LongView Wealth Management
- SEC CIK
- 0001990190
- 最新申報
- 2026/7/17
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/15 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 203
- 較 2024 年第 3 季 +9
- 總值
- $3.28 億
- 較 2024 年第 3 季 +$1,482 萬 (+4.7%)
| 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 | 767,433 | $2,097 萬 | 6.4% | +109,572+16.7% | 加碼依 3 比 1 拆股換算 | – |
| AAPLApple Inc. | Stock | 65,244 | $1,634 萬 | 5.0% | −1,221−1.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 39,562 | $1,539 萬 | 4.7% | +163+0.4% | 加碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 142,676 | $1,278 萬 | 3.9% | +5,266+3.8% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 298,455 | $1,109 萬 | 3.4% | +13,957+4.9% | 加碼 | – |
| GPCGenuine Parts Co | Stock | 84,328 | $984.6 萬 | 3.0% | +5,745+7.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,473 | $922.4 萬 | 2.8% | −87−0.4% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 393,589 | $912.3 萬 | 2.8% | +10,588+2.8% | 加碼依 3 比 1 拆股換算 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 156,430 | $701.9 萬 | 2.1% | +11,971+8.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 40,009 | $677.4 萬 | 2.1% | +1,611+4.2% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 172,752 | $641.3 萬 | 2.0% | +37,082+27.3% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 82,048 | $634.0 萬 | 1.9% | +2,864+3.6% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 117,409 | $592.1 萬 | 1.8% | +1,499+1.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 84,091 | $591.0 萬 | 1.8% | +9,233+12.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,960 | $560.3 萬 | 1.7% | +463+4.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,715 | $521.8 萬 | 1.6% | +544+2.6% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 141,749 | $499.8 萬 | 1.5% | +11,906+9.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 221,841 | $432.4 萬 | 1.3% | −7,013−3.1% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 155,079 | $432.2 萬 | 1.3% | +11,007+7.6% | 加碼依 4 比 1 拆股換算 | – |
| MSFTMicrosoft Corp | Stock | 10,238 | $431.6 萬 | 1.3% | −770−7.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,992 | $394.7 萬 | 1.2% | −412−2.2% | 減碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 108,509 | $360.4 萬 | 1.1% | +20,468+23.2% | 加碼 | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 151,933 | $351.3 萬 | 1.1% | +12,599+9.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,417 | $345.7 萬 | 1.1% | +448+7.5% | 加碼 | – |
| Capital Group Core Balanced14021D107 | SHS | 108,765 | $340.1 萬 | 1.0% | +36,645+50.8% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 26,748 | $337.3 萬 | 1.0% | −150−0.6% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 40,678 | $334.9 萬 | 1.0% | +140.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,328 | $332.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 49,182 | $306.2 萬 | 0.9% | +5,809+13.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,114 | $283.5 萬 | 0.9% | +48+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,793 | $254.8 萬 | 0.8% | −27−0.3% | 減碼 | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 71,271 | $234.1 萬 | 0.7% | −1,773−2.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 20,919 | $225.0 萬 | 0.7% | −2,610−11.1% | 減碼 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 70,276 | $222.7 萬 | 0.7% | −4,915−6.5% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 46,247 | $221.2 萬 | 0.7% | +425+0.9% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 14,745 | $213.2 萬 | 0.6% | −287−1.9% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 13,094 | $208.9 萬 | 0.6% | +55+0.4% | 加碼 | – |
| AFLAflac Inc | Stock | 19,411 | $200.8 萬 | 0.6% | +11+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 21,201 | $191.6 萬 | 0.6% | −140−0.7% | 減碼 | 歷史 |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 64,906 | $189.7 萬 | 0.6% | +6,920+11.9% | 加碼 | – |
| ORealty Income Corp | REIT | 35,188 | $187.9 萬 | 0.6% | +9,878+39.0% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 84,461 | $187.5 萬 | 0.6% | +12,715+17.7% | 加碼 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 33,204 | $165.5 萬 | 0.5% | −1,900−5.4% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 15,548 | $164.0 萬 | 0.5% | +114+0.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,204 | $163.9 萬 | 0.5% | +7+0.1% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 13,580 | $159.5 萬 | 0.5% | +4,051+42.5% | 加碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 62,761 | $154.8 萬 | 0.5% | +204+0.3% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 54,622 | $149.0 萬 | 0.5% | +26,445+93.9% | 加碼 | – |
| CHDChurch & Dwight Co Inc | COM | 14,014 | $146.7 萬 | 0.4% | +26+0.2% | 加碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 41,196 | $144.1 萬 | 0.4% | +3,461+9.2% | 加碼 | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 52,254 | $143.9 萬 | 0.4% | +8,332+19.0% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 6,687 | $142.2 萬 | 0.4% | −179−2.6% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 4,139 | $142.1 萬 | 0.4% | +178+4.5% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 54,673 | $140.2 萬 | 0.4% | +28,312+107.4% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 10,404 | $137.1 萬 | 0.4% | −103−1.0% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 12,698 | $136.8 萬 | 0.4% | +59+0.5% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 50,404 | $130.2 萬 | 0.4% | −4,408−8.0% | 減碼依 2 比 1 拆股換算 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 28,243 | $124.4 萬 | 0.4% | −2,980−9.5% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 25,159 | $123.4 萬 | 0.4% | +3,851+18.1% | 加碼 | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 41,427 | $122.8 萬 | 0.4% | +26,483+177.2% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 45,491 | $122.5 萬 | 0.4% | +5,603+14.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,613 | $122.2 萬 | 0.4% | −1,834−12.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 6,777 | $120.4 萬 | 0.4% | −314−4.4% | 減碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 14,000 | $115.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,649 | $112.0 萬 | 0.3% | −250−4.2% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,367 | $110.5 萬 | 0.3% | +602+6.2% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 41,952 | $109.4 萬 | 0.3% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| PGProcter & Gamble Co | Stock | 6,460 | $108.3 萬 | 0.3% | +16+0.2% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,241 | $104.0 萬 | 0.3% | +400+4.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,120 | $102.7 萬 | 0.3% | +10+0.9% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,204 | $99.5 萬 | 0.3% | −236−2.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,694 | $99.2 萬 | 0.3% | −33−1.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,183 | $98.7 萬 | 0.3% | −451−8.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,103 | $96.6 萬 | 0.3% | +131+2.6% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,655 | $91.2 萬 | 0.3% | +264+6.0% | 加碼 | – |
| AXPAmerican Express Co | Stock | 3,021 | $89.7 萬 | 0.3% | +10+0.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 39,351 | $89.6 萬 | 0.3% | −1,722−4.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,498 | $88.2 萬 | 0.3% | +56+3.9% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 27,394 | $86.1 萬 | 0.3% | −1,341−4.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,578 | $85.8 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,164 | $85.3 萬 | 0.3% | −164−4.9% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 36,385 | $83.6 萬 | 0.3% | +22,585+163.7% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 32,081 | $82.7 萬 | 0.3% | +17,251+116.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,514 | $79.1 萬 | 0.2% | −313−6.5% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,119 | $78.1 萬 | 0.2% | +431+7.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,909 | $77.1 萬 | 0.2% | +218+12.9% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 12,293 | $74.7 萬 | 0.2% | −660−5.1% | 減碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 4,082 | $72.4 萬 | 0.2% | −37−0.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,456 | $67.8 萬 | 0.2% | +95+2.2% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 16,600 | $67.5 萬 | 0.2% | +3,516+26.9% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,092 | $67.4 萬 | 0.2% | −93−4.3% | 減碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 13,230 | $66.1 萬 | 0.2% | +54+0.4% | 加碼 | – |
| BXCBlueLinx Holdings Inc. | COM NEW | 6,453 | $65.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 5,850 | $65.7 萬 | 0.2% | −285−4.6% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,555 | $65.3 萬 | 0.2% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 33,051 | $64.7 萬 | 0.2% | −60−0.2% | 減碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 11,600 | $64.6 萬 | 0.2% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 2,226 | $64.5 萬 | 0.2% | +8+0.4% | 加碼 | 歷史 |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 48,090 | $64.5 萬 | 0.2% | +293+0.6% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 4,978 | $62.7 萬 | 0.2% | −166−3.2% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（5 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Series Trust78464A672 | ST INTER ETF | 9,956 | $28.9 萬 | 0.1% | – |
| GEGeneral Electric Co | Stock | 1,192 | $22.5 萬 | 0.1% | 歷史 |
| BPBP PLC | ADR | 6,567 | $20.6 萬 | 0.1% | 歷史 |
| LINLinde PLC | Stock | 431 | $20.6 萬 | 0.1% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,434 | $20.4 萬 | 0.1% | – |