CIK: 0002083406
申报总市值
US$7.3亿
申报季度: 2026-03-31 · 持股只数: 267
Third View Private Wealth, LLC在最新一期 13F 报告中披露了 267 项持股，申报期为 2026-03-31，总持股市值约为 US$7.3亿，季度换手率为 17.2%。
Third View Private Wealth, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.018——换算下来相当于约 55 个等权重仓位，明显低于其实际披露的 267 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。
整体仓位大小差异较大（变异系数为 1.96），除少数重仓仓位外，还有许多规模较小的持仓。
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。
减仓 ORCL
-4.5% -US$460.3万
减仓 MSFT
+10.7% -US$461.0万
加仓 WMB
+25.7% US$301.2万
加仓 TLT
+10.2% US$261.0万
加仓 BX
+309.1% US$278.7万
减仓 NOC
-91.9% -US$260.7万
仅显示前 200 大持股（共 267 只）
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 6.23% | +0.01% | +5.33% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 4.06% | +0.42% | +10.24% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.61% | -0.04% | +7.73% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.56% | -0.18% | +7.92% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.57% | +10.66% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.23% | -0.04% | +5.74% | |
| 7 | TSLA | Tesla INC | 股票-周期性消费 | 3.16% | -0.33% | +7.67% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.49% | -0.18% | +6.34% | |
| 9 | NFLX | Netflix INC | 股票-通信服务 | 2.45% | +0.26% | +7.61% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.43% | -0.14% | -0.49% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.42% | — | +5.71% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.17% | — | +1.58% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.90% | — | +13.20% | |
| 14 | BA | Boeing Co/the | 股票-工业 | 1.75% | — | +10.78% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.63% | -0.59% | -4.48% | |
| 16 | ADI | Analog Devices INC | 股票-科技 | 1.25% | +0.21% | +0.44% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.24% | +0.26% | -11.29% | |
| 18 | WMB | Williams Cos INC | 股票-能源 | 1.20% | +0.42% | +25.71% | |
| 19 | SHOP | Shopify INC - Class A | 股票-科技 | 1.15% | -0.28% | +7.33% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 1.15% | -0.06% | +3.79% | |
| 21 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.09% | — | +6.64% | |
| 22 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 1.03% | — | +7.53% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.01% | -0.09% | +6.85% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | — | +3.92% | |
| 25 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.82% | — | +8.78% | |
| 26 | ADSK | Autodesk INC | 股票-科技 | 0.81% | -0.11% | +7.44% | |
| 27 | APO | Apollo Global Management INC | 股票-金融 | 0.81% | +0.28% | +96.19% | |
| 28 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.81% | +0.11% | -4.06% | |
| 29 | VMC | Vulcan Materials Co | 股票-原材料 | 0.80% | — | +4.03% | |
| 30 | TXN | Texas Instruments INC | 股票-科技 | 0.75% | +0.14% | +7.74% | |
| 31 | CRM | Salesforce INC | 股票-科技 | 0.68% | -0.21% | +6.23% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.67% | — | +4.67% | |
| 33 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.63% | +0.29% | +91.84% | |
| 34 | LIN | Linde plc | 股票-原材料 | 0.61% | +0.13% | +5.97% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | +0.13% | +6.13% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.59% | — | +5.46% | |
| 37 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.58% | -0.09% | +5.29% | |
| 38 | BX | Blackstone INC | 股票-金融 | 0.57% | +0.39% | +309.11% | |
| 39 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.57% | — | +5.50% | |
| 40 | SRE | Sempra | 股票-公用事业 | 0.56% | +0.10% | +9.43% | |
| 41 | TMUS | T-mobile US INC | 股票-通信服务 | 0.55% | — | +8.19% | |
| 42 | PSA | Public Storage | 股票-房地产 | 0.54% | +0.10% | +16.20% | |
| 43 | AMT | American Tower CORP | 股票-房地产 | 0.54% | +0.18% | +49.33% | |
| 44 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.54% | — | +5.73% | |
| 45 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.51% | — | +7.74% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.50% | — | +9.77% | |
| 47 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.50% | — | +6.46% | |
| 48 | HLN | Haleon Plc-adr | 股票-医疗保健 | 0.50% | — | +5.85% | |
| 49 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.49% | +0.49% | NEW | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.48% | +0.32% | +166.96% |
Q3 2026表现
0%
近4个季度表现
+3.8%
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78%）计算
Third View Private Wealth, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Enbridge INC (ENB); 新建仓: AstraZeneca PLC (AZN); 清仓: Avalonbay Communities INC (AVB); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Otis Worldwide CORP (OTIS).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WMB | Williams Cos INC | +0.4% | +25.71% | 加仓 |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +10.24% | 加仓 |
| 3 | BX | Blackstone INC | +0.4% | +309.11% | 加仓 |
| 4 | HON | Honeywell International INC | +0.3% | +950.22% | 加仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +166.96% | 加仓 |
| 6 | MRSH | Marsh & Mclennan Cos | +0.3% | +91.84% | 加仓 |
| 7 | APO | Apollo Global Management INC | +0.3% | +96.19% | 加仓 |
| 8 | XOM | Exxon Mobil CORP | +0.3% | -11.29% | 减仓 |
| 9 | NFLX | Netflix INC | +0.3% | +7.61% | 加仓 |
| 10 | ADI | Analog Devices INC | +0.2% | +0.44% | 加仓 |
| 11 | AMT | American Tower CORP | +0.2% | +49.33% | 加仓 |
| 12 | WAT | Waters CORP | +0.1% | +258.56% | 加仓 |
| 13 | TXN | Texas Instruments INC | +0.1% | +7.74% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +6.13% | 加仓 |
| 15 | LIN | Linde plc | +0.1% | +5.97% | 加仓 |
| 16 | ADP | Automatic Data Processing | +0.1% | +60.53% | 加仓 |
| 17 | APD | Air Products & Chemicals INC | +0.1% | -4.06% | 减仓 |
| 18 | DE | Deere & Co | +0.1% | +6.15% | 加仓 |
| 19 | SRE | Sempra | +0.1% | +9.43% | 加仓 |
| 20 | PSA | Public Storage | +0.1% | +16.20% | 加仓 |
| 21 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +38.68% | 加仓 |
| 22 | NVDA | Nvidia CORP | 0% | +5.33% | 加仓 |
| 23 | AMZN | Amazon.com INC | 0% | +7.73% | 加仓 |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +5.74% | 加仓 |
| 25 | AVGO | Broadcom INC | -0.1% | +3.79% | 加仓 |
| 26 | DIS | Walt Disney Co/the | -0.1% | +6.85% | 加仓 |
| 27 | BDX | Becton Dickinson And Co | -0.1% | +5.29% | 加仓 |
| 28 | ILMN | Illumina INC | -0.1% | -25.84% | 减仓 |
| 29 | WDAY | Workday Inc-class A | -0.1% | +6.87% | 加仓 |
| 30 | QCOM | Qualcomm INC | -0.1% | +4.28% | 加仓 |
| 31 | RTX | Rtx CORP | -0.1% | -29.11% | 减仓 |
| 32 | ADSK | Autodesk INC | -0.1% | +7.44% | 加仓 |
| 33 | COF | Capital One Financial CORP | -0.1% | +4.75% | 加仓 |
| 34 | AAPL | Apple INC | -0.1% | -0.49% | 减仓 |
| 35 | META | Meta Platforms Inc-class A | -0.2% | +7.92% | 加仓 |
| 36 | V | Visa Inc-class A Shares | -0.2% | +6.34% | 加仓 |
| 37 | CRM | Salesforce INC | -0.2% | +6.23% | 加仓 |
| 38 | SHOP | Shopify INC - Class A | -0.3% | +7.33% | 加仓 |
| 39 | TSLA | Tesla INC | -0.3% | +7.67% | 加仓 |
| 40 | NOC | Northrop Grumman CORP | -0.4% | -91.88% | 减仓 |
| 41 | MSFT | Microsoft CORP | -0.6% | +10.66% | 加仓 |
| 42 | ORCL | Oracle CORP | -0.6% | -4.48% | 减仓 |
| 43 | ENB | Enbridge INC | — | EXIT | 清仓 |
| 44 | AZN | AstraZeneca PLC | — | NEW | 新建仓 |
| 45 | AVB | Avalonbay Communities INC | — | EXIT | 清仓 |
| 46 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清仓 |
| 47 | OTIS | Otis Worldwide CORP | — | NEW | 新建仓 |
| 48 | BKNG | Booking Holdings INC | — | EXIT | 清仓 |
| 49 | EQT | Eqt CORP | — | EXIT | 清仓 |
| 50 | DPZ | Domino's Pizza INC | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-15 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-23 | 13F-HR | 在 EDGAR 上查看 |
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