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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 27
增持 55
减持 45
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
MBSF
VALUED ADVISERS TR
+$4.9M
1,068,540
+22%
增持
HD
HOME DEPOT INC
+$2.5M
10,938
+106%
增持
AAPL
APPLE INC
+$2.4M
37,051
+8%
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
LST
MANAGED PORTFOLIO SERIES
+$2.3M
103,518
+113%
建仓
PCMM
BONDBLOXX ETF TRUST
+$2.1M
41,856
增持
UNH
UNITEDHEALTH GROUP INC
+$2.1M
7,694
+318%
增持
MBSX
ADVISOR MANAGED PORTFOLIOS
+$1.7M
274,118
+20%
增持
VOO
VANGUARD INDEX FDS
+$1.4M
3,949
+127%
增持
ARP
ADVISORS INNER CIRCLE FD II
+$1.4M
117,813
+49%
清仓
DBMF
LITMAN GREGORY FDS TR
-$1.3M
0
-100%
减持
CLOI
VANECK ETF TRUST
-$1.2M
16,669
-57%
建仓
BBBS
BONDBLOXX ETF TRUST
+$1.0M
20,106
减持
TSLA
TESLA INC
+$919.3K
8,490
-6%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$873.3K
69,521
+33%
增持
QLD
PROSHARES TR
+$870.9K
19,734
+26%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$762.6K
6,643
+87%
减持
FELG
FIDELITY COVINGTON TRUST
-$756.3K
64,460
-30%
建仓
AVGO
BROADCOM INC
+$754.2K
2,286
清仓
TLT
ISHARES TR
-$719.8K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$715.0K
0
-100%
清仓
SGOL
ETFS GOLD TR
-$705.2K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$675.8K
1,409
增持
COP
CONOCOPHILLIPS
+$640.1K
50,650
+10%
增持
NVDA
NVIDIA CORPORATION
+$608.0K
9,182
+31%
增持
OUNZ
VANECK MERK GOLD ETF
+$596.3K
71,904
+10%
建仓
IVV
ISHARES TR
+$576.3K
861
建仓
SMA
SMARTSTOP SELF STORAG REIT I
+$554.4K
14,729
增持
PAVE
GLOBAL X FDS
+$482.6K
20,389
+82%
增持
FDVV
FIDELITY COVINGTON TRUST
+$469.8K
58,944
+9%
增持
PIT
VANECK ETF TRUST
+$433.3K
30,076
+26%
增持
VBIL
VANGUARD INSTL INDEX FD
+$421.5K
9,873
+129%
清仓
BAX
BAXTER INTL INC
-$360.8K
0
-100%
清仓
QTWO
Q2 HLDGS INC
-$346.9K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$332.4K
3,393
清仓
WDAY
WORKDAY INC
-$332.2K
0
-100%
增持
AMGN
AMGEN INC
+$323.1K
11,675
+10%
清仓
—
CYBERARK SOFTWARE LTD
-$316.1K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$301.0K
5,793
+1%
增持
GDX
VANECK ETF TRUST
+$281.7K
10,156
+7%
增持
CLOB
VANECK ETF TRUST
+$279.0K
41,364
+15%
建仓
MU
MICRON TECHNOLOGY INC
+$275.2K
1,645
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$269.3K
682
-54%
建仓
SCHE
SCHWAB STRATEGIC TR
+$260.4K
7,802
清仓
XLU
SELECT SECTOR SPDR TR
-$254.9K
0
-100%
清仓
IT
GARTNER INC
-$251.4K
0
-100%
减持
ADBE
ADOBE INC
-$243.9K
979
-36%
建仓
FITB
FIFTH THIRD BANCORP
+$243.9K
5,474
建仓
SPEM
SPDR INDEX SHS FDS
+$243.6K
5,204
建仓
—
AMCOR PLC
+$243.2K
29,729
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$242.4K
4,058
建仓
SNPS
SYNOPSYS INC
+$242.3K
491
清仓
FUN
SIX FLAGS ENTERTAINMENT CORP
-$238.8K
0
-100%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$238.4K
4,051
减持
V
VISA INC
-$237.5K
3,894
-12%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$236.8K
5,135
清仓
KOF
COCA-COLA FEMSA SAB DE CV
-$236.3K
0
-100%
清仓
FISV
FISERV INC
-$233.8K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$232.4K
0
-100%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$229.0K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$228.7K
2,343
增持
TQQQ
PROSHARES TR
+$228.0K
7,663
+13%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$225.0K
0
-100%
建仓
—
MEDTRONIC PLC
+$221.6K
2,327
建仓
SPDW
SPDR INDEX SHS FDS
+$221.4K
5,175
清仓
NICE
NICE LTD
-$219.1K
0
-100%
清仓
BALL
BALL CORP
-$218.2K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$218.1K
0
-100%
增持
SHY
ISHARES TR
+$209.8K
7,003
+56%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$206.6K
24,610
-29%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$204.7K
5,225
建仓
UPS
UNITED PARCEL SERVICE INC
+$203.2K
2,433
建仓
SCHW
SCHWAB CHARLES CORP
+$202.9K
2,125
减持
ORCL
ORACLE CORP
+$201.3K
5,994
-12%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$200.3K
4,084
增持
EINC
VANECK ETF TRUST
+$196.2K
9,329
+26%
减持
NFLX
NETFLIX INC
-$183.1K
255
-30%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$175.5K
5,612
-40%
减持
NOW
SERVICENOW INC
-$171.7K
458
-21%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$168.1K
110,682
+35%
增持
XLE
SELECT SECTOR SPDR TR
+$166.9K
9,688
+18%
清仓
NVTS
NAVITAS SEMICONDUCTOR CORP
-$159.6K
0
-100%
减持
ABT
ABBOTT LABS
-$159.0K
3,495
-24%
减持
ABNB
AIRBNB INC
-$156.6K
1,907
-35%
减持
AVTR
AVANTOR INC
-$152.2K
12,493
-45%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$152.0K
21,842
-23%
增持
REZ
ISHARES TR
+$149.6K
5,831
+39%
减持
AMZN
AMAZON COM INC
-$148.8K
8,288
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$148.4K
470
-41%
增持
XLB
SELECT SECTOR SPDR TR
+$147.4K
7,483
+26%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$147.0K
36,800
+5%
减持
—
IREN LIMITED
+$143.1K
7,250
-46%
减持
CMI
CUMMINS INC
+$139.0K
1,910
-6%
减持
PM
PHILIP MORRIS INTL INC
-$137.0K
4,746
-5%
建仓
—
PROSHARES TR II
+$133.7K
12,809
减持
PAYC
PAYCOM SOFTWARE INC
-$133.3K
1,034
-31%
减持
GOOG
ALPHABET INC
+$126.7K
4,393
-17%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$123.3K
74,038
+7%
增持
NLR
VANECK ETF TRUST
+$111.5K
2,464
+23%
增持
PGR
PROGRESSIVE CORP
+$111.3K
2,143
+37%
增持
IWF
ISHARES TR
+$107.1K
2,385
+0%
增持
SPYD
SPDR SERIES TRUST
+$104.2K
49,331
+1%
增持
JNJ
JOHNSON & JOHNSON
+$104.1K
2,367
+8%
增持
CAT
CATERPILLAR INC
+$100.2K
886
+7%
减持
—
ACCENTURE PLC IRELAND
-$99.5K
1,645
-3%
增持
MSFT
MICROSOFT CORP
+$99.2K
4,250
+1%
建仓
—
XAI OCTAGN FLT RAT & ALT INM
+$96.3K
18,172
增持
—
EXXON MOBIL CORP
+$91.6K
5,325
+13%
减持
SSO
PROSHARES TR
-$85.2K
2,736
-32%
增持
DDM
PROSHARES TR
+$83.0K
3,226
+20%
增持
BIL
SPDR SERIES TRUST
+$81.7K
18,277
+5%
增持
SPEU
SPDR INDEX SHS FDS
+$79.0K
8,330
+20%
增持
AMLP
ALPS ETF TR
+$76.0K
7,648
+32%
减持
—
SILA REALTY TRUST INC
-$73.4K
24,500
-16%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$72.4K
17,265
+15%
减持
ROST
ROSS STORES INC
+$72.1K
6,185
-9%
清仓
—
MDXHEALTH SA
-$72.0K
0
-100%
增持
FENY
FIDELITY COVINGTON TRUST
+$69.9K
22,310
+9%
减持
DLTR
DOLLAR TREE INC
-$69.1K
2,465
-19%
增持
TJX
TJX COS INC NEW
+$68.6K
2,132
+10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$68.4K
8,062
+22%
增持
ABEQ
UNIFIED SER TR
+$67.4K
18,976
+5%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$67.2K
9,619
-25%
减持
DPZ
DOMINOS PIZZA INC
-$66.3K
1,054
-9%
减持
DIS
DISNEY WALT CO
-$66.3K
2,706
-11%
减持
EQAL
INVESCO EXCH TRADED FD TR II
-$65.9K
5,526
-23%
建仓
BMBL
BUMBLE INC
+$65.4K
10,733
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$65.1K
6,402
-19%
减持
MA
MASTERCARD INCORPORATED
-$64.2K
2,272
-6%
建仓
—
ARDAGH METAL PACKAGING S A
+$63.5K
15,923
增持
SWK
STANLEY BLACK & DECKER INC
+$63.5K
4,177
+15%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$63.1K
6,662
-8%
减持
QFLR
INNOVATOR ETFS TRUST
+$62.0K
18,901
-0%
清仓
BLND
BLEND LABS INC
-$60.5K
0
-100%
增持
PFE
PFIZER INC
+$59.8K
11,173
+20%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
+$58.9K
29,819
-0%
减持
ZTS
ZOETIS INC
-$56.1K
3,736
-3%
增持
TFC
TRUIST FINL CORP
+$54.8K
6,903
+14%
增持
CVX
CHEVRON CORP NEW
+$54.4K
2,792
+5%
减持
DNOV
FIRST TR EXCHNG TRADED FD VI
+$53.7K
26,796
-0%
减持
SFLR
INNOVATOR ETFS TRUST
+$52.8K
27,424
-2%
减持
AZO
AUTOZONE INC
+$52.5K
290
-10%
增持
SCHG
SCHWAB STRATEGIC TR
+$50.1K
14,669
+3%
减持
FAST
FASTENAL CO
-$49.6K
5,811
-27%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$47.0K
4,526
-18%
减持
MCO
MOODYS CORP
-$46.5K
795
-6%
增持
DUK
DUKE ENERGY CORP NEW
+$46.2K
2,532
+12%
清仓
CRDF
CARDIFF ONCOLOGY INC
-$44.1K
0
-100%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$43.9K
18,307
+3%
减持
STRA
STRATEGIC ED INC
-$43.1K
2,735
-16%
减持
WMT
WALMART INC
+$41.1K
8,023
-0%
