LongView Wealth Management
- SEC CIK
- 0001990190
- 最新申報
- 2026/7/17
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 247
- 較 2025 年第 4 季 −2
- 總值
- $3.98 億
- 較 2025 年第 4 季 −$1,603 萬 (−3.9%)
| 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 | 663,402 | $2,037 萬 | 5.1% | −122,474−15.6% | 減碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 136,102 | $1,433 萬 | 3.6% | −10,966−7.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 53,463 | $1,384 萬 | 3.5% | −5,977−10.1% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 299,574 | $1,379 萬 | 3.5% | +48,640+19.4% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 271,800 | $1,183 萬 | 3.0% | +13,118+5.1% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 258,036 | $1,172 萬 | 2.9% | +19,645+8.2% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 418,104 | $1,144 萬 | 2.9% | −5,816−1.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 31,360 | $1,075 萬 | 2.7% | −2,618−7.7% | 減碼 | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 264,333 | $961.9 萬 | 2.4% | +19,294+7.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 11,940 | $762.2 萬 | 1.9% | +3,027+34.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,503 | $739.0 萬 | 1.9% | −306−1.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,543 | $725.6 萬 | 1.8% | −239−2.0% | 減碼 | – |
| GPCGenuine Parts Co | Stock | 65,771 | $722.8 萬 | 1.8% | −3,823−5.5% | 減碼 | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 199,378 | $655.4 萬 | 1.6% | +18,617+10.3% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 115,064 | $567.7 萬 | 1.4% | −48,484−29.6% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 30,911 | $457.8 萬 | 1.1% | +40+0.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15,056 | $454.6 萬 | 1.1% | −598−3.8% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 142,757 | $449.8 萬 | 1.1% | +47,187+49.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 15,940 | $443.5 萬 | 1.1% | −2,270−12.5% | 減碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 85,648 | $443.1 萬 | 1.1% | −58,496−40.6% | 減碼 | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 116,955 | $436.1 萬 | 1.1% | +2,016+1.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 16,874 | $420.2 萬 | 1.1% | −1,386−7.6% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 82,505 | $417.1 萬 | 1.0% | −46,524−36.1% | 減碼 | – |
| Capital Group Global Equity14020R107 | SHS | 125,471 | $412.8 萬 | 1.0% | +3,741+3.1% | 加碼 | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 108,265 | $409.5 萬 | 1.0% | −34,478−24.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 19,547 | $384.1 萬 | 1.0% | −460−2.3% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 138,664 | $380.2 萬 | 1.0% | +38,134+37.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 49,084 | $372.5 萬 | 0.9% | −1,703−3.4% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 133,435 | $369.2 萬 | 0.9% | +5,961+4.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,775 | $369.2 萬 | 0.9% | +971+9.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 61,175 | $353.8 萬 | 0.9% | +17,030+38.6% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,257 | $350.3 萬 | 0.9% | −635−3.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 8,849 | $347.9 萬 | 0.9% | −252−2.8% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 29,698 | $332.4 萬 | 0.8% | −2,986−9.1% | 減碼 | 歷史 |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 85,245 | $315.4 萬 | 0.8% | −3,784−4.3% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 12,604 | $302.6 萬 | 0.8% | −1,241−9.0% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 31,250 | $299.9 萬 | 0.8% | −3,496−10.1% | 減碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 69,496 | $287.9 萬 | 0.7% | −1,815−2.5% | 減碼 | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 67,380 | $281.9 萬 | 0.7% | +65+0.1% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 118,509 | $267.5 萬 | 0.7% | +1,139+1.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,762 | $262.5 萬 | 0.7% | +334+9.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,365 | $256.2 萬 | 0.6% | −1,893−26.1% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 12,687 | $256.1 萬 | 0.6% | −304−2.3% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 96,002 | $254.2 萬 | 0.6% | +3,279+3.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 36,724 | $253.0 萬 | 0.6% | +366+1.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 16,816 | $251.0 萬 | 0.6% | −1,168−6.5% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 23,953 | $239.0 萬 | 0.6% | +50.0% | 加碼 | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 32,818 | $238.5 萬 | 0.6% | +15,107+85.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 106,599 | $236.9 萬 | 0.6% | −109,831−50.7% | 減碼 | – |
| WMTWalmart Inc. | Stock | 15,782 | $197.3 萬 | 0.5% | −4,447−22.0% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,052 | $187.7 萬 | 0.5% | +1,697+12.7% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 16,681 | $172.2 萬 | 0.4% | +25+0.2% | 加碼 | 歷史 |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 43,189 | $171.9 萬 | 0.4% | −37,446−46.4% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,705 | $171.3 萬 | 0.4% | +429+2.5% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 11,182 | $171.2 萬 | 0.4% | +234+2.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 7,881 | $165.7 萬 | 0.4% | +18+0.2% | 加碼 | 歷史 |
| iShares Tr46436E403 | MSCI US GARP ETF | 22,305 | $157.4 萬 | 0.4% | −1,488−6.3% | 減碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 25,021 | $144.7 萬 | 0.4% | +8,659+52.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,377 | $144.7 萬 | 0.4% | −862−16.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,344 | $144.6 萬 | 0.4% | +266+6.5% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 62,678 | $143.9 萬 | 0.4% | +47,888+323.8% | 加碼 | – |
| BlackRock ETF Trust II092528207 | ISHAR INTER ETF | 58,898 | $142.0 萬 | 0.4% | +898+1.5% | 加碼 | – |
| Capital Group New Geography14021N105 | SHS | 40,676 | $140.5 萬 | 0.4% | −10,220−20.1% | 減碼 | – |
| BlackRock ETF Trust09290C723 | DYNAMIC EQTY ACT | 54,017 | $140.0 萬 | 0.4% | +12,427+29.9% | 加碼 | – |
| Capital Group Equity ETF Tr14022A102 | US SM MI CA ETF | 44,245 | $138.6 萬 | 0.3% | +2,220+5.3% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 28,601 | $137.9 萬 | 0.3% | +1,608+6.0% | 加碼 | – |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 33,110 | $136.1 萬 | 0.3% | +17,291+109.3% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 29,271 | $136.0 萬 | 0.3% | +680+2.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 22,817 | $132.3 萬 | 0.3% | +694+3.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 21,726 | $131.0 萬 | 0.3% | +10,124+87.3% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 15,860 | $124.4 萬 | 0.3% | −4,340−21.5% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,655 | $122.3 萬 | 0.3% | +289+12.2% | 加碼 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 13,856 | $122.0 萬 | 0.3% | +6,432+86.6% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 11,393 | $122.0 萬 | 0.3% | −3,675−24.4% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,790 | $121.3 萬 | 0.3% | −59−1.2% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 6,717 | $116.4 萬 | 0.3% | +135+2.1% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,877 | $115.4 萬 | 0.3% | −180−5.9% | 減碼 | – |
| BlackRock ETF Trust09290C715 | DISC VOLA EQ ETF | 42,497 | $109.7 萬 | 0.3% | +8,335+24.4% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 15,107 | $109.3 萬 | 0.3% | +1,233+8.9% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 40,295 | $108.2 萬 | 0.3% | −2,869−6.6% | 減碼 | – |
| ORealty Income Corp | REIT | 16,938 | $108.1 萬 | 0.3% | −28,064−62.4% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 11,236 | $107.3 萬 | 0.3% | −2,045−15.4% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,735 | $106.0 萬 | 0.3% | +338+7.7% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y805 | MUN HIGH ETF | 40,982 | $104.9 萬 | 0.3% | −8,282−16.8% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 7,790 | $104.3 萬 | 0.3% | +859+12.4% | 加碼 | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 26,639 | $103.3 萬 | 0.3% | +26,639 | 新進 | – |
| DUKDuke Energy CORP | Stock | 7,810 | $101.4 萬 | 0.3% | −4,040−34.1% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 20,190 | $101.3 萬 | 0.3% | +12,586+165.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 12,345 | $100.9 萬 | 0.3% | +1,245+11.2% | 加碼 | – |
| GMEDGlobus Medical Inc | Stock | 10,500 | $99.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 4,647 | $98.0 萬 | 0.2% | −46−1.0% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 37,447 | $97.1 萬 | 0.2% | +3,627+10.7% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 9,887 | $94.4 萬 | 0.2% | +1,050+11.9% | 加碼 | – |
| RBB Fund Trust75526L886 | FIRST EAGLE GBL | 19,070 | $93.5 萬 | 0.2% | +837+4.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,961 | $92.1 萬 | 0.2% | −22−0.7% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 4,177 | $90.9 萬 | 0.2% | −22−0.5% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,025 | $90.5 萬 | 0.2% | −60−1.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 6,253 | $90.3 萬 | 0.2% | −30.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 28,246 | $89.9 萬 | 0.2% | +6,262+28.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,346 | $89.2 萬 | 0.2% | −180−11.8% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（20 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KEYSKeysight Technologies, Inc. | Stock | 3,224 | $67.3 萬 | 0.2% | 歷史 |
| DDominion Energy, Inc | Stock | 11,169 | $65.2 萬 | 0.2% | 歷史 |
| AAgilent Technologies, Inc. | COM | 4,327 | $64.0 萬 | 0.2% | 歷史 |
| LLYEli Lilly & Co | Stock | 461 | $49.8 萬 | 0.1% | 歷史 |
| AEEAmeren Corp | COM | 3,713 | $37.2 萬 | 0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 930 | $34.9 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 956 | $32.6 萬 | 0.1% | 歷史 |
| AZOAutoZone Inc | COM | 88 | $31.0 萬 | 0.1% | 歷史 |
| IAUiShares Gold Trust | ETF | 3,239 | $28.0 萬 | 0.1% | 歷史 |
| ALLEAllegion plc | ORD SHS | 1,700 | $27.4 萬 | 0.1% | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 608 | $27.4 萬 | 0.1% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,862 | $26.8 萬 | 0.1% | – |
| EOGEOG Resources Inc | Stock | 2,446 | $25.8 萬 | 0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 2,777 | $22.5 萬 | 0.1% | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 2,821 | $22.5 萬 | 0.1% | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 783 | $22.0 萬 | 0.1% | – |
| CMCSAComcast Corp | Stock | 7,182 | $20.9 萬 | 0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 575 | $20.8 萬 | 0.1% | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 7,700 | $20.4 萬 | <0.1% | – |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 10,440 | $14.6 萬 | <0.1% | 歷史 |