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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 131 项建仓 11增持 36减持 75清仓 9

方向

标的

Δ市值

现股数(环比)

增持

QGRW WISDOMTREE US QUALITY GROWTH ETF

+$8.0M

714,683 +23%

减持

AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF

+$7.7M

1,112,935 -1%

增持

DGRW Wisdomtree US Divid Etf

+$7.3M

796,557

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。

增持

COWZ PACER FDS TR US CASH COWS 100 ETF

+$6.9M

764,213 +6%

增持

DFAI Dimensional International Cr Eq Mkt ETF

+$4.7M

1,639,540 +5%

增持

DFAU DIMENSIONAL US CORE EQUITY MARKT ETF

+$4.6M

1,239,538 +1%

增持

JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF

+$4.5M

744,640 +2%

增持

IQLT ISHARES TRUST INTL QLTY FACTOR ETF

+$4.2M

1,049,509 +5%

减持

— CohBar Inc

-$3.9M

181,490 -97%

增持

RDVY First Trst Nasdaq Rsng

+$3.0M

619,989 +1%

增持

AVUV AVANTIS US SMALL CAP VALUE ETF

+$2.9M

263,449 +8%

增持

FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF

+$2.4M

184,274 +5%

减持

FVD First TRUST Value

-$2.0M

118,066 -32%

减持

AAPL Apple Computer Inc

-$1.9M

83,938 -1%

增持

SCHD SCHWAB US DIVIDEND EQ ETF

+$1.9M

214,896 +6%

增持

DFAE Dimensional Emerging Core Equity Mkt ETF

+$1.8M

956,449 +6%

减持

QUAL Ishares Etf

+$1.8M

142,819 -3%

增持

— ISHARES TRUST IBONDS DEC24 ETF

+$1.7M

660,417 +11%

减持

NVDA Nvidia Corp

+$1.5M

4,232 -8%

减持

SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF

+$1.5M

331,629 -2%

清仓

IWD Ishares Russell 1000 Val

-$1.4M

0 -100%

减持

AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF

+$1.2M

449,570 -1%

减持

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

+$1.2M

168,454 -3%

减持

IWF Ishares Tr Russell

-$1.2M

1,376 -74%

减持

QTEC First Tr Nasdaq 100 Fund

+$1.1M

106,437 -3%

减持

VIG Vanguard Div Apprciation

-$973.4K

6,385 -49%

减持

TILT Flexshares Morningstar

+$958.2K

86,095 -3%

减持

SPSM SPDR SERIES TRUST PORTFOLIO SM ETF

-$862.1K

308,299 -8%

增持

VTI Vanguard Total Stock Mkt

+$833.6K

21,448 +7%

减持

NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF

+$830.9K

161,772 -2%

减持

JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF

-$813.2K

76,656 -16%

减持

EFA Ishares Tr Msci Eafe Fd

+$781.2K

235,179 -2%

清仓

TIP Ishares Tr Lehman Tips

-$742.2K

0 -100%

减持

QQQ Powershs Qqq TRUST Ser

+$630.1K

19,053 -0%

减持

TSLA Tesla Motors Inc

-$583.9K

7,941 -0%

清仓

VEA Vanguard Europe Pac Etf

-$552.5K

0 -100%

减持

RSP Rydex Etf TRUST

+$499.3K

45,098 -0%

建仓

GS Goldman Sachs Group Inc

+$492.9K

1,180

减持

XJH iShares ESG Screened S&P Mid-Cap ETF

-$476.1K

48,021 -26%

减持

— ISHARES TRUST IBONDS DEC25 ETF

-$473.8K

732,358 -3%

减持

— INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF

-$469.2K

193,350 -11%

减持

IBDS iShares iBonds Dec 2027 Term Corp ETF

-$415.9K

716,830 -2%

减持

IBDR ISHARES TRUST IBONDS DEC2026 E TF

-$372.6K

736,759 -2%

增持

BRK/B Berkshire Hathaway Inc B

+$367.4K

4,005 +8%

建仓

ELV Anthem Inc

+$360.9K

696

清仓

— BlueStar Israel Technology ETF

-$356.3K

0 -100%

增持

DIS Disney Walt Co

+$353.2K

7,983 +16%

减持

QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF

-$335.2K

114,549 -12%

建仓

MA Mastercard Inc

+$313.7K

651

建仓

VXUS Vanguard Total International Stock ETF

+$301.5K

5,000

建仓

VO Vanguard Mid Cap

+$285.1K

1,141

建仓

INTC Intel Corp

+$277.2K

6,275

减持

ICSH ISHARES TRUST ULTR SH TRM BD E TF

-$273.5K

118,444 -5%

增持

COST Costco Whsl Corp New

+$263.1K

681 +91%

清仓

CCD Calamos Dynamic Convertible and Income

-$255.2K

0 -100%

增持

AMZN Amazon Com Inc

+$253.4K

4,604 +21%

清仓

EEM Ishares Msci Emrg Mkt Fd

-$250.2K

0 -100%

减持

LRGF ISHARES TRUST MULTIFACTOR USA ETF

+$246.6K

50,343 -1%

建仓

MGV Vanguard Mega Cap Value ETF

+$239.0K

2,000

减持

ESGD Ishares Esg Msci Eafe

+$238.7K

144,087 -3%

减持

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

+$236.7K

64,442 -5%

清仓

VNQ Vanguard Reit

-$232.4K

0 -100%

建仓

IBM Intl Business Machines

+$221.8K

1,162

减持

SCHB Schw US Brd Mkt Etf

+$218.8K

42,782 -0%

建仓

COF Capital One Financial Cp

+$209.0K

1,404

建仓

BFOR Alps TRUST Etf

+$208.4K

3,068

建仓

OMC Omnicom Group Inc

+$201.7K

2,085

增持

IBDT ISHARES TRUST IBDS DEC28 ETF

+$200.2K

647,711 +2%

减持

SYK Stryker Corp

+$199.2K

3,569 -1%

减持

T A T & T Inc New

-$193.7K

32,764 -29%

减持

FTSL FIRST TRUST SENIOR LN FD ETF

-$178.3K

24,534 -14%

减持

WTV WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF

+$172.2K

27,021 -1%

减持

ESG Flexsh Stoxx US Esg

+$164.2K

16,870 -1%

增持

META Meta Platforms, Inc.

+$160.6K

1,008 +9%

减持

MSFT Microsoft Corp

+$149.7K

5,619 -5%

减持

SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF

+$149.4K

40,042 -5%

减持

— INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF

-$147.0K

67,923 -9%

增持

ABBV Abbvie Inc

+$140.3K

5,113 +0%

减持

DEUS Dutsch X Trck Rusl 1000

+$139.6K

167,520 -7%

减持

INTU Intuit Inc

+$128.2K

5,559 -0%

增持

DGRO Ishares Core Dividend

+$120.4K

11,808 +12%

增持

VOO Vanguard S&P 500 Etf

+$107.1K

781 +27%

减持

USHY iShares Broad USD High Yield Corp Bd ETF

-$105.8K

28,407 -10%

减持

BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF

-$100.2K

46,283 -10%

减持

MDY Mid Cap SPDR

-$86.9K

7,379 -11%

增持

VEU Vanguard Intl Eqty Index

+$81.3K

12,418 +8%

增持

VB Vanguard Small Cap

+$77.3K

1,223 +29%

减持

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

-$75.9K

39,325 -5%

减持

EIS iShares MSCI Israel ETF

+$73.2K

13,878 -1%

增持

NUSC Nuveen Esg Small Cap

+$65.5K

23,522 +1%

减持

SPEM SPDR PORTFOLIO EMG MK ETF

-$64.4K

20,598 -10%

减持

PGX Powershs Exch Trad Fd Tr

-$62.7K

27,305 -19%

减持

VUG Vanguard Growth

+$60.6K

3,536 -5%

增持

— iShares iBonds Dec 2024 Term Muni Bond

+$60.2K

13,947 +20%

减持

— Exxon Mobil Corporation

+$56.5K

5,302 -5%

减持

NUMV Nuveen Esg Mid Cap Value

+$43.1K

18,829 -1%

增持

VHT Vanguard Health Care

+$42.8K

1,045 +9%

减持

ISRA Vaneck Vectors Israel ETF

+$42.3K

16,927 -0%

减持

REZ Ishares Ftse Nareit Res

-$38.4K

5,355 -7%

减持

JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF

-$36.4K

15,498 -5%

减持

XLRE Real Estate Select Sctr

-$34.8K

28,240 -2%

减持

USRT ISHARES TRUST CRE U S REIT ETF

-$32.9K

20,308 -2%

减持

IJR Ishares Tr S&P Smallcap

+$32.6K

31,348 -1%

增持

PFFD GLOBAL X FDS US PFD ETF

+$32.6K

38,746 +0%

减持

SPHD Pwrshr S&P500 Hidiv

-$28.4K

23,479 -7%

减持

DON Wisdomtree Midcap Divdnd

-$27.7K

4,728 -16%

减持

JPIN Jpmorgan Dvrsfd Rtrn

+$23.3K

17,528 -1%

清仓

— Kezar Life Sciences Inc

-$22.5K

0 -100%

增持

NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF

+$22.2K

7,024 +1%

减持

IQDF FlexShares Intl Qual Div ETF

-$21.3K

47,128 -5%

增持

NUMG Nuveen Esg Mid Cap

+$20.5K

7,807 +1%

减持

CVX Chevron Corporation

-$17.6K

3,169 -9%

减持

GOOGL Google Inc Class A

-$16.8K

2,484 -11%

减持

IWV Ishares Russell 3000

+$14.0K

1,468 -6%

清仓

AAGR AFRICAN AGRICULTURE HOLDINGS ORD

-$12.5K

0 -100%

增持

NUEM Nuveen Esg Emerging

+$12.2K

11,366 +2%

减持

MCD Mc Donalds Corp

-$11.8K

773 -0%

减持

HYGV FLEXSHARES TRUST HIG YLD VL ET F

-$10.2K

21,254 -2%

减持

AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF

-$10.1K

22,364 -3%

减持

VRP Invesco Variable Rate Preferred ETF

-$10.0K

28,458 -4%

减持

HYLS First TRUST Tactcl High

-$8.6K

10,997 -1%

减持

EZM Wisdomtree TRUST Midcap

+$7.4K

19,265 -5%

减持

JNJ Johnson & Johnson

-$7.3K

1,425 -4%

增持

CWB Spdr Barclays Cnv

+$6.9K

5,506 +1%

减持

DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF

-$4.5K

20,211 -5%

增持

IJH Ishares Tr S&P Midcap

+$2.9K

5,345 +360%

增持

IBDU ISHARES TRUST IBONDS DEC 29 ET F

-$2.8K

17,175 +0%

增持

SRLN Spdr Blackstone Gso

+$1.9K

6,326 +0%

减持

JPEM Jpmrg Dvsfd Retn Emrg

+$1.1K

3,788 -2%

减持

IUS Invesco RAFI Strategic US ETF

-$809

28,786 -9%

减持

PEP Pepsico Incorporated

+$550

1,256 -3%