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Third View Private Wealth, LLC

SEC CIK
0002083406
最新申報
2026/7/27

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/27 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
288
較 2026 年第 1 季 +21
總值
$8.11 億
較 2026 年第 1 季 +$8,050 萬 (+11.0%)
申報日
2026/7/27
SEC
Third View Private Wealth, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
HMRHeidmar Maritime Holdings Corp.COM10,000$1.28 萬<0.1%00.0%不變歷史
UWMCUWM Holdings CorpCOM CL A23,775$5.44 萬<0.1%−6,250−20.8%減碼歷史
SKYXSKYX Platforms Corp.COM103,000$11.4 萬<0.1%−100,000−49.3%減碼歷史
AEMAgnico Eagle Mines LtdStock1,347$20.9 萬<0.1%−374−21.7%減碼歷史
UMCUnited Microelectronics CorpSPON ADR NEW7,683$20.9 萬<0.1%+7,683新進歷史
AGXArgan IncStock268$21.4 萬<0.1%+268新進歷史
Capital Group Dividend Value14020W106SHS CREAT UNIT4,361$21.5 萬<0.1%+4,361新進–
CMECME Group Inc.COM996$22.0 萬<0.1%+996新進歷史
VZVerizon Communications IncStock5,199$22.0 萬<0.1%−2,467−32.2%減碼歷史
AWKAmerican Water Works Company, Inc.Stock1,690$22.2 萬<0.1%−723−30.0%減碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,210$22.4 萬<0.1%+1,210新進–
LOWLowes Companies IncStock1,026$22.6 萬<0.1%−274−21.1%減碼歷史
Vanguard Total Bond Market ETF921937835ETF3,106$22.8 萬<0.1%+116+3.9%加碼–
ETREntergy CorpCOM2,001$23.0 萬<0.1%00.0%不變歷史
CFRCullen/Frost Bankers, Inc.COM1,496$23.1 萬<0.1%−577−27.8%減碼歷史
MDTMedtronic plcStock2,989$23.4 萬<0.1%−683−18.6%減碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF4,379$23.7 萬<0.1%00.0%不變–
LGNDLigand Pharmaceuticals IncCOM NEW767$24.2 萬<0.1%+767新進歷史
ALCAlcon IncStock3,623$24.3 萬<0.1%−1,102−23.3%減碼歷史
SPDR Series Trust78464A664ST LON TREAS ETF9,273$24.3 萬<0.1%−585−5.9%減碼–
RPMRPM International IncCOM2,216$24.6 萬<0.1%−926−29.5%減碼歷史
AIGAmerican International Group, Inc.Stock3,324$24.8 萬<0.1%−1,291−28.0%減碼歷史
MCKMcKesson CorpStock335$25.3 萬<0.1%−43−11.4%減碼歷史
VRTVertiv Holdings CoCOM CL A764$25.6 萬<0.1%+764新進歷史
ADBEAdobe Inc.Stock1,254$25.7 萬<0.1%−287−18.6%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF8,970$26.0 萬<0.1%+8,970新進–
WFCWells Fargo & CompanyStock3,151$26.0 萬<0.1%−862−21.5%減碼歷史
FLEXFlex Ltd.Stock1,608$26.1 萬<0.1%+1,608新進歷史
UCTTUltra Clean Holdings, Inc.COM1,835$26.2 萬<0.1%+1,835新進歷史
IRIngersoll Rand Inc.COM3,198$26.2 萬<0.1%+493+18.2%加碼歷史
AEPAmerican Electric Power Co IncStock1,933$26.4 萬<0.1%+1,933新進歷史
VRSKVerisk Analytics, Inc.COM1,488$26.7 萬<0.1%−421−22.1%減碼歷史
OSKOshkosh CorpCOM1,746$26.8 萬<0.1%−321−15.5%減碼歷史
YUMCYum China Holdings, Inc.COM6,667$27.2 萬<0.1%−8,923−57.2%減碼歷史
GLDSPDR Gold TrustETF744$27.4 萬<0.1%−311−29.5%減碼歷史
FDXFedEx CorpStock886$27.7 萬<0.1%−70−7.3%減碼歷史
FNFabrinetSHS500$28.1 萬<0.1%00.0%不變歷史
Baron ETF Tr06829D107FIRST PRINC ETF11,640$28.4 萬<0.1%+1,292+12.5%加碼–
MSIMotorola Solutions, Inc.Stock691$28.7 萬<0.1%−123−15.1%減碼歷史
Global X FDS37954Y293GLB X MLP ENRG I3,915$28.8 萬<0.1%+3,915新進–
TPRTapestry, Inc.COM2,000$29.3 萬<0.1%00.0%不變歷史
ENLTEnlight Renewable Energy Ltd.SHS3,310$29.5 萬<0.1%+3,310新進歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF5,509$29.5 萬<0.1%−432−7.3%減碼–
APPFAppfolio IncCOM CL A1,860$29.8 萬<0.1%−179−8.8%減碼歷史
PHMPultegroup IncCOM2,239$30.7 萬<0.1%+510+29.5%加碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT3,234$30.9 萬<0.1%−86−2.6%減碼–
Tidal Trust III45259A845VIST ARTI IN ETF3,655$31.2 萬<0.1%+3,655新進–
iShares Tr46434V4070-5YR HI YL CP7,386$31.3 萬<0.1%−470−6.0%減碼–
LLYVKLiberty Live Holdings, Inc.COM SHS SER C2,972$31.4 萬<0.1%−175−5.6%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock1,095$31.8 萬<0.1%−6,860−86.2%減碼歷史
Dimensional U.S. Targeted Value ETF25434V609ETF4,638$32.4 萬<0.1%00.0%不變–
VLOValero Energy CorpStock1,253$32.6 萬<0.1%+287+29.7%加碼歷史
NRGNRG Energy, Inc.Stock2,265$33.1 萬<0.1%+2,265新進歷史
FIXComfort Systems USA IncCOM167$33.1 萬<0.1%+167新進歷史
SNPSSynopsys IncCOM745$33.2 萬<0.1%−124−14.3%減碼歷史
FWONALiberty Media CorpCOM LBTY ONE S A3,833$33.6 萬<0.1%−935−19.6%減碼歷史
TTETotalEnergies SEACT4,339$33.7 萬<0.1%−480−10.0%減碼歷史
WCNWaste Connections, Inc.COM2,029$33.8 萬<0.1%−763−27.3%減碼歷史
CIENCiena CorpCOM NEW693$34.0 萬<0.1%+693新進歷史
CPRTCopart IncCOM12,080$34.1 萬<0.1%−42,125−77.7%減碼歷史
UBERUber Technologies, IncStock4,814$34.7 萬<0.1%−429−8.2%減碼歷史
XELXcel Energy IncStock4,382$35.2 萬<0.1%−1,064−19.5%減碼歷史
MPWRMonolithic Power Systems, Inc.COM257$35.5 萬<0.1%+257新進歷史
GLWCorning IncCOM1,394$35.6 萬<0.1%+1,394新進歷史
Vanguard Morningstar Value ETF922908744ETF1,639$35.7 萬<0.1%+1,639新進–
iShares Tr464287721U.S. TECH ETF1,426$36.0 萬<0.1%00.0%不變–
ROSTRoss Stores, Inc.COM1,696$36.1 萬<0.1%−609−26.4%減碼歷史
MCHPMicrochip Technology IncStock4,047$36.9 萬<0.1%−702−14.8%減碼歷史
APHAmphenol CorpCL A2,096$37.0 萬<0.1%+2,096新進歷史
DELLDell Technologies Inc.Stock867$37.4 萬<0.1%+867新進歷史
COPConocoPhillipsStock3,647$37.9 萬<0.1%+606+19.9%加碼歷史
ECLEcolab Inc.Stock1,361$37.9 萬<0.1%−287−17.4%減碼歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF3,527$38.5 萬<0.1%−134−3.7%減碼–
PFEPfizer IncStock16,016$38.6 萬<0.1%−555−3.3%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF2,481$39.2 萬<0.1%−136−5.2%減碼–
HWMHowmet Aerospace Inc.Stock1,482$39.8 萬<0.1%+1,482新進歷史
SPDR Series Trust78464A201ST STR SP600GRWO3,345$39.9 萬<0.1%−121−3.5%減碼–
TDYTeledyne Technologies IncCOM598$39.9 萬<0.1%−129−17.7%減碼歷史
BEPCBrookfield Renewable CorpCL A EX SUB VTG10,931$40.6 萬0.1%−6,811−38.4%減碼歷史
SPGIS&P Global Inc.Stock1,001$40.8 萬0.1%+167+20.0%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF5,741$40.9 萬0.1%+5,741新進–
PLDPrologis, Inc.REIT3,064$41.5 萬0.1%+395+14.8%加碼歷史
USBUS Bancorp DECOM NEW6,923$41.8 萬0.1%−1,595−18.7%減碼歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF4,413$41.9 萬0.1%−174−3.8%減碼–
CVXChevron CorpStock2,536$42.0 萬0.1%−243−8.7%減碼歷史
AMGNAmgen IncStock1,180$42.7 萬0.1%−234−16.5%減碼歷史
SPDR Series Trust78464A383ST STR BACKE ETF19,265$43.0 萬0.1%−1,293−6.3%減碼–
LITELumentum Holdings Inc.COM502$43.1 萬0.1%+502新進歷史
NEENextera Energy IncStock4,923$43.2 萬0.1%+567+13.0%加碼歷史
CSGPCostar Group, Inc.COM15,258$43.2 萬0.1%−7,459−32.8%減碼歷史
LMTLockheed Martin CorpStock869$44.3 萬0.1%+869新進歷史
CLSCelestica IncStock1,216$44.4 萬0.1%−530−30.4%減碼歷史
WDCWestern Digital CorpCOM698$44.6 萬0.1%+698新進歷史
CDNSCadence Design Systems IncStock1,213$45.5 萬0.1%+90+8.0%加碼歷史
GMGeneral Motors CoCOM5,909$45.5 萬0.1%+666+12.7%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF13,540$45.8 萬0.1%+3,815+39.2%加碼–
PGRProgressive CorpStock2,127$46.5 萬0.1%00.0%不變歷史
American Centy ETF Tr025072307US QUALITY GROW3,937$46.5 萬0.1%−184−4.5%減碼–
QCOMQualcomm IncStock2,527$46.7 萬0.1%−20,712−89.1%減碼歷史
LUVSouthwest Airlines CoCOM9,122$46.9 萬0.1%+1,878+25.9%加碼歷史

選擇權（3 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

Third View Private Wealth, LLC 在 2026 年第 2 季的選擇權部位
證券類別賣權買權
SPYSPDR S&P 500 ETF TrustETF$231.5 萬–
AAPLApple Inc.Stock$98.4 萬–
CRMSalesforce, Inc.Stock–$1.57 萬

2026 年第 1 季之後清倉（26 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Third View Private Wealth, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HONHoneywell International IncCOM12,088$273.2 萬0.4%歷史
DTEDte Energy CoCOM10,194$149.1 萬0.2%歷史
PYPLPayPal Holdings, Inc.Stock29,110$131.7 萬0.2%歷史
DEODiageo PLCSPON ADR NEW13,564$101.0 萬0.1%歷史
CCCCCC Intelligent Solutions Holdings Inc.COM95,304$57.2 萬0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF1,858$53.4 萬0.1%–
Vanguard Dividend Appreciation ETF921908844ETF2,445$52.6 萬0.1%–
ATOAtmos Energy CorpCOM2,259$41.7 萬0.1%歷史
BABAAlibaba Group Holding LtdADR3,324$41.7 萬0.1%歷史
BLKBlackRock, Inc.Stock367$35.3 萬<0.1%歷史
IBITiShares Bitcoin Trust ETFETF8,857$34.0 萬<0.1%歷史
DHRDanaher CorpStock1,772$33.6 萬<0.1%歷史
iShares Russell 1000 Value ETF464287598ETF1,521$32.5 萬<0.1%–
PCORProcore Technologies, Inc.COM5,437$31.0 萬<0.1%歷史
GWREGuidewire Software, Inc.COM1,860$27.8 萬<0.1%歷史
JCIJohnson Controls International plcStock2,115$27.7 萬<0.1%歷史
GGGGraco IncCOM3,162$26.8 萬<0.1%歷史
MKCMcCormick & Co IncStock4,540$22.9 萬<0.1%歷史
FIBKFirst Interstate Bancsystem IncCOM6,664$22.3 萬<0.1%歷史
RYANRyan Specialty Holdings, Inc.CL A6,166$20.8 萬<0.1%歷史
EXPOExponent IncCOM3,113$20.3 萬<0.1%歷史
ATECAlphatec Holdings, Inc.COM NEW13,694$14.9 萬<0.1%歷史
HAYWHayward Holdings, Inc.COM10,121$13.5 萬<0.1%歷史
ARHSArhaus, Inc.COM CL A18,647$12.6 萬<0.1%歷史
NEONeogenomics IncCOM NEW14,310$10.6 萬<0.1%歷史
CERTCertara, Inc.COM11,853$6.76 萬<0.1%歷史