LongView Wealth Management
- SEC CIK
- 0001990190
- 最新申報
- 2026/7/17
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/22 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 182
- 較 2024 年第 1 季 +6
- 總值
- $2.71 億
- 較 2024 年第 1 季 +$1,850 萬 (+7.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 205,328 | $1,597 萬 | 5.9% | +21,796+11.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 66,844 | $1,408 萬 | 5.2% | −2,132−3.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 39,656 | $1,365 萬 | 5.0% | +1,154+3.0% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 78,777 | $1,090 萬 | 4.0% | +3,566+4.7% | 加碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 123,747 | $1,007 萬 | 3.7% | +11,560+10.3% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 249,087 | $819.2 萬 | 3.0% | +29,846+13.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 20,589 | $770.1 萬 | 2.8% | −132−0.6% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 105,790 | $679.7 萬 | 2.5% | +15,164+16.7% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 79,420 | $609.1 萬 | 2.2% | +30,323+61.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 33,311 | $534.3 萬 | 2.0% | +2,598+8.5% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 105,246 | $531.8 萬 | 2.0% | −167−0.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 11,265 | $503.5 萬 | 1.9% | −217−1.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,161 | $486.8 萬 | 1.8% | −116−1.1% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 124,654 | $486.8 萬 | 1.8% | +13,150+11.8% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 65,484 | $475.7 萬 | 1.8% | +9,675+17.3% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 104,524 | $469.6 萬 | 1.7% | +4,164+4.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 20,518 | $447.4 萬 | 1.7% | −1,236−5.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 234,608 | $435.9 萬 | 1.6% | +234,608 | 新進 | – |
| UPSUnited Parcel Service Inc | Stock | 26,980 | $369.2 萬 | 1.4% | −83−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,473 | $357.0 萬 | 1.3% | −1,285−6.5% | 減碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 101,646 | $335.4 萬 | 1.2% | +24,687+32.1% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 30,920 | $311.8 萬 | 1.2% | −2,317−7.0% | 減碼 | – |
| SOSouthern Co | Stock | 38,645 | $299.8 萬 | 1.1% | −1,506−3.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,272 | $295.8 萬 | 1.1% | −94−1.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 24,126 | $277.7 萬 | 1.0% | +1,080+4.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 43,061 | $274.1 萬 | 1.0% | +8,661+25.2% | 加碼 | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 110,710 | $260.9 萬 | 1.0% | +20,049+22.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,210 | $260.5 萬 | 1.0% | +622+13.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,823 | $236.0 萬 | 0.9% | +26+0.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 18,984 | $234.5 萬 | 0.9% | +1,114+6.2% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 65,421 | $229.2 萬 | 0.8% | +23,146+54.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 14,831 | $216.8 萬 | 0.8% | +123+0.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 43,623 | $215.6 萬 | 0.8% | −1,502−3.3% | 減碼 | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 75,118 | $205.2 萬 | 0.8% | −215−0.3% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 13,619 | $205.0 萬 | 0.8% | +50+0.4% | 加碼 | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 68,317 | $201.2 萬 | 0.7% | +9,051+15.3% | 加碼 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 36,724 | $183.1 萬 | 0.7% | −1,178−3.1% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 15,354 | $160.5 萬 | 0.6% | +15,354 | 新進 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 62,240 | $160.1 萬 | 0.6% | −11,823−16.0% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 15,879 | $154.1 萬 | 0.6% | +3,801+31.5% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 34,743 | $152.0 萬 | 0.6% | −1,391−3.8% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 28,833 | $150.0 萬 | 0.6% | −1,906−6.2% | 減碼 | – |
| CHDChurch & Dwight Co Inc | COM | 14,029 | $145.5 萬 | 0.5% | −275−1.9% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 15,749 | $140.7 萬 | 0.5% | +659+4.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,706 | $138.1 萬 | 0.5% | −189−3.2% | 減碼 | – |
| WMTWalmart Inc. | Stock | 20,364 | $137.9 萬 | 0.5% | +4,882+31.5% | 加碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 6,859 | $135.3 萬 | 0.5% | +353+5.4% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 60,592 | $134.6 萬 | 0.5% | +492+0.8% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 10,494 | $127.9 萬 | 0.5% | +35+0.3% | 加碼 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 41,371 | $121.8 萬 | 0.4% | +4,512+12.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 7,082 | $121.5 萬 | 0.4% | +40+0.6% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,820 | $120.0 萬 | 0.4% | −2,012−34.5% | 減碼 | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 40,831 | $115.7 萬 | 0.4% | +711+1.8% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,818 | $112.4 萬 | 0.4% | +237+3.6% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 21,211 | $112.0 萬 | 0.4% | +4,741+28.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,918 | $108.6 萬 | 0.4% | +513+9.5% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 39,859 | $107.0 萬 | 0.4% | +12,259+44.4% | 加碼 | – |
| GMEDGlobus Medical Inc | Stock | 15,400 | $105.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,668 | $103.5 萬 | 0.4% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 13,866 | $102.7 萬 | 0.4% | −83−0.6% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,099 | $101.6 萬 | 0.4% | −76−0.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,081 | $92.5 萬 | 0.3% | −1,111−17.9% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 18,958 | $92.3 萬 | 0.3% | +33+0.2% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,880 | $91.4 萬 | 0.3% | +729+8.0% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 28,824 | $90.9 萬 | 0.3% | −312−1.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,729 | $87.2 萬 | 0.3% | −33−1.9% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 8,667 | $86.9 萬 | 0.3% | +391+4.7% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,433 | $85.7 萬 | 0.3% | +43+1.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,001 | $85.1 萬 | 0.3% | −9−0.9% | 減碼 | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 28,484 | $84.7 萬 | 0.3% | +10,891+61.9% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,586 | $83.7 萬 | 0.3% | −200−4.2% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,699 | $80.3 萬 | 0.3% | −9−0.3% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 12,929 | $79.7 萬 | 0.3% | +481+3.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,839 | $79.5 萬 | 0.3% | −297−5.8% | 減碼 | – |
| TAT&T Inc. | Stock | 41,234 | $78.8 萬 | 0.3% | +203+0.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,371 | $72.1 萬 | 0.3% | +72+1.7% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 3,913 | $71.4 萬 | 0.3% | +3,913 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 3,038 | $70.3 萬 | 0.3% | +159+5.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,443 | $69.6 萬 | 0.3% | −112−3.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,250 | $68.4 萬 | 0.3% | +186+17.5% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 6,220 | $67.6 萬 | 0.2% | +507+8.9% | 加碼 | – |
| CVXChevron Corp | Stock | 4,305 | $67.3 萬 | 0.2% | −709−14.1% | 減碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 20,468 | $66.0 萬 | 0.2% | +1,476+7.8% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,555 | $63.0 萬 | 0.2% | 00.0% | 不變 | – |
| RIORio Tinto PLC | ADR | 9,166 | $60.4 萬 | 0.2% | −1,091−10.6% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,025 | $59.6 萬 | 0.2% | +480+10.6% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,313 | $58.9 萬 | 0.2% | −41−1.7% | 減碼 | 歷史 |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 43,534 | $57.5 萬 | 0.2% | +14,132+48.1% | 加碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 12,145 | $56.8 萬 | 0.2% | +51+0.4% | 加碼 | – |
| AAgilent Technologies, Inc. | COM | 4,327 | $56.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 3,613 | $54.9 萬 | 0.2% | +201+5.9% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 14,299 | $54.9 萬 | 0.2% | −328−2.2% | 減碼 | – |
| WELLWelltower Inc. | REIT | 5,258 | $54.8 萬 | 0.2% | +142+2.8% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 33,111 | $53.7 萬 | 0.2% | +469+1.4% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,675 | $52.1 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 18,875 | $51.4 萬 | 0.2% | +289+1.6% | 加碼 | – |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 32,250 | $50.5 萬 | 0.2% | −755−2.3% | 減碼 | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 6,732 | $49.1 萬 | 0.2% | +21+0.3% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,941 | $47.9 萬 | 0.2% | −1,214−12.0% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 2,188 | $47.0 萬 | 0.2% | +7+0.3% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（8 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr MLP & Energy Incom33739B104 | COM | 404,801 | $391.4 萬 | 1.6% | – |
| CRMSalesforce, Inc. | Stock | 858 | $25.8 萬 | 0.1% | 歷史 |
| INTCIntel Corp | Stock | 5,682 | $25.1 萬 | 0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 13,000 | $25.1 萬 | 0.1% | – |
| BABoeing Co | Stock | 1,082 | $20.9 萬 | 0.1% | 歷史 |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 3,051 | $20.7 萬 | 0.1% | – |
| LINLinde PLC | Stock | 431 | $20.0 萬 | 0.1% | 歷史 |
| First Tr Energy Income & Gro33738G104 | COM | 11,500 | $18.8 萬 | 0.1% | – |