Longview Financial Advisors LLC
- SEC CIK
- 0002076077
- 最新申報
- 2026/7/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/10 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 141
- 較 2025 年第 2 季 +16
- 總值
- $1.73 億
- 較 2025 年第 2 季 +$1,389 萬 (+8.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 690,303 | $2,662 萬 | 15.3% | −10,754−1.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 279,820 | $2,237 萬 | 12.9% | −40,166−12.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 475,253 | $2,206 萬 | 12.7% | +20,306+4.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 254,210 | $1,526 萬 | 8.8% | +10,088+4.1% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 229,849 | $1,494 萬 | 8.6% | +20,214+9.6% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 174,065 | $1,464 萬 | 8.4% | +55,003+46.2% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 221,956 | $730.2 萬 | 4.2% | +30,795+16.1% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 160,154 | $571.6 萬 | 3.3% | +15,447+10.7% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 178,199 | $571.5 萬 | 3.3% | −1,262−0.7% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 143,502 | $470.5 萬 | 2.7% | −7,004−4.7% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 31,927 | $381.6 萬 | 2.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 61,643 | $261.8 萬 | 1.5% | +13,883+29.1% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 91,896 | $251.0 萬 | 1.4% | +2,214+2.5% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 33,578 | $178.1 萬 | 1.0% | −695−2.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 5,907 | $150.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 35,093 | $144.2 萬 | 0.8% | +3,161+9.9% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 34,466 | $125.3 萬 | 0.7% | −1,255−3.5% | 減碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 29,587 | $121.2 萬 | 0.7% | +4,871+19.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,593 | $117.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 23,105 | $106.6 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,272 | $100.5 萬 | 0.6% | −14−0.2% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 18,639 | $85.3 萬 | 0.5% | −347−1.8% | 減碼 | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 9,939 | $79.0 萬 | 0.5% | −53−0.5% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 15,541 | $69.5 萬 | 0.4% | −946−5.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,025 | $66.5 萬 | 0.4% | +615+43.6% | 加碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 25,303 | $64.7 萬 | 0.4% | −204−0.8% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,056 | $58.0 萬 | 0.3% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 1,190 | $56.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 16,350 | $51.6 萬 | 0.3% | −109−0.7% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,694 | $50.1 萬 | 0.3% | −496−9.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,717 | $37.7 萬 | 0.2% | +495+40.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,940 | $36.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 527 | $35.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 649 | $33.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,701 | $32.3 萬 | 0.2% | +2,906+365.5% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,015 | $32.0 萬 | 0.2% | −25−2.4% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,899 | $32.0 萬 | 0.2% | +1,513+34.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,018 | $30.1 萬 | 0.2% | +3,399+209.9% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,347 | $26.2 萬 | 0.2% | +1,347 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 962 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 1,383 | $22.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,293 | $21.9 萬 | 0.1% | −529−18.7% | 減碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 2,381 | $21.0 萬 | 0.1% | +7+0.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,064 | $19.8 萬 | 0.1% | +1,064 | 新進 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 1,339 | $18.2 萬 | 0.1% | −45−3.3% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 2,239 | $18.1 萬 | 0.1% | +2,239 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 183 | $16.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 2,036 | $15.6 萬 | 0.1% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 244 | $14.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 1,653 | $13.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,173 | $13.0 萬 | 0.1% | 00.0% | 不變 | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 3,030 | $11.8 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 2,300 | $11.6 萬 | 0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 2,007 | $11.5 萬 | 0.1% | +2,007 | 新進 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 1,975 | $10.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,404 | $9.74 萬 | 0.1% | −15−1.1% | 減碼 | – |
| LRCXLam Research Corp | Stock | 700 | $9.37 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 500 | $9.12 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E742 | EGSADVNCDMSCI EM | 1,991 | $9.01 萬 | 0.1% | −53−2.6% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 515 | $8.47 萬 | <0.1% | +515 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,657 | $8.41 萬 | <0.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 250 | $8.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 5,000 | $8.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,509 | $8.01 萬 | <0.1% | +2,509 | 新進 | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 2,446 | $7.64 萬 | <0.1% | −160−6.1% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 95 | $7.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRVentas, Inc. | REIT | 1,026 | $7.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 500 | $7.08 萬 | <0.1% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 88 | $7.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 480 | $6.99 萬 | <0.1% | +480 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 1,070 | $6.87 萬 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 719 | $6.72 萬 | <0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 415 | $6.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 1,054 | $6.63 萬 | <0.1% | +1,054 | 新進 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,056 | $6.07 萬 | <0.1% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 210 | $5.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 286 | $5.82 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 1,024 | $5.67 萬 | <0.1% | +974+1,948.0% | 加碼 | – |
| PHMPultegroup Inc | COM | 426 | $5.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YORWYork Water Co | COM | 1,792 | $5.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RBARB Global Inc. | COM | 497 | $5.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMToyota Motor Corp | ADS | 280 | $5.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 519 | $5.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,035 | $5.18 萬 | <0.1% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 105 | $5.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 352 | $5.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 1,103 | $5.07 萬 | <0.1% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | Stock | 41 | $4.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 136 | $4.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 49 | $4.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 700 | $4.43 萬 | <0.1% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 193 | $4.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDGTransDigm Group INC | COM | 31 | $4.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 398 | $4.01 萬 | <0.1% | +6+1.5% | 加碼 | – |
| PSXPhillips 66 | Stock | 286 | $3.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 175 | $3.78 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 850 | $3.64 萬 | <0.1% | +850 | 新進 | – |
| MORNMorningstar, Inc. | COM | 155 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 400 | $3.48 萬 | <0.1% | 00.0% | 不變 | – |
| RWTRedwood Trust Inc | COM | 6,000 | $3.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（2 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。