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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 56
减持 46
清仓 26
方向
标的
Δ市值
现股数(环比)
建仓
MBSX
ADVISOR MANAGED PORTFOLIOS
+$5.9M
228,539
建仓
FELG
FIDELITY COVINGTON TRUST
+$3.4M
92,003
增持
AAPL
APPLE INC
+$2.4M
34,223
+65%
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。
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.5M
54,094
+107%
清仓
GLDM
WORLD GOLD TR
-$1.5M
0
-100%
减持
TQQQ
PROSHARES TR
-$1.3M
6,800
-79%
建仓
XJQCX
NUVEEN CR STRATEGIES INCOME
+$1.2M
216,087
减持
AMGN
AMGEN INC
-$1.1M
10,643
-19%
减持
—
EATON CORP PLC
-$1.1M
890
-83%
清仓
PWR
QUANTA SVCS INC
-$1.1M
0
-100%
清仓
—
TEXAS CAP TEX EQUITY INDEX E
-$1.0M
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$936.9K
0
-100%
清仓
SIVR
ABRDN SILVER ETF TRUST
-$935.1K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$925.2K
69,470
+2%
增持
DBMF
LITMAN GREGORY FDS TR
+$881.9K
49,055
+226%
增持
TSLA
TESLA INC
+$878.5K
8,992
+18%
清仓
OILT
TEXAS CAP TEX EQUITY INDEX E
-$875.2K
0
-100%
增持
QLD
PROSHARES TR
+$757.1K
15,603
+28%
清仓
HODL
VANECK BITCOIN ETF
-$740.5K
0
-100%
减持
SPYD
SPDR SERIES TRUST
-$740.1K
48,689
-23%
减持
DDM
PROSHARES TR
-$649.0K
2,684
-73%
清仓
KHPI
MANAGED PORTFOLIO SERIES
-$619.5K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$590.6K
0
-100%
增持
HD
HOME DEPOT INC
+$541.0K
5,309
+38%
增持
BIL
SPDR SERIES TRUST
+$539.2K
17,390
+51%
减持
ORCL
ORACLE CORP
+$528.6K
6,790
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$521.3K
5,759
+6%
减持
OUNZ
VANECK MERK GOLD ETF
-$485.1K
65,156
-23%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$477.9K
52,358
+22%
清仓
GSG
ISHARES S&P GSCI COMMODITY-
-$473.7K
0
-100%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$432.3K
8,961
增持
MBSF
VALUED ADVISERS TR
+$429.1K
873,603
+2%
清仓
ETHV
VANECK ETHEREUM TR
-$427.4K
0
-100%
建仓
SCHG
SCHWAB STRATEGIC TR
+$418.0K
14,309
建仓
META
META PLATFORMS INC
+$394.1K
534
建仓
JMOM
J P MORGAN EXCHANGE TRADED F
+$354.4K
5,512
清仓
IHI
ISHARES TR
-$349.2K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$348.0K
1,839
+327%
建仓
QTWO
Q2 HLDGS INC
+$346.9K
3,707
减持
—
INVESCO EXCH TRD SLF IDX FD
-$342.9K
34,610
-32%
清仓
IVV
ISHARES TR
-$341.1K
0
-100%
建仓
CCJ
CAMECO CORP
+$339.1K
4,568
减持
VOO
VANGUARD INDEX FDS
-$328.2K
1,741
-32%
增持
NOW
SERVICENOW INC
+$325.7K
577
+72%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$325.1K
4,303
增持
XLP
SELECT SECTOR SPDR TR
+$306.9K
8,831
+77%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$306.6K
792
-39%
清仓
SPDW
SPDR INDEX SHS FDS
-$303.8K
0
-100%
建仓
DLTR
DOLLAR TREE INC
+$301.7K
3,046
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$298.0K
2,650
减持
KO
COCA COLA CO
-$293.2K
4,251
-49%
清仓
SCHW
SCHWAB CHARLES CORP
-$287.4K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$285.5K
8,237
-22%
清仓
VUG
VANGUARD INDEX FDS
-$271.4K
0
-100%
建仓
IDXX
IDEXX LABS INC
+$268.7K
501
清仓
SLB
SCHLUMBERGER LTD
-$262.7K
0
-100%
减持
CLOI
VANECK ETF TRUST
-$256.1K
38,841
-11%
减持
PIT
VANECK ETF TRUST
-$255.1K
23,831
-17%
建仓
XLU
SELECT SECTOR SPDR TR
+$254.9K
3,122
减持
GLD
SPDR GOLD TR
-$251.2K
1,676
-37%
增持
COP
CONOCOPHILLIPS
+$248.4K
46,254
+24%
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$240.9K
0
-100%
清仓
EMTL
SSGA ACTIVE TR
-$240.1K
0
-100%
清仓
STIP
ISHARES TR
-$239.3K
0
-100%
建仓
FUN
SIX FLAGS ENTERTAINMENT CORP
+$238.8K
7,846
清仓
GHYG
ISHARES INC
-$238.6K
0
-100%
建仓
KOF
COCA-COLA FEMSA SAB DE CV
+$236.3K
2,443
减持
NVDA
NVIDIA CORPORATION
+$234.6K
6,995
-13%
清仓
SPYG
SPDR SER TR
-$234.6K
0
-100%
建仓
FISV
FISERV INC
+$233.8K
1,356
清仓
SPEM
SPDR INDEX SHS FDS
-$232.5K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$232.4K
1,705
清仓
HCA
HCA HEALTHCARE INC
-$222.5K
0
-100%
清仓
MMKT
TEXAS CAP TEX EQUITY INDEX E
-$219.5K
0
-100%
建仓
BALL
BALL CORP
+$218.2K
3,891
减持
MSFT
MICROSOFT CORP
+$213.8K
4,226
-16%
建仓
CACI
CACI INTL INC
+$213.1K
447
建仓
IQV
IQVIA HLDGS INC
+$211.6K
1,343
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$200.8K
0
-100%
建仓
—
IREN LIMITED
+$197.1K
13,530
增持
JPM
JPMORGAN CHASE & CO.
+$180.4K
2,158
+19%
增持
PAVE
GLOBAL X FDS
+$180.2K
11,209
+37%
减持
LST
MANAGED PORTFOLIO SERIES
+$177.0K
48,652
-2%
增持
T
AT&T INC
+$175.5K
19,363
+42%
减持
EINC
VANECK ETF TRUST
-$166.2K
7,385
-18%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$164.3K
7,269
+1171%
增持
SGOL
ETFS GOLD TR
+$162.5K
22,360
+23%
减持
CLOB
VANECK ETF TRUST
-$159.7K
36,009
-8%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$158.9K
82,186
+32%
增持
SBUX
STARBUCKS CORP
+$157.7K
3,918
+91%
增持
GS
GOLDMAN SACHS GROUP INC
+$151.4K
579
+22%
减持
IWF
ISHARES TR
+$150.3K
2,379
-0%
减持
NFLX
NETFLIX INC
+$147.5K
365
-0%
增持
QFLR
INNOVATOR ETFS TRUST
+$144.9K
18,920
+22%
减持
FSTA
FIDELITY COVINGTON TRUST
-$144.4K
5,811
-33%
减持
SSO
PROSHARES TR
-$141.8K
4,011
-38%
减持
AVTR
AVANTOR INC
-$138.3K
22,890
-17%
增持
SFLR
INNOVATOR ETFS TRUST
+$137.8K
27,860
+10%
增持
WMT
WALMART INC
+$137.5K
8,036
+9%
增持
MS
MORGAN STANLEY
+$132.5K
2,982
+21%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$130.3K
6,710
+12%
增持
ARP
ADVISORS INNER CIRCLE FD II
+$127.0K
79,154
+3%
增持
—
SILA REALTY TRUST INC
+$125.3K
29,082
+38%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$124.9K
9,284
-33%
增持
SHY
ISHARES TR
+$123.9K
4,479
+50%
增持
ADBE
ADOBE INC
+$119.4K
1,523
+24%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
-$118.2K
29,934
-15%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$117.5K
15,075
-12%
增持
PAYC
PAYCOM SOFTWARE INC
+$116.9K
1,506
+42%
减持
EQAL
INVESCO EXCH TRADED FD TR II
-$112.6K
7,174
-27%
减持
NVTS
NAVITAS SEMICONDUCTOR CORP
+$108.0K
24,368
-3%
减持
PG
PROCTER AND GAMBLE CO
-$101.6K
5,053
-5%
减持
GOOG
ALPHABET INC
+$93.9K
5,317
-2%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$86.7K
35,193
+19%
减持
XLB
SELECT SECTOR SPDR TR
-$85.4K
5,959
-16%
减持
SHOP
SHOPIFY INC
+$82.7K
5,650
-5%
增持
REZ
ISHARES TR
+$78.5K
4,201
+36%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$77.8K
1,337
+5%
减持
AHR
AMERICAN HEALTHCARE REIT INC
+$76.1K
12,828
-2%
减持
TLT
ISHARES TR
-$75.4K
8,156
-7%
增持
CAT
CATERPILLAR INC
+$70.6K
831
+9%
增持
GDX
VANECK ETF TRUST
+$62.7K
9,493
+1%
增持
GOOGL
ALPHABET INC
+$56.2K
1,477
+12%
减持
BBDC
BARINGS BDC INC
-$55.4K
12,125
-30%
减持
AZO
AUTOZONE INC
-$55.2K
321
-2%
减持
FIS
FIDELITY NATL INFORMATION SV
-$53.2K
2,764
-26%
增持
GILD
GILEAD SCIENCES INC
+$52.5K
4,227
+14%
减持
DIS
DISNEY WALT CO
+$49.7K
3,033
-8%
减持
—
CYBERARK SOFTWARE LTD
+$46.8K
777
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$45.4K
2,204
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$43.8K
1,480
+14%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$43.8K
28,452
-0%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$41.9K
17,860
+1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$39.9K
7,901
+1%
增持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$38.3K
10,839
+2%
增持
BAX
BAXTER INTL INC
+$37.6K
11,914
+26%
增持
MA
MASTERCARD INCORPORATED
+$36.1K
2,414
+0%
增持
—
EXXON MOBIL CORP
-$36.0K
4,720
+3%
减持
NICE
NICE LTD
-$34.4K
1,297
-21%
减持
PGR
PROGRESSIVE CORP
-$33.8K
1,566
-2%
增持
V
VISA INC
+$33.2K
4,413
+1%
增持
PEP
PEPSICO INC
-$32.9K
2,192
+2%
增持
ABT
ABBOTT LABS
+$31.9K
4,611
+3%
减持
—
ACCENTURE PLC IRELAND
-$30.3K
1,690
-2%
增持
XLSR
SSGA ACTIVE TR
+$28.5K
5,887
+1%
增持
—
AON PLC
-$28.5K
937
+3%
增持
FAST
FASTENAL CO
+$27.9K
7,966
+101%
减持
PM
PHILIP MORRIS INTL INC
-$27.6K
4,979
-15%
增持
TFC
TRUIST FINL CORP
+$27.6K
6,066
+7%
增持
JNJ
JOHNSON & JOHNSON
-$27.5K
2,192
+0%
