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Castleview Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Castleview Partners, LLC
报告期 2026-03-31 · CIK 0001737088
持仓数
200
前50大市值合计
$136.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q2
22Q1 调仓
2021-06-30 → 2022-03-31 · 共 150 项
建仓 20
增持 12
减持 68
清仓 50
方向
标的
Δ市值
现股数(环比)
建仓
—
ACRUENCE ACTIVE HEDGE US ETF
+$11.6M
543,393
清仓
BRK/A
BRKA
-$9.2M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
-$6.9M
1,646
-94%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
—
GENUINE INVESTORS ETF
+$4.8M
204,286
减持
SPY
SPDR S&P 500 ETF TRUST
-$3.8M
25,720
-29%
减持
ET
ENERGY TRANSFER LP
-$3.2M
5,000
-98%
清仓
PTBD
PTBD
-$2.8M
0
-100%
减持
ABT
ABBOTT LABORATORIES
-$2.7M
6,718
-77%
减持
—
EXXON MOBIL CORP
-$2.4M
7,286
-85%
增持
DBC
INVESCO DB COMMODITY INDEX T
+$2.3M
94,932
+1340%
减持
ANGL
VANECK FALLEN ANGEL HIGH YLD
-$2.2M
215
-100%
减持
MSFT
MICROSOFT CORP
-$2.1M
7,665
-54%
减持
RWO
SPDR DJ GLOBAL REAL ESTATE E
-$2.1M
14,688
-74%
减持
MO
ALTRIA GROUP INC
-$1.9M
102
-100%
清仓
VNQI
VNQI
-$1.9M
0
-100%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$1.9M
155
-98%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$1.8M
2,770
-73%
清仓
HYMB
HYMB
-$1.8M
0
-100%
清仓
—
KDFI
-$1.7M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$1.7M
26,659
-0%
建仓
DEED
FIRST TRUST TCW SEC PLUS ETF
+$1.4M
58,821
减持
UJAN
INNOVATOR U.S. EQUITY ULTRA
-$1.4M
240
-99%
减持
IVOL
QUADRATIC INT RTE VOL INFL H
-$1.4M
37,758
-56%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$1.3M
128
-99%
减持
EPD
ENTERPRISE PRODUCTS PARTNERS
-$1.3M
8,000
-87%
减持
AGG
ISHARES CORE U.S. AGGREGATE
-$1.2M
347
-97%
清仓
—
ACN
-$1.2M
0
-100%
减持
META
META PLATFORMS INC-CLASS A
-$1.2M
3,973
-32%
减持
CRM
SALESFORCE INC
-$1.1M
3,452
-53%
建仓
—
TRUESHARES LOW VOLATILITY EQ
+$975.0K
32,077
减持
GOOG
ALPHABET INC-CL C
-$949.0K
607
-42%
减持
ADBE
ADOBE INC
-$927.0K
1,902
-38%
清仓
IUSG
IUSG
-$921.0K
0
-100%
减持
ABBV
ABBVIE INC
-$832.0K
1,900
-81%
清仓
—
AY
-$809.0K
0
-100%
减持
SLV
ISHARES SILVER TRUST
-$791.0K
2,793
-92%
建仓
PECO
PHILLIPS EDISON & COMPANY IN
+$782.0K
22,739
增持
—
IPATH SERIES B S&P 500 VIX
+$775.0K
38,255
+442%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$770.0K
63
-99%
减持
PYPL
PAYPAL HOLDINGS INC
-$742.0K
3,517
-11%
清仓
—
KLCD
-$739.0K
0
-100%
建仓
—
ARCH CAPITAL GROUP LTD
+$722.0K
14,912
清仓
—
PHLD
-$694.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$689.0K
70
-99%
清仓
—
TGT
-$689.0K
0
-100%
减持
PDEC
INNOVATOR U.S. EQUITY POWER
-$677.0K
124
-99%
建仓
—
ACCENTURE PLC-CL A
+$655.0K
1,943
减持
AMZN
AMAZON.COM INC
-$654.0K
535
-23%
减持
VOO
VANGUARD S&P 500 ETF
-$641.0K
1,666
-51%
减持
SPG
SIMON PROPERTY GROUP INC
-$638.0K
1
-100%
增持
MRK
MERCK & CO. INC.
+$631.0K
9,090
+522%
建仓
NUBD
NUVEEN ESG US AGGREGATE BOND
+$628.0K
26,064
减持
CVX
CHEVRON CORP
-$623.0K
3,271
-70%
减持
ZTS
ZOETIS INC
-$617.0K
2,577
-56%
清仓
—
SH
-$616.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$613.0K
2,017
-72%
减持
TWLO
TWILIO INC - A
-$599.0K
1
-100%
建仓
—
BUNGE LTD
+$594.0K
5,363
建仓
BUFD
FT CBOE VEST FUND DEEP BUFF
+$580.0K
27,360
减持
V
VISA INC-CLASS A SHARES
-$564.0K
7,220
-22%
增持
ABNB
AIRBNB INC-CLASS A
+$552.0K
3,514
+955%
增持
XLE
ENERGY SELECT SECTOR SPDR
+$550.0K
18,142
+14%
建仓
IRT
INDEPENDENCE REALTY TRUST IN
+$545.0K
20,614
增持
TDTF
FLEXSHARES IBOXX 5-YEAR TARG
+$539.0K
20,768
+2282%
清仓
—
ACGL
-$526.0K
0
-100%
增持
—
INVESCO BULLETSHARES 2022 HI
+$524.0K
68,186
+53%
清仓
MU
MU
-$519.0K
0
-100%
清仓
MTUM
MTUM
-$511.0K
0
-100%
建仓
BUFR
FT CBOE VEST FUND OF BUFFER
+$495.0K
20,839
减持
SNAP
SNAP INC - A
-$494.0K
200
-97%
减持
TROW
T ROWE PRICE GROUP INC
-$488.0K
300
-89%
清仓
—
BG
-$487.0K
0
-100%
建仓
GLD
SPDR GOLD SHARES
+$484.0K
2,682
减持
DIS
WALT DISNEY CO/THE
-$481.0K
2,483
-47%
增持
FSK
FS KKR CAPITAL CORP
+$479.0K
56,452
+50%
减持
AMLP
ALERIAN MLP ETF
-$474.0K
13,350
-51%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME
-$474.0K
92,065
-8%
减持
MDXG
MIMEDX GROUP INC
-$473.0K
43,352
-20%
建仓
VO
VANGUARD MID-CAP ETF
+$469.0K
1,974
清仓
FSTR
FSTR
-$460.0K
0
-100%
减持
—
ACTIVISION BLIZZARD INC
-$460.0K
100
-98%
清仓
KBA
KBA
-$459.0K
0
-100%
减持
VWO
VANGUARD FTSE EMERGING MARKE
-$422.0K
1,709
-81%
减持
AGNC
AGNC INVESTMENT CORP
-$420.0K
20,118
-50%
建仓
BBDC
BARINGS BDC INC
+$413.0K
39,968
清仓
PWS
PWS
-$410.0K
0
-100%
清仓
VTHR
VTHR
-$406.0K
0
-100%
建仓
FTSL
FIRST TRUST SENIOR LOAN ETF
+$401.0K
8,530
清仓
LOW
LOW
-$401.0K
0
-100%
减持
ISD
PGIM HIGH YIELD BOND FUND
-$396.0K
14,381
-61%
建仓
HPS
JOHN HANCOCK PFD INCOME III
+$395.0K
22,047
增持
SSO
PROSHARES ULTRA S&P500
+$395.0K
6,481
+2503%
清仓
—
PSQ
-$389.0K
0
-100%
清仓
—
WBA
-$383.0K
0
-100%
减持
MA
MASTERCARD INC - A
-$380.0K
3,776
-20%
减持
ADP
AUTOMATIC DATA PROCESSING
-$379.0K
963
-68%
清仓
—
CB
-$378.0K
0
-100%
减持
FCX
FREEPORT-MCMORAN INC
-$376.0K
29
-100%
清仓
QYLD
QYLD
-$375.0K
0
-100%
清仓
EMR
EMR
-$374.0K
0
-100%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-B
-$372.0K
1,137
-78%
减持
GOOGL
ALPHABET INC-CL A
-$368.0K
204
-47%
清仓
ALB
ALB
-$358.0K
0
-100%
清仓
AFL
AFL
-$358.0K
0
-100%
增持
EFA
ISHARES MSCI EAFE ETF
+$356.0K
4,989
+3341%
减持
NOW
SERVICENOW INC
-$355.0K
733
-47%
减持
VTI
VANGUARD TOTAL STOCK MKT ETF
-$347.0K
695
-69%
减持
EXPD
EXPEDITORS INTL WASH INC
-$345.0K
3,430
-38%
建仓
—
TrueShares Structured Outcom
+$341.0K
11,842
清仓
ADM
ADM
-$338.0K
0
-100%
清仓
KWEB
KWEB
-$337.0K
0
-100%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL
+$337.0K
10,572
+332%
清仓
AOS
AOS
-$330.0K
0
-100%
清仓
KYN
KYN
-$328.0K
0
-100%
清仓
DIAL
DIAL
-$323.0K
0
-100%
清仓
BEN
BEN
-$321.0K
0
-100%
清仓
—
PBCT
-$320.0K
0
-100%
清仓
CINF
CINF
-$319.0K
0
-100%
清仓
—
PNR
-$317.0K
0
-100%
清仓
DOV
DOV
-$317.0K
0
-100%
清仓
WST
WST
-$316.0K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN TRUST BTC
-$315.0K
4,283
-71%
减持
—
EQUITY COMMONWEALTH
-$314.0K
2,935
-81%
清仓
—
FRT
-$312.0K
0
-100%
减持
LEG
LEGGETT & PLATT INC
-$311.0K
38
-99%
清仓
NUE
NUE
-$311.0K
0
-100%
减持
SYY
SYSCO CORP
-$309.0K
1,016
-80%
清仓
XLRE
XLRE
-$308.0K
0
-100%
清仓
ESS
ESS
-$307.0K
0
-100%
减持
SHYG
ISHARES 0-5 YR HY CORP BOND
-$301.0K
399
-94%
减持
GD
GENERAL DYNAMICS CORP
-$300.0K
816
-69%
减持
VEA
VANGUARD FTSE DEVELOPED ETF
-$300.0K
244
-96%
减持
GPC
GENUINE PARTS CO
-$300.0K
344
-87%
清仓
MSCI
MSCI
-$300.0K
0
-100%
清仓
CAH
CAH
-$297.0K
0
-100%
增持
AZO
AUTOZONE INC
+$296.0K
382
+18%
减持
MCO
MOODY'S CORP
-$295.0K
935
-44%
建仓
TOTL
SPDR DOUBLELINE TR TACT ETF
+$294.0K
6,568
减持
PPG
PPG INDUSTRIES INC
-$294.0K
33
-98%
减持
BUD
ANHEUSER-BUSCH INBEV-SPN ADR
-$293.0K
39
-99%
清仓
BFH
ADS
-$288.0K
0
-100%
减持
OIH
VANECK OIL SERVICES ETF
-$288.0K
20
-99%
建仓
RDVY
FIRST TRUST RISING DIVIDEND
+$287.0K
5,863
减持
CAT
CATERPILLAR INC
-$286.0K
1,024
-57%
清仓
—
SAVE
-$286.0K
0
-100%
清仓
INDA
INDA
-$281.0K
0
-100%
减持
KMI
KINDER MORGAN INC
-$281.0K
753
-95%
清仓
—
MDT
-$280.0K
0
-100%
清仓
EWY
EWY
-$276.0K
0
-100%
减持
BA
BOEING CO/THE
-$274.0K
350
-75%
