LongView Wealth Management
- SEC CIK
- 0001990190
- 最新申報
- 2026/7/17
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/21 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 201
- 較 2024 年第 4 季 −2
- 總值
- $3.33 億
- 較 2024 年第 4 季 +$530.4 萬 (+1.6%)
| 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 | 815,541 | $2,280 萬 | 6.8% | +48,108+6.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 39,432 | $1,445 萬 | 4.3% | −130−0.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 63,118 | $1,402 萬 | 4.2% | −2,126−3.3% | 減碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 147,279 | $1,193 萬 | 3.6% | +4,603+3.2% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 313,451 | $1,074 萬 | 3.2% | +14,996+5.0% | 加碼 | – |
| GPCGenuine Parts Co | Stock | 84,341 | $1,005 萬 | 3.0% | +130.0% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 418,981 | $925.1 萬 | 2.8% | +25,392+6.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,177 | $822.4 萬 | 2.5% | −296−1.3% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 164,488 | $750.9 萬 | 2.3% | +8,058+5.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 42,135 | $727.8 萬 | 2.2% | +2,126+5.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 91,666 | $693.5 萬 | 2.1% | +7,575+9.0% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 161,524 | $641.1 萬 | 1.9% | −11,228−6.5% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 80,227 | $628.0 萬 | 1.9% | −1,821−2.2% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 118,852 | $602.6 萬 | 1.8% | +1,443+1.2% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 144,682 | $515.6 萬 | 1.5% | +2,933+2.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,789 | $505.9 萬 | 1.5% | −171−1.6% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,784 | $483.1 萬 | 1.4% | +69+0.3% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 182,243 | $456.3 萬 | 1.4% | +27,164+17.5% | 加碼 | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 143,851 | $450.8 萬 | 1.4% | +72,580+101.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 215,524 | $437.3 萬 | 1.3% | −6,317−2.8% | 減碼 | – |
| Capital Group Core Balanced14021D107 | SHS | 134,364 | $416.3 萬 | 1.2% | +25,599+23.5% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 112,160 | $405.3 萬 | 1.2% | +3,651+3.4% | 加碼 | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 156,793 | $397.9 萬 | 1.2% | +4,860+3.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,082 | $377.2 萬 | 1.1% | −246−3.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,924 | $372.5 萬 | 1.1% | −314−3.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,120 | $365.9 萬 | 1.1% | +703+11.0% | 加碼 | – |
| SOSouthern Co | Stock | 38,924 | $357.9 萬 | 1.1% | −1,754−4.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 49,282 | $353.0 萬 | 1.1% | +100+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,449 | $351.0 萬 | 1.1% | +457+2.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 26,773 | $294.5 萬 | 0.9% | +25+0.1% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 26,354 | $293.0 萬 | 0.9% | +6,943+35.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,801 | $241.9 萬 | 0.7% | +8+0.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 20,207 | $240.3 萬 | 0.7% | −712−3.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,614 | $234.2 萬 | 0.7% | +500+2.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,964 | $231.6 萬 | 0.7% | −781−5.3% | 減碼 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 69,612 | $226.5 萬 | 0.7% | −664−0.9% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 43,958 | $223.4 萬 | 0.7% | −2,289−4.9% | 減碼 | – |
| ORealty Income Corp | REIT | 36,604 | $212.3 萬 | 0.6% | +1,416+4.0% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 87,015 | $195.3 萬 | 0.6% | +2,554+3.0% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 16,647 | $193.0 萬 | 0.6% | +3,067+22.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,444 | $192.5 萬 | 0.6% | +1,240+20.0% | 加碼 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 66,946 | $189.7 萬 | 0.6% | +2,040+3.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 21,426 | $188.1 萬 | 0.6% | +225+1.1% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 13,092 | $183.9 萬 | 0.6% | −20.0% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 66,706 | $182.1 萬 | 0.5% | +12,084+22.1% | 加碼 | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 58,050 | $172.8 萬 | 0.5% | +5,796+11.1% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 15,608 | $164.8 萬 | 0.5% | +60+0.4% | 加碼 | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 53,092 | $164.1 萬 | 0.5% | +11,665+28.2% | 加碼 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 31,754 | $158.8 萬 | 0.5% | −1,450−4.4% | 減碼 | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 47,467 | $158.5 萬 | 0.5% | +6,271+15.2% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 12,800 | $156.1 萬 | 0.5% | +102+0.8% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 13,192 | $145.2 萬 | 0.4% | −822−5.9% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 55,139 | $142.3 萬 | 0.4% | +466+0.9% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 6,689 | $140.2 萬 | 0.4% | −88−1.3% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 50,485 | $135.8 萬 | 0.4% | +81+0.2% | 加碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 54,842 | $134.3 萬 | 0.4% | −7,919−12.6% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 6,590 | $132.7 萬 | 0.4% | −97−1.5% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 4,195 | $129.6 萬 | 0.4% | +56+1.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,695 | $125.6 萬 | 0.4% | +82+0.7% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 11,752 | $123.9 萬 | 0.4% | +1,385+13.4% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 25,366 | $123.8 萬 | 0.4% | +207+0.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 27,243 | $123.3 萬 | 0.4% | −1,000−3.5% | 減碼 | – |
| TAT&T Inc. | Stock | 41,945 | $118.6 萬 | 0.4% | +2,594+6.6% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 41,932 | $112.5 萬 | 0.3% | −3,559−7.8% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 6,554 | $111.7 萬 | 0.3% | +94+1.5% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 8,466 | $111.0 萬 | 0.3% | −1,938−18.6% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 40,829 | $107.3 萬 | 0.3% | +8,748+27.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,123 | $106.2 萬 | 0.3% | +3+0.3% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,014 | $103.2 萬 | 0.3% | −190−1.7% | 減碼 | – |
| GMEDGlobus Medical Inc | Stock | 14,000 | $102.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 37,822 | $100.5 萬 | 0.3% | −4,130−9.8% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,717 | $99.5 萬 | 0.3% | +476+4.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 17,087 | $97.6 萬 | 0.3% | +6,885+67.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,731 | $97.3 萬 | 0.3% | +233+15.6% | 加碼 | – |
| iShares Tr46436E403 | MSCI US GARP ETF | 18,951 | $96.7 萬 | 0.3% | +14,251+303.2% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 41,660 | $95.8 萬 | 0.3% | +5,275+14.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,633 | $94.1 萬 | 0.3% | −61−3.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,779 | $92.7 萬 | 0.3% | +124+2.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,878 | $90.9 萬 | 0.3% | −771−13.6% | 減碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 17,509 | $86.8 萬 | 0.3% | +4,279+32.3% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,516 | $84.0 萬 | 0.3% | +397+6.5% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 26,810 | $82.4 萬 | 0.2% | −584−2.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,353 | $82.2 萬 | 0.2% | −225−6.3% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 12,826 | $81.5 萬 | 0.2% | +533+4.3% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $79.8 萬 | 0.2% | +1 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,070 | $79.2 萬 | 0.2% | −113−2.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,494 | $77.9 萬 | 0.2% | −20−0.4% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 17,987 | $75.3 萬 | 0.2% | +1,387+8.4% | 加碼 | – |
| AXPAmerican Express Co | Stock | 2,795 | $75.2 萬 | 0.2% | −226−7.5% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 4,871 | $74.6 萬 | 0.2% | −107−2.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,796 | $74.2 萬 | 0.2% | −307−6.0% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 5,850 | $70.9 萬 | 0.2% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 2,234 | $69.8 萬 | 0.2% | +8+0.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,616 | $69.2 萬 | 0.2% | +160+3.6% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,628 | $67.6 萬 | 0.2% | −536−16.9% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,555 | $67.0 萬 | 0.2% | 00.0% | 不變 | – |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 48,028 | $65.6 萬 | 0.2% | −62−0.1% | 減碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 12,600 | $64.9 萬 | 0.2% | +1,000+8.6% | 加碼 | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 19,800 | $63.9 萬 | 0.2% | +19,800 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 9,542 | $62.7 萬 | 0.2% | +943+11.0% | 加碼 | – |
2024 年第 4 季之後清倉（11 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288307 | MRGSTR MD CP GRW | 7,603 | $57.4 萬 | 0.2% | – |
| WFCWells Fargo & Company | Stock | 6,082 | $42.7 萬 | 0.1% | 歷史 |
| RFRegions Financial Corp | COM | 18,150 | $42.7 萬 | 0.1% | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 6,990 | $29.4 萬 | 0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 602 | $21.8 萬 | 0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,784 | $21.5 萬 | 0.1% | 歷史 |
| HPQHP Inc | Stock | 6,592 | $21.5 萬 | 0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 887 | $20.6 萬 | 0.1% | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 6,723 | $20.5 萬 | 0.1% | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,932 | $20.3 萬 | 0.1% | – |
| ESEversource Energy | Stock | 3,493 | $20.1 萬 | 0.1% | 歷史 |