LongView Wealth Management
- SEC CIK
- 0001990190
- 最新申報
- 2026/7/17
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/10 申報。只含多頭部位。
- 持股檔數
- 170
- 2023 年第 3 季沒有申報
- 總值
- $2.24 億
- 2023 年第 3 季沒有申報
LongView Wealth Management 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| HDHome Depot, Inc. | Stock | 39,379 | $1,363 萬 | 6.1% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 175,507 | $1,341 萬 | 6.0% | – | – | – |
| AAPLApple Inc. | Stock | 71,561 | $1,325 萬 | 5.9% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 75,211 | $1,032 萬 | 4.6% | – | – | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 94,364 | $635.7 萬 | 2.8% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 19,975 | $616.1 萬 | 2.8% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 95,042 | $479.1 萬 | 2.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,797 | $475.5 萬 | 2.1% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 160,243 | $449.2 萬 | 2.0% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 79,028 | $444.1 萬 | 2.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 29,418 | $440.6 萬 | 2.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 11,670 | $438.5 萬 | 2.0% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 27,163 | $434.4 萬 | 1.9% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,295 | $417.7 萬 | 1.9% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 105,514 | $388.1 萬 | 1.7% | – | – | – |
| First Tr MLP & Energy Incom33739B104 | COM | 411,184 | $357.3 萬 | 1.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 20,043 | $303.4 萬 | 1.4% | – | – | 歷史 |
| SOSouthern Co | Stock | 42,137 | $302.8 萬 | 1.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,285 | $267.3 萬 | 1.2% | – | – | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 58,291 | $265.9 萬 | 1.2% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 31,124 | $257.2 萬 | 1.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 25,225 | $251.4 萬 | 1.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 15,028 | $242.9 萬 | 1.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 38,930 | $233.6 萬 | 1.0% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 40,973 | $212.7 萬 | 0.9% | – | – | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 76,200 | $208.9 萬 | 0.9% | – | – | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 70,009 | $207.9 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,795 | $207.6 萬 | 0.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 28,701 | $199.1 萬 | 0.9% | – | – | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 37,902 | $189.7 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,852 | $180.5 萬 | 0.8% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,030 | $175.3 萬 | 0.8% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 37,007 | $174.6 萬 | 0.8% | – | – | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 74,063 | $174.0 萬 | 0.8% | – | – | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 61,033 | $165.8 萬 | 0.7% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 13,609 | $164.8 萬 | 0.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 39,600 | $158.8 萬 | 0.7% | – | – | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 64,338 | $157.5 萬 | 0.7% | – | – | – |
| CHDChurch & Dwight Co Inc | COM | 15,329 | $147.1 萬 | 0.7% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 5,630 | $145.0 萬 | 0.6% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 42,275 | $140.9 萬 | 0.6% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 17,586 | $135.2 萬 | 0.6% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 56,172 | $126.9 萬 | 0.6% | – | – | – |
| ABBVAbbVie Inc. | Stock | 7,702 | $125.0 萬 | 0.6% | – | – | 歷史 |
| AFLAflac Inc | Stock | 15,074 | $121.4 萬 | 0.5% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,954 | $117.8 萬 | 0.5% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 10,378 | $116.0 萬 | 0.5% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 6,428 | $108.6 萬 | 0.5% | – | – | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 39,825 | $104.6 萬 | 0.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 13,220 | $103.5 萬 | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 6,655 | $99.4 萬 | 0.4% | – | – | 歷史 |
| GMEDGlobus Medical Inc | Stock | 18,165 | $97.8 萬 | 0.4% | – | – | 歷史 |
| ORealty Income Corp | REIT | 16,116 | $95.6 萬 | 0.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,771 | $94.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,318 | $93.9 萬 | 0.4% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 28,779 | $90.4 萬 | 0.4% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,986 | $89.5 萬 | 0.4% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,219 | $88.4 萬 | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 50,986 | $86.4 萬 | 0.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 8,619 | $85.4 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,035 | $85.1 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 11,644 | $81.3 萬 | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 5,657 | $80.6 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 5,046 | $80.4 萬 | 0.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,015 | $78.5 萬 | 0.4% | – | – | – |
| CVXChevron Corp | Stock | 5,389 | $78.5 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 12,366 | $75.2 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,412 | $74.3 萬 | 0.3% | – | – | – |
| RIORio Tinto PLC | ADR | 10,468 | $74.2 萬 | 0.3% | – | – | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 18,312 | $72.4 萬 | 0.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 2,346 | $68.2 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,017 | $67.9 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,787 | $67.7 萬 | 0.3% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,047 | $65.0 萬 | 0.3% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 23,900 | $64.7 萬 | 0.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 13,156 | $64.4 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,699 | $63.1 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,739 | $62.5 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,740 | $62.2 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,555 | $62.0 萬 | 0.3% | – | – | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 23,988 | $61.1 萬 | 0.3% | – | – | – |
| AXPAmerican Express Co | Stock | 3,213 | $60.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 13,080 | $59.8 萬 | 0.3% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 5,713 | $59.1 萬 | 0.3% | – | – | – |
| AAgilent Technologies, Inc. | COM | 4,327 | $56.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 5,987 | $55.8 萬 | 0.2% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,933 | $55.6 萬 | 0.2% | – | – | 歷史 |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 33,735 | $54.8 萬 | 0.2% | – | – | 歷史 |
| BXCBlueLinx Holdings Inc. | COM NEW | 4,892 | $54.1 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,277 | $53.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,026 | $52.9 萬 | 0.2% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 2,213 | $50.4 萬 | 0.2% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 3,224 | $48.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,340 | $48.5 萬 | 0.2% | – | – | – |
| MDTMedtronic plc | Stock | 5,569 | $48.3 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,013 | $48.2 萬 | 0.2% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 33,760 | $47.3 萬 | 0.2% | – | – | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 10,754 | $45.4 萬 | 0.2% | – | – | – |
| DLRDigital Realty Trust, Inc. | COM | 3,396 | $45.4 萬 | 0.2% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 5,012 | $44.9 萬 | 0.2% | – | – | 歷史 |