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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 131 项建仓 15增持 45减持 63清仓 8

方向

标的

Δ市值

现股数(环比)

增持

QGRW WISDOMTREE US QUALITY GROWTH ETF

+$15.0M

988,941 +38%

增持

— ISHARES TRUST IBONDS DEC24 ETF

+$6.4M

911,041 +38%

增持

DGRW Wisdomtree US Divid Etf

+$3.4M

821,579 +3%

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

AAPL Apple Computer Inc

+$3.4M

84,473 +1%

增持

XLK Sector Spdr Tech Select

+$2.7M

13,397 +811%

增持

DFAE Dimensional Emerging Core Equity Mkt ETF

+$2.7M

1,016,803 +6%

增持

IQLT ISHARES TRUST INTL QLTY FACTOR ETF

+$2.5M

1,131,122 +8%

减持

SPSM SPDR SERIES TRUST PORTFOLIO SM ETF

-$2.3M

263,569 -15%

增持

DFAI Dimensional International Cr Eq Mkt ETF

+$2.3M

1,748,176 +7%

减持

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

-$2.3M

156,042 -7%

减持

AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF

-$2.1M

426,517 -5%

增持

IBDS iShares iBonds Dec 2027 Term Corp ETF

+$2.0M

802,768 +12%

增持

IBDT ISHARES TRUST IBDS DEC28 ETF

+$2.0M

730,546 +13%

增持

VUG Vanguard Growth

+$1.9M

8,457 +139%

减持

AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF

-$1.9M

1,083,497 -3%

增持

QQQ Powershs Qqq TRUST Ser

+$1.7M

21,229 +11%

增持

FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF

+$1.7M

194,534 +6%

增持

NVDA Nvidia Corp

+$1.6M

44,081 +942%

减持

FVD First TRUST Value

-$1.5M

84,684 -28%

减持

ESGD Ishares Esg Msci Eafe

-$1.5M

127,496 -12%

增持

IBDR ISHARES TRUST IBONDS DEC2026 E TF

+$1.4M

797,654 +8%

减持

DEUS Dutsch X Trck Rusl 1000

-$1.3M

147,068 -12%

减持

WTV WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF

-$1.3M

9,895 -63%

增持

DFAU DIMENSIONAL US CORE EQUITY MARKT ETF

+$1.3M

1,243,147 +0%

减持

EFA Ishares Tr Msci Eafe Fd

-$1.3M

223,520 -5%

建仓

SPMO INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF

+$1.3M

14,448

减持

QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF

-$1.3M

93,046 -19%

增持

COWZ PACER FDS TR US CASH COWS 100 ETF

-$1.2M

793,331 +4%

减持

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

-$1.0M

54,059 -16%

建仓

VFLO VictoryShares Free Cash Flow ETF

+$1.0M

32,804

增持

JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF

+$996.7K

762,337 +2%

减持

RDVY First Trst Nasdaq Rsng

-$979.1K

618,186 -0%

建仓

OEF Ishares Tr S&P 100 Index

+$921.4K

3,486

增持

— ISHARES TRUST IBONDS DEC25 ETF

+$834.6K

764,455 +4%

减持

TILT Flexshares Morningstar

-$748.2K

81,722 -5%

清仓

SPEM SPDR PORTFOLIO EMG MK ETF

-$745.4K

0 -100%

增持

MSFT Microsoft Corp

+$673.7K

6,796 +21%

减持

FTSL FIRST TRUST SENIOR LN FD ETF

-$608.6K

11,489 -53%

减持

XLRE Real Estate Select Sctr

-$595.2K

13,567 -52%

减持

IQDF FlexShares Intl Qual Div ETF

-$577.1K

22,463 -52%

减持

MDY Mid Cap SPDR

-$523.3K

6,695 -9%

减持

ICSH ISHARES TRUST ULTR SH TRM BD E TF

-$512.8K

108,366 -9%

减持

JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF

-$503.1K

74,545 -3%

减持

SPHD Pwrshr S&P500 Hidiv

-$499.3K

12,226 -48%

清仓

AGQ ProShares Ultra Silver

-$488.6K

0 -100%

减持

RSP Rydex Etf TRUST

-$452.9K

43,738 -3%

减持

USRT ISHARES TRUST CRE U S REIT ETF

-$446.0K

12,072 -41%

减持

XJH iShares ESG Screened S&P Mid-Cap ETF

-$443.9K

38,636 -20%

减持

NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF

+$418.1K

157,197 -3%

建仓

GBTC Bitcoin Investment Ord

+$370.5K

6,959

减持

QUAL Ishares Etf

-$369.1K

135,296 -5%

减持

PFFD GLOBAL X FDS US PFD ETF

-$353.5K

21,729 -44%

减持

IUS Invesco RAFI Strategic US ETF

-$350.2K

21,420 -26%

增持

VTI Vanguard Total Stock Mkt

+$334.4K

22,088 +3%

减持

QTEC First Tr Nasdaq 100 Fund

-$320.5K

101,159 -5%

建仓

ITEQ BlueStar Israel Technology ETF

+$313.1K

6,828

清仓

VXUS Vanguard Total International Stock ETF

-$301.5K

0 -100%

建仓

GOOG Google Inc Class C

+$292.7K

1,596

清仓

ACV Virtus Diversified Income & Convertible Fund

-$289.8K

0 -100%

建仓

INSM Insmed Inc

+$284.0K

4,239

减持

VRP Invesco Variable Rate Preferred ETF

-$278.9K

16,592 -42%

建仓

CRUS Cirrus Logic Inc

+$265.3K

2,078

建仓

JPM Jpmorgan Chase & Co

+$259.3K

1,282

增持

AVUV AVANTIS US SMALL CAP VALUE ETF

+$255.0K

278,007 +6%

清仓

IWP Ishares Russell Midcap

-$240.3K

0 -100%

减持

JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF

-$226.6K

11,002 -29%

减持

DIS Disney Walt Co

-$221.7K

7,605 -5%

建仓

V Visa Inc Cl A

+$219.2K

835

清仓

MCD Mc Donalds Corp

-$217.9K

0 -100%

减持

HYLS First TRUST Tactcl High

-$215.4K

5,858 -47%

清仓

COF Capital One Financial Cp

-$209.0K

0 -100%

减持

IWF Ishares Tr Russell

-$205.7K

708 -49%

建仓

PFE Pfizer Incorporated

+$204.3K

7,302

清仓

OMC Omnicom Group Inc

-$201.7K

0 -100%

减持

— INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF

-$196.4K

183,198 -5%

减持

EIS iShares MSCI Israel ETF

-$176.2K

11,675 -16%

减持

SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF

-$158.4K

318,246 -4%

减持

EZM Wisdomtree TRUST Midcap

-$157.5K

17,617 -9%

减持

TSLA Tesla Motors Inc

+$149.9K

7,812 -2%

减持

IJR Ishares Tr S&P Smallcap

-$145.4K

31,119 -1%

建仓

— Lions Gate Entertainment Corp

+$143.6K

16,752

增持

VO Vanguard Mid Cap

+$142.9K

1,768 +55%

减持

BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF

-$138.9K

39,123 -15%

减持

USHY iShares Broad USD High Yield Corp Bd ETF

-$126.1K

25,174 -11%

减持

HYGV FLEXSHARES TRUST HIG YLD VL ET F

-$122.6K

18,594 -13%

减持

ISRA Vaneck Vectors Israel ETF

-$118.3K

14,397 -15%

减持

PGX Powershs Exch Trad Fd Tr

-$117.2K

17,938 -34%

增持

COST Costco Whsl Corp New

+$115.6K

723 +6%

增持

MA Mastercard Inc

+$108.2K

956 +47%

增持

VB Vanguard Small Cap

+$87.4K

1,683 +38%

减持

BRK/B Berkshire Hathaway Inc B

-$84.2K

3,933 -2%

减持

— iShares iBonds Dec 2024 Term Muni Bond

-$83.7K

10,681 -23%

增持

SCHB Schw US Brd Mkt Etf

+$81.8K

42,844 +0%

减持

— INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF

-$73.0K

64,288 -5%

减持

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

-$71.7K

35,736 -9%

增持

AMZN Amazon Com Inc

+$70.8K

4,664 +1%

增持

INTC Intel Corp

-$70.4K

6,675 +6%

减持

SRLN Spdr Blackstone Gso

-$62.7K

4,873 -23%

减持

T A T & T Inc New

+$48.7K

32,722 -0%

增持

NUSC Nuveen Esg Small Cap

-$48.4K

23,638 +0%

增持

SCHD SCHWAB US DIVIDEND EQ ETF

-$44.6K

222,254 +3%

减持

IBDU ISHARES TRUST IBONDS DEC 29 ET F

-$41.2K

15,471 -10%

减持

LRGF ISHARES TRUST MULTIFACTOR USA ETF

-$39.1K

47,941 -5%

增持

META Meta Platforms, Inc.

+$38.5K

1,047 +4%

增持

ABBV Abbvie Inc

-$36.9K

5,213 +2%

增持

IVV Ishares TRUST S&P

+$35.4K

841 +4%

增持

VIG Vanguard Div Apprciation

+$34.7K

6,577 +3%

增持

ESG Flexsh Stoxx US Esg

+$32.6K

16,900 +0%

减持

VTV Vanguard Value

-$24.3K

1,998 -6%

减持

FPE First TRUST Preferred

-$21.7K

17,777 -7%

增持

NUMV Nuveen Esg Mid Cap Value

-$21.0K

18,861 +0%

增持

NUMG Nuveen Esg Mid Cap

-$20.1K

7,826 +0%

减持

JPIN Jpmorgan Dvrsfd Rtrn

-$19.6K

17,506 -0%

减持

REZ Ishares Ftse Nareit Res

+$19.3K

5,264 -2%

减持

ELV Anthem Inc

+$15.7K

695 -0%

建仓

— Kezar Life Sciences Inc

+$14.3K

23,765

减持

NUEM Nuveen Esg Emerging

+$13.0K

11,356 -0%

减持

AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF

+$11.8K

21,412 -4%

减持

CVX Chevron Corporation

-$11.5K

3,122 -1%

减持

IWV Ishares Russell 3000

+$11.4K

1,464 -0%

增持

BSCR INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF

+$8.9K

16,136 +3%

减持

SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF

+$7.2K

38,190 -5%

增持

— Exxon Mobil Corporation

+$7.1K

5,415 +2%

增持

NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF

-$7.0K

7,037 +0%

减持

DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF

-$4.1K

20,064 -1%

增持

IBM Intl Business Machines

-$3.6K

1,262 +9%

建仓

AAGR AFRICAN AGRICULTURE HOLDINGS ORD

+$2.7K

10,000

增持

JNJ Johnson & Johnson

-$2.4K

1,526 +7%

增持

FRI FIRST TRUST PORTFOLIOS COM ETF

-$311

9,065 +1%

增持

VEU Vanguard Intl Eqty Index

+$227

12,424 +0%

建仓

— Fisker Inc

+$163

10,184