |
| WAT | WATERS CORP | $48.01万 | 0.06% | 1,280 | -3,765 | -74.6% | -$141.20万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $47.69万 | 0.06% | 2,636 | 517 | 24.4% | $9.35万 | 加仓 |
| SONY | SONY GROUP CORP | $47.62万 | 0.06% | 23,738 | -5,811 | -19.7% | -$11.66万 | 减仓 |
| GOVT | ISHARES TR | $47.33万 | 0.06% | 20,775 | -1,393 | -6.3% | -$3.17万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $46.90万 | 0.06% | 9,122 | 1,878 | 25.9% | $9.66万 | 加仓 |
| QCOM | QUALCOMM INC | $46.70万 | 0.06% | 2,527 | -20,712 | -89.1% | -$382.73万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $46.47万 | 0.06% | 3,937 | -184 | -4.5% | -$2.17万 | 减仓 |
| PGR | PROGRESSIVE CORP | $46.46万 | 0.06% | 2,127 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $45.82万 | 0.06% | 13,540 | 3,815 | 39.2% | $12.91万 | 加仓 |
| GM | GENERAL MTRS CO | $45.55万 | 0.06% | 5,909 | 666 | 12.7% | $5.13万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $45.53万 | 0.06% | 1,213 | 90 | 8.0% | $3.38万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $44.58万 | 0.05% | 698 | 698 | — | $44.58万 | 新建仓 |
| CLS | CELESTICA INC | $44.36万 | 0.05% | 1,216 | -530 | -30.4% | -$19.33万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $44.27万 | 0.05% | 869 | 869 | — | $44.27万 | 新建仓 |