Castleview Partners, LLC 13F 持仓 · 2026年Q3
Castleview Partners 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 214 只证券，申报市值合计 2.28 亿美元。前几大持仓：MBSF（10.60%）、MBSX（3.78%）、AAPL（3.52%）。本季前 25 大持仓中：新建仓 1 只、增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MBSF | VALUED ADVISERS TR | $24.2M | 10.60% | 952,133 | 减持 |
| 2 | MBSX | ADVISOR MANAGED PORTFOLIOS | $8.6M | 3.78% | 337,738 | 增持 |
| 3 | AAPL | APPLE INC | $8.0M | 3.52% | 24,119 | 增持 |
| 4 | TSLA | TESLA INC | $6.9M | 3.02% | 19,424 | 增持 |
| 5 | KKR | KKR & CO INC | $5.6M | 2.44% | 60,980 | 增持 |
| 6 | BMY | BRISTOL-MYERS SQUIBB CO | $5.5M | 2.43% | 88,876 | 增持 |
| 7 | HD | HOME DEPOT INC | $5.2M | 2.28% | 18,265 | 增持 |
| 8 | COP | CONOCOPHILLIPS | $5.0M | 2.19% | 39,853 | 减持 |
| 9 | LST | MANAGED PORTFOLIO SER | $5.0M | 2.18% | 106,268 | 增持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $4.9M | 2.14% | 6,414 | 增持 |
| 11 | AMGN | AMGEN INC | $4.7M | 2.06% | 11,160 | 增持 |
| 12 | ARP | ADVISORS INNER CIRCLE FD II | $3.9M | 1.70% | 114,125 | 减持 |
| 13 | UNH | UNITEDHEALTH GROUP INC | $3.4M | 1.48% | 9,191 | 增持 |
| 14 | SYK | STRYKER CORPORATION | $3.3M | 1.44% | 11,899 | 增持 |
| 15 | FSCO | FS CREDIT OPPORTUNITIES CORP | $3.1M | 1.36% | 600,642 | 增持 |
| 16 | RAAX | VANECK ETF TRUST | $3.0M | 1.31% | 75,106 | 增持 |
| 17 | ITOT | ISHARES TR | $2.8M | 1.22% | 16,761 | 增持 |
| 18 | STAX | NOMURA ETF TR | $2.6M | 1.14% | 104,904 | 减持 |
| 19 | VOO | VANGUARD INDEX FDS | $2.6M | 1.14% | 3,697 | 增持 |
| 20 | IAUX | I-80 GOLD CORP | $2.1M | 0.93% | 1.3M | 增持 |
| 21 | ACYN | FIRST TR EXCHANGE-TRADED FD | $2.1M | 0.92% | 100,731 | 增持 |
| 22 | UYLD | ANGEL OAK FUNDS TRUST | $2.1M | 0.92% | 41,440 | 减持 |
| 23 | OUNZ | VANECK MERK GOLD ETF | $2.0M | 0.88% | 50,506 | 增持 |
| 24 | ELV | ELEVANCE HEALTH INC FORMERLY | $1.9M | 0.85% | 4,972 | 增持 |
| 25 | XOM | EXXONMOBIL HOLDINGS CORP | $1.9M | 0.85% | 11,913 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR