UNIONVIEW, LLC
CIK 1908167 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $136.4M
- 持仓
- 91
- 截至
- 2024年12月31日 数据截至 Q4 2024
按 13F 价值排名第 7679（共 9443） · 前 81.3%
- 前十大持仓权重
- 57.29%
- 前二十五大持仓权重
- 79.44%
- 持仓高于 1%
- 20
- 有效持仓数量
- 25.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 91
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
Technology
15.4%
Retail
4.1%
Healthcare
2.4%
Communication Services
2.4%
Financials
1.4%
Consumer products
1.1%
Consumer Discretionary
1.1%
Industrials
0.8%
Energy
0.7%
Financial Services
0.5%
Communications
0.4%
Consumer Staples
0.2%
Utilities
0.2%
其他/未映射
69.2%
完整投资组合 91 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $11111789 | 8.14% | 26362 | 上涨 ×1 | |||
| IJH | $10194743 | 7.47% | 163345 | 上涨 ×1 | |||
| IWF | $9226242 | 6.76% | 22912 | 上涨 ×1 | |||
| JAVA | $8522762 | 6.25% | 134443 | 上涨 ×1 | |||
| FVD | $7851113 | 5.75% | 179632 | 上涨 ×1 | |||
| MDY | $7708855 | 5.65% | 13534 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $7570389 | 5.55% | 30231 | 上涨 ×1 | |||
| FV First Trust Dorsey Wright Focus 5 ETF | $5534950 | 4.06% | 93717 | 上涨 ×1 | |||
| SPY SPY | $5504598 | 4.03% | 9392 | 上涨 ×1 | |||
| IWM | $4935599 | 3.62% | 22337 | 上涨 ×1 | |||
| IJR | $4568939 | 3.35% | 39562 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3021000 | 2.21% | 13770 | 上涨 ×1 | |||
| IWD | $2996144 | 2.20% | 16184 | 上涨 ×1 | |||
| IQLT | $2888125 | 2.12% | 77805 | 上涨 ×1 | |||
| EFA | $2408272 | 1.77% | 31618 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1862037 | 1.36% | 2032 | 上涨 ×1 | |||
| IVV | $1847537 | 1.35% | 3138 | 上涨 ×1 | |||
| IJS | $1623465 | 1.19% | 14930 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1610003 | 1.18% | 2085 | 上涨 ×1 | |||
| DVY iShares Select Dividend ETF | $1474859 | 1.08% | 11234 | 上涨 ×1 | |||
| EEM | $1273635 | 0.93% | 30258 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $1257040 | 0.92% | 7498 | 上涨 ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $1178073 | 0.86% | 12910 | 上涨 ×1 | |||
| IYR | $1134157 | 0.83% | 12187 | 上涨 ×1 | |||
| BAC Bank of America Corporation Common Stock | $1076202 | 0.79% | 24487 | 上涨 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1040014 | 0.76% | 5461 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1019191 | 0.75% | 5384 | 上涨 ×1 | |||
| VTI | $971567 | 0.71% | 3352 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $950666 | 0.70% | 7079 | 上涨 ×1 | |||
| VWO | $925121 | 0.68% | 21006 | 上涨 ×1 | |||
| SCZ iShares MSCI EAFE Small-Cap ETF | $832827 | 0.61% | 13709 | 上涨 ×1 | |||
| SUSA | $828633 | 0.61% | 6815 | 上涨 ×1 | |||
| BRKB | $783268 | 0.57% | 1728 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $772784 | 0.57% | 3224 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $755873 | 0.55% | 1943 | 上涨 ×1 | |||
| V Visa Inc. | $714602 | 0.52% | 2261 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $685507 | 0.50% | 6373 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $637627 | 0.47% | 1089 | 上涨 ×1 | |||
| VV | $561350 | 0.41% | 2081 | 上涨 ×1 | |||
| IYM | $548784 | 0.40% | 4224 | 上涨 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $525083 | 0.38% | 1038 | 上涨 ×1 | |||
| VO | $499012 | 0.37% | 1889 | 上涨 ×1 | |||
| ORCL Oracle Corporation Common Stock | $487589 | 0.36% | 2926 | 上涨 ×1 | |||
| SDY | $469219 | 0.34% | 3552 | 上涨 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $454120 | 0.33% | 4565 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $440368 | 0.32% | 3045 | 上涨 ×1 | |||
| VB | $437285 | 0.32% | 1820 | 上涨 ×1 | |||
| BA Boeing Company (The) Common Stock | $434889 | 0.32% | 2457 | 上涨 ×1 | |||
| DIA | $398546 | 0.29% | 937 | 上涨 ×1 | |||
| VEA | $395564 | 0.29% | 8272 | 上涨 ×1 | |||
| EZM | $392752 | 0.29% | 6283 | 上涨 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $384391 | 0.28% | 1658 | 上涨 ×1 | |||
| VGK | $383374 | 0.28% | 6040 | 上涨 ×1 | |||
| IWP | $373540 | 0.27% | 2947 | 上涨 ×1 | |||
| VEU | $368700 | 0.27% | 6422 | 上涨 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $366283 | 0.27% | 907 | 上涨 ×1 | |||
| VNQ | $357507 | 0.26% | 4013 | 上涨 ×1 | |||
| IWR | $342475 | 0.25% | 3874 | 上涨 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $327468 | 0.24% | 5532 | 上涨 ×1 | |||
| VBR | $326658 | 0.24% | 1648 | 上涨 ×1 | |||
| ESGD iShares ESG Aware MSCI EAFE ETF | $324746 | 0.24% | 4265 | 上涨 ×1 | |||
| IVE | $324654 | 0.24% | 1701 | 上涨 ×1 | |||
| CVX Chevron Corporation Common Stock | $311307 | 0.23% | 2149 | 上涨 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $309288 | 0.23% | 347 | 上涨 ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $305559 | 0.22% | 4908 | 上涨 ×1 | |||
| IYW | $290964 | 0.21% | 1824 | 上涨 ×1 | |||
| ESGE iShares ESG Aware MSCI EM ETF | $283669 | 0.21% | 8496 | 上涨 ×1 | |||
| VUG | $279264 | 0.20% | 680 | 上涨 ×1 | |||
| VTV | $277478 | 0.20% | 1639 | 上涨 ×1 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $275184 | 0.20% | 2100 | 上涨 ×1 | |||
| IVW | $272316 | 0.20% | 2682 | 上涨 ×1 | |||
| RSPT | $270621 | 0.20% | 7232 | 上涨 ×1 | |||
| INTC Intel Corporation - Common Stock | $270572 | 0.20% | 13495 | 上涨 ×1 | |||
| FTEC | $267170 | 0.20% | 1445 | 上涨 ×1 | |||
| AAXJ iShares MSCI All Country Asia ex Japan ETF | $266428 | 0.20% | 3691 | 上涨 ×1 | |||
| EMLP | $259491 | 0.19% | 7279 | 上涨 ×1 | |||
| EMR Emerson Electric Company Common Stock | $252941 | 0.19% | 2041 | 上涨 ×1 | |||
| PAYX Paychex, Inc. - Common Stock | $241319 | 0.18% | 1721 | 上涨 ×1 | |||
| IWB | $230911 | 0.17% | 717 | 上涨 ×1 | |||
| DSI | $228526 | 0.17% | 2073 | 上涨 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $227805 | 0.17% | 874 | 上涨 ×1 | |||
| SAP SAP SE ADS | $227419 | 0.17% | 924 | 上涨 ×1 | |||
| EFV | $226276 | 0.17% | 4312 | 上涨 ×1 | |||
| FBIN Fortune Brands Innovations, Inc. Common Stock | $226036 | 0.17% | 3308 | 上涨 ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $216422 | 0.16% | 5767 | 上涨 ×1 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $213962 | 0.16% | 1581 | 上涨 ×1 | |||
| VYM | $209748 | 0.15% | 1644 | 上涨 ×1 | |||
| SO Southern Company (The) Common Stock | $206628 | 0.15% | 2510 | 上涨 ×1 | |||
| VOO | $205351 | 0.15% | 381 | 上涨 ×1 | |||
| MSI Motorola Solutions, Inc. Common Stock | $202240 | 0.15% | 438 | 上涨 ×1 | |||
| AWF Alliancebernstein Global High Income Fund | $156134 | 0.11% | 14551 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| MSFT | $11111789 | 26362 | 8.14% |
| IJH | $10194743 | 163345 | 7.47% |
| IWF | $9226242 | 22912 | 6.76% |
| JAVA | $8522762 | 134443 | 6.25% |
| FVD | $7851113 | 179632 | 5.75% |
| MDY | $7708855 | 13534 | 5.65% |
| AAPL | $7570389 | 30231 | 5.55% |
| FV | $5534950 | 93717 | 4.06% |
| SPY | $5504598 | 9392 | 4.03% |
| IWM | $4935599 | 22337 | 3.62% |
| IJR | $4568939 | 39562 | 3.35% |
| AMZN | $3021000 | 13770 | 2.21% |
| IWD | $2996144 | 16184 | 2.20% |
| IQLT | $2888125 | 77805 | 2.12% |
| EFA | $2408272 | 31618 | 1.77% |