CIK: 0002073768
申报总市值
US$1.9亿
申报季度: 2026-03-31 · 持股只数: 70
Westview Management dba Westview Investment Advisors在最新一期 13F 报告中披露了 70 项持股，申报期为 2026-03-31，总持股市值约为 US$1.9亿，季度换手率为 31.1%。
Westview Management dba Westview Investment Advisors 目前披露的持仓，Herfindahl 集中度指数为 0.025——换算下来相当于约 39 个等权重仓位，明显低于其实际披露的 70 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小相当一致（变异系数为 0.89），显示该机构在资金配置上采取较有纪律、规则化的方式。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 46%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 MOAT
-75.0% -US$181.2万
减仓 MELI
-29.4% -US$126.9万
加仓 EYLD
-1.2% US$34.0万
加仓 SHEL
-6.7% US$50.6万
减仓 GOOG
-11.8% -US$128.1万
减仓 MSFT
+1.3% -US$115.0万
| # | 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 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 6.38% | -0.10% | -8.72% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 6.21% | +0.25% | -4.04% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.93% | -0.03% | -8.77% | |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 3.57% | -0.04% | -7.23% | |
| 5 | FPEI | First Trust Institutional Pr | ETF-其他 | 3.51% | -0.05% | -7.97% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 3.13% | -0.04% | -6.91% | |
| 7 | EYLD | Cambria Emerg Shrhldr Yield | ETF-其他 | 2.80% | +0.40% | -1.17% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.78% | -0.18% | -8.13% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.77% | -0.37% | -11.84% | |
| 10 | EUFN | Ishares Msci Europe Financia | ETF-其他 | 2.64% | -0.12% | -6.91% | |
| 11 | CASY | Casey's General Stores INC | 股票-周期性消费 | 2.44% | — | -26.00% | |
| 12 | FLJP | Franklin Ftse Japan ETF | ETF-其他 | 2.37% | — | -6.26% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.17% | -0.17% | -5.95% | |
| 14 | GLW | Corning INC | 股票-科技 | 2.16% | -0.04% | -42.25% | |
| 15 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 2.10% | +2.10% | NEW | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 2.07% | -0.37% | +1.31% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.98% | — | -3.94% | |
| 18 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 1.94% | +1.94% | NEW | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.93% | -0.26% | -7.20% | |
| 20 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.92% | — | -10.65% | |
| 21 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.89% | -0.02% | -9.99% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 1.80% | -0.25% | -8.05% | |
| 23 | SN | SharkNinja, Inc. | 股票-周期性消费 | 1.80% | -0.15% | -10.77% | |
| 24 | AZN | AstraZeneca PLC | 股票-医疗保健 | 1.75% | +1.75% | NEW | |
| 25 | SHEL | Shell Plc-adr | 股票-能源 | 1.72% | +0.39% | -6.68% | |
| 26 | MMU | Western Asset Managed Munici | 股票-其他 | 1.59% | — | -0.15% | |
| 27 | PANW | Palo Alto Networks INC | 股票-科技 | 1.57% | — | +14.02% | |
| 28 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.50% | -0.06% | -6.65% | |
| 29 | WCN | Waste Connections INC | 股票-工业 | 1.49% | -0.08% | -5.86% | |
| 30 | CRH | CRH plc | 股票-原材料 | 1.47% | -0.26% | -7.47% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | -0.16% | -9.10% | |
| 32 | INTU | Intuit INC | 股票-科技 | 1.44% | +1.44% | NEW | |
| 33 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 1.36% | — | -6.84% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.35% | +0.32% | +4.31% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 1.26% | — | +7.02% | |
| 36 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.07% | -0.35% | -23.52% | |
| 37 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.03% | -0.23% | -24.58% | |
| 38 | SSD | Simpson Manufacturing Co INC | 股票-原材料 | 1.02% | — | -10.74% | |
| 39 | MELI | Mercadolibre INC | 股票-周期性消费 | 1.02% | -0.52% | -29.38% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.92% | +0.92% | NEW | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.90% | — | -20.53% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.89% | -0.19% | -16.19% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.85% | — | -19.13% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.82% | +0.30% | +41.18% | |
| 45 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.77% | +0.77% | NEW | |
| 46 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.74% | — | -0.82% | |
| 47 | MHD | Blackrock Muniholdings Fund | 股票-其他 | 0.70% | +0.70% | NEW | |
| 48 | ARGX | Argenx Se - Adr | 股票-医疗保健 | 0.66% | +0.66% | NEW | |
| 49 | AAON | Aaon INC | 股票-工业 | 0.64% | — | -16.29% | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.63% | — | — |
Q3 2026表现
+2.3%
近4个季度表现
+5.2%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的69%）计算
Westview Management dba Westview Investment Advisors 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Latin America 40 ETF (ILF); 新建仓: Ss Spdr S&p Og Exp & Prod (XOP); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: AstraZeneca PLC (AZN); 清仓: Aes CORP (AES).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-09 | 13F-HR | 在 EDGAR 上查看 |
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