LongView Wealth Management
- SEC CIK
- 0001990190
- 最新申報
- 2026/7/17
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 249
- 較 2025 年第 3 季 +24
- 總值
- $4.14 億
- 較 2025 年第 3 季 +$4,499 萬 (+12.2%)
| 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 | 785,876 | $2,240 萬 | 5.4% | −24,194−3.0% | 減碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 147,068 | $1,557 萬 | 3.8% | −7,207−4.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 59,440 | $1,547 萬 | 3.7% | +3,004+5.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 33,978 | $1,274 萬 | 3.1% | −182−0.5% | 減碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 258,682 | $1,179 萬 | 2.8% | +19,084+8.0% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 423,920 | $1,165 萬 | 2.8% | −2,952−0.7% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 250,934 | $1,158 萬 | 2.8% | +44,268+21.4% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 238,391 | $1,062 萬 | 2.6% | +40,478+20.5% | 加碼 | – |
| GPCGenuine Parts Co | Stock | 69,594 | $899.2 萬 | 2.2% | +9,271+15.4% | 加碼 | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 245,039 | $888.5 萬 | 2.1% | +52,783+27.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,809 | $778.6 萬 | 1.9% | −304−1.9% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 163,548 | $770.3 萬 | 1.9% | −1,329−0.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,782 | $738.9 萬 | 1.8% | +216+1.9% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 144,144 | $675.2 萬 | 1.6% | +3,435+2.4% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 129,029 | $653.1 萬 | 1.6% | +4,829+3.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,913 | $569.9 萬 | 1.4% | +387+4.5% | 加碼 | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 180,761 | $545.9 萬 | 1.3% | −5,891−3.2% | 減碼 | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 142,743 | $535.1 萬 | 1.3% | +320.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 18,210 | $495.7 萬 | 1.2% | +1,537+9.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15,654 | $468.3 萬 | 1.1% | +1,333+9.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 18,260 | $450.1 萬 | 1.1% | +140+0.8% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 30,871 | $448.4 萬 | 1.1% | +4,564+17.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 9,101 | $434.3 萬 | 1.0% | +63+0.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 216,430 | $431.3 萬 | 1.0% | +1,736+0.8% | 加碼 | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 114,939 | $421.0 萬 | 1.0% | +16,448+16.7% | 加碼 | – |
| Capital Group Global Equity14020R107 | SHS | 121,730 | $399.3 萬 | 1.0% | +20,800+20.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 20,007 | $370.0 萬 | 0.9% | +140+0.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,258 | $361.9 萬 | 0.9% | +153+2.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 50,787 | $358.1 萬 | 0.9% | +1,588+3.2% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 32,684 | $355.9 萬 | 0.9% | +1,537+4.9% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 127,474 | $353.1 萬 | 0.9% | +20,001+18.6% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,892 | $352.3 萬 | 0.9% | −651−3.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,804 | $336.3 萬 | 0.8% | +53+0.5% | 加碼 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 89,029 | $322.5 萬 | 0.8% | +5,220+6.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 95,570 | $314.5 萬 | 0.8% | +51,218+115.5% | 加碼 | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 80,635 | $306.5 萬 | 0.7% | +4,565+6.0% | 加碼 | – |
| SOSouthern Co | Stock | 34,746 | $301.4 萬 | 0.7% | −1,641−4.5% | 減碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 71,311 | $293.5 萬 | 0.7% | +10,978+18.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 13,845 | $290.3 萬 | 0.7% | +103+0.7% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 27,340 | $280.3 萬 | 0.7% | +2,661+10.8% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 100,530 | $277.0 萬 | 0.7% | +38,803+62.9% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 117,370 | $266.4 萬 | 0.6% | +9,655+9.0% | 加碼 | – |
| ORealty Income Corp | REIT | 45,002 | $265.0 萬 | 0.6% | +3,335+8.0% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 12,991 | $263.0 萬 | 0.6% | −238−1.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 44,145 | $257.4 萬 | 0.6% | +11,075+33.5% | 加碼 | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 67,315 | $247.0 萬 | 0.6% | −2,430−3.5% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 92,723 | $246.2 萬 | 0.6% | +14,566+18.6% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 23,948 | $239.7 萬 | 0.6% | +2,009+9.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,428 | $239.4 萬 | 0.6% | +866+33.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 20,229 | $238.6 萬 | 0.6% | +42+0.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 36,358 | $236.0 萬 | 0.6% | −3,295−8.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 17,984 | $223.1 萬 | 0.5% | −1,242−6.5% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 16,656 | $179.9 萬 | 0.4% | −40−0.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,239 | $174.3 萬 | 0.4% | +118+2.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,863 | $173.0 萬 | 0.4% | +1,474+23.1% | 加碼 | 歷史 |
| Capital Group New Geography14021N105 | SHS | 50,896 | $170.7 萬 | 0.4% | +19,368+61.4% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,355 | $167.1 萬 | 0.4% | +2,700+25.3% | 加碼 | – |
| iShares Tr46436E403 | MSCI US GARP ETF | 23,793 | $166.9 萬 | 0.4% | +4,840+25.5% | 加碼 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 32,154 | $162.8 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,068 | $162.1 萬 | 0.4% | +3,951+35.5% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 10,948 | $161.6 萬 | 0.4% | +2,333+27.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,276 | $160.1 萬 | 0.4% | −602−3.4% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 20,200 | $159.2 萬 | 0.4% | −2,664−11.7% | 減碼 | – |
| BlackRock ETF Trust II092528207 | ISHAR INTER ETF | 58,000 | $140.4 萬 | 0.3% | +58,000 | 新進 | – |
| DUKDuke Energy CORP | Stock | 11,850 | $138.3 萬 | 0.3% | +26+0.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,078 | $135.3 萬 | 0.3% | +261+6.8% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 28,591 | $133.3 萬 | 0.3% | +18,821+192.6% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 26,993 | $131.1 萬 | 0.3% | −1,075−3.8% | 減碼 | – |
| Capital Group Equity ETF Tr14022A102 | US SM MI CA ETF | 42,025 | $128.1 萬 | 0.3% | +5,832+16.1% | 加碼 | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 17,711 | $127.8 萬 | 0.3% | +17,711 | 新進 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,057 | $127.1 萬 | 0.3% | −1,094−26.4% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y805 | MUN HIGH ETF | 49,264 | $126.2 萬 | 0.3% | +220.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 22,123 | $124.5 萬 | 0.3% | −1,515−6.4% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,849 | $123.7 萬 | 0.3% | −1,113−18.7% | 減碼 | – |
| CHDChurch & Dwight Co Inc | COM | 13,281 | $115.1 萬 | 0.3% | +32+0.2% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 43,164 | $114.6 萬 | 0.3% | −814−1.9% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,366 | $112.9 萬 | 0.3% | +33+1.4% | 加碼 | – |
| BPREBluerock Private Real Estate Fund | COM | 69,517 | $110.1 萬 | 0.3% | +69,517 | 新進 | 歷史 |
| BlackRock ETF Trust09290C723 | DYNAMIC EQTY ACT | 41,590 | $109.4 萬 | 0.3% | +19,293+86.5% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 6,582 | $107.4 萬 | 0.3% | −2,323−26.1% | 減碼 | – |
| AXPAmerican Express Co | Stock | 2,873 | $103.3 萬 | 0.2% | −31−1.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,608 | $102.2 萬 | 0.2% | −120−2.5% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,397 | $99.2 萬 | 0.2% | −270−5.8% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 13,874 | $98.6 萬 | 0.2% | +2,222+19.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,526 | $98.0 萬 | 0.2% | −113−6.9% | 減碼 | 歷史 |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 14,853 | $97.6 萬 | 0.2% | +14,853 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 2,983 | $96.8 萬 | 0.2% | −81−2.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,025 | $96.6 萬 | 0.2% | +11+1.1% | 加碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 10,500 | $96.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 16,362 | $93.6 萬 | 0.2% | −589−3.5% | 減碼 | – |
| BACBank of America Corp | Stock | 16,868 | $93.1 萬 | 0.2% | +5,990+55.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,039 | $91.5 萬 | 0.2% | −20−1.0% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 4,199 | $91.2 萬 | 0.2% | +2,334+125.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,100 | $90.8 萬 | 0.2% | +1,185+12.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,256 | $89.8 萬 | 0.2% | −50−0.8% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,085 | $88.9 萬 | 0.2% | +10.0% | 加碼 | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 22,800 | $88.3 萬 | 0.2% | 00.0% | 不變 | – |
| RBB Fund Trust75526L886 | FIRST EAGLE GBL | 18,233 | $88.1 萬 | 0.2% | +5,451+42.6% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 33,820 | $88.0 萬 | 0.2% | −7,521−18.2% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 14,100 | $87.9 萬 | 0.2% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。