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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5,959.20万 | 7.32% | 297,826 | 36,854 | 14.1% | $737.41万 | 加仓 |
| AMZN | AMAZON COM INC | $3,061.39万 | 3.76% | 128,447 | 1,922 | 1.5% | $45.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,998.84万 | 3.68% | 80,393 | 11,442 | 16.6% | $426.81万 | 加仓 |
| GOOGL | ALPHABET INC | $2,971.69万 | 3.65% | 83,154 | 1,177 | 1.4% | $42.06万 | 加仓 |
| TLT | ISHARES TR | $2,961.42万 | 3.64% | 342,677 | 473 | 0.1% | $4.09万 | 加仓 |
| META | META PLATFORMS INC | $2,629.64万 | 3.23% | 46,684 | 1,249 | 2.7% | $70.35万 | 加仓 |
| TSLA | TESLA INC | $2,612.08万 | 3.21% | 62,104 | -54 | -0.1% | -$2.27万 | 减仓 |
| GOOG | ALPHABET INC | $2,255.21万 | 2.77% | 63,827 | 2,266 | 3.7% | $80.06万 | 加仓 |
| AAPL | APPLE INC | $2,212.56万 | 2.72% | 76,464 | 6,588 | 9.4% | $190.63万 | 加仓 |
| V | VISA INC | $2,092.53万 | 2.57% | 60,991 | 922 | 1.5% | $31.63万 | 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 |
| VUG | VANGUARD INDEX FDS | $1,710.26万 | 2.10% | 198,544 | 7,906 | 4.1% | $68.10万 | 加仓 |
| BA | BOEING CO | $1,397.97万 | 1.72% | 64,580 | 509 | 0.8% | $11.02万 | 加仓 |
| NFLX | NETFLIX INC. | $1,336.16万 | 1.64% | 187,137 | 698 | 0.4% | $4.98万 | 加仓 |
| ORCL | ORACLE CORP | $1,197.44万 | 1.47% | 81,709 | 871 | 1.1% | $12.76万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,137.61万 | 1.40% | 28,643 | -61 | -0.2% | -$2.42万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,055.60万 | 1.30% | 109,821 | 88 | 0.1% | $8,459 | 加仓 |
| — | EXXON MOBIL CORP | $912.31万 | 1.12% | 66,729 | 13,304 | 24.9% | $181.89万 | 加仓 |
| WMB | WILLIAMS COS INC | $899.17万 | 1.10% | 120,954 | 305 | 0.3% | $2.27万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $887.47万 | 1.09% | 17,866 | 965 | 5.7% | $47.94万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $810.97万 | 1.00% | 24,775 | 512 | 2.1% | $16.76万 | 加仓 |
| SHOP | SHOPIFY INC | $802.01万 | 0.99% | 70,241 | -456 | -0.6% | -$5.21万 | 减仓 |
| AVGO | BROADCOM INC | $792.77万 | 0.97% | 20,987 | -6,075 | -22.4% | -$229.48万 | 减仓 |
| DIS | DISNEY WALT CO | $691.73万 | 0.85% | 71,868 | -4,765 | -6.2% | -$45.86万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $658.67万 | 0.81% | 13,792 | 3,354 | 32.1% | $160.18万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $638.33万 | 0.78% | 53,954 | 1,040 | 2.0% | $12.30万 | 加仓 |
| VMC | VULCAN MATLS CO | $630.00万 | 0.77% | 21,355 | -193 | -0.9% | -$5.69万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $557.52万 | 0.68% | 19,016 | -1,252 | -6.2% | -$36.71万 | 减仓 |
| KO | COCA COLA CO | $535.75万 | 0.66% | 65,922 | 1,769 | 2.8% | $14.38万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $533.16万 | 0.65% | 31,989 | 5,563 | 21.1% | $92.72万 | 加仓 |
| TXN | TEXAS INSTRS INC | $508.66万 | 0.62% | 17,065 | -11,191 | -39.6% | -$333.57万 | 减仓 |
| BX | BLACKSTONE INC | $500.53万 | 0.61% | 42,537 | 6,490 | 18.0% | $76.37万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $500.52万 | 0.61% | 8,027 | 250 | 3.2% | $15.59万 | 加仓 |
| ADSK | AUTODESK INC | $484.44万 | 0.60% | 24,917 | 158 | 0.6% | $3.07万 | 加仓 |
| UL | UNILEVER PLC | $479.17万 | 0.59% | 79,702 | 10,952 | 15.9% | $65.84万 | 加仓 |
| UNP | UNION PAC CORP | $454.04万 | 0.56% | 16,693 | -951 | -5.4% | -$25.87万 | 减仓 |
| PSA | PUBLIC STORAGE | $443.56万 | 0.54% | 13,935 | -597 | -4.1% | -$19.00万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $442.01万 | 0.54% | 17,404 | -543 | -3.0% | -$13.79万 | 减仓 |
| LIN | LINDE PLC | $438.82万 | 0.54% | 8,456 | -471 | -5.3% | -$24.44万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $400.76万 | 0.49% | 26,483 | -601 | -2.2% | -$9.09万 | 减仓 |
| SBUX | STARBUCKS CORP | $399.37万 | 0.49% | 39,081 | -1,785 | -4.4% | -$18.24万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $397.62万 | 0.49% | 55,533 | 31,197 | 128.2% | $223.37万 | 加仓 |
| CRM | SALESFORCE INC | $395.73万 | 0.49% | 25,260 | -1,392 | -5.2% | -$21.81万 | 减仓 |
| CVS | CVS HEALTH CORP | $388.72万 | 0.48% | 37,575 | -1,208 | -3.1% | -$12.50万 | 减仓 |
| HLN | HALEON PLC | $384.80万 | 0.47% | 412,429 | 50,007 | 13.8% | $46.66万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $383.94万 | 0.47% | 7,673 | 2,650 | 52.8% | $132.60万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $383.48万 | 0.47% | 156,205 | 12,343 | 8.6% | $30.30万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $369.61万 | 0.45% | 16,504 | -684 | -4.0% | -$15.32万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $367.26万 | 0.45% | 22,534 | -1,205 | -5.1% | -$19.64万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $363.52万 | 0.45% | 7,251 | -292 | -3.9% | -$14.64万 | 减仓 |
| SRE | SEMPRA | $362.41万 | 0.45% | 39,091 | -2,856 | -6.8% | -$26.48万 | 减仓 |
| NVS | NOVARTIS AG | $359.46万 | 0.44% | 22,936 | -894 | -3.8% | -$14.01万 | 减仓 |
| NVO | NOVO-NORDISK A S | $355.76万 | 0.44% | 74,210 | -6,228 | -7.7% | -$29.86万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $355.76万 | 0.44% | 10,777 | -942 | -8.0% | -$31.10万 | 减仓 |
| MET | METLIFE INC | $355.55万 | 0.44% | 42,023 | -2,614 | -5.9% | -$22.12万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $351.18万 | 0.43% | 21,469 | -1,301 | -5.7% | -$21.28万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $345.57万 | 0.42% | 17,225 | -1,020 | -5.6% | -$20.46万 | 减仓 |
| DE | DEERE & CO | $342.57万 | 0.42% | 5,400 | -310 | -5.4% | -$19.67万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $341.54万 | 0.42% | 2,564 | 49 | 1.9% | $6.53万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $340.33万 | 0.42% | 11,233 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $327.62万 | 0.40% | 12,703 | -1,212 | -8.7% | -$31.26万 | 减仓 |
| WM | WASTE MGMT INC DEL | $315.49万 | 0.39% | 14,155 | -674 | -4.5% | -$15.02万 | 减仓 |
| AZN | ASTRAZENECA PLC | $307.29万 | 0.38% | 16,205 | -1,859 | -10.3% | -$35.25万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $305.25万 | 0.37% | 12,397 | -923 | -6.9% | -$22.73万 | 减仓 |
| TMUS | T-MOBILE US INC | $303.37万 | 0.37% | 18,087 | -874 | -4.6% | -$14.66万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $303.14万 | 0.37% | 16,555 | -96 | -0.6% | -$1.76万 | 减仓 |
| SEIC | SEI INVTS CO | $300.57万 | 0.37% | 34,268 | -2,237 | -6.1% | -$19.62万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $298.62万 | 0.37% | 7,509 | -47 | -0.6% | -$1.87万 | 减仓 |
| HD | HOME DEPOT INC | $286.06万 | 0.35% | 8,111 | -623 | -7.1% | -$21.97万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $285.35万 | 0.35% | 3,050 | 224 | 7.9% | $20.96万 | 加仓 |
| BN | BROOKFIELD CORP | $279.69万 | 0.34% | 65,669 | -10,600 | -13.9% | -$45.15万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $276.62万 | 0.34% | 4,028 | 1,672 | 71.0% | $114.82万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $268.74万 | 0.33% | 8,132 | -1,832 | -18.4% | -$60.54万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $267.72万 | 0.33% | 18,257 | -1,338 | -6.8% | -$19.62万 | 减仓 |
| KKR | KKR & CO INC | $262.38万 | 0.32% | 28,588 | 1,346 | 4.9% | $12.35万 | 加仓 |
| HYS | PIMCO ETF TR | $261.52万 | 0.32% | 27,964 | 27,964 | — | $261.52万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $254.29万 | 0.31% | 12,613 | -862 | -6.4% | -$17.38万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $252.95万 | 0.31% | 8,995 | 113 | 1.3% | $3.18万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $251.99万 | 0.31% | 3,302 | 1,436 | 77.0% | $109.59万 | 加仓 |
| KLAC | KLA CORP | $246.80万 | 0.30% | 8,180 | 1,650 | 25.3% | $49.78万 | 加仓 |
| YUM | YUM BRANDS INC | $242.95万 | 0.30% | 15,198 | -981 | -6.1% | -$15.68万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $237.91万 | 0.29% | 10,984 | -729 | -6.2% | -$15.79万 | 减仓 |
| RTX | RTX CORPORATION | $237.22万 | 0.29% | 12,503 | 717 | 6.1% | $13.60万 | 加仓 |
| LLY | ELI LILLY & CO | $232.49万 | 0.29% | 1,938 | 687 | 54.9% | $82.42万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $231.50万 | 0.28% | 3,100 | 3,100 | — | $231.50万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $229.18万 | 0.28% | 24,887 | -5,257 | -17.4% | -$48.41万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $223.12万 | 0.27% | 7,490 | 1,533 | 25.7% | $45.67万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $222.67万 | 0.27% | 3,861 | -116 | -2.9% | -$6.69万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $221.39万 | 0.27% | 18,606 | -632 | -3.3% | -$7.52万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $220.94万 | 0.27% | 12,931 | 12,931 | — | $220.94万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $212.16万 | 0.26% | 1,838 | 788 | 75.0% | $90.96万 | 重新持有 |
| XYZ | BLOCK INC | $209.06万 | 0.26% | 27,508 | -1,820 | -6.2% | -$13.83万 | 减仓 |
| MKL | MARKEL GROUP INC | $199.01万 | 0.24% | 1,019 | -163 | -13.8% | -$31.83万 | 减仓 |
| CBRE | CBRE GROUP INC | $186.86万 | 0.23% | 13,873 | -366 | -2.6% | -$4.93万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $178.72万 | 0.22% | 29,400 | 4,271 | 17.0% | $25.96万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $161.22万 | 0.20% | 3,139 | 77 | 2.5% | $3.95万 | 加仓 |
| BAC | BANK OF AMER CORP | $160.91万 | 0.20% | 28,240 | 1,354 | 5.0% | $7.72万 | 加仓 |
| PCG | PG&E CORP | $160.75万 | 0.20% | 95,573 | -6,531 | -6.4% | -$10.99万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $157.59万 | 0.19% | 4,621 | 1,420 | 44.4% | $48.42万 | 加仓 |
| BIL | SPDR SERIES TRUST | $157.46万 | 0.19% | 17,182 | 752 | 4.6% | $6.89万 | 加仓 |