Longview Financial Advisors LLC
- SEC CIK
- 0002076077
- 最新申報
- 2026/7/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/20 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 157
- 較 2025 年第 4 季 −18
- 總值
- $1.84 億
- 較 2025 年第 4 季 +$265.8 萬 (+1.5%)
| 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 | 697,083 | $2,709 萬 | 14.7% | +10,049+1.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 520,045 | $2,396 萬 | 13.0% | +8,579+1.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 268,589 | $2,129 萬 | 11.6% | −16,175−5.7% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 218,700 | $1,810 萬 | 9.8% | +28,345+14.9% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 266,746 | $1,705 萬 | 9.3% | +16,001+6.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 275,490 | $1,641 萬 | 8.9% | +10,079+3.8% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 229,013 | $817.8 萬 | 4.4% | +7,073+3.2% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 183,575 | $634.3 萬 | 3.4% | +2,097+1.2% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 159,589 | $629.4 萬 | 3.4% | +1,345+0.8% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 150,516 | $534.8 萬 | 2.9% | +3,148+2.1% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 31,379 | $372.2 萬 | 2.0% | −43−0.1% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 71,298 | $293.0 萬 | 1.6% | +8,882+14.2% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 107,883 | $286.8 萬 | 1.6% | +6,562+6.5% | 加碼 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 37,483 | $158.8 萬 | 0.9% | +1,492+4.1% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 28,613 | $150.4 萬 | 0.8% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 5,861 | $148.7 萬 | 0.8% | −8−0.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 32,650 | $138.4 萬 | 0.8% | +2,559+8.5% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 32,155 | $125.3 萬 | 0.7% | −1,893−5.6% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 22,729 | $120.0 萬 | 0.7% | −182−0.8% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,165 | $99.1 萬 | 0.5% | −61−0.8% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 18,576 | $83.8 萬 | 0.5% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 1,138 | $80.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,359 | $77.8 萬 | 0.4% | −100−6.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 15,032 | $72.8 萬 | 0.4% | −207−1.4% | 減碼 | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 8,774 | $71.5 萬 | 0.4% | −118−1.3% | 減碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 25,103 | $63.1 萬 | 0.3% | −135−0.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,958 | $62.8 萬 | 0.3% | −81−4.0% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,426 | $58.8 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 16,311 | $55.2 萬 | 0.3% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,328 | $39.1 萬 | 0.2% | +313+30.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 527 | $34.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,642 | $34.2 萬 | 0.2% | −75−4.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,940 | $33.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,701 | $33.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,118 | $32.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,915 | $32.0 萬 | 0.2% | −5−0.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,010 | $29.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,347 | $25.8 萬 | 0.1% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 649 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 1,451 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,082 | $21.2 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 196 | $19.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 2,151 | $19.0 萬 | 0.1% | +160+8.0% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 2,239 | $17.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 1,304 | $17.2 萬 | 0.1% | 00.0% | 不變 | – |
| SCHWSchwab Charles Corp | Stock | 1,704 | $16.0 萬 | 0.1% | −597−25.9% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 2,036 | $16.0 萬 | 0.1% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 244 | $15.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 700 | $15.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,173 | $13.9 萬 | 0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 1,653 | $13.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 2,009 | $11.9 萬 | 0.1% | 00.0% | 不變 | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 3,030 | $11.7 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 2,300 | $11.5 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 1,975 | $10.1 萬 | 0.1% | 00.0% | 不變 | – |
| PHParker-Hannifin Corp | Stock | 111 | $9.94 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,384 | $9.93 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46436E742 | EGSADVNCDMSCI EM | 1,911 | $9.14 萬 | <0.1% | −22−1.1% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 102 | $8.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRVentas, Inc. | REIT | 1,026 | $8.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 261 | $8.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 515 | $7.99 萬 | <0.1% | 00.0% | 不變 | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 2,421 | $7.63 萬 | <0.1% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 500 | $7.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,509 | $7.31 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 500 | $7.24 萬 | <0.1% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 210 | $7.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 728 | $7.07 萬 | <0.1% | −260−26.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 1,070 | $6.84 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 480 | $6.84 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 542 | $6.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 1,054 | $6.46 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 286 | $6.11 萬 | <0.1% | 00.0% | 不變 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,056 | $5.86 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 1,024 | $5.79 萬 | <0.1% | 00.0% | 不變 | – |
| TMToyota Motor Corp | ADS | 280 | $5.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 352 | $5.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YORWYork Water Co | COM | 1,792 | $5.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,035 | $5.16 萬 | <0.1% | 00.0% | 不變 | – |
| PHMPultegroup Inc | COM | 426 | $5.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RBARB Global Inc. | COM | 497 | $4.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 700 | $4.56 萬 | <0.1% | 00.0% | 不變 | – |
| TDGTransDigm Group INC | COM | 38 | $4.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 111 | $4.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 5,000 | $4.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 406 | $4.08 萬 | <0.1% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | Stock | 41 | $3.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 850 | $3.88 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 175 | $3.76 萬 | <0.1% | 00.0% | 不變 | – |
| SHWSherwin Williams Co | COM | 114 | $3.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RWTRedwood Trust Inc | COM | 6,000 | $3.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 348 | $3.11 萬 | <0.1% | −52−13.0% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 35 | $3.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 619 | $3.00 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 555 | $2.76 萬 | <0.1% | −548−49.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 83 | $2.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 250 | $2.66 萬 | <0.1% | −2,561−91.1% | 減碼 | – |
| SYKStryker Corp | Stock | 81 | $2.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 182 | $2.66 萬 | <0.1% | 00.0% | 不變 | – |
| EOGEOG Resources Inc | Stock | 182 | $2.63 萬 | <0.1% | −25−12.1% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（18 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 |
|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | 415 | $8.89 萬 | <0.1% | 歷史 |
| VVisa Inc. | Stock | 136 | $4.77 萬 | <0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 870 | $4.40 萬 | <0.1% | – |
| PSXPhillips 66 | Stock | 286 | $3.69 萬 | <0.1% | 歷史 |
| MORNMorningstar, Inc. | COM | 150 | $3.26 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 66 | $2.31 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 212 | $1.35 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 187 | $1.09 萬 | <0.1% | 歷史 |
| MSDMorgan Stanley Emerging Markets Debt Fund Inc | COM | 1,104 | $8,159 | <0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 72 | $5,781 | <0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 40 | $5,012 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 55 | $4,632 | <0.1% | 歷史 |
| PGProcter & Gamble Co | Stock | 30 | $4,300 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 25 | $3,146 | <0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 4 | $970 | <0.1% | 歷史 |
| ORCLOracle Corp | Stock | 3 | $585 | <0.1% | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 2 | $182 | <0.1% | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3 | $79 | <0.1% | – |