LA
LongView Asset Management LLC
趋势追踪型行业集中型长期持有型
申报总市值
US$1.4亿
申报季度: 2025-12-31 · 持股只数: 51
LongView Asset Management LLC在最新一期 13F 报告中披露了 51 项持股，申报期为 2025-12-31，总持股市值约为 US$1.4亿，季度换手率为 6.7%。
机构性格雪花图
- 集中度
- 35.9
- 持仓稳定性
- 6.73
- 动能／逆势
- 100
- 行业集中度
- 95.24
- 多样化
- 100
- 仓位均衡度
- 80.9
近期动向
减仓 QQQ
-53.2% -US$151.0万
加仓 CVIE
+3.3% US$70.6万
加仓 ARB
+4.4% US$46.6万
加仓 CVLC
+3.5% US$49.0万
减仓 AAPL
-22.4% -US$54.4万
减仓 DFSU
-4.2% -US$64.4万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 21.44% | -0.23% | -4.21% | |
| 2 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-其他 | 12.66% | +0.21% | -3.81% | |
| 3 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 8.50% | +0.19% | +0.41% | |
| 4 | ARB | Altshares Merger Arbitrage | ETF-其他 | 7.23% | +0.40% | +4.42% | |
| 5 | CVIE | Cal Intl Responsible Index | ETF-大型股与成长 | 6.70% | +0.55% | +3.28% | |
| 6 | CVLC | Calvert US L-c Cr Resp Index | ETF-大型股与成长 | 5.57% | +0.39% | +3.54% | |
| 7 | CVMC | Calvert US Mcap Core Resp | ETF-其他 | 4.51% | +0.13% | +0.97% | |
| 8 | AVSD | Avantis Reps Intern Equi ETF | ETF-其他 | 2.86% | -0.12% | -8.49% | |
| 9 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 2.85% | -0.01% | -2.29% | |
| 10 | EMTL | Ss Doubleline Em Fi ETF | ETF-其他 | 2.54% | +0.20% | +9.09% | |
| 11 | VGSR | Vert Glb Sust Re ETF | ETF-其他 | 2.52% | -0.08% | -1.51% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.06% | +0.04% | +1.38% | |
| 13 | AVSU | Avantis Resp US Equity ETF | ETF-其他 | 2.06% | -0.19% | -12.60% | |
| 14 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-其他 | 2.04% | -0.06% | -0.02% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.83% | -0.36% | -22.42% | |
| 16 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-其他 | 1.76% | -0.16% | -11.15% | |
| 17 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 1.63% | -0.01% | -4.65% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.05% | — | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.97% | -1.03% | -53.22% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.93% | +0.16% | -6.37% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.63% | -0.04% | -11.62% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | +0.01% | -1.23% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | -0.01% | +3.80% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | — | +6.07% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | +0.01% | -0.41% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | -0.03% | -6.76% | |
| 27 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.43% | +0.10% | +16.13% | |
| 28 | FTAI | FTAI Aviation Ltd. | 股票-工业 | 0.34% | +0.05% | — | |
| 29 | ADBE | Adobe INC | 股票-科技 | 0.28% | — | -0.96% | |
| 30 | EMNT | Pimco Enhcd St M-active Esg | ETF-其他 | 0.27% | +0.27% | NEW | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.26% | +0.01% | — | |
| 32 | EMSF | Matthews Em Sustainable | ETF-其他 | 0.25% | -0.07% | -19.02% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.25% | +0.08% | +44.56% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.23% | -0.16% | -42.37% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.22% | +0.08% | +36.73% | |
| 36 | NULC | Nuveen Esg Large-cap ETF | ETF-其他 | 0.21% | — | +8.62% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.20% | — | — | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.20% | +0.03% | +26.38% | |
| 39 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型股与成长 | 0.19% | -0.04% | -23.89% | |
| 40 | ERET | Ishares Env Aware Re Estate | ETF-其他 | 0.18% | -0.02% | -9.09% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.16% | — | — | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.16% | — | -2.43% | |
| 43 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.16% | — | -5.97% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.15% | +0.15% | NEW | |
| 45 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.15% | — | +0.22% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.15% | — | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.15% | — | — | |
| 48 | CMF | Ishares California Muni Bond | ETF-其他 | 0.14% | +0.14% | NEW | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.14% | -0.12% | -45.26% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.14% | — | — |
1–50 of 51
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
LongView Asset Management LLC 在 2025-12-31 最显著的持仓异动： 新建仓: Pimco Enhcd St M-active Esg (EMNT); 清仓: Tesla INC (TSLA); 清仓: Ishares Trust Ishares Esg Aw (ESGD); 新建仓: Schwab US Large-cap ETF (SCHX); 清仓: Nuveen Esg US Aggregate Bond (NUBD).
FAQ
LongView Asset Management LLC 是什么机构？属于哪种投资人类型？
LongView Asset Management LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2025-12-31），该机构追踪的股票投资组合估值约为 US$1.4亿，分布在 51 个已申报仓位之中。
LongView Asset Management LLC 目前前几大持股有哪些？
根据最新 13F 申报，LongView Asset Management LLC 按市值排列的前几大持股为：
1. Dimensional US Sus Core1 ETF (DFSU) — US$3075.1万 (21.4%)
2. Dimensional Int Sus Cor1 ETF (DFSI) — US$1815.4万 (12.7%)
3. Dimensional Em Sus Core1 ETF (DFSE) — US$1219.4万 (8.5%)
4. Altshares Merger Arbitrage (ARB) — US$1036.2万 (7.2%)
5. Cal Intl Responsible Index (CVIE) — US$961.3万 (6.7%)
LongView Asset Management LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，LongView Asset Management LLC 共进行了 47 项显著调整：新建仓 4 个仓位、加仓 13 个既有持股、减仓 24 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：新建仓: Pimco Enhcd St M-active Esg (EMNT); 清仓: Tesla INC (TSLA); 清仓: Ishares Trust Ishares Esg Aw (ESGD); 新建仓: Schwab US Large-cap ETF (SCHX); 清仓: Nuveen Esg US Aggregate Bond (NUBD)
LongView Asset Management LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，LongView Asset Management LLC 的主要板块分布如下：
• Information Technology: 51.5%
• Communication Services: 16.1%
• Consumer Discretionary: 9.5%
• Financials: 9.0%
• Consumer Staples: 7.3%
• Health Care: 6.7%