LongView Wealth Management
CIK 1990190 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $389.8M
- Posisi
- 227
- Per tanggal
- 30 Juni 2026
#4.081 dari 8.643 berdasarkan nilai 13F · top 47.2%
Nilai portofolio QoQ: -2.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 33,89%
- Bobot 25 kepemilikan teratas
- 54,37%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 58,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 6,94% Perkiraan pembelian $27.337.558 · penjualan $42.055.778
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 77,5% masih dipegang
- Posisi baru
- 14
- Meningkat
- 83
- Menurun
- 116
- Tertutup
- 34
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
6,4%
Retail
4,6%
Consumer Discretionary
2,5%
Healthcare
1,5%
Financials
1,2%
Industrials
1,0%
Consumer Staples
0,9%
Communication Services
0,9%
Energy
0,9%
Utilities
0,8%
Logistics & Transportation
0,5%
Consumer products
0,5%
Real Estate
0,5%
Financial Services
0,3%
Materials
0,2%
Packaging
0,2%
Communications
0,1%
Telecommunication
0,1%
Lainnya/Tidak terpetakan
76,7%
Portofolio lengkap 227 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHD | $19.969.836 | 5,12% | 629.765 | $-403.235 | Turun ×4 | ||
| ILCG | $15.044.324 | 3,86% | 128.562 | $714.179 | Turun ×3 | ||
| AAPL Apple Inc. - Common Stock | $14.970.730 | 3,84% | 51.737 | $1.132.972 | Turun ×2 | ||
| FBND | $14.085.830 | 3,61% | 309.647 | $299.430 | Naik ×6 | ||
| CGGR | $12.708.975 | 3,26% | 269.258 | $880.253 | Turun ×1 | ||
| SCHX | $12.308.849 | 3,16% | 418.242 | $865.348 | Naik ×1 | ||
| CGDV | $12.004.021 | 3,08% | 243.588 | $286.613 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $11.573.338 | 2,97% | 32.815 | $825.950 | Naik ×1 | ||
| CGBL | $10.494.817 | 2,69% | 276.470 | $875.724 | Naik ×6 | ||
| VOO | $8.951.646 | 2,30% | 13.034 | $1.330.042 | Naik ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $8.616.068 | 2,21% | 11.700 | $1.360.155 | Naik ×1 | ||
| VUG | $7.962.363 | 2,04% | 92.435 | $571.896 | Naik ×1 | ||
| GPC Genuine Parts Company Common Stock | $7.759.624 | 1,99% | 65.771 | $531.427 | |||
| SCHY | $6.578.016 | 1,69% | 207.312 | $24.477 | Naik ×2 | ||
| SCHG | $5.178.149 | 1,33% | 153.019 | $679.890 | Naik ×4 | ||
| VO | $4.969.873 | 1,27% | 61.684 | $424.176 | Naik ×1 | ||
| VT | $4.872.254 | 1,25% | 31.043 | $294.656 | Naik ×6 | ||
| CGDG | $4.533.043 | 1,16% | 120.849 | $171.794 | Naik ×6 | ||
| VB | $4.508.198 | 1,16% | 14.873 | $73.135 | Turun ×2 | ||
| IQLT | $4.390.845 | 1,13% | 88.614 | $-1.286.434 | Turun ×3 | ||
| CGMS | $4.379.223 | 1,12% | 160.235 | $687.087 | Naik ×6 | ||
| CGGE | $4.364.213 | 1,12% | 123.843 | $236.231 | Turun ×1 | ||
| VTI | $4.073.173 | 1,04% | 11.007 | $381.252 | Naik ×6 | ||
| JEPI | $3.904.562 | 1,00% | 69.132 | $366.228 | Naik ×6 | ||
| CGMU | $3.744.374 | 0,96% | 136.308 | $-57.786 | Turun ×1 | ||
| VTV | $3.691.481 | 0,95% | 16.939 | $188.951 | Turun ×5 | ||
| CGGO | $3.594.992 | 0,92% | 84.928 | $440.936 | Turun ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $3.555.062 | 0,91% | 17.767 | $-286.084 | Turun ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3.516.945 | 0,90% | 14.756 | $-685.018 | Turun ×2 | ||
| AFL AFLAC Incorporated Common Stock | $3.405.443 | 0,87% | 29.044 | $81.104 | Turun ×2 | ||
| JNJ Johnson & Johnson Common Stock | $3.191.964 | 0,82% | 12.568 | $165.861 | Turun ×2 | ||
| IYW | $3.155.134 | 0,81% | 12.509 | $594.537 | Turun ×3 | ||
| FNDF | $2.932.606 | 0,75% | 55.584 | $-1.497.953 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2.852.798 | 0,73% | 7.648 | $-625.873 | Turun ×2 | ||
| IVV | $2.815.513 | 0,72% | 3.760 | $190.546 | Turun ×1 | ||
| CGCB | $2.809.308 | 0,72% | 107.307 | $267.162 | Naik ×6 | ||
| KO Coca-Cola Company (The) Common Stock | $2.773.689 | 0,71% | 34.129 | $-951.780 | Turun ×2 | ||
| EPS | $2.749.883 | 0,71% | 35.350 | $365.358 | Naik ×2 | ||
| UTG | $2.742.000 | 0,70% | 67.338 | $-77.162 | Turun ×1 | ||
| CGUS | $2.705.054 | 0,69% | 60.815 | $-174.169 | Turun ×2 | ||
| AGG | $2.556.733 | 0,66% | 25.831 | $166.712 | Naik ×6 | ||
| VEA | $2.556.345 | 0,66% | 35.879 | $26.458 | Turun ×1 | ||
| FMDE | $2.530.828 | 0,65% | 62.366 | $-1.563.743 | Turun ×2 | ||
| CGCP | $2.442.257 | 0,63% | 109.567 | $-232.482 | Turun ×1 | ||
| ICSH | $2.308.505 | 0,59% | 45.641 | $-1.862.145 | Turun ×2 | ||
| IVW | $2.107.647 | 0,54% | 15.325 | $230.851 | Naik ×3 | ||
| SO Southern Company (The) Common Stock | $2.033.561 | 0,52% | 21.247 | $-965.223 | Turun ×6 | ||
| IUSB iShares Core Universal USD Bond ETF | $2.028.814 | 0,52% | 43.961 | $668.593 | Naik ×3 | ||
| BRKB | $1.943.014 | 0,50% | 3.883 | $-618.988 | Turun ×2 | ||
| FESM | $1.791.240 | 0,46% | 37.093 | $430.102 | Naik ×2 | ||
| WMT Walmart Inc. - Common Stock | $1.788.646 | 0,46% | 15.792 | $-184.833 | Naik ×1 | ||
| VYM | $1.785.389 | 0,46% | 11.298 | $73.171 | Naik ×6 | ||
| GOVT | $1.772.147 | 0,45% | 77.794 | $333.054 | Naik ×3 | ||
| UPS United Parcel Service, Inc. Common Stock | $1.758.270 | 0,45% | 16.356 | $36.457 | Turun ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1.711.575 | 0,44% | 6.802 | $54.615 | Turun ×1 | ||
| BDYN iShares Dynamic Equity Active ETF | $1.607.522 | 0,41% | 57.950 | $207.412 | Naik ×3 | ||
| REZ | $1.565.382 | 0,40% | 16.532 | $345.370 | Naik ×2 | ||
| IEFA | $1.554.874 | 0,40% | 16.099 | $-157.745 | Turun ×1 | ||
| IDMO | $1.537.638 | 0,39% | 25.504 | $227.794 | Naik ×2 | ||
| CGMM | $1.508.872 | 0,39% | 45.765 | $122.676 | Naik ×4 | ||
| FELC | $1.477.415 | 0,38% | 35.252 | $444.361 | Naik ×1 | ||
| INMU | $1.446.173 | 0,37% | 59.636 | $26.142 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.399.407 | 0,36% | 3.961 | $-47.532 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.373.925 | 0,35% | 3.845 | $-72.122 | Turun ×1 | ||
| SPYM | $1.362.294 | 0,35% | 15.502 | $353.175 | Naik ×3 | ||
| VWO | $1.353.125 | 0,35% | 22.669 | $30.180 | Turun ×1 | ||
| BNDX Vanguard Total International Bond ETF | $1.338.632 | 0,34% | 27.641 | $-40.526 | Turun ×1 | ||
| MGC | $1.310.756 | 0,34% | 4.790 | $97.719 | |||
| CGIC | $1.305.855 | 0,34% | 35.885 | $941.089 | Naik ×1 | ||
| CGNG | $1.280.885 | 0,33% | 34.193 | $-124.474 | Turun ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.277.250 | 0,33% | 9.342 | $-1.232.440 | Turun ×6 | ||
| BDVL iShares Disciplined Volatility Equity Active ETF | $1.245.931 | 0,32% | 47.957 | $148.635 | Naik ×3 | ||
| XLI XLI | $1.220.473 | 0,31% | 6.589 | $56.123 | Turun ×1 | ||
| BSV | $1.181.597 | 0,30% | 15.166 | $-62.631 | Turun ×6 | ||
| MGK | $1.166.566 | 0,30% | 13.270 | $12.170 | Naik ×1 | ||
| IWF | $1.144.052 | 0,29% | 9.214 | $-78.842 | Naik ×6 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $1.132.200 | 0,29% | 14.876 | $291.322 | Naik ×6 | ||
| MUB | $1.109.271 | 0,28% | 10.307 | $-110.698 | Turun ×2 | ||
| DGRO | $1.092.456 | 0,28% | 14.414 | $-554 | Turun ×1 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $1.091.411 | 0,28% | 11.266 | $18.075 | Naik ×1 | ||
| HDV | $1.079.418 | 0,28% | 39.380 | $36.661 | Naik ×5 | ||
| MTUM | $1.049.776 | 0,27% | 3.062 | $365.516 | Naik ×1 | ||
| VIG | $1.049.630 | 0,27% | 4.436 | $-10.347 | Turun ×1 | ||
| CGSD | $1.030.315 | 0,26% | 40.043 | $59.684 | Naik ×2 | ||
| WELL Welltower Inc. Common Stock | $1.030.275 | 0,26% | 4.539 | $49.798 | Turun ×3 | ||
| FLDR | $1.008.660 | 0,26% | 20.129 | $-4.296 | Turun ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $990.860 | 0,25% | 7.828 | $-22.698 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $972.045 | 0,25% | 842 | $608.319 | Naik ×2 | ||
| FDVV | $945.497 | 0,24% | 15.682 | $-501.728 | Turun ×1 | ||
| IWD | $944.063 | 0,24% | 3.894 | $39.457 | Turun ×2 | ||
| FEGE First Eagle Global Equity ETF | $920.136 | 0,24% | 18.809 | $-14.771 | Turun ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $920.034 | 0,24% | 6.274 | $17.267 | Naik ×1 | ||
| AXP American Express Company Common Stock | $877.153 | 0,23% | 2.593 | $-12.045 | Turun ×3 | ||
| FNDE | $862.121 | 0,22% | 21.727 | $149.241 | Naik ×2 | ||
| IVE | $842.706 | 0,22% | 3.711 | $-65.978 | Turun ×2 | ||
| USMV | $834.530 | 0,21% | 8.652 | $16.065 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $819.717 | 0,21% | 876 | $-23.854 | Naik ×1 | ||
| SCHP | $800.408 | 0,21% | 30.204 | $-281.921 | Turun ×5 | ||
| MBB iShares MBS ETF | $786.743 | 0,20% | 8.324 | $-157.069 | Turun ×1 | ||
| DLR Digital Realty Trust, Inc. Common Stock | $784.041 | 0,20% | 4.366 | $-68.774 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| FBND | $14.085.830 | 3,61% | naik ×6 |
| CGBL | $10.494.817 | 2,69% | naik ×6 |
| VOO | $8.951.646 | 2,30% | naik ×6 |
| SCHG | $5.178.149 | 1,33% | naik ×4 |
| VT | $4.872.254 | 1,25% | naik ×6 |
| CGDG | $4.533.043 | 1,16% | naik ×6 |
| CGMS | $4.379.223 | 1,12% | naik ×6 |
| VTI | $4.073.173 | 1,04% | naik ×6 |
| JEPI | $3.904.562 | 1,00% | naik ×6 |
| CGCB | $2.809.308 | 0,72% | naik ×6 |
| AGG | $2.556.733 | 0,66% | naik ×6 |
| IVW | $2.107.647 | 0,54% | naik ×3 |
| IUSB | $2.028.814 | 0,52% | naik ×3 |
| VYM | $1.785.389 | 0,46% | naik ×6 |
| GOVT | $1.772.147 | 0,45% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| CGHY | $365.487 | 14.429 | 0,09% |
| SPHQ | $354.273 | 3.932 | 0,09% |
| CORO | $288.701 | 7.888 | 0,07% |
| XLE | $283.803 | 5.344 | 0,07% |
| Penerbit tidak dikenal (CUSIP: 09290C590) | $282.388 | 11.023 | 0,07% |
| SDY | $276.207 | 1.815 | 0,07% |
| FELG | $270.551 | 6.184 | 0,07% |
| IALT | $269.084 | 9.593 | 0,07% |
| IEF | $257.987 | 2.728 | 0,07% |
| GGOV | $254.669 | 5.064 | 0,07% |
| LLY | $213.213 | 178 | 0,05% |
| GEV | $210.545 | 179 | 0,05% |
| KLAC | $208.877 | 692 | 0,05% |
| FBNC | $205.303 | 3.211 | 0,05% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| ICSH | Dipangkas | -37K | -$1.9M |
| FMDE | Dipangkas | -46K | -$1.6M |
| FNDF | Dipangkas | -30K | -$1.5M |
| QQQ | Beli lebih banyak | +157 | +$1.4M |
| VOO | Beli lebih banyak | +1K | +$1.3M |
| IQLT | Dipangkas | -26K | -$1.3M |
| XOM | Dipangkas | -7K | -$1.2M |
| GARP | Dipangkas | -18K | -$1.2M |
| FENI | Dipangkas | -30K | -$1.2M |
| AAPL | Dipangkas | -2K | +$1.1M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| EIPI | 30 Juni 2026 | 106.599 | $2.368.625 | Tidak lagi dilacak |
| SUB | 30 Juni 2025 | 15.608 | $1.648.167 | Tidak lagi dilacak |
| GMED | 30 Juni 2026 | 10.500 | $996.870 | 11,7% |
| KEYS | 31 Maret 2026 | 3.224 | $672.946 | 14,9% |
| D | 31 Maret 2026 | 11.169 | $652.152 | 11,5% |
| A | 31 Maret 2026 | 4.327 | $640.353 | 35,5% |
| SMMU | 30 Juni 2026 | 12.154 | $613.655 | Tidak lagi dilacak |
| STIP | 30 Juni 2026 | 5.642 | $584.793 | Tidak lagi dilacak |
| IMCG | 31 Maret 2025 | 7.603 | $574.255 | Tidak lagi dilacak |
| BPRE | 30 Juni 2026 | 30.776 | $511.494 | -7,2% |
| LLY | 31 Maret 2026 | 461 | $498.219 | 40,0% |
| IWP | 30 Juni 2026 | 3.702 | $497.868 | Tidak lagi dilacak |
| SCHZ | 30 Juni 2026 | 19.753 | $460.840 | Tidak lagi dilacak |
| WFC | 31 Maret 2025 | 6.082 | $427.213 | 21,4% |
| RF | 31 Maret 2025 | 18.150 | $426.890 | 45,4% |
| VTEB | 30 Juni 2026 | 8.429 | $424.316 | Tidak lagi dilacak |
| XLRE | 30 Juni 2026 | 9.050 | $393.024 | Tidak lagi dilacak |
| IHDG | 30 Juni 2026 | 7.500 | $381.225 | Tidak lagi dilacak |
| AEE | 31 Maret 2026 | 3.713 | $372.028 | 0,5% |
| BSCR | 30 Juni 2026 | 18.700 | $368.016 | |
| CGIE | 30 Juni 2025 | 12.260 | $359.467 | Tidak lagi dilacak |
| ELV | 31 Maret 2026 | 930 | $348.563 | 36,8% |
| BLV | 31 Des. 2025 | 4.730 | $335.128 | Tidak lagi dilacak |
| VOE | 30 Juni 2026 | 1.751 | $333.741 | Tidak lagi dilacak |
| CGXU | 30 Juni 2026 | 10.285 | $329.521 | Tidak lagi dilacak |
| UNH | 31 Maret 2026 | 956 | $325.618 | 45,9% |
| BEPC | 30 Juni 2026 | 7.641 | $324.989 | -8,7% |
| VGT | 30 Juni 2026 | 415 | $319.665 | Tidak lagi dilacak |
| IUSV | 30 Juni 2026 | 3.004 | $316.772 | |
| AZO | 31 Maret 2026 | 88 | $310.024 | -7,1% |
| SCHW | 30 Sep. 2025 | 3.309 | $301.881 | 17,2% |
| TYG | 31 Maret 2025 | 6.990 | $293.586 | 3,4% |
| DFAT | 30 Juni 2026 | 4.500 | $292.950 | Tidak lagi dilacak |
| VIGI | 30 Juni 2026 | 3.097 | $286.039 | |
| IAU | 31 Maret 2026 | 3.239 | $280.141 | Tidak lagi dilacak |
| BAC | 30 Juni 2026 | 5.208 | $277.859 | 12,4% |
| MSTR | 30 Juni 2026 | 2.020 | $277.568 | 11,8% |
| ALLE | 31 Maret 2026 | 1.700 | $274.482 | 13,2% |
| VOOG | 31 Maret 2026 | 608 | $274.384 | Tidak lagi dilacak |
| SPTL | 30 Juni 2025 | 10.042 | $273.743 | Tidak lagi dilacak |
| HIMU | 30 Juni 2025 | 5.493 | $272.058 | Tidak lagi dilacak |
| DIS | 30 Juni 2026 | 2.638 | $270.670 | 10,5% |
| SDY | 31 Maret 2026 | 1.862 | $267.832 | Tidak lagi dilacak |
| EOG | 31 Maret 2026 | 2.446 | $257.945 | 4,1% |
| TCAF | 30 Juni 2026 | 6.700 | $256.275 | Tidak lagi dilacak |
| GSLC | 30 Sep. 2025 | 2.030 | $246.401 | Tidak lagi dilacak |
| NEAR | 30 Juni 2026 | 4.786 | $243.512 | Tidak lagi dilacak |
| TMO | 30 Juni 2025 | 476 | $236.820 | 51,7% |
| VDE | 30 Juni 2025 | 1.807 | $234.386 | Tidak lagi dilacak |
| LMT | 30 Juni 2026 | 378 | $231.091 | 18,5% |
| ESML | 30 Juni 2026 | 4.600 | $231.058 | Tidak lagi dilacak |
| NEE | 31 Maret 2026 | 2.777 | $225.285 | -6,9% |
| FBTC | 31 Maret 2026 | 2.821 | $224.805 | Tidak lagi dilacak |
| TSCO | 30 Juni 2026 | 4.962 | $223.389 | 12,9% |
| XAR | 31 Maret 2026 | 783 | $219.848 | Tidak lagi dilacak |
| CAT | 31 Maret 2025 | 602 | $218.272 | 145,4% |
| BP | 30 Juni 2026 | 4.694 | $216.715 | 19,2% |
| AVDV | 30 Juni 2025 | 3.099 | $216.124 | Tidak lagi dilacak |
| AMD | 31 Maret 2025 | 1.784 | $215.489 | 351,9% |
| HPQ | 31 Maret 2025 | 6.592 | $215.103 | 9,6% |
| IAGG | 30 Juni 2026 | 4.285 | $214.457 | Tidak lagi dilacak |
| AJG | 30 Juni 2026 | 967 | $212.578 | 11,4% |
| CMCSA | 31 Maret 2026 | 7.182 | $208.710 | -6,8% |
| GD | 31 Maret 2026 | 575 | $207.541 | 15,2% |
| HEFA | 30 Juni 2025 | 5.709 | $207.176 | Tidak lagi dilacak |
| PPA | 30 Juni 2026 | 1.161 | $206.252 | Tidak lagi dilacak |
| XLK | 31 Maret 2025 | 887 | $206.183 | Tidak lagi dilacak |
| LVHI | 31 Maret 2025 | 6.723 | $205.173 | Tidak lagi dilacak |
| CGSM | 31 Maret 2026 | 7.700 | $203.742 | Tidak lagi dilacak |
| MA | 30 Juni 2026 | 396 | $203.211 | 13,2% |
| ESGV | 31 Maret 2025 | 1.932 | $202.647 | Tidak lagi dilacak |
| GLW | 31 Des. 2025 | 2.461 | $201.905 | 74,6% |
| RF | 30 Juni 2026 | 7.254 | $201.300 | 4,6% |
| VMBS | 30 Juni 2026 | 4.251 | $200.726 | |
| ES | 31 Maret 2025 | 3.493 | $200.628 | 16,5% |
| DNP | 30 Juni 2026 | 14.969 | $156.875 | 1,7% |
| BSM | 31 Maret 2026 | 10.440 | $146.477 | -3,2% |