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 |
|---|---|---|---|---|---|---|---|---|
| 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 |