LF
Longview Financial Advisors LLC
分散型投资策略趋势追踪型长期持有型
申报总市值
US$1.8亿
申报季度: 2026-03-31 · 持股只数: 157
Longview Financial Advisors LLC在最新一期 13F 报告中披露了 157 项持股，申报期为 2026-03-31，总持股市值约为 US$1.8亿，季度换手率为 5.0%。
机构性格雪花图
- 集中度
- 33.93
- 持仓稳定性
- 4.98
- 动能／逆势
- 100
- 行业集中度
- 72.33
- 多样化
- 100
- 仓位均衡度
- 64.79
近期动向
加仓 VCIT
+14.9% US$215.5万
减仓 VCSH
-5.7% -US$141.3万
减仓 DFAC
+1.5% -US$11.1万
加仓 DFLV
+3.2% US$58.5万
减仓 SUB
-91.1% -US$27.3万
加仓 VGIT
+3.8% US$49.9万
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 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 14.72% | -0.28% | +1.46% | |
| 2 | JPIE | Jpmorgan Income ETF | ETF-其他 | 13.02% | -0.03% | +1.68% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 11.57% | -0.95% | -5.68% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 9.83% | +1.04% | +14.89% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 9.26% | +0.08% | +6.38% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 8.91% | +0.14% | +3.80% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 4.44% | +0.25% | +3.19% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 3.45% | +0.14% | +1.16% | |
| 9 | DISV | Dimensional International Sm | ETF-其他 | 3.42% | +0.10% | +0.85% | |
| 10 | DFIC | Dimensional International Co | ETF-其他 | 2.91% | +0.11% | +2.14% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 2.02% | -0.05% | -0.14% | |
| 12 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 1.59% | +0.10% | +14.23% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 1.56% | +0.08% | +6.48% | |
| 14 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 0.86% | +0.04% | +4.15% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.82% | — | — | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.81% | -0.07% | -0.14% | |
| 17 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-其他 | 0.75% | +0.04% | +8.50% | |
| 18 | DFAI | Dimensional International Co | ETF-其他 | 0.68% | -0.04% | -5.56% | |
| 19 | DFIV | Dimensional International Va | ETF-其他 | 0.65% | +0.02% | -0.79% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.54% | -0.02% | -0.84% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.46% | -0.02% | — | |
| 22 | CAT | Caterpillar INC | 股票-工业 | 0.44% | +0.08% | — | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.42% | -0.11% | -6.85% | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.40% | +0.01% | -1.36% | |
| 25 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.39% | — | -1.33% | |
| 26 | REET | Ishares Global Reit ETF | ETF-其他 | 0.34% | — | -0.53% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.34% | -0.04% | -3.97% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.32% | -0.03% | — | |
| 29 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.30% | +0.01% | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.21% | +0.03% | +30.84% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.19% | -0.01% | — | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.19% | -0.03% | -4.37% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.18% | -0.02% | — | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.18% | — | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.18% | — | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.17% | — | -0.08% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.16% | -0.01% | — | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.14% | — | — | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.13% | -0.04% | — | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.13% | -0.01% | — | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.12% | — | — | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.11% | +0.02% | — | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.10% | — | +8.04% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.10% | — | — | |
| 45 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.09% | — | — | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.09% | -0.04% | -25.95% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.09% | — | — | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.08% | — | — | |
| 49 | LRCX | Lam Research CORP | 股票-科技 | 0.08% | +0.01% | — | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.08% | — | — |
1–50 of 157
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 Financial Advisors LLC 在 2026-03-31 最显著的持仓异动： 清仓: Advanced Micro Devices (AMD); 清仓: Visa Inc-class A Shares (V); 清仓: Jpmorgan Ultra-short Income (JPST); 清仓: Phillips 66 (PSX); 清仓: Morningstar INC (MORN).
FAQ
Longview Financial Advisors LLC 是什么机构？属于哪种投资人类型？
Longview Financial Advisors 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.8亿，分布在 157 个已申报仓位之中。
Longview Financial Advisors LLC 目前前几大持股有哪些？
根据最新 13F 申报，Longview Financial Advisors LLC 按市值排列的前几大持股为：
1. Dimensional US Core Equity 2 (DFAC) — US$2708.9万 (14.7%)
2. Jpmorgan Income ETF (JPIE) — US$2395.8万 (13.0%)
3. Vanguard S/t CORP Bond ETF (VCSH) — US$2129.1万 (11.6%)
4. Vanguard Int-term Corporate (VCIT) — US$1809.7万 (9.8%)
5. Jpmorgan Hedged Equity ETF (HELO) — US$1704.8万 (9.3%)
Longview Financial Advisors 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 Financial Advisors LLC 共进行了 36 项显著调整：新建仓 0 个仓位、加仓 15 个既有持股、减仓 14 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：清仓: Advanced Micro Devices (AMD); 清仓: Visa Inc-class A Shares (V); 清仓: Jpmorgan Ultra-short Income (JPST); 清仓: Phillips 66 (PSX); 清仓: Morningstar INC (MORN)
Longview Financial Advisors 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 Financial Advisors LLC 的主要板块分布如下：
• Information Technology: 39.9%
• Communication Services: 17.2%
• Financials: 16.2%
• Industrials: 14.3%
• Consumer Discretionary: 6.0%
• Consumer Staples: 4.2%
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