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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 27
增持 47
减持 51
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
MBSF
VALUED ADVISERS TR
-$3.1M
987,316
-10%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.8M
46,486
-44%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$1.6M
22,781
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
VBIL
VANGUARD INSTL INDEX FD
+$1.5M
23,028
+554%
减持
AMGN
AMGEN INC
-$1.4M
7,860
-38%
减持
XJQCX
NUVEEN CR STRATEGIES INCOME
-$1.3M
151,238
-63%
减持
HD
HOME DEPOT INC
-$1.2M
11,073
-22%
清仓
—
TIDAL TRUST I
-$1.2M
0
-100%
清仓
CLIP
GLOBAL X FDS
-$1.1M
0
-100%
增持
—
EXXON MOBIL CORP
+$1.0M
11,507
+49%
建仓
UYLD
ANGEL OAK FUNDS TRUST
+$946.8K
18,552
清仓
BOTZ
GLOBAL X FDS
-$944.3K
0
-100%
增持
KKR
KKR & CO INC
+$860.5K
36,761
+85%
建仓
ACYN
FIRST TR EXCHANGE-TRADED FD
+$822.4K
40,352
清仓
PCMM
BONDBLOXX ETF TRUST
-$816.8K
0
-100%
减持
CLOB
VANECK ETF TRUST
-$799.4K
14,244
-52%
增持
MBSX
ADVISOR MANAGED PORTFOLIOS
+$739.4K
299,717
+3%
减持
MSFT
MICROSOFT CORP
-$692.8K
4,014
-11%
减持
QLD
PROSHARES TR
-$680.7K
21,717
-24%
减持
AMZN
AMAZON COM INC
-$610.5K
5,945
-26%
清仓
DDM
PROSHARES TR
-$578.8K
0
-100%
增持
RAAX
VANECK ETF TRUST
+$551.6K
77,570
+4%
减持
FDVV
FIDELITY COVINGTON TRUST
-$513.6K
53,925
-12%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$508.2K
32,663
+88%
减持
ORCL
ORACLE CORP
-$493.1K
4,767
-22%
减持
SPYD
SPDR SERIES TRUST
-$475.5K
36,602
-26%
增持
TSLA
TESLA INC
+$473.4K
13,187
+34%
增持
XXV
SIMPLIFY EXCHANGE TRADED FUN
+$472.2K
71,008
+59%
清仓
BBBS
BONDBLOXX ETF TRUST
-$431.9K
0
-100%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$414.9K
5,056
-6%
建仓
—
AMCOR PLC
+$390.3K
9,820
建仓
CL
COLGATE PALMOLIVE CO
+$386.7K
4,537
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$384.0K
23,117
减持
COP
CONOCOPHILLIPS
+$381.7K
49,443
-25%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$355.4K
431,855
+47%
清仓
ABT
ABBOTT LABS
-$347.7K
0
-100%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$344.0K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$340.5K
4,660
+14%
清仓
ADBE
ADOBE INC
-$340.2K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$338.3K
6,980
+35%
建仓
VYM
VANGUARD WHITEHALL FDS
+$336.3K
2,271
建仓
CSGP
COSTAR GROUP INC
+$323.2K
8,012
建仓
ETR
ENTERGY CORP NEW
+$322.6K
2,871
建仓
GBIL
GOLDMAN SACHS ETF TR
+$316.9K
3,163
清仓
—
AMCOR PLC
-$310.1K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$296.5K
0
-100%
建仓
—
ASML HLDG NV
+$293.2K
222
增持
LST
MANAGED PORTFOLIO SERIES
+$292.9K
119,408
+6%
减持
MA
MASTERCARD INCORPORATED
-$292.6K
2,121
-10%
减持
V
VISA INC
-$288.4K
3,627
-8%
建仓
BKLC
BNY MELLON ETF TRUST
+$275.3K
2,206
清仓
ISRG
INTUITIVE SURGICAL INC
-$273.6K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$273.3K
9,971
+11%
清仓
—
EATON CORP PLC
-$269.1K
0
-100%
增持
IAUX
I-80 GOLD CORP
+$264.6K
956,500
+17%
增持
OUNZ
VANECK MERK GOLD ETF
+$264.0K
39,318
+8%
清仓
ABNB
AIRBNB INC
-$261.3K
0
-100%
清仓
—
IREN LIMITED
-$260.8K
0
-100%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$253.0K
8,677
-38%
减持
GDX
VANECK ETF TRUST
-$252.0K
5,954
-36%
建仓
LSTR
LANDSTAR SYS INC
+$251.7K
1,570
建仓
HPQ
HP INC
+$245.8K
12,798
减持
CAT
CATERPILLAR INC
-$243.8K
454
-54%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$232.1K
11,364
清仓
SNPS
SYNOPSYS INC
-$230.2K
0
-100%
增持
FENY
FIDELITY COVINGTON TRUST
+$227.8K
22,211
+4%
增持
DFEB
FIRST TR EXCHNG TRADED FD VI
+$225.1K
12,177
+65%
减持
LLY
ELI LILLY & CO
-$222.7K
695
-13%
减持
TQQQ
PROSHARES TR
-$222.2K
9,675
-18%
建仓
VVV
VALVOLINE INC
+$221.2K
6,567
清仓
SPYG
SPDR SERIES TRUST
-$219.7K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$219.3K
0
-100%
清仓
REZ
ISHARES TR
-$219.1K
0
-100%
减持
GOOG
ALPHABET INC
-$216.6K
3,953
-8%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$214.0K
3,007
增持
VOO
VANGUARD INDEX FDS
+$213.6K
3,570
+17%
建仓
URI
UNITED RENTALS INC
+$213.5K
293
清仓
SCHW
SCHWAB CHARLES CORP
-$213.1K
0
-100%
清仓
OXLC
OXFORD LANE CAP CORP
-$210.8K
0
-100%
建仓
RTO
RENTOKIL INITIAL PLC
+$209.8K
6,665
建仓
HAP
VANECK ETF TRUST
+$208.6K
2,879
清仓
ECC
EAGLE POINT CREDIT COMPANY I
-$208.5K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$203.8K
4,050
增持
LNG
CHENIERE ENERGY INC
+$200.3K
1,745
+15%
减持
CMI
CUMMINS INC
-$199.0K
929
-32%
减持
PIT
VANECK ETF TRUST
+$198.3K
15,430
-11%
减持
SHOP
SHOPIFY INC
-$196.4K
3,958
-4%
增持
CLOI
VANECK ETF TRUST
+$172.6K
18,171
+22%
减持
SGOL
ETFS GOLD TR
-$172.3K
9,147
-35%
增持
ARP
ADVISORS INNER CIRCLE FD II
+$170.1K
118,161
+1%
减持
AVGO
BROADCOM INC
-$168.9K
3,737
-2%
增持
AAPL
APPLE INC
-$162.1K
25,446
+4%
增持
EPM
EVOLUTION PETE CORP
+$159.3K
95,300
+22%
减持
SMA
SMARTSTOP SELF STORAG REIT I
-$156.7K
9,590
-34%
减持
—
ACCENTURE PLC IRELAND
-$154.6K
1,572
-10%
增持
JNJ
JOHNSON & JOHNSON
+$151.3K
2,914
+7%
减持
CCJ
CAMECO CORP
-$147.7K
2,140
-48%
增持
AMLP
ALPS ETF TR
+$146.1K
9,504
+26%
增持
FBCG
FIDELITY COVINGTON TRUST
+$145.4K
9,330
+59%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$144.5K
6,031
+18%
减持
AGNC
AGNC INVT CORP
-$144.1K
28,564
-29%
增持
SPYM
SPDR SERIES TRUST
+$137.3K
5,118
+61%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$130.3K
6,371
+2%
建仓
ARCT
ARCTURUS THERAPEUTICS HLDGS
+$130.1K
16,857
增持
—
MEDTRONIC PLC
+$128.5K
4,089
+74%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$127.8K
2,650
+33%
减持
PGR
PROGRESSIVE CORP
-$127.2K
3,395
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$126.8K
73,988
-14%
增持
DJAN
FIRST TR EXCHNG TRADED FD VI
+$126.7K
8,507
+57%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
-$121.2K
30,651
-17%
增持
DUK
DUKE ENERGY CORP NEW
+$120.6K
3,808
+18%
增持
PFE
PFIZER INC
+$120.6K
16,262
+21%
建仓
ACRE
ARES COML REAL ESTATE CORP
+$119.1K
24,816
减持
ROST
ROSS STORES INC
-$118.1K
2,752
-31%
清仓
AVTR
AVANTOR INC
-$116.9K
0
-100%
建仓
VOXR
VOX ROYALTY CORP
+$114.2K
21,800
减持
SSO
PROSHARES TR
-$113.5K
4,573
-24%
减持
T
AT&T INC
+$113.0K
27,560
-0%
增持
KO
COCA COLA CO
+$111.4K
6,870
+17%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$108.2K
2,133
+6%
建仓
TNYA
TENAYA THERAPEUTICS INC
+$106.0K
153,137
减持
IDXX
IDEXX LABS INC
-$105.7K
420
-17%
建仓
OPRT
OPORTUN FINL CORP
+$101.8K
22,093
增持
GILD
GILEAD SCIENCES INC
+$98.9K
5,121
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$98.9K
4,149
+43%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$98.4K
19,000
-2%
减持
CVE
CENOVUS ENERGY INC
+$91.0K
10,000
-3%
增持
WMB
WILLIAMS COS INC
+$90.2K
5,210
+8%
增持
GLD
SPDR GOLD TR
+$89.6K
1,623
+6%
清仓
—
XAI OCTAGN FLT RAT & ALT INM
-$89.1K
0
-100%
减持
DPZ
DOMINOS PIZZA INC
-$86.6K
1,062
-5%
增持
ACI
ALBERTSONS COS INC
+$86.2K
76,900
+8%
减持
MSCI
MSCI INC
-$85.8K
570
-17%
减持
ZTS
ZOETIS INC
-$84.8K
3,098
-14%
减持
MCO
MOODYS CORP
-$83.4K
796
-6%
增持
PG
PROCTER & GAMBLE CO
+$82.0K
6,220
+9%
增持
META
META PLATFORMS INC
+$79.2K
863
+37%
减持
—
AON PLC
-$78.7K
751
-17%
增持
NVDA
NVIDIA CORPORATION
-$76.9K
9,897
+2%
减持
VUG
VANGUARD INDEX FDS
-$76.7K
1,445
-0%
增持
FELG
FIDELITY COVINGTON TRUST
+$75.0K
66,793
+15%
建仓
TIGR
UP FINTECH HLDG LTD
+$74.0K
11,753
增持
HRL
HORMEL FOODS CORP
+$73.7K
15,190
+33%
减持
BIL
SPDR SERIES TRUST
-$73.5K
12,651
-6%
减持
SHY
ISHARES TR
-$72.4K
5,583
-13%
减持
IVV
ISHARES TR
-$70.1K
805
-7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$68.5K
660
-3%
清仓
—
ARDAGH METAL PACKAGING S A
-$68.3K
0
-100%
减持
DIS
DISNEY WALT CO
-$66.0K
2,507
-7%
增持
DX
DYNEX CAP INC
+$63.3K
39,000
+26%
