RVW Wealth, LLC

报告期 2026-03-31 · CIK 0001756543

持仓数

176

前50大市值合计

$1.20B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4

23Q4 调仓2023-09-30 → 2023-12-31 · 共 150 项建仓 3增持 26减持 41清仓 80

方向

标的

Δ市值

现股数(环比)

建仓

QGRW WISDOMTREE US QUALITY GROWTH ETF

+$21.3M

583,100

增持

IBDT ISHARES TRUST IBDS DEC28 ETF

+$15.4M

634,955 +2683%

减持

NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF

-$15.3M

165,670 -63%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

清仓

— Ishares Ibonds Dec 2023

-$15.1M

0 -100%

增持

AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF

+$10.2M

1,126,813 +1%

增持

COWZ PACER FDS TR US CASH COWS 100 ETF

+$8.3M

721,095 +22%

增持

IQLT ISHARES TRUST INTL QLTY FACTOR ETF

+$7.8M

996,531 +13%

增持

DFAI Dimensional International Cr Eq Mkt ETF

+$7.8M

1,566,301 +10%

增持

DGRW Wisdomtree US Divid Etf

+$7.5M

759,864 +5%

增持

DFAU DIMENSIONAL US CORE EQUITY MARKT ETF

+$5.4M

1,224,728 +4%

增持

AVUV AVANTIS US SMALL CAP VALUE ETF

+$5.0M

243,124 +12%

增持

RDVY First Trst Nasdaq Rsng

+$4.7M

615,092 +4%

增持

JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF

+$4.4M

727,631 +4%

建仓

— CohBar Inc

+$4.0M

5,444,703

增持

FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF

+$3.9M

175,615 +5%

增持

DFAE Dimensional Emerging Core Equity Mkt ETF

+$2.5M

905,216 +6%

减持

AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF

+$2.1M

453,741 -0%

减持

QTEC First Tr Nasdaq 100 Fund

+$1.9M

109,202 -8%

减持

AAPL Apple Computer Inc

+$1.7M

84,797 -0%

减持

TILT Flexshares Morningstar

+$1.7M

88,352 -0%

减持

FVD First TRUST Value

-$1.6M

172,950 -25%

减持

SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF

+$1.6M

338,526 -2%

减持

QUAL Ishares Etf

+$1.3M

147,339 -4%

清仓

— INVESCO BULSHS 2023 CB ETF

-$1.2M

0 -100%

增持

— ISHARES TRUST IBONDS DEC25 ETF

+$997.1K

752,971 +4%

减持

QQQ Powershs Qqq TRUST Ser

+$953.0K

19,119 -0%

增持

— ISHARES TRUST IBONDS DEC24 ETF

+$948.5K

595,058 +6%

增持

VTI Vanguard Total Stock Mkt

+$890.1K

19,984 +10%

减持

XJH iShares ESG Screened S&P Mid-Cap ETF

-$833.3K

64,912 -33%

减持

RWL INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF

-$786.7K

68,004 -19%

减持

EFA Ishares Tr Msci Eafe Fd

+$773.8K

238,888 -4%

增持

RSP Rydex Etf TRUST

+$758.4K

45,241 +0%

增持

EIS iShares MSCI Israel ETF

+$679.8K

13,950 +471%

减持

IBDR ISHARES TRUST IBONDS DEC2026 E TF

-$679.1K

750,808 -6%

减持

— INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF

-$673.8K

216,603 -14%

减持

ESGD Ishares Esg Msci Eafe

-$622.7K

149,262 -13%

增持

IBDS iShares iBonds Dec 2027 Term Corp ETF

+$581.2K

730,316 +0%

减持

DEUS Dutsch X Trck Rusl 1000

+$555.1K

180,598 -3%

减持

SCHD SCHWAB US DIVIDEND EQ ETF

+$504.9K

203,168 -4%

增持

ISRA Vaneck Vectors Israel ETF

+$494.2K

16,954 +475%

减持

RWK INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET

+$487.6K

173,064 -8%

清仓

PEY Powershares High Yield

-$450.7K

0 -100%

减持

QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF

-$400.2K

130,212 -13%

减持

JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF

+$373.6K

91,565 -5%

建仓

— iShares iBonds Dec 2024 Term Muni Bond

+$301.7K

11,636

增持

— BlueStar Israel Technology ETF

+$301.5K

7,730 +482%

减持

JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF

-$297.2K

16,291 -27%

减持

MSFT Microsoft Corp

+$279.4K

5,888 -4%

减持

IJR Ishares Tr S&P Smallcap

+$279.1K

31,704 -5%

清仓

ARES ARES MANAGEMENT CORPORATION CO M CL A

-$257.2K

0 -100%

清仓

BHK BlackRock Core Bond

-$246.5K

0 -100%

清仓

AVDV AVANTIS INTERNATNL SML CP VL ETF

-$235.8K

0 -100%

清仓

XCHYX Calamos Convertible And

-$231.0K

0 -100%

减持

IEFA Ishares Core Msci Eafe

-$230.2K

7,536 -36%

清仓

CHI Calamos Conv Opprtnty Fd

-$227.7K

0 -100%

增持

IWF Ishares Tr Russell

+$215.5K

5,324 +1%

减持

FEMS FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF

-$214.7K

41,577 -12%

减持

SPEM SPDR PORTFOLIO EMG MK ETF

-$210.9K

22,870 -25%

清仓

ARCC Ares Capital Corp

-$203.3K

0 -100%

减持

MDY Mid Cap SPDR

+$203.3K

8,263 -5%

清仓

NFLX Netflix Inc

-$202.0K

0 -100%

减持

ICSH ISHARES TRUST ULTR SH TRM BD E TF

-$199.7K

124,345 -3%

清仓

BSV Vanguard Bond Index Fund

-$194.6K

0 -100%

减持

SCHB Schw US Brd Mkt Etf

+$190.8K

42,986 -3%

增持

ESG Flexsh Stoxx US Esg

+$183.7K

16,990 +0%

清仓

MA Mastercard Inc

-$173.8K

0 -100%

清仓

BFOR Alps TRUST Etf

-$172.8K

0 -100%

减持

AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF

-$165.9K

23,166 -17%

清仓

CWI Spdr Msci Acwi Ex-Us

-$165.5K

0 -100%

减持

XLRE Real Estate Select Sctr

+$161.9K

28,736 -1%

清仓

SDIV Global X Superdividend

-$161.2K

0 -100%

清仓

FDT First Trust Developed Mkts Ex US

-$158.1K

0 -100%

清仓

PRF Powershs Exch Trad Fd Tr

-$158.0K

0 -100%

清仓

CRUS Cirrus Logic Inc

-$153.7K

0 -100%

清仓

HON Honeywell International

-$150.4K

0 -100%

清仓

GOOG Google Inc Class C

-$150.3K

0 -100%

清仓

KO Coca Cola Company

-$146.3K

0 -100%

清仓

BSCU INVESCO BULLTSHR 2030 COR BND ETF

-$145.8K

0 -100%

清仓

BSCS INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF

-$143.0K

0 -100%

清仓

COF Capital One Financial Cp

-$136.3K

0 -100%

清仓

PSX Phillips

-$129.0K

0 -100%

清仓

JPM Jpmorgan Chase & Co

-$125.9K

0 -100%

清仓

BNDX Vanguard Total

-$125.5K

0 -100%

清仓

GBAB Guggenheim Tax Muni & Inv Grade Debt Tr

-$124.3K

0 -100%

减持

SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF

+$124.0K

41,973 -2%

清仓

XLV Sector Spdr Health Fund

-$123.7K

0 -100%

增持

VB Vanguard Small Cap

+$123.0K

948 +126%

清仓

DHR Danaher Corp Del

-$122.8K

0 -100%

清仓

ABT Abbott Laboratories

-$122.5K

0 -100%

清仓

EA Electronic Arts Inc

-$120.4K

0 -100%

清仓

AXON AXON ENTERPRISE INC COM

-$119.4K

0 -100%

减持

VUG Vanguard Growth

+$119.0K

3,720 -2%

清仓

DFSV DIMENSIONAL US SMALL CAP VALU ETF

-$116.8K

0 -100%

清仓

IEMG Ishares Etf

-$115.4K

0 -100%

清仓

OMC Omnicom Group Inc

-$114.5K

0 -100%

清仓

IWB Ishares Tr Russell

-$113.7K

0 -100%

减持

EZM Wisdomtree TRUST Midcap

+$113.6K

20,354 -2%

清仓

BA Boeing Co

-$112.1K

0 -100%

清仓

XLF Sector Spdr Fincl Select

-$111.8K

0 -100%

清仓

USB U S Bancorp Del New

-$109.2K

0 -100%

清仓

IBM Intl Business Machines

-$107.0K

0 -100%

清仓

HSIC Schein Henry Inc

-$104.0K

0 -100%

清仓

INTC Intel Corp

-$101.3K

0 -100%

清仓

V Visa Inc Cl A

-$100.3K

0 -100%

清仓

ADP Auto Data Processing

-$98.2K

0 -100%

清仓

O Realty Income Corp

-$96.8K

0 -100%

清仓

TGT Target Corporation

-$95.9K

0 -100%

减持

NUSC Nuveen Esg Small Cap

+$94.7K

23,346 -1%

减持

IQDF FlexShares Intl Qual Div ETF

+$91.6K

49,706 -1%

清仓

ORCL Oracle Corporation

-$88.8K

0 -100%

清仓

PFE Pfizer Incorporated

-$86.9K

0 -100%

清仓

PFFV GLOBAL X FDS RATE PREFERRED ET F

-$86.8K

0 -100%

清仓

VDC Vanguard Consumer

-$85.1K

0 -100%

清仓

HAUS Home Appreciation Us Reit

-$85.1K

0 -100%

清仓

— Lam Research Corporation

-$84.0K

0 -100%

减持

PGX Powershs Exch Trad Fd Tr

-$83.8K

33,744 -22%

增持

BSCR INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF

+$83.2K

15,616 +33%

清仓

IWR Ishares Russell Midcap

-$83.1K

0 -100%

清仓

UAN CVR PARTNERS LP COM USD0.01(PO ST REV SPLIT)

-$82.6K

0 -100%

清仓

RTX Raytheon Technologies Ord

-$81.5K

0 -100%

清仓

AMD Advanced Micro Devic

-$81.4K

0 -100%

减持

AMZN Amazon Com Inc

-$81.2K

3,798 -27%

清仓

VBR Vanguard Small Cap Value

-$79.6K

0 -100%

清仓

PG Procter & Gamble

-$77.2K

0 -100%

清仓

CP Canadian Pac Railway

-$76.9K

0 -100%

清仓

VCSH Vanguard Short Term Cor

-$76.8K

0 -100%

清仓

DWMF WISDOMTREE TRUST INTK MLTIFACT R ETF

-$76.7K

0 -100%

清仓

IBB Ishares Nasdaq Bio Fd

-$76.0K

0 -100%

减持

SPHD Pwrshr S&P500 Hidiv

+$75.0K

25,250 -1%

清仓

TJX T J X Cos Inc

-$71.7K

0 -100%

清仓

HD Home Depot Inc

-$71.6K

0 -100%

清仓

PANW Palo Alto Networks

-$70.3K

0 -100%

清仓

DEM Wisdomtree Emerging Mkts

-$67.7K

0 -100%

清仓

JPSE JP MORGAN DIVERSFD EQT ETF

-$66.9K

0 -100%

清仓

VT Vanguard Total World

-$64.2K

0 -100%

清仓

BSCT INVSC BLTSHRS 2029 CORP BND ETF

-$64.0K

0 -100%

清仓

MGM MGM RESORTS INTERNATIONAL COM

-$63.4K

0 -100%

清仓

CARR Carrier Global Corp-Wi

-$63.1K

0 -100%

清仓

VLO Valero Energy Corp New

-$62.5K

0 -100%

减持

DIS Disney Walt Co

+$61.5K

6,906 -0%

清仓

NOW Service Now Inc

-$61.5K

0 -100%

增持

NUMV Nuveen Esg Mid Cap Value

+$61.1K

19,051 +0%

清仓

PYPL Paypal Holdings Inco

-$60.9K

0 -100%

清仓

BSCV INVESCO BULLTSHR 2031 CRP BND ETF

-$60.8K

0 -100%

清仓

IJJ Ishares S&P Midcap

-$60.6K

0 -100%

清仓

DIVB ISHARES TRUST US DIVID BYBCK E TF

-$60.0K

0 -100%

清仓

VIGI Vanguard Intl Div Apprec ETF

-$59.6K

0 -100%

清仓

DVY Ishares TRUST Dow Jones

-$59.3K

0 -100%

增持

CVX Chevron Corporation

-$58.2K

3,469 +2%

减持

VRP Invesco Variable Rate Preferred ETF

-$57.8K

29,743 -11%